Robert Dale Carstens Charitable Trust

990PF • Fiscal year 2014 • EIN 45-6932800

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 01, 2015

Organization Profile

1248 O StreetRoom/Suite 600Lincoln, NE 68508

(402) 475-1075

Siviq Scores

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

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

-154%

Higher net margin than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

$7,500

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

-5.6%

Faster asset growth than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

-97%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets28th percentile

Assets

Down

$2,776,977

Down $166,225 (-5.6%) from 2013

Net Assets

$2,776,977

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin3rd percentile

Revenue

Down

$101,591

Down $2,892,930 (-97%) from 2013

Expenses

$258,169

Up $122,485 (+90%) from 2013

Net Income

Down

-$156,578

Down $3,015,415 (-105%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2014

Assets$2,776,977

Liabilities$0

Net Assets$2,776,977

Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2014

Revenue$101,591

Expenses$258,169

Net Income-$156,578

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Apr 1, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KELLY JO HINRICHS	Co-Trustee	-	$7,500	-	$7,500
W SCOTT DAVIS	Co-Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Robert D Carstens Charitable Trust
EIN: 45-6932800
Phone: 4024751075
Address: 1248 O STREET, ROOM/SUITE 600, LINCOLN, NE 68508

Signing Officer

Name: W Scott Davis
Title: Trustee
Phone: 4024751075
Signed: 2015-04-01
Discuss with paid preparer: Yes

Preparer

Firm: Bmg Certified Public Accountants Llp
Address: 211 SOUTH 84TH STREET SUITE 100, LINCOLN, NE 68510
Preparer: Sarah Boehle Pool
Phone: 4024837781

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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/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 82889
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 24466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	4720 RANDOLPH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1010 LINCOLN MALL 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	68501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	68124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	68510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	68508
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	221000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	138296
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	20430
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	138296
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	76199
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	76199
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	234925
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	76199
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	76199
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	20430
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	BAYLOR EVNEN - LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	4898
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	5762
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	864
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	9647
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1539
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	15
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MISCELLANEOUS REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	233
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	17953
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	LPL FINANCIAL INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	17953
TaxesSchedule/TaxesDetail/Amt	0	284
TaxesSchedule/TaxesDetail/Amt	1	694
TaxesSchedule/TaxesDetail/Amt	2	14
TaxesSchedule/TaxesDetail/Amt	3	720
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	NET INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	3	ESTIMATED NIIT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	14
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	284
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	W SCOTT DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4024751075
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERT D CARSTENS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	456932800
ReturnHeader/Filer/PhoneNum	0	4024751075
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1248 O STREET
ReturnHeader/Filer/USAddress/AddressLine2Txt	0	ROOM/SUITE 600
ReturnHeader/Filer/USAddress/CityNm	0	LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NE
ReturnHeader/Filer/USAddress/ZIPCd	0	68508
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	470650756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BMG CERTIFIED PUBLIC ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	211 SOUTH 84TH STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	68510
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4024837781
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SARAH BOEHLE POOL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-04-02T09:38:11-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,776,977
Liabilities: $0
Net assets: $2,776,977
Revenue: $101,591
Expenses: $258,169
Net income: -$156,578

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.43	$0.00	$1.43	$0.04	$0.14	$0.09
2023Summary only. Only limited summary data is available for this year.	$1.40	$0.00		$0.03	$0.27	$0.24
2022Summary only. Only limited summary data is available for this year.	$1.48	$0.00		$0.01	$0.07	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$1.76	$0.00	$1.76	$0.11	$0.07	$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.61	$0.00	$1.61	$0.04	$0.17	$0.13
2019Summary only. Only limited summary data is available for this year.	$1.77	$0.00		$0.04	$0.17	$0.13
2017Detailed filing. Detailed filing data is available for this year.	$2.15	$0.00	$2.15	$0.11	$0.24	$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.23	$0.00	$2.23	$0.02	$0.35	$0.36
2015Detailed filing. Detailed filing data is available for this year.	$2.46	$0.00	$2.46	$0.05	$0.26	$0.20
2014Detailed filing. Detailed filing data is available for this year.	$2.78	$0.00	$2.78	$0.10	$0.26	$0.16
2013Summary only. Only limited summary data is available for this year.	$2.94	$0.00		$2.99	$0.14	$2.86