Civic Intelligence

Ada Frum Irrevocable Trust Security National Bank Trustee

990 • Fiscal year 2013 • EIN 42-6395613

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

1207 Central AveSioux City, IA 50501

(515) 573-2154

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

6th percentile

-117%

Higher net margin than 6% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

77th percentile

$2,033

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 192.9% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$199,984

Down $1,229 (-0.6%) from 2012

Net Assets

Down

$199,984

Down $1,229 (-0.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$1,054

No earlier filing loaded for comparison.

Expenses

Down

$2,283

Down $239 (-9.5%) from 2012

Net Income

-$1,229

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $204,025Liabilities 2011: $0Net Assets 2011: $204,0252011Assets 2012: $201,213Liabilities 2012: $0Net Assets 2012: $201,2132012Assets 2013: $199,984Liabilities 2013: $0Net Assets 2013: $199,9842013Assets 2019: $195,170Liabilities 2019: $0Net Assets 2019: $195,1702019Assets 2020: $193,027Liabilities 2020: $0Net Assets 2020: $193,0272020Assets 2021: $190,915Liabilities 2021: $0Net Assets 2021: $190,9152021Assets 2022: $189,146Liabilities 2022: $0Net Assets 2022: $189,1462022Assets 2023: $187,090Liabilities 2023: $0Net Assets 2023: $187,0902023Assets 2024: $184,608Liabilities 2024: $0Net Assets 2024: $184,6082024Assets 2025: $182,873Liabilities 2025: $0Net Assets 2025: $182,8732025

Highlighted filing

2013

Assets$199,984
Liabilities$0
Net Assets$199,984

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2011: $3,3832011Expenses 2012: $2,5222012Revenue 2013: $1,054Expenses 2013: $2,283Net Income 2013: -$1,2292013Revenue 2019: $4,533Expenses 2019: $5,535Net Income 2019: -$1,0022019Revenue 2020: $4,408Expenses 2020: $6,551Net Income 2020: -$2,1432020Revenue 2021: $4,001Expenses 2021: $6,113Net Income 2021: -$2,1122021Revenue 2022: $3,917Expenses 2022: $5,686Net Income 2022: -$1,7692022Revenue 2023: $4,384Expenses 2023: $6,440Net Income 2023: -$2,0562023Revenue 2024: $5,458Expenses 2024: $7,940Net Income 2024: -$2,4822024Revenue 2025: $6,104Expenses 2025: $7,839Net Income 2025: -$1,7352025

Highlighted filing

2013

Revenue$1,054
Expenses$2,283
Net Income-$1,229
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.0
Gross Receipts
$91,084
Mission and Program Overview

Mission

To support the siouxland humane society of sioux city iowa.

To support the siouxland humane society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$201,213$199,984▼ $1,229
Investments in Publicly Traded Securities$160,030$135,000▼ $25,030
Savings and Temporary Cash Investments$41,183$64,984▲ $23,801
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$201,213$199,984▼ $1,229
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$201,213$199,984▼ $1,229
Total Liabilities and Net Assets / Fund Balance$201,213$199,984▼ $1,229
Compensation and Service Providers

Employees

NameTitleBaseTotal
First American BankTrustee$2,033$2,033
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,054
Other Revenue
$0
Change in Net Assets
$-1,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,033
Other Expenses$250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$2,033-$2,033
Fees for Services Accounting-$250-$250
Total Functional Expenses$0$2,283$0$2,283
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The trust officer reviews form 990 prior to filing and forwards a copy to the siouxland humane society (the sole charitable beneficiary).

Form 990, Part VI, Section C, Line 19

As a supporting organization of the siouxland humane society, the method and manner of making documents, policies and statements available to the public is the responsibility of the siouxland humane society.

Filing and Contact Details

Filer

EIN
42-6395613
Phone
5155732154

Signing Officer

Name
Susan Ahlers Leman
Title
Trust Officer
Phone
5155732154
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Ahlers Leman
Legal Domicile
Ia
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Donald R Schnurr CPA
Phone
5155767136
Raw XML Appendix250 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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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10FIRST AMERICAN BANK
IRS990/BooksInCareOfDetail/PhoneNum05155732154
IRS990/BooksInCareOfDetail/USAddress/AddressLine101207 CENTRAL AVE
IRS990/BooksInCareOfDetail/USAddress/City0FORT DODGE
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IRS990/CYTotalRevenueAmt01054
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/DescribedInSection501c3Ind01
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IRS990/GrantsToIndividualsInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0160030
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0135000
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt090030
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO SUPPORT THE SIOUXLAND HUMANE SOCIETY OF SIOUX CITY IOWA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0201213
IRS990/NetAssetsOrFundBalancesEOYAmt0199984
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-30
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-30
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
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IRS990/PartialLiquidationInd00
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IRS990/PYGrantsAndSimilarPaidAmt01286
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IRS990/PYRevenuesLessExpensesAmt0-2812
IRS990/PYSalariesCompEmpBnftPaidAmt01036
IRS990/PYTotalExpensesAmt02522
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-290
IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt0-1229
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt041183
IRS990/SavingsAndTempCashInvstGrp/EOYAmt064984
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0426000336
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc011
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SIOUXLAND HUMANE SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
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IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST OFFICER REVIEWS FORM 990 PRIOR TO FILING AND FORWARDS A COPY TO THE SIOUXLAND HUMANE SOCIETY (THE SOLE CHARITABLE BENEFICIARY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS A SUPPORTING ORGANIZATION OF THE SIOUXLAND HUMANE SOCIETY, THE METHOD AND MANNER OF MAKING DOCUMENTS, POLICIES AND STATEMENTS AVAILABLE TO THE PUBLIC IS THE RESPONSIBILITY OF THE SIOUXLAND HUMANE SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05155732154
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10ADA FRUM IRREVOCABLE TRUST
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ReturnHeader/PreparerPersonGrp/PhoneNum05155767136
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R SCHNURR CPA
ReturnHeader/ReturnTs02014-05-15T16:19:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings