Civic Intelligence

Ortner Scholarship Foundation

990 • Fiscal year 2016 • EIN 47-0919066

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

59th percentile

5.0%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$511,586

Up $24,298 (+5.0%) from 2015

Net Assets

Up

$511,586

Up $24,298 (+5.0%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin72nd percentile

Revenue

Down

$35,393

Down $14,841 (-30%) from 2015

Expenses

Up

$30,383

Up $1,831 (+6.4%) from 2015

Net Income

Down

$5,010

Down $16,672 (-77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2016

Assets$511,586
Liabilities$0
Net Assets$511,586
Open 2016 Filing

Operations Trend

Revenue Growth12th 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

2016

Revenue$35,393
Expenses$30,383
Net Income$5,010
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$58,350
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$449,237$480,176▲ $30,939
Savings and Temporary Cash Investments$38,051$31,410▼ $6,641
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$487,288$511,586▲ $24,298
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$487,288$511,586▲ $24,298
Total Net Assets Fund Balance$487,288$511,586▲ $24,298
Total Liabilities and Net Assets / Fund Balance$487,288$511,586▲ $24,298
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Rollie WiebersTstee/President
Adam EggelingTrustee
Amy MeseckTrustee
David SeieroeTrustee
Leann ThiesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$13,447
Program Service Revenue
$0
Investment Income
$14,192
Other Revenue
$7,754
All Other Contributions
$5,327
Change in Net Assets
$5,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,250
Other Expenses$6,133
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$24,250--$24,250
Fees for Service Investment Mgmnt Fees-$2,738-$2,738
Fees for Services Legal-$2,295-$2,295
Other Expenses-$1,096-$1,096
Fees for Services Other-$4-$4
Total Functional Expenses$24,250$6,133$0$30,383
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,711
Fundraising Direct Expenses$22,957
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$38,831$30,711$18,120$12,591
Total Events$38,831$30,711$22,957$7,754
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“Organization has no committees.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Copy of proposed Form 990 was provided to all trustees and reviewed with them by counsel prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All documents have been made available for inspection upon request.”

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
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rollie Wiebers
Formed
2003
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
25

Preparer

Firm
Vriezelaar Tigges Edgington
Address
613 PIERCE ST, SIOUX CITY, IA 51101-1205
Preparer
Ray H Edgington
Phone
7122523226
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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030711
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030711
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07754
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01386
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01386
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018120
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018120
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Funds are distributed jointly to student and college attended.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization has no committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copy of proposed Form 990 was provided to all trustees and reviewed with them by counsel prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All documents have been made available for inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0487288
IRS990/TotalAssetsEOYAmt0511586
IRS990/TotalAssetsGrp/BOYAmt0487288
IRS990/TotalAssetsGrp/EOYAmt0511586
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt013447
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06133
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024250
IRS990/TotalFunctionalExpensesGrp/TotalAmt030383
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0487288
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0511586
IRS990/TotalProgramServiceExpensesAmt024250
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07754
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014192
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035393
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0487288
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0511586
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0487288
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0511586
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01002 Settlers Ln
IRS990/USAddress/CityNm0Denison
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd051442
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rollie Wiebers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
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/ReturnTs02017-05-15T07:17:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$511,586
Liabilities
$0
Net assets
$511,586
Revenue
$35,393
Expenses
$30,383
Net income
$5,010
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
2016Detailed filing. Detailed filing data is available for this year.$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