Civic Intelligence

George Daily Charitable Trust

990 • Fiscal year 2018 • EIN 42-1336683

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

PO Box 808Oskaloosa, IA 52577

(641) 673-0411

Siviq Scores

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

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.30x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

22nd percentile

$29,948

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

19th percentile

-5.7%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Down

$8,506,864

Down $515,031 (-5.7%) from 2017

Net Assets

Down

$8,294,343

Down $676,222 (-7.5%) from 2017

Liabilities

Up

$212,521

Up $161,191 (+314%) from 2017

Revenue

Up

$701,177

Up $78,644 (+13%) from 2017

Expenses

Down

$288,281

Down $251,625 (-47%) from 2017

Net Income

Up

$412,896

Up $330,269 (+400%) from 2017

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $7,358,198Liabilities 2010: $1,330Net Assets 2010: $7,356,8682010Assets 2011: $6,438,720Liabilities 2011: $3,001,330Net Assets 2011: $3,437,3902011Assets 2012: $7,023,102Liabilities 2012: $2,901,330Net Assets 2012: $4,121,7722012Assets 2013: $8,002,408Liabilities 2013: $2,801,330Net Assets 2013: $5,201,0782013Assets 2014: $7,847,026Liabilities 2014: $3,213,330Net Assets 2014: $4,633,6962014Assets 2015: $7,820,039Liabilities 2015: $3,113,330Net Assets 2015: $4,706,7092015Assets 2016: $8,051,921Liabilities 2016: $1,330Net Assets 2016: $8,050,5912016Assets 2017: $9,021,895Liabilities 2017: $51,330Net Assets 2017: $8,970,5652017Assets 2018: $8,506,864Liabilities 2018: $212,521Net Assets 2018: $8,294,3432018Assets 2019: $10,055,925Liabilities 2019: $1,330Net Assets 2019: $10,054,5952019Assets 2020: $11,700,114Liabilities 2020: $1,330Net Assets 2020: $11,698,7842020Assets 2021: $11,331,197Liabilities 2021: $1,330Net Assets 2021: $11,329,8672021Assets 2022: $9,295,834Liabilities 2022: $1,330Net Assets 2022: $9,294,5042022Assets 2023: $10,525,875Liabilities 2023: $1,330Net Assets 2023: $10,524,5452023Assets 2024: $11,786,744Liabilities 2024: $1,330Net Assets 2024: $11,785,4142024

Highlighted filing

2018

Assets$8,506,864
Liabilities$212,521
Net Assets$8,294,343

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $279,2682010Expenses 2011: $3,652,4692011Expenses 2012: $346,2212012Revenue 2013: $477,914Expenses 2013: $332,165Net Income 2013: $145,7492013Revenue 2014: $817,542Expenses 2014: $1,185,852Net Income 2014: -$368,3102014Revenue 2015: $730,635Expenses 2015: $386,293Net Income 2015: $344,3422015Revenue 2016: $3,630,800Expenses 2016: $490,378Net Income 2016: $3,140,4222016Revenue 2017: $622,533Expenses 2017: $539,906Net Income 2017: $82,6272017Revenue 2018: $701,177Expenses 2018: $288,281Net Income 2018: $412,8962018Revenue 2019: $872,416Expenses 2019: $200,281Net Income 2019: $672,1352019Revenue 2020: $3,346,924Expenses 2020: $304,953Net Income 2020: $3,041,9712020Revenue 2021: $1,581,665Expenses 2021: $1,684,981Net Income 2021: -$103,3162021Revenue 2022: -$32,890Expenses 2022: $337,200Net Income 2022: -$370,0902022Revenue 2023: $375,503Expenses 2023: $260,420Net Income 2023: $115,0832023Revenue 2024: $498,428Expenses 2024: $251,488Net Income 2024: $246,9402024

Highlighted filing

2018

Revenue$701,177
Expenses$288,281
Net Income$412,896
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$976,369
Mission and Program Overview

Mission

It is our purpose to utilize the george daily family trust resources as follows: a. To develop leadership for the benefit of the community; b. To create initiative for projects to benefit the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,970,565$8,294,343▼ $676,222
Investments in Publicly Traded Securities$6,772,967$6,018,311▼ $754,656
Land, Buildings, and Equipment, Net$1,843,450$2,247,508▲ $404,058
Savings and Temporary Cash Investments$10,264$11,291▲ $1,027
Total Assets$9,021,895$8,506,864▼ $515,031
Other Assets Total$395,214$229,754▼ $165,460
Liabilities
Other Liabilities$51,330$212,521▲ $161,191
Total Liabilities$51,330$212,521▲ $161,191
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,970,565$8,294,343▼ $676,222
Total Liabilities and Net Assets / Fund Balance$9,021,895$8,506,864▼ $515,031

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$480,058--
Land$1,767,450--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nick W WilliamsCo-trusteePT$29,948$29,948

