Civic Intelligence

Clara Latham Memorial Park Trust

990EZ • Fiscal year 2017 • EIN 42-0373410

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

Organization ProfileN/A
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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$2,394

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,291

Up $11,481 (+27%) from 2016

Net Assets

Up

$53,291

Up $11,481 (+27%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$27,200

Down $1,148 (-4.0%) from 2016

Expenses

Down

$15,697

Down $7,890 (-33%) from 2016

Net Income

Up

$11,503

Up $6,742 (+142%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2017

Assets$53,291
Liabilities-
Net Assets$53,291
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$27,200
Expenses$15,697
Net Income$11,503
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Gross Receipts
$33,250
Mission and Program Overview

Mission

Maintenance of local park

Program Services

DescriptionGrantsExpenses
CONTINUED MAINTENANCE OF PRIVATE PARK FOR ENJOYMENT AND USE BY THE PUBLIC$12,808$12,808
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,394-$2,394
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
Pam Magnuson
Title
Tax Administrator
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
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“FOREIGN TAX 11.”

Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL BANK
IRS990EZ/BooksInCareOfDetail/PhoneNum07122776586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 PIERCE STREET SIOUX
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIOUX CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd051101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034973
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046454
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024870
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06050
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011503
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02889
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041810
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053291
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01294
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt033250
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01036
IRS990EZ/LandAndBuildingsGrp/BOYAmt06837
IRS990EZ/LandAndBuildingsGrp/EOYAmt06837
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053291
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041810
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053291
IRS990EZ/OccupancyRentUtltsAndMaintAmt012797
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02394
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-22
IRS990EZ/OtherExpensesTotalAmt011
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTENANCE OF LOCAL PARK
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED MAINTENANCE OF PRIVATE PARK FOR ENJOYMENT AND USE BY THE PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012808
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012808
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt07344
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015697
IRS990EZ/TotalProgramServiceExpensesAmt012808
IRS990EZ/TotalRevenueAmt027200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081516
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0654
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0836
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01006
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0761
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0654
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01006
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0761
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04293
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.06140
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.95000
IRS990ScheduleA/PublicSupportPY509Pct00.93860
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt081516
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014620
IRS990ScheduleA/Total509Grp/TotalAmt081516
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt085809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOREIGN TAX 11.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA LATHAM TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0420373410
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/IPTm007:17:29
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/ReturnTs02018-05-08T07:17:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$53,291
Liabilities
-
Net assets
$53,291
Revenue
$27,200
Expenses
$15,697
Net income
$11,503
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