Civic Intelligence

William H Guest & Edith M Guest Educational Trust

990PF • Fiscal year 2020 • EIN 42-6278426

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization Profile
209 W Willow StCherokee, IA 51012

(712) 225-5175

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

12th percentile

-56%

Higher net margin than 12% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

55th percentile

4.8%

Faster asset growth than 55% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-45%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$511,805

Up $23,385 (+4.8%) from 2019

Net Assets

Up

$511,805

Up $23,385 (+4.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin12th percentile

Revenue

Down

$17,417

Down $14,397 (-45%) from 2019

Expenses

Up

$27,215

Up $4,461 (+20%) from 2019

Net Income

Down

-$9,798

Down $18,858 (-208%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2011: $439,083Liabilities 2011: $02011Assets 2012: $447,564Liabilities 2012: $02012Assets 2013: $481,581Liabilities 2013: $0Net Assets 2013: $481,5812013Assets 2014: $485,361Liabilities 2014: $0Net Assets 2014: $485,3612014Assets 2015: $439,262Liabilities 2015: $0Net Assets 2015: $439,2622015Assets 2016: $471,404Liabilities 2016: $0Net Assets 2016: $471,4042016Assets 2017: $489,437Liabilities 2017: $0Net Assets 2017: $489,4372017Assets 2018: $488,385Liabilities 2018: $0Net Assets 2018: $488,3852018Assets 2019: $488,420Liabilities 2019: $0Net Assets 2019: $488,4202019Assets 2020: $511,805Liabilities 2020: $0Net Assets 2020: $511,8052020Assets 2021: $550,430Liabilities 2021: $0Net Assets 2021: $550,4302021Assets 2022: $442,881Liabilities 2022: $0Net Assets 2022: $442,8812022Assets 2023: $511,551Liabilities 2023: $0Net Assets 2023: $511,5512023Assets 2024: $519,191Liabilities 2024: $0Net Assets 2024: $519,1912024

Highlighted filing

2020

Assets$511,805
Liabilities$0
Net Assets$511,805
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $1,810Expenses 2011: $22,938Net Income 2011: -$21,1282011Revenue 2012: -$10,047Expenses 2012: $23,181Net Income 2012: -$33,2282012Revenue 2013: $7,998Expenses 2013: $22,642Net Income 2013: -$14,6442013Revenue 2014: $11,917Expenses 2014: $23,622Net Income 2014: -$11,7052014Revenue 2015: $9,365Expenses 2015: $25,866Net Income 2015: -$16,5012015Revenue 2016: $9,160Expenses 2016: $24,531Net Income 2016: -$15,3712016Revenue 2017: $11,407Expenses 2017: $25,756Net Income 2017: -$14,3492017Revenue 2018: $29,292Expenses 2018: $23,463Net Income 2018: $5,8292018Revenue 2019: $31,814Expenses 2019: $22,754Net Income 2019: $9,0602019Revenue 2020: $17,417Expenses 2020: $27,215Net Income 2020: -$9,7982020Revenue 2021: $43,334Expenses 2021: $29,941Net Income 2021: $13,3932021Revenue 2022: $10,590Expenses 2022: $29,671Net Income 2022: -$19,0812022Revenue 2023: $12,472Expenses 2023: $24,192Net Income 2023: -$11,7202023Revenue 2024: $15,275Expenses 2024: $22,550Net Income 2024: -$7,2752024

Highlighted filing

2020

Revenue$17,417
Expenses$27,215
Net Income-$9,798
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul FuhrmanTrustee-$0--
Larry GoodrichTrustee-$0--
Craig WieseTrustee-$0--
Filing and Contact Details

Filer

Filer Name
W H Guest & E M Guest Educ Trust
EIN
42-6278426
Phone
7122255175
Address
209 W Willow St, Cherokee, IA 51012

Signing Officer

Name
Craig W Wiese
Title
Co-Trustee
Phone
7122255175
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Herrick Ary Cook Cook Cook & Cook
Address
209 W Willow Street, Cherokee, IA 51012
Preparer
Richard A Cook
Phone
7122255175
Raw XML Appendix325 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/PersonNm0Paul Fuhrman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Larry Goodrich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Craig Wiese
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01408 Greta St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11109 Rock Island Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2212 W Willow St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cherokee
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0bank account interest is disbursed as scholarships
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1dividends and capital gains are disbursed as scholarships
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2Capital gains disbursed as scholarships or reinvested
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Upon form provided by trust to applicants
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Craig Wiese Trustee co Cherokee Sta
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07122253000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0212 W Willow St
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0vocational or trade school, 2 yr. program, Cherokee area students
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0May 1 of each year for the school year beginning the following fall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational exp.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Educational exp.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Alex Palsrud
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Madison Wieland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04603 Middle Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14546 10th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cherokee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Peterson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd141047
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025400
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/DistributableAsAdjustedAmt024414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025866
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025866
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122972
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023463
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025756
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024484
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026515
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026515
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0148838
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0122323
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024414
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Cook Law Firm legal services
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01750
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt023
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Newspaper publ.
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt023
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06163
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LTCG distr. Ed D. Jones
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06163
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06163
OtherIncreasesSchedule/OtherIncreasesDetail/Amt033183
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0portfolio appreciation
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt042
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/CategoryTxt0foreign tax Ed. D.Jones
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt042
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt042
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig W Wiese
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07122255175
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W H Guest & E M Guest Educ Trust
ReturnHeader/Filer/BusinessNameControlTxt0GUES
ReturnHeader/Filer/EIN0426278426
ReturnHeader/Filer/PhoneNum07122255175
ReturnHeader/Filer/USAddress/AddressLine1Txt0209 W Willow St
ReturnHeader/Filer/USAddress/CityNm0Cherokee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Herrick Ary Cook Cook Cook & Cook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0209 W Willow Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherokee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122255175
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Cook
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-08T08:36:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Craig
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wiese
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$511,805
Liabilities
$0
Net assets
$511,805
Revenue
$17,417
Expenses
$27,215
Net income
-$9,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.15$0.23$0.07
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.12$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.11$0.30$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.43$0.30$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.17$0.27$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.32$0.23$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.29$0.23$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.11$0.26$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.09$0.25$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.09$0.26$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.12$0.24$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.08$0.23$0.15
2012Summary only. Only limited summary data is available for this year.$4.48$0.00$0.10$0.23$0.33
2011Summary only. Only limited summary data is available for this year.$4.39$0.00$0.02$0.23$0.21