Robert Dale Carstens Charitable Trust

990PF • Fiscal year 2016 • EIN 45-6932800

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 03, 2017

Organization Profile

1248 O Street Rm/Ste 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.

2016 filings • $1M-$5M nonprofits • Source year 2016

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

2399%

Higher net margin than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

$7,500

Higher top officer pay than 45% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

-9.2%

Faster asset growth than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$2,232,161

Down $226,407 (-9.2%) from 2015

Net Assets

Down

$2,232,161

Down $226,407 (-9.2%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$15,186

Down $67,361 (-129%) from 2015

Expenses

$349,070

Up $93,011 (+36%) from 2015

Net Income

Down

-$364,256

Down $160,372 (-79%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

Highlighted filing

2016

Assets$2,232,161

Liabilities$0

Net Assets$2,232,161

Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2016

Revenue-$15,186

Expenses$349,070

Net Income-$364,256

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Apr 3, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay45th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KELLY JO HINRICHS	Co-Trustee	-	$7,500	-	$7,500
W SCOTT DAVIS	Co-Trustee	-	$3,500	-	$3,500

Filing and Contact Details

Filer

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

Signing Officer

Name: W Scott Davis
Title: Co-trustee
Phone: 4024751075
Signed: 2017-04-03
Discuss with paid preparer: Yes

Preparer

Firm: Bmg Certified Public Accountants Llp
Address: 211 S 84TH ST, LINCOLN, NE 68510-2606
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/GrantOrContributionPurposeTxt	1	NURSING CARE FOR CANCER PATIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CARE FOR CANCER PATIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	FDN FOR LINCOLN PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	TABITHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	MAKE-A-WISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 82889
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	4720 RANDOLPH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	8033 S 15TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	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/ZIPCd	0	68501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	68510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	68512
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	320000
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	115588
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	115588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	107144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	76199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	399406
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	216063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	107144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	76199
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	331651
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	216063
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	399406
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	183343
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	BAYLOR EVNEN - LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	726
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	854
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	128
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	137844
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	5
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAINS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	FEDERAL TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	14857
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	LPL FINANCIAL INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	14857
TaxesSchedule/TaxesDetail/Amt	0	214
TaxesSchedule/TaxesDetail/Amt	1	570
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	ESTIMATED NIIT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	214
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	W SCOTT DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4024751075
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-04-03
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 RM/STE 600
ReturnHeader/Filer/USAddress/CityNm	0	LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NE
ReturnHeader/Filer/USAddress/ZIPCd	0	68508
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	F680C21C6E48D4B7A52C8F3C5C5CAD5C37CF7F7F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	F680C21C6E48D4B7A52C8F3C5C5CAD5C37CF7F7F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	470650756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BMG CERTIFIED PUBLIC ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	211 S 84TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	685102606
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4024837781
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SARAH BOEHLE POOL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2017-04-04T13:55:00+00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,232,161
Liabilities: $0
Net assets: $2,232,161
Revenue: -$15,186
Expenses: $349,070
Net income: -$364,256

	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
2016Detailed filing. Detailed filing data is available for this year.	$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