Civic Intelligence

Historic Pella Trust Inc

EIN 42-1446570 • 501(c)3 • Pella, IA

Profile

Historic pella trust was organized to protect and preserve pella's heritage by preserving historic building sites, so that future generations will continue to honor the time and talent of our forefathers.

PO Box 1Pella, IA 50219

www.historicpellatrust.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-29%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-11%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

78%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$215,962

Up $44,678 (+26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$215,962

Up $44,678 (+26%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin19th percentile

Revenue

Up

$78,872

Up $7,937 (+11%) from 2023

Expenses

Down

$34,194

Down $57,126 (-63%) from 2023

Net Income

Up

$44,678

Up $65,063 (+319%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$300K$200K$100K$0Assets 2016: $210,482Liabilities 2016: $31,000Net Assets 2016: $179,4822016Assets 2018: $212,329Liabilities 2018: $5,279Net Assets 2018: $207,0502018Assets 2019: $259,607Liabilities 2019: $1,548Net Assets 2019: $258,0592019Assets 2020: $200,752Liabilities 2020: $544Net Assets 2020: $200,2082020Assets 2022: $192,191Liabilities 2022: $522Net Assets 2022: $191,6692022Assets 2023: $171,284Liabilities 2023: $0Net Assets 2023: $171,2842023Assets 2024: $215,962Liabilities 2024: $0Net Assets 2024: $215,9622024

Highlighted filing

2024

Assets$215,962
Liabilities$0
Net Assets$215,962
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2016: $68,803Expenses 2016: $102,260Net Income 2016: -$33,4572016Revenue 2018: $76,322Expenses 2018: $39,221Net Income 2018: $37,1012018Revenue 2019: $117,159Expenses 2019: $66,150Net Income 2019: $51,0092019Revenue 2020: $76,778Expenses 2020: $134,629Net Income 2020: -$57,8512020Revenue 2022: $39,911Expenses 2022: $30,204Net Income 2022: $9,7072022Revenue 2023: $70,935Expenses 2023: $91,320Net Income 2023: -$20,3852023Revenue 2024: $78,872Expenses 2024: $34,194Net Income 2024: $44,6782024

Highlighted filing

2024

Revenue$78,872
Expenses$34,194
Net Income$44,678
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$215,962
Liabilities
$0
Net assets
$215,962
Revenue
$78,872
Expenses
$34,194
Net income
$44,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.79$0.34$0.45
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.71$0.91$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.92$0.40$0.30$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.01$2.00$0.77$1.35$0.58
2019Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.58$1.17$0.66$0.51
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.05$2.07$0.76$0.39$0.37
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.31$1.79$0.69$1.02$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$78,872
Mission and Program Overview

Mission

Historic pella trust was organized to protect and preserve pella's heritage by preserving historic building sites, so that future generations will continue to honor the time and talent of our forefathers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$92,703$87,194▼ $5,509
Land, Buildings, and Equipment, Net$71,340$69,882▼ $1,458
Savings and Temporary Cash Investments$7,241$58,886▲ $51,645
Total Assets$171,284$215,962▲ $44,678
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$163,943$158,621▼ $5,322
Net Assets With Donor Restrictions$7,341$57,341▲ $50,000
Total Net Assets Fund Balance$171,284$215,962▲ $44,678
Total Liabilities and Net Assets / Fund Balance$171,284$215,962▲ $44,678

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$28,822$28,038$56,860
Land$41,060-$41,060
Equipment-$1,250$1,250
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Bruce BoertjePresident
Ann SummittDirector
Bob ZylstraDirector
Dody BoatDirector
Duane RempeDirector
Jordan Vande KampDirector
Mary Van WykDirector
Wayne StienstraDirector
Gerae KellyExecutive Di
Annie Vande KampSecretary
Matt MccullaTreasurer
Lila TurnbullVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$59,023
Program Service Revenue
$7,320
Investment Income
$12,529
Other Revenue
$0
All Other Contributions
$59,023
Change in Net Assets
$44,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,194
Total Fundraising Expense$5,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$8,338--$8,338
Insurance$4,322--$4,322
All Other Expenses$2,928--$2,928
Fees for Services Legal$2,393--$2,393
Depreciation Depletion$1,458--$1,458
Other Expenses$1,307-$5,119$1,307
Office Expenses$1,049--$1,049
Fees for Services Accounting$478--$478
Total Functional Expenses$29,075$0$5,119$34,194
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

“A copy of the 990 is available for the full governing body to review and comment on before the return is filed.”

Form 990, Page 6, Part VI, Line 19

“All of the organization's policies and procedures are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Pella Trust Inc
EIN
42-1446570
Phone
6412041876
Address
PO BOX 1, PELLA, IA 50219

Signing Officer

Name
Bruce Boertje
Title
President
Phone
6412041876
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Boertje
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
2

Preparer

Firm
Van Maanen Sietstra Meyer & Nikkel Pc
Address
PO BOX 381, PELLA, IA 50219-0381
Preparer
Melanie Meyer CPA
Phone
6416283737
Raw XML Appendix363 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/ExplanationTxt1ALL OF THE ORGANIZATION'S POLICIES AND PROCEDURES ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE MEYER CPA
ReturnHeader/ReturnTs02025-05-15T14:24:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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