Civic Intelligence

A G & Rosalee W Ireland Scholarship Fund Trust UW

990PF • Fiscal year 2020 • EIN 42-6346940

Nov 01, 2019 to Oct 31, 2020 • Filed on Dec 08, 2020

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

21st percentile

-28%

Higher net margin than 21% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$427

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$151,735

Down $3,076 (-2.0%) from 2019

Net Assets

Down

$151,735

Down $3,076 (-2.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$11,118

Up $2,281 (+26%) from 2019

Expenses

Down

$14,209

Down $273 (-1.9%) from 2019

Net Income

Up

-$3,091

Up $2,554 (+45%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$151,735
Liabilities$0
Net Assets$151,735

Operations Trend

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

2020

Revenue$11,118
Expenses$14,209
Net Income-$3,091
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Dec 8, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$427-$427
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
2020-12-08
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 Appendix387 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt228075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CORPORATE SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - DOMESTIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MUTUAL FUNDS - INTERNATIONAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2IOWA WESTERN COMMUNITY COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4WESTERN IOWA TECH COMM COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5WESTERN IOWA TECH COMM COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7UNIVERSITY OF MARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8IOWA STATE UNIVERSTIY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9CLARKSON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 880416
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12700 UNIVERSITY CAPITOL CENTRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22700 COLLEGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31111 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44647 STONE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54647 STONE AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt77500 UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8515 MORRILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9101 S 42ND STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COUNCIL BLUFFS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SIOUX CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BISMARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9OMAHA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd758504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd850011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd968131
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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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/AppliedToCurrentYearAmt04057
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08261
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04204
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05953
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010010
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05953
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04204
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt05953
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RHINEHART LAW PC LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0800
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0800
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0262
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RIC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ADMIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt031
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0277
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RIC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATIONAL BANK INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02323
TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/Amt152
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt119-20 FED TAX ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt082
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-08
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/AtSubmissionCreationDeviceId026B69A732F1BD26892F5F227FFD781D7A8D770B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B64327FB3E7B4FAC9A73C571A30E748BBB4384F7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.80
ReturnHeader/FilingSecurityInformation/IPDt02020-12-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:58:53
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/ReturnTs02020-12-14T10:59:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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