Civic Intelligence

Nonken Trust

990PF • Fiscal year 2014 • EIN 45-6282302

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

212 W WillowCherokee, IA 51012

(712) 225-3000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

76th percentile

$500

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 34.9% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$55,301

Down $759 (-1.4%) from 2013

Net Assets

$55,301

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$1,431

Down $195 (-12%) from 2013

Expenses

Up

$2,108

Up $1,208 (+134%) from 2013

Net Income

Down

-$677

Down $1,403 (-193%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $56,060Liabilities 2013: $02013Assets 2014: $55,301Liabilities 2014: $0Net Assets 2014: $55,3012014Assets 2015: $54,831Liabilities 2015: $02015Assets 2017: $52,470Liabilities 2017: $0Net Assets 2017: $52,4702017Assets 2019: $49,764Liabilities 2019: $02019Assets 2020: $49,543Liabilities 2020: $0Net Assets 2020: $49,5432020Assets 2021: $50,804Liabilities 2021: $0Net Assets 2021: $50,8042021Assets 2022: $44,909Liabilities 2022: $0Net Assets 2022: $44,9092022Assets 2023: $44,634Liabilities 2023: $0Net Assets 2023: $44,6342023Assets 2024: $47,722Liabilities 2024: $0Net Assets 2024: $47,7222024

Highlighted filing

2014

Assets$55,301
Liabilities$0
Net Assets$55,301

Operations Trend

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

$5.0K$0-$5.0KRevenue 2013: $1,626Expenses 2013: $900Net Income 2013: $7262013Revenue 2014: $1,431Expenses 2014: $2,108Net Income 2014: -$6772014Revenue 2015: $1,430Expenses 2015: $1,939Net Income 2015: -$5092015Revenue 2017: $1,343Expenses 2017: $3,029Net Income 2017: -$1,6862017Revenue 2019: $1,273Expenses 2019: $3,029Net Income 2019: -$1,7562019Revenue 2020: $1,791Expenses 2020: $3,059Net Income 2020: -$1,2682020Revenue 2021: $1,279Expenses 2021: $3,090Net Income 2021: -$1,8112021Revenue 2022: $267Expenses 2022: $4,165Net Income 2022: -$3,8982022Revenue 2023: $2,206Expenses 2023: $3,311Net Income 2023: -$1,1052023Revenue 2024: $1,701Expenses 2024: $3,320Net Income 2024: -$1,6192024

Highlighted filing

2014

Revenue$1,431
Expenses$2,108
Net Income-$677
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Nonken Trust
EIN
45-6282302
Phone
7122253000
Address
212 W Willow, Cherokee, IA 51012

Signing Officer

Name
Jared Koch
Title
Trustee
Signed
2015-05-11
Discuss with paid preparer
No

Preparer

Firm
Loughlin Law Firm
Address
231 W Maple, Cherokee, IA 51012
Preparer
John M Loughlin
Phone
7122252514
Raw XML Appendix167 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
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-677
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01431
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02108
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01431
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01431
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01108
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-677
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0-82
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt055301
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt056060
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt055301
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0-29
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt029
IRS990PF/DistributableAmountGrp/TotalTaxAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt029
IRS990PF/FMVAssetsEOYAmt054130
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt056060
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt055301
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt056060
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt055301
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt054130
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt056060
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt055301
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt054130
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt056060
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt055301
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt056060
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt055301
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Cherokee State Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0212 West Willow Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cherokee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd051012
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02012
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0212 W Willow
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cherokee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051012
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Cherokee State Bank - Trust Dept attn Leon Klotz
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122253000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Trust will begin disbursing scholarships and loans to students with a stated preference for families of veterans and for residents of Cherokee County Iowa this year
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Abby Lubeck
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jennifer Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0506 Sumner Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15213 S Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cherokee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cherokee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
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/DistributableAsAdjustedAmt0-29
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0550
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-82
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Decrease in market value
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/CategoryTxt02013 Taxes
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jared Koch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Nonken Trust
ReturnHeader/Filer/BusinessNameControlTxt0NONK
ReturnHeader/Filer/EIN0456282302
ReturnHeader/Filer/PhoneNum07122253000
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 W Willow
ReturnHeader/Filer/USAddress/CityNm0Cherokee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOUGHLIN LAW FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0231 W Maple
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherokee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122252514
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John M Loughlin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-11T03:03:52-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings