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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 42-6052774

RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA

Tax-exempt · SIOUX CITY, IA 51102

Financials

$17K$17K2023$22K$17K2024$32K$17K2025
Revenue Expenses · by fiscal year end
Financials of RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$32,055$16,647$15,408$298,466–$298,466
December 31, 2024990-EZ$22,157$16,921$5,236$283,030–$283,030
December 31, 2023990-EZ$16,834$16,925-$91$277,893–$277,893
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$12,432
Net gain from sales of assets
$19,623

Expenses

Grants and similar amounts paid
$12,806
Compensation of officers, directors and key employees
$2,868
Professional fees and payments to contractors
$3,658
Other expenses
$183
Program services (functional)
$12,806

Balance sheet and other

Total assets, start of year
$283,030
Total assets, end of year
$298,466
Total liabilities, end of year
–
Net assets, end of year
$298,466
Cash, savings and investments
$298,466
Gross receipts
$78,673

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SECURITY NATIONAL BANKTRUSTEE1$2,868
990-EZ for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
SECURITY NATIONAL BANKTRUSTEE1$2,732
990-EZ for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
SECURITY NATIONAL BANKTRUSTEE1$2,500

Address and contacts

Address (IRS master file)
PO BOX 147, SIOUX CITY, IA 51102-0147
In care of
% SECURITY NATL BANK
Signed the 990-EZ
KELLI BLAIR, TAX ADMINISTRATOR
Phone
(712) 277-6586
Return prepared by
Nichols Rise & Co LLP

Mission

COLLEGE MUSIC SCHOLARSHIPS

990-EZ for the year ended December 31, 2025

Program accomplishments

  • SCHOLARSHIPS PROVIDED TO STUDENTS OF THE UNIVERSITY OFSOUTH DAKOTA MUSIC PROGRAM
    Expenses $12,806 · grants $12,806

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
42-6052774
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1957
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$298,466
Income (IRS master file)
$78,673

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$32,055$16,647$298,466IRS
990-EZDecember 2024$22,157$16,921$283,030IRS
990-EZDecember 2023$16,834$16,925$277,893XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6052774).

Questions about RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA

What is the EIN of RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA?
The employer identification number (EIN) of RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA is 42-6052774.
Is RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA?
The 990-EZ for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,868 (SECURITY NATIONAL BANK, TRUSTEE).
How much revenue does RONALD OAKLEY BARKL MEMORIAL SCHOLARSHIP TRUST SECURITY NATL BA have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $32,055, expenses of $16,647 and total assets of $298,466 at year end.

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