Civic Intelligence

Keith Kerkhoff Charitable Trust

990PF • Fiscal year 2022 • EIN 87-6659489

Jan 01, 2022 to Dec 31, 2022 • Filed on May 23, 2023

Organization Profile
510 W US Hwy 30Carroll, IA 51401

(712) 792-9772

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

79th percentile

$718

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

85th percentile

42%

Faster asset growth than 85% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-60%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$74,053

Up $21,748 (+42%) from 2021

Net Assets

Up

$74,053

Up $21,748 (+42%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Down

$22,465

Down $33,047 (-60%) from 2021

Expenses

Down

$718

Down $2,489 (-78%) from 2021

Net Income

Down

$21,747

Down $30,558 (-58%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$80K$60K$40K$20K$0Assets 2021: $52,305Liabilities 2021: $0Net Assets 2021: $52,3052021Assets 2022: $74,053Liabilities 2022: $0Net Assets 2022: $74,0532022Assets 2023: $69,001Liabilities 2023: $12023Assets 2024: $64,784Liabilities 2024: $0Net Assets 2024: $64,7842024

Highlighted filing

2022

Assets$74,053
Liabilities$0
Net Assets$74,053
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$60K$40K$20K$0-$20KRevenue 2021: $55,512Expenses 2021: $3,207Net Income 2021: $52,3052021Revenue 2022: $22,465Expenses 2022: $718Net Income 2022: $21,7472022Revenue 2023: $1,666Expenses 2023: $6,717Net Income 2023: -$5,0512023Revenue 2024: $1,650Expenses 2024: $5,867Net Income 2024: -$4,2172024

Highlighted filing

2022

Revenue$22,465
Expenses$718
Net Income$21,747
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 23, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IOWA SAVINGS BANKTrustee-$718-$718
Filing and Contact Details

Filer

Filer Name
Keith Kerkhoff Charitable Trust
EIN
87-6659489
Phone
7127929772
Address
510 W US HWY 30, CARROLL, IA 51401

Signing Officer

Name
Michel Nelson
Title
SVP
Signed
2023-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Neu Minnich & Comito PC
Address
721 N Main, Carroll, IA 51401
Preparer
Frank J Comito
Phone
7127923508
Raw XML Appendix191 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.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02022-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc03189.28 BU OF CORM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt022325
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt022325
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt032
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02022-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-32
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-32
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0172
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0140
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0718
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0718
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt022325
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt021747
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt022325
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-32
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022465
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0718
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0718
IRS990PF/ApplicationPendingInd0X
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021747
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt074053
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt052305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt074053
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03539
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03539
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03539
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt052305
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt074053
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt052305
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt074053
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt052305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt074053
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt052305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt074053
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt052305
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt074053
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt071853
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt071853
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01078
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03539
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt070775
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt071853
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IOWA SAVINGS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0510 W US HWY 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CARROLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd051401
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0510 W US HWY 30
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARROLL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0IOWA SAVINGS BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum07127929772
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt03539
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0108
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03539
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0108
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KEITH KERKHOFF
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03390 380TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MANILLA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd051454
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt022325
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt022325
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,189.28 BU OF CORN
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHEL NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEITH KERKHOFF CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KEIT
ReturnHeader/Filer/EIN0876659489
ReturnHeader/Filer/PhoneNum07127929772
ReturnHeader/Filer/USAddress/AddressLine1Txt0510 W US HWY 30
ReturnHeader/Filer/USAddress/CityNm0CARROLL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421306208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Neu Minnich & Comito PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0721 N Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carroll
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051401
ReturnHeader/PreparerPersonGrp/PhoneNum07127923508
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK J COMITO
ReturnHeader/ReturnTs02023-05-23T07:32:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELSOMN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,053
Liabilities
$0
Net assets
$74,053
Revenue
$22,465
Expenses
$718
Net income
$21,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$64.8$0.00$64.8$1.65$5.87$4.22
2023Summary only. Only limited summary data is available for this year.$69.0$0.00$1.67$6.72$5.05
2022Detailed filing. Detailed filing data is available for this year.$74.1$0.00$74.1$22.5$0.72$21.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.3$0.00$52.3$55.5$3.21$52.3