Civic Intelligence

Leo B Riley Family Scholarship Fund

990PF • Fiscal year 2017 • EIN 42-6620636

Aug 01, 2016 to Jul 31, 2017 • Filed on Oct 05, 2017

Organization Profile
Security Natl Bank PO Box 147Sioux City, IA 51102

(712) 277-6586

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-97%

Higher net margin than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,550

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 37.7% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-5.1%

Faster asset growth than 34% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$121,241

Down $6,523 (-5.1%) from 2016

Net Assets

Down

$121,241

Down $6,523 (-5.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$6,758

Up $927 (+16%) from 2016

Expenses

Up

$13,316

Up $2,333 (+21%) from 2016

Net Income

Down

-$6,558

Down $1,406 (-27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$150K$100K$50K$0Assets 2012: $130,864Liabilities 2012: $02012Assets 2013: $133,502Liabilities 2013: $02013Assets 2014: $132,801Liabilities 2014: $0Net Assets 2014: $132,8012014Assets 2015: $132,858Liabilities 2015: $0Net Assets 2015: $132,8582015Assets 2016: $127,764Liabilities 2016: $0Net Assets 2016: $127,7642016Assets 2017: $121,241Liabilities 2017: $0Net Assets 2017: $121,2412017Assets 2018: $123,680Liabilities 2018: $0Net Assets 2018: $123,6802018Assets 2019: $122,947Liabilities 2019: $0Net Assets 2019: $122,9472019Assets 2020: $120,441Liabilities 2020: $0Net Assets 2020: $120,4412020Assets 2021: $116,402Liabilities 2021: $0Net Assets 2021: $116,4022021Assets 2022: $118,284Liabilities 2022: $0Net Assets 2022: $118,2842022Assets 2023: $112,638Liabilities 2023: $0Net Assets 2023: $112,6382023Assets 2024: $110,918Liabilities 2024: $0Net Assets 2024: $110,9182024Assets 2025: $111,725Liabilities 2025: $0Net Assets 2025: $111,7252025

Highlighted filing

2017

Assets$121,241
Liabilities$0
Net Assets$121,241
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$20K$10K$0-$10KRevenue 2012: $2,360Expenses 2012: $11,691Net Income 2012: -$9,3312012Revenue 2013: $12,736Expenses 2013: $10,133Net Income 2013: $2,6032013Revenue 2014: $10,425Expenses 2014: $11,066Net Income 2014: -$6412014Revenue 2015: $12,209Expenses 2015: $12,116Net Income 2015: $932015Revenue 2016: $5,831Expenses 2016: $10,983Net Income 2016: -$5,1522016Revenue 2017: $6,758Expenses 2017: $13,316Net Income 2017: -$6,5582017Revenue 2018: $13,315Expenses 2018: $10,976Net Income 2018: $2,3392018Revenue 2019: $10,996Expenses 2019: $11,802Net Income 2019: -$8062019Revenue 2020: $10,410Expenses 2020: $12,931Net Income 2020: -$2,5212020Revenue 2021: $10,865Expenses 2021: $14,862Net Income 2021: -$3,9972021Revenue 2022: $11,054Expenses 2022: $9,058Net Income 2022: $1,9962022Revenue 2023: $6,250Expenses 2023: $11,860Net Income 2023: -$5,6102023Revenue 2024: $10,604Expenses 2024: $12,319Net Income 2024: -$1,7152024Revenue 2025: $10,788Expenses 2025: $9,941Net Income 2025: $8472025

Highlighted filing

2017

Revenue$6,758
Expenses$13,316
Net Income-$6,558
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Oct 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,550-$2,550
Filing and Contact Details

Filer

Filer Name
Leo B Riley Scholarship Trust
EIN
42-6620636
Phone
7122776586
Address
SECURITY NATL BANK PO BOX 147, SIOUX CITY, IA 51102

Signing Officer

Name
Pam Magnuson
Title
Trustee
Phone
7122776586
Signed
2017-10-05
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 Appendix344 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - DOMESTIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - INTERNATIONAL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04027
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043789
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07762
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06904
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010205
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043789
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040711
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt010177
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BOYD LAW OFFICE PC COURT REPRESENTATION
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01200
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01200
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Court Cost
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0119
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEO B RILEY SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEOB
ReturnHeader/Filer/EIN0426620636
ReturnHeader/Filer/PhoneNum07122776586
ReturnHeader/Filer/USAddress/AddressLine1Txt0SECURITY NATL BANK PO BOX 147
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB80F265253E050D7C2AAF39962E0C127CF1C52D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F0A166111E36E80EFE48989DD502429DA6CFD75
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02017-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:30:07
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/PreparationDt02017-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02017-10-05T14:30:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,241
Liabilities
$0
Net assets
$121,241
Revenue
$6,758
Expenses
$13,316
Net income
-$6,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.11$0.10$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.11$0.12$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.06$0.12$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.11$0.09$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.11$0.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10$0.13$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.11$0.12$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.13$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.13$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.06$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.12$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.10$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.13$0.10$0.03
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.02$0.12$0.09