Civic Intelligence

Security National Bank Charitable Foundation Inc.

990PF • Fiscal year 2014 • EIN 36-4063036

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization Profile
PO Box 147Sioux City, IA 51102-0147

(712) 277-6586

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

89th percentile

29%

Faster asset growth than 89% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-7.3%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,144,990

Up $257,464 (+29%) from 2013

Net Assets

Up

$1,144,990

Up $257,464 (+29%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin96th percentile

Revenue

Down

$306,318

Down $24,141 (-7.3%) from 2013

Expenses

Down

$47,881

Down $203,740 (-81%) from 2013

Net Income

Up

$258,437

Up $179,599 (+228%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

2014

Assets$1,144,990
Liabilities$0
Net Assets$1,144,990
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

2014

Revenue$306,318
Expenses$47,881
Net Income$258,437
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

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

Filer

Filer Name
Security National Bank Charitable Foundation
EIN
36-4063036
Phone
7122776586
Address
PO BOX 147, SIOUX CITY, IA 51102-0147

Signing Officer

Name
Pam Magnuson
Title
Trustee
Phone
7122776586
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Company LLP
Address
1000 W 29th Street Suite 218, South Sioux City, NE 68776
Preparer
Scott B Bieber
Phone
4024945320
Raw XML Appendix306 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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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 $45,000 AS BEING MADE OUT OF CORPUS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE SECURITIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2160323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - DOMESTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS - INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INDIVIDUAL EQUITIES
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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/PhoneNum07122776586
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDSCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1INDIGENTASSISTANCE TOFAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MORNINGSIE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01501 MORNINGSIDE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1701 STEUBEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/DistributableAsAdjustedAmt048450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt048450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0250911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0150956
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt048450
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0398417
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0250911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0102506
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0398417
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0401867
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt045000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SECURITY NATIONAL CORPORATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 147
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SIOUX CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd051102
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01309
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02014 REG INVEST CO INCOME NOT RECORDED UNTIL 2015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0336
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02013 REG INVEST CO INCOME RECORDED IN 2014
TaxesSchedule/TaxesDetail/Amt0357
TaxesSchedule/TaxesDetail/Amt1748
TaxesSchedule/TaxesDetail/Amt21296
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt12013 FED TAX
TaxesSchedule/TaxesDetail/CategoryTxt22014 FED ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0357
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL BANK CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0364063036
ReturnHeader/Filer/PhoneNum07122776586
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 147
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0511020147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 W 29th Street Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068776
ReturnHeader/PreparerPersonGrp/PhoneNum04024945320
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02015-05-13T14:22:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,144,990
Liabilities
$0
Net assets
$1,144,990
Revenue
$306,318
Expenses
$47,881
Net income
$258,437
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