Civic Intelligence

Dora L Mahanay Educational Trust

990PF • Fiscal year 2019 • EIN 42-6091712

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

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

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$8,966

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.9%

Faster asset growth than 37% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-5.4%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$799,503

Down $7,599 (-0.9%) from 2018

Net Assets

Down

$799,502

Down $7,597 (-0.9%) from 2018

Liabilities

Down

$1

Down $2 (-67%) from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin70th percentile

Revenue

Down

$124,301

Down $7,143 (-5.4%) from 2018

Expenses

Up

$106,027

Up $26,705 (+34%) from 2018

Net Income

Down

$18,274

Down $33,848 (-65%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$799,503
Liabilities$1
Net Assets$799,502
Open 2019 Filing

Operations Trend

Revenue Growth32nd 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

2019

Revenue$124,301
Expenses$106,027
Net Income$18,274
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Home State BankTrustee-$8,966-$8,966
Mikki SchwarzkopfTrustee-$2,200-$2,200
Kathy MorainTrustee-$2,200-$2,200
Cindi DaubendiekTrustee-$0--
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
Phone
5153862131
Signed
2020-07-14
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 Appendix285 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/PersonNm0Mikki Schwarzkopf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kathy Morain
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Home State Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Cindi Daubendiek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0407 Edgewood Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1105 S Maple
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2115 W State St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3604 S Walnut
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Jefferson
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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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application forms are available at address shown above reference letters required.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Dora Mahanay Educational Trust
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05153862131
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0115 W State St PO Box 351
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0No awards/grants, only loan funds.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No specific deadlines but limited by available funds each yr
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030900
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06610
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04420
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04420
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037510
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033090
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt06945
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Hoyt & Morain Law Firm
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06945
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt06945
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0501123
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Student Loans - Principal Balance
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0472172
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0109623
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Student Loan Repayments
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0996
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1950
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Court Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IRS Code 67e
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Student Loan Advances
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Surety Bond
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0996
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1996
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt283750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3950
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0117344
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt183750
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Student Loan Advances
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Morain
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum05153862131
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
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/ReturnTs02020-07-14T11:17:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$799,503
Liabilities
$1
Net assets
$799,502
Revenue
$124,301
Expenses
$106,027
Net income
$18,274
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