Civic Intelligence

Donald H & Elizabeth J Werling Scholarship Fund C/O Hills Bank Ttee

990PF • Fiscal year 2016 • EIN 42-6423052

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 25, 2017

Organization Profile
590 W Forevergreen RdNorth Liberty, IA 52317-8507

(319) 338-1522

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-162%

Higher net margin than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$1,840

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.0%

Faster asset growth than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

7.8%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$205,325

Down $13,111 (-6.0%) from 2015

Net Assets

Down

$205,325

Down $13,111 (-6.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Up

$8,055

Up $585 (+7.8%) from 2015

Expenses

Up

$21,110

Up $3,339 (+19%) from 2015

Net Income

Down

-$13,055

Down $2,754 (-27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2011: $229,051Liabilities 2011: $02011Assets 2012: $225,833Liabilities 2012: $02012Assets 2013: $227,479Liabilities 2013: $02013Assets 2014: $228,737Liabilities 2014: $0Net Assets 2014: $228,7372014Assets 2015: $218,436Liabilities 2015: $0Net Assets 2015: $218,4362015Assets 2016: $205,325Liabilities 2016: $0Net Assets 2016: $205,3252016Assets 2017: $196,458Liabilities 2017: $0Net Assets 2017: $196,4582017Assets 2018: $193,000Liabilities 2018: $0Net Assets 2018: $193,0002018Assets 2019: $195,013Liabilities 2019: $0Net Assets 2019: $195,0132019Assets 2020: $182,916Liabilities 2020: $0Net Assets 2020: $182,9162020Assets 2021: $181,267Liabilities 2021: $0Net Assets 2021: $181,2672021Assets 2022: $159,024Liabilities 2022: $0Net Assets 2022: $159,0242022Assets 2023: $153,578Liabilities 2023: $12023

Highlighted filing

2016

Assets$205,325
Liabilities$0
Net Assets$205,325
Open 2016 Filing

Operations Trend

Revenue Growth63rd percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $5,174Expenses 2011: $7,966Net Income 2011: -$2,7922011Revenue 2012: $5,133Expenses 2012: $8,351Net Income 2012: -$3,2182012Revenue 2013: $7,620Expenses 2013: $5,973Net Income 2013: $1,6472013Revenue 2014: $8,153Expenses 2014: $6,895Net Income 2014: $1,2582014Revenue 2015: $7,470Expenses 2015: $17,771Net Income 2015: -$10,3012015Revenue 2016: $8,055Expenses 2016: $21,110Net Income 2016: -$13,0552016Revenue 2017: $5,119Expenses 2017: $13,986Net Income 2017: -$8,8672017Revenue 2018: $10,375Expenses 2018: $13,833Net Income 2018: -$3,4582018Revenue 2019: $5,904Expenses 2019: $3,891Net Income 2019: $2,0132019Revenue 2020: $5,990Expenses 2020: $18,087Net Income 2020: -$12,0972020Revenue 2021: $12,375Expenses 2021: $13,996Net Income 2021: -$1,6212021Revenue 2022: -$9,521Expenses 2022: $12,704Net Income 2022: -$22,2252022Revenue 2023: $6,946Expenses 2023: $12,374Net Income 2023: -$5,4282023

Highlighted filing

2016

Revenue$8,055
Expenses$21,110
Net Income-$13,055
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILLS BANK AND TRUST COMPANYTrustee-$1,840-$1,840
Filing and Contact Details

Filer

Filer Name
Donald H and Elizabeth J Werling
EIN
42-6423052
Phone
3193381522
Address
590 W FOREVERGREEN RD, NORTH LIBERTY, IA 52317-8507

Signing Officer

Name
Julie Burton
Title
Trust Officer
Phone
3193381522
Signed
2017-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE SUITE 800, CEDAR RAPIDS, IA 52401
Preparer
Shawna Huls
Phone
3192985333
Raw XML Appendix333 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0590 W FOREVERGREEN RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH LIBERTY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0523178507
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HILLS BANK AND TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03193381522
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TIPTON COMMUNITY SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 E 6TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TIPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052772
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03363
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09857
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010594
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013220
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07231
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09857
OtherDecreasesSchedule/OtherDecreasesDetail/Amt056
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt04670
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE BURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03193381522
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD H AND ELIZABETH J WERLING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND C/O HILLS BANK TTEE
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0426423052
ReturnHeader/Filer/PhoneNum03193381522
ReturnHeader/Filer/USAddress/AddressLine1Txt0590 W FOREVERGREEN RD
ReturnHeader/Filer/USAddress/CityNm0NORTH LIBERTY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0523178507
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId053A66C1133B0D81F88551287EA9A8D9CC060C2D3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId063F0EEB24C910906BC6653715CD0B4582F1A1648
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.130.189
ReturnHeader/FilingSecurityInformation/IPDt02017-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:54:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 FIRST ST SE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052401
ReturnHeader/PreparerPersonGrp/PhoneNum03192985333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWNA HULS
ReturnHeader/ReturnTs02017-10-02T11:09:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,325
Liabilities
$0
Net assets
$205,325
Revenue
$8,055
Expenses
$21,110
Net income
-$13,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.54$0.00$0.07$0.12$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.10$0.13$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.12$0.14$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.06$0.18$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.06$0.04$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.10$0.14$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.05$0.14$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.08$0.21$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.07$0.18$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.08$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$2.27$0.00$0.08$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$2.26$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.05$0.08$0.03