Civic Intelligence

Marianna Inc

990 • Fiscal year 2018 • EIN 23-7210832

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

2959 Bluff RdCedar Bluff Rd, NE 68015-3214

(402) 628-5845

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$3,906,927

Up $134,106 (+3.6%) from 2017

Net Assets

Up

$3,906,927

Up $134,106 (+3.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$236,128

Down $90,987 (-28%) from 2017

Expenses

Up

$121,886

Up $7,766 (+6.8%) from 2017

Net Income

Down

$114,242

Down $98,753 (-46%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $2,364,429Liabilities 2012: $598Net Assets 2012: $2,363,8312012Assets 2014: $3,362,773Liabilities 2014: $0Net Assets 2014: $3,362,7732014Assets 2015: $3,465,413Liabilities 2015: $0Net Assets 2015: $3,465,4132015Assets 2016: $3,418,115Liabilities 2016: $0Net Assets 2016: $3,418,1152016Assets 2017: $3,772,821Liabilities 2017: $0Net Assets 2017: $3,772,8212017Assets 2018: $3,906,927Liabilities 2018: $0Net Assets 2018: $3,906,9272018Assets 2019: $3,987,514Liabilities 2019: $0Net Assets 2019: $3,987,5142019Assets 2020: $3,879,036Liabilities 2020: $0Net Assets 2020: $3,879,0362020Assets 2021: $4,459,359Liabilities 2021: $0Net Assets 2021: $4,459,3592021Assets 2022: $4,273,877Liabilities 2022: $0Net Assets 2022: $4,273,8772022Assets 2023: $4,935,428Liabilities 2023: $0Net Assets 2023: $4,935,4282023Assets 2024: $5,152,469Liabilities 2024: $0Net Assets 2024: $5,152,4692024Assets 2025: $5,360,938Liabilities 2025: $0Net Assets 2025: $5,360,9382025

Highlighted filing

2018

Assets$3,906,927
Liabilities$0
Net Assets$3,906,927

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $133,0682012Revenue 2014: $143,651Expenses 2014: $115,775Net Income 2014: $27,8762014Revenue 2015: $201,686Expenses 2015: $115,489Net Income 2015: $86,1972015Revenue 2016: $161,027Expenses 2016: $115,758Net Income 2016: $45,2692016Revenue 2017: $327,115Expenses 2017: $114,120Net Income 2017: $212,9952017Revenue 2018: $236,128Expenses 2018: $121,886Net Income 2018: $114,2422018Revenue 2019: $156,554Expenses 2019: $123,715Net Income 2019: $32,8392019Revenue 2020: $155,827Expenses 2020: $123,718Net Income 2020: $32,1092020Revenue 2021: $316,506Expenses 2021: $125,731Net Income 2021: $190,7752021Revenue 2022: $280,467Expenses 2022: $146,555Net Income 2022: $133,9122022Revenue 2023: $1,024,120Expenses 2023: $410,208Net Income 2023: $613,9122023Revenue 2024: $100,617Expenses 2024: $121,319Net Income 2024: -$20,7022024Revenue 2025: $162,927Expenses 2025: $183,866Net Income 2025: -$20,9392025

Highlighted filing

2018

Revenue$236,128
Expenses$121,886
Net Income$114,242
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$480,933
Mission and Program Overview

Mission

Catholic priest retirement village

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,772,821$3,906,927▲ $134,106
Investments in Publicly Traded Securities$2,037,867$2,126,768▲ $88,901
Land, Buildings, and Equipment, Net$1,573,758$1,617,389▲ $43,631
Accounts Receivable$121,583$124,809▲ $3,226
Savings and Temporary Cash Investments$17,820$21,649▲ $3,829
Cash and Non-Interest-Bearing Accounts$21,793$16,312▼ $5,481
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,772,821$3,906,927▲ $134,106
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,772,821$3,906,927▲ $134,106
Total Liabilities and Net Assets / Fund Balance$3,772,821$3,906,927▲ $134,106

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$756,994$660,229$1,417,223
Land$848,380-$848,380
Equipment$12,015$60,395$72,410

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,719,387$4,522▲ $137,368$61,770$1,799,507
2016$1,596,703$5,297▲ $180,332$62,945$1,719,387
2015$1,586,735$25,863▲ $60,770$76,665$1,596,703
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$73,320
Program Service Revenue
$0
Investment Income
$146,274
Other Revenue
$16,534
All Other Contributions
$73,320
Change in Net Assets
$114,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,165
Salaries, Compensation, and Employee Benefits$45,546
Grants and Similar Amounts Paid$175
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$42,309--$42,309
Depreciation Depletion$29,349--$29,349
Insurance$21,870--$21,870
Fees for Service Investment Mgmnt Fees-$8,662-$8,662
Occupancy$4,639$515-$5,154
Payroll Taxes$3,237--$3,237
Fees for Services Accounting$525$1,225-$1,750
Other Expenses$440$501-$440
All Other Expenses$350--$350
Grants to Domestic Orgs$175--$175
Office Expenses-$86-$86
Total Functional Expenses$110,897$10,989$0$121,886
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Line 11b explanation - form 990 will be reviewed by board treasurer prior to signing and filing

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are not available to the public.

