Civic Intelligence

Aldean Chaplin Memorial Trust

EIN 42-6060716 • 501(c)3 • Muscatine, IA

Profile

To provide care for the indigent elderly people.

300 East Second StreetMuscatine, IA 52761

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

34th percentile

0.00x

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

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

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

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

Assets

Up

$898,990

Up $90,431 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$898,990

Up $90,431 (+11%) from 2023

Revenue

Down

$23,598

Down $168,398 (-88%) from 2023

Expenses

Up

$24,710

Up $276 (+1.1%) from 2023

Net Income

Down

-$1,112

Down $168,674 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $503,946Liabilities 2011: $0Net Assets 2011: $503,9462011Assets 2012: $532,258Liabilities 2012: $0Net Assets 2012: $532,2582012Assets 2013: $578,021Liabilities 2013: $0Net Assets 2013: $578,0212013Assets 2014: $611,467Liabilities 2014: $0Net Assets 2014: $611,4672014Assets 2015: $594,310Liabilities 2015: $0Net Assets 2015: $594,3102015Assets 2016: $628,631Liabilities 2016: $0Net Assets 2016: $628,6312016Assets 2017: $676,274Liabilities 2017: $0Net Assets 2017: $676,2742017Assets 2018: $630,744Liabilities 2018: $0Net Assets 2018: $630,7442018Assets 2019: $726,702Liabilities 2019: $0Net Assets 2019: $726,7022019Assets 2020: $752,303Liabilities 2020: $0Net Assets 2020: $752,3032020Assets 2021: $844,279Liabilities 2021: $0Net Assets 2021: $844,2792021Assets 2022: $734,296Liabilities 2022: $0Net Assets 2022: $734,2962022Assets 2023: $808,559Liabilities 2023: $0Net Assets 2023: $808,5592023Assets 2024: $898,990Liabilities 2024: $0Net Assets 2024: $898,9902024

Highlighted filing

2024

Assets$898,990
Liabilities$0
Net Assets$898,990

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $18,068Expenses 2011: $12,526Net Income 2011: $5,5422011Expenses 2012: $11,4252012Revenue 2013: $23,325Expenses 2013: $15,540Net Income 2013: $7,7852013Revenue 2014: $21,886Expenses 2014: $15,886Net Income 2014: $6,0002014Revenue 2015: $42,781Expenses 2015: $17,971Net Income 2015: $24,8102015Revenue 2016: $24,794Expenses 2016: $19,908Net Income 2016: $4,8862016Revenue 2017: $34,918Expenses 2017: $21,011Net Income 2017: $13,9072017Revenue 2018: $27,134Expenses 2018: $21,798Net Income 2018: $5,3362018Revenue 2019: $23,882Expenses 2019: $22,832Net Income 2019: $1,0502019Revenue 2020: $38,562Expenses 2020: $21,230Net Income 2020: $17,3322020Revenue 2021: $33,597Expenses 2021: $20,020Net Income 2021: $13,5772021Revenue 2022: $23,195Expenses 2022: $21,893Net Income 2022: $1,3022022Revenue 2023: $191,996Expenses 2023: $24,434Net Income 2023: $167,5622023Revenue 2024: $23,598Expenses 2024: $24,710Net Income 2024: -$1,1122024

Highlighted filing

2024

Revenue$23,598
Expenses$24,710
Net Income-$1,112

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.24$0.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$1.92$0.24$1.68
2022Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.23$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.34$0.20$0.14
2020Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.39$0.21$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.24$0.23$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.27$0.22$0.05
2017Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.35$0.21$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.25$0.20$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.43$0.18$0.25
2014Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.22$0.16$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.23$0.16$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.00$5.32$0.11
2011Summary only. Only limited summary data is available for this year.$5.04$0.00$5.04$0.18$0.13$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Gross Receipts
$134,593
Mission and Program Overview

Mission

To provide care for the indigent elderly people.

