Civic Intelligence

Sarah L Beatty Tr

EIN 99-6463846 • Iowa City, IA

102 S Clinton StIowa City, IA 52240
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$278,062

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$278,062

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin98th percentile

Revenue

$279,766

No earlier filing loaded for comparison.

Expenses

$1,704

No earlier filing loaded for comparison.

Net Income

$278,062

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2024: $278,062Liabilities 2024: $0Net Assets 2024: $278,0622024

Highlighted filing

2024

Assets$278,062
Liabilities$0
Net Assets$278,062
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2024: $279,766Expenses 2024: $1,704Net Income 2024: $278,0622024

Highlighted filing

2024

Revenue$279,766
Expenses$1,704
Net Income$278,062
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$278,062
Liabilities
$0
Net assets
$278,062
Revenue
$279,766
Expenses
$1,704
Net income
$278,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$2.80$0.02$2.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 27, 2024 to Dec 31, 2024
Signed
Dec 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDWESTONE BANKTrustess-$0--
Filing and Contact Details

Filer

Filer Name
Sarah L Beatty Tr
EIN
99-6463846
Phone
3192485143
Address
102 S CLINTON ST, IOWA CITY, IA 52240

Signing Officer

Name
Erin Burke
Title
Trust Officer
Phone
3192485143
Signed
2025-12-24
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
600 3RD AVENUE SE SUITE 300, CEDAR RAPIDS, IA 52401
Preparer
David Little
Phone
3193632697
Raw XML Appendix257 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE CHARITABLE TRUST WILL AWARD EDUCATIONAL SCHOLARSHIPS AND CHARITABLE GRANT DISTRIBUTIONS.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT APPLICATIONS AND SCHOLARSHIP APPLICATIONS WILL CONFIRM THE ELIGIBILITY OF APPLICANTS. THE APPLICATIONS WILL BE AVAILABLE ON THE TRUSTEE MIDWESTONE BANK'S WEBSITE, AND ALL APPLICATIONS WILL BE SUBMITTED TO TRUSTEE FOR REVIEW AND DECISION BY THE COMMITTEE. ADDITIONALLY, SCHOLARSHIP APPLICATIONS WILL BE PROVIDED TO LOCAL HIGH SCHOOLS AND COLLEGES. GRANT APPLICATIONS WILL BE PROVIDED TO LOCAL COUNTY OFFICIALS AND KNOWN CHARITABLE ENTITIES WITHIN THE KEOKUK COUNTY, IOWA.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-24
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ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0996463846
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 3RD AVENUE SE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052401
ReturnHeader/PreparerPersonGrp/PhoneNum03193632697
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LITTLE
ReturnHeader/ReturnTs02026-01-13T09:20:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-27
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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