Civic Intelligence

Myrtle Cass Trust

990PF • Fiscal year 2018 • EIN 42-6563202

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

6th percentile

-74%

Higher net margin than 6% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$7,406

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

14th percentile

-11%

Faster asset growth than 14% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-10%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$646,980

Down $81,100 (-11%) from 2017

Net Assets

Down

$646,980

Down $81,100 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$108,980

Down $12,154 (-10%) from 2017

Expenses

Down

$190,025

Down $229 (-0.1%) from 2017

Net Income

Down

-$81,045

Down $11,925 (-17%) from 2017

Historical Trend

Balance Sheet Trend

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 2018: $646,980Liabilities 2018: $0Net Assets 2018: $646,9802018Assets 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

2018

Assets$646,980
Liabilities$0
Net Assets$646,980

Operations Trend

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 2018: $108,980Expenses 2018: $190,025Net Income 2018: -$81,0452018Revenue 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

2018

Revenue$108,980
Expenses$190,025
Net Income-$81,045
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,406-$7,406
-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
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Bierman&bierman Pc
Address
920 MAIN ST PO BOX 713, GRINNELL, IA 50112
Preparer
Rebecca L Petig
Phone
6412366128
Raw XML Appendix340 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1WELLS FARGO BANK
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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/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt039493
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt126329
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt265822
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/Amt039669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt126446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt266115
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/TotalGrantOrContriApprvFutAmt0131644
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0132230
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/AppliedToCurrentYearAmt04742
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0132229
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0136385
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136971
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0131643
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0132229
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0177593
LandEtcSchedule2/LandEtcGrp/BookValueAmt0473179
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/Amt0104
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt247
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/NetInvestmentIncomeAmt017284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017325
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX OVERPAYMENT APPLIED TO ESTIMATES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0172
OtherIncreasesSchedule/OtherIncreasesDetail/Amt096
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt20
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02017 income received in 2018
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Correction in basis of land due to improper calculation for 2016 other
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2Rounding
TaxesSchedule/TaxesDetail/Amt014911
TaxesSchedule/TaxesDetail/CategoryTxt0SEE ATTACHED
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt014011
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F BIERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustees
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
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/AtSubmissionCreationDeviceId0D57F1CD328BBEC53C1F05797DAB9ED7AE65DAF17
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0456C0187882BC9AAAEFBAF0038CE80E59CAA1C98
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.16.117.28
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:24:46
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/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA L PETIG
ReturnHeader/ReturnTs02019-05-14T04:14:25-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.11$0.19$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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