To provide medical related services to indigent residents of muscatine, iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$808,559$898,990▲ $90,431
Investments in Publicly Traded Securities$784,367$877,540▲ $93,173
Savings and Temporary Cash Investments$24,192$21,450▼ $2,742
Total Assets$808,559$898,990▲ $90,431
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$808,559$898,990▲ $90,431
Total Liabilities and Net Assets / Fund Balance$808,559$898,990▲ $90,431
Compensation and Service Providers

Board Members and Trustees

NameTitle
Midwestone BankTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$23,598
Other Revenue
$0
Change in Net Assets
$-1,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,685
Other Expenses$1,025
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,685--$23,685
Fees for Services Accounting-$990-$990
Other Expenses-$35-$35
Total Functional Expenses$23,685$1,025$0$24,710
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Senior ResourcesMuscatine, IA509a2Nurses Salaries$23,685
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
Annual disclosure for covered persons
Yes
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
Yes
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

The trust officer reviews the form 990 before filing the form.

Form 990, Page 6, Part VI, Line 12C

The trustee performs an annual administrative review to enforce the compliance with the conflict of interest policy.

Form 990, Page 6, Part VI, Line 19

Documents are held by midwestone bank as trustee and are available upon request.

Filing and Contact Details

Filer

Filer Name
Aldean Chaplin Memorial Trust
EIN
42-6060716
Phone
5632634221
Address
300 EAST SECOND STREET, MUSCATINE, IA 52761