Board Members and Trustees

NameTitle
Joe P CrookhamCo-trustee
Linda Crookham-hansenCo-trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Delong ConstructionConstruction1320 N 8TH AVE, Washington, IA 52353$109,501
Revenue and Support

Revenue Composition

Contributions and Grants
$117,885
Program Service Revenue
$-40,460
Investment Income
$638,997
Other Revenue
$-15,245
All Other Contributions
$117,885
Change in Net Assets
$412,896

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Other1$67,868
Total Noncash Contributions1$67,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$208,576
Other Expenses$49,757
Salaries, Compensation, and Employee Benefits$29,948
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$208,576--$208,576
Current Officers, Directors, Trustees, and Key Employees-$29,948-$29,948
Information Technology$19,260--$19,260
Insurance$14,565$930-$15,495
Fees for Services Accounting-$4,102-$4,102
Fees for Services Legal-$1,521-$1,521
Other Expenses$4,630$748-$748
Office Expenses-$525-$525
Total Functional Expenses$247,031$41,250$0$288,281
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of OskaloosaOskaloosa, IAGovFacade Improv. Proj.$87,357
William Penn UniversityOskaloosa, IA501c3Drama Program$45,000
Friends of the AuditoriumOskaloosa, IA501c3Performing Arts$38,886
Mahaska Co Community EmergencyOskaloosa, IA501c3Ems Rehab Unit$18,333
Forest Cemetery AssociationOskaloosa, IA501c13Security System$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Joe CrookhamTrusteeJoint VentureNo$229,754
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Sun Dome$211,191
Other Payable$1,330
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Joe crookham linda crookham-hansen co-trustee co-trustee father/daughter

Form 990, Page 6, Part VI, Line 3

Grant selection committee: madonna bowie - mccf board member, diane crookham-johnson - attorney from community, edd elder - former mayor of fremont, janet reese - community member, michael schrock - oskaloosa city manager, paula wright - superintendent oskaloosa schools. These members meet at least annually to review grant applications received and make recommendations to the trustees on grant to be made to the community which meet the mission per the organization document of the george daily charitable trust. Although this committee does not have final voting rights, minutes of their meetings are kept and their recommendations are usually followed without exception.

Form 990, Page 6, Part VI, Line 11B

Entire copy of form 990 was provided and reviewed by each trustee. Form 990 was also reviewed by administrative staff.

Form 990, Page 6, Part VI, Line 15A

Total compensation for the trustees is based on .4% of the value of the trust assets at year end. This formula was set by the local courts in the first year (1989) of the trust's existence. The formula is less than the amount allowed under iowa trust law. Each year the court appoints a guardian to review the records and calculate the fee. Then a court hearing is set for trust report approval.

Form 990, Page 6, Part VI, Line 15B

Total compensation for the trustees is based on .4% of the value of the trust assets at year end. This formula was set by the local courts in the first year (1989) of the trust's existence. The formula is less than the amount allowed under iowa trust law. Each year the court appoints a guardian to review the records and calculate the fee. Then a court hearing is set

Form 990, Page 6, Part VI, Line 19

Teammahaska.org website provides links to the george daily trust which describes grant application guidelines and the mission of the organization.

Filing and Contact Details

Filer

Filer Name
George Daily Charitable Trust
EIN
42-1336683
Phone
6416730411
Address
PO BOX 808, OSKALOOSA, IA 52577

Signing Officer

Name
Linda Crookham-hansen
Title
Co-trustee
Phone
6416730411
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe P Crookham
Formed
1989
Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
10

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Darcee M Ayers CPA
Phone
6416722523
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

It is our purpose to utilize the george daily family trust resources as follows: a. To develop leadership for the benefit of the community; b. To create initiative for projects to benefit the community.

