Civic Intelligence

Ada Frum Irrevocable Trust Security National Bank Trustee

990EZ • Fiscal year 2022 • EIN 42-6395613

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 02, 2023

Organization ProfileN/A
601 Pierce StreetSioux City, IA 51101

(712) 277-6530

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.00x

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

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Net Margin

40th percentile

-45%

Higher net margin than 40% of similar nonprofits.

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Top Officer Pay

48th percentile

$1,360

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

2022 filings • 4947(a)1 • <$500k nonprofits • Source year 2022

Asset Growth

57th percentile

-0.9%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

-2.1%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$189,146

Down $1,769 (-0.9%) from 2021

Net Assets

Down

$189,146

Down $1,769 (-0.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin40th percentile

Revenue

Down

$3,917

Down $84 (-2.1%) from 2021

Expenses

Down

$5,686

Down $427 (-7.0%) from 2021

Net Income

Up

-$1,769

Up $343 (+16%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2022

Assets$189,146
Liabilities$0
Net Assets$189,146
Open 2022 Filing

Operations Trend

Revenue Growth69th percentile

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

2022

Revenue$3,917
Expenses$5,686
Net Income-$1,769
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 2, 2023
Return Version
2022v4.1
Gross Receipts
$3,917
Mission and Program Overview

Mission

To support the siouxland humane society of sioux city iowa.

To suppport the siouxland humane society of sioux city, ia

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE SIOUXLAND HUMANE SOCIETY OF SIOUX CITY, IA$3,571$3,571
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SECURITY NATIONAL BANKTrustee-$1,360-$1,360
Filing and Contact Details

Filer

Filer Name
Ada Frum Irrevocable Trust
EIN
42-6395613
Phone
7122776530
Address
601 PIERCE STREET, SIOUX CITY, IA 51101

Signing Officer

Name
Tammi Gagnon
Title
Officer
Phone
7122776530
Signed
2023-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Henjes Conner & Williams Pc
Address
PO BOX 1937, DAKOTA DUNES, SD 57049
Preparer
Melissa J Willer
Phone
6052423900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: security national. Amount: 3,917.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: siouxland humane society. Grantee address: 1015 triview ave sioux city, ia 51103. Amount given: 3,571.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments - publicly traded securities. Beg. Of year amount: 190,915. End of year amount: 189,146.”

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL BANK TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum07122776530
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 PIERCE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIOUX CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd051101
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1769
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0755
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt03571
IRS990EZ/GrossReceiptsAmt03917
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03917
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0190915
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0189146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0190915
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0189146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SECURITY NATIONAL BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0190915
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0189146
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPPORT THE SIOUXLAND HUMANE SOCIETY OF SIOUX CITY, IA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE SIOUXLAND HUMANE SOCIETY OF SIOUX CITY, IA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03571
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03571
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt01360
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt05686
IRS990EZ/TotalProgramServiceExpensesAmt03571
IRS990EZ/TotalRevenueAmt03917
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0426000336
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03571
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SIOUXLAND HUMANE SOCIETY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt03571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SECURITY NATIONAL. AMOUNT: 3,917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: SIOUXLAND HUMANE SOCIETY. GRANTEE ADDRESS: 1015 TRIVIEW AVE SIOUX CITY, IA 51103. AMOUNT GIVEN: 3,571.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENTS - PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 190,915. END OF YEAR AMOUNT: 189,146.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMI GAGNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776530
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADA FRUM IRREVOCABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SECURITY NATIONAL BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ADAF
ReturnHeader/Filer/EIN0426395613
ReturnHeader/Filer/PhoneNum07122776530
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 PIERCE STREET
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481292483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENJES CONNER & WILLIAMS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1937
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAKOTA DUNES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd057049
ReturnHeader/PreparerPersonGrp/PhoneNum06052423900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA J WILLER
ReturnHeader/ReturnTs02023-03-10T14:33:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMMI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GAGNON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$189,146
Liabilities
$0
Net assets
$189,146
Revenue
$3,917
Expenses
$5,686
Net income
-$1,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.05$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.04$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.04$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.05$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.01$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 4947(a)1 • <$500k nonprofits