Civic Intelligence

Aldean Chaplin Memorial Trust

990 • Fiscal year 2016 • EIN 42-6060716

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 01, 2017

Organization ProfileN/A
300 East Second StreetMuscatine, IA 52761

(563) 263-4221

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$3,575

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

61st percentile

5.8%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$628,631

Up $34,321 (+5.8%) from 2015

Net Assets

Up

$628,631

Up $34,321 (+5.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin78th percentile

Revenue

Down

$24,794

Down $17,987 (-42%) from 2015

Expenses

Up

$19,908

Up $1,937 (+11%) from 2015

Net Income

Down

$4,886

Down $19,924 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2016

Assets$628,631
Liabilities$0
Net Assets$628,631
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$24,794
Expenses$19,908
Net Income$4,886
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 1, 2017
Return Version
2016v3.0
Gross Receipts
$39,879
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$594,310$628,631▲ $34,321
Investments in Publicly Traded Securities$583,933$620,283▲ $36,350
Savings and Temporary Cash Investments$10,377$8,347▼ $2,030
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$594,310$628,631▲ $34,321
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$594,310$628,631▲ $34,321
Total Liabilities and Net Assets / Fund Balance$594,310$628,631▲ $34,321
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
First National Bank of MuscatineTrustee$3,575$3,575
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$24,794
Other Revenue
$0
Change in Net Assets
$4,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,058
Salaries, Compensation, and Employee Benefits$3,575
Other Expenses$1,275
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,058--$15,058
Current Officers, Directors, Trustees, and Key Employees-$3,575-$3,575
Fees for Services Other-$765-$765
Fees for Services Legal-$510-$510
Total Functional Expenses$15,058$4,850$0$19,908
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ben Hershey Convalescent HomeMuscatine, IA509a2Rent Assistance$15,058
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 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 first national bank of muscatine 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
Michael Wilson
Title
Trustee Officer
Phone
5632634221
Signed
2017-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
First National Bank of Muscatine
Formed
1963
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Td&t Cpas and Advisors Pc
Address
500 CEDAR STREET, MUSCATINE, IA 52761
Preparer
Vicki a Beckey CPA
Phone
5632642727
Raw XML Appendix328 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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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 FIRST NATIONAL BANK OF MUSCATINE AS TRUSTEE AND ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd152761
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0594310
IRS990/TotalAssetsEOYAmt0628631
IRS990/TotalAssetsGrp/BOYAmt0594310
IRS990/TotalAssetsGrp/EOYAmt0628631
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04850
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015058
IRS990/TotalFunctionalExpensesGrp/TotalAmt019908
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0594310
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0628631
IRS990/TotalProgramServiceExpensesAmt015058
IRS990/TotalReportableCompFromOrgAmt03575
IRS990/TotalRevenueGrp/ExclusionAmt024794
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024794
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0594310
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0628631
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05632634221
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALDEAN CHAPLIN MEMORIAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRST NATIONAL BANK OF MUSCATIN
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0992E83F8B90DF5B4529726673504EEC70C9F5DD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F61130B5F35C9D26257A625420DA459B316176E7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TD&T CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 CEDAR STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUSCATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052761
ReturnHeader/PreparerPersonGrp/PhoneNum05632642727
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICKI A BECKEY CPA
ReturnHeader/ReturnTs02017-08-03T16:39:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$628,631
Liabilities
$0
Net assets
$628,631
Revenue
$24,794
Expenses
$19,908
Net income
$4,886
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