Civic Intelligence

John W Nelson Tw - 20805200 C/O Wells Fargo Bank (Mac N8000-027)

990 • Fiscal year 2020 • EIN 42-6084354

May 01, 2019 to Apr 30, 2020 • Filed on May 07, 2020

Organization ProfileN/A
Iowa Savings Bank 510 W US Hwy 30Carroll, IA 51401

(712) 792-9772

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

28th percentile

-5.5%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$24,280

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

19th percentile

-4.9%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

0.7%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$938,486

Down $48,755 (-4.9%) from 2019

Net Assets

Down

$938,486

Down $48,755 (-4.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin28th percentile

Revenue

Up

$246,797

Up $1,724 (+0.7%) from 2019

Expenses

Up

$260,398

Up $18,279 (+7.5%) from 2019

Net Income

Down

-$13,601

Down $16,555 (-560%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $806,741Liabilities 2011: $0Net Assets 2011: $806,7412011Assets 2012: $852,928Liabilities 2012: $0Net Assets 2012: $852,9282012Assets 2013: $855,272Liabilities 2013: $0Net Assets 2013: $855,2722013Assets 2014: $989,323Liabilities 2014: $0Net Assets 2014: $989,3232014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $970,750Liabilities 2016: $0Net Assets 2016: $970,7502016Assets 2017: $957,326Liabilities 2017: $0Net Assets 2017: $957,3262017Assets 2018: $968,872Liabilities 2018: $0Net Assets 2018: $968,8722018Assets 2019: $987,241Liabilities 2019: $0Net Assets 2019: $987,2412019Assets 2020: $938,486Liabilities 2020: $0Net Assets 2020: $938,4862020Assets 2021: $1,074,762Liabilities 2021: $0Net Assets 2021: $1,074,7622021Assets 2022: $1,033,403Liabilities 2022: $0Net Assets 2022: $1,033,4032022Assets 2023: $1,023,634Liabilities 2023: $0Net Assets 2023: $1,023,6342023Assets 2024: $1,025,007Liabilities 2024: $0Net Assets 2024: $1,025,0072024Assets 2025: $1,037,305Liabilities 2025: $0Net Assets 2025: $1,037,3052025

Highlighted filing

2020

Assets$938,486
Liabilities$0
Net Assets$938,486
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $326,353Expenses 2011: $188,391Net Income 2011: $137,9622011Expenses 2012: $220,9372012Expenses 2013: $256,0262013Revenue 2014: $406,786Expenses 2014: $272,735Net Income 2014: $134,0512014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $270,411Expenses 2016: $289,663Net Income 2016: -$19,2522016Revenue 2017: $217,036Expenses 2017: $251,778Net Income 2017: -$34,7422017Revenue 2018: $229,236Expenses 2018: $244,893Net Income 2018: -$15,6572018Revenue 2019: $245,073Expenses 2019: $242,119Net Income 2019: $2,9542019Revenue 2020: $246,797Expenses 2020: $260,398Net Income 2020: -$13,6012020Revenue 2021: $247,139Expenses 2021: $262,924Net Income 2021: -$15,7852021Revenue 2022: $295,239Expenses 2022: $290,111Net Income 2022: $5,1282022Revenue 2023: $322,602Expenses 2023: $361,588Net Income 2023: -$38,9862023Revenue 2024: $335,353Expenses 2024: $367,675Net Income 2024: -$32,3222024Revenue 2025: $331,576Expenses 2025: $354,577Net Income 2025: -$23,0012025

Highlighted filing

2020

Revenue$246,797
Expenses$260,398
Net Income-$13,601
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
May 7, 2020
Return Version
2019v5.1
Gross Receipts
$271,205
Mission and Program Overview

Mission

To support the various community, church missions and maintenance of the faith lutheran church.

