Civic Intelligence

Roetta Bp Tr

990PF • Fiscal year 2022 • EIN 87-6905245

Aug 29, 2022 to Dec 31, 2022 • Filed on Nov 28, 2023

Organization Profile
1001 Walnut StreetGowrie, IA 50543

(515) 352-3111

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.00x

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

97%

Higher net margin than 92% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

$1,144,100

No earlier filing loaded for comparison.

Net Assets

$1,144,100

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin92nd percentile

Revenue

$1,174,016

No earlier filing loaded for comparison.

Expenses

$29,916

No earlier filing loaded for comparison.

Net Income

$1,144,100

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.

$1.5M$1.0M$500K$0Assets 2022: $1,144,100Liabilities 2022: $0Net Assets 2022: $1,144,1002022Assets 2023: $1,089,231Liabilities 2023: $0Net Assets 2023: $1,089,2312023Assets 2024: $1,115,106Liabilities 2024: $0Net Assets 2024: $1,115,1062024

Highlighted filing

2022

Assets$1,144,100
Liabilities$0
Net Assets$1,144,100
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $1,174,016Expenses 2022: $29,916Net Income 2022: $1,144,1002022Revenue 2023: $34,001Expenses 2023: $89,537Net Income 2023: -$55,5362023Revenue 2024: $52,810Expenses 2024: $26,935Net Income 2024: $25,8752024

Highlighted filing

2022

Revenue$1,174,016
Expenses$29,916
Net Income$1,144,100
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 29, 2022 to Dec 31, 2022
Signed
Nov 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN M BLACKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roetta Bp Charitable Trust
EIN
87-6905245
Phone
5153523111
Address
1001 WALNUT STREET, GOWRIE, IA 50543

Signing Officer

Name
Kevin M Black
Title
Trustee
Phone
5153523111
Signed
2023-11-28
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
Raw XML Appendix297 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE 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.
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc07.878 ACRES, WITH BARN AND STUDIO BUILDINGS, LOCATED IN CALHOUN COUNTY, IA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-08-28
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BRADSHAW LAW FIRM
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt026180
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt026180
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REAL PROPERTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02700
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01014
TaxesSchedule/TaxesDetail/CategoryTxt0CALHOUN COUNTY REAL ESTATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01014
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN M BLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05153523111
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROETTA BP CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROET
ReturnHeader/Filer/EIN0876905245
ReturnHeader/Filer/PhoneNum05153523111
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 WALNUT STREET
ReturnHeader/Filer/USAddress/CityNm0GOWRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050543
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420704554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN WINICK GRAVES GROSS & BASKERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 GRAND AVENUE SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503092510
ReturnHeader/PreparerPersonGrp/PhoneNum05152422400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE B LONG
ReturnHeader/ReturnTs02023-11-28T17:14:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLACK
ReturnHeader/TaxPeriodBeginDt02022-08-29
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$1,144,100
Liabilities
$0
Net assets
$1,144,100
Revenue
$1,174,016
Expenses
$29,916
Net income
$1,144,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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