Civic Intelligence

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

990PF • Fiscal year 2016 • EIN 42-6554228

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization Profile
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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-55%

Higher net margin than 11% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$38,258

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

29th percentile

-3.2%

Faster asset growth than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,859,227

Down $125,827 (-3.2%) from 2015

Net Assets

Down

$3,859,227

Down $125,827 (-3.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin11th percentile

Revenue

Down

$228,269

Down $28,771 (-11%) from 2015

Expenses

Down

$353,340

Down $26,169 (-6.9%) from 2015

Net Income

Down

-$125,071

Down $2,602 (-2.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2016

Assets$3,859,227
Liabilities$0
Net Assets$3,859,227
Open 2016 Filing

Operations Trend

Revenue Growth26th 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

2016

Revenue$228,269
Expenses$353,340
Net Income-$125,071
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$38,258-$38,258
Filing and Contact Details

Filer

Filer Name
Lucile Latta Charitable Trust
EIN
42-6554228
Phone
7122776586
Address
PO BOX 147, SIOUX CITY, IA 51102-0147

Signing Officer

Name
Pam Magnuson
Title
Trustee
Phone
7122776586
Signed
2017-05-05
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
Raw XML Appendix315 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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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 $0 AS BEING MADE OUT OF CORPUS.
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SECURITY NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122776586
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300950
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/AppliedToCurrentYearAmt0237630
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt063745
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0288980
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0301375
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt051350
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt063745
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HARRISON CO CLERK OF CT FILING FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1ANDERSON & RENDER LLP LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1405
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1405
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03782
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 REG INVEST CO INCOME NOT RECORDED UNTIL 2017
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENTAL MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RENTAL REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RENTAL INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03268
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03268
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2107
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt019699
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02111
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1915
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02015 REG INVEST CO INCOME RECORDED IN 2016
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt01982
TaxesSchedule/TaxesDetail/Amt15600
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1RENTAL REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01982
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15600
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCILE LATTA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0426554228
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/AtSubmissionFilingDeviceId08F0A166111E36E80EFE48989DD502429DA6CFD75
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.132.90.237
ReturnHeader/FilingSecurityInformation/IPDt02017-05-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:59:13
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/PreparationDt02017-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02017-05-05T10:59:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,859,227
Liabilities
$0
Net assets
$3,859,227
Revenue
$228,269
Expenses
$353,340
Net income
-$125,071
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