Civic Intelligence

Louis J Elbert Trust

990PF • Fiscal year 2018 • EIN 42-1301198

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

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

5th percentile

-145%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

80th percentile

$3,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 53.1% of source-year revenue.

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

Asset Growth

39th percentile

-3.0%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

40th percentile

-4.7%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$263,942

Down $8,133 (-3.0%) from 2017

Net Assets

Down

$263,849

Down $8,182 (-3.0%) from 2017

Liabilities

Up

$93

Up $49 (+111%) from 2017

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin5th percentile

Revenue

Down

$5,646

Down $280 (-4.7%) from 2017

Expenses

Down

$13,828

Down $1,726 (-11%) from 2017

Net Income

Up

-$8,182

Up $1,446 (+15%) from 2017

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

2018

Assets$263,942
Liabilities$93
Net Assets$263,849
Open 2018 Filing

Operations Trend

Revenue Growth40th 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

2018

Revenue$5,646
Expenses$13,828
Net Income-$8,182
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay80th 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
Availa Bank
Title
Trustee
Phone
7123353322
Signed
2019-05-06
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 Appendix275 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0150
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0150
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02006-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0AMERICAN CENTURY GINNIE MAE FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt017832
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt017000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02018-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-832
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BENHAM GNMA INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0248744
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0238228
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06472
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-832
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06478
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-832
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05646
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06478
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06472
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06472
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06472
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8182
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt068
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-832
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04668
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt093
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05646
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01718
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03528
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8182
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0263849
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0272031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0263849
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012590
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012590
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012590
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012683
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt093
IRS990PF/DistributableAmountGrp/TotalTaxAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt093
IRS990PF/FMVAssetsEOYAmt0253426
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt044
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt093
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0272031
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0263849
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0260104
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0248744
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0238228
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011971
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015198
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015198
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0272075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0263942
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0253426
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt044
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt093
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0272075
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0263942
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0272031
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0263849
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0257531
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012312
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0245219
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03863
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012683
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0253668
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0257531
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0AVAILA BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0DENISE NIELSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0200 NORTH MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0POCAHONTAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050574
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt012883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt012930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt013761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt015457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0253668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0269930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0285064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0296141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0306509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0320342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253928
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012018
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012018
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012018
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/AddressLine1Txt0200 NORTH MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0POCAHONTAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050574
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DENISE NIELSEN TRUST OFFICER
IRS990PF/StatementsRegardingActyGrp/PhoneNum07123353322
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORM ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DIANE STEGGE GUIDANCE COUNSELOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07123354848
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0POCAHONTAS AREA COMM SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0POCAHONTAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050574
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FORM ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0FORM ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CLASS OF 2018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 NORTH MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POCAHONTAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050574
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010300
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/AppliedToCurrentYearAmt012018
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0352
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0572
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0478
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0352
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt068
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0214
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012018
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01142
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01714
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt068
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0135
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt067
TaxesSchedule/TaxesDetail/Amt093
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt093
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AVAILA BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07123353322
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId073FEBA7905AB37EF9EE18DDCE3A87F8B099E9EBF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD55BCBAF3C68CDF1F389F5BA574DD8D29DEB7E8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:39:59
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/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A JOHNSON
ReturnHeader/ReturnTs02019-05-07T10:39:59-05:00
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
$263,942
Liabilities
$93
Net assets
$263,849
Revenue
$5,646
Expenses
$13,828
Net income
-$8,182
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