Civic Intelligence

Robert S Jackson Trust Central State Bank Ttee

990 • Fiscal year 2013 • EIN 42-6150899

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileN/A
301 Iowa Ave52761

(563) 263-3131

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

25th percentile

$33,701

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

45th percentile

1.6%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

27th percentile

-4.0%

Faster revenue growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$5,808,655

Up $93,164 (+1.6%) from 2012

Net Assets

Up

$5,808,655

Up $93,164 (+1.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin77th percentile

Revenue

$262,513

No earlier filing loaded for comparison.

Expenses

Down

$212,204

Down $16,506 (-7.2%) from 2012

Net Income

$50,309

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,328,896Liabilities 2010: $0Net Assets 2010: $5,328,8962010Assets 2011: $5,548,298Liabilities 2011: $0Net Assets 2011: $5,548,2982011Assets 2012: $5,715,491Liabilities 2012: $0Net Assets 2012: $5,715,4912012Assets 2013: $5,808,655Liabilities 2013: $0Net Assets 2013: $5,808,6552013Assets 2014: $5,858,590Liabilities 2014: $0Net Assets 2014: $5,858,5902014Assets 2015: $5,610,912Liabilities 2015: $0Net Assets 2015: $5,610,9122015Assets 2016: $5,679,407Liabilities 2016: $0Net Assets 2016: $5,679,4072016Assets 2017: $5,851,689Liabilities 2017: $0Net Assets 2017: $5,851,6892017Assets 2018: $5,414,518Liabilities 2018: $0Net Assets 2018: $5,414,5182018Assets 2019: $5,884,217Liabilities 2019: $0Net Assets 2019: $5,884,2172019Assets 2020: $6,136,552Liabilities 2020: $0Net Assets 2020: $6,136,5522020Assets 2021: $6,161,773Liabilities 2021: $0Net Assets 2021: $6,161,7732021Assets 2022: $7,219,464Liabilities 2022: $0Net Assets 2022: $7,219,4642022Assets 2023: $7,512,596Liabilities 2023: $0Net Assets 2023: $7,512,5962023Assets 2024: $7,693,181Liabilities 2024: $0Net Assets 2024: $7,693,1812024

Highlighted filing

2013

Assets$5,808,655
Liabilities$0
Net Assets$5,808,655
Open 2013 Filing

Operations Trend

Revenue Growth27th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $247,5402010Revenue 2011: $284,980Expenses 2011: $221,213Net Income 2011: $63,7672011Expenses 2012: $228,7102012Revenue 2013: $262,513Expenses 2013: $212,204Net Income 2013: $50,3092013Revenue 2014: $240,363Expenses 2014: $204,545Net Income 2014: $35,8182014Revenue 2015: $165,382Expenses 2015: $235,548Net Income 2015: -$70,1662015Revenue 2016: $201,106Expenses 2016: $273,960Net Income 2016: -$72,8542016Revenue 2017: $282,311Expenses 2017: $263,767Net Income 2017: $18,5442017Revenue 2018: $189,402Expenses 2018: $409,459Net Income 2018: -$220,0572018Revenue 2019: $338,769Expenses 2019: $285,529Net Income 2019: $53,2402019Revenue 2020: $372,458Expenses 2020: $243,456Net Income 2020: $129,0022020Revenue 2021: $244,845Expenses 2021: $276,888Net Income 2021: -$32,0432021Revenue 2022: $51,913Expenses 2022: $298,863Net Income 2022: -$246,9502022Revenue 2023: $19,813Expenses 2023: $279,618Net Income 2023: -$259,8052023Revenue 2024: $172,679Expenses 2024: $275,289Net Income 2024: -$102,6102024

Highlighted filing

2013

Revenue$262,513
Expenses$212,204
Net Income$50,309
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$4,877,540
Mission and Program Overview

Mission

To provide support for the music of the wesley united church including instruments, instrument repairs, choir expenses and musical concerts to be offered to the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,715,491$5,808,655▲ $93,164
Investments in Publicly Traded Securities$5,715,491$5,077,738▼ $637,753
Investments Other Securities-$730,917-
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,715,491$5,808,655▲ $93,164
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,715,491$5,808,655▲ $93,164
Total Liabilities and Net Assets / Fund Balance$5,715,491$5,808,655▲ $93,164
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleBaseTotal
Central State BankTrustee$33,701$33,701

