Civic Intelligence

Myrtle Cass Trust

990PF • Fiscal year 2022 • EIN 42-6563202

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

7th percentile

-135%

Higher net margin than 7% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$10,263

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

16th percentile

-13%

Faster asset growth than 16% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$781,668

Flat from 2022

Net Assets

$781,668

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin7th percentile

Revenue

Flat

$86,058

Flat from 2022

Expenses

Flat

$202,332

Flat from 2022

Net Income

Flat

-$116,274

Flat from 2022

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: $0Net Assets 2022: $781,6682022Assets 2022: $781,668Liabilities 2022: $12022Assets 2023: $652,501Liabilities 2023: $12023Assets 2024: $3,016,583Liabilities 2024: $0Net Assets 2024: $3,016,5832024

Highlighted filing

2022

Assets$781,668
Liabilities$0
Net Assets$781,668
Open 2022 Filing

Operations Trend

Revenue Growth4th 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 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

2022

Revenue$86,058
Expenses$202,332
Net Income-$116,274
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$10,263-$10,263
-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
Trustee
Phone
6412366128
Signed
2023-10-16
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 Appendix305 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
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0487372
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt04398
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt04398
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0140976
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0387632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0318200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05626
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-18349
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0602
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt073570
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX OVERPAYMENT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt061449
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt061449
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02526
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010737
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013263
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0148961
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0148961
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt04398
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04398
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05626
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05626
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-116274
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt098180
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt098180
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt092828
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0602
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0602
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07200
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-18350
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt064711
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt073570
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013068
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0155837
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt039697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0202332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0104408
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt086058
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06876
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt039697
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt053371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0111178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-19904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-19904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt091273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED - SHORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED - LONG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-18349
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-116274
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0781668
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0897941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0781668
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0178272
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0178272
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0178272
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0179171
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0899
IRS990PF/DistributableAmountGrp/TotalTaxAmt0899
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0899
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt05181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt03382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0899
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0899
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05181
IRS990PF/FMVAssetsEOYAmt03591488
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0346396
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0341998
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0551545
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0439670
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0349042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0387632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0318200
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0145374
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0487372
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0346396
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0341998
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03221250
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0202503
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt052038
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt052038
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0897941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0781668
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03591488
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0897941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0781668
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0897941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0781668
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03637999
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt083893
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0332856
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054570
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03221250
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0179171
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03583429
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03637999
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0JOHN F BIERMAN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1WEST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0920 MAIN ST PO BOX 713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11248 O STREET 4TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GRINNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd168508
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0155837
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0155837
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 65020
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST DES MOINES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050265
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WEST BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05152222388
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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 UNITY POINT HOSPITAL - GRINNELL (formerly known as Grinnell Regional Med Center)
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt050% TO THE WORLD WIDE CHURCH OF GOD (now known as Grace Communion International).
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt051418
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt134279
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt285698
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/BusinessNameLine1Txt1UNITY POINT HOSPITAL - GRINNELL
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/CityNm2PASADENA
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/Amt044688
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt129792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt274481
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/BusinessNameLine1Txt1UNITY POINT HOSPITAL - GRINNELL
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/CityNm2PASADENA
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/TotalGrantOrContriApprvFutAmt0171395
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0148961
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/AppliedToCurrentYearAmt06877
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0148960
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0178272
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0155837
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0171395
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0148960
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0145374
LandEtcSchedule2/LandEtcGrp/BookValueAmt0341998
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0487372
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt03221250
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Bierman Bierman, P.C.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03600
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SEE ATTACHED
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07185
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ERROR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0HERTZ RE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0750
TaxesSchedule/TaxesDetail/Amt019825
TaxesSchedule/TaxesDetail/CategoryTxt0SEE ATTACHED
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013068
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F BIERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06412366128
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
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/PreparerFirmGrp/PreparerFirmEIN0421011051
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/PreparationDt02023-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA L PETIG
ReturnHeader/ReturnTs02023-10-16T01:12:21-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BIERMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$781,668
Liabilities
$0
Net assets
$781,668
Revenue
$86,058
Expenses
$202,332
Net income
-$116,274
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
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.09$0.20$0.12
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
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