Civic Intelligence

Catherine Birzle Education Tr

990PF • Fiscal year 2013 • EIN 39-6782796

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

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$7,695

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

62nd percentile

6.1%

Faster asset growth than 62% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

119%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$451,190

Up $26,086 (+6.1%) from 2012

Net Assets

$451,190

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Up

$56,634

Up $30,743 (+119%) from 2012

Expenses

Down

$30,584

Down $4,147 (-12%) from 2012

Net Income

Up

$26,050

Up $34,890 (+395%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2011: $433,246Liabilities 2011: $02011Assets 2012: $425,104Liabilities 2012: $02012Assets 2013: $451,190Liabilities 2013: $0Net Assets 2013: $451,1902013Assets 2014: $454,624Liabilities 2014: $1Net Assets 2014: $454,6242014Assets 2015: $452,973Liabilities 2015: $1Net Assets 2015: $452,9732015Assets 2016: $441,453Liabilities 2016: $0Net Assets 2016: $441,4532016Assets 2017: $450,253Liabilities 2017: $0Net Assets 2017: $450,2532017Assets 2018: $459,831Liabilities 2018: $0Net Assets 2018: $459,8312018Assets 2019: $449,649Liabilities 2019: $1Net Assets 2019: $449,6492019Assets 2020: $458,718Liabilities 2020: $1Net Assets 2020: $458,7182020Assets 2021: $479,873Liabilities 2021: $1Net Assets 2021: $479,8732021Assets 2022: $470,115Liabilities 2022: $1Net Assets 2022: $470,1152022Assets 2023: $473,242Liabilities 2023: $1Net Assets 2023: $473,2422023Assets 2024: $473,249Liabilities 2024: $0Net Assets 2024: $473,2492024

Highlighted filing

2013

Assets$451,190
Liabilities$0
Net Assets$451,190
Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $57,599Expenses 2011: $32,241Net Income 2011: $25,3582011Revenue 2012: $25,891Expenses 2012: $34,731Net Income 2012: -$8,8402012Revenue 2013: $56,634Expenses 2013: $30,584Net Income 2013: $26,0502013Revenue 2014: $40,609Expenses 2014: $36,901Net Income 2014: $3,7082014Revenue 2015: $30,988Expenses 2015: $32,933Net Income 2015: -$1,9452015Revenue 2016: $22,264Expenses 2016: $33,951Net Income 2016: -$11,6872016Revenue 2017: $40,714Expenses 2017: $31,876Net Income 2017: $8,8382017Revenue 2018: $47,567Expenses 2018: $35,567Net Income 2018: $12,0002018Revenue 2019: $28,834Expenses 2019: $41,271Net Income 2019: -$12,4372019Revenue 2020: $42,118Expenses 2020: $33,347Net Income 2020: $8,7712020Revenue 2021: $56,844Expenses 2021: $35,398Net Income 2021: $21,4462021Revenue 2022: $32,328Expenses 2022: $42,121Net Income 2022: -$9,7932022Revenue 2023: $32,089Expenses 2023: $28,981Net Income 2023: $3,1082023Revenue 2024: $38,814Expenses 2024: $38,766Net Income 2024: $482024

Highlighted filing

2013

Revenue$56,634
Expenses$30,584
Net Income$26,050
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 Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,695-$7,695
Filing and Contact Details

Filer

EIN
39-6782796
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 Appendix283 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 RETURN 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 $22,218 AS BEING MADE OUT OF CORPUS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt093020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt090285
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt170058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2117267
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2137194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS-DOMESTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INDIVIDUAL EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MUTUAL FUNDS-INTERNATIONAL
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010763
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0224860
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0660
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0289
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0191
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0539
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0451693
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025217
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025217
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025217
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0960
IRS990PF/DistributableAmountGrp/TotalTaxAmt0960
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0608
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0425104
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10SECURITY NATIONAL BANK
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/DistributableAsAdjustedAmt025217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013715
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025217
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035410
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013192
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022218
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035410
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038409
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt022218
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BERENSTEIN LAW FIRM GENERAL LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1WOODBURY CO CLK OF CT FILING FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0650
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt110
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0650
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt110
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0503
OtherDecreasesSchedule/OtherDecreasesDetail/Description02013 REG INVEST CO INCOME RECORDED IN 2014
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ADMIN-NON INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0778
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0778
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FED TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0289
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0539
OtherIncreasesSchedule/OtherIncreasesDetail/Description02012 REG INVEST CO INCOME RECORDED IN 2013
TaxesSchedule/TaxesDetail/Amt0191
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0191
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/BusinessNameLine10CATHERINE BIRZLE EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0396782796
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/ReturnTs02014-05-13T11:24:50-07:00
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
$451,190
Liabilities
$0
Net assets
$451,190
Revenue
$56,634
Expenses
$30,584
Net income
$26,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.39$0.39$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.32$0.29$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.32$0.42$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.57$0.35$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.42$0.33$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.29$0.41$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.48$0.36$0.12
2017Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.41$0.32$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.22$0.34$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.31$0.33$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.41$0.37$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.57$0.31$0.26
2012Summary only. Only limited summary data is available for this year.$4.25$0.00$0.26$0.35$0.09
2011Summary only. Only limited summary data is available for this year.$4.33$0.00$0.58$0.32$0.25