Civic Intelligence

Jo Mcdonough Trust

990 • Fiscal year 2019 • EIN 42-6061174

Jan 01, 2019 to Dec 31, 2019 • Filed on May 16, 2020

Organization Profile
PO Box 1700Iowa City, IA 52244

(319) 248-5146

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$11,452

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

2.4%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$3,418,103

Up $50,147 (+1.5%) from 2018

Net Assets

Up

$3,417,803

Up $50,147 (+1.5%) from 2018

Liabilities

Flat

$300

Flat from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin17th percentile

Revenue

Up

$92,861

Up $2,184 (+2.4%) from 2018

Expenses

Up

$105,324

Up $3,547 (+3.5%) from 2018

Net Income

Down

-$12,463

Down $1,363 (-12%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$3,418,103
Liabilities$300
Net Assets$3,417,803
Open 2019 Filing

Operations Trend

Revenue Growth46th 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

2019

Revenue$92,861
Expenses$105,324
Net Income-$12,463
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 16, 2020
Return Version
2019v5.0
Gross Receipts
$109,764
Mission and Program Overview

Mission

Support the american national red cross.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,407,610$3,407,610→ $0
Land, Buildings, and Equipment, Net$3,246,450$3,309,060▲ $62,610
Savings and Temporary Cash Investments$121,506$108,743▼ $12,763
Rtn Earn Endowment Incm Other Fnds$-39,954$10,193▲ $50,147
Investments in Publicly Traded Securities-$300-
Total Assets$3,367,956$3,418,103▲ $50,147
Liabilities
Other Liabilities$300$300→ $0
Total Liabilities$300$300→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,367,656$3,417,803▲ $50,147
Total Liabilities and Net Assets / Fund Balance$3,367,956$3,418,103▲ $50,147

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,210,000-$3,210,000
Buildings$99,060-$99,060
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Midwestone BankTrustee$11,452$11,452
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,491
Other Revenue
$91,370
Change in Net Assets
$-12,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,274
Salaries, Compensation, and Employee Benefits$11,452
Other Expenses$3,598
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$90,274--$90,274
Current Officers, Directors, Trustees, and Key Employees-$11,452-$11,452
Fees for Services Accounting-$3,578-$3,578
Fees for Services Legal-$20-$20
Total Functional Expenses$90,274$15,050$0$105,324
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American National Red CrossWashington, DC501c3Programs$90,274
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 - Rental$300
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
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 sandra morrow, 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

“Form 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
3192485146
Address
PO BOX 1700, IOWA CITY, IA 52244

Signing Officer

Name
Midwestone Bank
Title
Trustee
Phone
3192485146
Signed
2020-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Midwestone Bank
Formed
1952
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Darcee M Ayers CPA
Phone
6416722523
Raw XML Appendix340 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT THE AMERICAN NATIONAL RED CROSS.
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0MIDWESTONE BANK
IRS990/BooksInCareOfDetail/PhoneNum03192485146
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1700
IRS990/BooksInCareOfDetail/USAddress/CityNm0IOWA CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052244
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03407610
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03407610
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011452
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt011452
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt090274
IRS990/CYInvestmentIncomeAmt01491
IRS990/CYOtherExpensesAmt03598
IRS990/CYOtherRevenueAmt091370
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-12463
IRS990/CYSalariesCompEmpBnftPaidAmt011452
IRS990/CYTotalExpensesAmt0105324
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt092861
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0IN ACCORDANCE WITH ITS ORGANIZATIONAL DOCUMENTS, ALL NET INCOME WAS PAID TO ITS SUPPORTED ORGANIZATION, THE AMERICAN NATIONAL RED CROSS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt090274
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03578
IRS990/FeesForServicesAccountingGrp/TotalAmt03578
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt020
IRS990/FeesForServicesLegalGrp/TotalAmt020
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0MIDWESTONE BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt011452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt090274
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt090274
IRS990/GrantsToDomesticOrgsGrp/TotalAmt090274
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0109764
IRS990/GrossRentsGrp/RealAmt0108273
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01491
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0300
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03246450
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03309060
IRS990/LandBldgEquipCostOrOtherBssAmt03309060
IRS990/LegalDomicileStateCd0IA
IRS990/LessRentalExpensesGrp/RealAmt016903
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT THE AMERICAN NATIONAL RED CROSS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03367656
IRS990/NetAssetsOrFundBalancesEOYAmt03417803
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt091370
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt091370
IRS990/NetUnrlzdGainsLossesInvstAmt062610
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherLiabilitiesGrp/BOYAmt0300
IRS990/OtherLiabilitiesGrp/EOYAmt0300
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MIDWESTONE BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt087930
IRS990/PYInvestmentIncomeAmt01403
IRS990/PYOtherExpensesAmt02610
IRS990/PYOtherRevenueAmt089274
IRS990/PYRevenuesLessExpensesAmt0-11100
IRS990/PYSalariesCompEmpBnftPaidAmt011237
IRS990/PYTotalExpensesAmt0101777
IRS990/PYTotalRevenueAmt090677
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-12463
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt091370
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-39954
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010193
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0121506
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0108743
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/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LARGE 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/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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, LINE 1
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0530196605
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt090274
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN NATIONAL RED CROSS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt090274
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt099060
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt099060
IRS990ScheduleD/LandGrp/BookValueAmt03210000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03210000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS - RENTAL
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03309060
IRS990ScheduleD/TotalLiabilityAmt0300
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt090274
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN NATIONAL RED CROSS
IRS990ScheduleI/RecipientTable/RecipientEIN0530196605
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02025 E STREET NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020006
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SUPPORTED ORGANIZATION IS A WELL KNOWN NATIONAL CHARITY WHOSE EXEMPT MISSION AND SERVICE ACCOMPLISHMENTS ARE AVAILABLE FOR PUBLIC INSPECTION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FORM 990 IS REVIEWED BY SANDRA MORROW, 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/ExplanationTxt3FORM 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AMERICAN NATIONAL RED CROSS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530196605
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DISASTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02025 E STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt090274
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AMERICAN NATIONAL RED CROSS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03367956
IRS990/TotalAssetsEOYAmt03418103
IRS990/TotalAssetsGrp/BOYAmt03367956
IRS990/TotalAssetsGrp/EOYAmt03418103
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015050
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090274
IRS990/TotalFunctionalExpensesGrp/TotalAmt0105324
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0300
IRS990/TotalLiabilitiesEOYAmt0300
IRS990/TotalLiabilitiesGrp/BOYAmt0300
IRS990/TotalLiabilitiesGrp/EOYAmt0300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03367656
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03417803
IRS990/TotalProgramServiceExpensesAmt090274
IRS990/TotalReportableCompFromOrgAmt011452
IRS990/TotalRevenueGrp/ExclusionAmt092861
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092861
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03367956
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03418103
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1700
IRS990/USAddress/CityNm0IOWA CITY
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052244
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03192485146
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JO MCDONOUGH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOMC
ReturnHeader/Filer/EIN0426061174
ReturnHeader/Filer/PhoneNum03192485146
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1700
ReturnHeader/Filer/USAddress/CityNm0IOWA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId030A3AC32C43CC14755240E8139B266A126685CAA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03C3A7537566AA79E2910B1248B724DF844E471BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-05-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:19:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TDT 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/PreparationDt02020-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCEE M AYERS CPA
ReturnHeader/ReturnTs02020-05-26T17:19:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,418,103
Liabilities
$300
Net assets
$3,417,803
Revenue
$92,861
Expenses
$105,324
Net income
-$12,463
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