Civic Intelligence

Joel L Gerdes Scholarship Fund

990PF • Fiscal year 2019 • EIN 81-4435021

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$910,620

Up $644 (+0.1%) from 2018

Net Assets

Up

$910,620

Up $644 (+0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin47th percentile

Revenue

Down

$32,512

Down $52,751 (-62%) from 2018

Expenses

Up

$31,868

Up $16,463 (+107%) from 2018

Net Income

Down

$644

Down $69,214 (-99%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2019

Assets$910,620
Liabilities$0
Net Assets$910,620
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$32,512
Expenses$31,868
Net Income$644
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th 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
2020-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
215 E FIRST STREET SUITE 200, DIXON, IL 61021
Preparer
Justin R Van Zuiden CPA
Phone
8153150854
Raw XML Appendix334 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/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/Expenses1Amt010000
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/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ETHAN EDMONDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BROOKLYN LINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0303 W 13TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120970 LUTHER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STERLING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STERLING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161081
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToYear1Amt020933
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt024639
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020933
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt024639
IRS990PF/UndistributedIncomeGrp/Taxable2Amt021564
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt024639
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt044734
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt042497
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FIDUCIARY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05752
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14331
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05753
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14332
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011505
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18663
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE BONTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08152855186
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
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/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 E FIRST STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DIXON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061021
ReturnHeader/PreparerPersonGrp/PhoneNum08153150854
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN R VAN ZUIDEN CPA
ReturnHeader/ReturnTs02020-05-15T08:02:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$910,620
Liabilities
$0
Net assets
$910,620
Revenue
$32,512
Expenses
$31,868
Net income
$644
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