Civic Intelligence

Pearl Kenny Trust

990PF • Fiscal year 2024 • EIN 42-6094340

Sep 01, 2023 to Aug 31, 2024 • Filed on Oct 31, 2024

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

81st percentile

0.09x

Higher debt load relative to assets than 81% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

0.88x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-55%

Higher net margin than 11% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$300

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-5.2%

Faster asset growth than 37% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-35%

Faster revenue growth than 16% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$22,444

Down $1,233 (-5.2%) from 2023

Net Assets

Up

$20,486

Up $4 (+0.0%) from 2023

Liabilities

Down

$1,958

Down $1,237 (-39%) from 2023

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin11th percentile

Revenue

Down

$2,232

Down $1,207 (-35%) from 2023

Expenses

Down

$3,465

Down $1,522 (-31%) from 2023

Net Income

Up

-$1,233

Up $315 (+20%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2024

Assets$22,444
Liabilities$1,958
Net Assets$20,486
Open 2024 Filing

Operations Trend

Revenue Growth16th 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

2024

Revenue$2,232
Expenses$3,465
Net Income-$1,233
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Oct 31, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George W WittgrafTrustee-$300-$300
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
2024-10-31
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 Appendix338 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4500 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5118 E WILLOW STREET
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0679
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02560
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Taxes
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TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE W WITTGRAF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122256481
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
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ReturnHeader/Filer/EIN0426094340
ReturnHeader/Filer/PhoneNum07122256481
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHEROKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
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ReturnHeader/PreparerPersonGrp/PhoneNum07122256481
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE W WITTGRAF
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-31T11:11:03-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,444
Liabilities
$1,958
Net assets
$20,486
Revenue
$2,232
Expenses
$3,465
Net income
-$1,233
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