Civic Intelligence

Lyle E and Shirley M Durham Foundation Trust

990PF • Fiscal year 2019 • EIN 27-6392650

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 01, 2020

6801 S 27 StLincoln, NE 68501-2535

(402) 323-1825

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

5th percentile

-117%

Higher net margin than 5% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$11,311

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 38.5% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

23rd percentile

-4.6%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$711,156

Down $34,416 (-4.6%) from 2018

Net Assets

Down

$711,156

Down $34,416 (-4.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$29,368

Down $14,767 (-33%) from 2018

Expenses

Down

$63,738

Down $1,290 (-2.0%) from 2018

Net Income

Down

-$34,370

Down $13,477 (-65%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$711,156
Liabilities$0
Net Assets$711,156

Operations Trend

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

2019

Revenue$29,368
Expenses$63,738
Net Income-$34,370
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 1, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNION BANK TRUST COMPANYTrustee-$11,311-$11,311
Filing and Contact Details

Filer

Filer Name
Lyle E and Shirley M Durham Foundation
EIN
27-6392650
Phone
4023231825
Address
6801 S 27 ST, LINCOLN, NE 68501-2535

Signing Officer

Name
Michael Henkenius
Title
Trust Officer
Phone
4023231274
Signed
2020-06-01
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 Appendix360 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SECTION 1256 CONTRACTS AND STRADDLES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PUBLICLY TRADED SECURITIES #14129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PUBLICLY TRADED SECURITIES #14128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAINS DIVIDENDS
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01051952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt051242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.246587
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt051062
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt051242
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0180
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt051242
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06801 S 27 ST
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/PhoneNum04023231825
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/Amt023060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22562
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/TotalGrantOrContriPdDurYrAmt051242
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/AppliedToCurrentYearAmt03
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt051239
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051242
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt051492
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051239
OtherDecreasesSchedule/OtherDecreasesDetail/Amt046
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt040
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt040
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL HENKENIUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04023231274
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYLE E AND SHIRLEY M DURHAM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0276392650
ReturnHeader/Filer/PhoneNum04023231825
ReturnHeader/Filer/USAddress/AddressLine1Txt06801 S 27 ST
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0685012535
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/PreparationDt02020-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRYSTAL L SIEBRANDT CPA CFE CGMA
ReturnHeader/ReturnTs02020-06-01T10:49:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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