Civic Intelligence

Al a Lake T W 3Cb537000 Norwest Bank of Des Moines Na Ttee

990PF • Fiscal year 2020 • EIN 42-6101549

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

Organization Profile
100 East State StreetMason City, IA 50401

(641) 423-2457

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-179%

Higher net margin than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 46.1% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

33rd percentile

-5.2%

Faster asset growth than 33% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-30%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$140,256

Down $7,757 (-5.2%) from 2019

Net Assets

$140,256

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$4,337

Down $1,872 (-30%) from 2019

Expenses

Up

$12,094

Up $561 (+4.9%) from 2019

Net Income

Down

-$7,757

Down $2,433 (-46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$200K$150K$100K$50K$0Assets 2012: $160,690Liabilities 2012: $02012Assets 2013: $159,658Liabilities 2013: $02013Assets 2014: $151,884Liabilities 2014: $02014Assets 2015: $154,496Liabilities 2015: $02015Assets 2019: $148,013Liabilities 2019: $02019Assets 2020: $140,256Liabilities 2020: $0Net Assets 2020: $140,2562020Assets 2021: $145,974Liabilities 2021: $0Net Assets 2021: $145,9742021Assets 2022: $137,611Liabilities 2022: $0Net Assets 2022: $137,6112022Assets 2023: $132,898Liabilities 2023: $0Net Assets 2023: $132,8982023Assets 2024: $135,346Liabilities 2024: $0Net Assets 2024: $135,3462024

Highlighted filing

2020

Assets$140,256
Liabilities$0
Net Assets$140,256
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $26,212Expenses 2012: $12,608Net Income 2012: $13,6042012Revenue 2013: $5,352Expenses 2013: $6,384Net Income 2013: -$1,0322013Revenue 2014: $7,482Expenses 2014: $15,256Net Income 2014: -$7,7742014Revenue 2015: $6,901Expenses 2015: $4,862Net Income 2015: $2,0392015Revenue 2019: $6,209Expenses 2019: $11,533Net Income 2019: -$5,3242019Revenue 2020: $4,337Expenses 2020: $12,094Net Income 2020: -$7,7572020Revenue 2021: $18,485Expenses 2021: $12,767Net Income 2021: $5,7182021Revenue 2022: $4,994Expenses 2022: $13,357Net Income 2022: -$8,3632022Revenue 2023: $7,081Expenses 2023: $11,794Net Income 2023: -$4,7132023Revenue 2024: $14,454Expenses 2024: $12,006Net Income 2024: $2,4482024

Highlighted filing

2020

Revenue$4,337
Expenses$12,094
Net Income-$7,757
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLEAR LAKE BANK TRUSTTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Al a Lake Trust Under Will
EIN
42-6101549
Phone
6414232457
Address
100 EAST STATE STREET, MASON CITY, IA 50401

Signing Officer

Name
Clear Lake Bank Trust
Title
Trustee
Phone
6414232457
Signed
2021-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Hogan - Hansen Pc
Address
PO BOX 1318, MASON CITY, IA 50402-1318
Preparer
Laura Monaghan CPA
Phone
6414230574
Raw XML Appendix312 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0570
AccountingFeesSchedule/AccountingFeesDetail/Amt1120
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CPA PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0427
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt190
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0143
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt130
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0VANGUARD TOTAL BOND MKT INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt06651
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt07400
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt055386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt260068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt096493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt266806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD TOTAL STOCK MKT INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD TOTAL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD TOTAL BOND MTK INDEX ADM
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03459
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0108
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0749
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt021
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03588
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0749
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04337
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0517
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0690
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0108
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08751
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08751
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03459
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03459
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7757
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07508
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0454
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0151
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0857
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02226
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012094
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04337
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01981
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01362
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0108
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7757
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0140256
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0148013
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0140256
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08973
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08973
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08973
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09004
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/DistributableAmountGrp/TotalTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt031
IRS990PF/FMVAssetsEOYAmt0188965
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0165
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0111
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0144281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0137630
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0186338
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0148013
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0140256
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03567
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02515
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02515
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0148013
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0140256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0188965
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0148013
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0140256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0148013
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0140256
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0182826
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03180
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0179646
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02742
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09004
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0180084
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0182826
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CLEAR LAKE BANK TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 EAST STATE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MASON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050401
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010732
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010732
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010732
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 EAST STATE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MASON CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CLEAR LAKE BANK & TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum06414232457
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0COMPLETED APPLICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CLEAR LAKE BANK TRUST ANNE FLYNN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06414232457
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0100 EAST STATE ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MASON CITU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0STUDENTS WHOSE ELEMENTARY EDUCATION WAS ACQUIRED AT LEAST IN PART AT JEFFERSON ELEMENTARY SCHOOL IN MASON CITY, IA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41417
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TRINITY LUTHERAN CHUCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNITED WAY OF NORTH CENTRAL IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DANIELLE DAHLEIOWA STATE UNIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OLIVIA PEDERSONWARTBURG COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NATHAN ELSBERNDLUTHER COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MYAH LEWERKENIACC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4BETH DEGRAWIOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0210 BEARDSHEAR HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 WARTBURG BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2213 N PENNSYLVANIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32911 4TH ST SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5500 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6210 BEARDSHEAR HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAVERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DECORAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1506770903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650011
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08751
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08973
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02543
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09700
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02785
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02543
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010732
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01759
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09700
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07941
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0454
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0605
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0151
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC DEDUCTIBLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt028
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLEAR LAKE BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06414232457
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AL A LAKE TRUST UNDER WILL
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0426101549
ReturnHeader/Filer/PhoneNum06414232457
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 EAST STATE STREET
ReturnHeader/Filer/USAddress/CityNm0MASON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1318
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0504021318
ReturnHeader/PreparerPersonGrp/PhoneNum06414230574
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA MONAGHAN CPA
ReturnHeader/ReturnTs02021-12-08T13:04:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLEAR LAKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK TRUST
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$140,256
Liabilities
$0
Net assets
$140,256
Revenue
$4,337
Expenses
$12,094
Net income
-$7,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.18$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.04$0.12$0.08
2019Summary only. Only limited summary data is available for this year.$1.48$0.00$0.06$0.12$0.05
2015Summary only. Only limited summary data is available for this year.$1.54$0.00$0.07$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$1.52$0.00$0.07$0.15$0.08
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$0.05$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.26$0.13$0.14