Civic Intelligence

Al L Lake Trust Under Will

EIN 42-6101549 • Mason City, IA

100 East State StreetMason City, IA 50401
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$2,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

60th percentile

1.8%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

104%

Faster revenue growth than 90% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$135,346

Up $2,448 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$135,346

Up $2,448 (+1.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin71st percentile

Revenue

Up

$14,454

Up $7,373 (+104%) from 2023

Expenses

Up

$12,006

Up $212 (+1.8%) from 2023

Net Income

Up

$2,448

Up $7,161 (+152%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$135,346
Liabilities$0
Net Assets$135,346
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$14,454
Expenses$12,006
Net Income$2,448
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$135,346
Liabilities
$0
Net assets
$135,346
Revenue
$14,454
Expenses
$12,006
Net income
$2,448
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLEAR LAKE BANK TRUSTTrustee-$2,000-$2,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRINITY LUTHERAN CHUCHGENERAL DONATIONPCMASON CITY, IA, US$3,324
Paid GrantUNITED WAY OF NORTH CENTRAL IOWAGENERAL DONATIONPCMASON CITY, IA, US$831
Paid Grant-COLLEGE SCHOLARSHIP-PELLA, IA, US$620
Paid Grant-COLLEGE SCHOLARSHIP-DECORAH, IA, US$620
Paid Grant-COLLEGE SCHOLARSHIP-FORT DODGE, IA, US$620
Paid Grant-COLLEGE SCHOLARSHIP-IOWA CITY, IA, US$620
Paid Grant-COLLEGE SCHOLARSHIP-CEDAR FALLS, IA, US$619
Paid Grant-COLLEGE SCHOLARSHIP-AMES, IA, US$322
Paid Grant-COLLEGE SCHOLARSHIP-CEDAR RAPIDS, IA, US$297
Paid Grant-COLLEGE SCHOLARSHIP-IOWA CITY, IA, US$297
Paid Grant-COLLEGE SCHOLARSHIP-WAVERLY, IA, US$297
Filing and Contact Details

Filer

Filer Name
Al a Lake T W 3cb537000 Norwest
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
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Hogan - Hansen Pc
Address
200 NORTH ADAMS AVENUE, MASON CITY, IA 50401-1320
Preparer
Laura Monaghan CPA
Phone
6414230574
Raw XML Appendix340 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/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BETH DEGRAWIOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1EMMA GARRETTCENTRAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BRITTA ELSBERNDLUTHER COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3GRETCHEN GARRETTUNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4JENNA BRAUNIOWA CENTRAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CONNOR DALENUNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6HALE RHODESCOE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7ANGELINA FRANKUNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8MAGGIE GERRIETTSWARTBURG COLLEGE
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/RecipientRelationshipTxt7NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0213 N PENNSYLVANIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12911 4TH ST SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2210 BEARDSHEAR HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3812 UNIVERSITY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51227 W 27TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61 TRITON CIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7105 JESSUP HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81220 1ST AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9105 JESSUP HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10100 WARTBURG BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DECORAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CEDAR FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6FORT DODGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CEDAR RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10WAVERLY
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/StateAbbreviationCd7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd752242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd852402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd952242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1050677
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08467
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/AppliedToCurrentYearAmt08259
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011815
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02295
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02053
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01759
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010554
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02295
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012305
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0451
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0602
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0151
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLEAR LAKE BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06414232457
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AL A LAKE T W 3CB537000 NORWEST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BANK OF DES MOINES NA TTEE
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 NORTH ADAMS AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0504011320
ReturnHeader/PreparerPersonGrp/PhoneNum06414230574
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA MONAGHAN CPA
ReturnHeader/ReturnTs02025-05-12T15:48:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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