Civic Intelligence

Gilchrist Foundation

990PF • Fiscal year 2019 • EIN 42-6578668

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

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

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$235,638

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

37th percentile

1.3%

Faster asset growth than 37% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$34,027,774

Up $436,976 (+1.3%) from 2018

Net Assets

Up

$34,027,774

Up $436,976 (+1.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin69th percentile

Revenue

Down

$2,666,659

Down $481,442 (-15%) from 2018

Expenses

Down

$2,293,754

Down $23,077 (-1.0%) from 2018

Net Income

Down

$372,905

Down $458,365 (-55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$34,027,774
Liabilities$0
Net Assets$34,027,774
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$2,666,659
Expenses$2,293,754
Net Income$372,905
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$235,638-$235,638
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
2020-05-13
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 Appendix322 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt01844874
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01284565
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01420098
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016287
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CTF ADMIN FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEBSITE ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt197
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28037
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015517
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12430
OtherIncreasesSchedule/OtherIncreasesDetail/Amt262411
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR REGISTERED INVESTMENT INCOME RECORDED THIS YEAR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2BASIS ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012748
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NATIONAL INVESTMENT SERVICES INVESTMENT MANAGER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012748
TaxesSchedule/TaxesDetail/Amt034039
TaxesSchedule/TaxesDetail/Amt113821
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12019 FEDERAL ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt034039
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
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/AtSubmissionFilingDeviceId026B69A732F1BD26892F5F227FFD781D7A8D770B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.80
ReturnHeader/FilingSecurityInformation/IPDt02020-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:47:26
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/ReturnTs02020-05-13T11:47:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,027,774
Liabilities
$0
Net assets
$34,027,774
Revenue
$2,666,659
Expenses
$2,293,754
Net income
$372,905
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