Civic Intelligence

Robert Dale Carstens Charitable Trust

990PF • Fiscal year 2020 • EIN 45-6932800

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 12, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-288%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$7,500

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

10th percentile

-9.2%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

4.2%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,608,225

Down $162,404 (-9.2%) from 2019

Net Assets

$1,608,225

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Up

$44,876

Up $1,810 (+4.2%) from 2019

Expenses

Up

$173,904

Up $3,004 (+1.8%) from 2019

Net Income

Down

-$129,028

Down $1,194 (-0.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th 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: $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

2020

Assets$1,608,225
Liabilities$0
Net Assets$1,608,225
Open 2020 Filing

Operations Trend

Revenue Growth59th 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 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

2020

Revenue$44,876
Expenses$173,904
Net Income-$129,028
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay48th 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
2021-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Bmg Certified Public Accountants Llp
Address
3533 S 85TH ST, LINCOLN, NE 68520
Preparer
Sarah Boehle Pool
Phone
4024837781
Raw XML Appendix262 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/QualifyingDistributionsAmt0160610
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt076966
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0705164
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0628198
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt033376
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010031
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010031
TaxesSchedule/TaxesDetail/Amt0529
TaxesSchedule/TaxesDetail/Amt11084
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0529
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W SCOTT DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04024751075
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-12
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/PreparerFirmGrp/PreparerFirmEIN0470650756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMG CERTIFIED PUBLIC ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03533 S 85TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068520
ReturnHeader/PreparerPersonGrp/PhoneNum04024837781
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH BOEHLE POOL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-13T08:44:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0W SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,608,225
Liabilities
$0
Net assets
$1,608,225
Revenue
$44,876
Expenses
$173,904
Net income
-$129,028
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
2020Detailed filing. Detailed filing data is available for this year.$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