Civic Intelligence

Carl Riley Brodersen Charitable Trust Roger R Brodersen Trustee

990PF • Fiscal year 2013 • EIN 47-0830317

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 29, 2014

12020 Shamrock PlazaSuite 20068154

(402) 346-7788

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

17th percentile

-22%

Higher net margin than 17% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

51st percentile

$10,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$1,394,563

Down $17,626 (-1.2%) from 2012

Net Assets

Down

$1,394,563

Down $17,626 (-1.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$81,580

No earlier filing loaded for comparison.

Expenses

Up

$99,206

Up $372 (+0.4%) from 2012

Net Income

-$17,626

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,534,222Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $1,464,365Liabilities 2011: $0Net Assets 2011: $1,464,3652011Assets 2012: $1,412,189Liabilities 2012: $0Net Assets 2012: $1,412,1892012Assets 2013: $1,394,563Liabilities 2013: $0Net Assets 2013: $1,394,5632013Assets 2014: $1,366,030Liabilities 2014: $0Net Assets 2014: $1,366,0302014Assets 2015: $1,376,833Liabilities 2015: $0Net Assets 2015: $1,376,8332015Assets 2016: $1,222,508Liabilities 2016: $0Net Assets 2016: $1,222,5082016Assets 2017: $1,169,509Liabilities 2017: $0Net Assets 2017: $1,169,5092017Assets 2018: $1,131,418Liabilities 2018: $0Net Assets 2018: $1,131,4182018Assets 2019: $1,052,791Liabilities 2019: $0Net Assets 2019: $1,052,7912019Assets 2020: $1,095,774Liabilities 2020: $0Net Assets 2020: $1,095,7742020Assets 2021: $1,107,380Liabilities 2021: $0Net Assets 2021: $1,107,3802021Assets 2022: $995,365Liabilities 2022: $0Net Assets 2022: $995,3652022Assets 2023: $951,064Liabilities 2023: $0Net Assets 2023: $951,0642023Assets 2024: $894,891Liabilities 2024: $0Net Assets 2024: $894,8912024

Highlighted filing

2013

Assets$1,394,563
Liabilities$0
Net Assets$1,394,563

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $134,3172010Expenses 2011: $124,5312011Expenses 2012: $98,8342012Revenue 2013: $81,580Expenses 2013: $99,206Net Income 2013: -$17,6262013Revenue 2014: $73,908Expenses 2014: $102,441Net Income 2014: -$28,5332014Revenue 2015: $51,735Expenses 2015: $99,828Net Income 2015: -$48,0932015Revenue 2016: -$54,910Expenses 2016: $91,275Net Income 2016: -$146,1852016Revenue 2017: $47,453Expenses 2017: $91,775Net Income 2017: -$44,3222017Revenue 2018: $45,494Expenses 2018: $95,984Net Income 2018: -$50,4902018Revenue 2019: $54,849Expenses 2019: $85,375Net Income 2019: -$30,5262019Revenue 2020: $149,014Expenses 2020: $89,155Net Income 2020: $59,8592020Revenue 2021: $35,041Expenses 2021: $84,621Net Income 2021: -$49,5802021Revenue 2022: -$26,320Expenses 2022: $86,420Net Income 2022: -$112,7402022Revenue 2023: $13,672Expenses 2023: $71,559Net Income 2023: -$57,8872023Revenue 2024: $15,885Expenses 2024: $81,040Net Income 2024: -$65,1552024

Highlighted filing

2013

Revenue$81,580
Expenses$99,206
Net Income-$17,626
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 29, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY BRODERSENDirector-$10,000-$10,000
ROGER BRODERSENTrustee-$0--
Filing and Contact Details

Filer

EIN
47-0830317
In Care Of
% ROGER BRODERSEN

Signing Officer

Name
Roger Brodersen
Title
Trustee
Phone
4028984050
Signed
2014-03-29
Discuss with paid preparer
Yes

Preparer

Phone
4023467788
Raw XML Appendix272 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MSSB ACCT. #4827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01595580
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt044403
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MSSB #4827 LONG TERM (COVERED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MSSB #4827 LONG TERM (NONCOVERED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MSSB #4827 CAPITAL GAIN DIST.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01394563
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt078463
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01387
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01593156
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023897
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01569259
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROGER BRODERSEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1012809 WEST DODGE ROAD
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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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/AppliedToCurrentYearAmt010207
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt066793
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt077076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt066869
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt066793
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEE (ACCT. 4943)
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011759
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011759
TaxesSchedule/TaxesDetail/Amt0447
TaxesSchedule/TaxesDetail/CategoryTxt02012 FOREIGN TAXES PAID-MSSB
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0447
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER BRODERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04028984050
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARL RILEY BRODERSEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20ROGER R BRODERSEN TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0470830317
ReturnHeader/Filer/InCareOfNm0% ROGER BRODERSEN
ReturnHeader/Filer/USAddress/AddressLine1012020 SHAMROCK PLAZA
ReturnHeader/Filer/USAddress/AddressLine20Suite 200
ReturnHeader/Filer/USAddress/City0OMAHA
ReturnHeader/Filer/USAddress/State0NE
ReturnHeader/Filer/USAddress/ZIPCode068154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101601 DODGE STREET SUITE 3100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode068102
ReturnHeader/PreparerPersonGrp/PhoneNum04023467788
ReturnHeader/ReturnTs02014-03-29T08:01:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.02$0.08$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.01$0.07$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.03$0.09$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.04$0.08$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.15$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05$0.09$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.05$0.09$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.05$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.10$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.53$0.00$0.00$0.13
Peer Organizations

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