Civic Intelligence

Ronald Oakley Barkl Memorial Scholarship Trust Security Natl Ba

990EZ • Fiscal year 2017 • EIN 42-6052774

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization ProfileN/A
PO Box 147Sioux City, IA 51102

(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

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

77th percentile

$2,346

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

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

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

95th percentile

157%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$250,344

Up $11,772 (+4.9%) from 2016

Net Assets

Up

$250,344

Up $11,772 (+4.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Up

$18,995

Up $11,618 (+157%) from 2016

Expenses

Up

$7,150

Up $95 (+1.3%) from 2016

Net Income

Up

$11,845

Up $11,523 (+3579%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$300K$200K$100K$0Assets 2011: $202,892Liabilities 2011: $02011Assets 2012: $203,532Liabilities 2012: $02012Assets 2013: $225,494Net Assets 2013: $225,4942013Assets 2014: $233,821Net Assets 2014: $233,8212014Assets 2015: $238,023Net Assets 2015: $238,0232015Assets 2016: $238,572Net Assets 2016: $238,5722016Assets 2017: $250,344Net Assets 2017: $250,3442017Assets 2018: $258,799Net Assets 2018: $258,7992018Assets 2019: $258,341Net Assets 2019: $258,3412019Assets 2020: $269,398Net Assets 2020: $269,3982020Assets 2021: $287,643Net Assets 2021: $287,6432021Assets 2022: $277,957Net Assets 2022: $277,9572022Assets 2023: $277,893Liabilities 2023: $02023

Highlighted filing

2017

Assets$250,344
Liabilities-
Net Assets$250,344
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$40K$20K$0-$20KRevenue 2011: $23,498Expenses 2011: $6,900Net Income 2011: $16,5982011Revenue 2012: $8,482Expenses 2012: $8,091Net Income 2012: $3912012Revenue 2013: $27,956Expenses 2013: $6,136Net Income 2013: $21,8202013Revenue 2014: $15,071Expenses 2014: $6,281Net Income 2014: $8,7902014Revenue 2015: $11,062Expenses 2015: $7,201Net Income 2015: $3,8612015Revenue 2016: $7,377Expenses 2016: $7,055Net Income 2016: $3222016Revenue 2017: $18,995Expenses 2017: $7,150Net Income 2017: $11,8452017Revenue 2018: $22,683Expenses 2018: $14,143Net Income 2018: $8,5402018Revenue 2019: $13,875Expenses 2019: $14,328Net Income 2019: -$4532019Revenue 2020: $25,650Expenses 2020: $14,834Net Income 2020: $10,8162020Revenue 2021: $34,155Expenses 2021: $15,863Net Income 2021: $18,2922021Revenue 2022: $7,510Expenses 2022: $17,160Net Income 2022: -$9,6502022Revenue 2023: $16,834Expenses 2023: $16,925Net Income 2023: -$912023

Highlighted filing

2017

Revenue$18,995
Expenses$7,150
Net Income$11,845
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$39,006
Mission and Program Overview

Mission

College music scholarships

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS PROVIDED TO STUDENTS OF THE UNIVERSITY OF SOUTH DAKOTA MUSIC PROGRAM$4,200$4,200
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,346-$2,346
Filing and Contact Details

Filer

Filer Name
Ronald Oakley Barkley Memorial
EIN
42-6052774
Phone
7122776586
Address
PO BOX 147, SIOUX CITY, IA 51102

Signing Officer

Name
Pam Magnuson
Title
Tax Administrator
Phone
7122776586
Signed
2018-05-10
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 10

“College music scholarships; scholarship; university of south dakota fdn: po box 5555, vermillion, sd”

Form 990EZ, Part I, Line 16

“FOREIGN TAXES 109.”

Form 990EZ, Part I, Line 20

“2016 ric received in 2017 51.”

Form 990EZ, Part I, Line 20

“RETURN OF CAPITAL 112.”

Form 990EZ, Part I, Line 20

“2017 ric not received until 2018 -236.”

Raw XML Appendix160 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
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIOUX CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd051101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0238572
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0250344
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt020011
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011845
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02841
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0238572
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0250344
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt012014
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04200
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt039006
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06981
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0238572
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0250344
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0238572
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0250344
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02346
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-73
IRS990EZ/OtherExpensesTotalAmt0109
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE MUSIC SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS PROVIDED TO STUDENTS OF THE UNIVERSITY OF SOUTH DAKOTA MUSIC PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt032025
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07150
IRS990EZ/TotalProgramServiceExpensesAmt04200
IRS990EZ/TotalRevenueAmt018995
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION CONTRIBUTED SCHOLARSHIP MONEY TO THE UNIVERSITY OF SOUTH DAKOTA MUSIC DEPARTMENT TO BE DISTRIBUTED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE USD MUSIC DEPARTMENT WOULD AND DOES AWARD SCHOLARSHIPS ITSELF
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec E Ln 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt IV Sec E Ln 2b
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0426052774
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04200
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0USD DEPT OF MUSIC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt04200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLEGE MUSIC SCHOLARSHIPS; SCHOLARSHIP; UNIVERSITY OF SOUTH DAKOTA FDN: PO BOX 5555, VERMILLION, SD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOREIGN TAXES 109.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22016 RIC RECEIVED IN 2017 51.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETURN OF CAPITAL 112.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42017 RIC NOT RECEIVED UNTIL 2018 -236.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RONALD OAKLEY BARKLEY MEMORIAL
ReturnHeader/Filer/BusinessNameControlTxt0RONA
ReturnHeader/Filer/EIN0426052774
ReturnHeader/Filer/PhoneNum07122776586
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 147
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB80F265253E050D7C2AAF39962E0C127CF1C52D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF3BFBFFD5E94ED43D1DDB66CBE9F79C1487CC81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:49:41
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/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02018-05-10T06:49:53-07:00
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
$250,344
Liabilities
-
Net assets
$250,344
Revenue
$18,995
Expenses
$7,150
Net income
$11,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.78$0.00$0.17$0.17$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$2.78$0.08$0.17$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$2.88$0.34$0.16$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$2.69$0.26$0.15$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.58$2.58$0.14$0.14$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$2.59$0.23$0.14$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.50$2.50$0.19$0.07$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$2.39$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.38$2.38$0.11$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.34$2.34$0.15$0.06$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.25$2.25$0.28$0.06$0.22
2012Summary only. Only limited summary data is available for this year.$2.04$0.00$0.08$0.08$0.00
2011Summary only. Only limited summary data is available for this year.$2.03$0.00$0.23$0.07$0.17