Civic Intelligence

Lorene Curtis Diver Memorial Trust

EIN 42-6058457 • 501(c)3 • Keokuk, IA

Profile

Support trinity united methodist church

925 Main Street Apt 211Keokuk, IA 52632
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

-2.8%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

91%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$120,264

Down $3,465 (-2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$120,264

Down $3,465 (-2.8%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Up

$8,651

Up $4,117 (+91%) from 2024

Expenses

Up

$7,188

Up $2,904 (+68%) from 2024

Net Income

Up

$1,463

Up $1,213 (+485%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$150K$100K$50K$0Assets 2012: $77,800Liabilities 2012: $02012Assets 2013: $79,954Liabilities 2013: $0Net Assets 2013: $79,9542013Assets 2014: $88,281Liabilities 2014: $0Net Assets 2014: $88,2812014Assets 2015: $93,400Liabilities 2015: $0Net Assets 2015: $93,4002015Assets 2016: $86,829Liabilities 2016: $0Net Assets 2016: $86,8292016Assets 2017: $92,274Liabilities 2017: $0Net Assets 2017: $92,2742017Assets 2018: $97,114Liabilities 2018: $0Net Assets 2018: $97,1142018Assets 2019: $93,513Liabilities 2019: $0Net Assets 2019: $93,5132019Assets 2020: $80,536Liabilities 2020: $0Net Assets 2020: $80,5362020Assets 2021: $90,854Liabilities 2021: $0Net Assets 2021: $90,8542021Assets 2022: $105,363Liabilities 2022: $0Net Assets 2022: $105,3632022Assets 2023: $103,836Liabilities 2023: $0Net Assets 2023: $103,8362023Assets 2024: $123,729Liabilities 2024: $0Net Assets 2024: $123,7292024Assets 2025: $120,264Liabilities 2025: $0Net Assets 2025: $120,2642025

Highlighted filing

2025

Assets$120,264
Liabilities$0
Net Assets$120,264
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2012: -$3,436Expenses 2012: $2,284Net Income 2012: -$5,7202012Revenue 2013: $2,078Expenses 2013: $2,734Net Income 2013: -$6562013Revenue 2014: $5,086Expenses 2014: $1,089Net Income 2014: $3,9972014Revenue 2015: $5,595Expenses 2015: $5,169Net Income 2015: $4262015Revenue 2016: $7,310Expenses 2016: $5,547Net Income 2016: $1,7632016Revenue 2017: $3,909Expenses 2017: $4,916Net Income 2017: -$1,0072017Revenue 2018: $10,284Expenses 2018: $5,208Net Income 2018: $5,0762018Revenue 2019: $11,742Expenses 2019: $5,624Net Income 2019: $6,1182019Revenue 2020: $11,231Expenses 2020: $5,135Net Income 2020: $6,0962020Revenue 2021: $9,510Expenses 2021: $5,161Net Income 2021: $4,3492021Revenue 2022: $12,732Expenses 2022: $5,378Net Income 2022: $7,3542022Revenue 2023: $3,651Expenses 2023: $5,178Net Income 2023: -$1,5272023Revenue 2024: $4,534Expenses 2024: $4,284Net Income 2024: $2502024Revenue 2025: $8,651Expenses 2025: $7,188Net Income 2025: $1,4632025

Highlighted filing

2025

Revenue$8,651
Expenses$7,188
Net Income$1,463
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,264
Liabilities
$0
Net assets
$120,264
Revenue
$8,651
Expenses
$7,188
Net income
$1,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.09$0.07$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.05$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.11$0.05$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.12$0.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.07$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.01$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.02$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$0.03$0.02$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
May 16, 2025
Return Version
2024v5.1
Gross Receipts
$8,651
Mission and Program Overview

Mission

Support trinity united methodist church

Program Services

DescriptionGrantsExpenses
FINANCIAL ASSISTANCE TO TRINITY UNITED METHODIST CHURCH$5,750$1,438
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALETTA HARDINManaging Trustee-$0--
FRANCES LATTAManaging Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Lorene Curtis Diver Memorial Trust
EIN
42-6058457
In Care Of
% ALETTA HARDIN
Phone
3197956975
Address
925 MAIN STREET APT 211, KEOKUK, IA 52632

Signing Officer

Name
Aletta Hardin
Title
Managing Trustee
Phone
3197956975
Signed
2025-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Korte Tax Accounting Inc
Address
1310 Oakwood Drive, Polk City, IA 50226
Preparer
Carol a Korte
Phone
3197953636
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity support grantee trinity united methodist church street 2330 plank rd city, state, zip keokuk, ia 52632amount 5,750”

Description of other expenses Part I line 16

“Description amountinvestment management 1,123tax prep 300safe deposit box 15”

Other changes in net assets or fund balances Part I line 20

“Description amountunrealized loss (4,928)”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CONNECTION BANK TRUST DEPARTMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum03195242944
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02119 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KEOKUK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052632
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0123729
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01463
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0123729
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0120264
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05750
IRS990EZ/GrossReceiptsAmt08651
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08651
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123729
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120264
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123729
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0120264
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALETTA HARDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRANCES LATTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MANAGING TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MANAGING TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-4928
IRS990EZ/OtherExpensesTotalAmt01438
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TRINITY UNITED METHODIST CHURCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCIAL ASSISTANCE TO TRINITY UNITED METHODIST CHURCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01438
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07188
IRS990EZ/TotalProgramServiceExpensesAmt01438
IRS990EZ/TotalRevenueAmt08651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420725200
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05750
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRINITY UNITED METHODIST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt05750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SUPPORT GRANTEE TRINITY UNITED METHODIST CHURCH STREET 2330 PLANK RD CITY, STATE, ZIP KEOKUK, IA 52632AMOUNT 5,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINVESTMENT MANAGEMENT 1,123TAX PREP 300SAFE DEPOSIT BOX 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTUNREALIZED LOSS (4,928)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALETTA HARDIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03197956975
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORENE CURTIS DIVER MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LORE
ReturnHeader/Filer/EIN0426058457
ReturnHeader/Filer/InCareOfNm0% ALETTA HARDIN
ReturnHeader/Filer/PhoneNum03197956975
ReturnHeader/Filer/USAddress/AddressLine1Txt0925 MAIN STREET APT 211
ReturnHeader/Filer/USAddress/CityNm0KEOKUK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052632
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421526178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Korte Tax Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01310 Oakwood Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Polk City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050226
ReturnHeader/PreparerPersonGrp/PhoneNum03197953636
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL A KORTE
ReturnHeader/ReturnTs02025-05-26T12:03:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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