Civic Intelligence

Blanche Johnson Trust Midwestone Bank Trustee

990 • Fiscal year 2016 • EIN 42-6613277

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization ProfileN/A
124 South First StreetOskaloosa, IA 52577

(641) 673-8303

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-33%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$32,939

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.4%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,429,458

Down $61,002 (-2.4%) from 2015

Net Assets

Down

$2,428,209

Down $61,004 (-2.5%) from 2015

Liabilities

Up

$1,249

Up $2 (+0.2%) from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin10th percentile

Revenue

Down

$185,418

Down $44,242 (-19%) from 2015

Expenses

Down

$246,422

Down $1,281 (-0.5%) from 2015

Net Income

Down

-$61,004

Down $42,961 (-238%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,445,747Liabilities 2010: $0Net Assets 2010: $2,445,7472010Assets 2012: $2,472,061Liabilities 2012: $0Net Assets 2012: $2,472,0612012Assets 2013: $2,465,696Liabilities 2013: $0Net Assets 2013: $2,465,6962013Assets 2014: $2,509,006Liabilities 2014: $1,750Net Assets 2014: $2,507,2562014Assets 2015: $2,490,460Liabilities 2015: $1,247Net Assets 2015: $2,489,2132015Assets 2016: $2,429,458Liabilities 2016: $1,249Net Assets 2016: $2,428,2092016Assets 2017: $2,418,071Liabilities 2017: $1,250Net Assets 2017: $2,416,8212017Assets 2018: $2,407,190Liabilities 2018: $1,250Net Assets 2018: $2,405,9402018Assets 2019: $2,431,632Liabilities 2019: $1,251Net Assets 2019: $2,430,3812019Assets 2020: $2,378,185Liabilities 2020: $1,252Net Assets 2020: $2,376,9332020Assets 2021: $2,356,095Liabilities 2021: $1,252Net Assets 2021: $2,354,8432021Assets 2022: $2,319,618Liabilities 2022: $1,251Net Assets 2022: $2,318,3672022Assets 2023: $2,287,471Liabilities 2023: $1,252Net Assets 2023: $2,286,2192023Assets 2024: $2,262,475Liabilities 2024: $1,253Net Assets 2024: $2,261,2222024

Highlighted filing

2016

Assets$2,429,458
Liabilities$1,249
Net Assets$2,428,209
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $231,1722010Revenue 2012: $205,233Expenses 2012: $181,642Net Income 2012: $23,5912012Revenue 2013: $210,650Expenses 2013: $217,015Net Income 2013: -$6,3652013Revenue 2014: $260,386Expenses 2014: $217,226Net Income 2014: $43,1602014Revenue 2015: $229,660Expenses 2015: $247,703Net Income 2015: -$18,0432015Revenue 2016: $185,418Expenses 2016: $246,422Net Income 2016: -$61,0042016Revenue 2017: $228,355Expenses 2017: $239,743Net Income 2017: -$11,3882017Revenue 2018: $206,512Expenses 2018: $217,393Net Income 2018: -$10,8812018Revenue 2019: $255,101Expenses 2019: $230,660Net Income 2019: $24,4412019Revenue 2020: $212,156Expenses 2020: $265,604Net Income 2020: -$53,4482020Revenue 2021: $232,977Expenses 2021: $255,067Net Income 2021: -$22,0902021Revenue 2022: $197,049Expenses 2022: $233,525Net Income 2022: -$36,4762022Revenue 2023: $220,709Expenses 2023: $252,857Net Income 2023: -$32,1482023Revenue 2024: $256,597Expenses 2024: $281,594Net Income 2024: -$24,9972024

Highlighted filing

2016

Revenue$185,418
Expenses$246,422
Net Income-$61,004
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$374,582
Mission and Program Overview

Mission

Support william penn university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,489,213$2,428,209▼ $61,004
Land, Buildings, and Equipment, Net$1,427,983$1,398,686▼ $29,297
Investments in Publicly Traded Securities$806,595$791,512▼ $15,083
Savings and Temporary Cash Investments$255,882$239,260▼ $16,622
Total Assets$2,490,460$2,429,458▼ $61,002
Liabilities
Accounts Payable and Accrued Expenses$1,247$1,249▲ $2
Total Liabilities$1,247$1,249▲ $2
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,489,213$2,428,209▼ $61,004
Total Liabilities and Net Assets / Fund Balance$2,490,460$2,429,458▼ $61,002

