Civic Intelligence

Meridian Credit Union

EIN 42-6067162 • 501(c)14 • Ottumwa, IA

Profile

State chartered credit union

1206 N JeffersonOttumwa, IA 52501

www.mymeridiancu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.84x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

17.51x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Source year 2025

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$125,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

501(c)14 • $25M-$50M nonprofits • Source year 2025

Asset Growth

31st percentile

-1.7%

Faster asset growth than 31% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

6.0%

Faster revenue growth than 40% of similar nonprofits.

501(c)14 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$34,302,969

Up $722,161 (+2.2%) from 2023

Liabilities

Up

$29,014,494

Up $403,304 (+1.4%) from 2023

Net Assets

Up

$5,288,475

Up $318,857 (+6.4%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin66th percentile

Revenue

Up

$1,517,322

Up $178,761 (+13%) from 2023

Expenses

Up

$1,202,481

Up $197,407 (+20%) from 2023

Net Income

Down

$314,841

Down $18,646 (-5.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$40M$30M$20M$10M$0Assets 2010: $31,052,337Liabilities 2010: $28,243,592Net Assets 2010: $2,808,7452010Assets 2011: $31,320,291Liabilities 2011: $28,234,162Net Assets 2011: $3,086,1292011Assets 2012: $30,910,272Liabilities 2012: $27,485,461Net Assets 2012: $3,424,8112012Assets 2013: $29,281,712Liabilities 2013: $25,601,778Net Assets 2013: $3,679,9342013Assets 2014: $28,608,170Liabilities 2014: $24,711,780Net Assets 2014: $3,896,3902014Assets 2015: $29,298,100Liabilities 2015: $25,285,675Net Assets 2015: $4,012,4252015Assets 2016: $28,504,295Liabilities 2016: $24,386,163Net Assets 2016: $4,118,1322016Assets 2017: $28,366,278Liabilities 2017: $24,181,978Net Assets 2017: $4,184,3002017Assets 2018: $26,832,460Liabilities 2018: $22,532,851Net Assets 2018: $4,299,6092018Assets 2019: $26,716,049Liabilities 2019: $22,175,359Net Assets 2019: $4,540,6902019Assets 2020: $31,343,344Liabilities 2020: $26,693,232Net Assets 2020: $4,650,1122020Assets 2021: $34,501,149Liabilities 2021: $29,936,363Net Assets 2021: $4,564,7862021Assets 2022: $34,586,188Liabilities 2022: $29,955,650Net Assets 2022: $4,630,5382022Assets 2023: $33,580,808Liabilities 2023: $28,611,190Net Assets 2023: $4,969,6182023Assets 2024: $34,302,969Liabilities 2024: $29,014,494Net Assets 2024: $5,288,4752024

Highlighted filing

2024

Assets$34,302,969
Liabilities$29,014,494
Net Assets$5,288,475
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,335,7742010Expenses 2011: $1,136,7172011Expenses 2012: $977,5652012Revenue 2013: $1,150,038Expenses 2013: $872,790Net Income 2013: $277,2482013Revenue 2014: $1,064,064Expenses 2014: $837,766Net Income 2014: $226,2982014Revenue 2015: $990,033Expenses 2015: $847,470Net Income 2015: $142,5632015Revenue 2016: $944,673Expenses 2016: $827,198Net Income 2016: $117,4752016Revenue 2017: $958,128Expenses 2017: $903,126Net Income 2017: $55,0022017Revenue 2018: $1,032,094Expenses 2018: $902,874Net Income 2018: $129,2202018Revenue 2019: $1,093,378Expenses 2019: $847,979Net Income 2019: $245,3992019Revenue 2020: $984,400Expenses 2020: $887,804Net Income 2020: $96,5962020Revenue 2021: $865,649Expenses 2021: $943,781Net Income 2021: -$78,1322021Revenue 2022: $934,713Expenses 2022: $846,161Net Income 2022: $88,5522022Revenue 2023: $1,338,561Expenses 2023: $1,005,074Net Income 2023: $333,4872023Revenue 2024: $1,517,322Expenses 2024: $1,202,481Net Income 2024: $314,8412024

