Civic Intelligence

Jepsen Trust C/O Citizens First National Bank

990PF • Fiscal year 2017 • EIN 42-6507733

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 14, 2017

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

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

7th percentile

-69%

Higher net margin than 7% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$3,095

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-2.1%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$570,029

Down $15,365 (-2.6%) from 2016

Net Assets

Down

$570,029

Down $15,365 (-2.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin7th percentile

Revenue

Down

$22,425

Down $474 (-2.1%) from 2016

Expenses

Up

$37,790

Up $5,453 (+17%) from 2016

Net Income

Down

-$15,365

Down $5,927 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2017

Assets$570,029
Liabilities$0
Net Assets$570,029
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

2017

Revenue$22,425
Expenses$37,790
Net Income-$15,365
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,095-$3,095
Filing and Contact Details

Filer

Filer Name
Jepsen Trust
EIN
42-6507733
Address
PO BOX 1227, STORM LAKE, IA 50588

Signing Officer

Name
Citizens First National Bank
Title
Trustee
Phone
7127325440
Signed
2017-08-14

Preparer

Firm
Rosene Pickhinke Peters & Co Pc
Address
PO BOX 1333, STORM LAKE, IA 50588
Preparer
Steven Peters
Phone
7127321419
Raw XML Appendix282 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/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0224
IRS990PF/DistributableAmountGrp/TotalTaxAmt0224
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0101629
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0513970
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2519 E MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3124 S MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4519 E MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd251025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd351025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd451025
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033845
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/AppliedToCurrentYearAmt019531
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015164
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030094
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034695
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010563
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015164
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CITIZENS FIRST NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07127325440
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEPSEN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CITIZENS FIRST NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0JEPS
ReturnHeader/Filer/EIN0426507733
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1227
ReturnHeader/Filer/USAddress/CityNm0STORM LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050588
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05ABF3CE6DE72CC33A878DDA6963BEE6745A4512D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05ABF3CE6DE72CC33A878DDA6963BEE6745A4512D
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/PreparationDt02017-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PETERS
ReturnHeader/ReturnTs02017-08-15T12:20:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$570,029
Liabilities
$0
Net assets
$570,029
Revenue
$22,425
Expenses
$37,790
Net income
-$15,365
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