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,290,418-$1,290,418
Buildings$91,230$117,459$208,689
Leasehold Improvements$17,038$48,549$65,587
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$32,939$32,939
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-651
Other Revenue
$186,069
Change in Net Assets
$-61,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$210,441
Salaries, Compensation, and Employee Benefits$32,939
Other Expenses$3,042
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$210,441--$210,441
Current Officers, Directors, Trustees, and Key Employees-$32,939-$32,939
Fees for Services Legal-$1,542-$1,542
Fees for Services Accounting-$1,500-$1,500
Total Functional Expenses$210,441$35,981$0$246,422
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
William Penn UniversityOskaloosa, IA501c3Annual Distribution$210,441
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Draft of from 990 is reviewed by tom nelson, vice president of trust services for midwestone bank, the institutional trustee. A copy of form 990 will also be provided to the beneficiary this organization supports.”

Form 990, Page 6, Part VI, Line 12C

“Midwestone bank, the institutional trustee, has a conflict of interest policy in place for all entities they manage. All conflicts are monitored through their policies and procedures.”

Form 990, Page 6, Part VI, Line 15A

“Fees for the institutional trustee are computed per fixed schedule applied to all entities they manage. These fees are also approved by the iowa district court and the supported organizations before payment.”

Form 990, Page 6, Part VI, Line 19

“The institutional trustees policies and procedures would be available upon request. The governing documents are filed with the iowa district court on an annual basis. These are public records.”

Filing and Contact Details

Filer

Filer Name
Blanche Johnson Trust
EIN
42-6613277
Phone
6416738303
Address
124 SOUTH FIRST STREET, OSKALOOSA, IA 52577

