Civic Intelligence

First Security Foundation

990PF • Fiscal year 2020 • EIN 45-4091974

Apr 01, 2019 to Mar 31, 2020 • Filed on Aug 14, 2020

Organization Profile
809 Clark StCharles City, IA 50616-2217

(641) 228-2343

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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$109,377

Up $10,519 (+11%) from 2019

Net Assets

Up

$109,377

Up $10,519 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin68th percentile

Revenue

Up

$60,979

Up $202 (+0.3%) from 2019

Expenses

Down

$50,460

Down $14,994 (-23%) from 2019

Net Income

Up

$10,519

Up $15,196 (+325%) from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2012: $15,020Liabilities 2012: $02012Assets 2013: $11,241Liabilities 2013: $02013Assets 2014: $71,872Liabilities 2014: $0Net Assets 2014: $71,8722014Assets 2015: $92,085Liabilities 2015: $0Net Assets 2015: $92,0852015Assets 2016: $129,380Liabilities 2016: $0Net Assets 2016: $129,3802016Assets 2017: $140,551Liabilities 2017: $0Net Assets 2017: $140,5512017Assets 2018: $103,535Liabilities 2018: $0Net Assets 2018: $103,5352018Assets 2019: $98,858Liabilities 2019: $0Net Assets 2019: $98,8582019Assets 2020: $109,377Liabilities 2020: $0Net Assets 2020: $109,3772020Assets 2021: $159,817Liabilities 2021: $0Net Assets 2021: $159,8172021Assets 2022: $329,243Liabilities 2022: $0Net Assets 2022: $329,2432022Assets 2023: $250,501Liabilities 2023: $0Net Assets 2023: $250,5012023Assets 2024: $239,747Liabilities 2024: $0Net Assets 2024: $239,7472024Assets 2025: $141,110Liabilities 2025: $0Net Assets 2025: $141,1102025

Highlighted filing

2020

Assets$109,377
Liabilities$0
Net Assets$109,377
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2012: $15,020Expenses 2012: $0Net Income 2012: $15,0202012Revenue 2013: $75,106Expenses 2013: $78,885Net Income 2013: -$3,7792013Revenue 2014: $70,092Expenses 2014: $9,461Net Income 2014: $60,6312014Revenue 2015: $70,683Expenses 2015: $50,470Net Income 2015: $20,2132015Revenue 2016: $76,245Expenses 2016: $38,950Net Income 2016: $37,2952016Revenue 2017: $51,596Expenses 2017: $40,425Net Income 2017: $11,1712017Revenue 2018: $20,442Expenses 2018: $57,458Net Income 2018: -$37,0162018Revenue 2019: $60,777Expenses 2019: $65,454Net Income 2019: -$4,6772019Revenue 2020: $60,979Expenses 2020: $50,460Net Income 2020: $10,5192020Revenue 2021: $61,175Expenses 2021: $10,735Net Income 2021: $50,4402021Revenue 2022: $220,976Expenses 2022: $51,550Net Income 2022: $169,4262022Revenue 2023: $67,025Expenses 2023: $145,767Net Income 2023: -$78,7422023Revenue 2024: $60,813Expenses 2024: $71,567Net Income 2024: -$10,7542024Revenue 2025: $15,590Expenses 2025: $114,227Net Income 2025: -$98,6372025

Highlighted filing

2020

Revenue$60,979
Expenses$50,460
Net Income$10,519
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Aug 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KURT W HERBRECHTSMEYERPresident, Director-$0--
SHERRI L WARDSecretary-$0--
E MICHAEL FARRELLTreasurer (Until 4/30/2020)-$0--
J RICHARD HERBRECHTSMEYERVice President, Director-$0--
BOYD CAMPBELLDirector-$0--
RONALD K NOAHDirector-$0--
Filing and Contact Details

Filer

Filer Name
First Security Foundation
EIN
45-4091974
Phone
6412282343
Address
809 CLARK ST, CHARLES CITY, IA 50616-2217

Signing Officer

Name
Stephen Spears
Title
Treasurer
Phone
6412282343
Signed
2020-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
400 LOCUST STREET SUITE 640, DES MOINES, IA 50309-2354
Preparer
Paul G Cain Partner
Phone
5155586600
Raw XML Appendix349 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0230
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0230
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XV, LINE 1A:
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FIRST SECURITY BANK & TRUST CO IS THE SUBSTANTIAL CONTRIBUTOR OF THE ORGANIZATION. THE MANAGERS DISCLOSED ON PART XV, LINE 1A ARE CONSIDERED SUBSTANTIAL CONTRIBUTORS BASED ON THEIR BOARD POSITION WITH FIRST SECURITY BANK & TRUST CO.
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015
IRS990PF/DistributableAmountGrp/TotalTaxAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt015
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01722
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KURT W HERBRECHTSMEYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERRI L WARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2E MICHAEL FARRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3J RICHARD HERBRECHTSMEYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BOYD CAMPBELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RONALD K NOAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER (UNTIL 4/30/2020)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2635 BRIARSTONE CT UNIT 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3812 9TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41810 150TH STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLES CITY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHARLES CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4RUDD
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN SPEARS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0809 CLARK STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLES CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050616
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06412282343
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION / CHARITABLE DONATION REQUEST FORM MAY BE OBTAINED FROM RICHARD HERBRECHTSMEYER DURING REGULAR BUSINESS HOURS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD HERBRECHTSMEYER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06412282343
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0809 CLARK STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHARLES CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050616
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE ORGANIZATIONS SERVING THE FOLLOWING IOWA COMMUNITIES ONLY: AREDALE, CHARLES CITY, DUMONT, HAMPTON, IONIA, MANLY, MARBLE ROCK, NORA SPRINGS, RICEVILLE, ROCKFORD, ROCKWELL, RUDD, THORNTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KURT W HERBRECHTSMEYER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1J RICHARD HERBRECHTSMEYER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2BOYD CAMPBELL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3RONALD K NOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTH IOWA AREA COMMUNITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CENTRAL SPRINGS COMMUNITY SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1105 S EAST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MANLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150456
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05639
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05639
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt059526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt051770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0221780
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt059526
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt051770
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033063
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050230
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044591
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0267507
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0222916
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FIRST SECURITY BANK & TRUST CO
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0809 CLARK STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLES CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd050616
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt060000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SPEARS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06412282343
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST SECURITY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STEPHEN SPEARS
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0454091974
ReturnHeader/Filer/PhoneNum06412282343
ReturnHeader/Filer/USAddress/AddressLine1Txt0809 CLARK ST
ReturnHeader/Filer/USAddress/CityNm0CHARLES CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0506162217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 LOCUST STREET SUITE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503092354
ReturnHeader/PreparerPersonGrp/PhoneNum05155586600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL G CAIN PARTNER
ReturnHeader/ReturnTs02020-08-14T11:23:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,377
Liabilities
$0
Net assets
$109,377
Revenue
$60,979
Expenses
$50,460
Net income
$10,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.16$1.14$0.99
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.61$0.72$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.67$1.46$0.79
2022Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$2.21$0.52$1.69
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.61$0.11$0.50
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.61$0.50$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.61$0.65$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.20$0.57$0.37
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.52$0.40$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.76$0.39$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.71$0.50$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.70$0.09$0.61
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.75$0.79$0.04
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.00$0.15