Civic Intelligence

The Beitz Foundation Co Midwestone Bank

990PF • Fiscal year 2016 • EIN 56-6657852

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 12, 2017

Organization Profile
First National BankMuscatine, IA 52761

(563) 262-4215

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-109%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$786

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-38%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$76,982

Down $3,749 (-4.6%) from 2015

Net Assets

Down

$76,982

Down $3,749 (-4.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Down

$3,430

Down $2,059 (-38%) from 2015

Expenses

Down

$7,179

Down $352 (-4.7%) from 2015

Net Income

Down

-$3,749

Down $1,707 (-84%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

Highlighted filing

2016

Assets$76,982
Liabilities$0
Net Assets$76,982
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2016

Revenue$3,430
Expenses$7,179
Net Income-$3,749
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$786-$786
Filing and Contact Details

Filer

Filer Name
The Beitz Foundation
EIN
56-6657852
Phone
5632624215
Address
FIRST NATIONAL BANK, MUSCATINE, IA 52761

Signing Officer

Name
Michael Wilson
Title
Trustee Mgr
Phone
5632624215
Signed
2017-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Td&t Cpas and Advisors Pc
Address
500 CEDAR STREET, MUSCATINE, IA 52761
Preparer
Vicki a Beckey CPA
Phone
5632642727
Raw XML Appendix329 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/DistributableAmountGrp/DistributableAsAdjustedAmt05278
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0FIRST NATIONAL BANK OF MUSCATINE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE GRADUATES OF MUSCATINE HIGH SCHOOL WHO WISH TO PURSUE HIGHER EDUCATION IN THE AREA OF VOCATIONAL AGRICULTURAL EDUCATION OR HANDS-ON FARM OPERATIONS. THE SCHOLARSHIPS ARE TO BE BASED ON THE NEED OF THE RECIPIENT AS WELL AS CHARACTER, INTELLIGENCE AND SCHOLASTIC RECORD.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP TO IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP TO IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP TO IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP TO IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP TO BLACK HAWK COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CORINA BATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ANNA BROOKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ERIN LAGONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MALLORY MADSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4TIFFANY TOMLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02049 BAYFIELD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11791 ZIEGLER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22197 NORTH HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32605 DAWSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4600 CEDAR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MUSCATINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BLUE GRASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MUSCATINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MUSCATINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MUSCATINE
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/ZIPCd052761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452761
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
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/AppliedToCurrentYearAmt05278
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02817
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02817
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06208
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0281
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0828
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06305
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01027
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09025
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07998
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF SCHOLARSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0750
TaxesSchedule/TaxesDetail/Amt059
TaxesSchedule/TaxesDetail/Amt19
TaxesSchedule/TaxesDetail/CategoryTxt02014 FEDERAL TAX BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum05632624215
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEITZ FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRST NATIONAL BANK MUSCATINE
ReturnHeader/Filer/BusinessNameControlTxt0BEIT
ReturnHeader/Filer/EIN0566657852
ReturnHeader/Filer/PhoneNum05632624215
ReturnHeader/Filer/USAddress/AddressLine1Txt0FIRST NATIONAL BANK
ReturnHeader/Filer/USAddress/CityNm0MUSCATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052761
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0992E83F8B90DF5B4529726673504EEC70C9F5DD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId072A9AB7397B853419F7BC1FB2C0C199BD4BCD0FA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TD&T CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 CEDAR STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUSCATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052761
ReturnHeader/PreparerPersonGrp/PhoneNum05632642727
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICKI A BECKEY CPA
ReturnHeader/ReturnTs02017-09-13T10:17:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$76,982
Liabilities
$0
Net assets
$76,982
Revenue
$3,430
Expenses
$7,179
Net income
-$3,749
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