Civic Intelligence

Jepsen Educational Trust % Citizens First National Bank Ttee

990PF • Fiscal year 2012 • EIN 42-6507732

Jul 01, 2011 to Jun 30, 2012 • Filed on Jul 20, 2012

Organization Profile
PO Box 122750588
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$131,741

Flat from 2012

Net Assets

$131,741

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$5,433

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2012: $131,7412012Assets 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

2012

Assets$131,741
Liabilities$0
Net Assets$131,741
Open 2012 Filing

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2011: $6,7012011Expenses 2012: $5,4332012Revenue 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

2012

Revenue-
Expenses$5,433
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jul 20, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$632-$632
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONN/ADECORAH, IA, US$800
Paid Grant-EDUCATIONN/AOMAHA, NE, US$800
Paid Grant-EDUCATIONN/ASIOUX CITY, IA, US$800
Paid Grant-EDUCATIONN/AINDIANOLA, IA, US$800
Paid Grant-EDUCATIONN/AIOWA CITY, IA, US$800
Filing and Contact Details

Filer

EIN
42-6507732
Raw XML Appendix285 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/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CITIZENS FIRST NATL BK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07127325440
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 1227
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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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
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4800
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0KALLI KISTENMACHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1SETH JOHNSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2MEG KOFMEHL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3TARYN RASMUSSEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4TAYLOR RADKE
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LegalFeesSchedule/LegalFees/Amount0350
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
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OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks018
TaxesSchedule/Taxes/Amount0123
TaxesSchedule/Taxes/Category0FEDERAL TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps0123
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/DateSigned02012-07-20
ReturnHeader/Officer/Name0JULIE MOONEY
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02012-08-02
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/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-14T08:16:23-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,741
Liabilities
$0
Net assets
$131,741
Revenue
-
Expenses
$5,433
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
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05
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