Civic Intelligence

Catherine Birzle Education Tr

990PF • Fiscal year 2024 • EIN 39-6782796

Jan 01, 2024 to Dec 31, 2024 • Filed on May 01, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

45th percentile

0.1%

Higher net margin than 45% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$8,120

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 20.9% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

0.0%

Faster asset growth than 50% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

21%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$473,249

Up $7 (+0.0%) from 2023

Net Assets

Up

$473,249

Up $7 (+0.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin45th percentile

Revenue

Up

$38,814

Up $6,725 (+21%) from 2023

Expenses

Up

$38,766

Up $9,785 (+34%) from 2023

Net Income

Down

$48

Down $3,060 (-98%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2024

Assets$473,249
Liabilities$0
Net Assets$473,249
Open 2024 Filing

Operations Trend

Revenue Growth69th 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

2024

Revenue$38,814
Expenses$38,766
Net Income$48
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,120-$8,120
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
Kelli Blair
Title
Trustee
Phone
7122776586
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Co LLP
Address
302 Jones St Ste 320, Sioux City, IA 51101
Preparer
Lynette Meyer
Phone
7122524309
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.

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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016824
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016094
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029055
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016094
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016824
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt016094
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt041
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING OF RIC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF PRIOR YEAR SCHOLARSHIP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0745
TaxesSchedule/TaxesDetail/Amt0355
TaxesSchedule/TaxesDetail/Amt1360
TaxesSchedule/TaxesDetail/Amt26
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1CURRENT YEAR TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YEAR TAX DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0355
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420634266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 Jones St Ste 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051101
ReturnHeader/PreparerPersonGrp/PhoneNum07122524309
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynette Meyer
ReturnHeader/ReturnTs02025-05-12T12:27:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,249
Liabilities
$0
Net assets
$473,249
Revenue
$38,814
Expenses
$38,766
Net income
$48
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • <$500k nonprofits