Civic Intelligence

A G & Rosalee W Ireland Scholarship Fund Trust UW

EIN 42-6346940 • Sioux City, IA

Pub. 78 Eligible
601 Pierce StreetSioux City, IA 51101
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

14th percentile

-68%

Higher net margin than 14% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$356

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-5.0%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

58th percentile

5.0%

Faster revenue growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$125,539

Down $6,151 (-4.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$125,539

Down $6,151 (-4.7%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin14th percentile

Revenue

Up

$8,969

Up $1,374 (+18%) from 2024

Expenses

Down

$15,077

Down $56 (-0.4%) from 2024

Net Income

Up

-$6,108

Up $1,430 (+19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$200K$150K$100K$50K$0Assets 2011: $180,323Liabilities 2011: $02011Assets 2012: $172,357Liabilities 2012: $02012Assets 2013: $181,197Liabilities 2013: $02013Assets 2014: $175,234Liabilities 2014: $02014Assets 2015: $172,917Liabilities 2015: $0Net Assets 2015: $172,9172015Assets 2016: $165,372Liabilities 2016: $0Net Assets 2016: $165,3722016Assets 2017: $162,059Liabilities 2017: $0Net Assets 2017: $162,0592017Assets 2018: $160,225Liabilities 2018: $0Net Assets 2018: $160,2252018Assets 2019: $154,811Liabilities 2019: $0Net Assets 2019: $154,8112019Assets 2020: $151,735Liabilities 2020: $0Net Assets 2020: $151,7352020Assets 2021: $154,353Liabilities 2021: $0Net Assets 2021: $154,3532021Assets 2022: $143,590Liabilities 2022: $0Net Assets 2022: $143,5902022Assets 2023: $139,241Liabilities 2023: $0Net Assets 2023: $139,2412023Assets 2024: $131,690Liabilities 2024: $0Net Assets 2024: $131,6902024Assets 2025: $125,539Liabilities 2025: $0Net Assets 2025: $125,5392025

Highlighted filing

2025

Assets$125,539
Liabilities$0
Net Assets$125,539
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $22,594Expenses 2011: $13,908Net Income 2011: $8,6862011Revenue 2012: $6,414Expenses 2012: $14,343Net Income 2012: -$7,9292012Revenue 2013: $23,417Expenses 2013: $14,727Net Income 2013: $8,6902013Revenue 2014: $8,471Expenses 2014: $14,269Net Income 2014: -$5,7982014Revenue 2015: $10,517Expenses 2015: $13,496Net Income 2015: -$2,9792015Revenue 2016: $8,056Expenses 2016: $15,611Net Income 2016: -$7,5552016Revenue 2017: $9,524Expenses 2017: $12,934Net Income 2017: -$3,4102017Revenue 2018: $12,036Expenses 2018: $13,985Net Income 2018: -$1,9492018Revenue 2019: $8,837Expenses 2019: $14,482Net Income 2019: -$5,6452019Revenue 2020: $11,118Expenses 2020: $14,209Net Income 2020: -$3,0912020Revenue 2021: $13,789Expenses 2021: $11,153Net Income 2021: $2,6362021Revenue 2022: $7,500Expenses 2022: $18,019Net Income 2022: -$10,5192022Revenue 2023: $8,134Expenses 2023: $12,402Net Income 2023: -$4,2682023Revenue 2024: $7,595Expenses 2024: $15,133Net Income 2024: -$7,5382024Revenue 2025: $8,969Expenses 2025: $15,077Net Income 2025: -$6,1082025

Highlighted filing

2025

Revenue$8,969
Expenses$15,077
Net Income-$6,108
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,539
Liabilities
$0
Net assets
$125,539
Revenue
$8,969
Expenses
$15,077
Net income
-$6,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09$0.15$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08$0.15$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.08$0.18$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.11$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.14$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.08$0.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.11$0.13$0.03
2014Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.14$0.06
2013Summary only. Only limited summary data is available for this year.$1.81$0.00$0.23$0.15$0.09
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.06$0.14$0.08
2011Summary only. Only limited summary data is available for this year.$1.80$0.00$0.23$0.14$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Dec 23, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$356-$356
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHEDSCHOLARSHIPSEXEMPTSIOUX CITY, IA, US$11,000
Filing and Contact Details

Filer

Filer Name
Ag & Rosalee Ireland Trust
EIN
42-6346940
Phone
7122776600
Address
601 PIERCE STREET, SIOUX CITY, IA 51101

Signing Officer

Name
Kelli Blair
Title
Trustee
Phone
7122776600
Signed
2025-12-23
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Co LLP
Address
302 Jones St Ste 320, Sioux City, IA 51101
Preparer
Lynette Meyer
Phone
7122524309
Raw XML Appendix275 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/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/DistributableAsAdjustedAmt07016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010010
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018154
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011010
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011010
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03994
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018154
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014160
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt07016
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MOORE HEFFERNAN LAW FIRM LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0800
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0800
OtherDecreasesSchedule/OtherDecreasesDetail/Amt043
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RIC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ADMIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02056
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATIONAL BANK INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02056
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AG & ROSALEE IRELAND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AG&R
ReturnHeader/Filer/EIN0426346940
ReturnHeader/Filer/PhoneNum07122776600
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 PIERCE STREET
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420634266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 Jones St Ste 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051101
ReturnHeader/PreparerPersonGrp/PhoneNum07122524309
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynette Meyer
ReturnHeader/ReturnTs02026-02-03T16:03:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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