Board Members and Trustees

NameTitle
Greg WallChairman
Greg FerrisDirector
Jim MorganDirector
Kevin HalsteadDirector
Matt AlberhaskyDirector
Matt SmithDirector
Monica HalsteadDirector
Scott LucasDirector
Tom HanifanDirector
Dr Bruce UrsinEx-officio
Cindy ClarkSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$262,513
Other Revenue
$0
Change in Net Assets
$50,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$175,938
Salaries, Compensation, and Employee Benefits$33,701
Other Expenses$2,565
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,938--$175,938
Current Officers, Directors, Trustees, and Key Employees-$33,701-$33,701
Fees for Services Accounting-$2,297-$2,297
Other Expenses-$268-$268
Total Functional Expenses$175,938$36,266$0$212,204
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
42-0680338-501(c)(3)To Sponsor Free Muscial Concerts$175,938
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“LINE 8b COMMITTEE MEEINGS ARE NOT DOCUMENTED.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Jonathan holthe, vice president of central state bank, acting as trustee of the robert s. Jackson trust reviews the form 990 and then signs.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Paper copies of the trust documents and trustee reports are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
42-6150899
Phone
5632633131

Signing Officer

Name
Jonathan Holthe
Title
Vice President
Signed
2014-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
30

Preparer

Preparer
Vicki a Beckey CPA
Phone
5632642727
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“ROUNDING = $3”

Raw XML AppendixShowing 400 of 448 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/OtherExpensesGrp/TotalAmt0268
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0192489
IRS990/PYInvestmentIncomeAmt0240639
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt036221
IRS990/PYRevenuesLessExpensesAmt011929
IRS990/PYTotalExpensesAmt0228710
IRS990/PYTotalRevenueAmt0240639
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050309
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420680338
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0175938
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10WESLEY UNITED METHODIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0175938
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/TotalBookValueSecuritiesAmt0730917
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0175938
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SPONSOR FREE MUSCIAL CONCERTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10WESLEY UNITED CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0420680338
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10400 IOWA AVE
IRS990ScheduleI/RecipientTable/USAddress/City0MUSCATINE
IRS990ScheduleI/RecipientTable/USAddress/State0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode052761
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE WESLEY BOARD OF TRUSTEES DISTRIBUTE, MONITOR AND BUDGET ALL OF JACKSON TRUST'S PROCEEDS. THEY CLOSELY FOLLOW THE DIRECTIVES OF THE JACKSON TRUST. THE CENTRAL STATE BANK TRUST DEPARTMENT AS ACTING TRUSTEE OF THE JACKSON TRUST REVIEWS THE USE OF THE FUNDS AND MEETS ANNUALLY AND WHENEVER NEEDED WITH THE WESLEY BOARD OF TRUSTEES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 8b COMMITTEE MEEINGS ARE NOT DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JONATHAN HOLTHE, VICE PRESIDENT OF CENTRAL STATE BANK, ACTING AS TRUSTEE OF THE ROBERT S. JACKSON TRUST REVIEWS THE FORM 990 AND THEN SIGNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAPER COPIES OF THE TRUST DOCUMENTS AND TRUSTEE REPORTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING = $3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10WESLEY UNITED METHODIST CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0420680338
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(a)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO BRING PEOPLE TO JESUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(i)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10400 IOWA AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MUSCATINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode052761
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0175938
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10WESLEY UNITED METHODIST CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05715491
IRS990/TotalAssetsEOYAmt05808655
IRS990/TotalAssetsGrp/BOYAmt05715491
IRS990/TotalAssetsGrp/EOYAmt05808655
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036266
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175938
IRS990/TotalFunctionalExpensesGrp/TotalAmt0212204
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,808,655
Liabilities
$0
Net assets
$5,808,655
Revenue
$262,513
Expenses
$212,204
Net income
$50,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.17$0.28$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.02$0.28$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.05$0.30$0.25
2021Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.24$0.28$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.37$0.24$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.34$0.29$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.19$0.41$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.28$0.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.20$0.27$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.17$0.24$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.24$0.20$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.26$0.21$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.72$0.00$5.72$0.23
2011Summary only. Only limited summary data is available for this year.$5.55$0.00$5.55$0.28$0.22$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.00$5.33$0.25