Highlighted filing

2024

Revenue$1,517,322
Expenses$1,202,481
Net Income$314,841
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$34,302,969
Liabilities
$29,014,494
Net assets
$5,288,475
Revenue
$1,517,322
Expenses
$1,202,481
Net income
$314,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$29.0$5.29$1.52$1.20$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$28.6$4.97$1.34$1.01$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.6$30.0$4.63$0.93$0.85$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$29.9$4.56$0.87$0.94$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.3$26.7$4.65$0.98$0.89$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$22.2$4.54$1.09$0.85$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$22.5$4.30$1.03$0.90$0.13
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$24.2$4.18$0.96$0.90$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$24.4$4.12$0.94$0.83$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$25.3$4.01$0.99$0.85$0.14
2014Detailed filing. Detailed filing data is available for this year.$28.6$24.7$3.90$1.06$0.84$0.23
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$25.6$3.68$1.15$0.87$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.9$27.5$3.42$0.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$28.2$3.09$1.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$28.2$2.81$1.34
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Gross Receipts
$1,032,094
Mission and Program Overview

Mission

State chartered credit union

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$14,692,303$12,899,792▼ $1,792,511
Other Notes and Loans Receivable, Net$10,724,292$11,639,660▲ $915,368
Rtn Earn Endowment Incm Other Fnds$3,113,919$3,229,228▲ $115,309
Pd in Cap Srpls Land Bldg Eqp Fund$1,070,381$1,070,381→ $0
Investments in Publicly Traded Securities$1,537,603$872,293▼ $665,310
Land, Buildings, and Equipment, Net$327,841$307,364▼ $20,477
Cash and Non-Interest-Bearing Accounts$178,307$215,406▲ $37,099
Prepaid Expenses and Deferred Charges$44,002$64,475▲ $20,473
Total Assets$28,366,278$26,832,460▼ $1,533,818
Other Assets Total$861,930$833,470▼ $28,460
Liabilities
Other Liabilities$24,135,693$22,506,954▼ $1,628,739
Accounts Payable and Accrued Expenses$46,285$25,897▼ $20,388
Total Liabilities$24,181,978$22,532,851▼ $1,649,127
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,184,300$4,299,609▲ $115,309
Total Liabilities and Net Assets / Fund Balance$28,366,278$26,832,460▼ $1,533,818

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$291,945$158,074$450,019
Equipment$15,419$187,141$202,560
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Bill AlexanderBoard Member
Brian CutsforthBoard Member
Hanna Jo T KyhlBoard Member
James JacksonBoard Member
Joyce PoncyBoard Member
Julie LawrenceBoard Member
Julie SchuckBoard Member
Steve AllisonBoard Member
Su BrownBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$772,853
Investment Income
$259,241
Other Revenue
$0
Change in Net Assets
$129,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,032,094
Total Revenue per Audited Statements
$1,032,094
Total Revenue per Form 990
$1,032,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$585,475
Salaries, Compensation, and Employee Benefits$317,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$245,201
Office Expenses---$129,034
Advertising---$77,802
All Other Expenses---$46,752
Other Employee Benefits---$43,175
Other Expenses---$42,100
Depreciation Depletion---$31,552
Payroll Taxes---$21,061
Conferences and Meetings---$14,421
Fees for Services Accounting---$14,400
Insurance---$11,975
Pension Plan Contributions---$7,962
Occupancy---$5,909
Fees for Services Legal---$1,787
Total Functional Expenses$0$0$0$902,874

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$902,874
Total Expenses per Audited Statements$902,874
Total Expenses per Form 990$902,874
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Deposits$22,506,954
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“All depositors are considered members.”

Form 990, Page 6, Part VI, Line 7A

“The credit union members elect on an annual basis the members of the board of directors.”

Form 990, Page 6, Part VI, Line 7B

“Any proposed mergers must be approved by a majority of the membership.”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

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

“The security matrix on the data processing system prohibits employees and directors from initiating transactions on all accounts listed on their conflict of interest disclosure statement, which is updated annually.”

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

“The process for determining compensation for the ceo includes a comparison of compensation for similarly qualified persons in comparable positions, review and approval by the board of directors and is documented in the board minutes. The last review was conducted in december 2018.”

