Civic Intelligence

Margaret Wolf Scholarship Trust

990PF • Fiscal year 2018 • EIN 42-6565479

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 28, 2019

Organization Profile
First Citizens Bank 300 North MainCharles City, IA 50616

(641) 228-5315

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$1,138

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.3%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$104,770

Down $1,395 (-1.3%) from 2017

Net Assets

Down

$104,770

Down $1,395 (-1.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Down

$3,930

Down $10,785 (-73%) from 2017

Expenses

Up

$5,480

Up $97 (+1.8%) from 2017

Net Income

Down

-$1,550

Down $10,882 (-117%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$150K$100K$50K$0Assets 2011: $104,740Liabilities 2011: $12011Assets 2012: $105,089Liabilities 2012: $02012Assets 2013: $102,215Liabilities 2013: $0Net Assets 2013: $102,2152013Assets 2014: $100,044Liabilities 2014: $02014Assets 2015: $98,820Liabilities 2015: $0Net Assets 2015: $98,8202015Assets 2016: $96,843Liabilities 2016: $0Net Assets 2016: $96,8432016Assets 2017: $106,165Liabilities 2017: $0Net Assets 2017: $106,1652017Assets 2018: $104,770Liabilities 2018: $0Net Assets 2018: $104,7702018Assets 2019: $102,412Liabilities 2019: $0Net Assets 2019: $102,4122019Assets 2020: $102,633Liabilities 2020: $0Net Assets 2020: $102,6332020Assets 2021: $106,935Liabilities 2021: $0Net Assets 2021: $106,9352021Assets 2022: $103,097Liabilities 2022: $0Net Assets 2022: $103,0972022Assets 2023: $102,776Liabilities 2023: $12023Assets 2024: $105,615Liabilities 2024: $0Net Assets 2024: $105,6152024

Highlighted filing

2018

Assets$104,770
Liabilities$0
Net Assets$104,770
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $3,511Expenses 2011: $4,090Net Income 2011: -$5792011Revenue 2012: $3,667Expenses 2012: $3,319Net Income 2012: $3482012Revenue 2013: $2,978Expenses 2013: $5,837Net Income 2013: -$2,8592013Revenue 2014: $3,226Expenses 2014: $5,445Net Income 2014: -$2,2192014Revenue 2015: $4,375Expenses 2015: $5,533Net Income 2015: -$1,1582015Revenue 2016: $3,499Expenses 2016: $5,537Net Income 2016: -$2,0382016Revenue 2017: $14,715Expenses 2017: $5,383Net Income 2017: $9,3322017Revenue 2018: $3,930Expenses 2018: $5,480Net Income 2018: -$1,5502018Revenue 2019: $4,265Expenses 2019: $6,623Net Income 2019: -$2,3582019Revenue 2020: $5,920Expenses 2020: $5,699Net Income 2020: $2212020Revenue 2021: $10,489Expenses 2021: $5,959Net Income 2021: $4,5302021Revenue 2022: $2,476Expenses 2022: $6,292Net Income 2022: -$3,8162022Revenue 2023: $5,254Expenses 2023: $5,553Net Income 2023: -$2992023Revenue 2024: $2,103Expenses 2024: $5,220Net Income 2024: -$3,1172024

Highlighted filing

2018

Revenue$3,930
Expenses$5,480
Net Income-$1,550
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,138-$1,138
Filing and Contact Details

Filer

Filer Name
Margaret Wolf Scholarship Trust
EIN
42-6565479
Phone
6412285315
Address
FIRST CITIZENS BANK 300 NORTH MAIN, CHARLES CITY, IA 50616

Signing Officer

Name
First Citizens Bank
Title
Trustee
Phone
6412285315
Signed
2019-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Brinton Bordwell & Johnson
Address
PO BOX 73, CLARION, IA 50525
Preparer
Katherine L Simmons CPA
Phone
5155322851
Raw XML Appendix264 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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OtherIncreasesSchedule/OtherIncreasesDetail/Amt0155
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCES
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt1146
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST CITIZENS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06412285315
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET WOLF SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0426565479
ReturnHeader/Filer/PhoneNum06412285315
ReturnHeader/Filer/USAddress/AddressLine1Txt0FIRST CITIZENS BANK 300 NORTH MAIN
ReturnHeader/Filer/USAddress/CityNm0CHARLES CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050616
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId065F88579923B6AD516FBBC2DE6CBD6AF1AC26D30
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId065F88579923B6AD516FBBC2DE6CBD6AF1AC26D30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.90.15.9
ReturnHeader/FilingSecurityInformation/IPDt02019-04-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:27:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421210660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRINTON BORDWELL & JOHNSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 73
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLARION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050525
ReturnHeader/PreparerPersonGrp/PhoneNum05155322851
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE L SIMMONS CPA
ReturnHeader/ReturnTs02019-04-06T11:27:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,770
Liabilities
$0
Net assets
$104,770
Revenue
$3,930
Expenses
$5,480
Net income
-$1,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.05$0.03
2023Summary only. Only limited summary data is available for this year.$1.03$0.00$0.05$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.02$0.06$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.10$0.06$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.05$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.15$0.05$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.03$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.06$0.01
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.03$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.04$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.04$0.04$0.01