Civic Intelligence

Bernice E Peterson Scholarship Trust

990PF • Fiscal year 2020 • EIN 47-7204491

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization Profile
5 E Call StAlgona, IA 50511

(515) 295-3595

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

4th percentile

-212%

Higher net margin than 4% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$8,500

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 58.6% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

23rd percentile

-4.0%

Faster asset growth than 23% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-30%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$743,019

Down $30,785 (-4.0%) from 2019

Net Assets

Down

$743,019

Down $30,785 (-4.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin4th percentile

Revenue

Down

$14,499

Down $6,358 (-30%) from 2019

Expenses

Down

$45,284

Down $8,722 (-16%) from 2019

Net Income

Up

-$30,785

Up $2,364 (+7.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.0M$500K$0Assets 2015: $24,157Liabilities 2015: $02015Assets 2016: $851,358Liabilities 2016: $0Net Assets 2016: $851,3582016Assets 2017: $827,771Liabilities 2017: $0Net Assets 2017: $827,7712017Assets 2018: $806,953Liabilities 2018: $0Net Assets 2018: $806,9532018Assets 2019: $773,804Liabilities 2019: $0Net Assets 2019: $773,8042019Assets 2020: $743,019Liabilities 2020: $0Net Assets 2020: $743,0192020Assets 2021: $721,329Liabilities 2021: $0Net Assets 2021: $721,3292021Assets 2022: $695,123Liabilities 2022: $0Net Assets 2022: $695,1232022Assets 2023: $677,311Liabilities 2023: $0Net Assets 2023: $677,3112023Assets 2024: $665,168Liabilities 2024: $0Net Assets 2024: $665,1682024

Highlighted filing

2020

Assets$743,019
Liabilities$0
Net Assets$743,019
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50KRevenue 2015: $7Expenses 2015: $850Net Income 2015: -$8432015Revenue 2016: $23,704Expenses 2016: $37,639Net Income 2016: -$13,9352016Revenue 2017: $21,042Expenses 2017: $44,629Net Income 2017: -$23,5872017Revenue 2018: $20,318Expenses 2018: $41,136Net Income 2018: -$20,8182018Revenue 2019: $20,857Expenses 2019: $54,006Net Income 2019: -$33,1492019Revenue 2020: $14,499Expenses 2020: $45,284Net Income 2020: -$30,7852020Revenue 2021: $6,258Expenses 2021: $27,948Net Income 2021: -$21,6902021Revenue 2022: $11,714Expenses 2022: $37,583Net Income 2022: -$25,8692022Revenue 2023: $14,357Expenses 2023: $32,146Net Income 2023: -$17,7892023Revenue 2024: $21,143Expenses 2024: $29,754Net Income 2024: -$8,6112024

Highlighted filing

2020

Revenue$14,499
Expenses$45,284
Net Income-$30,785
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,500-$8,500
Filing and Contact Details

Filer

Filer Name
Bernice E Peterson Scholarship
EIN
47-7204491
Address
5 E CALL ST, ALGONA, IA 50511

Signing Officer

Name
Iowa State Bank
Title
Trustee
Phone
5152953595
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey a Johnson Lpa Pc
Address
223 N MAIN ST, POCAHONTAS, IA 50574
Preparer
Jeffrey a Johnson
Phone
7123353301
Raw XML Appendix249 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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ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIE A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$743,019
Liabilities
$0
Net assets
$743,019
Revenue
$14,499
Expenses
$45,284
Net income
-$30,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.21$0.30$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.14$0.32$0.18
2022Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.12$0.38$0.26
2021Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.06$0.28$0.22
2020Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.14$0.45$0.31
2019Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.21$0.54$0.33
2018Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.20$0.41$0.21
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.21$0.45$0.24
2016Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.24$0.38$0.14
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$0.00$0.01$0.01
Peer Organizations

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