Civic Intelligence

Ortner Scholarship Foundation

990EZ • Fiscal year 2015 • EIN 47-0919066

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 29, 2016

Organization ProfileN/A
321 MainCharter Oak, IA 51439

(712) 678-3325

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

36th percentile

-4.9%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-68%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$487,288

Down $25,058 (-4.9%) from 2014

Net Assets

Down

$487,288

Down $25,058 (-4.9%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$50,234

Down $107,762 (-68%) from 2014

Expenses

Up

$28,552

Up $8,683 (+44%) from 2014

Net Income

Down

$21,682

Down $116,445 (-84%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $317,560Liabilities 2011: $0Net Assets 2011: $317,5602011Assets 2012: $343,263Liabilities 2012: $0Net Assets 2012: $343,2632012Assets 2014: $512,346Liabilities 2014: $0Net Assets 2014: $512,3462014Assets 2015: $487,288Net Assets 2015: $487,2882015Assets 2016: $511,586Liabilities 2016: $0Net Assets 2016: $511,5862016Assets 2017: $550,665Liabilities 2017: $0Net Assets 2017: $550,6652017Assets 2018: $552,839Liabilities 2018: $0Net Assets 2018: $552,8392018Assets 2019: $564,616Liabilities 2019: $0Net Assets 2019: $564,6162019Assets 2020: $577,324Liabilities 2020: $0Net Assets 2020: $577,3242020Assets 2021: $602,742Liabilities 2021: $0Net Assets 2021: $602,7422021Assets 2022: $639,001Liabilities 2022: $0Net Assets 2022: $639,0012022Assets 2023: $690,943Liabilities 2023: $0Net Assets 2023: $690,9432023Assets 2024: $721,856Liabilities 2024: $0Net Assets 2024: $721,8562024

Highlighted filing

2015

Assets$487,288
Liabilities-
Net Assets$487,288
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$150K$100K$50K$0Revenue 2011: $135,354Expenses 2011: $13,572Net Income 2011: $121,7822011Revenue 2012: $39,557Expenses 2012: $14,000Net Income 2012: $25,5572012Revenue 2014: $157,996Expenses 2014: $19,869Net Income 2014: $138,1272014Revenue 2015: $50,234Expenses 2015: $28,552Net Income 2015: $21,6822015Revenue 2016: $35,393Expenses 2016: $30,383Net Income 2016: $5,0102016Revenue 2017: $52,887Expenses 2017: $26,895Net Income 2017: $25,9922017Revenue 2018: $31,726Expenses 2018: $29,552Net Income 2018: $2,1742018Revenue 2019: $41,047Expenses 2019: $29,270Net Income 2019: $11,7772019Revenue 2020: $13,573Expenses 2020: $865Net Income 2020: $12,7082020Revenue 2021: $54,848Expenses 2021: $29,430Net Income 2021: $25,4182021Revenue 2022: $60,539Expenses 2022: $24,280Net Income 2022: $36,2592022Revenue 2023: $77,717Expenses 2023: $25,775Net Income 2023: $51,9422023Revenue 2024: $55,223Expenses 2024: $24,310Net Income 2024: $30,9132024

Highlighted filing

2015

Revenue$50,234
Expenses$28,552
Net Income$21,682
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 29, 2016
Return Version
2015v2.0
Gross Receipts
$73,461
Mission and Program Overview

Mission

To provide college scholarships to high school graduates of the charter oak-ute and maple valley-anthon oto school districts.

To provide college scholarships to high school graduates of Charter Oak-Ute School District.

Program Services

DescriptionGrantsExpenses
Provided scholarships in the current year totaling $20,000.00$20,000$20,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leann ThiesTrustee-$0--
Adam EggelingTrustee-$0--
Rollie WiebersTstee/President-$0--
David SeieroeTrustee-$0--
Amy MeseckTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$48,120$36,592$14,006$22,586
Total Events$48,120$36,592$23,227$13,365
Filing and Contact Details

Filer

Filer Name
Ortner Scholarship Foundation
EIN
47-0919066
Phone
7126783325
Address
321 Main, Charter Oak, IA 51439

Signing Officer

Name
Rollie Wiebers
Title
President
Signed
2016-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Vriezelaar Tigges Edgington
Address
613 PIERCE ST, SIOUX CITY, IA 51101-1205
Preparer
Ray H Edgington
Phone
7122523226
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: 14 High School Students | Cash Amount Given: $20000”

Other Expenses.1002

“Office Expenses $31”

Other Expenses.1

“Donor Memorial $25”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Rollie Wiebers
IRS990EZ/BooksInCareOfDetail/PhoneNum07126783325
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0321 Main
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charter Oak
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd051439
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0512346
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0487288
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021919
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021682
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08496
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0512346
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0487288
IRS990EZ/FundraisingGrossIncomeAmt036592
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt073461
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt014950
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0512346
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0487288
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0512346
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0487288
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leann Thies
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Adam Eggeling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rollie Wiebers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Seieroe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amy Meseck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Tstee/President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-46740
IRS990EZ/OtherExpensesTotalAmt056
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide college scholarships to high school graduates of Charter Oak-Ute School District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided scholarships in the current year totaling $20,000.00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023227
IRS990EZ/SpecialEventsNetIncomeLossAmt013365
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028552
IRS990EZ/TotalProgramServiceExpensesAmt020000
IRS990EZ/TotalRevenueAmt050234
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069976
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014951
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016977
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0390
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057926
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54710
IRS990ScheduleA/PublicSupportPY170Pct00.79830
IRS990ScheduleA/PublicSupportTotal170Amt069976
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011612
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069976
IRS990ScheduleA/TotalSupportAmt0127902
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011528
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011528
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023227
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03462
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03462
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036592
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013365
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0720
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0720
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014006
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014006
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05039
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: 14 High School Students | Cash Amount Given: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Donor Memorial $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rollie Wiebers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ortner Scholarship Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ORTN
ReturnHeader/Filer/EIN0470919066
ReturnHeader/Filer/PhoneNum07126783325
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 Main
ReturnHeader/Filer/USAddress/CityNm0Charter Oak
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051439
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VRIEZELAAR TIGGES EDGINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0613 PIERCE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIOUX CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0511011205
ReturnHeader/PreparerPersonGrp/PhoneNum07122523226
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ray H Edgington
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-29T12:44:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$487,288
Liabilities
-
Net assets
$487,288
Revenue
$50,234
Expenses
$28,552
Net income
$21,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.00$7.22$0.55$0.24$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.91$0.00$6.91$0.78$0.26$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$0.61$0.24$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$0.00$6.03$0.55$0.29$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.00$5.77$0.14$0.01$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.41$0.29$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.00$5.53$0.32$0.30$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.53$0.27$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.00$5.12$0.35$0.30$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.87$4.87$0.50$0.29$0.22
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.00$5.12$1.58$0.20$1.38
2012Summary only. Only limited summary data is available for this year.$3.43$0.00$3.43$0.40$0.14$0.26
2011Summary only. Only limited summary data is available for this year.$3.18$0.00$3.18$1.35$0.14$1.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits