Civic Intelligence

Jonan Haskell Scholarship Trust

990PF • Fiscal year 2019 • EIN 42-6612322

Jan 01, 2019 to Dec 31, 2019 • Filed on May 05, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$1,893

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

6.1%

Faster asset growth than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-34%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$163,335

Up $9,405 (+6.1%) from 2018

Net Assets

Up

$163,335

Up $9,405 (+6.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Down

$14,772

Down $7,641 (-34%) from 2018

Expenses

Down

$5,367

Down $3,040 (-36%) from 2018

Net Income

Down

$9,405

Down $4,601 (-33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2019

Assets$163,335
Liabilities$0
Net Assets$163,335
Open 2019 Filing

Operations Trend

Revenue Growth16th 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

2019

Revenue$14,772
Expenses$5,367
Net Income$9,405
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,893-$1,893
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
2020-05-05
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 Appendix353 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0275
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt013664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt119480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt311834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt67397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt710185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt88796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt913950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1021912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt116790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1215277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DEVELOPED INT EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GS-LARGE CAP GROWTH INSIGHTSFUND-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MASS INV TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OPPENHEIMER INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PRINCIPAL EQUITY INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5COLUMBIA MID CAP INDEV FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WRIGHT SELECT BLUE CHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FUNDAMENTAL INVESTORS CLASS F-1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PARAMETRIC EQUITY FD-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JANUS ENTERPRISE FUND-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10MFS MID CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11JP MORGAN S/C VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FULLER & THALER BEHAVIORAL SML
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ALGER SMALL CAP FOCUS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FRANKLIN SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PIMCO COMMODITIESPLUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16NEUBERGER BERMAN EMERG MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17COLUMBIA MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18AMERICAN FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19DAVIS REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FIDELITY ADVISOR GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21AMERICAN FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt312158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt66849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt710511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt89339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt913402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1023590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt117306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1217504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt137180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03553
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011219
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt014772
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014772
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03553
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011219
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0946
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0947
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01893
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03553
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03553
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03553
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09405
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt074833
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011219
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013550
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01222
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt014772
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01221
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01222
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt022734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt140880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt149279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NET STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NET LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011219
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09405
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0163335
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0153930
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0163335
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07830
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07830
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07830
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08101
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0271
IRS990PF/DistributableAmountGrp/TotalTaxAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0271
IRS990PF/FMVAssetsEOYAmt0175571
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0136217
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0136217
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010016
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010986
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010987
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0143914
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0152349
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0164584
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt017713
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt027118
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0153930
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0163335
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0175571
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0153930
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0163335
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0153930
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0163335
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0164477
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08157
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0156320
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02467
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08101
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0162010
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0164477
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0FARMERS & MERCHANTS BANK & TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01893
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt08161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt07044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.072252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0162010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0161360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0155871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0145186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0154135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0157874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251859
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03721
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03721
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03721
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02018
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 928
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BURLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FARMERS & MERCHANTS TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum03197542250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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/GrantOrContriApprvForFutGrp/Amt01250
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt11250
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0ALIVIA FAWCETT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm1MOLLY BLANCO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0937 GRATTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1721 N GARFIELD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd052601
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd152601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ALIVIA FAWCETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MOLLY BLANCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0937 GRATTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1721 N GARFIELD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152601
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt02500
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
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/AppliedToYear1Amt03721
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07830
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03721
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01787
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07830
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05508
TaxesSchedule/TaxesDetail/Amt0424
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FARMERS MERCHANTS BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
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/AtSubmissionCreationDeviceId06F24FF0E4068E184B7DE8E6C19CCC575894D1C7C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C1252AC8687DB448A19F4A4F7A5D5DED027DD87E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.119.236.34
ReturnHeader/FilingSecurityInformation/IPDt02020-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:45:22
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/PreparationDt02020-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02020-05-14T11:45:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,335
Liabilities
$0
Net assets
$163,335
Revenue
$14,772
Expenses
$5,367
Net income
$9,405
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
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.15$0.05$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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