Civic Intelligence

Harry and Winnie Mcnay Educational Trust

990PF • Fiscal year 2015 • EIN 42-6252638

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 17, 2016

Organization Profile
GREAT WESTERN BNK 10101 UniversityClive, IA 50325

(515) 440-8454

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

74th percentile

10%

Faster asset growth than 74% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

172%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$827,447

Up $75,761 (+10%) from 2014

Net Assets

$827,447

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin96th percentile

Revenue

Up

$92,581

Up $58,600 (+172%) from 2014

Expenses

Up

$16,820

Up $564 (+3.5%) from 2014

Net Income

Up

$75,761

Up $58,036 (+327%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$1.0M$500K$0Assets 2012: $722,500Liabilities 2012: $02012Assets 2013: $733,961Liabilities 2013: $0Net Assets 2013: $733,9612013Assets 2014: $751,686Liabilities 2014: $02014Assets 2015: $827,447Liabilities 2015: $0Net Assets 2015: $827,4472015Assets 2016: $890,301Liabilities 2016: $0Net Assets 2016: $890,3012016Assets 2017: $920,064Liabilities 2017: $0Net Assets 2017: $920,0642017Assets 2018: $942,945Liabilities 2018: $0Net Assets 2018: $942,9452018Assets 2019: $935,354Liabilities 2019: $0Net Assets 2019: $935,3542019Assets 2020: $887,802Liabilities 2020: $0Net Assets 2020: $887,8022020Assets 2021: $861,005Liabilities 2021: $02021Assets 2022: $851,589Liabilities 2022: $0Net Assets 2022: $851,5892022Assets 2023: $824,124Liabilities 2023: $0Net Assets 2023: $824,1242023Assets 2024: $858,058Liabilities 2024: $0Net Assets 2024: $858,0582024Assets 2025: $857,594Liabilities 2025: $0Net Assets 2025: $857,5942025

Highlighted filing

2015

Assets$827,447
Liabilities$0
Net Assets$827,447
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $27,119Expenses 2012: $16,147Net Income 2012: $10,9722012Expenses 2013: $16,4952013Revenue 2014: $33,981Expenses 2014: $16,256Net Income 2014: $17,7252014Revenue 2015: $92,581Expenses 2015: $16,820Net Income 2015: $75,7612015Revenue 2016: $111,739Expenses 2016: $48,885Net Income 2016: $62,8542016Revenue 2017: $31,837Expenses 2017: $734Net Income 2017: $31,1032017Revenue 2018: $31,860Expenses 2018: $20,210Net Income 2018: $11,6502018Revenue 2019: $38,468Expenses 2019: $59,994Net Income 2019: -$21,5262019Revenue 2020: $33,613Expenses 2020: $84,397Net Income 2020: -$50,7842020Revenue 2021: $39,209Expenses 2021: $66,591Net Income 2021: -$27,3822021Revenue 2022: $42,540Expenses 2022: $63,643Net Income 2022: -$21,1032022Revenue 2023: $18,205Expenses 2023: $45,229Net Income 2023: -$27,0242023Revenue 2024: $79,606Expenses 2024: $46,110Net Income 2024: $33,4962024Revenue 2025: $42,380Expenses 2025: $41,610Net Income 2025: $7702025

Highlighted filing

2015

Revenue$92,581
Expenses$16,820
Net Income$75,761
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 17, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
-Loan Administrator-$0--
Filing and Contact Details

Filer

Filer Name
Harry and Winnie Mcnay Educational Trust
EIN
42-6252638
Phone
5154408454
Address
GREAT WESTERN BNK 10101 University, Clive, IA 50325

Signing Officer

Name
Jasmina Kadic
Title
Trustee
Phone
5154408454
Signed
2016-02-17

Preparer

Firm
Shelton Law Firm
Address
1920 COURT AVE STE 1, CHARITON, IA 50049
Preparer
William Shelton
Phone
6417745956
Raw XML Appendix324 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/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/AddressLine1Txt0PO Box 4070
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OMAHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068114
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GREAT WESTERN BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum04029544792
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide Low Cost Student Loans to High School Graduates from Lucas County, Iowato provide an opportunity for high school graduates to attend college46 total loans
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt03760
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt02014 APPLICATION FORM ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JODI BRIGGS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06417744700
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Great Western Bank 201 Main St
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Chariton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050049
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANT MUST BE A RESIDENT OF LUCAS COUNTY, IOWA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060319
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0160029
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060319
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0160029
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0110029
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Shelton Law Firm Legal
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other
OtherIncomeSchedule2/OtherIncomeDetail/Desc1S-T Distribution
OtherIncomeSchedule2/OtherIncomeDetail/Desc2L-T Distribution
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Deferred Credit Posting
OtherIncomeSchedule2/OtherIncomeDetail/Desc4Bank Correction
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt063361
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12696
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt214845
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3268
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4897
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Clerk of Court Legal
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JASMINA KADIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05154408454
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRY AND WINNIE MCNAY EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0426252638
ReturnHeader/Filer/PhoneNum05154408454
ReturnHeader/Filer/USAddress/AddressLine1Txt0GREAT WESTERN BNK 10101 University
ReturnHeader/Filer/USAddress/CityNm0Clive
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELTON LAW FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01920 COURT AVE STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARITON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050049
ReturnHeader/PreparerPersonGrp/PhoneNum06417745956
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM SHELTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-25T12:56:38-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$827,447
Liabilities
$0
Net assets
$827,447
Revenue
$92,581
Expenses
$16,820
Net income
$75,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.42$0.42$0.01
2024Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.80$0.46$0.33
2023Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.18$0.45$0.27
2022Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.43$0.64$0.21
2021Summary only. Only limited summary data is available for this year.$8.61$0.00$0.39$0.67$0.27
2020Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.34$0.84$0.51
2019Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.38$0.60$0.22
2018Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.32$0.20$0.12
2017Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$0.32$0.01$0.31
2016Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$1.12$0.49$0.63
2015Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.93$0.17$0.76
2014Summary only. Only limited summary data is available for this year.$7.52$0.00$0.34$0.16$0.18
2013Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.16
2012Summary only. Only limited summary data is available for this year.$7.23$0.00$0.27$0.16$0.11