Joel L Gerdes Scholarship Fund

990PF • Fiscal year 2020 • EIN 81-4435021

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

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.

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

-379%

Higher net margin than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

-3.3%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

-76%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets38th percentile

Assets

Down

$880,662

Down $29,958 (-3.3%) from 2019

Net Assets

Down

$880,662

Down $29,958 (-3.3%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin3rd percentile

Revenue

Down

$7,909

Down $24,603 (-76%) from 2019

Expenses

$37,867

Up $5,999 (+19%) from 2019

Net Income

Down

-$29,958

Down $30,602 (-4752%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

Highlighted filing

2020

Assets$880,662

Liabilities$0

Net Assets$880,662

Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2020

Revenue$7,909

Expenses$37,867

Net Income-$29,958

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 7, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GAYLA TOPP	President	-	$0	-	-
CONNIE BONTZ	Treasurer	-	$0	-	-
ALLEN HARDEN	Director	-	$0	-	-
JOHN BYAR	Director	-	$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: 2021-05-07
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

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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/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8152855186
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	PROVIDED VARIOUS CONTRIBUTIONS TO ORGANIZATIONS AND INDIVIDUALS IN AN ATTEMPT TO FOSTER EDUCATIONAL GROWTH.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	10000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	FOR 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/RecipientEmailAddressTxt	0	[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	CONNIE BONTZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8152855186
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	101 W 1ST ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	DIXON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	61021
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SAUK VALLEY COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	173 ILLINOIS RTE 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	DIXON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	61021
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	10000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	30703
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	49380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	46203
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	30703
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	46203
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	14031
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	46203
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	49380
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	44734
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FIDUCIARY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	11840
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	7163
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	7164
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	11840
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	14327
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CONNIE BONTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8152855186
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JOEL L GERDES SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	JOEL
ReturnHeader/Filer/EIN	0	814435021
ReturnHeader/Filer/PhoneNum	0	8152855186
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	101 W 1ST ST
ReturnHeader/Filer/USAddress/CityNm	0	DIXON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	61021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	215 E FIRST STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DIXON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	61021
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8153150854
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JUSTIN R VAN ZUIDEN CPA
ReturnHeader/ReturnTs	0	2021-05-17T15:14:01-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	CONNIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BONTZ
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $880,662
Liabilities: $0
Net assets: $880,662
Revenue: $7,909
Expenses: $37,867
Net income: -$29,958

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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