Civic Intelligence

Donald C & Doris K Byers Charitable Trust

990PF • Fiscal year 2023 • EIN 42-1306612

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 03, 2024

Organization Profile
1911 Kona DrFort Collins, CO 80528-8896

(641) 787-4412

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

4.7%

Faster asset growth than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

3.5%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$266,414

Up $11,886 (+4.7%) from 2022

Net Assets

Up

$266,414

Up $11,886 (+4.7%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin95th percentile

Revenue

Up

$26,595

Up $893 (+3.5%) from 2022

Expenses

Down

$4,316

Down $17,681 (-80%) from 2022

Net Income

Up

$22,279

Up $18,574 (+501%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2011: $247,433Liabilities 2011: $02011Assets 2012: $257,305Liabilities 2012: $02012Assets 2013: $253,181Liabilities 2013: $02013Assets 2014: $301,649Liabilities 2014: $02014Assets 2015: $282,072Liabilities 2015: $02015Assets 2019: $334,873Liabilities 2019: $02019Assets 2020: $233,655Liabilities 2020: $1Net Assets 2020: $233,6552020Assets 2021: $255,953Liabilities 2021: $1Net Assets 2021: $255,9532021Assets 2022: $254,528Liabilities 2022: $1Net Assets 2022: $254,5282022Assets 2023: $266,414Liabilities 2023: $0Net Assets 2023: $266,4142023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$266,414
Liabilities$0
Net Assets$266,414
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $33,278Expenses 2011: $21,790Net Income 2011: $11,4882011Revenue 2012: $9,323Expenses 2012: $16,920Net Income 2012: -$7,5972012Revenue 2013: $13,893Expenses 2013: $20,617Net Income 2013: -$6,7242013Revenue 2014: $29,691Expenses 2014: $18,875Net Income 2014: $10,8162014Revenue 2015: $30,991Expenses 2015: $22,060Net Income 2015: $8,9312015Revenue 2019: $14,697Expenses 2019: $18,135Net Income 2019: -$3,4382019Revenue 2020: $22,892Expenses 2020: $18,889Net Income 2020: $4,0032020Revenue 2021: $37,055Expenses 2021: $16,591Net Income 2021: $20,4642021Revenue 2022: $25,702Expenses 2022: $21,997Net Income 2022: $3,7052022Revenue 2023: $26,595Expenses 2023: $4,316Net Income 2023: $22,2792023Revenue 2024: $99,573Expenses 2024: $366,606Net Income 2024: -$267,0332024

Highlighted filing

2023

Revenue$26,595
Expenses$4,316
Net Income$22,279
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 3, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS K BYERSTrustee-$0--
ALAN M BYERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Donald C & Doris K Byers Charitable Trust
EIN
42-1306612
Phone
6417874412
Address
1911 KONA DR, FORT COLLINS, CO 80528-8896

Signing Officer

Name
Alan M Byers
Title
Trustee
Phone
6417874412
Signed
2024-07-03
Discuss with paid preparer
Yes

Preparer

Firm
Otto Law Office Pllc
Address
123 W 2ND ST N, NEWTON, IA 50208
Preparer
Mark A Otto
Phone
6417927000
Raw XML Appendix349 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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ReturnHeader/ReturnTs02024-07-23T11:49:25-07:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$266,414
Liabilities
$0
Net assets
$266,414
Revenue
$26,595
Expenses
$4,316
Net income
$22,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.00$3.67$2.67
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.27$0.04$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.26$0.22$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.37$0.17$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.23$0.19$0.04
2019Summary only. Only limited summary data is available for this year.$3.35$0.00$0.15$0.18$0.03
2015Summary only. Only limited summary data is available for this year.$2.82$0.00$0.31$0.22$0.09
2014Summary only. Only limited summary data is available for this year.$3.02$0.00$0.30$0.19$0.11
2013Summary only. Only limited summary data is available for this year.$2.53$0.00$0.14$0.21$0.07
2012Summary only. Only limited summary data is available for this year.$2.57$0.00$0.09$0.17$0.08
2011Summary only. Only limited summary data is available for this year.$2.47$0.00$0.33$0.22$0.11