Civic Intelligence

Edward J and Agnes Kurtz Hose Charitable Trust

990PF • Fiscal year 2016 • EIN 42-6610727

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 16, 2017

Organization Profile
PO Box 516Ottumwa, IA 52501

(641) 682-7541

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$12,666

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.6%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$798,471

Down $12,608 (-1.6%) from 2015

Net Assets

Down

$798,471

Down $12,608 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin23rd percentile

Revenue

Up

$52,650

Up $7,715 (+17%) from 2015

Expenses

Up

$59,764

Up $383 (+0.6%) from 2015

Net Income

Up

-$7,114

Up $7,332 (+51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2016

Assets$798,471
Liabilities$0
Net Assets$798,471
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$52,650
Expenses$59,764
Net Income-$7,114
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 16, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOUTH OTTUMWA SAVINGS BANKTrusteePT$12,666-$12,666
CHERYL JONESAgent FeePT$3,000-$3,000
RICHARD GAUMERAdvisory COM-$300-$300
DR WAYNE MONROEAdvisory COM-$300-$300
DR TED HAASAdvisory COM-$300-$300
DR JAY HEITSMANAdvisory COM-$100-$100
FR JAMES BETZENAdvisory COM-$100-$100
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
2017-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Larkin & Co Pc
Address
215 WEST FOURTH STREET, OTTUMWA, IA 52501
Preparer
Kenneth E Crosser
Phone
6416845489
Raw XML Appendix400 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/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SOUTH OTTUMWA SAVINGS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD GAUMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DR WAYNE MONROE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DR TED HAAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHERYL JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DR JAY HEITSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6FR JAMES BETZEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4AGENT FEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6ADVISORY COM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OTTUMWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OTTUMWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OTTUMWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3OTTUMWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4OTTUMWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5OTTUMWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6OTTUMWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd152501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd252501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd352501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd452501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd552501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd652501
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt041064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt041285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt039446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt043482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt032448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt045661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt058406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0792704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0806762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0802463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0875334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0864600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0884257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.259012
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt040218
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040218
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040218
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/Amt040218
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/TotalGrantOrContriPdDurYrAmt040218
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/AppliedToCurrentYearAmt0982
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt039236
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039194
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040218
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038212
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt039236
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05494
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO ACTUAL
TaxesSchedule/TaxesDetail/Amt0280
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0280
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOUTH OTTUMWA SAVINGS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06416827541
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD J AND AGNES KURTZ HOSE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01668886FD7AD920A7C08149F54E903DFCDBFAD19
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01668886FD7AD920A7C08149F54E903DFCDBFAD19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421125570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON LARKIN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 WEST FOURTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OTTUMWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052501
ReturnHeader/PreparerPersonGrp/PhoneNum06416845489
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH E CROSSER
ReturnHeader/ReturnTs02017-02-27T16:55:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$798,471
Liabilities
$0
Net assets
$798,471
Revenue
$52,650
Expenses
$59,764
Net income
-$7,114
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