Civic Intelligence

Clara Latham Testamentary Trust

EIN 42-0373410 • 501(c)3 • Sioux City, IA

Profile

Maintenance of local park

PO Box 147Sioux City, IA 51102-0147

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

15th percentile

-46%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$1,185

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

31st percentile

-22%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,380

Down $10,968 (-22%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$39,380

Down $10,968 (-22%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$23,650

Down $14,262 (-38%) from 2023

Expenses

Down

$34,618

Down $9,403 (-21%) from 2023

Net Income

Down

-$10,968

Down $4,859 (-80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $43,589Liabilities 2011: $02011Assets 2012: $41,145Liabilities 2012: $02012Assets 2013: $48,230Net Assets 2013: $48,2302013Assets 2014: $37,478Net Assets 2014: $37,4782014Assets 2015: $37,180Net Assets 2015: $37,1802015Assets 2016: $41,810Net Assets 2016: $41,8102016Assets 2017: $53,291Net Assets 2017: $53,2912017Assets 2018: $37,868Net Assets 2018: $37,8682018Assets 2019: $30,280Net Assets 2019: $30,2802019Assets 2020: $26,675Net Assets 2020: $26,6752020Assets 2021: $63,802Net Assets 2021: $63,8022021Assets 2022: $56,457Net Assets 2022: $56,4572022Assets 2023: $50,348Net Assets 2023: $50,3482023Assets 2024: $39,380Net Assets 2024: $39,3802024

Highlighted filing

2024

Assets$39,380
Liabilities-
Net Assets$39,380
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $14,675Expenses 2011: $14,829Net Income 2011: -$1542011Revenue 2012: $13,274Expenses 2012: $15,766Net Income 2012: -$2,4922012Revenue 2013: $17,166Expenses 2013: $10,185Net Income 2013: $6,9812013Revenue 2014: $2,527Expenses 2014: $13,193Net Income 2014: -$10,6662014Revenue 2015: $10,768Expenses 2015: $11,137Net Income 2015: -$3692015Revenue 2016: $28,348Expenses 2016: $23,587Net Income 2016: $4,7612016Revenue 2017: $27,200Expenses 2017: $15,697Net Income 2017: $11,5032017Revenue 2018: $7,700Expenses 2018: $23,116Net Income 2018: -$15,4162018Revenue 2019: $11,676Expenses 2019: $19,273Net Income 2019: -$7,5972019Revenue 2020: $25,820Expenses 2020: $29,425Net Income 2020: -$3,6052020Revenue 2021: $70,021Expenses 2021: $32,894Net Income 2021: $37,1272021Revenue 2022: $101,329Expenses 2022: $108,674Net Income 2022: -$7,3452022Revenue 2023: $37,912Expenses 2023: $44,021Net Income 2023: -$6,1092023Revenue 2024: $23,650Expenses 2024: $34,618Net Income 2024: -$10,9682024

Highlighted filing

2024

Revenue$23,650
Expenses$34,618
Net Income-$10,968
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$39,380
Liabilities
-
Net assets
$39,380
Revenue
$23,650
Expenses
$34,618
Net income
-$10,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.24$0.35$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.38$0.44$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.01$1.09$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.70$0.33$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.26$0.29$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.12$0.19$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.08$0.23$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.27$0.16$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.28$0.24$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.11$0.11$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.03$0.13$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.17$0.10$0.07
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.13$0.16$0.02
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.15$0.15$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$23,650
Mission and Program Overview

Mission

Maintenance of local park

Program Services

DescriptionGrantsExpenses
CONTINUED MAINTENANCE OF PRIVATE PARK FOR ENJOYMENTAND USE BY THE PUBLIC$21,663$32,648
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,185-$1,185
Filing and Contact Details

Filer

Filer Name
Clara Latham Testamentary Trust
EIN
42-0373410
Phone
7122776586
Address
PO BOX 147, SIOUX CITY, IA 51102-0147

Signing Officer

Name
Kelli Blair
Title
Tax Administrator
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 Appendix150 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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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043511
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IRS990EZ/ContributionsGiftsGrantsEtcAmt021663
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/InvestmentIncomeAmt01987
IRS990EZ/LandAndBuildingsGrp/BOYAmt06837
IRS990EZ/LandAndBuildingsGrp/EOYAmt06837
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTENANCE OF LOCAL PARK
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED MAINTENANCE OF PRIVATE PARK FOR ENJOYMENTAND USE BY THE PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021663
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt034618
IRS990EZ/TotalProgramServiceExpensesAmt032648
IRS990EZ/TotalRevenueAmt023650
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0103106
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IRS990ScheduleA/InvestmentIncomeCYPct00.02550
IRS990ScheduleA/InvestmentIncomePYPct00.02210
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt0251862
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
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ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0420373410
ReturnHeader/Filer/PhoneNum07122776586
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051101
ReturnHeader/PreparerPersonGrp/PhoneNum07122524309
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynette Meyer
ReturnHeader/ReturnTs02025-05-12T11:12:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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