Civic Intelligence

E Joe Lundsgaard Educational Trust

EIN 42-1356317 • 501(c)3 • Cherokee, IA

Profile

Tuition grants and subsidize tuition

Cherokee State Bank 212 W WillowCherokee, IA 51012-1000

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$2,970

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

58th percentile

6.7%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

163%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$502,502

Up $31,551 (+6.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$502,502

Up $31,551 (+6.7%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin94th percentile

Revenue

Up

$47,049

Up $29,167 (+163%) from 2023

Expenses

Down

$15,498

Down $1,672 (-9.7%) from 2023

Net Income

Up

$31,551

Up $30,839 (+4331%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2020: $476,879Liabilities 2020: $0Net Assets 2020: $476,8792020Assets 2021: $494,103Liabilities 2021: $0Net Assets 2021: $494,1032021Assets 2022: $470,239Liabilities 2022: $0Net Assets 2022: $470,2392022Assets 2023: $470,951Liabilities 2023: $0Net Assets 2023: $470,9512023Assets 2024: $502,502Liabilities 2024: $0Net Assets 2024: $502,5022024

Highlighted filing

2024

Assets$502,502
Liabilities$0
Net Assets$502,502
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2020: $63,483Expenses 2020: $11,314Net Income 2020: $52,1692020Revenue 2021: $24,766Expenses 2021: $7,542Net Income 2021: $17,2242021Revenue 2022: -$15,806Expenses 2022: $8,058Net Income 2022: -$23,8642022Revenue 2023: $17,882Expenses 2023: $17,170Net Income 2023: $7122023Revenue 2024: $47,049Expenses 2024: $15,498Net Income 2024: $31,5512024

Highlighted filing

2024

Revenue$47,049
Expenses$15,498
Net Income$31,551
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$502,502
Liabilities
$0
Net assets
$502,502
Revenue
$47,049
Expenses
$15,498
Net income
$31,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.47$0.15$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.18$0.17$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.16$0.08$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.25$0.08$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.63$0.11$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.0
Gross Receipts
$156,598
Mission and Program Overview

Mission

Tuition grants and subsidize tuition

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$239,813$276,164▲ $36,351
Cash and Non-Interest-Bearing Accounts$32,652$27,786▼ $4,866
Prepaid Expenses and Deferred Charges$276$342▲ $66
Total Assets$470,951$502,502▲ $31,551
Other Assets Total$198,210$198,210→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$470,951$502,502▲ $31,551
Total Net Assets Fund Balance$470,951$502,502▲ $31,551
Total Liabilities and Net Assets / Fund Balance$470,951$502,502▲ $31,551

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$198,210--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
Cherokee State BankTrustee$2,970$2,970
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$47,049
Other Revenue
$0
Change in Net Assets
$31,551
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,670
Salaries, Compensation, and Employee Benefits$2,970
Other Expenses$1,858
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,670--$10,670
Current Officers, Directors, Trustees, and Key Employees$2,970--$2,970
Fees for Services Accounting$1,800--$1,800
Other Expenses$58--$58
Total Functional Expenses$15,498$0$0$15,498
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cherokee Education FoundationCherokee, IA--$6,402
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
E Joe Lundsgaard Educational Trust
EIN
42-1356317
Phone
7122253000
Address
CHEROKEE STATE BANK 212 W WILLOW, CHEROKEE, IA 51012-1000

Signing Officer

Name
Cherokee State Bank
Title
Trustee
Phone
7122253000
Signed
2025-05-07

Organization Details

Principal Officer
Cherokee State Bank
Formed
2000
Legal Domicile
Ia
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Burkhardt & Dawson Cpas
Address
793 NORTH SECOND STREET, CHEROKEE, IA 51012
Preparer
Laura M Dawson CPA
Phone
7122255755
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Insurance policy update 0”

Raw XML Appendix355 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE POLICY UPDATE 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEROKEE STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E JOE LUNDSGAARD EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EJOE
ReturnHeader/Filer/EIN0421356317
ReturnHeader/Filer/PhoneNum07122253000
ReturnHeader/Filer/USAddress/AddressLine1Txt0CHEROKEE STATE BANK 212 W WILLOW
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKHARDT & DAWSON CPAS
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA M DAWSON CPA
ReturnHeader/ReturnTs02025-05-08T15:31:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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