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IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0258738
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt083218
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0258738
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0258738
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0258738
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0208576
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0208576
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01768020
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0539905
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0490378
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0389433
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt0607042
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01976596
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0208576
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0539905
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0490378
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0389433
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt0348304
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt02026758
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0171243
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0258738
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.661839000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0208576
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0208576
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE GOVERNING DOCUMENTS STATE THAT THE FUNDS ARE TO BE USED "FOR THE BENEFIT OF THE COMMUNITY OF OSKALOOSA" WHICH HAS BEEN DEFINED TO BE THE AREA IN AND AROUND THE CITY OF OSKALOOSA WHICH INTERACTS WITH OSKALOOSA BASED ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ADVISORY COMMITTEE CONSISTS OF THE CITY OF OSKALOOSA MANAGER, COMMUNITY BUSINESS LEADERS, MEMBERS OF THE OSKALOOSA COMMUNITY, SCHOOL ADMINISTRATION, AND A LOCAL ATTORNEY. THE ADVISORY COMMITTEE REVIEWS THE GRANT APPLICATIONS RECEIVED AND MAKES RECOMMENDATIONS TO THE TRUSTEES ON GRANTS TO BE MADE TO THE COMMUNITY WHICH MEET THE MISSION PER THE ORGANIZATIONAL DOCUMENT. RECOMMENDATIONS ARE USUALLY FOLLOWED WITHOUT EXCEPTION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt051330
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt07505080
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0169923
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06228037
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0112576
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt01158450
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt07392504
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0258738
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt07556410
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0258738
IRS990ScheduleA/OtherSupportSumAmt087357
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0426005086
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt087357
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CITY OF OSKALOOSA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0480058
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0480058
IRS990ScheduleD/LandGrp/BookValueAmt01767450
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01767450
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0211191
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE - SUN DOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02247508
IRS990ScheduleD/TotalLiabilityAmt0212521
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt038886
IRS990ScheduleI/RecipientTable/CashGrantAmt145000
IRS990ScheduleI/RecipientTable/CashGrantAmt287357
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt418333
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C13
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PERFORMING ARTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DRAMA PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FACADE IMPROV. PROJ.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SECURITY SYSTEM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4EMS REHAB UNIT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF THE AUDITORIUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WILLIAM PENN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CITY OF OSKALOOSA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3FOREST CEMETERY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MAHASKA CO COMMUNITY EMERGENCY
IRS990ScheduleI/RecipientTable/RecipientEIN0421471089
IRS990ScheduleI/RecipientTable/RecipientEIN1420707120
IRS990ScheduleI/RecipientTable/RecipientEIN2426005086
IRS990ScheduleI/RecipientTable/RecipientEIN3420257260
IRS990ScheduleI/RecipientTable/RecipientEIN4813530092
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01800 NORTH 3RD ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1201 TRUEBLOOD AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2220 SOUTH MARKET STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3632 N 9TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4214 HIGH AVE EAST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OSKALOOSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OSKALOOSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2OSKALOOSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3OSKALOOSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4OSKALOOSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052577
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd152577
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd252577
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd352577
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd452577
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FORMAL APPLICATIONS ARE RECEIVED FROM ORGANIZATIONS AND ARE REVIEWED BY AN ADVISORY BOARD WHO MAKES GRANT RECIPIENT RECOMMENDATIONS TO THE TRUSTEES. MOST APPLICATIONS INCLUDE INVOICES EVIDENCING FUNDS EXPENDED. ALSO,IN THIS SMALL COMMUNITY THE PROGRESS OF THE VARIOUS PROGRAMS ARE NOTED VISUALLY BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1INVESTMENTS ARE BEING USED TO PROVIDE A GUARANTEED SECURITY INTEREST FOR A BANK LOAN TO ANOTHER COMMUNITY ORGANIZATION, STEPHENS ANIMAL SHELTER (A 501C3). THE AMOUNT OF THE GUARANTEE IS 2,000,000. STEPHENS ANIMAL SHELTER BUILT A NEW BUILDING BEGINNING IN 2017.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JOE CROOKHAM
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0229754
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0JOINT VENTURE
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION AND THE TRUSTEE, JOE CROOKHAM, ARE MEMBERS/PARTNERS IN A JOINT VENTURE, PENN REAL ESTATE HOLDINGS, LLC. BOTH OWN A 16.07% INTEREST FOR A COMBINED INTEREST OF 32.14%. EACH INVESTED 225,000 CAPITAL. LOSSES ON THE INVESTMENT HAVE BROUGHT DOWN THE INVESTMENT BALANCE TO 229,754. PENN REAL ESTATE HOLDINGS, LLC OWNS COMMERCIAL RENTAL PROPERTY IN CLIVE, IOWA. THE PROPERTY IS CURRENTLY RENTED TO WILLIAM PENN UNIVERSITY (A 501C3) FOR EDUCATIONAL CLASSES. CONSEQUENTLY THE INVESTMENT DOES QUALIFY AS A PROGRAM-RELATED INVESTMENT FOR THE ORGANIZATION.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/RealEstateOtherGrp/ContributionCnt01
IRS990ScheduleM/RealEstateOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateOtherGrp/NoncashContributionsRptF990Amt067868
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$0.50$0.25$0.25
2023Summary only. Only limited summary data is available for this year.$10.5$0.00$10.5$0.38$0.26$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$0.00$9.29$0.03$0.34$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$1.58$1.68$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.00$11.7$3.35$0.30$3.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.00$10.1$0.87$0.20$0.67
2018Detailed filing. Detailed filing data is available for this year.$8.51$0.21$8.29$0.70$0.29$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.02$0.05$8.97$0.62$0.54$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$0.00$8.05$3.63$0.49$3.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.82$3.11$4.71$0.73$0.39$0.34
2014Detailed filing. Detailed filing data is available for this year.$7.85$3.21$4.63$0.82$1.19$0.37
2013Detailed filing. Detailed filing data is available for this year.$8.00$2.80$5.20$0.48$0.33$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.02$2.90$4.12$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.44$3.00$3.44$3.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.36$0.00$7.36$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $5M-$10M nonprofits