Signing Officer

Name
Erin Burke
Title
Trustee Officer
Phone
8002474418
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Midwestone Bank
Formed
1963
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Beckey & Associates Pc
Address
500 CEDAR ST, MUSCATINE, IA 52761-4208
Preparer
Vicki a Beckey
Phone
5632642727
Raw XML Appendix315 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/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0110995
IRS990/LoanOutstandingInd0false
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IRS990/NetUnrlzdGainsLossesInvstAmt091543
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OtherExpensesGrp/TotalAmt035
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MIDWESTONE BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt018743
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IRS990/PYTotalExpensesAmt024434
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1112
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0808559
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt024192
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A REPRESENTATIVE FOR THE TRUSTEE COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGULARLY. THE EXECUTIVE DIRECTOR OF SENIOR RESOURCES PROVIDES THE TRUSTEE WITH WRITTEN VERIFICATION THAT THE FUNDS PROVIDED BY THE TRUST ARE BEING USED FOR PURPOSES INTENDED BY THE GOVERNING DOCUMENT ANNUALLY. INCOME DISTRIBUTIONS ARE MADE MONTHLY IF NET INCOME IS AVAILABLE TO DISTRIBUTE, AND QUARTERLY FINANCIAL STATEMENTS ARE PROVIDED TO THE SUPPORTED ORGANIZATIONS. THERE IS A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE ORGANIZATIONS. THE ALDEAN CHAPLIN TRUST HAS SUPPORTED THE SENIOR RESOURCES AND IT'S PREDECESSORS SINCE 1965.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ALDEAN CHAPLIN MEMORIAL TRUST SATISFIES THE INTEGRAL PART TEST ON NOVEMBER 20,1970 AS FOLLOWS: (1) THE TRUST'S UNEXPIRED INTERESTS ARE DEVOTED TO THE PURPOSE OF PROVIDING MEDICAL RELATED SERVICES TO INDIGENT RESIDENTS OF MUSCATINE, IOWA AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS UNDER SECTIONS 170, 545(B)(2), 556(B)(2), 642(C), 2055, 2106(A)(2) AND 2522. SENIOR RESOURCES PROVIDES TO THE TRUSTEE ANNUALLY A WRITTEN DESCRIPTION OF THE SPECIFIC MEDICAL RELATED SERVICES BEING PROVIDED BY THEM TO INDIGENT RESIDENTS OF MUSCATINE, IOWA. (2) THE TRUST WAS CREATED ON MARCH 20, 1963 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER SUCH DATE. (3) THE TRUSTEE IS REQUIRED BY ITS GOVERNING DOCUMENTS TO DISTRIBUTE ITS NET INCOME TO SENIOR RESOURCES WHICH OPERATES A FACILITY IN MUSCATINE, IOWA AS LONG AS FUNDS ARE ACTUALLY USED TO PROVIDE MEDICAL RELATED SERVICES TO INDIGENT RESIDENTS OF MUSCATINE, IOWA. (4) THE TRUSTEE, FIRST NATIONAL BANK OF MUSCATINE, DOES NOT HAVE DISCRETION TO DISTRIBUTE ITS NET INCOME TO ANYONE OTHER THAN SENIOR RESOURCES OR TO VARY THE AMOUNTS REQUESTED AND PAYABLE TO SENIOR RESOURCES. (5) FIRST NATIONAL BANK OF MUSCATINE, AS TRUSTEE, IS NOT A DISQUALIFIED PERSON WITHIN THE MEANING OF SECTION 4946(A).
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A WRITTEN DESCRIPTION OF THE SPECIFIC MEDICAL RELATED SERVICES BEING PROVIDED BY SENIOR RESOURCES TO INDIGENT RESIDENTS OF MUSCATINE, IOWA, IS PROVIDED BY SENIOR RESOURCES TO THE FIRST NATIONAL BANK OF MUSCATINE ACTING AS TRUSTEE ANNUALLY AND IS INCLUDED IN THE TRUSTEE'S FILED ANNUAL REPORT. A COPY OF THE TRUSTEE'S ANNUAL REPORT IS PROVIDED TO UNITY HEALTHCARE D/B/A TRINITY MUSCATINE SO IT CAN BE ASSURED THAT DISBURSEMENTS FROM THE TRUST ARE BEING USED TO CARRY OUT THE MISSION OF THE TRUST.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST OFFICER REVIEWS THE FORM 990 BEFORE FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE PERFORMS AN ANNUAL ADMINISTRATIVE REVIEW TO ENFORCE THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE HELD BY MIDWESTONE BANK AS TRUSTEE AND ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MUSCATINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052761
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0SCHEDULE R, PART V, LINE 2 (1)(D) METHOD OF DETERMINING AMOUNT INVOLVED: THE TRUSTEE DECIDES EACH YEAR THE AMOUNT OF THE GRANT TO SENIOR RESOURCES BASED ON THE AMOUNT OF NET INVESTMENT INCOME EARNED ON THE INVESTMENT ASSETS. SCHEDULE R, PART II, (1)(B): PRIMARY ACTIVITY: ASSISTS SENIORS IN LIVING INDEPENDENTLY. SCHEDULE R, PART II, (2)(B): PRIMARY ACTIVITY: RENT ASSISTANCE FOR THE ELDERLY.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0808559
IRS990/TotalAssetsEOYAmt0898990
IRS990/TotalAssetsGrp/BOYAmt0808559
IRS990/TotalAssetsGrp/EOYAmt0898990
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01025
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023685
IRS990/TotalFunctionalExpensesGrp/TotalAmt024710
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0808559
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0898990
IRS990/TotalProgramServiceExpensesAmt023685
IRS990/TotalRevenueGrp/ExclusionAmt023598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023598
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0808559
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0898990
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 E 2ND STREET
IRS990/USAddress/CityNm0MUSCATINE
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052761
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08002474418
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALDEAN CHAPLIN MEMORIAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0%MIDWESTONE BANK
ReturnHeader/Filer/BusinessNameControlTxt0ALDE
ReturnHeader/Filer/EIN0426060716
ReturnHeader/Filer/PhoneNum05632634221
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 EAST SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0MUSCATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052761
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843494804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKEY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 CEDAR ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUSCATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0527614208
ReturnHeader/PreparerPersonGrp/PhoneNum05632642727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICKI A BECKEY
ReturnHeader/ReturnTs02025-05-12T15:26:51-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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