Civic Intelligence

Harold L Smith Memorial Scholarship Fund

990PF • Fiscal year 2018 • EIN 42-1282964

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 06, 2019

Organization Profile
611 West Highway 92Winterset, IA 50273

(515) 462-2161

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

56th percentile

5.6%

Higher net margin than 56% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.7%

Faster asset growth than 40% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$163,561

Down $4,492 (-2.7%) from 2017

Net Assets

Down

$163,561

Down $4,492 (-2.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin56th percentile

Revenue

Down

$3,854

Down $665 (-15%) from 2017

Expenses

Up

$3,640

Up $1,848 (+103%) from 2017

Net Income

Down

$214

Down $2,513 (-92%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$200K$150K$100K$50K$0Assets 2011: $169,919Liabilities 2011: $02011Assets 2012: $167,659Liabilities 2012: $02012Assets 2013: $164,857Liabilities 2013: $02013Assets 2014: $164,187Liabilities 2014: $02014Assets 2015: $164,560Liabilities 2015: $02015Assets 2017: $168,053Liabilities 2017: $0Net Assets 2017: $168,0532017Assets 2018: $163,561Liabilities 2018: $0Net Assets 2018: $163,5612018Assets 2019: $173,562Liabilities 2019: $12019Assets 2020: $179,628Liabilities 2020: $12020Assets 2021: $176,031Liabilities 2021: $0Net Assets 2021: $176,0312021Assets 2022: $165,754Liabilities 2022: $0Net Assets 2022: $165,7542022Assets 2023: $170,002Liabilities 2023: $12023Assets 2024: $173,904Liabilities 2024: $0Net Assets 2024: $173,9042024

Highlighted filing

2018

Assets$163,561
Liabilities$0
Net Assets$163,561
Open 2018 Filing

Operations Trend

Revenue Growth28th percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $3,177Expenses 2011: $3,825Net Income 2011: -$6482011Revenue 2012: $3,059Expenses 2012: $5,319Net Income 2012: -$2,2602012Revenue 2013: $1,975Expenses 2013: $4,777Net Income 2013: -$2,8022013Revenue 2014: $1,532Expenses 2014: $2,202Net Income 2014: -$6702014Revenue 2015: $1,744Expenses 2015: $1,371Net Income 2015: $3732015Revenue 2017: $4,519Expenses 2017: $1,792Net Income 2017: $2,7272017Revenue 2018: $3,854Expenses 2018: $3,640Net Income 2018: $2142018Revenue 2019: $5,394Expenses 2019: $3,632Net Income 2019: $1,7622019Revenue 2020: $4,675Expenses 2020: $3,685Net Income 2020: $9902020Revenue 2021: $3,308Expenses 2021: $2,648Net Income 2021: $6602021Revenue 2022: $3,080Expenses 2022: $3,638Net Income 2022: -$5582022Revenue 2023: $5,504Expenses 2023: $3,800Net Income 2023: $1,7042023Revenue 2024: $5,898Expenses 2024: $5,160Net Income 2024: $7382024

Highlighted filing

2018

Revenue$3,854
Expenses$3,640
Net Income$214
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNION STATE BANKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-COLLEGE SCHOLARSHIPIWINTERSET, IA, US$1,000
Paid Grant-COLLEGE SCHOLARSHIPILORIMOR, IA, US$1,000
Filing and Contact Details

Filer

Filer Name
Harold L Smith Memorial Scholarship Fund
EIN
42-1282964
Phone
5154622161
Address
611 WEST HIGHWAY 92, WINTERSET, IA 50273

Signing Officer

Name
David a Koch
Title
Trust Officer
Signed
2019-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Flander Rosien PC
Address
114 E Jefferson Street, Winterset, IA 50273
Preparer
Jane E Rosien
Phone
5154624912
Raw XML Appendix258 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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt03693
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0161
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03854
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03854
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02214
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03693
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03693
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03693
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0214
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02214
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03854
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03854
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03854
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01640
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01640
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01640
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01640
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0214
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04706
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0168267
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0168053
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0163561
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt022
IRS990PF/DistributableAmountGrp/TotalTaxAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt022
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0168053
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0163561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0125648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0150300
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042405
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013261
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0168053
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0163561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0168053
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0163561
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0168053
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0163561
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0UNION STATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0611 WEST HIGHWAY 92
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINTERSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0502730110
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03640
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03618
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03640
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt022
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03640
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0611 WEST HIGHWAY 92
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINTERSET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0502730110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0UNION STATE BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05154622161
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COLLEGE SCHOLARSHIP GRANTS TO CURRENT WINTERSET HIGH SCHOOL GRADUATES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE COPY OF SCHOLARSHIP APPLICATION ATTACHED TO THIS TAX RETURN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HAROLD L SMITH SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0624 WEST HUSKY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINTERSET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050273
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0COLLEGE SCHOLARSHIP RECIPIENTS MUST BE CURRENT GRADUATES OF THE WINTERSET COMMUNITY HIGH SCHOOL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1ST OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NICK MORTOZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MACKENZIE LAWRENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0102 1/2 N 1ST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13051 FAWN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WINTERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LORIMOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050273
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150149
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0WINTERSET COMM SCHOOL
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0PUBLIC SCHOOL
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0THE ORGANIZATION PROVIDES SCHOLARSHIP GRANTS TO GRADUATES OF THIS PUBLIC SCHOOL.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03640
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03640
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03640
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03640
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03640
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0700
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FLANDER ROSIEN P.C.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0700
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0700
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0700
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MADISON COUNTY CLERK OF COURT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEE-UNION STATE BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0900
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt030
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt030
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A KOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD L SMITH MEMORIAL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0421282964
ReturnHeader/Filer/PhoneNum05154622161
ReturnHeader/Filer/USAddress/AddressLine1Txt0611 WEST HIGHWAY 92
ReturnHeader/Filer/USAddress/CityNm0WINTERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050273
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421433247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Flander Rosien PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114 E Jefferson Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winterset
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050273
ReturnHeader/PreparerPersonGrp/PhoneNum05154624912
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE E ROSIEN
ReturnHeader/ReturnTs02019-03-06T11:58:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,561
Liabilities
$0
Net assets
$163,561
Revenue
$3,854
Expenses
$3,640
Net income
$214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.06$0.05$0.01
2023Summary only. Only limited summary data is available for this year.$1.70$0.00$0.06$0.04$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.03$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.03$0.03$0.01
2020Summary only. Only limited summary data is available for this year.$1.80$0.00$0.05$0.04$0.01
2019Summary only. Only limited summary data is available for this year.$1.74$0.00$0.05$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.04$0.04$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.05$0.02$0.03
2015Summary only. Only limited summary data is available for this year.$1.65$0.00$0.02$0.01$0.00
2014Summary only. Only limited summary data is available for this year.$1.64$0.00$0.02$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$1.65$0.00$0.02$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$1.68$0.00$0.03$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$1.70$0.00$0.03$0.04$0.01