Civic Intelligence

Emma L Schroppel Trust UW Farmers & Merchants State Bk Ttee

990PF • Fiscal year 2023 • EIN 42-6313654

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 21, 2023

Organization Profile
PO Box 230Winterset, IA 50273

(515) 462-3731

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

19th percentile

-27%

Higher net margin than 19% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$5,027

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$530,524

Down $12,642 (-2.3%) from 2022

Net Assets

Down

$530,524

Down $12,642 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin19th percentile

Revenue

Down

$52,018

Down $7,500 (-13%) from 2022

Expenses

Down

$65,876

Down $3,262 (-4.7%) from 2022

Net Income

Down

-$13,858

Down $4,238 (-44%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$800K$600K$400K$200K$0Assets 2012: $784,927Liabilities 2012: $02012Assets 2013: $704,325Liabilities 2013: $02013Assets 2014: $708,433Liabilities 2014: $02014Assets 2015: $711,209Liabilities 2015: $02015Assets 2016: $575,294Liabilities 2016: $02016Assets 2020: $553,110Liabilities 2020: $0Net Assets 2020: $553,1102020Assets 2021: $553,818Liabilities 2021: $0Net Assets 2021: $553,8182021Assets 2022: $543,166Liabilities 2022: $0Net Assets 2022: $543,1662022Assets 2023: $530,524Liabilities 2023: $0Net Assets 2023: $530,5242023Assets 2024: $518,489Liabilities 2024: $0Net Assets 2024: $518,4892024Assets 2025: $604,739Liabilities 2025: $0Net Assets 2025: $604,7392025

Highlighted filing

2023

Assets$530,524
Liabilities$0
Net Assets$530,524
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $50,537Expenses 2012: $41,956Net Income 2012: $8,5812012Revenue 2013: -$27,028Expenses 2013: $53,574Net Income 2013: -$80,6022013Revenue 2014: $48,388Expenses 2014: $44,280Net Income 2014: $4,1082014Revenue 2015: $48,034Expenses 2015: $46,158Net Income 2015: $1,8762015Revenue 2016: -$77,559Expenses 2016: $47,271Net Income 2016: -$124,8302016Revenue 2020: $24,643Expenses 2020: $63,403Net Income 2020: -$38,7602020Revenue 2021: $52,866Expenses 2021: $54,735Net Income 2021: -$1,8692021Revenue 2022: $59,518Expenses 2022: $69,138Net Income 2022: -$9,6202022Revenue 2023: $52,018Expenses 2023: $65,876Net Income 2023: -$13,8582023Revenue 2024: $55,444Expenses 2024: $66,245Net Income 2024: -$10,8012024Revenue 2025: $159,050Expenses 2025: $77,513Net Income 2025: $81,5372025

Highlighted filing

2023

Revenue$52,018
Expenses$65,876
Net Income-$13,858
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 21, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS STATE BANKTrustee-$5,027-$5,027
G STEPHEN WALTERSTrustee-$5,027-$5,027
Filing and Contact Details

Filer

Filer Name
Emma L Schroppel Trust Uw
EIN
42-6313654
Address
PO BOX 230, WINTERSET, IA 50273

Signing Officer

Name
Ross Rethmeier
Title
Trust Officer
Signed
2023-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Jordan Oliver Walters & Smith PC
Address
PO Box 230, Winterset, IA 50273
Preparer
G Stephen Walters
Phone
5154623731
Raw XML Appendix292 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO APPLICATIONS ARE REQUIRED. DECEDENT'S WILL PROVIDED FOR DISTRIBUTION ON AN ANNUAL BASIS OF NET INCOME FOR THE MAINTENANCE AND CARE OF UNITED BRETHERN BLAIR CHAPEL IN MADISON COUNTY, IOWA, AND THE BALANCE TO MADISON COUNTY HISTORICAL SOCIETY, WINTERSET, IOWA.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011440
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt054436
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068562
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065876
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt057122
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt054436
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0500
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2100
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01216
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET OF DIFF IN EXP/REV LESS DIFF IN BOY & EOY EXPENSE
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0676
TaxesSchedule/TaxesDetail/Amt0676
TaxesSchedule/TaxesDetail/CategoryTxt02020 EXCISE TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0676
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0676
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSS RETHMEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMA L SCHROPPEL TRUST UW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FARMERS & MERCHANTS STATE BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0EMMA
ReturnHeader/Filer/EIN0426313654
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 230
ReturnHeader/Filer/USAddress/CityNm0WINTERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050273
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421431982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jordan Oliver Walters & Smith PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winterset
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050273
ReturnHeader/PreparerPersonGrp/PhoneNum05154623731
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G STEPHEN WALTERS
ReturnHeader/ReturnTs02023-08-21T08:50:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RETHMEIER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,524
Liabilities
$0
Net assets
$530,524
Revenue
$52,018
Expenses
$65,876
Net income
-$13,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$1.59$0.78$0.82
2024Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.55$0.66$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.52$0.66$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.60$0.69$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.53$0.55$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.25$0.63$0.39
2016Summary only. Only limited summary data is available for this year.$5.75$0.00$0.78$0.47$1.25
2015Summary only. Only limited summary data is available for this year.$7.11$0.00$0.48$0.46$0.02
2014Summary only. Only limited summary data is available for this year.$7.08$0.00$0.48$0.44$0.04
2013Summary only. Only limited summary data is available for this year.$7.04$0.00$0.27$0.54$0.81
2012Summary only. Only limited summary data is available for this year.$7.85$0.00$0.51$0.42$0.09