Civic Intelligence

Security National Bank Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 36-4063036

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

91st percentile

43%

Faster asset growth than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

751%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,100,401

Up $631,006 (+43%) from 2017

Net Assets

Up

$2,100,401

Up $631,006 (+43%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin96th percentile

Revenue

Up

$804,545

Up $710,007 (+751%) from 2017

Expenses

Up

$170,911

Up $144,278 (+542%) from 2017

Net Income

Up

$633,634

Up $565,729 (+833%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2018

Assets$2,100,401
Liabilities$0
Net Assets$2,100,401
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$804,545
Expenses$170,911
Net Income$633,634
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMY CRAIGHEADDirector-$0--
D DOUGLAS RICEDirector-$0--
JEREMY UHLDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEESEE ATTACHEDPCSIOUX CITY, IA, US$165,444
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
2019-05-13
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 Appendix338 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - DOMESTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS - INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INDIVIDUAL EQUITIES
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0601 PIERCE STREET SIOUX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
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/Amt0165444
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0165444
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/DistributableAsAdjustedAmt0113868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0113868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0137737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0113868
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023869
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0305444
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0165444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045000
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0165444
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0329313
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0277737
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt0165444
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SECURITY NATIONAL CORP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0601 PIERCE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SIOUX CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd051101
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0650000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0422
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12573
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02018 REG INVEST CO INCOME NOT RECORDED UNTIL 2019
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BASIS ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0217
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1150
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02017 REG INVEST CO INCOME RECORDED IN 2018
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt01789
TaxesSchedule/TaxesDetail/Amt11860
TaxesSchedule/TaxesDetail/Amt21308
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FED TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt22017 FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01789
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId079C204810C3A8A21773FE1CDD2B9430154EAE509
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF3BFBFFD5E94ED43D1DDB66CBE9F79C1487CC81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:15:15
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/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02019-05-13T12:15:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,100,401
Liabilities
$0
Net assets
$2,100,401
Revenue
$804,545
Expenses
$170,911
Net income
$633,634
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $1M-$5M nonprofits