Civic Intelligence

Jepsen Trust C/O Citizens First National Bank

990PF • Fiscal year 2019 • EIN 42-6507733

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

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$3,469

Higher top officer pay than 57% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.6%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-1.9%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$564,510

Down $15,322 (-2.6%) from 2018

Net Assets

Down

$564,510

Down $15,322 (-2.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin9th percentile

Revenue

Down

$25,107

Down $489 (-1.9%) from 2018

Expenses

Up

$40,429

Up $24,636 (+156%) from 2018

Net Income

Down

-$15,322

Down $25,125 (-256%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2019

Assets$564,510
Liabilities$0
Net Assets$564,510
Open 2019 Filing

Operations Trend

Revenue Growth38th 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

2019

Revenue$25,107
Expenses$40,429
Net Income-$15,322
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,469-$3,469
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
2019-10-03

Preparer

Firm
Rosene Pickhinke Peters & Co Pc
Address
PO BOX 1333, STORM LAKE, IA 50588
Preparer
Steven Peters
Phone
7127321419
Raw XML Appendix307 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0STUBBS MEM LIBRARY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KINDERFEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2RIDGE VIEW HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3RIDGE VIEW SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0209 E 2ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2519 E MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3519 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/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd251025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd351025
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034950
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/AppliedToCurrentYearAmt011376
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt025584
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029586
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036960
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018210
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025584
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
TaxesSchedule/TaxesDetail/Amt01027
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01027
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CITIZENS FIRST NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07127325440
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-03
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/AtSubmissionCreationDeviceId0C57418FF41242B48E4389E41AC23D14FA82172DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C57418FF41242B48E4389E41AC23D14FA82172DC
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
$564,510
Liabilities
$0
Net assets
$564,510
Revenue
$25,107
Expenses
$40,429
Net income
-$15,322
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