Civic Intelligence

Stuart D Nevermann Charitable Trust

990PF • Fiscal year 2021 • EIN 86-3965471

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
2601 4th St 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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$3,694

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

$719,966

No earlier filing loaded for comparison.

Net Assets

$719,966

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin99th percentile

Revenue

$723,660

No earlier filing loaded for comparison.

Expenses

$3,694

No earlier filing loaded for comparison.

Net Income

$719,966

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.

$800K$600K$400K$200K$0Assets 2021: $719,966Liabilities 2021: $1Net Assets 2021: $719,9662021Assets 2022: $729,919Liabilities 2022: $1Net Assets 2022: $729,9192022Assets 2023: $646,954Liabilities 2023: $1Net Assets 2023: $646,9542023Assets 2024: $628,659Liabilities 2024: $0Net Assets 2024: $628,6592024

Highlighted filing

2021

Assets$719,966
Liabilities$1
Net Assets$719,966
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2021: $723,660Expenses 2021: $3,694Net Income 2021: $719,9662021Revenue 2022: $35,485Expenses 2022: $25,532Net Income 2022: $9,9532022Revenue 2023: -$47,540Expenses 2023: $35,425Net Income 2023: -$82,9652023Revenue 2024: $18,998Expenses 2024: $37,293Net Income 2024: -$18,2952024

Highlighted filing

2021

Revenue$723,660
Expenses$3,694
Net Income$719,966
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$3,694-$3,694
Filing and Contact Details

Filer

Filer Name
Stuart D Nevermann Charitable Trust
EIN
86-3965471
Phone
6414221600
Address
2601 4TH ST SW, MASON CITY, IA 50401

Signing Officer

Name
Roberta Cornelius
Title
Trust Officer
Phone
6414221600
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Laird Law Firm Plc
Address
11 4TH ST NE, MASON CITY, IA 50401
Preparer
Jonathan Kiss
Phone
6414235154
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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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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02021-12-31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$719,966
Liabilities
$1
Net assets
$719,966
Revenue
$723,660
Expenses
$3,694
Net income
$719,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.19$0.37$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.48$0.35$0.83
2022Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.35$0.26$0.10
2021Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$7.24$0.04$7.20