Civic Intelligence

Katherine B Hahn Trust Co First National Bank of Muscatine

990 • Fiscal year 2020 • EIN 42-6102680

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 23, 2021

Organization ProfileN/A
300 East Second StreetMuscatine, IA 52761

(563) 263-4221

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

27th percentile

-6.9%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$6,472

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 31.6% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

56th percentile

9.6%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$754,303

Up $66,290 (+9.6%) from 2019

Net Assets

Up

$754,303

Up $66,290 (+9.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin27th percentile

Revenue

Up

$20,499

Up $2,145 (+12%) from 2019

Expenses

Down

$21,904

Down $4,144 (-16%) from 2019

Net Income

Up

-$1,405

Up $6,289 (+82%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$1.0M$500K$0Assets 2010: $487,549Liabilities 2010: $0Net Assets 2010: $487,5492010Assets 2011: $486,735Liabilities 2011: $0Net Assets 2011: $486,7352011Assets 2012: $557,012Liabilities 2012: $0Net Assets 2012: $557,0122012Assets 2013: $613,954Liabilities 2013: $0Net Assets 2013: $613,9542013Assets 2014: $641,163Liabilities 2014: $0Net Assets 2014: $641,1632014Assets 2015: $599,384Liabilities 2015: $0Net Assets 2015: $599,3842015Assets 2016: $633,978Liabilities 2016: $0Net Assets 2016: $633,9782016Assets 2017: $652,418Liabilities 2017: $0Net Assets 2017: $652,4182017Assets 2018: $597,460Liabilities 2018: $0Net Assets 2018: $597,4602018Assets 2019: $688,013Liabilities 2019: $0Net Assets 2019: $688,0132019Assets 2020: $754,303Liabilities 2020: $0Net Assets 2020: $754,3032020Assets 2021: $814,270Liabilities 2021: $0Net Assets 2021: $814,2702021Assets 2022: $678,446Liabilities 2022: $0Net Assets 2022: $678,4462022Assets 2023: $739,139Liabilities 2023: $0Net Assets 2023: $739,1392023Assets 2024: $780,863Liabilities 2024: $0Net Assets 2024: $780,8632024

Highlighted filing

2020

Assets$754,303
Liabilities$0
Net Assets$754,303
Open 2020 Filing

Operations Trend

Revenue Growth67th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $17,7632010Revenue 2011: $17,129Expenses 2011: $17,943Net Income 2011: -$8142011Expenses 2012: $16,8682012Revenue 2013: $26,733Expenses 2013: $16,979Net Income 2013: $9,7542013Revenue 2014: $37,484Expenses 2014: $26,585Net Income 2014: $10,8992014Revenue 2015: $25,362Expenses 2015: $22,934Net Income 2015: $2,4282015Revenue 2016: $38,846Expenses 2016: $22,890Net Income 2016: $15,9562016Revenue 2017: $113,342Expenses 2017: $24,433Net Income 2017: $88,9092017Revenue 2018: $19,914Expenses 2018: $26,082Net Income 2018: -$6,1682018Revenue 2019: $18,354Expenses 2019: $26,048Net Income 2019: -$7,6942019Revenue 2020: $20,499Expenses 2020: $21,904Net Income 2020: -$1,4052020Revenue 2021: $39,965Expenses 2021: $33,819Net Income 2021: $6,1462021Revenue 2022: $35,090Expenses 2022: $25,063Net Income 2022: $10,0272022Revenue 2023: $128,273Expenses 2023: $29,922Net Income 2023: $98,3512023Revenue 2024: $51,715Expenses 2024: $29,766Net Income 2024: $21,9492024

Highlighted filing

2020

Revenue$20,499
Expenses$21,904
Net Income-$1,405
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 23, 2021
Return Version
2020v4.0
Gross Receipts
$20,499
Mission and Program Overview

Mission

Provides funds to trinity episcopal church to be used for the general purposes of the said church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$688,013$754,303▲ $66,290
Investments in Publicly Traded Securities$677,026$739,732▲ $62,706
Savings and Temporary Cash Investments$10,987$14,571▲ $3,584
Total Assets$688,013$754,303▲ $66,290
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$688,013$754,303▲ $66,290
Total Liabilities and Net Assets / Fund Balance$688,013$754,303▲ $66,290
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
First National Bank of MuscatineTrustee$6,472$6,472
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20,499
Other Revenue
$0
Change in Net Assets
$-1,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,534
Salaries, Compensation, and Employee Benefits$6,472
Other Expenses$898
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,534--$14,534
Current Officers, Directors, Trustees, and Key Employees-$6,472-$6,472
Fees for Services Accounting-$898-$898
Total Functional Expenses$14,534$7,370$0$21,904
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity Episcopal ChurchMuscatine, IA501c3CHURCH 'S MISSION$14,534
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The trust officer, michael wilson reviews the form 990 before filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are held by first national bank of muscatine as trustee and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Katherine B Hahn Trust
EIN
42-6102680
Phone
5632634221
Address
300 EAST SECOND STREET, MUSCATINE, IA 52761

