Civic Intelligence

Jo Mcdonough Trust

990 • Fiscal year 2017 • EIN 42-6061174

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
124 S 1st StreetOskaloosa, IA 52577

(641) 673-8303

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$11,477

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

36th percentile

-0.5%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-2.5%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,656,556

Down $17,651 (-0.5%) from 2016

Net Assets

Down

$3,656,256

Down $17,651 (-0.5%) from 2016

Liabilities

Flat

$300

Flat from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin13th percentile

Revenue

Down

$85,411

Down $2,209 (-2.5%) from 2016

Expenses

Down

$103,062

Down $7,519 (-6.8%) from 2016

Net Income

Up

-$17,651

Up $5,310 (+23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $3,697,168Liabilities 2015: $300Net Assets 2015: $3,696,8682015Assets 2016: $3,674,207Liabilities 2016: $300Net Assets 2016: $3,673,9072016Assets 2017: $3,656,556Liabilities 2017: $300Net Assets 2017: $3,656,2562017Assets 2018: $3,367,956Liabilities 2018: $300Net Assets 2018: $3,367,6562018Assets 2019: $3,418,103Liabilities 2019: $300Net Assets 2019: $3,417,8032019Assets 2020: $3,417,123Liabilities 2020: $300Net Assets 2020: $3,416,8232020Assets 2021: $4,453,718Liabilities 2021: $300Net Assets 2021: $4,453,4182021Assets 2022: $4,463,272Liabilities 2022: $300Net Assets 2022: $4,462,9722022Assets 2023: $4,531,078Liabilities 2023: $300Net Assets 2023: $4,530,7782023Assets 2024: $4,380,481Liabilities 2024: $300Net Assets 2024: $4,380,1812024

Highlighted filing

2017

Assets$3,656,556
Liabilities$300
Net Assets$3,656,256
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $303,315Expenses 2015: $135,773Net Income 2015: $167,5422015Revenue 2016: $87,620Expenses 2016: $110,581Net Income 2016: -$22,9612016Revenue 2017: $85,411Expenses 2017: $103,062Net Income 2017: -$17,6512017Revenue 2018: $90,677Expenses 2018: $101,777Net Income 2018: -$11,1002018Revenue 2019: $92,861Expenses 2019: $105,324Net Income 2019: -$12,4632019Revenue 2020: $97,174Expenses 2020: $98,154Net Income 2020: -$9802020Revenue 2021: $95,330Expenses 2021: $108,505Net Income 2021: -$13,1752021Revenue 2022: $101,424Expenses 2022: $91,870Net Income 2022: $9,5542022Revenue 2023: $146,416Expenses 2023: $102,536Net Income 2023: $43,8802023Revenue 2024: $106,660Expenses 2024: $120,007Net Income 2024: -$13,3472024

Highlighted filing

2017

Revenue$85,411
Expenses$103,062
Net Income-$17,651
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.3
Gross Receipts
$103,467
Mission and Program Overview

Mission

Support the american national red cross.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,523,950$3,523,950→ $0
Cap Stk Tr Prin Current Funds$3,407,610$3,407,610→ $0
Rtn Earn Endowment Incm Other Fnds$266,297$248,646▼ $17,651
Savings and Temporary Cash Investments$150,257$132,606▼ $17,651
Total Assets$3,674,207$3,656,556▼ $17,651
Liabilities
Other Liabilities$300$300→ $0
Total Liabilities$300$300→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,673,907$3,656,256▼ $17,651
Total Liabilities and Net Assets / Fund Balance$3,674,207$3,656,556▼ $17,651

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,487,499-$3,487,499
Buildings$36,451-$36,451
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Trustee$11,477$11,477
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$712
Other Revenue
$84,699
Change in Net Assets
$-17,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,085
Salaries, Compensation, and Employee Benefits$11,477
Other Expenses$2,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$89,085--$89,085
Current Officers, Directors, Trustees, and Key Employees-$11,477-$11,477
Fees for Services Legal-$1,520-$1,520
Fees for Services Accounting-$980-$980
Total Functional Expenses$89,085$13,977$0$103,062
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American National Red CrossWashington, DC501c3Programs$89,085
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$300
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
Yes
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

“Draft of form 990 is reviewed by tom nelson, vice president of trust services of midwestone bank, the institutional trustee. A copy of form 990 will also be provided to the supported organization.”

