Civic Intelligence

Donald W Porter & Rosie Porter Scholarship Trust

990PF • Fiscal year 2014 • EIN 47-6235841

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 04, 2014

Organization Profile
PO Box E50669

(319) 788-6441

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

4th percentile

-205%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

76th percentile

$756

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 48.4% of source-year revenue.

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

Asset Growth

36th percentile

-4.1%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$74,551

Down $3,197 (-4.1%) from 2013

Net Assets

$74,551

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$1,562

Down $789 (-34%) from 2013

Expenses

Up

$4,759

Up $1,026 (+27%) from 2013

Net Income

Down

-$3,197

Down $1,815 (-131%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$100K$50K$0Assets 2012: $79,130Liabilities 2012: $02012Assets 2013: $77,748Liabilities 2013: $02013Assets 2014: $74,551Liabilities 2014: $0Net Assets 2014: $74,5512014Assets 2015: $73,870Liabilities 2015: $0Net Assets 2015: $73,8702015Assets 2016: $77,481Liabilities 2016: $0Net Assets 2016: $77,4812016Assets 2017: $76,089Liabilities 2017: $0Net Assets 2017: $76,0892017Assets 2018: $75,327Liabilities 2018: $0Net Assets 2018: $75,3272018Assets 2019: $75,058Liabilities 2019: $0Net Assets 2019: $75,0582019Assets 2020: $75,228Liabilities 2020: $0Net Assets 2020: $75,2282020Assets 2021: $85,206Liabilities 2021: $0Net Assets 2021: $85,2062021Assets 2022: $74,378Liabilities 2022: $0Net Assets 2022: $74,3782022Assets 2023: $79,470Liabilities 2023: $0Net Assets 2023: $79,4702023Assets 2024: $88,058Liabilities 2024: $0Net Assets 2024: $88,0582024Assets 2025: $93,590Liabilities 2025: $1Net Assets 2025: $93,5892025

Highlighted filing

2014

Assets$74,551
Liabilities$0
Net Assets$74,551
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $2,671Expenses 2012: $5,481Net Income 2012: -$2,8102012Revenue 2013: $2,351Expenses 2013: $3,733Net Income 2013: -$1,3822013Revenue 2014: $1,562Expenses 2014: $4,759Net Income 2014: -$3,1972014Revenue 2015: $1,767Expenses 2015: $2,448Net Income 2015: -$6812015Revenue 2016: $2,060Expenses 2016: $2,531Net Income 2016: -$4712016Revenue 2017: $1,815Expenses 2017: $5,309Net Income 2017: -$3,4942017Revenue 2018: $1,768Expenses 2018: $4,594Net Income 2018: -$2,8262018Revenue 2019: $2,251Expenses 2019: $4,916Net Income 2019: -$2,6652019Revenue 2020: $1,706Expenses 2020: $2,947Net Income 2020: -$1,2412020Revenue 2021: $1,117Expenses 2021: $2,876Net Income 2021: -$1,7592021Revenue 2022: $887Expenses 2022: $2,535Net Income 2022: -$1,6482022Revenue 2023: $1,726Expenses 2023: $2,421Net Income 2023: -$6952023Revenue 2024: $1,983Expenses 2024: $3,412Net Income 2024: -$1,4292024Revenue 2025: $22,610Expenses 2025: $3,403Net Income 2025: $19,2072025

Highlighted filing

2014

Revenue$1,562
Expenses$4,759
Net Income-$3,197
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 4, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINCOLN SAVINGS BANKTrustee-$756-$756
Filing and Contact Details

Filer

EIN
47-6235841
Phone
3197886441

Signing Officer

Name
Julie Versluis
Title
Trust Officer
Signed
2014-09-04
Discuss with paid preparer
Yes

Preparer

Preparer
Abby S Wessel
Phone
3193456438
Raw XML Appendix273 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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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Scholarship to a high school graduate of Gladbrook-Reinbeck Community School who attends an accredited college or technical school.
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016900
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015100
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt075
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0200
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE VERSLUIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10DONALD W PORTER & ROSIE PORTER
ReturnHeader/Filer/BusinessName/BusinessNameLine20SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0476235841
ReturnHeader/Filer/PhoneNum03197886441
ReturnHeader/Filer/USAddress/AddressLine10PO BOX E
ReturnHeader/Filer/USAddress/City0REINBECK
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Rickert & Wessel Law Office PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10115 Broad St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Reinbeck
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0506690193
ReturnHeader/PreparerPersonGrp/PhoneNum03193456438
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABBY S WESSEL
ReturnHeader/ReturnTs02014-09-04T13:06:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,551
Liabilities
$0
Net assets
$74,551
Revenue
$1,562
Expenses
$4,759
Net income
-$3,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$93.6$0.00$93.6$22.6$3.40$19.2
2024Detailed filing. Detailed filing data is available for this year.$88.1$0.00$88.1$1.98$3.41$1.43
2023Detailed filing. Detailed filing data is available for this year.$79.5$0.00$79.5$1.73$2.42$0.70
2022Detailed filing. Detailed filing data is available for this year.$74.4$0.00$74.4$0.89$2.54$1.65
2021Detailed filing. Detailed filing data is available for this year.$85.2$0.00$85.2$1.12$2.88$1.76
2020Detailed filing. Detailed filing data is available for this year.$75.2$0.00$75.2$1.71$2.95$1.24
2019Detailed filing. Detailed filing data is available for this year.$75.1$0.00$75.1$2.25$4.92$2.67
2018Detailed filing. Detailed filing data is available for this year.$75.3$0.00$75.3$1.77$4.59$2.83
2017Detailed filing. Detailed filing data is available for this year.$76.1$0.00$76.1$1.82$5.31$3.49
2016Detailed filing. Detailed filing data is available for this year.$77.5$0.00$77.5$2.06$2.53$0.47
2015Detailed filing. Detailed filing data is available for this year.$73.9$0.00$73.9$1.77$2.45$0.68
2014Detailed filing. Detailed filing data is available for this year.$74.6$0.00$74.6$1.56$4.76$3.20
2013Summary only. Only limited summary data is available for this year.$77.7$0.00$2.35$3.73$1.38
2012Summary only. Only limited summary data is available for this year.$79.1$0.00$2.67$5.48$2.81