Civic Intelligence

Lyle E and Shirley M Durham Foundation Trust

990PF • Fiscal year 2017 • EIN 27-6392650

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
6801 S 27 StLincoln, NE 68501-2535

(402) 323-1122

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$11,337

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 27.5% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

29th percentile

-2.8%

Faster asset growth than 29% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

43%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$766,568

Down $22,156 (-2.8%) from 2016

Net Assets

Down

$766,568

Down $22,156 (-2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin8th percentile

Revenue

Up

$41,154

Up $12,372 (+43%) from 2016

Expenses

Down

$63,701

Down $231 (-0.4%) from 2016

Net Income

Up

-$22,547

Up $12,603 (+36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.0M$500K$0Assets 2010: $974,174Liabilities 2010: $0Net Assets 2010: $974,1742010Assets 2011: $938,692Liabilities 2011: $0Net Assets 2011: $938,6922011Assets 2012: $909,008Liabilities 2012: $0Net Assets 2012: $909,0082012Assets 2013: $874,258Liabilities 2013: $0Net Assets 2013: $874,2582013Assets 2014: $858,399Liabilities 2014: $0Net Assets 2014: $858,3992014Assets 2015: $823,559Liabilities 2015: $0Net Assets 2015: $823,5592015Assets 2016: $788,724Liabilities 2016: $0Net Assets 2016: $788,7242016Assets 2017: $766,568Liabilities 2017: $0Net Assets 2017: $766,5682017Assets 2018: $745,572Liabilities 2018: $0Net Assets 2018: $745,5722018Assets 2019: $711,156Liabilities 2019: $0Net Assets 2019: $711,1562019Assets 2020: $675,351Liabilities 2020: $0Net Assets 2020: $675,3512020Assets 2021: $649,600Liabilities 2021: $0Net Assets 2021: $649,6002021Assets 2022: $693,681Liabilities 2022: $0Net Assets 2022: $693,6812022Assets 2023: $699,028Liabilities 2023: $0Net Assets 2023: $699,0282023Assets 2024: $739,702Liabilities 2024: $0Net Assets 2024: $739,7022024

Highlighted filing

2017

Assets$766,568
Liabilities$0
Net Assets$766,568
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $19,0692010Expenses 2011: $38,0582011Expenses 2012: $59,1402012Revenue 2013: $25,257Expenses 2013: $59,957Net Income 2013: -$34,7002013Revenue 2014: $45,623Expenses 2014: $61,539Net Income 2014: -$15,9162014Revenue 2015: $29,079Expenses 2015: $63,812Net Income 2015: -$34,7332015Revenue 2016: $28,782Expenses 2016: $63,932Net Income 2016: -$35,1502016Revenue 2017: $41,154Expenses 2017: $63,701Net Income 2017: -$22,5472017Revenue 2018: $44,135Expenses 2018: $65,028Net Income 2018: -$20,8932018Revenue 2019: $29,368Expenses 2019: $63,738Net Income 2019: -$34,3702019Revenue 2020: $27,347Expenses 2020: $64,059Net Income 2020: -$36,7122020Revenue 2021: $39,039Expenses 2021: $65,536Net Income 2021: -$26,4972021Revenue 2022: $116,385Expenses 2022: $72,144Net Income 2022: $44,2412022Revenue 2023: $77,716Expenses 2023: $71,830Net Income 2023: $5,8862023Revenue 2024: $110,298Expenses 2024: $68,907Net Income 2024: $41,3912024

Highlighted filing

2017

Revenue$41,154
Expenses$63,701
Net Income-$22,547
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNION BANK TRUST COMPANYTrustee-$11,337-$11,337
Filing and Contact Details

Filer

Filer Name
Lyle E and Shirley M Durham Foundation
EIN
27-6392650
Phone
4023231122
Address
6801 S 27 ST, LINCOLN, NE 68501-2535

Signing Officer

Name
Julie Hogg
Title
Trust Officer
Phone
4023231122
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Hbe Llp
Address
7140 STEPHANIE LANE PO BOX 23110, LINCOLN, NE 68542-3110
Preparer
Krystal L Siebrandt CPA Cfe Cgma
Phone
4024234343
Raw XML Appendix356 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/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LINCOLN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0685012535
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04023231122
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022979
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22553
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MISSIONARY WORK IN AFRICA AND INDIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TEACHER AND PASTOR SCHOLARSHIPS AND ELEMENTARY EDUCATION PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIPS FOR UNIVERSITY OF NEBRASKA FOOTBALL ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LCMS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TRINITY LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF NEBRASKA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01333 S KIRKWOOD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 S 56TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21010 LINCOLN MALL STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0631227295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268508
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051064
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt051064
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051064
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt051461
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051064
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0391
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt049
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt049
TaxesSchedule/TaxesDetail/Amt0148
TaxesSchedule/TaxesDetail/Amt18
TaxesSchedule/TaxesDetail/CategoryTxt02016 EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0148
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE HOGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04023231122
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYLE E AND SHIRLEY M DURHAM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0276392650
ReturnHeader/Filer/PhoneNum04023231122
ReturnHeader/Filer/USAddress/AddressLine1Txt06801 S 27 ST
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0685012535
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0001E12D88F25D9A06D4C7164F8E43DCF8F88AE6A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0001E12D88F25D9A06D4C7164F8E43DCF8F88AE6A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.229.3.146
ReturnHeader/FilingSecurityInformation/IPDt02018-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:49:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470677245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HBE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07140 STEPHANIE LANE PO BOX 23110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0685423110
ReturnHeader/PreparerPersonGrp/PhoneNum04024234343
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRYSTAL L SIEBRANDT CPA CFE CGMA
ReturnHeader/ReturnTs02018-05-09T14:06:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$766,568
Liabilities
$0
Net assets
$766,568
Revenue
$41,154
Expenses
$63,701
Net income
-$22,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$1.10$0.69$0.41
2023Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.78$0.72$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$1.16$0.72$0.44
2021Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.39$0.66$0.26
2020Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.27$0.64$0.37
2019Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.29$0.64$0.34
2018Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.44$0.65$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.41$0.64$0.23
2016Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.29$0.64$0.35
2015Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.29$0.64$0.35
2014Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.46$0.62$0.16
2013Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.25$0.60$0.35
2012Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.59
2011Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.38
2010Detailed filing. Detailed filing data is available for this year.$9.74$0.00$9.74$0.19