Civic Intelligence

Iowa Trust Association

990EZ • Fiscal year 2014 • EIN 51-0188600

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

Organization ProfileN/A
8800 NW 62nd Ave PO Box 620050131

(515) 286-4302

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

87th percentile

24%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

61st percentile

8.5%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$233,087

Up $18,256 (+8.5%) from 2013

Net Assets

Up

$233,087

Up $18,256 (+8.5%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$76,115

Down $17,135 (-18%) from 2013

Expenses

Down

$57,859

Down $13,857 (-19%) from 2013

Net Income

Down

$18,256

Down $3,278 (-15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2011: $200,294Net Assets 2011: $200,2942011Assets 2012: $193,297Net Assets 2012: $193,2972012Assets 2013: $214,831Net Assets 2013: $214,8312013Assets 2014: $233,087Net Assets 2014: $233,0872014Assets 2015: $257,528Net Assets 2015: $257,5282015Assets 2016: $269,691Net Assets 2016: $269,6912016Assets 2017: $255,606Net Assets 2017: $255,6062017Assets 2018: $272,809Liabilities 2018: $0Net Assets 2018: $272,8092018Assets 2019: $288,906Liabilities 2019: $0Net Assets 2019: $288,9062019Assets 2020: $288,858Liabilities 2020: $21,458Net Assets 2020: $267,4002020Assets 2021: $276,399Liabilities 2021: $0Net Assets 2021: $276,3992021Assets 2022: $280,827Liabilities 2022: $0Net Assets 2022: $280,8272022Assets 2023: $276,321Liabilities 2023: $0Net Assets 2023: $276,3212023Assets 2024: $304,564Liabilities 2024: $0Net Assets 2024: $304,5642024

Highlighted filing

2014

Assets$233,087
Liabilities-
Net Assets$233,087
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $78,583Expenses 2011: $69,822Net Income 2011: $8,7612011Revenue 2012: $67,480Expenses 2012: $74,477Net Income 2012: -$6,9972012Revenue 2013: $93,250Expenses 2013: $71,716Net Income 2013: $21,5342013Revenue 2014: $76,115Expenses 2014: $57,859Net Income 2014: $18,2562014Revenue 2015: $127,746Expenses 2015: $103,305Net Income 2015: $24,4412015Revenue 2016: $95,661Expenses 2016: $83,498Net Income 2016: $12,1632016Revenue 2017: $116,941Expenses 2017: $131,026Net Income 2017: -$14,0852017Revenue 2018: $91,619Expenses 2018: $74,416Net Income 2018: $17,2032018Revenue 2019: $117,440Expenses 2019: $101,343Net Income 2019: $16,0972019Revenue 2020: $81,648Expenses 2020: $94,748Net Income 2020: -$13,1002020Revenue 2021: $79,325Expenses 2021: $90,459Net Income 2021: -$11,1342021Revenue 2022: $122,558Expenses 2022: $118,130Net Income 2022: $4,4282022Revenue 2023: $76,481Expenses 2023: $80,987Net Income 2023: -$4,5062023Revenue 2024: $132,246Expenses 2024: $104,003Net Income 2024: $28,2432024

Highlighted filing

2014

Revenue$76,115
Expenses$57,859
Net Income$18,256
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 4, 2014
Return Version
2013v3.1
Gross Receipts
$76,115
Mission and Program Overview

Mission

Promote interest and general welfare amoung members in the trust, estate, financial, and charitable planning industries.

Promote interest and general welfare among members in the trust,estate, financial and charitable planning industries.

Program Services

DescriptionGrantsExpenses
PROVIDE A FORUM FOR THE DISCUSSION AND CONSIDERATION OF AREAS OF CONCERN TO MEMBERS IN THEIR FIDUCIARY CAPACITYAND TO PROVIDE EDUCATIONAL PROGRAMS TO MEMBERS.--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike McAlpineDirector-$0--
Jeff ConreyPresident-$0--
Mike DeegeTrust Counsel-$0--
Rick KrugDirector-$0--
William M FryeDirector-$0--
Paul SchmittPast President-$0--
Randy PetscheDirector-$0--
Frank DelaneyDirector-$0--
Kerri KainVice President-$0--
Jon HoltheDirector-$0--
Julie VersluisDirector-$0--
Todd SillimanDirector-$0--
James MeaseDirector-$0--
Brad Van HeuvelenDirector-$0--
Filing and Contact Details

Filer

EIN
51-0188600
Phone
5152864302

Signing Officer

Name
Jeff Conrey
Title
President
Signed
2014-08-04
Discuss with paid preparer
Yes

Preparer

Preparer
Michael F Schnoes
Phone
5159879598
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $22509”

Other Expenses.1

“Will & trust book update $1117”

Other Expenses.2

“Schools of Banking $500”

Other Expenses.3

“website $99”

Other Expenses.4

“DUES & SUBSCRIPTIONS $68”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0IOWA TRUST ASSOCIATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05152864302
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108800 NW 62ND AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0JOHNSTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode050131
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0214831
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0233087
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033800
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018256
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt033566
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0214831
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0233087
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0564
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0214831
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0233087
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0214831
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0233087
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mike McAlpine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeff Conrey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mike Deege
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rick Krug
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William M Frye
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Paul Schmitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Randy Petsche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Frank Delaney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kerri Kain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jon Holthe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Julie Versluis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Todd Silliman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12James Mease
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Brad Van Heuvelen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trust Counsel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024293
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE INTEREST AND GENERAL WELFARE AMONG MEMBERS IN THE TRUST,ESTATE, FINANCIAL AND CHARITABLE PLANNING INDUSTRIES.
IRS990EZ/ProgramServiceRevenueAmt041751
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE A FORUM FOR THE DISCUSSION AND CONSIDERATION OF AREAS OF CONCERN TO MEMBERS IN THEIR FIDUCIARY CAPACITYAND TO PROVIDE EDUCATIONAL PROGRAMS TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057859
IRS990EZ/TotalRevenueAmt076115
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $22509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILL & TRUST BOOK UPDATE $1117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Schools of Banking $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3website $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES & SUBSCRIPTIONS $68
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Conrey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10IOWA TRUST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0IOWA
ReturnHeader/Filer/EIN0510188600
ReturnHeader/Filer/PhoneNum05152864302
ReturnHeader/Filer/USAddress/AddressLine108800 NW 62ND AVE PO BOX 6200
ReturnHeader/Filer/USAddress/City0JOHNSTON
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHNOES & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10520 Walnut Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0502639518
ReturnHeader/PreparerPersonGrp/PhoneNum05159879598
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael F Schnoes
ReturnHeader/ReturnTs02014-08-04T13:01:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$233,087
Liabilities
-
Net assets
$233,087
Revenue
$76,115
Expenses
$57,859
Net income
$18,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$1.32$1.04$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.76$0.81$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$1.23$1.18$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.79$0.90$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.21$2.67$0.82$0.95$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.17$1.01$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.92$0.74$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.56$2.56$1.17$1.31$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.96$0.83$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.58$2.58$1.28$1.03$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.33$2.33$0.76$0.58$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$2.15$0.93$0.72$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$1.93$0.67$0.74$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$2.00$0.79$0.70$0.09