Roetta Bp Tr

EIN 87-6905245 • Gowrie, IA

Pub. 78 EligibleNTEE T23

1001 Walnut StreetGowrie, IA 50543

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

49%

Higher net margin than 72% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

$11,220

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

NTEE T • $1M-$5M nonprofits • Source year 2024

2.4%

Faster asset growth than 51% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

55%

Faster revenue growth than 62% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets76th percentile

Assets

$1,115,106

Up $25,875 (+2.4%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$1,115,106

Up $25,875 (+2.4%) from 2023

Operations

Liabilities / Revenue76th percentile Net Margin72nd percentile

Revenue

$52,810

Up $18,809 (+55%) from 2023

Expenses

Down

$26,935

Down $62,602 (-70%) from 2023

Net Income

$25,875

Up $81,411 (+147%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$1,115,106

Liabilities$0

Net Assets$1,115,106

Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$52,810

Expenses$26,935

Net Income$25,875

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,115,106
Liabilities: $0
Net assets: $1,115,106
Revenue: $52,810
Expenses: $26,935
Net income: $25,875

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.12	$0.00	$1.12	$0.05	$0.03	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$1.09	$0.00	$1.09	$0.03	$0.09	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$1.17	$0.03	$1.14

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 7, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KEVIN M BLACK	Trustee	-	$11,220	-	$11,220

Filing and Contact Details

Filer

Filer Name: Roetta Bp Charitable Trust
EIN: 87-6905245
Phone: 5153517017
Address: 1001 WALNUT STREET, GOWRIE, IA 50543

Signing Officer

Name: Kevin M Black
Title: Trustee
Phone: 5153517017
Signed: 2025-05-07
Discuss with paid preparer: Yes

Preparer

Firm: Brown Winick Graves Gross & Baskerville
Address: 666 GRAND AVENUE SUITE 2000, DES MOINES, IA 50309-2510
Preparer: Christine B Long
Phone: 5152422400

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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt	0	27194
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	11755
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt	0	113701
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt	0	74752
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt	0	27194
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind	0	X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt	0	32750
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	68782
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt	0	32323
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt	0	3709
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1001 WALNUT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	GOWRIE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	50543
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	KEVIN M BLACK TTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5153517017
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/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	NO PARTICULAR FORM OR FORMAT REQUIRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	KEVIN M BLACK TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5153517017
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	1001 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	GOWRIE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	50543
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	THE ROETTA BP CHARITABLE TRUST SHALL, GENERALLY, SERVE THE RESIDENTS OF CALHOUN COUNTY, IOWA FOR PURPOSES OF COMMUNITY ENGAGEMENT, PUBLIC ENJOYMENT AND ENVIRONMENTAL PRESERVATION, WITH THE PURPOSE OF IMPROVING THE QUALITY OF LIFE FOR SAID RESIDENTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
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
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	BROWN WINICK LAW FIRM
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	3850
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	3920
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	CHARITABLE USE REAL PROPERTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	5700
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	5700
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FSA 2020 ESTATE PAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	111
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	3354
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	AMERIPRISE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	2	0
TaxesSchedule/TaxesDetail/Amt	0	2205
TaxesSchedule/TaxesDetail/Amt	1	64
TaxesSchedule/TaxesDetail/Amt	2	472
TaxesSchedule/TaxesDetail/CategoryTxt	0	CALHOUN COUNTY REAL ESTATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	2	EXCISE TAX PAID WITH 2023 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	2205
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	64
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEVIN M BLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5153517017
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROETTA BP CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ROET
ReturnHeader/Filer/EIN	0	876905245
ReturnHeader/Filer/PhoneNum	0	5153517017
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1001 WALNUT STREET
ReturnHeader/Filer/USAddress/CityNm	0	GOWRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	50543
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	420704554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BROWN WINICK GRAVES GROSS & BASKERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	666 GRAND AVENUE SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	503092510
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5152422400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHRISTINE B LONG
ReturnHeader/ReturnTs	0	2025-05-13T09:39:43-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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