Civic Intelligence

Robert Dale Carstens Charitable Trust

990PF • Fiscal year 2023 • EIN 45-6932800

Jan 01, 2023 to Dec 31, 2023 • Filed on May 05, 2024

Organization Profile
2220 Calvert StreetLincoln, NE 68502

(402) 434-3000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-814%

Higher net margin than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$7,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 25.6% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

19th percentile

-5.8%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

185%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,399,001

Flat from 2023

Net Assets

$1,399,001

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Flat

$29,326

Flat from 2023

Expenses

Flat

$268,186

Flat from 2023

Net Income

Flat

-$238,860

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th 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: $0Net Assets 2023: $1,399,0012023Assets 2023: $1,399,001Liabilities 2023: $12023Assets 2024: $1,428,392Liabilities 2024: $0Net Assets 2024: $1,428,3922024

Highlighted filing

2023

Assets$1,399,001
Liabilities$0
Net Assets$1,399,001
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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 2023: $29,326Expenses 2023: $268,186Net Income 2023: -$238,8602023Revenue 2024: $44,621Expenses 2024: $139,585Net Income 2024: -$94,9642024

Highlighted filing

2023

Revenue$29,326
Expenses$268,186
Net Income-$238,860
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 5, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY JO HINRICHSCo-Trustee-$7,500-$7,500
HEIDI M HAYESCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFDN FOR LINCOLN PUBLIC SCHOOLSPROVIDE SCHOLARSHIPS FOR STUDENTS501(C)(3)LINCOLN, NE, US$113,926
Paid GrantHEARTLAND CANCER FOUNDATIONPROVIDE ASSISTANCE TO CANCER PATIENT501(C)3LINCOLN, NE, US$110,060
Paid GrantREBECCA LYN HAUSMANN FOUNDATIONPROVIDE HELP FOR THOSE WITH CANCER501(C)3LINCOLN, NE, US$23,500
Filing and Contact Details

Filer

Filer Name
Robert D Carstens Charitable Trust
EIN
45-6932800
Phone
4024343000
Address
2220 CALVERT STREET, LINCOLN, NE 68502

Signing Officer

Name
Kelly Jo Hinrichs
Title
Co-trustee
Phone
4024343000
Signed
2024-05-05
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 Appendix282 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/ZIPCd068510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268512
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0247486
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/AppliedToCurrentYearAmt070641
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070641
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt076966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt069386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0116512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0116512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0331771
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0185419
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt076966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt069386
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0256060
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0185419
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0448283
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0262864
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0132
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0155
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt023
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0101
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0152964
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS (LOSSES)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010553
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010553
TaxesSchedule/TaxesDetail/Amt0425
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0425
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY JO HINRICHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04024343000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT D CARSTENS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0456932800
ReturnHeader/Filer/PhoneNum04024343000
ReturnHeader/Filer/USAddress/AddressLine1Txt02220 CALVERT STREET
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068502
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH BOEHLE POOL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-13T14:28:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY JO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HINRICKS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,399,001
Liabilities
$0
Net assets
$1,399,001
Revenue
$29,326
Expenses
$268,186
Net income
-$238,860
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
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.03$0.27$0.24
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