Civic Intelligence

Joel L Gerdes Scholarship Fund

990PF • Fiscal year 2018 • EIN 81-4435021

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 11, 2019

Organization Profile
101 W 1st StDixon, IL 61021

(815) 285-5186

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

70th percentile

8.3%

Faster asset growth than 70% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$909,976

Up $69,858 (+8.3%) from 2017

Net Assets

Up

$909,976

Up $69,858 (+8.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin97th percentile

Revenue

Down

$85,263

Down $89,572 (-51%) from 2017

Expenses

Up

$15,405

Up $4,252 (+38%) from 2017

Net Income

Down

$69,858

Down $93,824 (-57%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$1.0M$500K$0Assets 2017: $840,118Liabilities 2017: $0Net Assets 2017: $840,1182017Assets 2018: $909,976Liabilities 2018: $0Net Assets 2018: $909,9762018Assets 2019: $910,620Liabilities 2019: $0Net Assets 2019: $910,6202019Assets 2020: $880,662Liabilities 2020: $0Net Assets 2020: $880,6622020Assets 2021: $963,298Liabilities 2021: $0Net Assets 2021: $963,2982021Assets 2022: $973,576Liabilities 2022: $0Net Assets 2022: $973,5762022Assets 2023: $915,106Liabilities 2023: $0Net Assets 2023: $915,1062023Assets 2024: $879,589Liabilities 2024: $0Net Assets 2024: $879,5892024

Highlighted filing

2018

Assets$909,976
Liabilities$0
Net Assets$909,976
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100KRevenue 2017: $174,835Expenses 2017: $11,153Net Income 2017: $163,6822017Revenue 2018: $85,263Expenses 2018: $15,405Net Income 2018: $69,8582018Revenue 2019: $32,512Expenses 2019: $31,868Net Income 2019: $6442019Revenue 2020: $7,909Expenses 2020: $37,867Net Income 2020: -$29,9582020Revenue 2021: $126,088Expenses 2021: $43,452Net Income 2021: $82,6362021Revenue 2022: $48,284Expenses 2022: $38,006Net Income 2022: $10,2782022Revenue 2023: $29,953Expenses 2023: $88,423Net Income 2023: -$58,4702023Revenue 2024: $45,791Expenses 2024: $81,308Net Income 2024: -$35,5172024

Highlighted filing

2018

Revenue$85,263
Expenses$15,405
Net Income$69,858
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAYLA TOPPPresident-$0--
CONNIE BONTZTreasurer-$0--
ALLEN HARDENDirector-$0--
JOHN BYARDirector-$0--
Filing and Contact Details

Filer

Filer Name
Joel L Gerdes Scholarship Fund
EIN
81-4435021
Phone
8152855186
Address
101 W 1ST ST, DIXON, IL 61021

Signing Officer

Name
Connie Bontz
Title
Treasurer
Phone
8152855186
Signed
2019-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
215 EAST FIRST STREET SUITE 200, DIXON, IL 61021
Preparer
Justin R Van Zuiden CPA
Phone
8153150854
Raw XML Appendix337 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/LocationOfBooksUSAddress/CityNm0DIXON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061021
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08152855186
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDED VARIOUS CONTRIBUTIONS TO ORGANIZATIONS AND INDIVIDUALS IN AN ATTEMPT TO FOSTER EDUCATIONAL GROWTH.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FOR SCHOLARSHIP AWARDS, STUDENTS MUST SEND IN A WRITTEN REQUEST FOR FUNDS ALONG WITH A BRIEF RESUME OF ACADEMIC QUALIFICATIONS. THIS IS USUALLY SUBMITTED VIA A TRANSCRIPT OF GRADES. THE ORGANIZATION THEN REVIEWS THE REQUEST AND WILL AWARD FUNDS TO THE MOST DESERVING CANDIDATES TO ASSIST THE INDIVIDUALS IN PURSUING HIGHER EDUCATION AT A COLLEGE OR UNIVERSITY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CONNIE BONTZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08152855186
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0101 W 1ST ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DIXON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd061021
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07702
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07702
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt024639
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt042497
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032341
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JOEL L GERDES ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O WILLIAM SHIRK 301 E MAIN ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MORRISON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd061270
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt031021
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FIDUCIARY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05590
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1562
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05591
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1562
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11124
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE BONTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08152855186
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOEL L GERDES SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOEL
ReturnHeader/Filer/EIN0814435021
ReturnHeader/Filer/PhoneNum08152855186
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 W 1ST ST
ReturnHeader/Filer/USAddress/CityNm0DIXON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061021
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE17D9E82AB74A2C284E789AADA02F1479E22897
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.123.125.202
ReturnHeader/FilingSecurityInformation/IPDt02019-06-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:48:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 EAST FIRST STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DIXON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061021
ReturnHeader/PreparerPersonGrp/PhoneNum08153150854
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN R VAN ZUIDEN CPA
ReturnHeader/ReturnTs02019-06-13T13:57:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$909,976
Liabilities
$0
Net assets
$909,976
Revenue
$85,263
Expenses
$15,405
Net income
$69,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.46$0.81$0.36
2023Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.30$0.88$0.58
2022Detailed filing. Detailed filing data is available for this year.$9.74$0.00$9.74$0.48$0.38$0.10
2021Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$1.26$0.43$0.83
2020Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.08$0.38$0.30
2019Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.33$0.32$0.01
2018Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.85$0.15$0.70
2017Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$1.75$0.11$1.64