Civic Intelligence

Charitable Ira Initiative Inc

EIN 47-3034166 • 501(c)4 • Brookings, SD

Profile

Advocacy of the charitable ira rollover legislation

815 Medary AveBrookings, SD 57006-1303

www.charitableirs.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$9,651

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$9,651

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue60th percentileNet Margin24th percentile

Revenue

$11,025

No earlier filing loaded for comparison.

Expenses

$12,959

No earlier filing loaded for comparison.

Net Income

-$1,934

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2019: $9,651Liabilities 2019: $0Net Assets 2019: $9,6512019

Highlighted filing

2019

Assets$9,651
Liabilities$0
Net Assets$9,651
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2019: $11,025Expenses 2019: $12,959Net Income 2019: -$1,9342019

Highlighted filing

2019

Revenue$11,025
Expenses$12,959
Net Income-$1,934
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$9,651
Liabilities
$0
Net assets
$9,651
Revenue
$11,025
Expenses
$12,959
Net income
-$1,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$11.0$13.0$1.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 1, 2020
Return Version
2019v5.1
Gross Receipts
$11,025
Mission and Program Overview

Mission

Advocacy of the charitable ira rollover legislation

Program Services

DescriptionGrantsExpenses
ADVOCACY OF THE CHARITABLE IRA ROLLOVER LEGISLATION$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN S PIERCEPresident-$0--
MICHAEL KENYONVice President-$0--
MARC LITTLECOTTSecretary; Treas Beg Sept. 2019-$0--
SR GEORGETTE M LEHMUTHTreasurer Until Sept. 2019-$0--
LON P DUFEKBoard Of Director-$0--
LINDSAY L LAPOLE IIIBoard Of Director-$0--
FRANK MINTONBoard Of Director-$0--
A CHARLES SCHULTZBoard Of Director-$0--
CATHY SHEFFIELDBoard Of Director-$0--
JAMES C SOFTBoard Of Director-$0--
JOHN HAYESBoard Of Director-$0--
Filing and Contact Details

Filer

Filer Name
Charitable Ira Initiative Inc
EIN
47-3034166
Phone
6056956235
Address
815 MEDARY AVE, BROOKINGS, SD 57006-1303

Signing Officer

Name
Marc Littlecott
Title
Treasurer
Phone
6056956235
Signed
2020-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
200 E 10TH ST STE 500, SIOUX FALLS, SD 57104-6375
Preparer
Laurie Hanson
Phone
6053391999
Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 25.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: consulting. Amount: 10,000. Description: irs penalty. Amount: 1,609. Total to form 990-ez, line 16: 11,609.”

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/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN S PIERCE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY; TREAS BEG SEPT. 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER UNTIL SEPT. 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD OF DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD OF DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD OF DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD OF DIRECTOR
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
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IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherExpensesTotalAmt011609
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCACY OF THE CHARITABLE IRA ROLLOVER LEGISLATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVOCACY OF THE CHARITABLE IRA ROLLOVER LEGISLATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHARITABLEIRS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONSULTING. AMOUNT: 10,000. DESCRIPTION: IRS PENALTY. AMOUNT: 1,609. TOTAL TO FORM 990-EZ, LINE 16: 11,609.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-01
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ReturnHeader/Filer/BusinessNameControlTxt0CHAR
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ReturnHeader/Filer/PhoneNum06056956235
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
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ReturnHeader/FilingSecurityInformation/IPTm008:39:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0571046375
ReturnHeader/PreparerPersonGrp/PhoneNum06053391999
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE HANSON
ReturnHeader/ReturnTs02020-04-14T14:58:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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