Civic Intelligence

R a D Charitable Trust

990PF • Fiscal year 2014 • EIN 42-1159372

Mar 01, 2013 to Feb 28, 2014 • Filed on Apr 24, 2014

Organization Profile
PO Box 1227Storm Lake, IA 50588-1227

(712) 732-5440

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-92%

Higher net margin than 7% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$1,343

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 58.7% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

-1.2%

Faster asset growth than 43% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

-4.9%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$171,846

Down $2,108 (-1.2%) from 2013

Net Assets

Down

$171,846

Down $2,108 (-1.2%) from 2013

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

$2,286

No earlier filing loaded for comparison.

Expenses

Up

$4,394

Up $75 (+1.7%) from 2013

Net Income

-$2,108

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $175,870Liabilities 2012: $0Net Assets 2012: $175,8702012Assets 2013: $173,954Liabilities 2013: $0Net Assets 2013: $173,9542013Assets 2014: $171,846Liabilities 2014: $1Net Assets 2014: $171,8462014Assets 2015: $169,053Liabilities 2015: $0Net Assets 2015: $169,0532015Assets 2016: $164,703Liabilities 2016: $0Net Assets 2016: $164,7032016Assets 2017: $158,058Liabilities 2017: $0Net Assets 2017: $158,0582017Assets 2019: $146,996Liabilities 2019: $0Net Assets 2019: $146,9962019Assets 2020: $129,040Liabilities 2020: $0Net Assets 2020: $129,0402020Assets 2021: $130,905Liabilities 2021: $0Net Assets 2021: $130,9052021Assets 2022: $127,084Liabilities 2022: $0Net Assets 2022: $127,0842022Assets 2023: $114,807Liabilities 2023: $0Net Assets 2023: $114,8072023

Highlighted filing

2014

Assets$171,846
Liabilities$1
Net Assets$171,846
Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KExpenses 2012: $30,4622012Expenses 2013: $4,3192013Revenue 2014: $2,286Expenses 2014: $4,394Net Income 2014: -$2,1082014Revenue 2015: $2,791Expenses 2015: $5,584Net Income 2015: -$2,7932015Revenue 2016: $2,927Expenses 2016: $7,277Net Income 2016: -$4,3502016Revenue 2017: $2,515Expenses 2017: $9,161Net Income 2017: -$6,6462017Revenue 2019: $3,317Expenses 2019: $9,621Net Income 2019: -$6,3042019Revenue 2020: $3,805Expenses 2020: $21,762Net Income 2020: -$17,9572020Revenue 2021: $3,047Expenses 2021: $1,182Net Income 2021: $1,8652021Revenue 2022: $2,657Expenses 2022: $6,477Net Income 2022: -$3,8202022Revenue 2023: $3,064Expenses 2023: $15,342Net Income 2023: -$12,2782023

Highlighted filing

2014

Revenue$2,286
Expenses$4,394
Net Income-$2,108
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2013 to Feb 28, 2014
Signed
Apr 24, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,343-$1,343
JEWELL DIERWECHTERCo-Trustee-$0--
Filing and Contact Details

Filer

EIN
42-1159372
Phone
7127325440

Signing Officer

Name
Julia Mooney
Title
Trust Officer
Phone
7127325440
Signed
2014-04-24

Preparer

Preparer
Julia Mooney
Raw XML Appendix336 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0American Express Bk CD 1.35% due 9/29/14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Discover Bank CD 1.95% due 9/28/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GE Money Bank CD 2.10% due 9/25/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Goldman Sachs Bank CD 1.60% due 9/28/15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BMW Bank CD 2.05% due 10/11/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt130000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt230000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt330000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025137
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt130777
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt230598
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt330388
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt425025
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02283
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02286
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02286
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt01343
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01343
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01343
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02283
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02283
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02283
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2108
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02286
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01344
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01344
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01344
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2108
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0171846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0173954
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0171846
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09366
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09366
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09366
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09385
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019
IRS990PF/DistributableAmountGrp/TotalTaxAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0173771
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0173954
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0171846
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0140000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0140000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0141925
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033954
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt031846
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt031846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0173954
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0171846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0173771
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0173954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0171846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0173954
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0171846
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0190558
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038740
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0151818
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02858
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09385
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0187700
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0190558
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10Citizens First National
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEWELL DIERWECHTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10527 Lake Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine111079 570th St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Storm Lake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Storm Lake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode050588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode150588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt012122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt012131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt011947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt042940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt023700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.064582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.001151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.058972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.165881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.096010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0187700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0173753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0202588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0258860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0246849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0222725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.322912
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03050
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03050
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03050
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income from securities will be used to provide for medical
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1missionary trips, support of charities in Storm Lake, Iowa
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2and entities affiliated with the Methodist Church
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10527 lake Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Storm Lake
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0505881227
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Citizens First National Bank
IRS990PF/StatementsRegardingActyGrp/PhoneNum07127325440
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0community celebrationcivic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2civic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5civic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6civic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7civic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9civic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10civic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Star Spangled Spectacular
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11Faith Hope & Charity Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12Upper Des Moines Opportunity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13United Methodist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14Storm Lake CSD Mentoring
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15Buena Vista Reg Medical Ctr Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17Genesis Development
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine18Christ for the City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine19Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine110Buena Vista Co Historical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2exmpt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO Box 457
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO Box 243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12620 Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13211 E 3rd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine141811 Hyland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15PO Box 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine16PO Box 66
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine17PO Box 438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine18PO Box 390395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine19PO Box 853
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine110214 W 5th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6Council Bluffs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7Jefferson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8Omaha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City9Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City10Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State8NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State9IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State10IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode050588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode150588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode250588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode350588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode450588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode550588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode651502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode750129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode868139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode950588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1050588
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03050
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03050
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09366
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03044
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06316
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031340
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027245
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03050
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031340
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037656
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA MOONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07127325440
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10RAD Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0RADC
ReturnHeader/Filer/EIN0421159372
ReturnHeader/Filer/PhoneNum07127325440
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1227
ReturnHeader/Filer/USAddress/City0Storm Lake
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0505881227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Citizens 1st National Bank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10529 Lake Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Storm Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode050588
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA MOONEY
ReturnHeader/ReturnTs02014-04-25T11:52:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-03-01
ReturnHeader/TaxPeriodEndDt02014-02-28
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,846
Liabilities
$1
Net assets
$171,846
Revenue
$2,286
Expenses
$4,394
Net income
-$2,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.03$0.15$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.06$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.03$0.01$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.04$0.22$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.03$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.03$0.09$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.03$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.02$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.30