Civic Intelligence

Lowden Charitable Trust Inc.

990 • Fiscal year 2019 • EIN 42-1389853

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

Organization ProfileN/A
504-508 Main StreetLowden, IA 52255

(563) 941-5301

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-291%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$327,074

Up $10,247 (+3.2%) from 2018

Net Assets

Up

$327,074

Up $10,247 (+3.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$6,020

Down $21,049 (-78%) from 2018

Expenses

Down

$23,509

Down $4,399 (-16%) from 2018

Net Income

Down

-$17,489

Down $16,650 (-1985%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2016: $235,759Liabilities 2016: $0Net Assets 2016: $235,7592016Assets 2017: $313,467Liabilities 2017: $0Net Assets 2017: $313,4672017Assets 2018: $316,827Liabilities 2018: $0Net Assets 2018: $316,8272018Assets 2019: $327,074Liabilities 2019: $0Net Assets 2019: $327,0742019Assets 2020: $307,215Liabilities 2020: $0Net Assets 2020: $307,2152020Assets 2021: $369,801Liabilities 2021: $0Net Assets 2021: $369,8012021Assets 2022: $349,369Liabilities 2022: $0Net Assets 2022: $349,3692022Assets 2023: $370,582Liabilities 2023: $0Net Assets 2023: $370,5822023Assets 2024: $397,075Liabilities 2024: $0Net Assets 2024: $397,0752024

Highlighted filing

2019

Assets$327,074
Liabilities$0
Net Assets$327,074
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $201,727Expenses 2016: $5,177Net Income 2016: $196,5502016Revenue 2017: $64,177Expenses 2017: $32,086Net Income 2017: $32,0912017Revenue 2018: $27,069Expenses 2018: $27,908Net Income 2018: -$8392018Revenue 2019: $6,020Expenses 2019: $23,509Net Income 2019: -$17,4892019Revenue 2020: $11,661Expenses 2020: $34,000Net Income 2020: -$22,3392020Revenue 2021: $8,063Expenses 2021: $15,000Net Income 2021: -$6,9372021Revenue 2022: $57,532Expenses 2022: $30,377Net Income 2022: $27,1552022Revenue 2023: $3,362Expenses 2023: $19,636Net Income 2023: -$16,2742023Revenue 2024: $1,370Expenses 2024: $50,335Net Income 2024: -$48,9652024

Highlighted filing

2019

Revenue$6,020
Expenses$23,509
Net Income-$17,489
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.0
Gross Receipts
$16,325
Mission and Program Overview

Mission

To benefit the general public of Lowden and surrounding community

To benefit the general public of the Lowden and surrounding area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$303,993$321,854▲ $17,861
Cash and Non-Interest-Bearing Accounts$12,834$5,219▼ $7,615
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$316,827$327,074▲ $10,247
Other Assets Total-$1-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$316,827$327,074▲ $10,247
Total Net Assets Fund Balance$316,827$327,074▲ $10,247
Total Liabilities and Net Assets / Fund Balance$316,827$327,074▲ $10,247
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Leroy LuepkerPresident
Barry HoffmeierVice President
Judith a NortonSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$885
Program Service Revenue
$0
Investment Income
$5,135
Other Revenue
$0
All Other Contributions
$885
Change in Net Assets
$-17,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,509
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,725--$19,725
Grants to Domestic Individuals$3,784--$3,784
Total Functional Expenses$23,509$0$0$23,509
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
33o Golf & Country ClubLowden, IA--$7,950
330 Golf & Country ClubLowden, IA--$6,487
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Lowden Charitable Trust Inc
EIN
42-1389853
Phone
5639415301
Address
504-508 MAIN STREET, LOWDEN, IA 52255

Signing Officer

Name
Judith a Norton
Title
Secretary/treas
Signed
2020-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leroy Luepker
Formed
1992
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Norton Baumann & Surls Pllc
Address
504 -508 Main Street, Lowden, IA 52255-0100
Preparer
Christopher Surls
Phone
5639415301
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Accounting adjustment = -$5126”

Raw XML Appendix343 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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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0504-508 MAIN STREET
IRS990/USAddress/CityNm0LOWDEN
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052255
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH A NORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWDEN CHARITABLE TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0LOWD
ReturnHeader/Filer/EIN0421389853
ReturnHeader/Filer/PhoneNum05639415301
ReturnHeader/Filer/USAddress/AddressLine1Txt0504-508 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0LOWDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052255
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273014665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTON BAUMANN & SURLS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0504 -508 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lowden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0522550100
ReturnHeader/PreparerPersonGrp/PhoneNum05639415301
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Surls
ReturnHeader/ReturnTs02020-06-30T08:41:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$327,074
Liabilities
$0
Net assets
$327,074
Revenue
$6,020
Expenses
$23,509
Net income
-$17,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.01$0.50$0.49
2023Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.03$0.20$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.58$0.30$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.08$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.12$0.34$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.06$0.24$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.27$0.28$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.64$0.32$0.32
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$2.02$0.05$1.97