Civic Intelligence

Harker Foundation

990PF • Fiscal year 2022 • EIN 42-6398961

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Citizens 1st Natl Bk PO Box 1227Storm Lake, IA 50588

(712) 732-5440

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$2,582

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

1.3%

Faster asset growth than 54% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

17%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$475,830

Up $6,247 (+1.3%) from 2021

Net Assets

Up

$475,830

Up $6,247 (+1.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$62,345

Up $8,943 (+17%) from 2021

Expenses

Up

$56,098

Up $25,576 (+84%) from 2021

Net Income

Down

$6,247

Down $16,633 (-73%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $422,807Liabilities 2010: $0Net Assets 2010: $422,8072010Assets 2011: $445,219Liabilities 2011: $15,292Net Assets 2011: $429,9272011Assets 2012: $453,054Liabilities 2012: $0Net Assets 2012: $453,0542012Assets 2013: $439,403Liabilities 2013: $0Net Assets 2013: $439,4032013Assets 2014: $450,473Liabilities 2014: $0Net Assets 2014: $450,4732014Assets 2015: $441,927Liabilities 2015: $0Net Assets 2015: $441,9272015Assets 2016: $436,959Liabilities 2016: $0Net Assets 2016: $436,9592016Assets 2017: $442,201Liabilities 2017: $0Net Assets 2017: $442,2012017Assets 2018: $452,432Liabilities 2018: $0Net Assets 2018: $452,4322018Assets 2019: $450,577Liabilities 2019: $0Net Assets 2019: $450,5772019Assets 2020: $446,703Liabilities 2020: $0Net Assets 2020: $446,7032020Assets 2021: $469,583Liabilities 2021: $0Net Assets 2021: $469,5832021Assets 2022: $475,830Liabilities 2022: $0Net Assets 2022: $475,8302022Assets 2023: $474,136Liabilities 2023: $0Net Assets 2023: $474,1362023Assets 2024: $479,692Liabilities 2024: $0Net Assets 2024: $479,6922024

Highlighted filing

2022

Assets$475,830
Liabilities$0
Net Assets$475,830

Operations Trend

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $31,5812010Expenses 2011: $54,3812011Expenses 2012: $39,3582012Revenue 2013: $49,286Expenses 2013: $62,937Net Income 2013: -$13,6512013Revenue 2014: $47,892Expenses 2014: $36,822Net Income 2014: $11,0702014Revenue 2015: $47,586Expenses 2015: $56,132Net Income 2015: -$8,5462015Revenue 2016: $48,056Expenses 2016: $53,024Net Income 2016: -$4,9682016Revenue 2017: $40,257Expenses 2017: $35,015Net Income 2017: $5,2422017Revenue 2018: $41,028Expenses 2018: $30,797Net Income 2018: $10,2312018Revenue 2019: $41,208Expenses 2019: $43,063Net Income 2019: -$1,8552019Revenue 2020: $41,729Expenses 2020: $45,603Net Income 2020: -$3,8742020Revenue 2021: $53,402Expenses 2021: $30,522Net Income 2021: $22,8802021Revenue 2022: $62,345Expenses 2022: $56,098Net Income 2022: $6,2472022Revenue 2023: $56,170Expenses 2023: $57,864Net Income 2023: -$1,6942023Revenue 2024: $47,287Expenses 2024: $41,731Net Income 2024: $5,5562024

Highlighted filing

2022

Revenue$62,345
Expenses$56,098
Net Income$6,247
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,582-$2,582
ROGER REDIGPresident-$0--
JUSTIN YAROSEVICHDirector-$0--
ELLEN SMITHDirector-$0--
CARLA OTTODirector-$0--
SUE LYNGAASDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harker Foundation
EIN
42-6398961
Phone
7127325440
Address
CITIZENS 1ST NATL BK PO BOX 1227, STORM LAKE, IA 50588

Signing Officer

Name
Citizens First Natl Bank
Title
Trustee
Phone
7127325440
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Rosene Pickhinke Peters & Co Pc
Address
PO BOX 1333, STORM LAKE, IA 50588
Preparer
Steven Peters
Phone
7127321419
Raw XML Appendix357 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CITIZENS FIRST NATL BANK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt023791
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt038984
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt030392
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt01537764
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt06422390
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt01527761
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt01677291
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt01679574
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt01537764
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt06422390
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt01527761
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt01677291
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt01679574
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CITIZENS FIRST NATL BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1227
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STORM LAKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050588
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07127325440
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION PROVIDED FUNDING FOR MAINTENANCE AND PRESERVATION OF THE HARKER HOUSE HISTORICAL LANDMARK.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt021828
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIED FORM - INFORMATION SHOULD IDENTIFY HISTORICAL LANDMARK AND DESCRIBE PROPOSED USE OF FUNDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CITIZENS 1ST NATL BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07127325440
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1227
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0STORM LAKE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050588
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0USED FOR PRESERVATION OF HISTORICAL LANDMARKS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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/QualifyingDistributionsAmt025436
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025436
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025436
LandEtcSchedule2/LandEtcGrp/BookValueAmt093552
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0HISTORICAL LANDMARK
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt093552
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0286280
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02985
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6REPAIRS AND MAINT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt26931
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt36668
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41308
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt56036
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6858
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02985
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02985
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36931
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt46668
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt66036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7858
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04583
TaxesSchedule/TaxesDetail/Amt0797
TaxesSchedule/TaxesDetail/Amt14583
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1RENTAL
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04583
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CITIZENS FIRST NATL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07127325440
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARKER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARK
ReturnHeader/Filer/EIN0426398961
ReturnHeader/Filer/PhoneNum07127325440
ReturnHeader/Filer/USAddress/AddressLine1Txt0CITIZENS 1ST NATL BK PO BOX 1227
ReturnHeader/Filer/USAddress/CityNm0STORM LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050588
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421263144
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSENE PICKHINKE PETERS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1333
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STORM LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050588
ReturnHeader/PreparerPersonGrp/PhoneNum07127321419
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PETERS
ReturnHeader/ReturnTs02023-05-15T12:38:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOONEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.47$0.42$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.56$0.58$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.62$0.56$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.53$0.31$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.42$0.46$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.41$0.43$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.41$0.31$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.40$0.35$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.48$0.53$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.48$0.56$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.48$0.37$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.49$0.63$0.14
2012Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.39
2011Detailed filing. Detailed filing data is available for this year.$4.45$0.15$4.30$0.54
2010Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.32