Civic Intelligence

Louis J Elbert Trust

990PF • Fiscal year 2014 • EIN 42-1301198

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 23, 2015

Organization Profile
200 North Main PO Box 159Pocahontas, IA 50574

(712) 335-3322

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

63rd percentile

0.00x

Higher debt load relative to revenue than 63% 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

78th percentile

$3,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 33.4% of source-year revenue.

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

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

54th percentile

3.2%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$300,652

Down $8,297 (-2.7%) from 2013

Net Assets

Down

$300,611

Down $8,271 (-2.7%) from 2013

Liabilities

Down

$41

Down $26 (-39%) from 2013

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin7th percentile

Revenue

Up

$8,978

Up $281 (+3.2%) from 2013

Expenses

Down

$17,249

Down $1,518 (-8.1%) from 2013

Net Income

Up

-$8,271

Up $1,799 (+18%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2011: $327,330Liabilities 2011: $2142011Assets 2012: $319,129Liabilities 2012: $177Net Assets 2012: $318,9522012Assets 2013: $308,949Liabilities 2013: $67Net Assets 2013: $308,8822013Assets 2014: $300,652Liabilities 2014: $41Net Assets 2014: $300,6112014Assets 2015: $290,976Liabilities 2015: $50Net Assets 2015: $290,9262015Assets 2016: $281,707Liabilities 2016: $48Net Assets 2016: $281,6592016Assets 2017: $272,075Liabilities 2017: $44Net Assets 2017: $272,0312017Assets 2018: $263,942Liabilities 2018: $93Net Assets 2018: $263,8492018Assets 2019: $252,395Liabilities 2019: $482019Assets 2020: $241,189Liabilities 2020: $47Net Assets 2020: $241,1422020Assets 2021: $236,424Liabilities 2021: $38Net Assets 2021: $236,3862021Assets 2022: $229,853Liabilities 2022: $12022Assets 2023: $224,328Liabilities 2023: $12023

Highlighted filing

2014

Assets$300,652
Liabilities$41
Net Assets$300,611
Open 2014 Filing

Operations Trend

Revenue Growth54th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $11,984Expenses 2011: $16,899Net Income 2011: -$4,9152011Expenses 2012: $18,7612012Revenue 2013: $8,697Expenses 2013: $18,767Net Income 2013: -$10,0702013Revenue 2014: $8,978Expenses 2014: $17,249Net Income 2014: -$8,2712014Revenue 2015: $6,890Expenses 2015: $16,575Net Income 2015: -$9,6852015Revenue 2016: $6,726Expenses 2016: $15,993Net Income 2016: -$9,2672016Revenue 2017: $5,926Expenses 2017: $15,554Net Income 2017: -$9,6282017Revenue 2018: $5,646Expenses 2018: $13,828Net Income 2018: -$8,1822018Revenue 2019: $6,381Expenses 2019: $17,883Net Income 2019: -$11,5022019Revenue 2020: $5,267Expenses 2020: $16,472Net Income 2020: -$11,2052020Revenue 2021: $4,017Expenses 2021: $8,773Net Income 2021: -$4,7562021Revenue 2022: $4,000Expenses 2022: $10,571Net Income 2022: -$6,5712022Revenue 2023: $4,239Expenses 2023: $9,764Net Income 2023: -$5,5252023

Highlighted filing

2014

Revenue$8,978
Expenses$17,249
Net Income-$8,271
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Louis J Elbert Trust
EIN
42-1301198
Phone
7123353322
Address
200 NORTH MAIN PO BOX 159, POCAHONTAS, IA 50574

Signing Officer

Name
Denise Nielsen
Title
Trustee
Phone
7123353322
Signed
2015-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey a Johnson Lpa Pc
Address
223 N MAIN ST, POCAHONTAS, IA 50574
Preparer
Jeffrey a Johnson
Phone
7123353301
Raw XML Appendix265 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.

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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015498
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0214
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05788
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05574
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt060
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0120
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt060
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE NIELSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07123353322
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUIS J ELBERT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0421301198
ReturnHeader/Filer/PhoneNum07123353322
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 NORTH MAIN PO BOX 159
ReturnHeader/Filer/USAddress/CityNm0POCAHONTAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050574
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421239092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY A JOHNSON LPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POCAHONTAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050574
ReturnHeader/PreparerPersonGrp/PhoneNum07123353301
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A JOHNSON
ReturnHeader/ReturnTs02015-04-23T16:42:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$300,652
Liabilities
$41
Net assets
$300,611
Revenue
$8,978
Expenses
$17,249
Net income
-$8,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.24$0.00$0.04$0.10$0.06
2022Summary only. Only limited summary data is available for this year.$2.30$0.00$0.04$0.11$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.04$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.05$0.16$0.11
2019Summary only. Only limited summary data is available for this year.$2.52$0.00$0.06$0.18$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.06$0.14$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.06$0.16$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.07$0.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.07$0.17$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.09$0.17$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.09$0.19$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.19
2011Summary only. Only limited summary data is available for this year.$3.27$0.00$0.12$0.17$0.05