Civic Intelligence

Gilchrist Foundation

990PF • Fiscal year 2018 • EIN 42-6578668

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

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$239,941

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$33,590,798

Up $774,710 (+2.4%) from 2017

Net Assets

Up

$33,590,798

Up $774,710 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin79th percentile

Revenue

Up

$3,148,101

Up $654,634 (+26%) from 2017

Expenses

Up

$2,316,831

Up $392,534 (+20%) from 2017

Net Income

Up

$831,270

Up $262,100 (+46%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40M$30M$20M$10M$0Assets 2011: $29,854,522Liabilities 2011: $02011Assets 2012: $30,197,317Liabilities 2012: $02012Assets 2013: $31,932,867Liabilities 2013: $0Net Assets 2013: $31,932,8672013Assets 2014: $32,807,930Liabilities 2014: $0Net Assets 2014: $32,807,9302014Assets 2015: $32,621,939Liabilities 2015: $0Net Assets 2015: $32,621,9392015Assets 2016: $32,174,168Liabilities 2016: $0Net Assets 2016: $32,174,1682016Assets 2017: $32,816,088Liabilities 2017: $0Net Assets 2017: $32,816,0882017Assets 2018: $33,590,798Liabilities 2018: $0Net Assets 2018: $33,590,7982018Assets 2019: $34,027,774Liabilities 2019: $0Net Assets 2019: $34,027,7742019Assets 2020: $34,001,917Liabilities 2020: $0Net Assets 2020: $34,001,9172020Assets 2021: $35,206,804Liabilities 2021: $0Net Assets 2021: $35,206,8042021Assets 2022: $33,626,664Liabilities 2022: $0Net Assets 2022: $33,626,6642022Assets 2023: $33,155,882Liabilities 2023: $0Net Assets 2023: $33,155,8822023Assets 2024: $33,448,339Liabilities 2024: $0Net Assets 2024: $33,448,3392024

Highlighted filing

2018

Assets$33,590,798
Liabilities$0
Net Assets$33,590,798
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $3,118,495Expenses 2011: $1,964,593Net Income 2011: $1,153,9022011Revenue 2012: $2,038,141Expenses 2012: $1,756,728Net Income 2012: $281,4132012Revenue 2013: $3,627,379Expenses 2013: $1,944,223Net Income 2013: $1,683,1562013Revenue 2014: $2,894,626Expenses 2014: $1,957,099Net Income 2014: $937,5272014Revenue 2015: $2,044,928Expenses 2015: $2,390,254Net Income 2015: -$345,3262015Revenue 2016: $1,786,971Expenses 2016: $2,203,332Net Income 2016: -$416,3612016Revenue 2017: $2,493,467Expenses 2017: $1,924,297Net Income 2017: $569,1702017Revenue 2018: $3,148,101Expenses 2018: $2,316,831Net Income 2018: $831,2702018Revenue 2019: $2,666,659Expenses 2019: $2,293,754Net Income 2019: $372,9052019Revenue 2020: $1,735,051Expenses 2020: $1,894,853Net Income 2020: -$159,8022020Revenue 2021: $3,755,595Expenses 2021: $2,550,750Net Income 2021: $1,204,8452021Revenue 2022: $902,571Expenses 2022: $2,504,518Net Income 2022: -$1,601,9472022Revenue 2023: $2,010,468Expenses 2023: $2,488,163Net Income 2023: -$477,6952023Revenue 2024: $2,871,725Expenses 2024: $2,581,405Net Income 2024: $290,3202024

Highlighted filing

2018

Revenue$3,148,101
Expenses$2,316,831
Net Income$831,270
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 Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$239,941-$239,941
Filing and Contact Details

Filer

Filer Name
Gilchrist Foundation
EIN
42-6578668
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 Appendix337 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01955158
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01420098
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01503809
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt157288
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CTF ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEMORIAL PLANTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEBSITE ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04618
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04618
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt197
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210238
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt13748
OtherIncreasesSchedule/OtherIncreasesDetail/Amt211715
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc2BASIS ADJUSTMENTS
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NATIONAL INVESTMENT SERVICES INVESTMENT MANAGER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03257
TaxesSchedule/TaxesDetail/Amt026364
TaxesSchedule/TaxesDetail/Amt143600
TaxesSchedule/TaxesDetail/Amt229148
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12018 FEDERAL ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt22017 FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026364
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/BusinessNameLine1Txt0GILCHRIST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GILC
ReturnHeader/Filer/EIN0426578668
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/IPTm012:15:06
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/ReturnTs02019-05-13T12:15:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$33,590,798
Liabilities
$0
Net assets
$33,590,798
Revenue
$3,148,101
Expenses
$2,316,831
Net income
$831,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$2.87$2.58$0.29
2023Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$2.01$2.49$0.48
2022Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$0.90$2.50$1.60
2021Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$3.76$2.55$1.20
2020Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$1.74$1.89$0.16
2019Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$2.67$2.29$0.37
2018Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$3.15$2.32$0.83
2017Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$2.49$1.92$0.57
2016Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$1.79$2.20$0.42
2015Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$2.04$2.39$0.35
2014Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$2.89$1.96$0.94
2013Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$3.63$1.94$1.68
2012Summary only. Only limited summary data is available for this year.$30.2$0.00$2.04$1.76$0.28
2011Summary only. Only limited summary data is available for this year.$29.9$0.00$3.12$1.96$1.15