Civic Intelligence

Catherine Birzle Education Tr

990PF • Fiscal year 2017 • EIN 39-6782796

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$7,866

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

2.0%

Faster asset growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

83%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$450,253

Up $8,800 (+2.0%) from 2016

Net Assets

Up

$450,253

Up $8,800 (+2.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Up

$40,714

Up $18,450 (+83%) from 2016

Expenses

Down

$31,876

Down $2,075 (-6.1%) from 2016

Net Income

Up

$8,838

Up $20,525 (+176%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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: $1Net 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

2017

Assets$450,253
Liabilities$0
Net Assets$450,253
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$40,714
Expenses$31,876
Net Income$8,838
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,866-$7,866
Filing and Contact Details

Filer

Filer Name
Catherine Birzle Education Trust
EIN
39-6782796
Phone
7122776586
Address
PO BOX 147, SIOUX CITY, IA 51102-0147

Signing Officer

Name
Pam Magnuson
Title
Trustee
Phone
7122776586
Signed
2018-05-08
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 Appendix284 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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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 $23,217 AS BEING MADE OUT OF CORPUS.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt026477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010010
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026477
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031639
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08422
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023217
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031639
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034899
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt023217
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MOORE HEFFERNAN MOELLER GENERAL LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0650
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0650
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0238
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 REG INVEST CO INCOME RECORDED IN 2018
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0154
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02016 REG INVEST CO INCOME RECORDED IN 2017
TaxesSchedule/TaxesDetail/Amt0288
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX EXTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0288
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHERINE BIRZLE EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0396782796
ReturnHeader/Filer/PhoneNum07122776586
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 147
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0511020147
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB80F265253E050D7C2AAF39962E0C127CF1C52D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF3BFBFFD5E94ED43D1DDB66CBE9F79C1487CC81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:17:26
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/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02018-05-08T07:17:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$450,253
Liabilities
$0
Net assets
$450,253
Revenue
$40,714
Expenses
$31,876
Net income
$8,838
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