Filing and Contact Details

Filer

Filer Name
Marianna Inc
EIN
23-7210832
Phone
4026285845
Address
2959 BLUFF RD, CEDAR BLUFF RD, NE 68015-3214

Signing Officer

Name
Rev Christopher Kubat
Title
Treasurer
Phone
4026285845
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Christopher Kubat
Formed
1973
Legal Domicile
Ne
Voting Board Members
5
Independent Board Members
0
Employees
2
Volunteers
0

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Deyna C Rouse
Phone
4024968800
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MARIANNA, INC.'S SUPPORT OF ITS SUPPORTED ORGANIZATION, THE CATHOLIC ARCHBISHOP OF OMAHA, D.B.A. ARCHDIOCESE OF OMAHA (ARCHDIOCESE), DOES NOT COME IN THE FORM OF DIRECT FINANCIAL CONTRIBUTIONS. SPECIFICALLY, MARIANNA, INC. PROVIDES RETIREMENT HOUSING AND RELIGIOUS RETREAT OPPORTUNITIES FOR PRIESTS OF THE ARCHDIOCESE. SINCE THE ARCHDIOCESE HAS AN OBLIGATION TO ASSIST IN THE CARE OF ITS RETIRED CLERGY, MARIANNA, INC. ASSISTS THE ARCHDIOCESE IN THAT REGARD. THUS, THOSE WHO ARE PRIESTS WHO RESIDE AT MARIANNA, INC. ARE LESS RELIANT ON SUBSIDIES/SUPPORT FROM THE ARCHDIOCESE. IN ADDITION, MARIANNA, INC. HAS RENOVATED ITS COMMON "CENTER" BUILDING AND IS ABLE TO HOUSE A GUEST PRIEST IN THE ARCHDIOCESE OVERNIGHT FOR A RETREAT OR A PERIOD OF REST/RECREATION AT NO COST TO THE PRIEST. MARIANNA, INC. HAS NOTIFIED THE PRIESTS AND DIOCESES OF OMAHA AND LINCOLN NEBRASKA OF THIS COMMON "CENTER" BUILDING BEING MADE AVAILABLE. TWICE PER YEAR, MARIANNA, INC. HOSTS 6 LAY MISSIONARIES WHO WORK FOR THE ARCHDIOCESE AT COLLEGE CAMPUSES IN OMAHA, NEBRASKA FOR A RETREAT AND REFLECTIONS. MARIANNA, INC. ALSO HOSTS PRIESTS' PRAYER/SUPPORT GROUPS FOR THEIR MONTHLY DAYS OF PRAYER AND REFLECTION. RETIRED PRIESTS WHO ARE MEMBERS OF MARIANNA, INC. ALSO ASSIST ACTIVE OMAHA PRIESTS WITH RELIGIOUS SERVICES BY SUBSTITUTING FOR THOSE ACTIVE PRIESTS WHEN THEY ARE ABSENT. FINALLY, MARIANNA, INC. HOSTS AN ANNUAL COOKOUT FOR AN ARCHDIOCESAN BRANCH OF THE KNIGHTS OF COLUMBUS, A CATHOLIC LAY FRATERNAL ORGANIZATION FOR MEN. ALL OF THE ABOVE ARE WAYS IN WHICH MARIANNA, INC. SUPPORTS THE ARCHDIOCESE IN FULFILLING ITS RELIGIOUS MISSIONS WITHOUT MAKING DIRECT FINANCIAL CONTRIBUTIONS TO THE ARCHDIOCESE.
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0470376538
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE CATHOLIC ARCHBISHOP OF OMAHA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0756994
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0660229
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01417223
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01719387
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt04522
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01799507
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0137368
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt061770
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01596703
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01719387
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0180332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt062945
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01586735
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt025863
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01596703
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060770
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt076665
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt012015
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060395
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072410
IRS990ScheduleD/LandGrp/BookValueAmt0848380
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0848380
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01617389
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - FORM 990 WILL BE REVIEWED BY BOARD TREASURER PRIOR TO SIGNING AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03772821
IRS990/TotalAssetsEOYAmt03906927
IRS990/TotalAssetsGrp/BOYAmt03772821
IRS990/TotalAssetsGrp/EOYAmt03906927
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt073320
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010989
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110897
IRS990/TotalFunctionalExpensesGrp/TotalAmt0121886
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03772821
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03906927
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0110897
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0162808
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236128
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03772821
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03906927
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02959 BLUFF RD
IRS990/USAddress/CityNm0CEDAR BLUFF RD
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd0680153214
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REV CHRISTOPHER KUBAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04026285845
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIANNA INC
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0237210832
ReturnHeader/Filer/PhoneNum04026285845
ReturnHeader/Filer/USAddress/AddressLine1Txt02959 BLUFF RD
ReturnHeader/Filer/USAddress/CityNm0CEDAR BLUFF RD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0680153214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CBC8D15CF66EEFC4A8AD646678EF531BD1D0FB9A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04E7B5C594BFE66308ABBB9FDC4E5169FE9E7F654
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.51.217.130
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:02:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470625816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013616 CALIFORNIA ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681545336
ReturnHeader/PreparerPersonGrp/PhoneNum04024968800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEYNA C ROUSE
ReturnHeader/ReturnTs02018-11-05T14:09:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.00$5.36$0.16$0.18$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.10$0.12$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.00$4.94$1.02$0.41$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.00$4.27$0.28$0.15$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$0.00$4.46$0.32$0.13$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$0.16$0.12$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.16$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.24$0.12$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.33$0.11$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.16$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.20$0.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.14$0.12$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.00$2.36$0.13
Peer Organizations

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