Civic Intelligence

Brummer Stiles Duncan Scholarship Fund

990PF • Fiscal year 2014 • EIN 42-6371803

Oct 01, 2013 to Sep 30, 2014 • Filed on Jan 06, 2015

Cherokee State Bank 212 W Willow51012

(712) 225-3000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

20th percentile

-16%

Higher net margin than 20% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

76th percentile

$1,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-11%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$170,349

Down $729 (-0.4%) from 2013

Net Assets

$170,349

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$4,489

Down $577 (-11%) from 2013

Expenses

Up

$5,220

Up $59 (+1.1%) from 2013

Net Income

Down

-$731

Down $636 (-669%) from 2013

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $169,975Liabilities 2011: $02011Assets 2012: $171,173Liabilities 2012: $02012Assets 2013: $171,078Liabilities 2013: $02013Assets 2014: $170,349Liabilities 2014: $0Net Assets 2014: $170,3492014Assets 2015: $160,358Liabilities 2015: $02015Assets 2016: $148,395Liabilities 2016: $0Net Assets 2016: $148,3952016Assets 2017: $7,235,243Liabilities 2017: $0Net Assets 2017: $7,235,2432017Assets 2018: $9,236,549Liabilities 2018: $0Net Assets 2018: $9,236,5492018Assets 2019: $9,142,527Liabilities 2019: $0Net Assets 2019: $9,142,5272019Assets 2020: $8,902,256Liabilities 2020: $0Net Assets 2020: $8,902,2562020Assets 2021: $8,978,189Liabilities 2021: $0Net Assets 2021: $8,978,1892021Assets 2022: $8,816,099Liabilities 2022: $0Net Assets 2022: $8,816,0992022Assets 2023: $8,494,588Liabilities 2023: $25,437Net Assets 2023: $8,469,1512023Assets 2024: $8,724,268Liabilities 2024: $0Net Assets 2024: $8,724,2682024Assets 2025: $8,620,100Liabilities 2025: $0Net Assets 2025: $8,620,1002025

Highlighted filing

2014

Assets$170,349
Liabilities$0
Net Assets$170,349

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,189Expenses 2011: $5,196Net Income 2011: -$72011Revenue 2012: $5,356Expenses 2012: $4,158Net Income 2012: $1,1982012Revenue 2013: $5,066Expenses 2013: $5,161Net Income 2013: -$952013Revenue 2014: $4,489Expenses 2014: $5,220Net Income 2014: -$7312014Revenue 2015: $4,363Expenses 2015: $14,354Net Income 2015: -$9,9912015Revenue 2016: $1,610Expenses 2016: $13,573Net Income 2016: -$11,9632016Revenue 2017: $7,095,947Expenses 2017: $9,099Net Income 2017: $7,086,8482017Revenue 2018: $2,334,504Expenses 2018: $333,198Net Income 2018: $2,001,3062018Revenue 2019: $347,988Expenses 2019: $442,010Net Income 2019: -$94,0222019Revenue 2020: $235,286Expenses 2020: $475,557Net Income 2020: -$240,2712020Revenue 2021: $518,042Expenses 2021: $442,109Net Income 2021: $75,9332021Revenue 2022: $354,211Expenses 2022: $516,301Net Income 2022: -$162,0902022Revenue 2023: $255,521Expenses 2023: $602,469Net Income 2023: -$346,9482023Revenue 2024: $764,605Expenses 2024: $509,488Net Income 2024: $255,1172024Revenue 2025: $454,202Expenses 2025: $558,370Net Income 2025: -$104,1682025

Highlighted filing

2014

Revenue$4,489
Expenses$5,220
Net Income-$731
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jan 6, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHEROKEE STATE BANKTrustee-$1,000-$1,000
Filing and Contact Details

