Civic Intelligence

Security National Bank Charitable Foundation Inc.

990PF • Fiscal year 2013 • EIN 36-4063036

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
PO Box 14751102-0147

(712) 277-6586

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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

$887,526

No earlier filing loaded for comparison.

Net Assets

$887,526

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin77th percentile

Revenue

$330,459

No earlier filing loaded for comparison.

Expenses

$251,621

No earlier filing loaded for comparison.

Net Income

$78,838

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2013: $887,526Liabilities 2013: $0Net Assets 2013: $887,5262013Assets 2014: $1,144,990Liabilities 2014: $0Net Assets 2014: $1,144,9902014Assets 2015: $1,411,649Liabilities 2015: $0Net Assets 2015: $1,411,6492015Assets 2016: $1,401,482Liabilities 2016: $0Net Assets 2016: $1,401,4822016Assets 2017: $1,469,395Liabilities 2017: $0Net Assets 2017: $1,469,3952017Assets 2018: $2,100,401Liabilities 2018: $0Net Assets 2018: $2,100,4012018Assets 2019: $2,028,782Liabilities 2019: $0Net Assets 2019: $2,028,7822019Assets 2020: $2,009,047Liabilities 2020: $0Net Assets 2020: $2,009,0472020Assets 2021: $2,185,392Liabilities 2021: $0Net Assets 2021: $2,185,3922021Assets 2022: $2,062,958Liabilities 2022: $0Net Assets 2022: $2,062,9582022Assets 2023: $1,995,004Liabilities 2023: $0Net Assets 2023: $1,995,0042023Assets 2024: $1,924,419Liabilities 2024: $0Net Assets 2024: $1,924,4192024

Highlighted filing

2013

Assets$887,526
Liabilities$0
Net Assets$887,526
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2013: $330,459Expenses 2013: $251,621Net Income 2013: $78,8382013Revenue 2014: $306,318Expenses 2014: $47,881Net Income 2014: $258,4372014Revenue 2015: $302,462Expenses 2015: $36,170Net Income 2015: $266,2922015Revenue 2016: $26,833Expenses 2016: $37,779Net Income 2016: -$10,9462016Revenue 2017: $94,538Expenses 2017: $26,633Net Income 2017: $67,9052017Revenue 2018: $804,545Expenses 2018: $170,911Net Income 2018: $633,6342018Revenue 2019: $128,003Expenses 2019: $201,939Net Income 2019: -$73,9362019Revenue 2020: $164,859Expenses 2020: $185,072Net Income 2020: -$20,2132020Revenue 2021: $365,845Expenses 2021: $189,003Net Income 2021: $176,8422021Revenue 2022: $61,433Expenses 2022: $184,189Net Income 2022: -$122,7562022Revenue 2023: $131,811Expenses 2023: $200,589Net Income 2023: -$68,7782023Revenue 2024: $144,602Expenses 2024: $215,870Net Income 2024: -$71,2682024

Highlighted filing

2013

Revenue$330,459
Expenses$251,621
Net Income$78,838
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD WALLERDirector-$0--
D DOUG RICEDirector-$0--
STEVE CORRIEDirector-$0--
Filing and Contact Details

Filer

EIN
36-4063036
Phone
7122776586

Signing Officer

Name
Pam Magnuson
Title
Trustee
Phone
7122776586
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Scott B Bieber
Phone
4024945320
Raw XML Appendix298 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0480
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0NICHOLS, RISE & COMPANY LLP TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0480
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $250,911 AS BEING MADE OUT OF CORPUS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0178656
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0177332
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2122744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - DOMESTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS - INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INDIVIDUAL EQUITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt044591
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD WALLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1D DOUG RICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVE CORRIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07122776586
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode051102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250911
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/DistributableAsAdjustedAmt044591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt044591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0195547
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt044591
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0401867
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0250911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0150956
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250911
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0401867
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0195547
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt0250911
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10SECURITY NATIONAL CORPORATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10PO BOX 147
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0SIOUX CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode051102
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0647
OtherDecreasesSchedule/OtherDecreasesDetail/Description02013 REG INVEST CO INCOME NOT RECORDED UNTIL 2014
OtherIncomeSchedule2/OtherIncomeDetail/Desc02012 FED TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0184
OtherIncreasesSchedule/OtherIncreasesDetail/Amount01921
OtherIncreasesSchedule/OtherIncreasesDetail/Description02012 REG INVEST CO INCOME RECORDED IN 2013
TaxesSchedule/TaxesDetail/Amt0230
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0230
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10SECURITY NATIONAL BANK CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0364063036
ReturnHeader/Filer/PhoneNum07122776586
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 147
ReturnHeader/Filer/USAddress/City0SIOUX CITY
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0511020147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Nichols Rise & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101000 W 29th Street Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0South Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode068776
ReturnHeader/PreparerPersonGrp/PhoneNum04024945320
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02014-05-13T14:25:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$887,526
Liabilities
$0
Net assets
$887,526
Revenue
$330,459
Expenses
$251,621
Net income
$78,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.14$0.22$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.13$0.20$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.06$0.18$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.37$0.19$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.16$0.19$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.13$0.20$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.80$0.17$0.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.09$0.03$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.03$0.04$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.30$0.04$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.31$0.05$0.26
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.33$0.25$0.08