Civic Intelligence

Carroll C Mongan Trust

990PF • Fiscal year 2017 • EIN 42-6550538

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
231 W MapleCherokee, IA 51012

(712) 225-2514

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-0.7%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$424,083

Down $14,214 (-3.2%) from 2016

Net Assets

Down

$424,083

Down $14,214 (-3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin83rd percentile

Revenue

Down

$8,432

Down $60 (-0.7%) from 2016

Expenses

Up

$6,031

Up $33 (+0.6%) from 2016

Net Income

Down

$2,401

Down $93 (-3.7%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2011: $405,747Liabilities 2011: $02011Assets 2012: $403,917Liabilities 2012: $02012Assets 2013: $403,901Liabilities 2013: $0Net Assets 2013: $403,9012013Assets 2014: $395,356Liabilities 2014: $0Net Assets 2014: $395,3562014Assets 2015: $391,202Liabilities 2015: $02015Assets 2016: $438,297Liabilities 2016: $0Net Assets 2016: $438,2972016Assets 2017: $424,083Liabilities 2017: $0Net Assets 2017: $424,0832017Assets 2019: $458,063Liabilities 2019: $02019Assets 2020: $427,645Liabilities 2020: $0Net Assets 2020: $427,6452020Assets 2021: $432,142Liabilities 2021: $0Net Assets 2021: $432,1422021Assets 2022: $340,920Liabilities 2022: $0Net Assets 2022: $340,9202022Assets 2023: $414,164Liabilities 2023: $0Net Assets 2023: $414,1642023Assets 2024: $410,348Liabilities 2024: $0Net Assets 2024: $410,3482024

Highlighted filing

2017

Assets$424,083
Liabilities$0
Net Assets$424,083
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $12,454Expenses 2011: $23,987Net Income 2011: -$11,5332011Revenue 2012: $11,160Expenses 2012: $25,179Net Income 2012: -$14,0192012Revenue 2013: $7,289Expenses 2013: $14,409Net Income 2013: -$7,1202013Revenue 2014: $7,809Expenses 2014: $18,317Net Income 2014: -$10,5082014Revenue 2015: $8,344Expenses 2015: $5,997Net Income 2015: $2,3472015Revenue 2016: $8,492Expenses 2016: $5,998Net Income 2016: $2,4942016Revenue 2017: $8,432Expenses 2017: $6,031Net Income 2017: $2,4012017Revenue 2019: $9,170Expenses 2019: $5,963Net Income 2019: $3,2072019Revenue 2020: $11,191Expenses 2020: $17,817Net Income 2020: -$6,6262020Revenue 2021: $10,795Expenses 2021: $32,041Net Income 2021: -$21,2462021Revenue 2022: $8,390Expenses 2022: $25,757Net Income 2022: -$17,3672022Revenue 2023: $10,708Expenses 2023: $17,702Net Income 2023: -$6,9942023Revenue 2024: $12,859Expenses 2024: $18,826Net Income 2024: -$5,9672024

Highlighted filing

2017

Revenue$8,432
Expenses$6,031
Net Income$2,401
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Robert GrantTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carroll C Mongan Trust
EIN
42-6550538
Address
231 W Maple, Cherokee, IA 51012

Signing Officer

Name
Karen Aduddell
Title
Trust Officer
Signed
2018-05-02
Discuss with paid preparer
No

Preparer

Firm
Loughlin Law Firm
Address
231 West Maple St, Cherokee, IA 51012
Preparer
John P Loughlin
Phone
7122252514
Raw XML Appendix210 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert Grant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The Trust distributes all net income in the form of scholarships and low interest loans to students who reside in
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Cherokee County, Ia. The awards are made annually in April. Applications are distributed to the public through the
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2school systems and are available at the local bank, State Savings Bank, Trustee. There is a residency requirement
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3for Cherokee County under the Trust instrument, as well as a preference for students who have family members
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4serving in the armed forces veterans.
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Award 7 educational scholarships of $750.00 each for college and 4 low interest student loans of $8000 each ( $2000 per year for 4 years) to residents of Cherokee County Iowa with a preference in the Trust instrument for members or family members of the US Armed Forces.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd051012
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Veterans preference, awards limited to residents of Cherokee Co., IA, due annually by April 1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 1 of each year
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0167
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Loughlin Law Firm
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02250
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt052000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0loans funded but not paid
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt042336
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt042336
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016615
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0increase / decrease of student loans in repayment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03381
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0trustee fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Application Review
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Aduddell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carroll C Mongan Trust
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0426550538
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 W Maple
ReturnHeader/Filer/USAddress/CityNm0Cherokee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0949389C9859CE9B6B7DCF22D4CA9429C28CB2D73
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06CEBFA84134A4AB1023F252220578474A4B803EE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.215.11.68
ReturnHeader/FilingSecurityInformation/IPDt02018-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:05:54
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Loughlin Law Firm
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0231 West Maple St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherokee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122252514
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Loughlin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-02T10:06:11-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$424,083
Liabilities
$0
Net assets
$424,083
Revenue
$8,432
Expenses
$6,031
Net income
$2,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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