Civic Intelligence

First Security Foundation

990PF • Fiscal year 2021 • EIN 45-4091974

Apr 01, 2020 to Mar 31, 2021 • Filed on Aug 05, 2021

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.

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

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

47th percentile

0.3%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$159,817

Up $50,440 (+46%) from 2020

Net Assets

Up

$159,817

Up $50,440 (+46%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$61,175

Up $196 (+0.3%) from 2020

Expenses

Down

$10,735

Down $39,725 (-79%) from 2020

Net Income

Up

$50,440

Up $39,921 (+380%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$159,817
Liabilities$0
Net Assets$159,817

Operations Trend

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

2021

Revenue$61,175
Expenses$10,735
Net Income$50,440
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Aug 5, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KURT W HERBRECHTSMEYERPresident, Director-$0--
SHERRI L WARDSecretary (Until 6/30/2020)-$0--
E MICHAEL FARRELLTreasurer (Until 4/30/2020)-$0--
J RICHARD HERBRECHTSMEYERVice President, Director, Secretary-$0--
BOYD CAMPBELLDirector-$0--
RONALD K NOAHDirector-$0--
STEPHEN SPEARSTreasurer-$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
Kurt W Herbrechtsmeyer
Title
President
Phone
6412282343
Signed
2021-08-05
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 Appendix335 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0735
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0368
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0367
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.
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01175
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06817
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06828
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/DistributableAmountGrp/TotalTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0159817
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0138632
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02079
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0138632
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
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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/PersonNm6STEPHEN SPEARS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY (UNTIL 6/30/2020)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER (UNTIL 4/30/2020)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT, DIRECTOR, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02939 WEDGEWOOD ESTATES PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1606 N BLUFF STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2635 BRIARSTONE CT UNIT 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3812 9TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41810 150TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5401 KELLY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6635 BRIARSTONE CT UNIT 2
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MASON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHARLES CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4RUDD
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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/IndividualWithBooksNm0SARAH MURRAY
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/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN PASSENGER TRAIN HISTORY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 683
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLES CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050616
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt06817
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt059526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt051770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0192268
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03551
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt059526
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt051770
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032830
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010368
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03551
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0225331
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0221780
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT W HERBRECHTSMEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06412282343
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST SECURITY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KURT W HERBRECHTSMEYER
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/PreparationDt02021-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL G CAIN PARTNER
ReturnHeader/ReturnTs02021-08-09T09:27:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KURT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERBRECHTSMEYER
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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