Civic Intelligence

Edward J Schwartz Perpetual Ed Tr

EIN 42-6476116 • Ottumwa, IA

PO Box 516Ottumwa, IA 52501
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$5,898

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$774,645

Up $27,453 (+3.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$774,645

Up $27,453 (+3.7%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin85th percentile

Revenue

Down

$69,954

Down $10,196 (-13%) from 2024

Expenses

Up

$42,503

Up $825 (+2.0%) from 2024

Net Income

Down

$27,451

Down $11,021 (-29%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $660,353Liabilities 2011: $0Net Assets 2011: $660,3532011Assets 2012: $640,603Liabilities 2012: $0Net Assets 2012: $640,6032012Assets 2013: $727,701Liabilities 2013: $0Net Assets 2013: $727,7012013Assets 2014: $701,858Liabilities 2014: $0Net Assets 2014: $701,8582014Assets 2015: $700,940Liabilities 2015: $0Net Assets 2015: $700,9402015Assets 2016: $699,645Liabilities 2016: $0Net Assets 2016: $699,6452016Assets 2017: $674,181Liabilities 2017: $0Net Assets 2017: $674,1812017Assets 2018: $667,170Liabilities 2018: $0Net Assets 2018: $667,1702018Assets 2019: $690,528Liabilities 2019: $0Net Assets 2019: $690,5282019Assets 2020: $684,121Liabilities 2020: $0Net Assets 2020: $684,1212020Assets 2021: $673,970Liabilities 2021: $0Net Assets 2021: $673,9702021Assets 2022: $727,978Liabilities 2022: $0Net Assets 2022: $727,9782022Assets 2023: $716,640Liabilities 2023: $0Net Assets 2023: $716,6402023Assets 2024: $747,192Liabilities 2024: $0Net Assets 2024: $747,1922024Assets 2025: $774,645Liabilities 2025: $0Net Assets 2025: $774,6452025

Highlighted filing

2025

Assets$774,645
Liabilities$0
Net Assets$774,645
Open 2025 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $42,2232011Expenses 2012: $42,2192012Expenses 2013: $42,6892013Revenue 2014: $22,917Expenses 2014: $48,763Net Income 2014: -$25,8462014Revenue 2015: $43,994Expenses 2015: $44,911Net Income 2015: -$9172015Revenue 2016: $39,994Expenses 2016: $41,901Net Income 2016: -$1,9072016Revenue 2017: $13,426Expenses 2017: $41,178Net Income 2017: -$27,7522017Revenue 2018: $31,953Expenses 2018: $39,479Net Income 2018: -$7,5262018Revenue 2019: $49,338Expenses 2019: $25,384Net Income 2019: $23,9542019Revenue 2020: $37,649Expenses 2020: $44,056Net Income 2020: -$6,4072020Revenue 2021: $30,558Expenses 2021: $40,710Net Income 2021: -$10,1522021Revenue 2022: $98,146Expenses 2022: $44,143Net Income 2022: $54,0032022Revenue 2023: $23,101Expenses 2023: $34,439Net Income 2023: -$11,3382023Revenue 2024: $80,150Expenses 2024: $41,678Net Income 2024: $38,4722024Revenue 2025: $69,954Expenses 2025: $42,503Net Income 2025: $27,4512025

Highlighted filing

2025

Revenue$69,954
Expenses$42,503
Net Income$27,451
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$774,645
Liabilities
$0
Net assets
$774,645
Revenue
$69,954
Expenses
$42,503
Net income
$27,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.70$0.43$0.27
2024Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.80$0.42$0.38
2023Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.23$0.34$0.11
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.98$0.44$0.54
2021Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.31$0.41$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.38$0.44$0.06
2019Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.49$0.25$0.24
2018Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.32$0.39$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.13$0.41$0.28
2016Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.40$0.42$0.02
2015Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.44$0.45$0.01
2014Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.23$0.49$0.26
2013Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.43
2012Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.42
2011Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Mar 21, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,898-$5,898
Filing and Contact Details

Filer

Filer Name
Edward J Schwartz Perpetual Ed Tr
EIN
42-6476116
Phone
6416827541
Address
PO BOX 516, OTTUMWA, IA 52501

Signing Officer

Name
S Ottumwa Sav Bank
Title
Trustee
Phone
6416827541
Signed
2025-03-21

Preparer

Firm
Anderson Larkin & Co Pc
Address
221 N WAPELLO, OTTUMWA, IA 52501
Preparer
Kenneth E Crosser
Phone
6416845489
Raw XML Appendix257 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0715
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0BANKERS TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0196193
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0225460
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt029267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0732864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0675439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt022022
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt01287
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt042343
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0802
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FREE REC ASSETS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03500
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt026324
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt043630
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt069954
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0715
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013076
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05898
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt035395
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt035395
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023309
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023309
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt027451
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0238536
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0802
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0802
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt042343
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt037187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt035395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt042503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037187
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt069954
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013076
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt027451
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0774645
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0747192
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0774645
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036958
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036958
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036958
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt037475
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0517
IRS990PF/DistributableAmountGrp/TotalTaxAmt0517
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0517
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0517
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0517
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0532
IRS990PF/FMVAssetsEOYAmt0716720
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0697586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0732864
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0675439
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0747192
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0774645
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt021614
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt020096
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt021614
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt021114
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029510
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020167
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020167
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0747192
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0774645
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0716720
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0747192
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0774645
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0747192
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0774645
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0760918
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt024838
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0715225
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011414
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt020855
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037475
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0749504
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0760918
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0S OTTUMWA SAV BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0S OTTUMWA SAV BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05898
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0320 CHURCH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OTTUMWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052501
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt035395
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt035395
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/UndistributedIncomePY1Yr02020
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 516
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OTTUMWA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SOUTH OTTUMWA SAVINGS BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum06416827541
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHOLARSHIPS AWARDED UNDER TRUST GUIDELINES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt035395
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt224895
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF NORTHERN IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2INDIAN HILLS COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0107 CALVIN HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11227 W 27TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2525 GRANDVIEW AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3RM 0210 BEARDSHEAR HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CEDAR FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OTTUMWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350011
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035395
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/AppliedToCurrentYearAmt0750
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034645
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036958
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt017497
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt017497
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035395
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt017497
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036208
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034645
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES AND COURT COSTS
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt069
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FREE REC ASSETS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt021614
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0SCHOLARSHIP LOANS RECEIVABLE
TaxesSchedule/TaxesDetail/Amt0426
TaxesSchedule/TaxesDetail/CategoryTxt0BALANCE OF 2015 EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0S OTTUMWA SAV BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06416827541
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD J SCHWARTZ PERPETUAL ED TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SOUTH OTTUMWA SAVINGS BANK
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0426476116
ReturnHeader/Filer/PhoneNum06416827541
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 516
ReturnHeader/Filer/USAddress/CityNm0OTTUMWA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421125570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON LARKIN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0221 N WAPELLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OTTUMWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052501
ReturnHeader/PreparerPersonGrp/PhoneNum06416845489
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH E CROSSER
ReturnHeader/ReturnTs02025-03-28T18:02:11-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.