Civic Intelligence

Iowa Trust Association

990EZ • Fiscal year 2016 • EIN 51-0188600

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 11, 2016

Organization ProfileN/A
8800 NW 62nd Ave PO Box 6200Johnston, IA 50131

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$269,691

Up $12,163 (+4.7%) from 2015

Net Assets

Up

$269,691

Up $12,163 (+4.7%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$95,661

Down $32,085 (-25%) from 2015

Expenses

Down

$83,498

Down $19,807 (-19%) from 2015

Net Income

Down

$12,163

Down $12,278 (-50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2016

Assets$269,691
Liabilities-
Net Assets$269,691
Open 2016 Filing

Operations Trend

Revenue Growth13th 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

2016

Revenue$95,661
Expenses$83,498
Net Income$12,163
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 11, 2016
Return Version
2015v2.0
Gross Receipts
$95,661
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 Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff ConreyDirector-$0--
Mike DeegeTrust Counsel-$0--
Rick KrugDirector-$0--
William M FryeDirector-$0--
Paul SchmittDirector-$0--
Randy PetscheDirector-$0--
Craig SchraderDirector-$0--
Kerri KainPast President-$0--
Jon HoltheDirector-$0--
Julie VersluisDirector-$0--
Todd SillimanPresident-$0--
James MeaseVice President-$0--
Brad Van HeuvelenDirector-$0--
Filing and Contact Details

Filer

Filer Name
Iowa Trust Association
EIN
51-0188600
Phone
5152864302
Address
8800 NW 62ND AVE PO BOX 6200, JOHNSTON, IA 50131

Signing Officer

Name
Todd Silliman
Title
President
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Schnoes & Company
Address
520 Walnut Street, WAUKEE, IA 50263-9518
Preparer
Michael F Schnoes
Phone
5159879598
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $131”

Other Expenses.1005

“Travel $1000”

Other Expenses.1007

“Conferences, Conventions, and Meetings $46273”

Other Expenses.1012

“Insurance $431”

Other Expenses.1

“Board Expenses $2727”

Other Expenses.2

“CREDIT CARD FEES $988”

Other Expenses.3

“WILL & TRUST $254”

Other Expenses.4

“BANK CHARGES $230”

Other Expenses.6

“Website $112”

Raw XML Appendix152 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/PersonNm0IOWA TRUST ASSOCIATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05152864302
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08800 NW 62ND AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050131
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0257528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0269691
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IRS990EZ/ContributionsGiftsGrantsEtcAmt036075
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012163
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt031172
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0257528
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
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/PersonNm0Jeff Conrey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mike Deege
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rick Krug
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William M Frye
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Paul Schmitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Randy Petsche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Craig Schrader
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kerri Kain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jon Holthe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Julie Versluis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Todd Silliman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11James Mease
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Brad Van Heuvelen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trust Counsel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052146
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE INTEREST AND GENERAL WELFARE AMONG MEMBERS IN THE TRUST,ESTATE, FINANCIAL AND CHARITABLE PLANNING INDUSTRIES.
IRS990EZ/PrintingPublicationsPostageAmt0180
IRS990EZ/ProgramServiceRevenueAmt058292
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/TotalExpensesAmt083498
IRS990EZ/TotalRevenueAmt095661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $46273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board Expenses $2727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CREDIT CARD FEES $988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WILL & TRUST $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Website $112
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Todd Silliman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOWA TRUST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0IOWA
ReturnHeader/Filer/EIN0510188600
ReturnHeader/Filer/PhoneNum05152864302
ReturnHeader/Filer/USAddress/AddressLine1Txt08800 NW 62ND AVE PO BOX 6200
ReturnHeader/Filer/USAddress/CityNm0JOHNSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNOES & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 Walnut Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502639518
ReturnHeader/PreparerPersonGrp/PhoneNum05159879598
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael F Schnoes
ReturnHeader/ReturnTs02016-08-11T13:21:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$269,691
Liabilities
-
Net assets
$269,691
Revenue
$95,661
Expenses
$83,498
Net income
$12,163
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