Civic Intelligence

Jepsen Educational Trust % Citizens First National Bank Ttee

990PF • Fiscal year 2019 • EIN 42-6507732

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 03, 2015

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$1,667

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 32.8% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-2.1%

Faster asset growth than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

5.3%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$120,648

Down $2,540 (-2.1%) from 2018

Net Assets

Down

$120,648

Down $2,540 (-2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$5,076

Up $254 (+5.3%) from 2018

Expenses

Down

$7,616

Down $647 (-7.8%) from 2018

Net Income

Up

-$2,540

Up $901 (+26%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2019

Assets$120,648
Liabilities$0
Net Assets$120,648
Open 2019 Filing

Operations Trend

Revenue Growth58th 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

2019

Revenue$5,076
Expenses$7,616
Net Income-$2,540
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 3, 2015
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,667-$1,667
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
2015-10-03

Preparer

Firm
Rosene Pickhinke Peters & Co Pc
Address
PO BOX 1333, STORM LAKE, IA 50588
Preparer
Steven Peters
Phone
7127321419
Raw XML Appendix300 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/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt090710
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01827
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INFORMATION REGARDING APPLICATIONS MAY BE OBTAINED FROM THE TRUSTEE, CITIZENS 1ST NATIONAL BANK, STORM LAKE, IOWA 50588.
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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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRACIE CAROL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MADELINE ELSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JILL GALVIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MERCEDES JUELFS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4KARA RICHARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 W 22ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 W UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21400 R STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4101 7TH ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SIOUX FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MITCHELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ORANGE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd057105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd157301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd451041
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt01111
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04838
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05947
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05949
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04836
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04838
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt049
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CITIZENS FIRST NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07127325440
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0847F9792AAA4CA757AE266E6C3945D475CBA39A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0847F9792AAA4CA757AE266E6C3945D475CBA39A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.33.233.55
ReturnHeader/FilingSecurityInformation/IPDt02019-10-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:29:52
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/PreparationDt02019-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PETERS
ReturnHeader/ReturnTs02019-10-07T15:29:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,648
Liabilities
$0
Net assets
$120,648
Revenue
$5,076
Expenses
$7,616
Net income
-$2,540
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