Civic Intelligence

Ed & Jane Monaghan Charitable Trust Agency 1035000390

990PF • Fiscal year 2021 • EIN 42-6621347

Jan 01, 2021 to Dec 31, 2021 • Filed on May 01, 2022

Organization Profile
895 Main StDubuque, IA 52001

(563) 585-9400

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-141%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-76%

Faster asset growth than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-21%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$639

Down $2,079 (-76%) from 2020

Net Assets

Down

$639

Down $2,079 (-76%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$1,475

Down $393 (-21%) from 2020

Expenses

Up

$3,554

Up $154 (+4.5%) from 2020

Net Income

Down

-$2,079

Down $547 (-36%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$15K$10K$5.0K$0Assets 2011: $11,632Liabilities 2011: $02011Assets 2012: $10,830Liabilities 2012: $02012Assets 2013: $11,171Liabilities 2013: $02013Assets 2014: $10,183Liabilities 2014: $02014Assets 2015: $10,590Liabilities 2015: $02015Assets 2019: $4,225Liabilities 2019: $02019Assets 2020: $2,718Liabilities 2020: $0Net Assets 2020: $2,7182020Assets 2021: $639Liabilities 2021: $0Net Assets 2021: $6392021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$639
Liabilities$0
Net Assets$639
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $11,137Expenses 2011: $7,695Net Income 2011: $3,4422011Revenue 2012: $10,453Expenses 2012: $11,254Net Income 2012: -$8012012Revenue 2013: $37,684Expenses 2013: $16,509Net Income 2013: $21,1752013Revenue 2014: $9,957Expenses 2014: $11,517Net Income 2014: -$1,5602014Revenue 2015: $8,632Expenses 2015: $8,830Net Income 2015: -$1982015Revenue 2019: $1,142Expenses 2019: $2,000Net Income 2019: -$8582019Revenue 2020: $1,868Expenses 2020: $3,400Net Income 2020: -$1,5322020Revenue 2021: $1,475Expenses 2021: $3,554Net Income 2021: -$2,0792021Revenue 2022: $50Expenses 2022: $2,199Net Income 2022: -$2,1492022

Highlighted filing

2021

Revenue$1,475
Expenses$3,554
Net Income-$2,079
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD J MONAGHANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ed & Jane Monaghan Charitable Trust Agency 1035000390
EIN
42-6621347
In Care Of
% MIDWESTONE
Phone
5635859400
Address
895 MAIN ST, DUBUQUE, IA 52001

Signing Officer

Name
Edward J Monaghan
Title
Trustee
Phone
5635859400
Signed
2022-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Locher & Davis Plc
Address
225 FIRST AVENUE EAST, DYERSVILLE, IA 52040
Preparer
George Davis
Phone
5638759112
Raw XML Appendix227 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/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028
IRS990PF/FMVAssetsEOYAmt03049
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02718
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0639
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03129
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06246
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0394
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05852
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt094
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0308
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06152
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD J MONAGHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019036 E TONTO VERDE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 938
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DUBUQUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052004
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MIDWESTONE BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05635859400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NON PROFIT MEDICAL
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03500
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/AppliedToCurrentYearAmt0287
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07247
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07247
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039957
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03213
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03103
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09486
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024155
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043991
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/Amt128
TaxesSchedule/TaxesDetail/CategoryTxt02020 990PF TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt12021 990F ESTIMATES MADE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD J MONAGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05635859400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ED & JANE MONAGHAN CHARITABLE TRUST AGENCY 1035000390
ReturnHeader/Filer/BusinessNameControlTxt0MONA
ReturnHeader/Filer/EIN0426621347
ReturnHeader/Filer/InCareOfNm0% MIDWESTONE
ReturnHeader/Filer/PhoneNum05635859400
ReturnHeader/Filer/USAddress/AddressLine1Txt0895 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0DUBUQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461709617
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOCHER & DAVIS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 FIRST AVENUE EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DYERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052040
ReturnHeader/PreparerPersonGrp/PhoneNum05638759112
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George Davis
ReturnHeader/ReturnTs02022-05-11T08:02:33-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONAGHAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$639
Liabilities
$0
Net assets
$639
Revenue
$1,475
Expenses
$3,554
Net income
-$2,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$2.20$2.15
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.48$3.55$2.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$1.87$3.40$1.53
2019Summary only. Only limited summary data is available for this year.$4.23$0.00$1.14$2.00$0.86
2015Summary only. Only limited summary data is available for this year.$10.6$0.00$8.63$8.83$0.20
2014Summary only. Only limited summary data is available for this year.$10.2$0.00$9.96$11.5$1.56
2013Summary only. Only limited summary data is available for this year.$11.2$0.00$37.7$16.5$21.2
2012Summary only. Only limited summary data is available for this year.$10.8$0.00$10.5$11.3$0.80
2011Summary only. Only limited summary data is available for this year.$11.6$0.00$11.1$7.70$3.44