Civic Intelligence

Leonard a Good Testamentary Trust

990PF • Fiscal year 2021 • EIN 42-6453227

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
713 W CherryOgden, IA 50212

(515) 275-2427

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.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

3rd percentile

-197%

Higher net margin than 3% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$4,800

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

11th percentile

-4.9%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

79%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,116,192

Down $466,895 (-4.9%) from 2020

Net Assets

Down

$9,116,192

Down $466,895 (-4.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin3rd percentile

Revenue

Up

$236,597

Up $104,314 (+79%) from 2020

Expenses

Up

$703,492

Up $37,953 (+5.7%) from 2020

Net Income

Up

-$466,895

Up $66,361 (+12%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,343,578Liabilities 2011: $02011Assets 2012: $8,051,805Liabilities 2012: $02012Assets 2013: $7,913,113Liabilities 2013: $0Net Assets 2013: $7,913,1132013Assets 2014: $7,813,336Liabilities 2014: $0Net Assets 2014: $7,813,3362014Assets 2015: $11,339,709Liabilities 2015: $0Net Assets 2015: $11,339,7092015Assets 2016: $11,034,835Liabilities 2016: $0Net Assets 2016: $11,034,8352016Assets 2017: $10,745,159Liabilities 2017: $0Net Assets 2017: $10,745,1592017Assets 2018: $10,432,804Liabilities 2018: $0Net Assets 2018: $10,432,8042018Assets 2019: $10,116,343Liabilities 2019: $0Net Assets 2019: $10,116,3432019Assets 2020: $9,583,087Liabilities 2020: $0Net Assets 2020: $9,583,0872020Assets 2021: $9,116,192Liabilities 2021: $0Net Assets 2021: $9,116,1922021Assets 2022: $8,551,298Liabilities 2022: $0Net Assets 2022: $8,551,2982022Assets 2023: $8,161,862Liabilities 2023: $0Net Assets 2023: $8,161,8622023Assets 2024: $7,929,607Liabilities 2024: $0Net Assets 2024: $7,929,6072024

Highlighted filing

2021

Assets$9,116,192
Liabilities$0
Net Assets$9,116,192
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $631,268Expenses 2011: $552,158Net Income 2011: $79,1102011Revenue 2012: $491,660Expenses 2012: $783,433Net Income 2012: -$291,7732012Revenue 2013: $459,708Expenses 2013: $598,400Net Income 2013: -$138,6922013Revenue 2014: $445,210Expenses 2014: $544,987Net Income 2014: -$99,7772014Revenue 2015: $4,081,176Expenses 2015: $554,803Net Income 2015: $3,526,3732015Revenue 2016: $430,874Expenses 2016: $735,748Net Income 2016: -$304,8742016Revenue 2017: $400,859Expenses 2017: $690,535Net Income 2017: -$289,6762017Revenue 2018: $424,228Expenses 2018: $736,583Net Income 2018: -$312,3552018Revenue 2019: $415,854Expenses 2019: $732,315Net Income 2019: -$316,4612019Revenue 2020: $132,283Expenses 2020: $665,539Net Income 2020: -$533,2562020Revenue 2021: $236,597Expenses 2021: $703,492Net Income 2021: -$466,8952021Revenue 2022: $122,548Expenses 2022: $687,442Net Income 2022: -$564,8942022Revenue 2023: $373,799Expenses 2023: $763,235Net Income 2023: -$389,4362023Revenue 2024: $339,684Expenses 2024: $571,939Net Income 2024: -$232,2552024

