Civic Intelligence

Tonja Rickert Memorial Trust Scholarship

990PF • Fiscal year 2019 • EIN 42-1354458

Jan 01, 2019 to Dec 31, 2019 • Filed on May 18, 2020

Organization Profile
611 Second StreetTraer, IA 50675

(319) 478-2148

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$200

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

6.0%

Faster asset growth than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$36,769

Up $2,075 (+6.0%) from 2018

Net Assets

Up

$36,769

Up $2,075 (+6.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$891

Up $102 (+13%) from 2018

Expenses

Up

$1,308

Up $43 (+3.4%) from 2018

Net Income

Up

-$417

Up $59 (+12%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60K$40K$20K$0Assets 2011: $26,387Liabilities 2011: $02011Assets 2012: $25,744Liabilities 2012: $0Net Assets 2012: $25,7442012Assets 2013: $29,782Liabilities 2013: $0Net Assets 2013: $29,7822013Assets 2014: $30,059Liabilities 2014: $0Net Assets 2014: $30,0592014Assets 2015: $29,210Liabilities 2015: $0Net Assets 2015: $29,2102015Assets 2016: $33,975Liabilities 2016: $0Net Assets 2016: $33,9752016Assets 2017: $35,858Liabilities 2017: $0Net Assets 2017: $35,8582017Assets 2018: $34,694Liabilities 2018: $0Net Assets 2018: $34,6942018Assets 2019: $36,769Liabilities 2019: $0Net Assets 2019: $36,7692019Assets 2020: $38,724Liabilities 2020: $0Net Assets 2020: $38,7242020Assets 2021: $51,064Liabilities 2021: $0Net Assets 2021: $51,0642021Assets 2022: $44,529Liabilities 2022: $12022Assets 2023: $45,529Liabilities 2023: $12023

Highlighted filing

2019

Assets$36,769
Liabilities$0
Net Assets$36,769
Open 2019 Filing

Operations Trend

Revenue Growth68th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $3,159Expenses 2011: $1,107Net Income 2011: $2,0522011Expenses 2012: $1,1072012Revenue 2013: $5,558Expenses 2013: $1,100Net Income 2013: $4,4582013Revenue 2014: $588Expenses 2014: $1,100Net Income 2014: -$5122014Revenue 2015: $512Expenses 2015: $1,192Net Income 2015: -$6802015Revenue 2016: $5,267Expenses 2016: $1,155Net Income 2016: $4,1122016Revenue 2017: $751Expenses 2017: $156Net Income 2017: $5952017Revenue 2018: $789Expenses 2018: $1,265Net Income 2018: -$4762018Revenue 2019: $891Expenses 2019: $1,308Net Income 2019: -$4172019Revenue 2020: $1,253Expenses 2020: $1,314Net Income 2020: -$612020Revenue 2021: $12,217Expenses 2021: $1,342Net Income 2021: $10,8752021Revenue 2022: $2,769Expenses 2022: $1,356Net Income 2022: $1,4132022Revenue 2023: $1,588Expenses 2023: $1,413Net Income 2023: $1752023

Highlighted filing

2019

Revenue$891
Expenses$1,308
Net Income-$417
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 18, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS SAVINGS BANK TRUSTTrustee-$200-$200
Filing and Contact Details

Filer

Filer Name
Tonja Rickert Memorial Trust Scholarship
EIN
42-1354458
Phone
3194782148
Address
611 SECOND STREET, TRAER, IA 50675

Signing Officer

Name
Rick Krug
Title
Trustee
Signed
2020-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Rickert & Wessel Law Office PC
Address
115 Broad St, Reinbeck, IA 50669
Preparer
Abby S Wessel
Phone
3193456438
Raw XML Appendix247 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE ASSETS IN THIS FUND ARE INVESTED IN FEDERATED INCOME AND GNMA WHICH PURCHASES U.S. OBLIGATIONS, TWO TIME CERTIFICATES OF DEPOSIT AND ONE SAVINGS ACCOUNT. INTEREST AND DIVIDENDS ARE THEN EARNED ON THE INVESTMENTS. THE PURPOSE OF THE INVESTMENTS IS ENTIRELY TO EARN MONEY TO MAKE THE GRANTING OF SCHOLARSHIPS POSSIBLE. THEREFORE, 100% OF THE EARNINGS OF THIS FUND ARE FOR EXEMPT PURPOSE.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO APPLICATION FORM IS REQUIRED. THE BENFICIARY OF THIS SCHOLARSHIP IS TO BE CHOSEN BY A COMMITTEE OF PERSONS COMPRISED OF HIGH SCHOOL PRINCIPAL, THE PRESIDENT OF THE BOARD OF EDUCATION AND THE ATHLETIC DIRECTOR OF NORTH TAMA COMMUNITY SCHOOL. THE COMMITTE SHALL CONSIDER THE FOLLOWING FACTORS: FIRST, THAT THE CANDIDATE BE A STUDENT WHO POSSESSES THE NECESSARY DESIRE AND POTENTIAL TO FURTHER HIS OR HER EDUCATION. SECOND, THAT THE SAID CANDIDATE BE DESERVING OF FINANCIAL ASSISTANCE TO CONTINUE HIS OR HER EDUCATION. THIRD, THAT SAID CANDIDATE BE A GRADUATE OF THE COMMUNITY SCHOOL. FOURTH THAT THE CANDIDATE EXEMPLIFIES CHARACTERISTICS OF LEADERSHIP AND CITIZENSHIP. FIFTH, THAT THE CANDIDATE BE AN ACTIVE PARTICIPANT AND SIGNIFACTLY CONTRIBUTE TO THE SUCCESS OF THE ATHLETIC PROGRAM OF THE COMMUNITY SCHOOL. SIXTH, THAT THE SAID CANDIDATE MUST FURTHER HIS OR HER EDUCATION BY ATTENDING EITHER AN ACCREDITED COLLEGE OR SOME COMPRABLE TECHNICHAL OR VOCATIONAL SCHOOL.
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt012
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1268
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LT CAP GN DST TO CHECKING ACCT $16 REPORTED AS GAIN
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PARTIAL REDEMPTION TRANSFERRED TO CHECKING ACCT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rick Krug
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TONJA RICKERT MEMORIAL TRUST SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0TONJ
ReturnHeader/Filer/EIN0421354458
ReturnHeader/Filer/PhoneNum03194782148
ReturnHeader/Filer/USAddress/AddressLine1Txt0611 SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0TRAER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050675
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421394976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rickert & Wessel Law Office PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 Broad St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Reinbeck
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050669
ReturnHeader/PreparerPersonGrp/PhoneNum03193456438
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABBY S WESSEL
ReturnHeader/ReturnTs02020-05-18T07:19:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,769
Liabilities
$0
Net assets
$36,769
Revenue
$891
Expenses
$1,308
Net income
-$417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$45.5$0.00$1.59$1.41$0.18
2022Summary only. Only limited summary data is available for this year.$44.5$0.00$2.77$1.36$1.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$0.00$51.1$12.2$1.34$10.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.7$0.00$38.7$1.25$1.31$0.06
2019Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$0.89$1.31$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.00$34.7$0.79$1.27$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$0.00$35.9$0.75$0.16$0.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$0.00$34.0$5.27$1.16$4.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$0.00$29.2$0.51$1.19$0.68
2014Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$0.59$1.10$0.51
2013Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$5.56$1.10$4.46
2012Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$1.11
2011Summary only. Only limited summary data is available for this year.$26.4$0.00$3.16$1.11$2.05