Civic Intelligence

Eva R Huxford Trust

990 • Fiscal year 2014 • EIN 42-6051871

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 22, 2015

212 Wwillow StreetCherokee, IA 51012

(712) 225-3000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.33x

Higher debt load relative to revenue than 62% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

34th percentile

0.0%

Higher net margin than 34% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$20,740

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

34th percentile

-0.2%

Faster asset growth than 34% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Down

$10,682,256

Down $20,683 (-0.2%) from 2013

Net Assets

Down

$10,472,492

Down $182,428 (-1.7%) from 2013

Liabilities

Up

$209,764

Up $161,745 (+337%) from 2013

Revenue

Up

$634,187

Up $175,739 (+38%) from 2013

Expenses

Up

$634,187

Up $175,739 (+38%) from 2013

Net Income

Flat

$0

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2013: $10,702,939Liabilities 2013: $48,019Net Assets 2013: $10,654,9202013Assets 2014: $10,682,256Liabilities 2014: $209,764Net Assets 2014: $10,472,4922014Assets 2015: $10,115,586Liabilities 2015: $262,366Net Assets 2015: $9,853,2202015Assets 2016: $9,844,499Liabilities 2016: $162,849Net Assets 2016: $9,681,6502016Assets 2017: $9,901,304Liabilities 2017: $0Net Assets 2017: $9,901,3042017Assets 2018: $9,334,865Liabilities 2018: $0Net Assets 2018: $9,334,8652018Assets 2019: $9,752,374Liabilities 2019: $19,466Net Assets 2019: $9,732,9082019Assets 2020: $9,865,266Liabilities 2020: $0Net Assets 2020: $9,865,2662020Assets 2021: $10,429,143Liabilities 2021: $0Net Assets 2021: $10,429,1432021Assets 2022: $9,540,050Liabilities 2022: $0Net Assets 2022: $9,540,0502022Assets 2023: $10,717,088Liabilities 2023: $0Net Assets 2023: $10,717,0882023Assets 2024: $11,185,114Liabilities 2024: $0Net Assets 2024: $11,185,1142024

Highlighted filing

2014

Assets$10,682,256
Liabilities$209,764
Net Assets$10,472,492

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2013: $458,448Expenses 2013: $458,448Net Income 2013: $02013Revenue 2014: $634,187Expenses 2014: $634,187Net Income 2014: $02014Revenue 2015: $661,640Expenses 2015: $661,640Net Income 2015: $02015Revenue 2016: $482,076Expenses 2016: $482,078Net Income 2016: -$22016Revenue 2017: $461,643Expenses 2017: $461,643Net Income 2017: $02017Revenue 2018: $502,319Expenses 2018: $502,319Net Income 2018: $02018Revenue 2019: $698,869Expenses 2019: $698,869Net Income 2019: $02019Revenue 2020: $373,673Expenses 2020: $373,263Net Income 2020: $4102020Revenue 2021: $528,517Expenses 2021: $528,927Net Income 2021: -$4102021Revenue 2022: $171,588Expenses 2022: $171,587Net Income 2022: $12022Revenue 2023: $203,998Expenses 2023: $203,999Net Income 2023: -$12023Revenue 2024: $541,273Expenses 2024: $541,272Net Income 2024: $12024

Highlighted filing

2014

Revenue$634,187
Expenses$634,187
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 22, 2015
Return Version
2014v5.0
Gross Receipts
$1,392,559
Mission and Program Overview

Mission

To provide additional funding to the sioux valley memorial hospital association for repairs, furnishings and equipment or general hospital expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,654,920$10,472,492▼ $182,428
Investments in Publicly Traded Securities$7,458,971$7,989,239▲ $530,268
Land, Buildings, and Equipment, Net$2,400,000$2,340,000▼ $60,000
Savings and Temporary Cash Investments$836,977$348,965▼ $488,012
Total Assets$10,702,939$10,682,256▼ $20,683
Other Assets Total$6,991$4,052▼ $2,939
Liabilities
Grants Payable$48,019$209,764▲ $161,745
Total Liabilities$48,019$209,764▲ $161,745
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,654,920$10,472,492▼ $182,428
Total Liabilities and Net Assets / Fund Balance$10,702,939$10,682,256▼ $20,683

