Civic Intelligence

Carl Riley Brodersen Charitable Trust Roger R Brodersen Trustee

990PF • Fiscal year 2015 • EIN 47-0830317

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 30, 2016

12020 SHAMROCK PLAZA Suite 200Omaha, NE 68154
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

7th percentile

-93%

Higher net margin than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$10,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

53rd percentile

0.8%

Faster asset growth than 53% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,376,833

Up $10,803 (+0.8%) from 2014

Net Assets

Up

$1,376,833

Up $10,803 (+0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$51,735

Down $22,173 (-30%) from 2014

Expenses

Down

$99,828

Down $2,613 (-2.6%) from 2014

Net Income

Down

-$48,093

Down $19,560 (-69%) from 2014

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

2015

Assets$1,376,833
Liabilities$0
Net Assets$1,376,833

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

2015

Revenue$51,735
Expenses$99,828
Net Income-$48,093
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 30, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

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

Filer

Filer Name
Carl Riley Brodersen Charitable Trust
EIN
47-0830317
In Care Of
% ROGER BRODERSEN
Address
12020 SHAMROCK PLAZA Suite 200, OMAHA, NE 68154

Signing Officer

Name
Roger Brodersen
Title
Trustee
Signed
2016-03-30

Preparer

Firm
Deloitte Tax Llp
Address
1601 DODGE STREET SUITE 3100, OMAHA, NE 68102
Preparer
Brian Gough
Raw XML Appendix271 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MSSB ACCT. #4827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01365934
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034915
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt051735
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt051735
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034915
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-48093
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0344962
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-22051
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MSSB #4827 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MSSB #4827 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MSSB #4827 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MSSB #4827 CAPITAL GAIN DIST.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-48093
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06843
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01376833
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01418083
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074222
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074222
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074222
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt074621
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0890
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0890
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01289
IRS990PF/FMVAssetsEOYAmt01365934
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01418083
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01418083
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01515139
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01515139
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022727
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt074621
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOOD BANK FOR THE HEARTLAND
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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/AppliedToCurrentYearAmt012095
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt065905
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074222
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/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062127
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt065905
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEE (ACCT. 4943)
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06843
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO COST BASIS OF ASSETS
TaxesSchedule/TaxesDetail/Amt0481
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID-MSSB
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0481
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER BRODERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL RILEY BRODERSEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROGER R BRODERSEN TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0470830317
ReturnHeader/Filer/InCareOfNm0% ROGER BRODERSEN
ReturnHeader/Filer/USAddress/AddressLine1Txt012020 SHAMROCK PLAZA Suite 200
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 DODGE STREET SUITE 3100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068102
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN GOUGH
ReturnHeader/ReturnTs02016-04-18T10:35:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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
2015Detailed filing. Detailed filing data is available for this year.$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