Civic Intelligence

Lucile Latta Charitable Trust C/O the Security National Bank Of

990PF • Fiscal year 2013 • EIN 42-6554228

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
PO Box 14751102-0147

(712) 277-6586

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

57th percentile

$29,181

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

60th percentile

4.4%

Faster asset growth than 60% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

83rd percentile

54%

Faster revenue growth than 83% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,162,737

Up $131,864 (+4.4%) from 2012

Net Assets

$3,162,737

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

Up

$395,101

Up $138,221 (+54%) from 2012

Expenses

Down

$263,257

Down $6,004 (-2.2%) from 2012

Net Income

Up

$131,844

Up $144,225 (+1165%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,039,606Liabilities 2011: $02011Assets 2012: $3,030,873Liabilities 2012: $02012Assets 2013: $3,162,737Liabilities 2013: $0Net Assets 2013: $3,162,7372013Assets 2014: $4,105,347Liabilities 2014: $0Net Assets 2014: $4,105,3472014Assets 2015: $3,985,054Liabilities 2015: $0Net Assets 2015: $3,985,0542015Assets 2016: $3,859,227Liabilities 2016: $0Net Assets 2016: $3,859,2272016Assets 2017: $3,867,537Liabilities 2017: $0Net Assets 2017: $3,867,5372017Assets 2018: $3,916,742Liabilities 2018: $0Net Assets 2018: $3,916,7422018Assets 2019: $3,849,064Liabilities 2019: $0Net Assets 2019: $3,849,0642019Assets 2020: $3,811,666Liabilities 2020: $0Net Assets 2020: $3,811,6662020Assets 2021: $3,904,310Liabilities 2021: $0Net Assets 2021: $3,904,3102021Assets 2022: $3,804,458Liabilities 2022: $0Net Assets 2022: $3,804,4582022Assets 2023: $3,738,845Liabilities 2023: $0Net Assets 2023: $3,738,8452023Assets 2024: $3,705,165Liabilities 2024: $0Net Assets 2024: $3,705,1652024

Highlighted filing

2013

Assets$3,162,737
Liabilities$0
Net Assets$3,162,737
Open 2013 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $422,122Expenses 2011: $254,801Net Income 2011: $167,3212011Revenue 2012: $256,880Expenses 2012: $269,261Net Income 2012: -$12,3812012Revenue 2013: $395,101Expenses 2013: $263,257Net Income 2013: $131,8442013Revenue 2014: $1,257,767Expenses 2014: $311,456Net Income 2014: $946,3112014Revenue 2015: $257,040Expenses 2015: $379,509Net Income 2015: -$122,4692015Revenue 2016: $228,269Expenses 2016: $353,340Net Income 2016: -$125,0712016Revenue 2017: $338,317Expenses 2017: $332,118Net Income 2017: $6,1992017Revenue 2018: $402,884Expenses 2018: $352,812Net Income 2018: $50,0722018Revenue 2019: $296,910Expenses 2019: $373,332Net Income 2019: -$76,4222019Revenue 2020: $299,268Expenses 2020: $341,087Net Income 2020: -$41,8192020Revenue 2021: $388,771Expenses 2021: $297,664Net Income 2021: $91,1072021Revenue 2022: $210,813Expenses 2022: $314,782Net Income 2022: -$103,9692022Revenue 2023: $263,020Expenses 2023: $328,963Net Income 2023: -$65,9432023Revenue 2024: $305,386Expenses 2024: $339,595Net Income 2024: -$34,2092024

Highlighted filing

2013

Revenue$395,101
Expenses$263,257
Net Income$131,844
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$29,181-$29,181
Filing and Contact Details

Filer

EIN
42-6554228
Phone
7122776586

Signing Officer

Name
Pam Magnuson
Title
Trustee
Phone
7122776586
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Scott B Bieber
Phone
4024945320
Raw XML Appendix313 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0480
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0NICHOLS RISE & CO LLC TAX RETURN PREP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0480
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $11,238 AS BEING MADE OUT OF CORPUS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE SECURITIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2636523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INDIVIDUAL EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS - DOMESTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MUTUAL FUNDS - INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0735000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REAL ESTATE
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0131844
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01229179
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0178
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0211905
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02001
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03164718
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03030873
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03162737
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0255851
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0255851
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0255851
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0262631
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0735000
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07122776586
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0208513
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode051102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0208513
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0199151
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0255851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt056700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt056700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011238
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011238
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0210389
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011238
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056700
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt011238
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0REIMER LOHMAN & REITZ GENERAL LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1HARRISON CO CLERK OF CT FILING FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01100
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt110
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt110
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01981
OtherDecreasesSchedule/OtherDecreasesDetail/Description02013 REG INVEST CO INCOME NOT RECORDED UNTIL 2014
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENTAL MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RENTAL INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2APPRAISAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3RENTAL REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08561
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3316
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08561
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3316
OtherIncomeSchedule2/OtherIncomeDetail/Desc02012 FED TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03223
OtherIncreasesSchedule/OtherIncreasesDetail/Amount02001
OtherIncreasesSchedule/OtherIncreasesDetail/Description02012 REG INVEST CO INCOME RECORDED IN 2013
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0EMILY NIELD COMPOSITE GIFT HISTORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0750
TaxesSchedule/TaxesDetail/Amt0890
TaxesSchedule/TaxesDetail/Amt111622
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1RENTAL REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0890
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt111622
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10LUCILE LATTA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0426554228
ReturnHeader/Filer/PhoneNum07122776586
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 147
ReturnHeader/Filer/USAddress/City0SIOUX CITY
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0511020147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Nichols Rise & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101000 W 29th Street Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0South Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode068776
ReturnHeader/PreparerPersonGrp/PhoneNum04024945320
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02014-05-13T11:24:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,162,737
Liabilities
$0
Net assets
$3,162,737
Revenue
$395,101
Expenses
$263,257
Net income
$131,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.31$0.34$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.26$0.33$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.21$0.31$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.39$0.30$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.30$0.34$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.30$0.37$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.40$0.35$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.34$0.33$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.23$0.35$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.26$0.38$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$1.26$0.31$0.95
2013Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.40$0.26$0.13
2012Summary only. Only limited summary data is available for this year.$3.03$0.00$0.26$0.27$0.01
2011Summary only. Only limited summary data is available for this year.$3.04$0.00$0.42$0.25$0.17