Civic Intelligence

The Wayne J and Wanda M Lillich Charitable Foundation Trust

990PF • Fiscal year 2019 • EIN 46-7472719

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization Profile
Union Bank Trust 6801 S 27th StLincoln, NE 68512

(402) 323-1274

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

1st percentile

-431%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

49th percentile

$16,784

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 81.1% of source-year revenue.

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

Asset Growth

19th percentile

-4.8%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,783,693

Down $89,298 (-4.8%) from 2018

Net Assets

Down

$1,783,693

Down $89,298 (-4.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$20,707

Down $103,814 (-83%) from 2018

Expenses

Down

$110,005

Down $14,721 (-12%) from 2018

Net Income

Down

-$89,298

Down $89,093 (-43460%) from 2018

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 2014: $2,036,241Liabilities 2014: $02014Assets 2015: $1,963,387Liabilities 2015: $02015Assets 2017: $1,873,196Liabilities 2017: $0Net Assets 2017: $1,873,1962017Assets 2018: $1,872,991Liabilities 2018: $0Net Assets 2018: $1,872,9912018Assets 2019: $1,783,693Liabilities 2019: $0Net Assets 2019: $1,783,6932019Assets 2020: $1,720,209Liabilities 2020: $0Net Assets 2020: $1,720,2092020Assets 2021: $1,849,187Liabilities 2021: $0Net Assets 2021: $1,849,1872021Assets 2022: $1,823,755Liabilities 2022: $0Net Assets 2022: $1,823,7552022Assets 2023: $1,768,839Liabilities 2023: $0Net Assets 2023: $1,768,8392023Assets 2024: $1,736,730Liabilities 2024: $0Net Assets 2024: $1,736,7302024

Highlighted filing

2019

Assets$1,783,693
Liabilities$0
Net Assets$1,783,693
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,054,168Expenses 2014: $17,927Net Income 2014: $2,036,2412014Revenue 2015: $46,393Expenses 2015: $119,247Net Income 2015: -$72,8542015Revenue 2017: $64,761Expenses 2017: $108,687Net Income 2017: -$43,9262017Revenue 2018: $124,521Expenses 2018: $124,726Net Income 2018: -$2052018Revenue 2019: $20,707Expenses 2019: $110,005Net Income 2019: -$89,2982019Revenue 2020: $49,855Expenses 2020: $113,339Net Income 2020: -$63,4842020Revenue 2021: $266,011Expenses 2021: $137,033Net Income 2021: $128,9782021Revenue 2022: $110,926Expenses 2022: $136,358Net Income 2022: -$25,4322022Revenue 2023: $74,292Expenses 2023: $129,208Net Income 2023: -$54,9162023Revenue 2024: $149,108Expenses 2024: $181,217Net Income 2024: -$32,1092024

Highlighted filing

2019

Revenue$20,707
Expenses$110,005
Net Income-$89,298
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Union Bank Trust CompanyCo-Trustee: As Needed-$16,784-$16,784
Jeanne' M LillichCo-Trustee: As Needed-$0--
Ruth Ann LambCo-Trustee: As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Wayne J and Wanda M Lillich Charitable
EIN
46-7472719
In Care Of
% UNION BANK & TRUST COMPANY
Phone
4023231274
Address
Union Bank Trust 6801 S 27th St, Lincoln, NE 68512

Signing Officer

Name
Union Bank Trust Company
Title
Trustee
Phone
4024378383
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Labenz & Associates LLC
Address
8555 Pioneers Boulevard, LINCOLN, NE 68520
Preparer
Vonita L Wood
Phone
4024378383
Raw XML Appendix318 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS CAPITAL GAIN (LOSS) - ST
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01783693
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Union Bank Trust Company
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeanne' M Lillich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ruth Ann Lamb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee: As Needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee: As Needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee: As Needed
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17547 Exbury Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2147 Oak Street
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06801 S 27TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lincoln
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068512
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0UNION BANK & TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04023231274
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To further programs of the organization including a grant for the school scholarship endowment growth project.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To further programs of the organization including a $45,000 grant for the school science building project.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Lincoln Lutheran MiddleHigh School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Concordia University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01100 North 56th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 N Columbia Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lincoln
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Seward
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168434
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
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/AppliedToCurrentYearAmt020484
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt074259
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094743
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt076617
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt074259
TaxesSchedule/TaxesDetail/Amt0422
TaxesSchedule/TaxesDetail/Amt11120
TaxesSchedule/TaxesDetail/Amt2584
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt12019 FORM 990-PF ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt22018 FORM 990-PF TAX DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0422
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0UNION BANK TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04024378383
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wayne J and Wanda M Lillich Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Tr
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0467472719
ReturnHeader/Filer/InCareOfNm0% UNION BANK & TRUST COMPANY
ReturnHeader/Filer/PhoneNum04023231274
ReturnHeader/Filer/USAddress/AddressLine1Txt0Union Bank Trust 6801 S 27th St
ReturnHeader/Filer/USAddress/CityNm0Lincoln
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068512
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A166858F2309C78536192F8C2444458D5230706A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008F3CC5038AC51D9188E1329060CF81E9B97047B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId047121420201545000026
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-06-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.51.221.110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Labenz & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08555 Pioneers Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068520
ReturnHeader/PreparerPersonGrp/PhoneNum04024378383
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vonita L Wood
ReturnHeader/ReturnTs02020-06-02T10:12:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,783,693
Liabilities
$0
Net assets
$1,783,693
Revenue
$20,707
Expenses
$110,005
Net income
-$89,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.15$0.18$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.07$0.13$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.11$0.14$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.27$0.14$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.05$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.02$0.11$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.12$0.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.11$0.04
2015Summary only. Only limited summary data is available for this year.$1.96$0.00$0.05$0.12$0.07
2014Summary only. Only limited summary data is available for this year.$2.04$0.00$2.05$0.02$2.04