Civic Intelligence

Donald W Porter & Rosie Porter Scholarship Trust

EIN 47-6235841 • Cedar Falls, IA

302 Main StreetCedar Falls, IA 50613
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2025

Net Margin

95th percentile

85%

Higher net margin than 95% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$2,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

67th percentile

6.3%

Faster asset growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

1040%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$93,590

Up $5,532 (+6.3%) from 2024

Liabilities

Up

$1

Up $1 from 2024

Net Assets

Up

$93,589

Up $5,531 (+6.3%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin95th percentile

Revenue

Up

$22,610

Up $20,627 (+1040%) from 2024

Expenses

Down

$3,403

Down $9 (-0.3%) from 2024

Net Income

Up

$19,207

Up $20,636 (+1444%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$93,590
Liabilities$1
Net Assets$93,589
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$22,610
Expenses$3,403
Net Income$19,207
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,590
Liabilities
$1
Net assets
$93,589
Revenue
$22,610
Expenses
$3,403
Net income
$19,207
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINCOLN SAVINGS BANKTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Donald W Porter & Rosie Porter
EIN
47-6235841
Phone
3192660095
Address
302 MAIN STREET, CEDAR FALLS, IA 50613

Signing Officer

Name
Karen Morrow
Title
VP and Trust Officer
Signed
2025-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Rickert Wessel & Allen
Address
514 Main Street, Reinbeck, IA 50669
Preparer
Abby S Wessel
Phone
3193456438
Raw XML Appendix281 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01227 W 27TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1UNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2UNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31227 W 27TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CEDAR FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CEDAR FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450011
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0900
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05800
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01600
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0900
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06600
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN MORROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP and Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD W PORTER & ROSIE PORTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0476235841
ReturnHeader/Filer/PhoneNum03192660095
ReturnHeader/Filer/USAddress/AddressLine1Txt0302 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421394976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rickert Wessel & Allen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0514 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Reinbeck
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050669
ReturnHeader/PreparerPersonGrp/PhoneNum03193456438
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABBY S WESSEL
ReturnHeader/ReturnTs02025-09-25T06:12:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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