Civic Intelligence

Edward J Schwartz Perpetual Ed Tr C/O South Ottumwa Savings Bank

990PF • Fiscal year 2018 • EIN 42-6476116

Mar 01, 2017 to Feb 28, 2018 • Filed on Mar 09, 2018

Organization Profile
PO Box 516Ottumwa, IA 52501

(641) 682-7541

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$5,869

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

41st percentile

-1.0%

Faster asset growth than 41% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

138%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$667,170

Down $7,011 (-1.0%) from 2017

Net Assets

Down

$667,170

Down $7,011 (-1.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin15th percentile

Revenue

Up

$31,953

Up $18,527 (+138%) from 2017

Expenses

Down

$39,479

Down $1,699 (-4.1%) from 2017

Net Income

Up

-$7,526

Up $20,226 (+73%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2018

Assets$667,170
Liabilities$0
Net Assets$667,170
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$31,953
Expenses$39,479
Net Income-$7,526
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Mar 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
S OTTUMWA SAV BANKTrustee-$5,869-$5,869
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
2018-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Larkin & Co Pc
Address
221 N WAPELLO, OTTUMWA, IA 52501
Preparer
Kenneth E Crosser
Phone
6416845489
Raw XML Appendix347 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0618024
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0S OTTUMWA SAV BANK
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
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/Expenses1Amt031738
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14192
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28384
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34192
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/RecipientPersonNm0INDIAN HILLS COMMUNITY CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UNIVERSITY OF NORTHERN IO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0525 GRANDVIEW AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11220 BEARDSHEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2107 CALVIN HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3130 TOWERS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OTTUMWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CEDAR FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031738
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/AppliedToYear1Amt031738
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032577
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031738
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01397
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt032577
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt033135
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES AND COURT COSTS
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01238
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FREE REC ASSETS-2017 LOANS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05589
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1513
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PY ADJUSTMENT
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt028221
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0SCHOLARSHIP LOANS RECEIVABLE
TaxesSchedule/TaxesDetail/Amt0159
TaxesSchedule/TaxesDetail/CategoryTxt0BALANCE OF 2015 EXCISE TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0S OTTUMWA SAV BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06416827541
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01668886FD7AD920A7C08149F54E903DFCDBFAD19
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01668886FD7AD920A7C08149F54E903DFCDBFAD19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.64.128.102
ReturnHeader/FilingSecurityInformation/IPDt02018-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:50:12
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/PreparationDt02018-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH E CROSSER
ReturnHeader/ReturnTs02018-03-15T12:50:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,170
Liabilities
$0
Net assets
$667,170
Revenue
$31,953
Expenses
$39,479
Net income
-$7,526
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