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,340,000-$2,340,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cherokee State BankTrusteePT$20,740$20,740
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$582,397
Other Revenue
$51,790
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$609,924
Other Expenses$24,263
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$609,924--$609,924
Fees for Services Other-$20,750-$20,750
Fees for Services Accounting-$2,550-$2,550
Fees for Services Legal-$963-$963
Total Functional Expenses$609,924$24,263$0$634,187
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sioux Valley Memorial Hospital AssnCherokee, IA--$609,924
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 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

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Eva R Huxford Trust
EIN
42-6051871
Phone
7122253000
Address
212 WWILLOW STREET, CHEROKEE, IA 51012

Signing Officer

Name
James Mohn
Title
Trustee
Phone
7122253000
Signed
2015-06-22

Organization Details

Formed
1951
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
Donna R Burkhardt CPA
Phone
7122255755
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Decrease in fmv of assets 182,428

Raw XML Appendix257 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0CHEROKEE STATE BANK
IRS990/BooksInCareOfDetail/PhoneNum07122253000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0212 WEST WILLOW
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHEROKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd051012
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0609924
IRS990/CYInvestmentIncomeAmt0582397
IRS990/CYOtherExpensesAmt024263
IRS990/CYOtherRevenueAmt051790
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt00
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0634187
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0634187
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
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IRS990/Desc0GRANTS MADE TO THE SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION, CHEROKEE, IA
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0609924
IRS990/FamilyOrBusinessRlnInd0false
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02550
IRS990/FeesForServicesAccountingGrp/TotalAmt02550
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0963
IRS990/FeesForServicesLegalGrp/TotalAmt0963
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt020750
IRS990/FeesForServicesOtherGrp/TotalAmt020750
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt020740
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt095383
IRS990/GainOrLossGrp/SecuritiesAmt0258824
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0609924
IRS990/GrantsPayableGrp/BOYAmt048019
IRS990/GrantsPayableGrp/EOYAmt0209764
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0609924
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0609924
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt095383
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01010977
IRS990/GrossReceiptsAmt01392559
IRS990/GrossRentsGrp/RealAmt059301
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0228089
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0101
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0228190
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07458971
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07989239
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017360
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02400000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02340000
IRS990/LandBldgEquipCostOrOtherBssAmt02357360
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0752153
IRS990/LessRentalExpensesGrp/RealAmt06219
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE ADDITIONAL FUNDING TO THE SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION FOR REPAIRS, FURNISHINGS AND EQUIPMENT OR GENERAL HOSPITAL EXPENSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010654920
IRS990/NetAssetsOrFundBalancesEOYAmt010472492
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0244189
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0110018
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0354207
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt053082
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt053082
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt06991
IRS990/OtherAssetsTotalGrp/EOYAmt04052
IRS990/OtherChangesInNetAssetsAmt0-182428
IRS990/OtherRevenueMiscGrp/Desc0BLACKSTONE
IRS990/OtherRevenueMiscGrp/Desc1BREITBURN ENERGY
IRS990/OtherRevenueMiscGrp/Desc2QR ENERGY
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IRS990/OtherRevenueTotalAmt0-1292
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0435896
IRS990/PYInvestmentIncomeAmt0397171
IRS990/PYOtherExpensesAmt022552
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IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RelatedEntityInd0false
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0836977
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IRS990ScheduleA/HospitalInd0X
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt02340000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0609924
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SIOUX VALLEY MEMORIAL HOSPITAL ASSN
IRS990ScheduleI/RecipientTable/RecipientEIN0420707096
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 SIOUX VALLEY DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHEROKEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECREASE IN FMV OF ASSETS 182,428
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/TotalGrossUBIAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MOHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVA R HUXFORD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EVAR
ReturnHeader/Filer/EIN0426051871
ReturnHeader/Filer/PhoneNum07122253000
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 WWILLOW STREET
ReturnHeader/Filer/USAddress/CityNm0CHEROKEE
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ReturnHeader/Filer/USAddress/ZIPCd051012
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKHARDT & DAWSON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0793 NORTH SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHEROKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122255755
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA R BURKHARDT CPA
ReturnHeader/ReturnTs02015-07-20T10:34:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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