Civic Intelligence

Tom and Alice Kiplinger Foundation

990PF • Fiscal year 2020 • EIN 47-1614405

Jan 01, 2020 to Dec 31, 2020 • Filed on May 25, 2021

PO Box 876Mccook, NE 69001

(308) 340-8000

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

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

37th percentile

-0.0%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

43rd percentile

-4.9%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Down

$3,867,010

Down $1,853 (-0.0%) from 2019

Net Assets

Down

$3,867,010

Down $1,853 (-0.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$92,882

Down $4,824 (-4.9%) from 2019

Expenses

Down

$103,096

Down $25,568 (-20%) from 2019

Net Income

Up

-$10,214

Up $20,744 (+67%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $46,631Liabilities 2015: $02015Assets 2016: $1,130,669Liabilities 2016: $0Net Assets 2016: $1,130,6692016Assets 2017: $687,966Liabilities 2017: $0Net Assets 2017: $687,9662017Assets 2018: $3,692,221Liabilities 2018: $0Net Assets 2018: $3,692,2212018Assets 2019: $3,868,863Liabilities 2019: $0Net Assets 2019: $3,868,8632019Assets 2020: $3,867,010Liabilities 2020: $0Net Assets 2020: $3,867,0102020Assets 2021: $3,899,264Liabilities 2021: $0Net Assets 2021: $3,899,2642021Assets 2022: $3,901,388Liabilities 2022: $0Net Assets 2022: $3,901,3882022Assets 2023: $3,857,838Liabilities 2023: $0Net Assets 2023: $3,857,8382023Assets 2024: $3,935,683Liabilities 2024: $0Net Assets 2024: $3,935,6832024

Highlighted filing

2020

Assets$3,867,010
Liabilities$0
Net Assets$3,867,010

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1,568Expenses 2015: $59Net Income 2015: $1,5092015Revenue 2016: $29,401Expenses 2016: $43,548Net Income 2016: -$14,1472016Revenue 2017: $51,992Expenses 2017: $650,008Net Income 2017: -$598,0162017Revenue 2018: $103,397Expenses 2018: $458,881Net Income 2018: -$355,4842018Revenue 2019: $97,706Expenses 2019: $128,664Net Income 2019: -$30,9582019Revenue 2020: $92,882Expenses 2020: $103,096Net Income 2020: -$10,2142020Revenue 2021: $110,294Expenses 2021: $78,517Net Income 2021: $31,7772021Revenue 2022: $111,567Expenses 2022: $109,443Net Income 2022: $2,1242022Revenue 2023: $111,841Expenses 2023: $155,391Net Income 2023: -$43,5502023Revenue 2024: $173,371Expenses 2024: $95,526Net Income 2024: $77,8452024

Highlighted filing

2020

Revenue$92,882
Expenses$103,096
Net Income-$10,214
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 25, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEB CHRISTYPresident-$0--
DEB LAFFERTYSecretary-$0--
JAMES W UERLINGVice Preside-$0--
BOYD ADKINSONDirector-$0--
CHARLIE COLLINSDirector-$0--
EDDIE NICHOLSDirector-$0--
MARTIN SISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tom & Alice Kiplinger Foundation
EIN
47-1614405
Phone
3083408000
Address
PO BOX 876, MCCOOK, NE 69001

Signing Officer

Name
Deb Lafferty
Title
Secretary
Phone
3083408000
Signed
2021-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Joyce Anderson CPA LLC
Address
PO BOX 292, MCCOOK, NE 69001-0292
Preparer
Joyce R Anderson
Phone
3083454512
Raw XML AppendixShowing 400 of 708 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172020-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182020-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212020-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt02122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1273
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2958
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4508
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-1257
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-54
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-96
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8279
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-390
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10136
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-281
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12-382
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13-42
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt141767
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15946
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-1154
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-2
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-5791
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-98
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-1089
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0A T & T INC NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SHELL INTERNATIONAL 4.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2SHELL INTERNATIONAL 4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ORACLE CORP NOTE 4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt021363
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt123185
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2100885
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3101815
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt029203
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt132941
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2125942
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3122746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt027360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt020132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt329923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0A T & T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VIATRIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0815881
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0855265
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0203593
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0203593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt027260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt226734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt357063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt489163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt554265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt657077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt730226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt874833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt953771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1088439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1184287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN CAP INC BUILDER A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES MSCI EAFE SMALL CAP ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES RUSS MC GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES RUSS MC VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES RUSS 1000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES RUSS 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES S&P 500 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES MSCI EAFE GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES MSCI EAFE VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD LARGE CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD FTSE ALL-WRLD EXUS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt027774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt242702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt366127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4100633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt571170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt688072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt739557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt876417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt960551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10119152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1196878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024916
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-2984
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt029774
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt016700
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd030
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt068406
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt068406
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03740
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt071390
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt06668
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt06668
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt06668
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt024916
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019039
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024916
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10214
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt041176
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt041176
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt041176
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0258488
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt029774
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011293
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt029774
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2984
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt046624
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt016700
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt017808
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt017808
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt017808
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt064803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt064970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07555
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0408
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt095866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt024476
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt064803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024884

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