Civic Intelligence

Jepsen Trust C/O Citizens First National Bank

990PF • Fiscal year 2020 • EIN 42-6507733

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 12, 2020

Organization Profile
PO Box 1227Storm Lake, IA 50588

(712) 213-3613

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$3,686

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-9.7%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$561,784

Down $2,726 (-0.5%) from 2019

Net Assets

Down

$561,784

Down $2,726 (-0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin26th percentile

Revenue

Down

$22,660

Down $2,447 (-9.7%) from 2019

Expenses

Down

$25,386

Down $15,043 (-37%) from 2019

Net Income

Up

-$2,726

Up $12,596 (+82%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2020

Assets$561,784
Liabilities$0
Net Assets$561,784
Open 2020 Filing

Operations Trend

Revenue Growth40th 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

2020

Revenue$22,660
Expenses$25,386
Net Income-$2,726
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,686-$3,686
Filing and Contact Details

Filer

Filer Name
Jepsen Trust
EIN
42-6507733
Phone
7122133613
Address
PO BOX 1227, STORM LAKE, IA 50588

Signing Officer

Name
Citizens First National Bank
Title
Trustee
Phone
7127325440
Signed
2020-08-12

Preparer

Firm
Rosene Pickhinke Peters & Co Pc
Address
PO BOX 1333, STORM LAKE, IA 50588
Preparer
Steven Peters
Phone
7127321419
Raw XML Appendix273 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NEW POOL PROJECT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0STUBBS MEM LIBRARY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CITY OF HOLSTEIN - POOL PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0209 E 2ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1119 S MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOLSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151025
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020700
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/AppliedToCurrentYearAmt03490
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018210
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029534
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021700
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026044
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018210
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CITIZENS FIRST NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07127325440
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEPSEN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CITIZENS FIRST NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0JEPS
ReturnHeader/Filer/EIN0426507733
ReturnHeader/Filer/PhoneNum07122133613
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/PreparationDt02020-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PETERS
ReturnHeader/ReturnTs02020-08-12T15:08:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$561,784
Liabilities
$0
Net assets
$561,784
Revenue
$22,660
Expenses
$25,386
Net income
-$2,726
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