Civic Intelligence

Jo Mcdonough Trust

990 • Fiscal year 2021 • EIN 42-6061174

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 02, 2022

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

13th percentile

-14%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$11,631

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-1.9%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,453,718

Up $1,036,595 (+30%) from 2020

Net Assets

Up

$4,453,418

Up $1,036,595 (+30%) from 2020

Liabilities

Flat

$300

Flat from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin13th percentile

Revenue

Down

$95,330

Down $1,844 (-1.9%) from 2020

Expenses

Up

$108,505

Up $10,351 (+11%) from 2020

Net Income

Down

-$13,175

Down $12,195 (-1244%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2021

Assets$4,453,718
Liabilities$300
Net Assets$4,453,418
Open 2021 Filing

Operations Trend

Revenue Growth29th 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

2021

Revenue$95,330
Expenses$108,505
Net Income-$13,175
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 2, 2022
Return Version
2021v4.0
Gross Receipts
$112,087
Mission and Program Overview

Mission

Support the american national red cross.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,309,060$4,358,830▲ $1,049,770
Cap Stk Tr Prin Current Funds$3,407,610$3,407,610→ $0
Rtn Earn Endowment Incm Other Fnds$9,213$1,045,808▲ $1,036,595
Savings and Temporary Cash Investments$107,764$94,588▼ $13,176
Investments in Publicly Traded Securities$300$300→ $0
Cash and Non-Interest-Bearing Accounts$-1--
Total Assets$3,417,123$4,453,718▲ $1,036,595
Liabilities
Other Liabilities$300$300→ $0
Total Liabilities$300$300→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,416,823$4,453,418▲ $1,036,595
Total Liabilities and Net Assets / Fund Balance$3,417,123$4,453,718▲ $1,036,595

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,258,750-$4,258,750
Buildings$100,080-$100,080
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
Midwestone BankTrustee$11,631$11,631
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$31
Other Revenue
$95,299
Change in Net Assets
$-13,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,652
Salaries, Compensation, and Employee Benefits$8,731
Other Expenses$8,122
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$91,652--$91,652
Current Officers, Directors, Trustees, and Key Employees-$8,731-$8,731
Fees for Service Investment Mgmnt Fees-$2,900-$2,900
Fees for Services Legal-$2,537-$2,537
Fees for Services Other-$1,485-$1,485
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$91,652$16,853$0$108,505
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American National Red CrossWashington, DC501c3Programs$91,652
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
2022-02-02
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.

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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.
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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
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt091652
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/TotalAssetsBOYAmt03417123
IRS990/TotalAssetsEOYAmt04453718
IRS990/TotalAssetsGrp/BOYAmt03417123
IRS990/TotalAssetsGrp/EOYAmt04453718
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091652
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108505
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0300
IRS990/TotalLiabilitiesEOYAmt0300
IRS990/TotalLiabilitiesGrp/BOYAmt0300
IRS990/TotalLiabilitiesGrp/EOYAmt0300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03416823
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04453418
IRS990/TotalProgramServiceExpensesAmt091652
IRS990/TotalReportableCompFromOrgAmt011631
IRS990/TotalRevenueGrp/ExclusionAmt095330
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095330
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03417123
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04453718
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03192485146
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-02
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/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/PreparationDt02022-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCEE M AYERS CPA
ReturnHeader/ReturnTs02022-02-02T16:59:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORROW
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,453,718
Liabilities
$300
Net assets
$4,453,418
Revenue
$95,330
Expenses
$108,505
Net income
-$13,175
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