Signing Officer

Name
Michael Wilson
Title
Trust Officer
Phone
5632634221
Signed
2021-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
First National Bank of Muscatine
Formed
1970
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Beckey & Associates Pc
Address
500 CEDAR ST, MUSCATINE, IA 52761-4208
Preparer
Vicki a Beckey
Phone
5632642727
Raw XML Appendix311 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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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST NATIONAL BANK OF MUSCATINE
IRS990/BooksInCareOfDetail/PhoneNum05632624215
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 E 2ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MUSCATINE
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0677026
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0PROVIDES FUNDS TO TRINITY EPISCOPAL CHURCH TO BE USED FOR THE GENERAL PURPOSES OF THE SAID CHURCH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0688013
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1405
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0688013
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt010987
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE HAS INVESTMENT DISCRETION FOR ASSETS IN THE TRUST. A REPRESENTATIVE OF THE TRUSTEE MEETS REGULARLY WITH THE FINANCE COMMITTEE OF TRINITY EPISCOPAL CHURCH TO DETERMINE IF NEEDS ARE BEING MET. THE FINANCE COMMITTEE IS ALSO CONSULTED AS NEEDED BEFORE ANY CHANGES ARE MADE TO THE TRUST'S INVESTMENT PORTFOLIO. THE TRUSTEE PROVIDES THE CHURCH WITH QUARTERLY FINANCIAL STATEMENTS AND MAKES INCOME DISTRIBUTIONS QUARTERLY. THERE IS A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE TRUST AND THE TRINITY EPISCOPAL CHURCH SINCE 1970.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FINANCE COMMITTEE OF THE TRINITY EPISCOPAL CHURCH IS CONSULTED AS NEEDED BEFORE ANY CHANGES ARE MADE TO THE TRUST'S INVESTMENT PORTFOLIO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2UNDER THE TERMS OF THE GOVERNING DOCUMENTS, THE TRUST'S ACTIVITIES ARE TO INVEST TRUST PRINCIPAL IN ORDER TO PROVIDE ONGOING FINANCIAL SUPPORT BY DISTRIBUTING THE ENTIRE NET INCOME OF THE TRUST IN QUARTERLY, OR OTHER CONVENIENT INSTALLMENTS. THE NET INCOME IS TO BE USED BY THE TRINITY EPISCOPAL CHURCH FOR EXEMPT PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE TRINITY EPISCOPAL CHURCH WOULD HAVE BEEN ENGAGED IN ALL OF THE SAME ACTIVITIES THAT THE TRUST IS ENGAGED IN EVEN WITHOUT THE TRUSTEE'S INVOLVEMENT IN THOSE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4KATHERINE B HAHN TRUST WAS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF TRINITY EPISCOPAL CHURCH AND MET THE REQUIRED TESTS PRIOR TO NOVEMBER 20, 1970.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION E, LINE 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V, LINE 1
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleI/RecipientTable/RecipientEIN0421051878
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NO PROCEDURES FOR THE MONITORING OF THE USE OF THE GRANT'S FUNDS IN THE UNITED STATES WERE STIPULATED IN THE TRUST DOCUMENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST OFFICER, MICHAEL WILSON REVIEWS THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE HELD BY FIRST NATIONAL BANK OF MUSCATINE AS TRUSTEE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0TRUST DOCUMENT DIRECTIVE
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
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IRS990/SchoolOperatingInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0688013
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IRS990/TotalReportableCompFromOrgAmt06472
IRS990/TotalRevenueGrp/ExclusionAmt020499
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020499
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0688013
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0754303
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 EAST 2ND STREET
IRS990/USAddress/CityNm0MUSCATINE
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052761
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05632634221
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE B HAHN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRST NATIONAL BANK OF MUSCATIN
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0426102680
ReturnHeader/Filer/PhoneNum05632634221
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 EAST SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0MUSCATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052761
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843494804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKEY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 CEDAR ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUSCATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0527614208
ReturnHeader/PreparerPersonGrp/PhoneNum05632642727
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICKI A BECKEY
ReturnHeader/ReturnTs02021-03-31T15:23:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$754,303
Liabilities
$0
Net assets
$754,303
Revenue
$20,499
Expenses
$21,904
Net income
-$1,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.52$0.30$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$1.28$0.30$0.98
2022Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.35$0.25$0.10
2021Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.40$0.34$0.06
2020Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.20$0.22$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.18$0.26$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.20$0.26$0.06
2017Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$1.13$0.24$0.89
2016Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.39$0.23$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.25$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.37$0.27$0.11
2013Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.27$0.17$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.57$0.00$5.57$0.17
2011Summary only. Only limited summary data is available for this year.$4.87$0.00$4.87$0.17$0.18$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.00$4.88$0.18