Civic Intelligence

Laverna M Smedley Charitable Foundation

990PF • Fiscal year 2025 • EIN 61-1934955

Jan 01, 2025 to Dec 31, 2025

Organization Profile
2601 4th Street SWMason City, IA 50401

(641) 422-1600

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$17,933

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2021: $1,800,496Liabilities 2021: $1Net Assets 2021: $1,800,4962021Assets 2022: $1,751,618Liabilities 2022: $1Net Assets 2022: $1,751,6182022Assets 2023: $1,623,547Liabilities 2023: $1Net Assets 2023: $1,623,5472023Assets 2024: $1,587,884Liabilities 2024: $0Net Assets 2024: $1,587,8842024

Latest loaded filing

2024

Assets$1,587,884
Liabilities$0
Net Assets$1,587,884
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2021: $48,128Expenses 2021: $0Net Income 2021: $48,1282021Revenue 2022: $61,761Expenses 2022: $108,597Net Income 2022: -$46,8362022Revenue 2023: -$30,555Expenses 2023: $96,791Net Income 2023: -$127,3462023Revenue 2024: $55,755Expenses 2024: $91,094Net Income 2024: -$35,3392024

Latest loaded filing

2024

Revenue$55,755
Expenses$91,094
Net Income-$35,339
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 31, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,933-$17,933
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTH IOWA AREA COMM COLLEGEFOR SCHOLARSHIPSTO ACCREDITED NURSING STUDENTS-MASON CITY, IA, US$25,000
Paid GrantSALVATION ARMY ADULT DAY HEALTH CENTERPROVIDE ASSISTANCEIN OFFERING RESPITECARE TO CARETAKERS-MASON CITY, IA, US$23,135
Paid GrantCOMPREHENSIVE SYSTEMS INCPROVIDE ASSISTANCEIN OFFERING RESPITECARE TO CARETAKERS-CHARLES CITY, IA, US$20,000
Paid GrantMEALS ON WHEELS OF MASON CITY INCPROVIDE ASSISTANCEIN OFFERING RESPITECARE TO CARETAKERS-MASON CITY, IA, US$3,000
Paid Grant-USE INACCREDITED NURSING PROGRAM-MASON CITY, IA, US$2,900
Paid Grant-USE IN ACCREDITED NURSING PROGRAM-MASON CITY, IA, US$2,500
Filing and Contact Details

Filer

Filer Name
Laverna M Smedley Charitable Foundation
EIN
61-1934955
Phone
6414221600
Address
2601 4TH STREET SW, MASON CITY, IA 50401

Signing Officer

Name
Chelsea M Frederick
Title
Trust Officer
Phone
6414221600
Signed
2026-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Pappajohn Shriver Eide & Nielsen Pc
Address
103 E STATE ST SUITE 800 PO BOX 158, MASON CITY, IA 50402
Preparer
David a Grooters
Phone
6414234264
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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/LocationOfBooksUSAddress/ZIPCd050401
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST CITIZENS BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum06414221600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Applications procured and submitted at: www.myfcb.bank/wealth
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FIRST CITIZENS BANK CO CHELSEA FRED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06414221600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02601 4TH STREET SW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MASON CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Respite care caretakers or students in accredited nursing program
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 30 of each year (may be extended for good cause)
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt323135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE ASSISTANCEIN OFFERING RESPITECARE TO CARETAKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE ASSISTANCEIN OFFERING RESPITECARE TO CARETAKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2USE INACCREDITED NURSING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE ASSISTANCEIN OFFERING RESPITECARE TO CARETAKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOR SCHOLARSHIPSTO ACCREDITED NURSING STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5USE IN ACCREDITED NURSING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMPREHENSIVE SYSTEMS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEALS ON WHEELS OF MASON CITY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SALVATION ARMY ADULT DAY HEALTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NORTH IOWA AREA COMM COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BRITNEY BAER CO NIACC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ALIYAH ORTIOLA CO NIACC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01700 CLARK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 58
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2500 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3747 VILLAGE GREEN DR SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4500 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5500 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLES CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MASON CITY
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/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550401
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076535
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/DistributableAsAdjustedAmt079017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt072206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt077341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0108597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0334679
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt076535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt072206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt077341
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0108597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076535
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt076535
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0334679
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0258144
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt079017
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PAPPAJOHN LAW FIRM LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0713
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK ADJUSTMENT FOR ADDITIONAL INCREASE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017933
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIRST CITIZENS BANK FINANCIAL MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1NI MEDIA GRP PUBLICATION COST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017933
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt150
TaxesSchedule/TaxesDetail/Amt0422
TaxesSchedule/TaxesDetail/Amt1524
TaxesSchedule/TaxesDetail/Amt2240
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YR TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt1CURRENT YR ESTIMATES PD
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX PAD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0422
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1524
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2240
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHELSEA M FREDERICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06414221600
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAVERNA M SMEDLEY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAVE
ReturnHeader/Filer/EIN0611934955
ReturnHeader/Filer/PhoneNum06414221600
ReturnHeader/Filer/USAddress/AddressLine1Txt02601 4TH STREET SW
ReturnHeader/Filer/USAddress/CityNm0MASON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421355320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAPPAJOHN SHRIVER EIDE & NIELSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 E STATE ST SUITE 800 PO BOX 158
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050402
ReturnHeader/PreparerPersonGrp/PhoneNum06414234264
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A GROOTERS
ReturnHeader/ReturnTs02026-04-01T06:30:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

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Filings

Displayed year

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

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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.$1.59$0.00$1.59$0.06$0.09$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.03$0.10$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.06$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.05$0.00$0.05