Civic Intelligence

Joseph P Redden Trust

990PF • Fiscal year 2023 • EIN 42-1302567

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
231 W Maple StCherokee, IA 51012

(712) 225-6117

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

10th percentile

-71%

Higher net margin than 10% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,242,932

Up $116,301 (+10%) from 2022

Net Assets

Up

$1,242,932

Up $116,301 (+10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Down

$28,136

Down $18,024 (-39%) from 2022

Expenses

Down

$48,155

Down $6,532 (-12%) from 2022

Net Income

Down

-$20,019

Down $11,492 (-135%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $574,306Liabilities 2011: $02011Assets 2012: $605,873Liabilities 2012: $02012Assets 2013: $673,358Liabilities 2013: $0Net Assets 2013: $673,3582013Assets 2014: $743,671Liabilities 2014: $0Net Assets 2014: $743,6712014Assets 2015: $738,272Liabilities 2015: $02015Assets 2016: $805,182Liabilities 2016: $0Net Assets 2016: $805,1822016Assets 2017: $841,147Liabilities 2017: $0Net Assets 2017: $841,1472017Assets 2019: $1,031,524Liabilities 2019: $02019Assets 2020: $1,058,458Liabilities 2020: $0Net Assets 2020: $1,058,4582020Assets 2021: $1,294,127Liabilities 2021: $0Net Assets 2021: $1,294,1272021Assets 2022: $1,126,631Liabilities 2022: $0Net Assets 2022: $1,126,6312022Assets 2023: $1,242,932Liabilities 2023: $0Net Assets 2023: $1,242,9322023Assets 2024: $1,367,749Liabilities 2024: $0Net Assets 2024: $1,367,7492024

Highlighted filing

2023

Assets$1,242,932
Liabilities$0
Net Assets$1,242,932
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $12,952Expenses 2011: $2,775Net Income 2011: $10,1772011Revenue 2012: $15,984Expenses 2012: $3,314Net Income 2012: $12,6702012Revenue 2013: $14,385Expenses 2013: $3,497Net Income 2013: $10,8882013Revenue 2014: $17,311Expenses 2014: $2,729Net Income 2014: $14,5822014Revenue 2015: $18,308Expenses 2015: $2,572Net Income 2015: $15,7362015Revenue 2016: $17,454Expenses 2016: $2,727Net Income 2016: $14,7272016Revenue 2017: $17,927Expenses 2017: $2,770Net Income 2017: $15,1572017Revenue 2019: $22,456Expenses 2019: $2,852Net Income 2019: $19,6042019Revenue 2020: $34,635Expenses 2020: $45,210Net Income 2020: -$10,5752020Revenue 2021: $50,789Expenses 2021: $45,455Net Income 2021: $5,3342021Revenue 2022: $46,160Expenses 2022: $54,687Net Income 2022: -$8,5272022Revenue 2023: $28,136Expenses 2023: $48,155Net Income 2023: -$20,0192023Revenue 2024: $31,491Expenses 2024: $53,510Net Income 2024: -$22,0192024

Highlighted filing

2023

Revenue$28,136
Expenses$48,155
Net Income-$20,019
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joseph P Redden Trust
EIN
42-1302567
In Care Of
% John P Loughlin
Phone
7122256117
Address
231 W Maple St, Cherokee, IA 51012

Signing Officer

Name
David Cronin
Title
trust officer
Phone
7122256117
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Loughlin Law Firm
Address
231 West Maple St, Cherokee, IA 51012
Preparer
John P Loughlin
Phone
7122252514
Raw XML Appendix203 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/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20019
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0-136320
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0391
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0State Savings Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0200 S 2nd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cherokee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd051012
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt045065
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt045065
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt11
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt21
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt31
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The beneficiary of the Trust is the Marion Home, Fort Dodge, IA. This is a retirement home owned and operated
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1by the Sioux City Diocese of the Roman Catholic Church for religous and charitable purposes. All funds are used
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2for improvements to the home that would not otherwise be possible. The Sioux City Diocese is the residual legatee
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3of the Trust.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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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/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 South Second
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051012
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07122256117
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Use income to support the Marion Home, Fort Dodge, IA., a not for profit retirement facility. The Marion Home is supported for religious purposes by the Catholic Church. A distribution of $42,338 was made in 2021 for those educational and religious purposes
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0improvements to Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Marion Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02400 6th Ave N
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt096830
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051765
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045065
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045065
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051765
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Loughlin Law Firm
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02100
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-136320
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0decrease in capital investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0968
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Trustee fee State Savings Bank
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Cronin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trust officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07122256117
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph P Redden Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0421302567
ReturnHeader/Filer/InCareOfNm0% John P Loughlin
ReturnHeader/Filer/PhoneNum07122256117
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 W Maple St
ReturnHeader/Filer/USAddress/CityNm0Cherokee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420385620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Loughlin Law Firm
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0231 West Maple St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherokee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122252514
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Loughlin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-06T12:49:28-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Berglund
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,242,932
Liabilities
$0
Net assets
$1,242,932
Revenue
$28,136
Expenses
$48,155
Net income
-$20,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.05$0.01
2019Summary only. Only limited summary data is available for this year.$1.03$0.00$0.02$0.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.02$0.00$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.00$0.01
2015Summary only. Only limited summary data is available for this year.$0.74$0.00$0.02$0.00$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.02$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$0.01$0.00$0.01