Civic Intelligence

Nellie Dunn Memorial Trust

EIN 42-6325660 • Waterloo, IA

242 Tower Park DriveWaterloo, IA 50701
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

4th percentile

-819%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $13,074 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $13,074 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Up

$1,585

Up $267 (+20%) from 2022

Expenses

Up

$14,573

Up $13,264 (+1013%) from 2022

Net Income

Down

-$12,988

Down $12,997 (-144411%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2011: $18,033Liabilities 2011: $02011Assets 2012: $17,304Liabilities 2012: $0Net Assets 2012: $17,3042012Assets 2013: $16,461Liabilities 2013: $0Net Assets 2013: $16,4612013Assets 2014: $16,267Liabilities 2014: $0Net Assets 2014: $16,2672014Assets 2015: $16,358Liabilities 2015: $0Net Assets 2015: $16,3582015Assets 2016: $16,080Liabilities 2016: $0Net Assets 2016: $16,0802016Assets 2017: $15,318Liabilities 2017: $0Net Assets 2017: $15,3182017Assets 2018: $14,827Liabilities 2018: $0Net Assets 2018: $14,8272018Assets 2019: $14,030Liabilities 2019: $0Net Assets 2019: $14,0302019Assets 2020: $13,482Liabilities 2020: $0Net Assets 2020: $13,4822020Assets 2021: $12,674Liabilities 2021: $0Net Assets 2021: $12,6742021Assets 2022: $13,074Liabilities 2022: $0Net Assets 2022: $13,0742022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2011: $757Expenses 2011: $1,451Net Income 2011: -$6942011Expenses 2012: $1,5652012Revenue 2013: $773Expenses 2013: $1,616Net Income 2013: -$8432013Revenue 2014: $766Expenses 2014: $960Net Income 2014: -$1942014Revenue 2015: $711Expenses 2015: $620Net Income 2015: $912015Revenue 2016: $640Expenses 2016: $918Net Income 2016: -$2782016Revenue 2017: $732Expenses 2017: $1,493Net Income 2017: -$7612017Revenue 2018: $769Expenses 2018: $1,260Net Income 2018: -$4912018Revenue 2019: $711Expenses 2019: $1,508Net Income 2019: -$7972019Revenue 2020: $670Expenses 2020: $1,218Net Income 2020: -$5482020Revenue 2021: $454Expenses 2021: $1,262Net Income 2021: -$8082021Revenue 2022: $1,318Expenses 2022: $1,309Net Income 2022: $92022Revenue 2023: $1,585Expenses 2023: $14,573Net Income 2023: -$12,9882023

Highlighted filing

2023

Revenue$1,585
Expenses$14,573
Net Income-$12,988
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,585
Expenses
$14,573
Net income
-$12,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.59$14.6$13.0
2022Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.32$1.31$0.01
2021Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.45$1.26$0.81
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.67$1.22$0.55
2019Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.71$1.51$0.80
2018Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.77$1.26$0.49
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.73$1.49$0.76
2016Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.64$0.92$0.28
2015Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.71$0.62$0.09
2014Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.77$0.96$0.19
2013Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.77$1.62$0.84
2012Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.57
2011Summary only. Only limited summary data is available for this year.$18.0$0.00$0.76$1.45$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINCOLN SAVINGS BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nellie Dunn Memorial Trust
EIN
42-6325660
Phone
3192331900
Address
242 Tower Park Drive, Waterloo, IA 50701

Signing Officer

Name
Eric Lesher
Title
Trust Officer
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Sweet & Hartman Plc
Address
305 MAIN ST, REINBECK, IA 50669
Preparer
Maria L Hartman
Phone
3193456496
Raw XML Appendix345 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/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See Attached
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Scholarship
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03197886441
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box E
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Reinbeck
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050669
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Be a graduate of Gladbrook-Reinbeck Community High School.Criteria for scholarship recipients: deserving student, need for assistance, general character and probability of success for furthering their education at a college or technical school.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0May 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Exempt Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Exempt Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EXEMPT SCHOLARHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EXEMPT SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EXEMPT SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EXEMPT SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HENRY MUSSIG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PAUL BROCKETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AVA WYATT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CALEB EGESDAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4DRAKE BLAKESLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ASHLYN MOORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6BLANK CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01145 HWY 96
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1703 PARK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2202 VALLEY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3616 CENTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4609 CENTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5902 3RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61200 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GLADBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1REINBECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2REINBECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3REINBECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4REINBECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GRUNDY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050635
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550638
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650309
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010953
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/AppliedToCurrentYearAmt0513
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010920
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt083
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010953
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010440
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010920
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0480
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt086
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FINAL LSB TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Lincoln Savings Bank (Trust Fee)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/CategoryTxt0US Form 990-PF - Prior year
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC LESHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NELLIE DUNN MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NELL
ReturnHeader/Filer/EIN0426325660
ReturnHeader/Filer/PhoneNum03192331900
ReturnHeader/Filer/USAddress/AddressLine1Txt0242 Tower Park Drive
ReturnHeader/Filer/USAddress/CityNm0Waterloo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861349661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEET & HARTMAN PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REINBECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050669
ReturnHeader/PreparerPersonGrp/PhoneNum03193456496
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maria L Hartman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T11:19:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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