Civic Intelligence

Mary F Tous Charitable Foundation

EIN 20-6092468 • Lincoln, NE

c/o Sean D White 233 S 13th StLincoln, NE 68508-2095
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

40%

Higher net margin than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$36,433

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

4.7%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

47th percentile

6.5%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$3,404,449

Up $152,050 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,404,449

Up $152,050 (+4.7%) from 2023

Revenue

Up

$375,787

Up $22,874 (+6.5%) from 2023

Expenses

Up

$224,955

Up $35,999 (+19%) from 2023

Net Income

Down

$150,832

Down $13,125 (-8.0%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,958,102Liabilities 2011: $02011Assets 2012: $2,904,237Liabilities 2012: $02012Assets 2013: $2,988,362Liabilities 2013: $02013Assets 2014: $3,031,732Liabilities 2014: $02014Assets 2015: $3,036,069Liabilities 2015: $02015Assets 2019: $3,087,838Liabilities 2019: $02019Assets 2020: $3,038,792Liabilities 2020: $0Net Assets 2020: $3,038,7922020Assets 2021: $3,184,984Liabilities 2021: $0Net Assets 2021: $3,184,9842021Assets 2022: $3,091,331Liabilities 2022: $0Net Assets 2022: $3,091,3312022Assets 2023: $3,252,399Liabilities 2023: $0Net Assets 2023: $3,252,3992023Assets 2024: $3,404,449Liabilities 2024: $0Net Assets 2024: $3,404,4492024

Highlighted filing

2024

Assets$3,404,449
Liabilities$0
Net Assets$3,404,449

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $152,997Expenses 2011: $166,534Net Income 2011: -$13,5372011Revenue 2012: $89,502Expenses 2012: $149,721Net Income 2012: -$60,2192012Revenue 2013: $251,386Expenses 2013: $170,743Net Income 2013: $80,6432013Revenue 2014: $243,604Expenses 2014: $199,317Net Income 2014: $44,2872014Revenue 2015: $201,646Expenses 2015: $197,063Net Income 2015: $4,5832015Revenue 2019: $100,655Expenses 2019: $191,008Net Income 2019: -$90,3532019Revenue 2020: $157,003Expenses 2020: $207,199Net Income 2020: -$50,1962020Revenue 2021: $366,587Expenses 2021: $220,909Net Income 2021: $145,6782021Revenue 2022: $138,324Expenses 2022: $229,782Net Income 2022: -$91,4582022Revenue 2023: $352,913Expenses 2023: $188,956Net Income 2023: $163,9572023Revenue 2024: $375,787Expenses 2024: $224,955Net Income 2024: $150,8322024

Highlighted filing

2024

Revenue$375,787
Expenses$224,955
Net Income$150,832

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 18, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$36,433-$36,433
Wanda MargetAdvisor-$1,500-$1,500
Derek BetkaAdvisor-$1,500-$1,500
Christian A GangstadAdvisor-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Mary F Tous Charitable Foundation
EIN
20-6092468
Phone
4024746900
Address
c/o Sean D White 233 S 13th St, Lincoln, NE 68508-2095

Signing Officer

Name
Andrew J Kafka
Title
Vice Pres & Trust Officer
Phone
4024746900
Signed
2025-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Cline Williams Wright Johnson & Oldfather LLP
Address
233 S 13th St 1900 US Bank Building, Lincoln, NE 68508
Preparer
Sean D White
Phone
4024746900
Raw XML Appendix365 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/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt0PO Box 82535
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lincoln
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0685012535
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Union Bank & Trust Company Trustee
IRS990PF/StatementsRegardingActyGrp/PhoneNum04023231828
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0164864
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Refer toAttached Exhibit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Refer to attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Refer toAttachedExhi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Exhibit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lincoln
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt0968
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt010278
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0191105
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0203478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt010278
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0202351
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt010278
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0202510
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0191105
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Cline Williams Law Firm legal services
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02694
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03592
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0898
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bond premium amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0893
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0893
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Unrecaptured Sec 1250 gain
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Sec 897 cap gain distributions
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Long term cap gain dividends
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt054
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt150
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt22
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt054
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt150
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt22
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01218
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Book value adjustment
TaxesSchedule/TaxesDetail/Amt0424
TaxesSchedule/TaxesDetail/Amt1888
TaxesSchedule/TaxesDetail/Amt2536
TaxesSchedule/TaxesDetail/Amt34871
TaxesSchedule/TaxesDetail/Amt43083
TaxesSchedule/TaxesDetail/Amt54871
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax - Qual Div
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes - nonqualified
TaxesSchedule/TaxesDetail/CategoryTxt32023 excise tax
TaxesSchedule/TaxesDetail/CategoryTxt4Excise tax on 2022 undis. income
TaxesSchedule/TaxesDetail/CategoryTxt52024 estimated taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0424
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1888
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2536
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt34871
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt43083
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt54871
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew J Kafka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice Pres & Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum04024746900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary F Tous Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0206092468
ReturnHeader/Filer/PhoneNum04024746900
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Sean D White 233 S 13th St
ReturnHeader/Filer/USAddress/CityNm0Lincoln
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0685082095
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470382823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cline Williams Wright Johnson & Oldfather LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0233 S 13th St 1900 US Bank Building
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lincoln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068508
ReturnHeader/PreparerPersonGrp/PhoneNum04024746900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sean D White
ReturnHeader/ReturnTs02025-05-09T11:23:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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