Civic Intelligence

Brummer Stiles Duncan Scholarship Fund

990PF • Fiscal year 2016 • EIN 42-6371803

Oct 01, 2015 to Sep 30, 2016 • Filed on Nov 21, 2016

Organization Profile
Cherokee State Bank 212 W WillowCherokee, IA 51012

(712) 225-3000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$148,395

Down $11,963 (-7.5%) from 2015

Net Assets

$148,395

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Down

$1,610

Down $2,753 (-63%) from 2015

Expenses

Down

$13,573

Down $781 (-5.4%) from 2015

Net Income

Down

-$11,963

Down $1,972 (-20%) from 2015

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

2016

Assets$148,395
Liabilities$0
Net Assets$148,395
Open 2016 Filing

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

2016

Revenue$1,610
Expenses$13,573
Net Income-$11,963
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Nov 21, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHEROKEE STATE BANKTrustee-$1,250-$1,250
Filing and Contact Details

Filer

Filer Name
Brummer-stiles-duncan
EIN
42-6371803
Phone
7122253000
Address
CHEROKEE STATE BANK 212 W WILLOW, CHEROKEE, IA 51012

Signing Officer

Name
Cherokee State Bank
Title
Trustee
Phone
7122253000
Signed
2016-11-21

Preparer

Firm
Burkhardt & Dawson Cpas
Address
793 NORTH SECOND STREET, CHEROKEE, IA 51012
Preparer
Donna R Burkhardt CPA
Phone
7122255755
Raw XML Appendix360 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/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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11-675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SCHOLARSHIP RETURNED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JACOB SPIELER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MATTHEW PECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MAKENZIE CRONIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3KAYLA BRADY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CHARLIE WYCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5TAYLOR VANDELUNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6DERRICK STOWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7KIRK STOWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8MADDYSON REINHART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9EVAN MATTIODA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10ELIZABETH HERRERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11CODY CARLSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt017581 A AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1312 S LEWIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt248213 120TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3135 440TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4320 N 6TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51813 500TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61479 NORTHRIDGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75532 RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8537 PARK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9505 SOUTH CRAIG DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10715 EAST BLUFF ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111825 530TH ST LOT 32
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0REMSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEGHORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2REMSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3REMSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
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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/StateAbbreviationCd7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd251050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd351050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd451012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd551061
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd651012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd751012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd851012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd951012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1051012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1151012
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010930
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/AppliedToCurrentYearAmt03078
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt01562
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07994
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07684
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012634
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01562
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04606
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07994
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0109
TaxesSchedule/TaxesDetail/Amt0509
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEROKEE STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUMMER-STILES-DUNCAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0BRUM
ReturnHeader/Filer/EIN0426371803
ReturnHeader/Filer/PhoneNum07122253000
ReturnHeader/Filer/USAddress/AddressLine1Txt0CHEROKEE STATE BANK 212 W WILLOW
ReturnHeader/Filer/USAddress/CityNm0CHEROKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201892306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKHARDT & DAWSON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0793 NORTH SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHEROKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122255755
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA R BURKHARDT CPA
ReturnHeader/ReturnTs02016-12-09T09:12:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,395
Liabilities
$0
Net assets
$148,395
Revenue
$1,610
Expenses
$13,573
Net income
-$11,963
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