Civic Intelligence

Carroll C Mongan Trust

990PF • Fiscal year 2023 • EIN 42-6550538

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-65%

Higher net margin than 11% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

78th percentile

21%

Faster asset growth than 78% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

28%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$414,164

Up $73,244 (+21%) from 2022

Net Assets

Up

$414,164

Up $73,244 (+21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin11th percentile

Revenue

Up

$10,708

Up $2,318 (+28%) from 2022

Expenses

Down

$17,702

Down $8,055 (-31%) from 2022

Net Income

Up

-$6,994

Up $10,373 (+60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2023

Assets$414,164
Liabilities$0
Net Assets$414,164
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$10,708
Expenses$17,702
Net Income-$6,994
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Brian LockinTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-educationICherokee, IA, US$2,000
Paid Grant-educationICherokee, IA, US$2,000
Paid Grant-educationICherokee, IA, US$2,000
Paid Grant-educationICherokee, IA, US$2,000
Paid Grant-education.ICherokee, IA, US$2,000
Paid Grant-educationICherokee, IA, US$2,000
Filing and Contact Details

Filer

Filer Name
Carroll C Mongan Trust
EIN
42-6550538
In Care Of
% John P Loughlin
Address
231 W Maple, Cherokee, IA 51012

Signing Officer

Name
David Cronin
Title
vice president
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Loughlin Law Firm
Address
231 West Maple St, Cherokee, IA 51012
Preparer
John P Loughlin
Phone
7122252514
Raw XML Appendix251 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0243631 shares of Vanguard Funds
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt012000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt012000
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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/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 S 2nd
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Award 3 educational scholarships of $1,000.00 each ( total $3,000.00) for college and 4 low interest student 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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Veterans preference, awards limited to residents of Cherokee Co., IA, due annually by April 1
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4education.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Allison Daum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Riley Lubeck
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Rayann Patterson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Rebecca Cowan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Ava Simonsen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Jena Jenness
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Loughlin Law Firm
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02550
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt034000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0loans funded but not paid
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt034000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt034000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-33734
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0increase / decrease of student loans in repayment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02742
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0trustee fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Application Review
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Cronin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0vice president
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carroll C Mongan Trust
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0426550538
ReturnHeader/Filer/InCareOfNm0% John P Loughlin
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 W Maple
ReturnHeader/Filer/USAddress/CityNm0Cherokee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420385620
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/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Loughlin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-06T12:48:50-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cronin
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,164
Liabilities
$0
Net assets
$414,164
Revenue
$10,708
Expenses
$17,702
Net income
-$6,994
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