Civic Intelligence

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

990PF • Fiscal year 2018 • EIN 42-6554228

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$32,201

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,916,742

Up $49,205 (+1.3%) from 2017

Net Assets

Up

$3,916,742

Up $49,205 (+1.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin67th percentile

Revenue

Up

$402,884

Up $64,567 (+19%) from 2017

Expenses

Up

$352,812

Up $20,694 (+6.2%) from 2017

Net Income

Up

$50,072

Up $43,873 (+708%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2018

Assets$3,916,742
Liabilities$0
Net Assets$3,916,742
Open 2018 Filing

Operations Trend

Revenue Growth73rd 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

2018

Revenue$402,884
Expenses$352,812
Net Income$50,072
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$32,201-$32,201
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
2019-05-13
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 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0510
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0NICHOLS RISE & CO LLC TAX RETURN PREP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0455970
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0434951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0424355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1893480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21227625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0563981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1963751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21114593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INDIVIDUAL EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS - DOMESTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MUTUAL FUNDS - INTERNATIONAL
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0148612
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0142009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0315000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01585000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt084739
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0275842
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt053
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt042250
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0402884
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0402884
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0275842
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt032201
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt032201
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0302663
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0302663
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt084739
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt084739
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt050072
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt042250
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt042250
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0867563
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0275842
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0357338
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04603
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04603
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08232
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012414
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0303084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt045546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0352812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0402884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0402884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0421
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt045546
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0591721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0275842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0275842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0867563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0275842
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt050072
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02489
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01622
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03919231
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03867537
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03916742
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0273453
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0273453
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0273453
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0277026
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03573
IRS990PF/DistributableAmountGrp/TotalTaxAmt03573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt02876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02876
IRS990PF/FMVAssetsEOYAmt05255092
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02212
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt011734
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt011734
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0465249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0455970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0434951
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02493968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02545460
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02642325
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0315000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0315000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01585000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03867537
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03916742
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0440128
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0439966
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0439073
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03867537
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03916742
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05255092
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03867537
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03916742
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03867537
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03916742
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0150980
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0148612
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0142009
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05624903
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0375643
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03664260
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt084374
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01585000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0277026
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05540529
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05624903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt032201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0601 PIERCE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SIOUX CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd051101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0249429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0253002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0277285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0299809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0284168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0231811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0210389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.036824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05540529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05556849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05810915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06081763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06295129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05252610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0303084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.225097
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0299511
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0303084
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03573
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0303084
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0601 PIERCE STREET SIOUX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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/Amt0302663
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/TotalGrantOrContriPdDurYrAmt0302663
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/AppliedToCurrentYearAmt0255246
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt047838
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0273453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0303084
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018207
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt047838
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ANDERSON & RENDER LLP LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0395
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0395
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02299
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1190
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02018 REG INVEST CO INCOME NOT RECORDED UNTIL 2019
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1RECLASSIFICATION OF ROC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENTAL MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RENTAL REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RENTAL INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02958
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11570
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02958
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt275
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01263
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1359
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02017 REG INVEST CO INCOME RECORDED IN 2018
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt02471
TaxesSchedule/TaxesDetail/Amt15761
TaxesSchedule/TaxesDetail/Amt22876
TaxesSchedule/TaxesDetail/Amt31306
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1RENTAL REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt32017 FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02471
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15761
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pam Magnuson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
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/AtSubmissionCreationDeviceId079C204810C3A8A21773FE1CDD2B9430154EAE509
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF3BFBFFD5E94ED43D1DDB66CBE9F79C1487CC81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:15:11
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/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02019-05-13T12:15:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,916,742
Liabilities
$0
Net assets
$3,916,742
Revenue
$402,884
Expenses
$352,812
Net income
$50,072
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