Carroll C Mongan Trust

990PF • Fiscal year 2013 • EIN 42-6550538

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile

231 W Maple51012

(712) 225-2514

Siviq Scores

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

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

-98%

Higher net margin than 7% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

-0.0%

Faster asset growth than 47% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

-35%

Faster revenue growth than 13% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$403,901

Down $16 (-0.0%) from 2012

Net Assets

$403,901

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin7th percentile

Revenue

Down

$7,289

Down $3,871 (-35%) from 2012

Expenses

Down

$14,409

Down $10,770 (-43%) from 2012

Net Income

-$7,120

Up $6,899 (+49%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

Highlighted filing

2013

Assets$403,901

Liabilities$0

Net Assets$403,901

Open 2013 Filing

Operations Trend

Revenue Growth13th percentile

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

Highlighted filing

2013

Revenue$7,289

Expenses$14,409

Net Income-$7,120

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 12, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$0	-	-
Robert Grant	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 42-6550538

Signing Officer

Name: Dan B Berglund
Title: trust officer
Phone: 7122256117
Signed: 2014-05-12
Discuss with paid preparer: No

Preparer

Preparer: John P Loughlin
Phone: 7122252514

Raw XML Appendix219 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	217627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	217627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	243631 shares of Vanguard Funds
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	8500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	8500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	5451
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	5451
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-7120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	1838
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	1838
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	2250
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	7289
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	3659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	8500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	14409
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	7289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	7289
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	5909
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-7120
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	7104
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	403901
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	403917
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	403901
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	-73
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	73
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	73
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	73
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	73
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	73
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	73
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	73
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	73
IRS990PF/FMVAssetsEOYAmt	0	403901
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	403917
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	393636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	235968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	217627
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	217627
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt	0	51000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt	0	51000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt	0	51000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	10265
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	10265
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	10265
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	116949
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	125009
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	125009
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	403917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	403901
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	403901
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	403917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	403901
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	403917
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	403901
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1	0	State Savings Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Robert Grant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	202 S 2nd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	809 W Cherry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	Cherokee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	Cherokee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	51012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	51012
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	73
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	19138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	18125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	18250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	18750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	18750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	73
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	8500
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	8427
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	8500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	73
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	8500
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	1
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	1	1
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	2	1
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	3	1
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	4	1
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	The Trust distributes all net income in the form of scholarships and low interest loans to students who reside in
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	1	Cherokee County, Ia. The awards are made annually in April. Applications are distributed to the public through the
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	2	school systems and are available at the local bank, State Savings Bank, Trustee. There is a residency requirement
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	3	for Cherokee County under the Trust instrument, as well as a preference for students who have family members
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	4	serving in the armed forces veterans.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	200 S 2nd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	Cherokee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	51012
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IA
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	State Savings Bank
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7122256117
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Award 7 scholarships and 4 low interest student loans to residents of Cherokee Co., Ia. with a preference for students with family members who served in the armed forces (veterans).
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	sample attached
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	State Savings Bank
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	7122256117
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1	0	200 S 2nd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City	0	Cherokee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State	0	IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode	0	51012
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Veterans preference, awards limited to residents of Cherokee Co., IA, due annually by April 1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	April 1 of each year
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	8500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Scholarships low interest loans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	local
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	Cherokee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	51012
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	-73
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	19250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	18125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	73
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	45802
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	8500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	19250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	18125
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	8500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	8500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	45875
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	37375
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Loughlin Law Firm
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	2250
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	loans funded but not paid
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	10265
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	10265
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	1238
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	1	73
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	2	5793
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	increase in student loans in repayment
OtherIncreasesSchedule/OtherIncreasesDetail/Description	1	tax paid
OtherIncreasesSchedule/OtherIncreasesDetail/Description	2	increase in Vanguard fundds
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	3239
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	420
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	trustee fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	Application Review
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Dan B Berglund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	trust officer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7122256117
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Carroll C Mongan Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	CARR
ReturnHeader/Filer/EIN	0	426550538
ReturnHeader/Filer/USAddress/AddressLine1	0	231 W Maple
ReturnHeader/Filer/USAddress/City	0	Cherokee
ReturnHeader/Filer/USAddress/State	0	IA
ReturnHeader/Filer/USAddress/ZIPCode	0	51012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	LOUGHLIN LAW FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	231 W Maple
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Cherokee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	51012
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7122252514
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	John P Loughlin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-05-14T12:35:33-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $403,901
Liabilities: $0
Net assets: $403,901
Revenue: $7,289
Expenses: $14,409
Net income: -$7,120

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.10	$0.00	$4.10	$0.13	$0.19	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$4.14	$0.00	$4.14	$0.11	$0.18	$0.07
2022Detailed filing. Detailed filing data is available for this year.	$3.41	$0.00	$3.41	$0.08	$0.26	$0.17
2021Detailed filing. Detailed filing data is available for this year.	$4.32	$0.00	$4.32	$0.11	$0.32	$0.21
2020Detailed filing. Detailed filing data is available for this year.	$4.28	$0.00	$4.28	$0.11	$0.18	$0.07
2019Summary only. Only limited summary data is available for this year.	$4.58	$0.00		$0.09	$0.06	$0.03
2017Detailed filing. Detailed filing data is available for this year.	$4.24	$0.00	$4.24	$0.08	$0.06	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$4.38	$0.00	$4.38	$0.08	$0.06	$0.02
2015Summary only. Only limited summary data is available for this year.	$3.91	$0.00		$0.08	$0.06	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$3.95	$0.00	$3.95	$0.08	$0.18	$0.11
2013Detailed filing. Detailed filing data is available for this year.	$4.04	$0.00	$4.04	$0.07	$0.14	$0.07
2012Summary only. Only limited summary data is available for this year.	$4.04	$0.00		$0.11	$0.25	$0.14
2011Summary only. Only limited summary data is available for this year.	$4.06	$0.00		$0.12	$0.24	$0.12