Civic Intelligence

Myrtle Cass Trust

990PF • Fiscal year 2017 • EIN 42-6563202

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
C/O PO Box 713Grinnell, IA 50112-0713

(641) 236-6128

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

8th percentile

-57%

Higher net margin than 8% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

59th percentile

$7,474

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

16th percentile

-8.1%

Faster asset growth than 16% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-3.8%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$728,080

Down $64,232 (-8.1%) from 2016

Net Assets

Down

$728,080

Down $64,232 (-8.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin8th percentile

Revenue

Down

$121,134

Down $4,832 (-3.8%) from 2016

Expenses

Down

$190,254

Down $5,508 (-2.8%) from 2016

Net Income

Up

-$69,120

Up $676 (+1.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,023,759Liabilities 2011: $02011Assets 2012: $1,001,792Liabilities 2012: $02012Assets 2013: $979,802Liabilities 2013: $02013Assets 2014: $949,944Liabilities 2014: $02014Assets 2015: $862,200Liabilities 2015: $0Net Assets 2015: $862,2002015Assets 2016: $792,312Liabilities 2016: $0Net Assets 2016: $792,3122016Assets 2017: $728,080Liabilities 2017: $0Net Assets 2017: $728,0802017Assets 2019: $568,456Liabilities 2019: $0Net Assets 2019: $568,4562019Assets 2020: $665,875Liabilities 2020: $0Net Assets 2020: $665,8752020Assets 2021: $897,941Liabilities 2021: $0Net Assets 2021: $897,9412021Assets 2022: $781,668Liabilities 2022: $12022Assets 2023: $652,501Liabilities 2023: $12023Assets 2024: $3,016,583Liabilities 2024: $0Net Assets 2024: $3,016,5832024

Highlighted filing

2017

Assets$728,080
Liabilities$0
Net Assets$728,080
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $123,484Expenses 2011: $123,722Net Income 2011: -$2382011Revenue 2012: $134,112Expenses 2012: $155,891Net Income 2012: -$21,7792012Revenue 2013: $141,061Expenses 2013: $163,046Net Income 2013: -$21,9852013Revenue 2014: $151,219Expenses 2014: $179,291Net Income 2014: -$28,0722014Revenue 2015: $142,447Expenses 2015: $227,084Net Income 2015: -$84,6372015Revenue 2016: $125,966Expenses 2016: $195,762Net Income 2016: -$69,7962016Revenue 2017: $121,134Expenses 2017: $190,254Net Income 2017: -$69,1202017Revenue 2019: $116,956Expenses 2019: $195,401Net Income 2019: -$78,4452019Revenue 2020: $303,560Expenses 2020: $200,224Net Income 2020: $103,3362020Revenue 2021: $412,424Expenses 2021: $180,358Net Income 2021: $232,0662021Revenue 2022: $86,058Expenses 2022: $202,332Net Income 2022: -$116,2742022Revenue 2023: $85,526Expenses 2023: $218,006Net Income 2023: -$132,4802023Revenue 2024: $2,579,305Expenses 2024: $219,422Net Income 2024: $2,359,8832024

Highlighted filing

2017

Revenue$121,134
Expenses$190,254
Net Income-$69,120
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,474-$7,474
-Trustee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Myrtle Cass Trust
EIN
42-6563202
Phone
6412366128
Address
C/O PO BOX 713, GRINNELL, IA 50112-0713

Signing Officer

Name
John F Bierman
Title
Trustees
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Bierman&bierman Pc
Address
920 MAIN ST PO BOX 713, GRINNELL, IA 50112
Preparer
John F Bierman Iii
Phone
6412366128
Raw XML Appendix336 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/BusinessName/BusinessNameLine1Txt0JOHN F BIERMAN III
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUST'S SOLE PROGRAM IS THE DISTRIBUTION OF NET INCOME 30% TO THE TRUSTEES OF GRINNELL COLLEGE FOR SCHOLARSHIPS, 20% TO THE TRUSTEES OF GRINNELL REGIONAL MEDICAL CENTER(now known as Unity Point-GRMC) AND
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt050% TO THE WORLD WIDE CHURCH OF GOD (now known as Grace Communion International).
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt126446
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt266116
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Scholarships for students
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1General support of hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2General support of church
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0GRINNELL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1GRINNELL REGIONAL MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2GRACE COMMUNION INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0733 BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1210 FOURTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2440 West Green Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0GRINNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1GRINNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2GLENDORA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd050112
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd150112
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd291105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040469
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt126979
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt267449
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarships for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General support of hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General support of church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GRINNELL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GRINNELL REGIONAL MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GRACE COMMUNION INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0733 BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1210 FOURTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2440 West Green Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GRINNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GRINNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GLENDORA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0132231
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0134897
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/AppliedToCurrentYearAmt04748
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0134896
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0136977
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0139644
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0132229
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0134896
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0167440
LandEtcSchedule2/LandEtcGrp/BookValueAmt0483332
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0650772
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt02520000
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Bierman Bierman, P.C.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt096
OtherDecreasesSchedule/OtherDecreasesDetail/Amt112
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2814
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 income received in 2018
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Vanguard Reit return of capital - no apparent basis adjustment.
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2Unreconcilable amount - difficulty in interpreting accounting - basis
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SEE ATTACHED
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015966
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015999
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX OVERPAYMENT APPLIED TO ESTIMATES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0383
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0216
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1544
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02016 income received in 2017
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Correction in basis of land due to improper calculation for 2016 other
TaxesSchedule/TaxesDetail/Amt013950
TaxesSchedule/TaxesDetail/CategoryTxt0SEE ATTACHED
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013067
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F BIERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustees
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MYRTLE CASS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MYRT
ReturnHeader/Filer/EIN0426563202
ReturnHeader/Filer/PhoneNum06412366128
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PO BOX 713
ReturnHeader/Filer/USAddress/CityNm0GRINNELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0501120713
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0626866EB530C0D3D97EC504AD5D3E61287F5BA27
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0456C0187882BC9AAAEFBAF0038CE80E59CAA1C98
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.22.216.190
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm020:38:36
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIERMAN&BIERMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 MAIN ST PO BOX 713
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRINNELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050112
ReturnHeader/PreparerPersonGrp/PhoneNum06412366128
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F BIERMAN III
ReturnHeader/ReturnTs02018-05-14T11:38:33-00:00
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
$728,080
Liabilities
$0
Net assets
$728,080
Revenue
$121,134
Expenses
$190,254
Net income
-$69,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$2.58$0.22$2.36
2023Summary only. Only limited summary data is available for this year.$0.65$0.00$0.09$0.22$0.13
2022Summary only. Only limited summary data is available for this year.$0.78$0.00$0.09$0.20$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.41$0.18$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.30$0.20$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.12$0.20$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.12$0.19$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.13$0.20$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.14$0.23$0.08
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.15$0.18$0.03
2013Summary only. Only limited summary data is available for this year.$0.98$0.00$0.14$0.16$0.02
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.13$0.16$0.02
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.12$0.12$0.00