Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 42-6554228

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

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$38,382

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

0.2%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

48%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,867,537

Up $8,310 (+0.2%) from 2016

Net Assets

Up

$3,867,537

Up $8,310 (+0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin46th percentile

Revenue

Up

$338,317

Up $110,048 (+48%) from 2016

Expenses

Down

$332,118

Down $21,222 (-6.0%) from 2016

Net Income

Up

$6,199

Up $131,270 (+105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2017

Assets$3,867,537
Liabilities$0
Net Assets$3,867,537
Open 2017 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

2017

Revenue$338,317
Expenses$332,118
Net Income$6,199
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$38,382-$38,382
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
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
Raw XML Appendix317 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051101
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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/Amt0279754
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/TotalGrantOrContriPdDurYrAmt0279754
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/AppliedToCurrentYearAmt0228809
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt051350
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0276647
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0280159
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt047838
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051350
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ANDERSON & RENDER LLP LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0395
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0395
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01248
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 REG INVEST CO INCOME NOT RECORDED UNTIL 2018
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENTAL MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RENTAL REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RENTAL INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03031
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt275
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0962
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1718
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21679
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02016 REG INVEST CO INCOME RECORDED IN 2017
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2REFUND OF PRIOR YEAR SCHOLARSHIP
TaxesSchedule/TaxesDetail/Amt02112
TaxesSchedule/TaxesDetail/Amt15718
TaxesSchedule/TaxesDetail/Amt21086
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1RENTAL REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02112
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15718
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
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/AtSubmissionFilingDeviceId0AF3BFBFFD5E94ED43D1DDB66CBE9F79C1487CC81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:17:35
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/ReturnTs02018-05-08T07:17:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,867,537
Liabilities
$0
Net assets
$3,867,537
Revenue
$338,317
Expenses
$332,118
Net income
$6,199
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