Civic Intelligence

Brummer Stiles Duncan Scholarship Fund

990PF • Fiscal year 2017 • EIN 42-6371803

Oct 01, 2016 to Sep 30, 2017 • Filed on Nov 13, 2017

Organization Profile
Cherokee State Bank 212 W WillowCherokee, IA 51012

(712) 225-3000

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

100th percentile

4776%

Faster asset growth than 100% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

440642%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$7,235,243

Up $7,086,848 (+4776%) from 2016

Net Assets

Up

$7,235,243

Up $7,086,848 (+4776%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin99th percentile

Revenue

Up

$7,095,947

Up $7,094,337 (+440642%) from 2016

Expenses

Down

$9,099

Down $4,474 (-33%) from 2016

Net Income

Up

$7,086,848

Up $7,098,811 (+59340%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

2017

Assets$7,235,243
Liabilities$0
Net Assets$7,235,243
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

2017

Revenue$7,095,947
Expenses$9,099
Net Income$7,086,848
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHEROKEE STATE BANKTrustee-$5,188-$5,188
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
2017-11-13

Preparer

Firm
Burkhardt & Dawson Cpas
Address
793 NORTH SECOND STREET, CHEROKEE, IA 51012
Preparer
Donna R Burkhardt CPA
Phone
7122255755
Raw XML Appendix342 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/Amt1770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5-527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6-1055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7770
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/GrantOrContributionPurposeTxt5SCHOLARSHIP RETURNED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP RETURNED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ALYSSA MELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BRYAN SCHLINZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2DYLAN KOHN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3EMMA FRIEDRICHSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4GRACE DECIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5JACOB SPIELER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MAKENZIE CRONIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7RAE TUCKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0203 E BLUFF ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15106 I AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25678 J AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt313490450TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4453 EUCLID AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt517581 A AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt648213 120TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75086 LILY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEGHORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5REMSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6REMSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7REMSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
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/ZIPCd051012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd251012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd351012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd451012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd551050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd651050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd751050
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03038
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/AppliedToCurrentYearAmt03202
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04606
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0314217
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07808
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0311015
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04606
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CATHERINE DUNCAN ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0212 W WILLOW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHEROKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd051012
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07092000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt06016000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0LAND
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-09-25
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/BookValueAmt06016000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt06016000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt06016000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEROKEE STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0185F4A1AEFBBF0FCFA10EBFDEEBF8C691D21A85D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CFA6D7962A64500373EE967074AE835CA5781CAC
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/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA R BURKHARDT CPA
ReturnHeader/ReturnTs02017-11-21T13:21:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
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
$7,235,243
Liabilities
$0
Net assets
$7,235,243
Revenue
$7,095,947
Expenses
$9,099
Net income
$7,086,848
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