Civic Intelligence

Jonan Haskell Scholarship Trust

990PF • Fiscal year 2018 • EIN 42-6612322

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profile
PO Box 928Burlington, IA 52601

(319) 753-2000

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

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

79th percentile

$1,839

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

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

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

94th percentile

136%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$153,930

Up $14,006 (+10%) from 2017

Net Assets

Up

$153,930

Up $14,006 (+10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$22,413

Up $12,898 (+136%) from 2017

Expenses

Up

$8,407

Up $430 (+5.4%) from 2017

Net Income

Up

$14,006

Up $12,468 (+811%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$200K$150K$100K$50K$0Assets 2011: $137,962Liabilities 2011: $02011Assets 2012: $138,176Liabilities 2012: $12012Assets 2013: $136,513Liabilities 2013: $02013Assets 2014: $137,796Liabilities 2014: $0Net Assets 2014: $137,7962014Assets 2015: $140,071Liabilities 2015: $0Net Assets 2015: $140,0712015Assets 2016: $138,386Liabilities 2016: $0Net Assets 2016: $138,3862016Assets 2017: $139,924Liabilities 2017: $0Net Assets 2017: $139,9242017Assets 2018: $153,930Liabilities 2018: $0Net Assets 2018: $153,9302018Assets 2019: $163,335Liabilities 2019: $0Net Assets 2019: $163,3352019Assets 2020: $147,904Liabilities 2020: $0Net Assets 2020: $147,9042020Assets 2021: $159,646Liabilities 2021: $0Net Assets 2021: $159,6462021Assets 2022: $163,357Liabilities 2022: $0Net Assets 2022: $163,3572022Assets 2023: $157,905Liabilities 2023: $0Net Assets 2023: $157,9052023Assets 2024: $162,744Liabilities 2024: $0Net Assets 2024: $162,7442024

Highlighted filing

2018

Assets$153,930
Liabilities$0
Net Assets$153,930
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $11,933Expenses 2011: $10,388Net Income 2011: $1,5452011Revenue 2012: $5,004Expenses 2012: $4,790Net Income 2012: $2142012Revenue 2013: $8,898Expenses 2013: $10,561Net Income 2013: -$1,6632013Revenue 2014: $10,273Expenses 2014: $8,990Net Income 2014: $1,2832014Revenue 2015: $10,054Expenses 2015: $7,779Net Income 2015: $2,2752015Revenue 2016: $10,148Expenses 2016: $11,746Net Income 2016: -$1,5982016Revenue 2017: $9,515Expenses 2017: $7,977Net Income 2017: $1,5382017Revenue 2018: $22,413Expenses 2018: $8,407Net Income 2018: $14,0062018Revenue 2019: $14,772Expenses 2019: $5,367Net Income 2019: $9,4052019Revenue 2020: -$2,301Expenses 2020: $13,130Net Income 2020: -$15,4312020Revenue 2021: $24,218Expenses 2021: $12,476Net Income 2021: $11,7422021Revenue 2022: $10,010Expenses 2022: $6,299Net Income 2022: $3,7112022Revenue 2023: $4,155Expenses 2023: $9,607Net Income 2023: -$5,4522023Revenue 2024: $13,237Expenses 2024: $8,398Net Income 2024: $4,8392024

Highlighted filing

2018

Revenue$22,413
Expenses$8,407
Net Income$14,006
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,839-$1,839
Filing and Contact Details

Filer

Filer Name
Jonan Haskell Scholarship Trust
EIN
42-6612322
Address
PO BOX 928, BURLINGTON, IA 52601

Signing Officer

Name
Farmers Merchants Bank Trust
Title
Trustee
Signed
2019-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Menke & Company
Address
320 N 3RD ST STE 300, BURLINGTON, IA 52601-5313
Preparer
Jay W Henrich
Phone
3197532000
Raw XML Appendix330 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE TRUSTEE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BURLINGTON HIGH SCHOOL GUIDANCE OFF
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03197536634
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0421 TERRACE DR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd052601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0BURLINGTON COMMUNITY HIGH SCHOOL STUDENT THAT PLANS TO ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0FEBRUARY 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RYAN Z KENDALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1COURTNEY N BRINKLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2DANIEL TOPPING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3JOSHUA GULICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02606 SUNNYSIDE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12608 LAVENDER LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22516 312TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32824 HERBLO DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DANVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352601
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05850
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/AppliedToCurrentYearAmt02136
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04908
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07644
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07044
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05508
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04908
TaxesSchedule/TaxesDetail/Amt0168
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FARMERS MERCHANTS BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JONAN HASKELL SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0426612322
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 928
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D327B347F721306D1FDFDB91F6AB18272CCC797E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId063D1643284E2478D20317D5837570732B36607A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.119.236.34
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:00:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENKE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 N 3RD ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0526015313
ReturnHeader/PreparerPersonGrp/PhoneNum03197532000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02019-05-14T15:00:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$153,930
Liabilities
$0
Net assets
$153,930
Revenue
$22,413
Expenses
$8,407
Net income
$14,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.13$0.08$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.04$0.10$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.10$0.06$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.24$0.12$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.02$0.13$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.15$0.05$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.22$0.08$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.10$0.08$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.10$0.12$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$0.09$0.11$0.02
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.05$0.05$0.00
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.12$0.10$0.02