Civic Intelligence

Ht & M Stewart Trust

990PF • Fiscal year 2019 • EIN 42-6242034

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

Organization Profile
920 Main Street PO Box 713Grinnell, IA 50112-0713

(641) 236-6128

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$3,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.8%

Faster asset growth than 37% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

168%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$92,353

Down $3,692 (-3.8%) from 2018

Net Assets

Down

$92,353

Down $3,692 (-3.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

Up

$20,032

Up $12,561 (+168%) from 2018

Expenses

Down

$23,724

Down $3,520 (-13%) from 2018

Net Income

Up

-$3,692

Up $16,081 (+81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$200K$150K$100K$50K$0Assets 2011: $164,383Liabilities 2011: $02011Assets 2012: $153,703Liabilities 2012: $02012Assets 2013: $146,479Liabilities 2013: $02013Assets 2014: $153,189Liabilities 2014: $02014Assets 2015: $145,683Liabilities 2015: $02015Assets 2016: $129,815Liabilities 2016: $0Net Assets 2016: $129,8152016Assets 2017: $115,817Liabilities 2017: $0Net Assets 2017: $115,8172017Assets 2018: $96,045Liabilities 2018: $0Net Assets 2018: $96,0452018Assets 2019: $92,353Liabilities 2019: $0Net Assets 2019: $92,3532019Assets 2020: $93,982Liabilities 2020: $0Net Assets 2020: $93,9822020Assets 2021: $85,006Liabilities 2021: $0Net Assets 2021: $85,0062021Assets 2022: $80,411Liabilities 2022: $0Net Assets 2022: $80,4112022Assets 2023: $76,729Liabilities 2023: $0Net Assets 2023: $76,7292023Assets 2024: $66,662Liabilities 2024: $0Net Assets 2024: $66,6622024

Highlighted filing

2019

Assets$92,353
Liabilities$0
Net Assets$92,353
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $13,848Expenses 2011: $19,458Net Income 2011: -$5,6102011Revenue 2012: $11,021Expenses 2012: $21,700Net Income 2012: -$10,6792012Revenue 2013: $13,425Expenses 2013: $20,610Net Income 2013: -$7,1852013Revenue 2014: $30,438Expenses 2014: $23,722Net Income 2014: $6,7162014Revenue 2015: $15,017Expenses 2015: $22,523Net Income 2015: -$7,5062015Revenue 2016: $8,623Expenses 2016: $24,489Net Income 2016: -$15,8662016Revenue 2017: $11,986Expenses 2017: $25,982Net Income 2017: -$13,9962017Revenue 2018: $7,471Expenses 2018: $27,244Net Income 2018: -$19,7732018Revenue 2019: $20,032Expenses 2019: $23,724Net Income 2019: -$3,6922019Revenue 2020: $23,430Expenses 2020: $21,800Net Income 2020: $1,6302020Revenue 2021: $31,204Expenses 2021: $40,283Net Income 2021: -$9,0792021Revenue 2022: $16,543Expenses 2022: $21,150Net Income 2022: -$4,6072022Revenue 2023: $18,102Expenses 2023: $21,505Net Income 2023: -$3,4032023Revenue 2024: $17,986Expenses 2024: $27,307Net Income 2024: -$9,3212024

Highlighted filing

2019

Revenue$20,032
Expenses$23,724
Net Income-$3,692
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John F Bierman IIITrusteee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Ht & M Stewart Trust
EIN
42-6242034
Phone
6412366128
Address
920 MAIN STREET PO BOX 713, GRINNELL, IA 50112-0713

Signing Officer

Name
John F Bierman
Title
Trustee
Signed
2020-05-08
Discuss with paid preparer
No

Preparer

Firm
Bierman&bierman Pc
Address
920 MAIN ST PO BOX 713, GRINNELL, IA 50112
Preparer
Rebecca L Petig
Phone
6412366128
Raw XML Appendix300 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John F Bierman III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trusteee
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 15TH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF ILLINOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1GRINNELL-NEWBURG GRADUATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 E Daniel Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Champaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Grinnell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150112
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016987
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/AppliedToCurrentYearAmt02287
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016975
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017787
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016975
LandEtcSchedule2/LandEtcGrp/BookValueAmt016000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt016000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0146000
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0John F. Bierman, III
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0600
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0600
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt050
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0See Attachment
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt050
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0709
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0All miscellaneous expensesbond,court costs, postage, farm expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0875
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01049
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
TaxesSchedule/TaxesDetail/Amt01405
TaxesSchedule/TaxesDetail/Amt183
TaxesSchedule/TaxesDetail/CategoryTxt0Real estate tax not included in line 20
TaxesSchedule/TaxesDetail/CategoryTxt1Excise tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01405
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F BIERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HT & M STEWART TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STEW
ReturnHeader/Filer/EIN0426242034
ReturnHeader/Filer/PhoneNum06412366128
ReturnHeader/Filer/USAddress/AddressLine1Txt0920 MAIN STREET PO BOX 713
ReturnHeader/Filer/USAddress/CityNm0GRINNELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0501120713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421011051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIERMAN&BIERMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 MAIN ST PO BOX 713
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRINNELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050112
ReturnHeader/PreparerPersonGrp/PhoneNum06412366128
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA L PETIG
ReturnHeader/ReturnTs02020-05-08T08:21:50-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,353
Liabilities
$0
Net assets
$92,353
Revenue
$20,032
Expenses
$23,724
Net income
-$3,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.18$0.27$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.18$0.22$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.17$0.21$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.31$0.40$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.23$0.22$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.20$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.27$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.12$0.26$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.24$0.16
2015Summary only. Only limited summary data is available for this year.$1.46$0.00$0.15$0.23$0.08
2014Summary only. Only limited summary data is available for this year.$1.53$0.00$0.30$0.24$0.07
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$0.13$0.21$0.07
2012Summary only. Only limited summary data is available for this year.$1.54$0.00$0.11$0.22$0.11
2011Summary only. Only limited summary data is available for this year.$1.64$0.00$0.14$0.19$0.06