Form 990, Page 6, Part VI, Line 19

“The monthly financial statements are posted in the lobby and are updated on a monthly basis. The governing documents and conflict of interest policy are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Meridian Credit Union
EIN
42-6067162
Phone
6416844207
Address
1206 N JEFFERSON, OTTUMWA, IA 52501

Signing Officer

Name
Josh Hall
Title
CEO
Phone
6416844207
Signed
2019-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josh Hall
Formed
1952
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
8

Preparer

Firm
Petersen & Associates
Address
506 E GOLD COAST RD STE 100, PAPILLION, NE 68046-4790
Preparer
Steven O Petersen
Phone
4023332800
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“N/A”

Form 990, Part XI, Line 9

“Net change in investment valuation reserve 0 net change in investment valuation reserve -13,911 total -13,911”

Raw XML Appendix353 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
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd052501
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IRS990/CompensationProcessCEOInd0true
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IRS990/ConferencesMeetingsGrp/TotalAmt014421
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IRS990/DepreciationDepletionGrp/TotalAmt031552
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt014400
IRS990/FeesForServicesLegalGrp/TotalAmt01787
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt064475
IRS990/PrincipalOfficerNm0JOSH HALL
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IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0613223
IRS990/ProgramServiceRevenueGrp/ExclusionAmt196195
IRS990/ProgramServiceRevenueGrp/ExclusionAmt263435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0613223
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt196195
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt263435
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IRS990/PYOtherExpensesAmt0593493
IRS990/PYProgramServiceRevenueAmt0727371
IRS990/PYRevenuesLessExpensesAmt055002
IRS990/PYSalariesCompEmpBnftPaidAmt0309633
IRS990/PYTotalExpensesAmt0903126
IRS990/PYTotalRevenueAmt0958128
IRS990/ReconcilationRevenueExpnssAmt0129220
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03113919
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03229228
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt012899792
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0158074
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0450019
IRS990ScheduleD/EquipmentGrp/BookValueAmt015419
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0187141
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0202560
IRS990ScheduleD/ExpensesSubtotalAmt0902874
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022506954
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0307364
IRS990ScheduleD/TotalExpensesPerForm990Amt0902874
IRS990ScheduleD/TotalLiabilityAmt022506954
IRS990ScheduleD/TotalRevenuePerForm990Amt01032094
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01032094
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DEPOSITORS ARE CONSIDERED MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CREDIT UNION MEMBERS ELECT ON AN ANNUAL BASIS THE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY PROPOSED MERGERS MUST BE APPROVED BY A MAJORITY OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SECURITY MATRIX ON THE DATA PROCESSING SYSTEM PROHIBITS EMPLOYEES AND DIRECTORS FROM INITIATING TRANSACTIONS ON ALL ACCOUNTS LISTED ON THEIR CONFLICT OF INTEREST DISCLOSURE STATEMENT, WHICH IS UPDATED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES A COMPARISON OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS, REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN THE BOARD MINUTES. THE LAST REVIEW WAS CONDUCTED IN DECEMBER 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE MONTHLY FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY AND ARE UPDATED ON A MONTHLY BASIS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NET CHANGE IN INVESTMENT VALUATION RESERVE 0 NET CHANGE IN INVESTMENT VALUATION RESERVE -13,911 TOTAL -13,911
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt026832460
IRS990/TotalAssetsGrp/BOYAmt028366278
IRS990/TotalAssetsGrp/EOYAmt026832460
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0902874
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024181978
IRS990/TotalLiabilitiesEOYAmt022532851
IRS990/TotalLiabilitiesGrp/BOYAmt024181978
IRS990/TotalLiabilitiesGrp/EOYAmt022532851
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04184300
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04299609
IRS990/TotalProgramServiceRevenueAmt0772853
IRS990/TotalRevenueGrp/ExclusionAmt01032094
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01032094
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028366278
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026832460
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01206 N JEFFERSON
IRS990/USAddress/CityNm0OTTUMWA
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052501
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.MYMERIDIANCU.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSH HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06416844207
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERIDIAN CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0MERI
ReturnHeader/Filer/EIN0426067162
ReturnHeader/Filer/PhoneNum06416844207
ReturnHeader/Filer/USAddress/AddressLine1Txt01206 N JEFFERSON
ReturnHeader/Filer/USAddress/CityNm0OTTUMWA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AA5E5617F0C7F7CF9897F415F01B95D9C4C9C7A2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AA5E5617F0C7F7CF9897F415F01B95D9C4C9C7A2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.167.146.228
ReturnHeader/FilingSecurityInformation/IPDt02019-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:50:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470749138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSEN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0506 E GOLD COAST RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAPILLION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0680464790
ReturnHeader/PreparerPersonGrp/PhoneNum04023332800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN O PETERSEN
ReturnHeader/ReturnTs02019-04-24T13:50:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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