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

“Midwestone bank, the institutional trustee, has a conflict of interest policy in place for entities they manage. All conflicts are monitored through their policies and procedures.”

Form 990, Page 6, Part VI, Line 15A

“Fees for the institutional trustee are computed per fixed schedule applied to all entities they manage. These fees are also approved by the iowa district court and the supported organization before payment.”

Form 990, Page 6, Part VI, Line 19

“Forms 990 and organizational documents are available from the trustee upon request.”

Filing and Contact Details

Filer

Filer Name
Jo Mcdonough Trust
EIN
42-6061174
Phone
6416738303
Address
124 S 1ST STREET, OSKALOOSA, IA 52577

Signing Officer

Name
Midwestone Bank
Title
Trustee
Phone
6416738303
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
1952
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Td&t Cpas and Advisors Pc
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Darcee M Ayers CPA
Phone
6416722523
Raw XML Appendix334 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/ExplanationTxt1THE SUPPORTED ORGANIZATION IS PROVIDED INVESTMENT STATEMENTS ALTHOUGH FARMLAND IS THE PRIMARY ASSET. THE SUPPORTED ORGANIZATION HAS INDICATED THEY WOULD LIKE TO SELL FARMLAND AND INVEST IN HIGHER EARNING INVESTMENTS, HOWEVER SELLING FARMLAND IS NOT ALLOWED UNDER TERMS OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2LARGE SUPPORTED CHARITY HAS BEEN IN CORRESPONDENCE DIRECTLY WITH THIS TRUST TO ADJUST ITS SUPPORTING ORGANIZATION STATUS. THE SUPPORTED ORGANIZATION HAS RECEIVED ANNUAL COURT REPORTS AND INVESTMENT REPORTS SINCE ITS FORMATION IN 1952.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FORM 990 IS REVIEWED BY TOM NELSON, VICE PRESIDENT OF TRUST SERVICES OF MIDWESTONE BANK, THE INSTITUTIONAL TRUSTEE. A COPY OF FORM 990 WILL ALSO BE PROVIDED TO THE SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MIDWESTONE BANK, THE INSTITUTIONAL TRUSTEE, HAS A CONFLICT OF INTEREST POLICY IN PLACE FOR ENTITIES THEY MANAGE. ALL CONFLICTS ARE MONITORED THROUGH THEIR POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEES FOR THE INSTITUTIONAL TRUSTEE ARE COMPUTED PER FIXED SCHEDULE APPLIED TO ALL ENTITIES THEY MANAGE. THESE FEES ARE ALSO APPROVED BY THE IOWA DISTRICT COURT AND THE SUPPORTED ORGANIZATION BEFORE PAYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORMS 990 AND ORGANIZATIONAL DOCUMENTS ARE AVAILABLE FROM THE TRUSTEE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03674207
IRS990/TotalAssetsEOYAmt03656556
IRS990/TotalAssetsGrp/BOYAmt03674207
IRS990/TotalAssetsGrp/EOYAmt03656556
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013977
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt089085
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0300
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IRS990/TotalProgramServiceExpensesAmt089085
IRS990/TotalReportableCompFromOrgAmt011477
IRS990/TotalRevenueGrp/ExclusionAmt085411
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085411
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03674207
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03656556
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0124 S 1ST STREET
IRS990/USAddress/CityNm0OSKALOOSA
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IRS990/USAddress/ZIPCd052577
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06416738303
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JO MCDONOUGH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOMC
ReturnHeader/Filer/EIN0426061174
ReturnHeader/Filer/PhoneNum06416738303
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 S 1ST STREET
ReturnHeader/Filer/USAddress/CityNm0OSKALOOSA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0992E83F8B90DF5B4529726673504EEC70C9F5DD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C4F4301BCA08B0DA86AB5E5E1BC737D06AE3FF09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:42:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TD&T CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 HIGH AVE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSKALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0525772823
ReturnHeader/PreparerPersonGrp/PhoneNum06416722523
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCEE M AYERS CPA
ReturnHeader/ReturnTs02018-05-09T16:42:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,656,556
Liabilities
$300
Net assets
$3,656,256
Revenue
$85,411
Expenses
$103,062
Net income
-$17,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.11$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.15$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.10$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.09$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.09$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.09$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.30$0.14$0.17