Civic Intelligence

Security National Bank Charitable Foundation Inc.

990PF • Fiscal year 2015 • EIN 36-4063036

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

-1.3%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,411,649

Up $266,659 (+23%) from 2014

Net Assets

Up

$1,411,649

Up $266,659 (+23%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin97th percentile

Revenue

Down

$302,462

Down $3,856 (-1.3%) from 2014

Expenses

Down

$36,170

Down $11,711 (-24%) from 2014

Net Income

Up

$266,292

Up $7,855 (+3.0%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2015

Assets$1,411,649
Liabilities$0
Net Assets$1,411,649
Open 2015 Filing

Operations Trend

Revenue Growth40th 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

2015

Revenue$302,462
Expenses$36,170
Net Income$266,292
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD WALLERDirector-$0--
D DOUG RICEDirector-$0--
JEREMY UHLDirector-$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
2016-05-13
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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0490
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0NICHOLS, RISE & COMPANY LLP TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0490
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 $35,000 AS BEING MADE OUT OF CORPUS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE SECURITIES
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0279046
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2244475
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/PersonNm2JEREMY UHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SECURITY NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122776586
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDSCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1LANDSMEER COMMCAP IMPROV FORGOLF COURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MORNINGSIDE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OC 21 FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01501 MORNINGSIDE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 CENTRAL AVENUE SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORANGE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151041
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
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/DistributableAsAdjustedAmt064349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt064349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0250911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0102506
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt064349
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0369068
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0250911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038157
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0369068
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0398417
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt035000
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/Amt01116
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02015 REG INVEST CO INCOME NOT RECORDED UNTIL 2016
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01483
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02014 REG INVEST CO INCOME RECORDED IN 2015
TaxesSchedule/TaxesDetail/Amt0680
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0680
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
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/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02016-05-13T06:12:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,411,649
Liabilities
$0
Net assets
$1,411,649
Revenue
$302,462
Expenses
$36,170
Net income
$266,292
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
2015Detailed filing. Detailed filing data is available for this year.$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