Civic Intelligence

Brummer Stiles Duncan Scholarship Fund

990PF • Fiscal year 2022 • EIN 42-6371803

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 13, 2023

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

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

13th percentile

-46%

Higher net margin than 13% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

42nd percentile

$62,732

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.8%

Faster asset growth than 43% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-32%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,816,099

Down $162,090 (-1.8%) from 2021

Net Assets

Down

$8,816,099

Down $162,090 (-1.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin13th percentile

Revenue

Down

$354,211

Down $163,831 (-32%) from 2021

Expenses

Up

$516,301

Up $74,192 (+17%) from 2021

Net Income

Down

-$162,090

Down $238,023 (-313%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2022

Assets$8,816,099
Liabilities$0
Net Assets$8,816,099
Open 2022 Filing

Operations Trend

Revenue Growth20th 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

2022

Revenue$354,211
Expenses$516,301
Net Income-$162,090
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 13, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHEROKEE STATE BANKTrusteePT$62,732-$62,732
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
2023-01-13

Preparer

Firm
Burkhardt & Dawson Cpas
Address
793 NORTH SECOND STREET, CHEROKEE, IA 51012
Preparer
Donna R Burkhardt CPA
Phone
7122255755
Raw XML Appendix325 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/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-162090
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0352
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01760
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt092376
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0259150
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0162608
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0212 WEST WILLOW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0CHEROKEE STATE BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHEROKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd051012
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/Amt0416039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051012
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0416039
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/AppliedToYear1Amt0470808
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0517246
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt09878
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt09878
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0470808
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0469
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt09878
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0517246
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0471277
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt011499
LandEtcSchedule2/LandEtcGrp/BookValueAmt04924501
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0GRAIN BINS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt011499
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt14924501
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt05688700
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0352
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01408
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01760
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0352
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt08025
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM GROUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PENALTIES & INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt018434
TaxesSchedule/TaxesDetail/Amt04147
TaxesSchedule/TaxesDetail/Amt118434
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FARM GROUND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018434
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEROKEE STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-13
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/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/PreparationDt02023-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA R BURKHARDT CPA
ReturnHeader/ReturnTs02023-01-19T17:36:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHEROKEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STATE BANK
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,816,099
Liabilities
$0
Net assets
$8,816,099
Revenue
$354,211
Expenses
$516,301
Net income
-$162,090
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