Highlighted filing

2021

Revenue$236,597
Expenses$703,492
Net Income-$466,895
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL C REUTTERChairmanPT$4,800-$4,800
DOUGLAS E NEBBESecretaryPT$4,300-$4,300
JEAN MALLICOATTreasurerPT$4,300-$4,300
AL TRELOARTrusteePT$4,300-$4,300
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY OF OGDENCHARITABLEPUBLICOGDEN, IA, US$116,500
Paid GrantOGDEN COMMUNITY SCHOOLSCHARITABLEPUBLICOGDEN, IA, US$74,000
Paid GrantBOONE COUNTY HOSPITALCHARITABLEEXEMPTBOONE, IA, US$55,000
Paid GrantBOONE COUNTY CONSERVATION FOUNDATIOCHARITABLEEXEMPTOGDEN, IA, US$50,000
Paid GrantSTAN FRIESEN SENIOR TRIP INCCHARITABLEEXEMPTOGDEN, IA, US$50,000
Paid GrantSALVATION ARMYCHARITABLEEXEMPTBOONE, IA, US$25,000
Paid GrantBOONE COUNTY AG - FAIR BOARDCHARITABLEEXEMPTBOONE, IA, US$21,890
Paid GrantCAMP FIRE CAMP HANTESACHARITABLEEXEMPTBOONE, IA, US$20,000
Paid GrantCITY OF BOXHOLMCHARITABLEPUBLICBOXHOLM, IA, US$20,000
Paid GrantHEART OF IOWA HABITAT FOR HUMANITYCHARITABLEEXEMPTBOONE, IA, US$20,000
Paid GrantIMPACT COMMUNITY ACTION PARTNERSHIPCHARITABLEEXEMPTBOONE, IA, US$20,000
Paid GrantIOWA NATURAL HERITAGE FOUNDATIONCHARITABLEEXEMPTDES MOINES, IA, US$20,000
Paid GrantIOWA RAILROAD HISTORICAL SOCIETYCHARITABLEEXEMPTBOONE, IA, US$20,000
Paid GrantYOUTH & SHELTER SERVICESCHARITABLEEXEMPTAMES, IA, US$20,000
Paid GrantCITY OF PILOT MOUNDCHARITABLEPUBLICPILOT MOUND, IA, US$13,374
Paid GrantBOONE GREENE COUNTY PROBATIONCHARITABLEEXEMPTBOONE, IA, US$12,000
Paid GrantCOMMUNITY UNITED METHODIST CHURCHCHARITABLEEXEMPTOGDEN, IA, US$10,000
Paid GrantBOONE HOMELESS FUNDCHARITABLEEXEMPTBOONE, IA, US$7,500
Paid GrantGRANT TOWNSHIPCHARITABLEEXEMPTBOXHOLM, IA, US$7,000
Paid GrantIOWA GARDENING FOR GOODCHARITABLEEXEMPTMADRID, IA, US$6,600
Paid GrantSACRED HEART SCHOOLCHARITABLEEXEMPTBOONE, IA, US$6,525
Paid GrantTRINITY LUTHERAN CHURCHCHARITABLEEXEMPTBOONE, IA, US$6,000
Paid GrantBOONE COMMUNITY SCHOOLSCHARITABLEPUBLICBOONE, IA, US$5,340
Paid GrantCAMP HERTKO HOLLOW INCCHARITABLEEXEMPTDES MOINES, IA, US$5,000
Paid GrantHIDDEN ACRESCHARITABLEEXENPTDAYTON, IA, US$5,000
Paid GrantLUTHERAN SERVICES IN IOWACHARITABLEEXEMPTAMES, IA, US$5,000
Paid GrantQUILTS OF VALOR PEACEMAKERSCHARITABLEEXEMPTOGDEN, IA, US$5,000
Paid GrantOGDEN LIONS CLUBCHARITABLEEXEMPTOGDEN, IA, US$4,800
Paid GrantIOWA ARBORETUMCHARITABLEEXEMPTMADRID, IA, US$4,500
Paid GrantWREATHS ACROSS AMERICACHARITABLEEXEMPTCOLUMBIA FALLS, ME, US$4,000
Paid GrantADAPTIVE SPORTS IOWACHARITABLEEXEMPTAMES, IA, US$3,500
Paid GrantBOONE COUNTY AG - EXTENSIONCHARITABLEEXEMPTBOONE, IA, US$3,330
Paid GrantBOONE COMMUNITY THEATERCHARITABLEEXEMPTBOONE, IA, US$2,000
Paid GrantOGDEN SCHOLARSHIP FOUNDATIONCHARITABLEEXEMPTOGDEN, IA, US$2,000
Paid GrantOGDEN MUSIC BOOSTERSCHARITABLEEXEMPTOGDEN, IA, US$1,800
Filing and Contact Details

Filer

Filer Name
Leonard a Good Testamentary Trust
EIN
42-6453227
Phone
5152752427
Address
713 W CHERRY, OGDEN, IA 50212

Signing Officer

Name
Jean Mallicoat
Title
Treasurer
Phone
5152752427
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Henkel & Associates Pc
Address
817 KEELER ST, BOONE, IA 50036
Preparer
Christopher Jacobsen
Phone
5154328636
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0202336
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-34870
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt059586
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0833
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01837
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt06875
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0263759
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-27162
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0236597
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06850
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0267042
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt04425
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04425
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08850
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0652659
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0652659
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0202336
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0202336
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0202336
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-466895
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01616411
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt060419
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt060419
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt060419
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-34870
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0235398
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt024069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024133
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt08712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08712
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02150
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0271467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt04425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0657084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0703492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0271467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0236597
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt04425
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04425
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036069
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0228556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1294136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2943162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3106639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-28556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-44136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-6639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-28556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-44136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-6639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1COLORADO STATE BLDG BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUTNAM ULTRA SHORT DURATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RUSSELL INVESTMENT GR BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-7070
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-466895
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09116192
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09583087
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09116192
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0675335
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0675335
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0675335
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0678607
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03272
IRS990PF/DistributableAmountGrp/TotalTaxAmt03272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07535
IRS990PF/FMVAssetsEOYAmt013798285
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06469801
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06469801
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0376848
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0203969
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0203969
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01501554
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0965160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0991144
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06803785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06500669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011156778
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0263060
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01013060
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01013060
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03113286
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02646391
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0637840
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0433334
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0433334
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09583087
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09116192
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013798285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09583087
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09116192
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09583087
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09116192
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013778825
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01079237
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012699588
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0206682
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0678607
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013572143
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013778825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt14300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt24300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt34300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RANDALL C REUTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DOUGLAS E NEBBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEAN MALLICOAT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3AL TRELOAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0619 WESTWOOD BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1713 W CHERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2512 SE 2ND ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3702 W DIVISION ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OGDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OGDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3OGDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd150212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd250212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd350212
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0657084
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0657084
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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/IndividualWithBooksNm0DOUG NEBBE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0713 W CHERRY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OGDEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050212
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,116,192
Liabilities
$0
Net assets
$9,116,192
Revenue
$236,597
Expenses
$703,492
Net income
-$466,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.34$0.57$0.23
2023Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$0.37$0.76$0.39
2022Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.12$0.69$0.56
2021Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.24$0.70$0.47
2020Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$0.13$0.67$0.53
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.42$0.73$0.32
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.42$0.74$0.31
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.40$0.69$0.29
2016Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.43$0.74$0.30
2015Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$4.08$0.55$3.53
2014Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.45$0.54$0.10
2013Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.46$0.60$0.14
2012Summary only. Only limited summary data is available for this year.$8.05$0.00$0.49$0.78$0.29
2011Summary only. Only limited summary data is available for this year.$8.34$0.00$0.63$0.55$0.08