Civic Intelligence

Jepsen Trust C/O Citizens First National Bank

990PF • Fiscal year 2014 • EIN 42-6507733

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 11, 2014

Organization Profile
PO Box 122750588

(712) 732-1419

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

54th percentile

$1,905

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

59th percentile

3.8%

Faster asset growth than 59% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$620,361

Up $22,663 (+3.8%) from 2013

Net Assets

Up

$620,361

Up $22,663 (+3.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin95th percentile

Revenue

$31,511

No earlier filing loaded for comparison.

Expenses

Up

$8,848

Up $3,693 (+72%) from 2013

Net Income

$22,663

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0Assets 2011: $572,463Liabilities 2011: $0Net Assets 2011: $572,4632011Assets 2012: $579,208Liabilities 2012: $0Net Assets 2012: $579,2082012Assets 2013: $597,698Liabilities 2013: $0Net Assets 2013: $597,6982013Assets 2014: $620,361Liabilities 2014: $0Net Assets 2014: $620,3612014Assets 2015: $594,832Liabilities 2015: $0Net Assets 2015: $594,8322015Assets 2016: $585,394Liabilities 2016: $0Net Assets 2016: $585,3942016Assets 2017: $570,029Liabilities 2017: $0Net Assets 2017: $570,0292017Assets 2018: $579,832Liabilities 2018: $0Net Assets 2018: $579,8322018Assets 2019: $564,510Liabilities 2019: $0Net Assets 2019: $564,5102019Assets 2020: $561,784Liabilities 2020: $0Net Assets 2020: $561,7842020Assets 2021: $556,248Liabilities 2021: $0Net Assets 2021: $556,2482021Assets 2022: $555,549Liabilities 2022: $0Net Assets 2022: $555,5492022Assets 2023: $549,706Liabilities 2023: $0Net Assets 2023: $549,7062023Assets 2024: $542,344Liabilities 2024: $0Net Assets 2024: $542,3442024Assets 2025: $552,665Liabilities 2025: $0Net Assets 2025: $552,6652025

Highlighted filing

2014

Assets$620,361
Liabilities$0
Net Assets$620,361
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $57,7122011Expenses 2012: $19,8312012Expenses 2013: $5,1552013Revenue 2014: $31,511Expenses 2014: $8,848Net Income 2014: $22,6632014Revenue 2015: $25,180Expenses 2015: $50,709Net Income 2015: -$25,5292015Revenue 2016: $22,899Expenses 2016: $32,337Net Income 2016: -$9,4382016Revenue 2017: $22,425Expenses 2017: $37,790Net Income 2017: -$15,3652017Revenue 2018: $25,596Expenses 2018: $15,793Net Income 2018: $9,8032018Revenue 2019: $25,107Expenses 2019: $40,429Net Income 2019: -$15,3222019Revenue 2020: $22,660Expenses 2020: $25,386Net Income 2020: -$2,7262020Revenue 2021: $26,987Expenses 2021: $32,523Net Income 2021: -$5,5362021Revenue 2022: $31,762Expenses 2022: $32,461Net Income 2022: -$6992022Revenue 2023: $31,457Expenses 2023: $37,300Net Income 2023: -$5,8432023Revenue 2024: $26,140Expenses 2024: $33,502Net Income 2024: -$7,3622024Revenue 2025: $41,430Expenses 2025: $31,109Net Income 2025: $10,3212025

Highlighted filing

2014

Revenue$31,511
Expenses$8,848
Net Income$22,663
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 11, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,905-$1,905
Filing and Contact Details

Filer

EIN
42-6507733

Signing Officer

Name
Julia a Mooney
Title
VP & Trust Officer
Signed
2014-09-11

Preparer

Preparer
Steven Peters
Phone
7127321419
Raw XML Appendix295 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02010-09
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3AMERICAN EXPRESS BANK CD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt031506
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01905
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt029259
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029259
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt022663
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0140014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02247
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02247
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02247
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0450
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022663
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0620361
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031495
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031495
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031495
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032125
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0630
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0630
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0642496
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07127325440
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode050588
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FUNDS ARE DISTRIBUTED SOLELY FOR THE BENEFIT OF THE YOUTH OF HOLSTEIN, IA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANT FOR NEW SHELVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0STUBBS MEM LIBRARY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1STUBBS MEM LIBRARY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2KINDERFEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10209 E 2ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11209 E 2ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode051025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode151025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode251025
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06150
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/AppliedToCurrentYearAmt01388
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05555
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031495
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06943
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030107
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05555
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA A MOONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10JEPSEN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O CITIZENS FIRST NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0JEPS
ReturnHeader/Filer/EIN0426507733
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1227
ReturnHeader/Filer/USAddress/City0STORM LAKE
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050588
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421263144
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROSENE PICKHINKE PETERS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1333
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STORM LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode050588
ReturnHeader/PreparerPersonGrp/PhoneNum07127321419
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PETERS
ReturnHeader/ReturnTs02014-10-08T18:01:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$620,361
Liabilities
$0
Net assets
$620,361
Revenue
$31,511
Expenses
$8,848
Net income
$22,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.41$0.31$0.10
2024Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.26$0.34$0.07
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.31$0.37$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.32$0.32$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.27$0.33$0.06
2020Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.23$0.25$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.25$0.40$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.26$0.16$0.10
2017Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.22$0.38$0.15
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.23$0.32$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.25$0.51$0.26
2014Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.32$0.09$0.23
2013Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.05
2012Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.20
2011Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.58
Peer Organizations

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