Civic Intelligence

Pearl Kenny Trust

990PF • Fiscal year 2023 • EIN 42-6094340

Sep 01, 2022 to Aug 31, 2023 • Filed on Sep 12, 2023

Organization Profile
223 N PINE STREET PO Box 535Cherokee, IA 51012

(712) 225-6481

Siviq Scores

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

Liabilities / Assets

84th percentile

0.13x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

0.93x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-45%

Higher net margin than 14% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$300

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.1%

Faster asset growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-31%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$23,677

Down $1,548 (-6.1%) from 2022

Net Assets

Down

$20,482

Down $26 (-0.1%) from 2022

Liabilities

Down

$3,195

Down $1,522 (-32%) from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin14th percentile

Revenue

Down

$3,439

Down $1,555 (-31%) from 2022

Expenses

Up

$4,987

Up $2,799 (+128%) from 2022

Net Income

Down

-$1,548

Down $4,354 (-155%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$60K$40K$20K$0Assets 2012: $39,068Liabilities 2012: $6922012Assets 2013: $41,226Liabilities 2013: $1,2142013Assets 2014: $46,040Liabilities 2014: $2,7462014Assets 2015: $43,029Liabilities 2015: $2,6472015Assets 2020: $22,400Liabilities 2020: $1,617Net Assets 2020: $20,7832020Assets 2021: $22,420Liabilities 2021: $1,918Net Assets 2021: $20,5022021Assets 2022: $25,225Liabilities 2022: $4,717Net Assets 2022: $20,5082022Assets 2023: $23,677Liabilities 2023: $3,195Net Assets 2023: $20,4822023Assets 2024: $22,444Liabilities 2024: $1,958Net Assets 2024: $20,4862024Assets 2025: $24,302Liabilities 2025: $3,814Net Assets 2025: $20,4882025

Highlighted filing

2023

Assets$23,677
Liabilities$3,195
Net Assets$20,482
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2012: $986Expenses 2012: $1,017Net Income 2012: -$312012Revenue 2013: $1,552Expenses 2013: $961Net Income 2013: $5912013Revenue 2014: $3,171Expenses 2014: $1,494Net Income 2014: $1,6772014Revenue 2015: $2,965Expenses 2015: $3,016Net Income 2015: -$512015Revenue 2020: $1,793Expenses 2020: $3,941Net Income 2020: -$2,1482020Revenue 2021: $2,207Expenses 2021: $2,187Net Income 2021: $202021Revenue 2022: $4,994Expenses 2022: $2,188Net Income 2022: $2,8062022Revenue 2023: $3,439Expenses 2023: $4,987Net Income 2023: -$1,5482023Revenue 2024: $2,232Expenses 2024: $3,465Net Income 2024: -$1,2332024Revenue 2025: $4,086Expenses 2025: $2,228Net Income 2025: $1,8582025

Highlighted filing

2023

Revenue$3,439
Expenses$4,987
Net Income-$1,548
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Sep 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George W WittgrafTrustee-$300-$300
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN HEART ASSOCIATIONCHARITY/RESEARCHPCST PETERSBURG, FL, US$812
Paid GrantAMERICAN CANCER SOCIETYCHARITY/RESEARCHPCOKLAHOMA CITY, OK, US$812
Paid GrantFIRST CONGREGATIONAL CHURCHCHURCHPCAURELIA, IA, US$812
Paid GrantFIRST BAPTIST CHURCHCHURCHPCCHEROKEE, IA, US$812
Paid GrantOAK HILL CEMETERYNON-PROFIT CEMETERYPCCHEROKEE, IA, US$406
Paid GrantPLEASANT HILL CEMETERYNON-PROFIT CEMETERYPCAURELIA, IA, US$406
Filing and Contact Details

Filer

Filer Name
Pearl Kenny Trust
EIN
42-6094340
Phone
7122256481
Address
223 N PINE STREET PO Box 535, CHEROKEE, IA 51012

Signing Officer

Name
George W Wittgraf
Title
Trustee
Phone
7122256481
Signed
2023-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Wittgraf Law Firm
Address
PO BOX 535, CHEROKEE, IA 51012
Preparer
George W Wittgraf
Phone
7122256481
Raw XML Appendix343 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
CashDeemedCharitableExplnStmt/ShortExplanationTxt0CASH BALANCE NECESSARY TO COVER CURRNT ADMINISTRATIVE EXPENSES AND OTHER NORMAL AND CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH CHARITABLE OR OTHER SIMILAR ACTIVITIES.
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt03439
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt03439
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03439
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt057
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0George W Wittgraf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0223 Pine Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cherokee
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07122256481
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1PLEASANT HILL CEMETERY
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3AMERICAN CANCER SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITY/RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITY/RESEARCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OAK HILL CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PLEASANT HILL CEMETERY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5118 E WILLOW STREET
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02226
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0650
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03190
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01834
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0679
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04060
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01834
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03840
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-13
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-13T03:29:01-00:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,677
Liabilities
$3,195
Net assets
$20,482
Revenue
$3,439
Expenses
$4,987
Net income
-$1,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.3$3.81$20.5$4.09$2.23$1.86
2024Detailed filing. Detailed filing data is available for this year.$22.4$1.96$20.5$2.23$3.47$1.23
2023Detailed filing. Detailed filing data is available for this year.$23.7$3.20$20.5$3.44$4.99$1.55
2022Detailed filing. Detailed filing data is available for this year.$25.2$4.72$20.5$4.99$2.19$2.81
2021Detailed filing. Detailed filing data is available for this year.$22.4$1.92$20.5$2.21$2.19$0.02
2020Detailed filing. Detailed filing data is available for this year.$22.4$1.62$20.8$1.79$3.94$2.15
2015Summary only. Only limited summary data is available for this year.$43.0$2.65$2.97$3.02$0.05
2014Summary only. Only limited summary data is available for this year.$46.0$2.75$3.17$1.49$1.68
2013Summary only. Only limited summary data is available for this year.$41.2$1.21$1.55$0.96$0.59
2012Summary only. Only limited summary data is available for this year.$39.1$0.69$0.99$1.02$0.03