Civic Intelligence

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

990PF • Fiscal year 2023 • EIN 42-6554228

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

20th percentile

-25%

Higher net margin than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$38,440

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

34th percentile

-1.7%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

25%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,738,845

Down $65,613 (-1.7%) from 2022

Net Assets

Down

$3,738,845

Down $65,613 (-1.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin20th percentile

Revenue

Up

$263,020

Up $52,207 (+25%) from 2022

Expenses

Up

$328,963

Up $14,181 (+4.5%) from 2022

Net Income

Up

-$65,943

Up $38,026 (+37%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2023

Assets$3,738,845
Liabilities$0
Net Assets$3,738,845
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$263,020
Expenses$328,963
Net Income-$65,943
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$38,440-$38,440
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
Kelli Blair
Title
Trustee
Phone
7122776586
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Co LLP
Address
302 Jones St Ste 320, Sioux City, IA 51101
Preparer
Lynette Meyer
Phone
7122524309
Raw XML Appendix323 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0275885
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/AppliedToCurrentYearAmt0239307
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037038
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0311784
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/QualifyingDistributionsAmt0276345
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt072477
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037038
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ANDERSON & RENDER LLP LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENTAL MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RENTAL INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03786
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03786
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04085
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SCHOLARSHIP RETURNED
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0426
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14085
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0330
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt02574
TaxesSchedule/TaxesDetail/Amt16783
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1RENTAL REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02574
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16783
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelli Blair
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420634266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 Jones St Ste 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051101
ReturnHeader/PreparerPersonGrp/PhoneNum07122524309
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynette Meyer
ReturnHeader/ReturnTs02024-05-08T12:28:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kelli
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Blair
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,738,845
Liabilities
$0
Net assets
$3,738,845
Revenue
$263,020
Expenses
$328,963
Net income
-$65,943
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