Civic Intelligence

Jepsen Educational Trust % Citizens First National Bank Ttee

990PF • Fiscal year 2011 • EIN 42-6507732

Jul 01, 2010 to Jun 30, 2011 • Filed on Jul 18, 2011

Organization Profile
PO Box 122750588
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

84th percentile

$791

Higher top officer pay than 84% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$131,634

No earlier filing loaded for comparison.

Net Assets

$131,634

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$6,701

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2011: $131,634Liabilities 2011: $0Net Assets 2011: $131,6342011Assets 2012: $131,741Liabilities 2012: $12012Assets 2013: $131,270Liabilities 2013: $0Net Assets 2013: $131,2702013Assets 2014: $131,723Liabilities 2014: $0Net Assets 2014: $131,7232014Assets 2015: $132,497Liabilities 2015: $0Net Assets 2015: $132,4972015Assets 2016: $130,514Liabilities 2016: $0Net Assets 2016: $130,5142016Assets 2017: $126,629Liabilities 2017: $0Net Assets 2017: $126,6292017Assets 2018: $123,188Liabilities 2018: $0Net Assets 2018: $123,1882018Assets 2019: $120,648Liabilities 2019: $0Net Assets 2019: $120,6482019Assets 2020: $117,974Liabilities 2020: $0Net Assets 2020: $117,9742020Assets 2021: $115,086Liabilities 2021: $0Net Assets 2021: $115,0862021Assets 2022: $112,944Liabilities 2022: $0Net Assets 2022: $112,9442022Assets 2023: $109,569Liabilities 2023: $0Net Assets 2023: $109,5692023Assets 2024: $106,317Liabilities 2024: $0Net Assets 2024: $106,3172024Assets 2025: $105,338Liabilities 2025: $0Net Assets 2025: $105,3382025

Highlighted filing

2011

Assets$131,634
Liabilities$0
Net Assets$131,634
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KExpenses 2011: $6,7012011Revenue 2012: $5,540Expenses 2012: $5,433Net Income 2012: $1072012Expenses 2013: $5,5642013Revenue 2014: $6,448Expenses 2014: $5,995Net Income 2014: $4532014Revenue 2015: $5,616Expenses 2015: $4,842Net Income 2015: $7742015Revenue 2016: $5,305Expenses 2016: $7,288Net Income 2016: -$1,9832016Revenue 2017: $5,315Expenses 2017: $9,200Net Income 2017: -$3,8852017Revenue 2018: $4,822Expenses 2018: $8,263Net Income 2018: -$3,4412018Revenue 2019: $5,076Expenses 2019: $7,616Net Income 2019: -$2,5402019Revenue 2020: $4,809Expenses 2020: $7,483Net Income 2020: -$2,6742020Revenue 2021: $4,691Expenses 2021: $7,579Net Income 2021: -$2,8882021Revenue 2022: $5,578Expenses 2022: $7,720Net Income 2022: -$2,1422022Revenue 2023: $4,738Expenses 2023: $8,113Net Income 2023: -$3,3752023Revenue 2024: $4,361Expenses 2024: $7,613Net Income 2024: -$3,2522024Revenue 2025: $6,858Expenses 2025: $7,837Net Income 2025: -$9792025

Highlighted filing

2011

Revenue-
Expenses$6,701
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Jul 18, 2011
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$791-$791
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONN/ADULUTH, MN, US$1,000
Paid Grant-EDUCATIONN/AOMAHA, NE, US$1,000
Paid Grant-EDUCATIONN/ADES MOINES, IA, US$1,000
Paid Grant-EDUCATIONN/AINDIANOLA, IA, US$1,000
Paid Grant-EDUCATIONN/AVERMILLION, SD, US$1,000
Filing and Contact Details

Filer

EIN
42-6507732
Raw XML Appendix296 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/ChangesInNetAssetsFundBalances/Subtotal0131634
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj06163
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IRS990PF/DistributableAmount/MinimumInvestmentReturn06286
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IRS990PF/DistributableAmount/TotalTax0123
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0124088
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01914
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0125715
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10CITIZENS FIRST NATIONAL BANK
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 1227
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode050588
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CITIZENS FIRST NATL BK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07127325440
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 1227
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0STORM LAKE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0INFORMATION REGARDING APPLICATIONS MAY BE OBTAINED FROM THE TRUSTEE, CITIZENS 1ST NATIONAL BANK, STORM LAKE, IOWA 50588.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CITIZENS FIRST NATIONAL BANK
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07127325440
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode050588
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE JEPSEN EDUCATIONAL TRUST MAKES AVAILABLE ITS ANNUAL NET INCOME TO STUDENTS GRADUATING FROM THE GALVA-HOLSTEIN COMMUNITY SCHOOL DISTRICT OR SUCCESSOR DISTRICT, WHO SUBMIT APPLICATION SHOWING THEY ARE ACCEPTED AND ATTENDING FOUR-YEAR ACCREDITED COLLEGES WITHIN THE UNITED STATES. THE TRUSTEE IS DIRECTED TO ESTABLISH A COMMITTEE OF FROM THREE TO FIVE INDIVIDUALS FROM THE SCHOOL SYSTEM AND GALVA -HOLSTEIN COMMUNITY. SUCH COMMITTEE SHALL MAKE DECISIONS AS TO WHICH APPLICANTS SHALL RECEIVE EDUCATIONAL GRANTS. THE COMMITTEE IS DIRECTED TO CONSIDER FINANCIAL NEED AND TO MAKE SUCH GRANTS TO RESIDENTS OF THE GALVA-HOLSTEIN SCHOOL DISTRICT. GRANTS MADE BY THE TRUST ARE DIRECT GRANTS AND ARE NOT TO BE REPAID TO THE TRUST.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0INFORMATION REGARDING SUBMISSION DEADLINES MAY BE OBTAINED FROM THE TRUSTEE, CITIZENS 1ST NATIONAL B
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0KYLEE KOIVISTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1NICOLE BOYLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2JESSICA MATTHES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3SHANNON ROHLK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4EMILY SCHIERNBECK
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4SD
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IRS990PF/UndistributedIncome/ExcessFromYear1019
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IRS990PF/UndistributedIncome/ExcessFromYear30565
IRS990PF/UndistributedIncome/ExcessFromYear40543
IRS990PF/UndistributedIncome/QualifyingDistributions05910
IRS990PF/UndistributedIncome/TotalCorpus02135
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02388
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount0350
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/Description2FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps018
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1120
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks018
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1120
TaxesSchedule/Taxes/Amount0127
TaxesSchedule/Taxes/Category0FEDERAL TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps0127
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0426507732
ReturnHeader/Filer/Name/BusinessNameLine10JEPSEN EDUCATIONAL TRUST
ReturnHeader/Filer/Name/BusinessNameLine20% CITIZENS FIRST NATIONAL BANK TTEE
ReturnHeader/Filer/NameControl0JEPS
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1227
ReturnHeader/Filer/USAddress/City0STORM LAKE
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050588
ReturnHeader/Officer/DateSigned02011-07-18
ReturnHeader/Officer/Name0JULIE MOONEY
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02011-08-23
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ROSENE PICKHINKE PETERS & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1333
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0STORM LAKE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode050588
ReturnHeader/Preparer/Name0STEVEN PETERS
ReturnHeader/Preparer/Phone07127321419
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-08-24T15:53:38-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,634
Liabilities
$0
Net assets
$131,634
Revenue
-
Expenses
$6,701
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$0.06$0.05$0.00
2011Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • <$500k nonprofits