Civic Intelligence

A G & Rosalee W Ireland Scholarship Fund Trust UW

990PF • Fiscal year 2017 • EIN 42-6346940

Nov 01, 2016 to Oct 31, 2017 • Filed on Jan 03, 2018

Organization Profile
601 Pierce StreetSioux City, IA 51101

(712) 277-6600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-36%

Higher net margin than 12% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$445

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$162,059

Down $3,313 (-2.0%) from 2016

Net Assets

Down

$162,059

Down $3,313 (-2.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Up

$9,524

Up $1,468 (+18%) from 2016

Expenses

Down

$12,934

Down $2,677 (-17%) from 2016

Net Income

Up

-$3,410

Up $4,145 (+55%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2017

Assets$162,059
Liabilities$0
Net Assets$162,059
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$9,524
Expenses$12,934
Net Income-$3,410
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jan 3, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$445-$445
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
Pam Magnuson
Title
Trustee
Phone
7122776600
Signed
2018-01-03
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Company LLP
Address
1000 W 29th Street Suite 218, South Sioux City, NE 68776
Preparer
Scott B Bieber
Phone
4024945320
Raw XML Appendix285 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0NICHOLS, RISE & COMPNAY TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0500
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $1,312 AS BEING MADE OUT OF CORPUS.
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt010847
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt129961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CORPORATE SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - DOMESTIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MUTUAL FUNDS - INTERNATIONAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt227139
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt036
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt075
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07698
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01312
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01312
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09010
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01312
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01165
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt01312
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RHINEHART LAW PC LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0680
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0680
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0205
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RIC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ADMIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt084
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0302
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RIC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02224
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATIONAL BANK INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02224
TaxesSchedule/TaxesDetail/Amt039
TaxesSchedule/TaxesDetail/Amt136
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt110-31-15 FED TAX
TaxesSchedule/TaxesDetail/CategoryTxt216-17 FED TAX ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt039
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB80F265253E050D7C2AAF39962E0C127CF1C52D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F0A166111E36E80EFE48989DD502429DA6CFD75
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02018-01-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:19:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 W 29th Street Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068776
ReturnHeader/PreparerPersonGrp/PhoneNum04024945320
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02018-01-03T10:19:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,059
Liabilities
$0
Net assets
$162,059
Revenue
$9,524
Expenses
$12,934
Net income
-$3,410
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