Signing Officer

Name
Midwestone Bank
Title
Trustee
Phone
6416738303
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Td&t Cpas and Advisors Pc
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Darcee M Ayers CPA
Phone
6416722523
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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORTED ORGANIZATION IS PROVIDED QUARTERLY FINANCIAL STATEMENTS FOLLOWED BY PERIODIC COMMUNICATION REGARDING TRUST ACTIVITY. ANNUALLY THE SUPPORTED ORGANIZAITON MEETS WITH THE TRUSTEE OF THE SUPPORTING ORGANIZATION TO REVIEW FARM MARKET TRENDS AND HOW THEY ARE IMPACTING RENTAL INCOME RATES. RENTAL INCOME IS THE MAJORITY OF THE INCOME GENERATED BY THE SUPPORTING ORGANIZATION. THE SUPPORTED ORGANIZATION'S AUDITORS ALSO CONTACT THE SUPPORTING ORGANIZATION TO TEST INVESTMENTS AND CONTROLS EXISTING BETWEEN THE TWO ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION'S BOARD HAS THE POWER TO INFLUENCE INVESTMENT MIX INCLUDING THE INVESTMENT PORTFOLIO WHICH IS CURRENTLY 80% FIXED INCOME AND 20% EQUITY PER THE 2016 REPORT PROVIDED TO THE SUPPORTED ORGANIZATION. RENTAL REAL ESTATE LEASES ARE ALSO PROVIDED AND APPROVED BY THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION RELYS ON THE DISTRIBUTIONS FROM THE TRUST TO FUND SCHOLARSHIPS WHICH ARE SPECIFICALLY PROVIDED FOR IN THE SUPPORTING ORGANIZATION'S BUDGET.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE OTHER NON-EXEMPT USE ASSETS IS FARMLAND. PER THE TERMS OF THE TRUST AGREEMENT, THE FARMLAND MAY NOT EVER BE SOLD. CONSEQUENTLY, AN APPRAISAL OF THE FARMLAND BASED ON COMPRABLE SALES SEEMS OVERSTATED. MARKET VALUE HAS BEEN CALCULATED BASED ON PRESENT VALUE OF NET CASH FLOW FROM THE FARMING ACTIVITY. THE CALCULATION RESULTED IN A 2016 DISCOUNT OF 1,567,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3DISTRIBUTIONS TO COLLEGE NAMED IN THE ORGANIZATIONAL DOCUMENTS WHO RELY ON THE CONTRIBUTION TO FUND THEIR SCHOLARSHIP PROGRAM. THE SCHOLARSHIP AND ESTIMATED REVENUES ARE INCLUDED IN THE COLLEGE ANNUAL BUDGET.
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0828085
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt083614
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt01531670
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt04500000
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05490683
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0192174
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0192174
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0210441
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0210441
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IRS990ScheduleD/BuildingsGrp/BookValueAmt091230
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0117459
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0208689
IRS990ScheduleD/LandGrp/BookValueAmt01290418
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01290418
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt017038
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt048549
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt065587
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01398686
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IRS990ScheduleI/RecipientTable/CashGrantAmt0210441
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ANNUAL DISTRIBUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILLIAM PENN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0420707120
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0NORTH MARKET TRUEBLOOD AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OSKALOOSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052577
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUST DOCUMENT REQUIRES NET INCOME BE DISTRIBUTED TO THIS CHARITY FOR SCHOLARSHIP OR OTHER PURPOSES. TRUSTEE DOES MEET WITH CHARITY PERIODICALLY TO REVIEW THE TRUST ADMINISTRATION WITH THE SUPPORTED ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FROM 990 IS REVIEWED BY TOM NELSON, VICE PRESIDENT OF TRUST SERVICES FOR MIDWESTONE BANK, THE INSTITUTIONAL TRUSTEE. A COPY OF FORM 990 WILL ALSO BE PROVIDED TO THE BENEFICIARY THIS ORGANIZATION SUPPORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MIDWESTONE BANK, THE INSTITUTIONAL TRUSTEE, HAS A CONFLICT OF INTEREST POLICY IN PLACE FOR ALL ENTITIES THEY MANAGE. ALL CONFLICTS ARE MONITORED THROUGH THEIR POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEES FOR THE INSTITUTIONAL TRUSTEE ARE COMPUTED PER FIXED SCHEDULE APPLIED TO ALL ENTITIES THEY MANAGE. THESE FEES ARE ALSO APPROVED BY THE IOWA DISTRICT COURT AND THE SUPPORTED ORGANIZATIONS BEFORE PAYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INSTITUTIONAL TRUSTEES POLICIES AND PROCEDURES WOULD BE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE FILED WITH THE IOWA DISTRICT COURT ON AN ANNUAL BASIS. THESE ARE PUBLIC RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COLLEGE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0NORTH MARKET TRUEBLOOD AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OSKALOOSA
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0210441
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WILLIAM PENN UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02429458
IRS990/TotalAssetsGrp/BOYAmt02490460
IRS990/TotalAssetsGrp/EOYAmt02429458
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035981
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0210441
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246422
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01247
IRS990/TotalLiabilitiesEOYAmt01249
IRS990/TotalLiabilitiesGrp/BOYAmt01247
IRS990/TotalLiabilitiesGrp/EOYAmt01249
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02489213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02428209
IRS990/TotalProgramServiceExpensesAmt0210441
IRS990/TotalReportableCompFromOrgAmt032939
IRS990/TotalRevenueGrp/ExclusionAmt0185418
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0185418
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02429458
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0124 SOUTH FIRST STREET
IRS990/USAddress/CityNm0OSKALOOSA
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IRS990/USAddress/ZIPCd052577
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06416738303
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLANCHE JOHNSON TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MIDWESTONE BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0BLAN
ReturnHeader/Filer/EIN0426613277
ReturnHeader/Filer/PhoneNum06416738303
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 SOUTH FIRST STREET
ReturnHeader/Filer/USAddress/CityNm0OSKALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052577
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F8E8C302B45B67843F13B8EA9C208F1DCF85C19A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF4821F9D76A72C859D343DB89F1B8E206218165
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TD&T CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 HIGH AVE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSKALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0525772823
ReturnHeader/PreparerPersonGrp/PhoneNum06416722523
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCEE M AYERS CPA
ReturnHeader/ReturnTs02017-05-11T16:58:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,429,458
Liabilities
$1,249
Net assets
$2,428,209
Revenue
$185,418
Expenses
$246,422
Net income
-$61,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.26$0.28$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.22$0.25$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.20$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.35$0.23$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.21$0.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.26$0.23$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.21$0.22$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.23$0.24$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.19$0.25$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.23$0.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.26$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.21$0.22$0.01
2012Summary only. Only limited summary data is available for this year.$2.47$0.00$2.47$0.21$0.18$0.02
2010Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.23