To support the various communities, church missions and maintenance of the faith lutheran church

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$987,241$938,486▼ $48,755
Investments in Publicly Traded Securities$515,957$480,802▼ $35,155
Land, Buildings, and Equipment, Net$232,026$232,026→ $0
Savings and Temporary Cash Investments$239,258$225,658▼ $13,600
Total Assets$987,241$938,486▼ $48,755
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$987,241$938,486▼ $48,755
Total Liabilities and Net Assets / Fund Balance$987,241$938,486▼ $48,755

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$19,717-
Land$232,026--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Iowa Savings BankTrusteePT$24,280$24,280
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,655
Other Revenue
$230,142
Change in Net Assets
$-13,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$233,971
Salaries, Compensation, and Employee Benefits$24,280
Other Expenses$2,147
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$233,971--$233,971
Current Officers, Directors, Trustees, and Key Employees-$24,280-$24,280
Fees for Service Investment Mgmnt Fees-$1,577-$1,577
Fees for Services Legal-$570-$570
Total Functional Expenses$233,971$26,427$0$260,398
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Faith Lutheran ChurchOdebolt, IA501c3-$233,971
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The 990 is reviewed by the trustee and the board of directors of the faith lutheran church”

Form 990 availability to public Part VI line 18

“The documents are available upon request from the trustee”

Governing documents etc available to public Part VI line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
John W Nelson Trust Tw - 20805200
EIN
42-6084354
Address
IOWA SAVINGS BANK 510 W US HWY 30, CARROLL, IA 51401

Signing Officer

Name
Michel Nelson
Title
Senior Vice Pre
Phone
7127929772
Signed
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Simmons Perrine Moyer Bergman PLC
Address
115 Third St SE Ste 1200, Cedar Rapids, IA 52401
Preparer
Kyle W Wilcox
Phone
3193667641
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“MISC ADJUSTMENT”

Raw XML Appendix289 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/PhoneNum07127929772
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01988
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IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0271205
IRS990/GrossRentsGrp/RealAmt0254550
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt016655
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016655
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0515957
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0480802
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt0251743
IRS990/LegalDomicileStateCd0IA
IRS990/LessRentalExpensesGrp/RealAmt024408
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE VARIOUS COMMUNITIES, CHURCH MISSIONS AND MAINTENANCE OF THE FAITH LUTHERAN CHURCH
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0987241
IRS990/NetAssetsOrFundBalancesEOYAmt0938486
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-35154
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0214836
IRS990/PYInvestmentIncomeAmt015419
IRS990/PYOtherExpensesAmt02361
IRS990/PYOtherRevenueAmt0229654
IRS990/PYRevenuesLessExpensesAmt02954
IRS990/PYSalariesCompEmpBnftPaidAmt024922
IRS990/PYTotalExpensesAmt0242119
IRS990/PYTotalRevenueAmt0245073
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-13601
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0230142
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239258
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0225658
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
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleI/RecipientTable/RecipientEIN0420757442
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE TRUSTEE AND THE BOARD OF DIRECTORS OF THE FAITH LUTHERAN CHURCH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHEL NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VICE PRE
ReturnHeader/BusinessOfficerGrp/PhoneNum07127929772
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN W NELSON TRUST TW - 20805200
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0426084354
ReturnHeader/Filer/USAddress/AddressLine1Txt0IOWA SAVINGS BANK 510 W US HWY 30
ReturnHeader/Filer/USAddress/CityNm0CARROLL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051401
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04227542020129oztqpfb
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.253.47.50
ReturnHeader/FilingSecurityInformation/IPDt02020-05-08
ReturnHeader/FilingSecurityInformation/IPTm010:10:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420665669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Simmons Perrine Moyer Bergman PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 Third St SE Ste 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cedar Rapids
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052401
ReturnHeader/PreparerPersonGrp/PhoneNum03193667641
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle W Wilcox
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-08T10:06:01-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$938,486
Liabilities
$0
Net assets
$938,486
Revenue
$246,797
Expenses
$260,398
Net income
-$13,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.33$0.35$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.34$0.37$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.32$0.36$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.30$0.29$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.25$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.25$0.26$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.25$0.24$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.23$0.24$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.22$0.25$0.03
2016Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.27$0.29$0.02
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.41$0.27$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.22
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.33$0.19$0.14