Civic Intelligence

Robert Dale Carstens Charitable Trust

990PF • Fiscal year 2019 • EIN 45-6932800

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 14, 2020

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.

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

2nd percentile

-297%

Higher net margin than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$7,500

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-22%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Flat

$1,770,629

Flat from 2019

Net Assets

$1,770,629

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Flat

$43,066

Flat from 2019

Expenses

Flat

$170,900

Flat from 2019

Net Income

Flat

-$127,834

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,943,202Liabilities 2013: $02013Assets 2014: $2,776,977Liabilities 2014: $0Net Assets 2014: $2,776,9772014Assets 2015: $2,458,568Liabilities 2015: $0Net Assets 2015: $2,458,5682015Assets 2016: $2,232,161Liabilities 2016: $0Net Assets 2016: $2,232,1612016Assets 2017: $2,147,547Liabilities 2017: $0Net Assets 2017: $2,147,5472017Assets 2019: $1,770,629Liabilities 2019: $0Net Assets 2019: $1,770,6292019Assets 2019: $1,770,629Liabilities 2019: $12019Assets 2020: $1,608,225Liabilities 2020: $0Net Assets 2020: $1,608,2252020Assets 2021: $1,755,685Liabilities 2021: $0Net Assets 2021: $1,755,6852021Assets 2022: $1,484,897Liabilities 2022: $12022Assets 2023: $1,399,001Liabilities 2023: $12023Assets 2024: $1,428,392Liabilities 2024: $0Net Assets 2024: $1,428,3922024

Highlighted filing

2019

Assets$1,770,629
Liabilities$0
Net Assets$1,770,629
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $2,994,521Expenses 2013: $135,684Net Income 2013: $2,858,8372013Revenue 2014: $101,591Expenses 2014: $258,169Net Income 2014: -$156,5782014Revenue 2015: $52,175Expenses 2015: $256,059Net Income 2015: -$203,8842015Revenue 2016: -$15,186Expenses 2016: $349,070Net Income 2016: -$364,2562016Revenue 2017: $106,527Expenses 2017: $241,256Net Income 2017: -$134,7292017Revenue 2019: $43,066Expenses 2019: $170,900Net Income 2019: -$127,8342019Revenue 2019: $43,066Expenses 2019: $170,900Net Income 2019: -$127,8342019Revenue 2020: $44,876Expenses 2020: $173,904Net Income 2020: -$129,0282020Revenue 2021: $112,662Expenses 2021: $72,510Net Income 2021: $40,1522021Revenue 2022: $10,272Expenses 2022: $69,315Net Income 2022: -$59,0432022Revenue 2023: $29,326Expenses 2023: $268,186Net Income 2023: -$238,8602023Revenue 2024: $44,621Expenses 2024: $139,585Net Income 2024: -$94,9642024

Highlighted filing

2019

Revenue$43,066
Expenses$170,900
Net Income-$127,834
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 14, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY JO HINRICHSCo-Trustee-$7,500-$7,500
W SCOTT DAVISCo-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
2020-04-14
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
Raw XML Appendix296 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168512
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0146000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt087644
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0116512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0119093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0216063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0107144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt076199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt076199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0628198
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt069386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0116512
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0119093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0216063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0107144
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0157030
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069386
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0704397
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0635011
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0425
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0114287
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011500
TaxesSchedule/TaxesDetail/Amt0720
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED NIIT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0720
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W SCOTT DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04024751075
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT D CARSTENS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0456932800
ReturnHeader/Filer/PhoneNum04024751075
ReturnHeader/Filer/USAddress/AddressLine1Txt01248 O STREET RM/STE 600
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068508
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId078C49FC0139A10F884BB42B4F701AE65D25F78C4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078C49FC0139A10F884BB42B4F701AE65D25F78C4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.46.49.20
ReturnHeader/FilingSecurityInformation/IPDt02020-04-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:20:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470650756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMG CERTIFIED PUBLIC ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 S 84TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0685102606
ReturnHeader/PreparerPersonGrp/PhoneNum04024837781
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH BOEHLE POOL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-16T18:20:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,770,629
Liabilities
$0
Net assets
$1,770,629
Revenue
$43,066
Expenses
$170,900
Net income
-$127,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$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