Civic Intelligence

Ortner Scholarship Foundation

990 • Fiscal year 2018 • EIN 47-0919066

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

46th percentile

0.4%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$552,839

Up $2,174 (+0.4%) from 2017

Net Assets

Up

$552,839

Up $2,174 (+0.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin58th percentile

Revenue

Down

$31,726

Down $21,161 (-40%) from 2017

Expenses

Up

$29,552

Up $2,657 (+9.9%) from 2017

Net Income

Down

$2,174

Down $23,818 (-92%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2018

Assets$552,839
Liabilities$0
Net Assets$552,839
Open 2018 Filing

Operations Trend

Revenue Growth7th 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

2018

Revenue$31,726
Expenses$29,552
Net Income$2,174
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$119,633
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$502,378$535,036▲ $32,658
Savings and Temporary Cash Investments$48,287$17,803▼ $30,484
Total Assets$550,665$552,839▲ $2,174
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$550,665$552,839▲ $2,174
Total Net Assets Fund Balance$550,665$552,839▲ $2,174
Total Liabilities and Net Assets / Fund Balance$550,665$552,839▲ $2,174
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Rollie WiebersTrustee/president
Adam EggelingTrustee
Amy MeseckTrustee
David SeieroeTrustee
Leann ThiesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$17,389
Program Service Revenue
$0
Investment Income
$15,046
Other Revenue
$-709
All Other Contributions
$5,382
Change in Net Assets
$2,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,250
Other Expenses$2,302
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$27,250--$27,250
Fees for Services Legal-$1,802-$1,802
Fees for Service Investment Mgmnt Fees-$500-$500
Total Functional Expenses$27,250$2,302$0$29,552
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,953
Fundraising Gross Income$20,244
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$32,251$20,244$8,946$11,298
Total Events$32,251$20,244$20,953$-709
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section A, Line 8B

“The organization has no committees.”

Form 990, Part VI, Section B, Line 11B

“A copy of the proposed form 990 is provided to all trustees and reviewed with them by counsel prior to filing the return.”

Form 990, Part VI, Section C, Line 19

“The organizatin's form 990, financial statements and governing documents are available for public 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
Phone
7126783325
Signed
2019-05-10
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
55

Preparer

Firm
Cain Ellsworth & Co Llp
Address
1008 THIRD AVENUE, SHELDON, IA 51201
Preparer
Mikal Claar
Phone
7123244614
Raw XML Appendix327 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE DISTRIBUTED JOINTLY TO STUDENT AND COLLEGE ATTENDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART III
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE PROPOSED FORM 990 IS PROVIDED TO ALL TRUSTEES AND REVIEWED WITH THEM BY COUNSEL PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIN'S FORM 990, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROLLIE WIEBERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07126783325
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DADF4D95C7C584CE191483FE0460B308D7C43926
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C5457A24AB00FCC03AEDB0D279F7D53BA3E4A5BF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.33.233.55
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:50:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421163131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAIN ELLSWORTH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01008 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051201
ReturnHeader/PreparerPersonGrp/PhoneNum07123244614
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKAL CLAAR
ReturnHeader/ReturnTs02019-05-15T09:49:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$552,839
Liabilities
$0
Net assets
$552,839
Revenue
$31,726
Expenses
$29,552
Net income
$2,174
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
2018Detailed filing. Detailed filing data is available for this year.$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