Civic Intelligence

Carla Dysert Foundation

990EZ • Fiscal year 2017 • EIN 47-2624642

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 08, 2018

Organization ProfileNone
815 N 2nd STAberdeen, SD 57401

(605) 226-3300

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$218,470

Up $5,181 (+2.4%) from 2016

Net Assets

Up

$218,470

Up $5,181 (+2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Down

$6,631

Down $6,444 (-49%) from 2016

Expenses

Down

$1,450

Down $11,577 (-89%) from 2016

Net Income

Up

$5,181

Up $5,133 (+10694%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2015: $224,556Liabilities 2015: $11,315Net Assets 2015: $213,2412015Assets 2016: $213,289Liabilities 2016: $0Net Assets 2016: $213,2892016Assets 2017: $218,470Liabilities 2017: $0Net Assets 2017: $218,4702017Assets 2018: $220,137Liabilities 2018: $0Net Assets 2018: $220,1372018Assets 2019: $212,851Liabilities 2019: $0Net Assets 2019: $212,8512019Assets 2020: $191,586Liabilities 2020: $0Net Assets 2020: $191,5862020Assets 2021: $155,453Liabilities 2021: $0Net Assets 2021: $155,4532021Assets 2022: $118,798Liabilities 2022: $0Net Assets 2022: $118,7982022Assets 2023: $49,909Liabilities 2023: $0Net Assets 2023: $49,9092023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$218,470
Liabilities$0
Net Assets$218,470
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $227,469Expenses 2015: $14,228Net Income 2015: $213,2412015Revenue 2016: $13,075Expenses 2016: $13,027Net Income 2016: $482016Revenue 2017: $6,631Expenses 2017: $1,450Net Income 2017: $5,1812017Revenue 2018: $2,677Expenses 2018: $1,010Net Income 2018: $1,6672018Revenue 2019: $1,951Expenses 2019: $9,237Net Income 2019: -$7,2862019Revenue 2020: $630Expenses 2020: $21,895Net Income 2020: -$21,2652020Revenue 2021: $18Expenses 2021: $36,151Net Income 2021: -$36,1332021Revenue 2022: $267Expenses 2022: $36,922Net Income 2022: -$36,6552022Revenue 2023: $352Expenses 2023: $69,241Net Income 2023: -$68,8892023Revenue 2024: $55Expenses 2024: $49,964Net Income 2024: -$49,9092024

Highlighted filing

2017

Revenue$6,631
Expenses$1,450
Net Income$5,181
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 8, 2018
Return Version
2017v2.3
Gross Receipts
$6,631
Mission and Program Overview

Mission

To provide financial assistance to potential, current or past residents and employees of Primrose Senior Living facilities, or the family members of those individuals, that are experiencing genuine financial hardship.

Program Services

DescriptionGrantsExpenses
The Foundation was formed to provide financial assistance to potential, current or past residents and employees of Primrose Senior Living facilities, or the family members of those individuals, that are experiencing genuine financial hardship. These benefits will be available to potential, current or past residents and employees of Primrose Senior Living facilities, and their family members, throughout the network of Primrose Senior Living facilities, which currently consists of facilities in thirty one communities in Alaska, Colorado, Illinois, Indiana, Iowa, Minnesota, Missouri, Montana, Nebraska, North Dakota, Ohio, Oklahoma, South Dakota, Wisconsin and Wyoming.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William J Schaefbauer IIPresident-$0--
Scott NoeldnerSecretary/Treasurer-$0--
Jim HellerDirector-$0--
Jill YetzerDirector-$0--
Tom BrownDirector-$0--
Lee GoetzDirector-$0--
Heather DysertDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carla Dysert Foundation
EIN
47-2624642
Phone
6052263300
Address
815 N 2nd ST, Aberdeen, SD 57401

Signing Officer

Name
William J Schaefbauer II
Title
President
Phone
6052263300
Signed
2018-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
24 2ND AVE SW, ABERDEEN, SD 57401-4115
Preparer
Melissa White CPA
Phone
6052258783
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 1,627.”

Raw XML Appendix162 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06052263300
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Aberdeen
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0William J Schaefbauer II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scott Noeldner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jim Heller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jill Yetzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tom Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lee Goetz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Heather Dysert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide financial assistance to potential, current or past residents and employees of Primrose Senior Living facilities, or the family members of those individuals, that are experiencing genuine financial hardship.
IRS990EZ/PrintingPublicationsPostageAmt076
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation was formed to provide financial assistance to potential, current or past residents and employees of Primrose Senior Living facilities, or the family members of those individuals, that are experiencing genuine financial hardship. These benefits will be available to potential, current or past residents and employees of Primrose Senior Living facilities, and their family members, throughout the network of Primrose Senior Living facilities, which currently consists of facilities in thirty one communities in Alaska, Colorado, Illinois, Indiana, Iowa, Minnesota, Missouri, Montana, Nebraska, North Dakota, Ohio, Oklahoma, South Dakota, Wisconsin and Wyoming.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt06631
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0226345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0242824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01125
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04352
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalSupportAmt0247176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 1,627.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William J Schaefbauer II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06052263300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carla Dysert Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0472624642
ReturnHeader/Filer/PhoneNum06052263300
ReturnHeader/Filer/USAddress/AddressLine1Txt0815 N 2nd ST
ReturnHeader/Filer/USAddress/CityNm0Aberdeen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SD
ReturnHeader/Filer/USAddress/ZIPCd057401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B35B913814FC32CD6A90486ED3F20DF69DB8578
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A78A3873C2DE1C7648AC2F3293B5CE6B8FCFFA9B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt08.39.233.221
ReturnHeader/FilingSecurityInformation/IPDt02018-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:34:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 2ND AVE SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABERDEEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0574014115
ReturnHeader/PreparerPersonGrp/PhoneNum06052258783
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa White CPA
ReturnHeader/ReturnTs02018-08-10T15:40:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$218,470
Liabilities
$0
Net assets
$218,470
Revenue
$6,631
Expenses
$1,450
Net income
$5,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.50$0.50
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.00$0.69$0.69
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.00$0.37$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.00$0.36$0.36
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.01$0.22$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.02$0.09$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.03$0.01$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.07$0.01$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.13$0.13$0.00
2015Summary only. Only limited summary data is available for this year.$2.25$0.11$2.13$2.27$0.14$2.13