Civic Intelligence

The Beitz Foundation Co Midwestone Bank

EIN 56-6657852 • Muscatine, IA

Pub. 78 Eligible
300 E 2nd StreetMuscatine, IA 52761
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

61st percentile

2.4%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

59%

Faster revenue growth than 85% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$94,598

Up $2,254 (+2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$94,598

Up $2,254 (+2.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin85th percentile

Revenue

Up

$8,823

Up $3,284 (+59%) from 2023

Expenses

Up

$5,508

Up $46 (+0.8%) from 2023

Net Income

Up

$3,315

Up $3,238 (+4205%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2010: $98,853Liabilities 2010: $0Net Assets 2010: $98,8532010Assets 2011: $92,818Liabilities 2011: $0Net Assets 2011: $92,8182011Assets 2012: $89,081Liabilities 2012: $0Net Assets 2012: $89,0812012Assets 2013: $85,150Liabilities 2013: $0Net Assets 2013: $85,1502013Assets 2014: $82,773Liabilities 2014: $0Net Assets 2014: $82,7732014Assets 2015: $80,731Liabilities 2015: $0Net Assets 2015: $80,7312015Assets 2016: $76,982Liabilities 2016: $0Net Assets 2016: $76,9822016Assets 2017: $74,262Liabilities 2017: $0Net Assets 2017: $74,2622017Assets 2018: $74,409Liabilities 2018: $0Net Assets 2018: $74,4092018Assets 2019: $72,376Liabilities 2019: $0Net Assets 2019: $72,3762019Assets 2020: $71,676Liabilities 2020: $0Net Assets 2020: $71,6762020Assets 2021: $94,993Liabilities 2021: $0Net Assets 2021: $94,9932021Assets 2022: $102,040Liabilities 2022: $0Net Assets 2022: $102,0402022Assets 2023: $92,344Liabilities 2023: $0Net Assets 2023: $92,3442023Assets 2024: $94,598Liabilities 2024: $0Net Assets 2024: $94,5982024

Latest loaded filing

2024

Assets$94,598
Liabilities$0
Net Assets$94,598
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KExpenses 2010: $9,1612010Expenses 2011: $8,8622011Expenses 2012: $6,1112012Revenue 2013: $4,254Expenses 2013: $8,184Net Income 2013: -$3,9302013Revenue 2014: $4,669Expenses 2014: $7,047Net Income 2014: -$2,3782014Revenue 2015: $5,489Expenses 2015: $7,531Net Income 2015: -$2,0422015Revenue 2016: $3,430Expenses 2016: $7,179Net Income 2016: -$3,7492016Revenue 2017: $3,103Expenses 2017: $5,951Net Income 2017: -$2,8482017Revenue 2018: $6,648Expenses 2018: $6,501Net Income 2018: $1472018Revenue 2019: $4,639Expenses 2019: $4,672Net Income 2019: -$332019Revenue 2020: $5,113Expenses 2020: $6,688Net Income 2020: -$1,5752020Revenue 2021: $29,056Expenses 2021: $5,539Net Income 2021: $23,5172021Revenue 2022: $5,387Expenses 2022: $5,525Net Income 2022: -$1382022Revenue 2023: $5,539Expenses 2023: $5,462Net Income 2023: $772023Revenue 2024: $8,823Expenses 2024: $5,508Net Income 2024: $3,3152024

Latest loaded filing

2024

Revenue$8,823
Expenses$5,508
Net Income$3,315
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.29$0.06$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.05$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.05$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.03$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.08$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09
2010Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 31, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDWESTONE BANKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-scholarship-Muscatine, IA, US$1,250
Paid Grant-Scholarship-Muscatine, IA, US$1,250
Paid Grant-Scholarship-Muscatine, IA, US$1,250
Filing and Contact Details

Filer

Filer Name
The Beitz Foundation Co Midwestone Bank
EIN
56-6657852
In Care Of
% MIDWESTONE BANK
Phone
5632624215
Address
300 E 2ND STREET, MUSCATINE, IA 52761

Signing Officer

Name
Midwestone Bank
Title
Trustee
Phone
5632634221
Signed
2026-03-31
Discuss with paid preparer
No

Preparer

Firm
Fowler Tax Service PC
Address
1102 Park Avenue, Muscatine, IA 52761
Preparer
Alec R Fowler
Phone
5637705365
Raw XML Appendix310 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05632624215
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DISTRIBUTED SCHOLARSHIPS TO 3 RECIPIENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04250
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MIDWESTONE BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05632624221
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0300 E 2ND STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MUSCATINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd052761
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE GRADUATES OF MUSCATINE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Emily King
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Addison Weggen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Avery Schroeder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01879 Bayfield Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12619 Country Ridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2804 W 4th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Muscatine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Muscatine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Muscatine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252761
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03750
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/AppliedToYear1Amt01392
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01060
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03849
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01392
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01075
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03849
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01607
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02467
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Capital Gain DivDist
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03133
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05632634221
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEITZ FOUNDATION CO MIDWESTONE BANK
ReturnHeader/Filer/BusinessNameControlTxt0BEIT
ReturnHeader/Filer/EIN0566657852
ReturnHeader/Filer/InCareOfNm0% MIDWESTONE BANK
ReturnHeader/Filer/PhoneNum05632624215
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E 2ND STREET
ReturnHeader/Filer/USAddress/CityNm0MUSCATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052761
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832706856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fowler Tax Service PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01102 Park Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Muscatine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052761
ReturnHeader/PreparerPersonGrp/PhoneNum05637705365
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEC R FOWLER
ReturnHeader/ReturnTs02026-04-02T12:54:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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