Civic Intelligence

Dora L Mahanay Educational Trust

990PF • Fiscal year 2018 • EIN 42-6091712

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization Profile
PO Box 351Jefferson, IA 50129

(515) 386-2131

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$23,637

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

34th percentile

-2.6%

Faster asset growth than 34% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$807,102

Down $21,925 (-2.6%) from 2017

Net Assets

Down

$807,099

Down $21,928 (-2.6%) from 2017

Liabilities

Up

$3

Up $3 from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin87th percentile

Revenue

Up

$131,444

Up $15,686 (+14%) from 2017

Expenses

Down

$79,322

Down $88,187 (-53%) from 2017

Net Income

Up

$52,122

Up $103,873 (+201%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.0M$500K$0Assets 2011: $860,595Liabilities 2011: $0Net Assets 2011: $860,5952011Assets 2012: $857,597Liabilities 2012: $0Net Assets 2012: $857,5972012Assets 2013: $855,811Liabilities 2013: $0Net Assets 2013: $855,8112013Assets 2014: $851,449Liabilities 2014: $0Net Assets 2014: $851,4492014Assets 2015: $847,898Liabilities 2015: $0Net Assets 2015: $847,8982015Assets 2016: $843,989Liabilities 2016: $0Net Assets 2016: $843,9892016Assets 2017: $829,027Liabilities 2017: $0Net Assets 2017: $829,0272017Assets 2018: $807,102Liabilities 2018: $3Net Assets 2018: $807,0992018Assets 2019: $799,503Liabilities 2019: $1Net Assets 2019: $799,5022019Assets 2020: $796,826Liabilities 2020: $1Net Assets 2020: $796,8252020Assets 2021: $793,175Liabilities 2021: $0Net Assets 2021: $793,1752021Assets 2022: $790,222Liabilities 2022: $0Net Assets 2022: $790,2222022Assets 2023: $788,544Liabilities 2023: $0Net Assets 2023: $788,5442023Assets 2024: $789,029Liabilities 2024: $0Net Assets 2024: $789,0292024

Highlighted filing

2018

Assets$807,102
Liabilities$3
Net Assets$807,099
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$100K$0-$100KExpenses 2011: $110,3552011Expenses 2012: $100,3922012Revenue 2013: $139,182Expenses 2013: $107,665Net Income 2013: $31,5172013Revenue 2014: $128,362Expenses 2014: $105,933Net Income 2014: $22,4292014Revenue 2015: $114,222Expenses 2015: $139,548Net Income 2015: -$25,3262015Revenue 2016: $99,484Expenses 2016: $148,382Net Income 2016: -$48,8982016Revenue 2017: $115,758Expenses 2017: $167,509Net Income 2017: -$51,7512017Revenue 2018: $131,444Expenses 2018: $79,322Net Income 2018: $52,1222018Revenue 2019: $124,301Expenses 2019: $106,027Net Income 2019: $18,2742019Revenue 2020: $133,273Expenses 2020: $113,591Net Income 2020: $19,6822020Revenue 2021: $137,869Expenses 2021: $134,477Net Income 2021: $3,3922021Revenue 2022: $12,448Expenses 2022: $15,401Net Income 2022: -$2,9532022Revenue 2023: $17,639Expenses 2023: $18,824Net Income 2023: -$1,1852023Revenue 2024: $20,807Expenses 2024: $19,862Net Income 2024: $9452024

Highlighted filing

2018

Revenue$131,444
Expenses$79,322
Net Income$52,122
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Home State BankTrustee-$23,637-$23,637
Mikki SchwarzkopfTrustee-$2,200-$2,200
Kathy MorainTrustee-$2,200-$2,200
Filing and Contact Details

Filer

Filer Name
Dora Mahanay Educational Trust
EIN
42-6091712
Phone
5153862131
Address
PO Box 351, Jefferson, IA 50129

Signing Officer

Name
Kathy Morain
Title
Chairman
Signed
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Hoyt & Morain Law Firm PC
Address
101 N Grimmell Rd, Jefferson, IA 50129
Preparer
David F Morain
Phone
5153865428
Raw XML Appendix278 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kathy Morain
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Home State Bank
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0407 Edgewood Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1105 S Maple
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2115 W State St
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Nominal interest received from bank deposits assists in defraying organizational overhead, allowing the organization to keep more capital available for low-interest loans to students.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Nominal interest/dividend income received from investments assists in defraying organizational overhead, allowing the organization to keep more capital available for low-interest loans to students.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2This amount represents total repayments of student loans, including both interest and principal.
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Danille Curtis
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Educational Trust provides low-intrest educational loans for students seeking a secondary education. Expenses incurred are for organizational overhead.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Dora Mahanay Educational Trust
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05121
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05121
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0575173
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Student Loans - Principal Balance
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0501123
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0119050
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Student Loan Repayments
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02364
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11080
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Court Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IRS Code 67e
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Student Loan Advances
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Surety Bond Premium
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02364
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12364
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt245000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31080
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0127719
OtherIncreasesSchedule/OtherIncreasesDetail/Amt045000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Student Loan Advances
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Journey Investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt032
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/CategoryTxt0Property Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Morain
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dora Mahanay Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0DORA
ReturnHeader/Filer/EIN0426091712
ReturnHeader/Filer/PhoneNum05153862131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 351
ReturnHeader/Filer/USAddress/CityNm0Jefferson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050129
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421527459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hoyt & Morain Law Firm PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 N Grimmell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jefferson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050129
ReturnHeader/PreparerPersonGrp/PhoneNum05153865428
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David F Morain
ReturnHeader/ReturnTs02019-04-29T14:12:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$807,102
Liabilities
$3
Net assets
$807,099
Revenue
$131,444
Expenses
$79,322
Net income
$52,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.21$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.18$0.19$0.01
2022Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.12$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$1.38$1.34$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$1.33$1.14$0.20
2019Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$1.24$1.06$0.18
2018Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$1.31$0.79$0.52
2017Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$1.16$1.68$0.52
2016Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.99$1.48$0.49
2015Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$1.14$1.40$0.25
2014Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$1.28$1.06$0.22
2013Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$1.39$1.08$0.32
2012Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$1.00
2011Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$1.10