Civic Intelligence

Jepsen Educational Trust % Citizens First National Bank Ttee

990PF • Fiscal year 2016 • EIN 42-6507732

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 01, 2016

Organization Profile
PO Box 1227Storm Lake, IA 50588

(712) 732-1419

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$1,826

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 34.4% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-5.5%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$130,514

Down $1,983 (-1.5%) from 2015

Net Assets

Down

$130,514

Down $1,983 (-1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin13th percentile

Revenue

Down

$5,305

Down $311 (-5.5%) from 2015

Expenses

Up

$7,288

Up $2,446 (+51%) from 2015

Net Income

Down

-$1,983

Down $2,757 (-356%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2016

Assets$130,514
Liabilities$0
Net Assets$130,514
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

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

2016

Revenue$5,305
Expenses$7,288
Net Income-$1,983
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,826-$1,826
Filing and Contact Details

Filer

Filer Name
Jepsen Educational Trust
EIN
42-6507732
Address
PO BOX 1227, STORM LAKE, IA 50588

Signing Officer

Name
Citizens First National Bank
Title
Trustee
Phone
7127325440
Signed
2016-08-01

Preparer

Firm
Rosene Pickhinke Peters & Co Pc
Address
PO BOX 1333, STORM LAKE, IA 50588
Preparer
Steven Peters
Phone
7127321419
Raw XML Appendix280 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0RBS CAPITAL FUND
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt012314
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-01
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0132497
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0130514
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06597
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06597
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06597
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06652
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt055
IRS990PF/DistributableAmountGrp/TotalTaxAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt055
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt055
IRS990PF/FMVAssetsEOYAmt0133783
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0133204
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt085560
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-707
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021742
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0113314
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02026
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1227
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038205
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050588
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07127325440
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INFORMATION REGARDING APPLICATIONS MAY BE OBTAINED FROM THE TRUSTEE, CITIZENS 1ST NATIONAL BANK, STORM LAKE, IOWA 50588.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CITIZENS FIRST NATIONAL BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07127325440
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050588
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0INFORMATION REGARDING SUBMISSION DEADLINES MAY BE OBTAINED FROM THE TRUSTEE, CITIZENS 1ST NATIONAL B
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CEDAR FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VERMILLION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd264468
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd357069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450011
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04500
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/AppliedToCurrentYearAmt0357
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05105
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06597
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05462
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06240
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05105
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
TaxesSchedule/TaxesDetail/Amt0112
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0112
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CITIZENS FIRST NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07127325440
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEPSEN EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% CITIZENS FIRST NATIONAL BANK TTEE
ReturnHeader/Filer/BusinessNameControlTxt0JEPS
ReturnHeader/Filer/EIN0426507732
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1227
ReturnHeader/Filer/USAddress/CityNm0STORM LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050588
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421263144
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSENE PICKHINKE PETERS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1333
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STORM LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050588
ReturnHeader/PreparerPersonGrp/PhoneNum07127321419
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PETERS
ReturnHeader/ReturnTs02016-08-01T16:33:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,514
Liabilities
$0
Net assets
$130,514
Revenue
$5,305
Expenses
$7,288
Net income
-$1,983
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. 2016 filings • <$500k nonprofits