Civic Intelligence

Gilchrist Foundation

990PF • Fiscal year 2021 • EIN 42-6578668

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

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

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

71st percentile

32%

Higher net margin than 71% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$294,432

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

32nd percentile

3.5%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

116%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$35,206,804

Up $1,204,887 (+3.5%) from 2020

Net Assets

Up

$35,206,804

Up $1,204,887 (+3.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin71st percentile

Revenue

Up

$3,755,595

Up $2,020,544 (+116%) from 2020

Expenses

Up

$2,550,750

Up $655,897 (+35%) from 2020

Net Income

Up

$1,204,845

Up $1,364,647 (+854%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$35,206,804
Liabilities$0
Net Assets$35,206,804
Open 2021 Filing

Operations Trend

Revenue Growth86th 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

2021

Revenue$3,755,595
Expenses$2,550,750
Net Income$1,204,845
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$294,432-$294,432
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
Kelli Blair
Title
Trustee
Phone
7122776586
Signed
2022-05-10
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 Appendix299 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/AppliedToYear1Amt01708030
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02243097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02160801
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01790326
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01708030
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02197
OtherDecreasesSchedule/OtherDecreasesDetail/Amt110140
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEBSITE ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt096
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15582
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010948
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11431
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF PRIOR YEAR CONTRIBUTIONS
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt124210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PULLEN INVESTMENT MANAGEMENT INVESTMENT MANAGER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1RIVERBRIDGE PARTNERS INVESTMENT MANAGER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016183
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt124210
TaxesSchedule/TaxesDetail/Amt028961
TaxesSchedule/TaxesDetail/Amt116060
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12021 FEDERAL ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt028961
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
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/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/ReturnTs02022-05-10T14:21:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLAIR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,206,804
Liabilities
$0
Net assets
$35,206,804
Revenue
$3,755,595
Expenses
$2,550,750
Net income
$1,204,845
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