Civic Intelligence

Edward J and Agnes Kurtz Hose

EIN 42-6610727 • Ottumwa, IA

PO Box 516Ottumwa, IA 52501
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$14,814

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

89%

Faster revenue growth than 87% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$806,983

Down $9,201 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$806,983

Down $9,201 (-1.1%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin20th percentile

Revenue

Up

$53,250

Up $25,045 (+89%) from 2023

Expenses

Up

$62,248

Up $445 (+0.7%) from 2023

Net Income

Up

-$8,998

Up $24,600 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $712,159Liabilities 2010: $0Net Assets 2010: $712,1592010Assets 2011: $676,186Liabilities 2011: $0Net Assets 2011: $676,1862011Assets 2012: $866,796Liabilities 2012: $0Net Assets 2012: $866,7962012Assets 2013: $843,651Liabilities 2013: $0Net Assets 2013: $843,6512013Assets 2014: $827,017Liabilities 2014: $0Net Assets 2014: $827,0172014Assets 2015: $811,079Liabilities 2015: $0Net Assets 2015: $811,0792015Assets 2016: $798,471Liabilities 2016: $0Net Assets 2016: $798,4712016Assets 2017: $773,880Liabilities 2017: $0Net Assets 2017: $773,8802017Assets 2018: $770,034Liabilities 2018: $0Net Assets 2018: $770,0342018Assets 2019: $752,027Liabilities 2019: $0Net Assets 2019: $752,0272019Assets 2020: $717,475Liabilities 2020: $0Net Assets 2020: $717,4752020Assets 2021: $889,604Liabilities 2021: $0Net Assets 2021: $889,6042021Assets 2022: $849,784Liabilities 2022: $0Net Assets 2022: $849,7842022Assets 2023: $816,184Liabilities 2023: $0Net Assets 2023: $816,1842023Assets 2024: $806,983Liabilities 2024: $0Net Assets 2024: $806,9832024

Highlighted filing

2024

Assets$806,983
Liabilities$0
Net Assets$806,983
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $76,1582010Expenses 2011: $88,1492011Expenses 2012: $71,0952012Revenue 2013: $38,708Expenses 2013: $61,706Net Income 2013: -$22,9982013Revenue 2014: $46,453Expenses 2014: $63,451Net Income 2014: -$16,9982014Revenue 2015: $44,935Expenses 2015: $59,381Net Income 2015: -$14,4462015Revenue 2016: $52,650Expenses 2016: $59,764Net Income 2016: -$7,1142016Revenue 2017: $32,635Expenses 2017: $56,951Net Income 2017: -$24,3162017Revenue 2018: $54,209Expenses 2018: $59,547Net Income 2018: -$5,3382018Revenue 2019: $39,390Expenses 2019: $57,397Net Income 2019: -$18,0072019Revenue 2020: $22,045Expenses 2020: $57,012Net Income 2020: -$34,9672020Revenue 2021: $230,389Expenses 2021: $58,260Net Income 2021: $172,1292021Revenue 2022: $19,807Expenses 2022: $59,627Net Income 2022: -$39,8202022Revenue 2023: $28,205Expenses 2023: $61,803Net Income 2023: -$33,5982023Revenue 2024: $53,250Expenses 2024: $62,248Net Income 2024: -$8,9982024

Highlighted filing

2024

Revenue$53,250
Expenses$62,248
Net Income-$8,998
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$806,983
Liabilities
$0
Net assets
$806,983
Revenue
$53,250
Expenses
$62,248
Net income
-$8,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.53$0.62$0.09
2023Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$0.28$0.62$0.34
2022Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.20$0.60$0.40
2021Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$2.30$0.58$1.72
2020Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.22$0.57$0.35
2019Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.39$0.57$0.18
2018Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.54$0.60$0.05
2017Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.33$0.57$0.24
2016Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.53$0.60$0.07
2015Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.45$0.59$0.14
2014Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.46$0.63$0.17
2013Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.39$0.62$0.23
2012Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.71
2011Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.88
2010Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 21, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOUTH OTTUMWA SAVINGS BANKTrustee-$14,814-$14,814
CHERYL JONESAgent Fee-$3,000-$3,000
DR TED HAASAdvisory COM-$0--
FR JAMES BETZENAdvisory COM-$0--
RICHARD GAUMERAdvisory COM-$0--
DR ERIC DODSONAdvisory COM-$0--
DR TOM WILLIAMSONAdvisory COM-$0--
Filing and Contact Details

Filer

Filer Name
Edward J and Agnes Kurtz Hose
EIN
42-6610727
Phone
6416827541
Address
PO BOX 516, OTTUMWA, IA 52501

Signing Officer

Name
South Ottumwa Savings Bank
Title
Trustee
Phone
6416827541
Signed
2025-03-21

Preparer

Firm
Anderson Larkin & Co Pc
Address
221 N WAPELLO, OTTUMWA, IA 52501
Preparer
Kenneth E Crosser
Phone
6416845489
Raw XML Appendix278 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/PersonNm0SOUTH OTTUMWA SAVINGS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DR TED HAAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHERYL JONES
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SOUTH OTTUMWA SAVINGS BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 516
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0320 CHURCH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OTTUMWA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06416827541
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A FUNDS APPLICATION FORM SHOULD BE OBTAINED COMPLETED AND RETURNED ALONG WITH SUPPORTING DOCUMENTION OF THE COST OF THE HEALTH CARE NOT COVERED BY INSURANCE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHERYLL JONES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06416828145
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O CHILD HEALTH SPECIALTY CLINIC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0317 VANNESS AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OTTUMWA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd052501
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FOR THE USE OF RESIDENTS OF WAPELLO COUNTY, IOWA UNDER THE AGE OF 18 WHO HAVE HEALTH CARE EXPENSES NOT COVERED BY INSURANCE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt041934
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PAY HEALTH CARE COSTS OF MINOR CHILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PAID IN FULL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS MINOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0AVAILABLE ON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OTTUMWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052501
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041934
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/AppliedToCurrentYearAmt0863
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt041071
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044125
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0652
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0652
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041934
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0652
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt043262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt041071
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0203
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAID
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0850
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SOUTH OTTUMWA SAVINGS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06416827541
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD J AND AGNES KURTZ HOSE
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0426610727
ReturnHeader/Filer/PhoneNum06416827541
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 516
ReturnHeader/Filer/USAddress/CityNm0OTTUMWA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421125570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON LARKIN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0221 N WAPELLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OTTUMWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052501
ReturnHeader/PreparerPersonGrp/PhoneNum06416845489
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH E CROSSER
ReturnHeader/ReturnTs02025-03-28T18:02:11-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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