Filer

EIN
42-6371803
Phone
7122253000

Signing Officer

Name
Chris Johnson
Title
Trust Officer
Phone
7122253000
Signed
2015-01-06

Preparer

Preparer
Donna R Burkhardt CPA
Phone
7122255755
Raw XML Appendix262 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/AdjustedNetIncomeAmt0120
AccountingFeesSchedule/AccountingFeesDetail/Amt0600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0480
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0120
CompensationExplanation/CompensationExplanationGrp/PersonNm0CHEROKEE STATE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt045270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt046142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COLGATE PALMOLIVE
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0101875
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt097721
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03981
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0508
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04489
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04489
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04169
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03981
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03981
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03981
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-731
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0508
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0508
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0508
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04169
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04489
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02220
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-731
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0170349
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0171078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0170349
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08089
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08089
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08089
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08172
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt083
IRS990PF/DistributableAmountGrp/TotalTaxAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt083
IRS990PF/FMVAssetsEOYAmt0167067
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0168763
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0168763
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt053708
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03841
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt045270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt046142
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02315
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01586
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt044370
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019363
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019363
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0171078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0170349
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0167067
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0171078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0170349
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0171078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0170349
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt073000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0101875
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt097721
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0165929
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt060642
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0105287
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02489
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08172
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0163440
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0165929
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHEROKEE STATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10212 W WILLOW ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CHEROKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode051012
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt06877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.027186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.023598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.017274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.023287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.029692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0163440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0164973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0167480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0167178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0164691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0163429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.135930
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04280
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04280
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04280
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02011
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02012
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHEROKEE STATE BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10212 W WILLOW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CHEROKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0510121000
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122253000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT APPLICATIONS PROVIDED BY TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHRIS JOHNSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07122253000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10212 WEST WILLOW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine20CHEROKEE STATE BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0CHEROKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode051012
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE BRUMMER-STILES-DUNCAN SCHOLARSHIP FUND WILL MAKE SCHOLARSHIP GRANTS FOR THE BENEFIT OF GRADUATES OF ANY HIGH SCHOOL IN THE COUNTY OF CHEROKEE, IOWA, FOR THE PURPOSE OF ENABLING SUCH GRADUATES TO ATTEND A JUNIOR COLLEGE, COLLEGE, UNIVERSITY OR SIMILAR INSTITUTION OF HIGHER LEARNING. THE RECIPIENTS OF BENEFITS AND THE AMOUNTS PAID SHALL BE DETERMINED BY A SELECTION COMMITTEE. THE SELECTION COMMITTEE IS TO DETERMINE IN THEIR SOLE JUDGMENT AND DISCRETION WHICH APPLICANTS APTITUDE AND CIRCUMSTANCES ARE OF FINANCIAL NEED. THE COMMITTEE IS NOT TO BE DISCRIMINATE AGAINST OR IN FAVOR OF POTENTIAL BENEFICIARY ON THE BASIS OF RACE, RELIGION, CREED, COLOR, OR SEX.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LUKE ZIEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ALEX WEBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10411 N ROOSEVELT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11502 560TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1MARCUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode051012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode151035
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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/AppliedToYear1Amt04280
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08089
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01797
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04280
IRS990PF/UndistributedIncomeGrp/Taxable1Amt01797
IRS990PF/UndistributedIncomeGrp/Taxable2Amt03888
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01797
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08089
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08168
OtherIncreasesSchedule/OtherIncreasesDetail/Amount02
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ROUNDING
TaxesSchedule/TaxesDetail/Amt0620
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE BRUMMER-STILES-DUNCAN
ReturnHeader/Filer/BusinessName/BusinessNameLine20SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0THEB
ReturnHeader/Filer/EIN0426371803
ReturnHeader/Filer/PhoneNum07122253000
ReturnHeader/Filer/USAddress/AddressLine10CHEROKEE STATE BANK 212 W WILLOW
ReturnHeader/Filer/USAddress/City0CHEROKEE
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode051012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201892306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BURKHARDT & DAWSON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10793 NORTH SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHEROKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122255755
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA R BURKHARDT CPA
ReturnHeader/ReturnTs02015-01-06T10:14:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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.$8.62$0.00$8.62$0.45$0.56$0.10
2024Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.76$0.51$0.26
2023Detailed filing. Detailed filing data is available for this year.$8.49$0.03$8.47$0.26$0.60$0.35
2022Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.35$0.52$0.16
2021Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.52$0.44$0.08
2020Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.24$0.48$0.24
2019Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.35$0.44$0.09
2018Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$2.33$0.33$2.00
2017Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$7.10$0.01$7.09
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.01$0.01
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.17$0.00$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.01$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.01$0.01$0.00