Civic Intelligence

Lone Tree Fire & Rescue Foundation Inc.

990EZ • Fiscal year 2023 • EIN 47-5609442

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 17, 2024

Organization ProfileN/A
PO Box 141Lone Tree, IA 52755

(319) 430-1315

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

72%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

25%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$285,804

Up $119,984 (+72%) from 2022

Net Assets

Up

$285,804

Up $119,984 (+72%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$36,031

Up $7,222 (+25%) from 2022

Expenses

Up

$21,896

Up $12,785 (+140%) from 2022

Net Income

Down

$14,135

Down $5,563 (-28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$300K$200K$100K$0Assets 2016: $28,352Liabilities 2016: $3,021Net Assets 2016: $25,3312016Assets 2017: $37,354Liabilities 2017: $861Net Assets 2017: $36,4932017Assets 2018: $60,991Net Assets 2018: $60,9912018Assets 2019: $147,639Net Assets 2019: $147,6392019Assets 2020: $154,392Net Assets 2020: $154,3922020Assets 2021: $146,122Net Assets 2021: $146,1222021Assets 2022: $165,820Net Assets 2022: $165,8202022Assets 2023: $285,804Net Assets 2023: $285,8042023Assets 2024: $223,055Net Assets 2024: $223,0552024

Highlighted filing

2023

Assets$285,804
Liabilities-
Net Assets$285,804
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

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

$100K$50K$0-$50KRevenue 2016: $38,384Expenses 2016: $12,553Net Income 2016: $25,8312016Revenue 2017: $80,819Expenses 2017: $14,657Net Income 2017: $66,1622017Revenue 2018: $35,947Expenses 2018: $12,040Net Income 2018: $23,9072018Revenue 2019: $92,208Expenses 2019: $5,560Net Income 2019: $86,6482019Revenue 2020: $16,386Expenses 2020: $9,633Net Income 2020: $6,7532020Revenue 2021: $20,965Expenses 2021: $29,235Net Income 2021: -$8,2702021Revenue 2022: $28,809Expenses 2022: $9,111Net Income 2022: $19,6982022Revenue 2023: $36,031Expenses 2023: $21,896Net Income 2023: $14,1352023Revenue 2024: $31,979Expenses 2024: $15,072Net Income 2024: $16,9072024

Highlighted filing

2023

Revenue$36,031
Expenses$21,896
Net Income$14,135
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 17, 2024
Return Version
2023v5.0
Gross Receipts
$97,596
Mission and Program Overview

Mission

Provide fire protection and emergency response for fire protection and other emergencies or disasters relating to life or property.

Program Services

DescriptionGrantsExpenses
PROVIDE EMERGENCY MEDICAL AND FIRE SERVICES.-$20,506
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MINDY SCOTTPresident-$0--
MATT ZADOWVice Preside-$0--
JERRY FORDSecretary-$0--
NANCY FORDTreasurer-$0--
KENT YODERBoard Member-$0--
LOGAN SCHNOEBELENBoard Member-$0--
KURT WIELANDBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Dinner$20,576$20,576$6,412$14,164
Chicken Dinner$16,095$16,095$16,801$-706
Total Events$36,671$36,671$23,213$13,458
Filing and Contact Details

Filer

Filer Name
Lone Tree Fire & Rescue Foundation
EIN
47-5609442
Phone
3194301315
Address
PO BOX 141, LONE TREE, IA 52755

Signing Officer

Name
Jerry Ford
Title
Secretary
Phone
3194301315
Signed
2024-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Bontrager Tax Acct & Consult LLC
Address
PO BOX 448, KALONA, IA 52247-0448
Preparer
Daniel P Bontrager CPA
Phone
3196562614
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bond renewal 187 early w/d penalties on cd 376 medical supplies 6,346 memorials expense 730 small equipment 2,300 supplies 4,391 training 6,482 total 20,812”

Form 990-ez, Part I, Line 20

“Unrealized investment gains 105,849”

Form 990-ez, Part III

“Provide fire protection and emergency response for fire protection and other emergencies or disasters relating to life or property.”

Raw XML Appendix181 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/PhoneNum03194301315
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 141
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONE TREE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052755
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0165820
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0285804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018441
IRS990EZ/CostOfGoodsSoldAmt04111
IRS990EZ/CostOrOtherBasisExpenseSaleAmt034241
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt01409
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-394
IRS990EZ/GrossReceiptsAmt097596
IRS990EZ/GrossSalesOfInventoryAmt03717
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MINDY SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT ZADOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENT YODER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LOGAN SCHNOEBELEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KURT WIELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0105849
IRS990EZ/OtherExpensesTotalAmt020812
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FIRE PROTECTION AND EMERGENCY RESPONSE FOR FIRE PROTECTION AND OTHER EMERGENCIES OR DISASTERS RELATING TO LIFE OR PROPERTY.
IRS990EZ/PrintingPublicationsPostageAmt070
IRS990EZ/ProgramServiceRevenueAmt01609
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EMERGENCY MEDICAL AND FIRE SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020506
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt035650
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023213
IRS990EZ/SpecialEventsNetIncomeLossAmt013458
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021896
IRS990EZ/TotalProgramServiceExpensesAmt020506
IRS990EZ/TotalRevenueAmt036031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 83,425
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06118
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0138494
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0324
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01290
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05267
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01609
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt040388
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt024672
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014681
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt019683
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt024389
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0123813
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51760
IRS990ScheduleA/PublicSupportPY170Pct00.58480
IRS990ScheduleA/PublicSupportTotal170Amt0138494
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015250
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076716
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0138494
IRS990ScheduleA/TotalSupportAmt0267574
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023213
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHICKEN DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036671
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013458
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023213
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06412
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BOND RENEWAL 187 EARLY W/D PENALTIES ON CD 376 MEDICAL SUPPLIES 6,346 MEMORIALS EXPENSE 730 SMALL EQUIPMENT 2,300 SUPPLIES 4,391 TRAINING 6,482 TOTAL 20,812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED INVESTMENT GAINS 105,849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE FIRE PROTECTION AND EMERGENCY RESPONSE FOR FIRE PROTECTION AND OTHER EMERGENCIES OR DISASTERS RELATING TO LIFE OR PROPERTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY FORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03194301315
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONE TREE FIRE & RESCUE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0LONE
ReturnHeader/Filer/EIN0475609442
ReturnHeader/Filer/PhoneNum03194301315
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 141
ReturnHeader/Filer/USAddress/CityNm0LONE TREE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052755
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204135047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONTRAGER TAX ACCT & CONSULT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 448
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0522470448
ReturnHeader/PreparerPersonGrp/PhoneNum03196562614
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P BONTRAGER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-22T17:55:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORD
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,804
Liabilities
-
Net assets
$285,804
Revenue
$36,031
Expenses
$21,896
Net income
$14,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$2.23$0.32$0.15$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.86$2.86$0.36$0.22$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.29$0.09$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.21$0.29$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.16$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.92$0.06$0.87
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.36$0.12$0.24
2017Summary only. Only limited summary data is available for this year.$0.37$0.01$0.36$0.81$0.15$0.66
2016Summary only. Only limited summary data is available for this year.$0.28$0.03$0.25$0.38$0.13$0.26