Civic Intelligence

Farmers & Merchants Development Fund

990PF • Fiscal year 2011 • EIN 42-1266563

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

C/O Jerrold B Oliver PO Box 23050273
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

94th percentile

141%

Faster asset growth than 94% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,506

Up $2,051 (+141%) from 2010

Net Assets

Up

$3,506

Up $2,051 (+141%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,950

Down $300 (-9.2%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2010: $1,455Liabilities 2010: $0Net Assets 2010: $1,4552010Assets 2011: $3,506Liabilities 2011: $0Net Assets 2011: $3,5062011Assets 2012: $1,797Liabilities 2012: $12012Assets 2013: $3,448Liabilities 2013: $1Net Assets 2013: $3,4482013Assets 2014: $699Liabilities 2014: $1Net Assets 2014: $6992014Assets 2015: $2,375Liabilities 2015: $1Net Assets 2015: $2,3752015Assets 2016: $801Liabilities 2016: $0Net Assets 2016: $8012016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2011

Assets$3,506
Liabilities$0
Net Assets$3,506

Operations Trend

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KExpenses 2010: $3,2502010Expenses 2011: $2,9502011Revenue 2012: $1Expenses 2012: $1,710Net Income 2012: -$1,7092012Revenue 2013: $4,001Expenses 2013: $2,350Net Income 2013: $1,6512013Revenue 2014: $1Expenses 2014: $2,750Net Income 2014: -$2,7492014Revenue 2015: $3,001Expenses 2015: $1,325Net Income 2015: $1,6762015Revenue 2016: $1,001Expenses 2016: $2,575Net Income 2016: -$1,5742016Revenue 2017: $0Expenses 2017: $801Net Income 2017: -$8012017

Highlighted filing

2011

Revenue-
Expenses$2,950
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS BANKTrustee-$0--
JERROLD B OLIVERTrustee-$0--
Filing and Contact Details

Filer

EIN
42-1266563
Raw XML Appendix215 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
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode03
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps02600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss02600
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm0350
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0350
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03506
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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02481
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable037
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0122
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02444
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02481
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FARMERS MERCHANTS BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JERROLD B OLIVER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 29
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 230
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WINTERSET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WINTERSET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode050273
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode150273
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct01917
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01917
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.78429
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear102.09003
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.42473
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.74789
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.28730
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.37152
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02444
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101555
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202119
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions02950
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear103250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20900
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear301860
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40805
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50775
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio03.92147
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02950
IRS990PF/QualifyingDistributions/ExpensesAndContributions02950
IRS990PF/QualifyingDistributions/QualifyingDistributions02950
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10SHANE K PASHEK F & M ST BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05154624242
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10101 W JEFFERSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINTERSET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode050273
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0122
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0122
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103172
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20794
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301736
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50671
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50671
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear09195
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02828
IRS990PF/UndistributedIncome/ExcessFromYear103172
IRS990PF/UndistributedIncome/ExcessFromYear20794
IRS990PF/UndistributedIncome/ExcessFromYear301736
IRS990PF/UndistributedIncome/ExcessFromYear40665
IRS990PF/UndistributedIncome/QualifyingDistributions02950
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02828
IRS990PF/UndistributedIncome/TotalCorpus09866
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover07038
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome0350
LegalFeesSchedule/LegalFees/Amount0350
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0350
LegalFeesSchedule/LegalFees/NetInvestmentIncome0350
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0421266563
ReturnHeader/Filer/Name/BusinessNameLine10FARMERS & MERCHANTS DEVELOPMENT FUND
ReturnHeader/Filer/NameControl0FARM
ReturnHeader/Filer/Phone05154624242
ReturnHeader/Filer/USAddress/AddressLine10C/O JERROLD B OLIVER PO BOX 230
ReturnHeader/Filer/USAddress/City0WINTERSET
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050273
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0SHANE K PASHEK
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Jordan Oliver & Walters PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 230
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Winterset
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode050273
ReturnHeader/Preparer/Name0Jerrold B Oliver
ReturnHeader/Preparer/Phone05154623731
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T06:16:52-07:00

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