Civic Intelligence

Jacob J Isaacson Trust Up V 58001730

990PF • Fiscal year 2012 • EIN 47-6092098

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 25, 2013

Organization Profile
P O Box 64713 Trust Tax Services55164-0713
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

95th percentile

$14,501

Higher top officer pay than 95% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

56th percentile

2.0%

Faster asset growth than 56% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$862,605

Up $16,925 (+2.0%) from 2011

Net Assets

Up

$862,605

Up $16,925 (+2.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$57,893

Up $7,482 (+15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$1.0M$500K$0Assets 2010: $866,184Liabilities 2010: $0Net Assets 2010: $866,1842010Assets 2011: $845,680Liabilities 2011: $0Net Assets 2011: $845,6802011Assets 2012: $862,605Liabilities 2012: $0Net Assets 2012: $862,6052012Assets 2013: $868,998Liabilities 2013: $183Net Assets 2013: $868,8152013Assets 2014: $891,813Liabilities 2014: $48Net Assets 2014: $891,7652014Assets 2015: $853,374Liabilities 2015: $0Net Assets 2015: $853,3742015Assets 2016: $827,530Liabilities 2016: $0Net Assets 2016: $827,5302016Assets 2017: $824,952Liabilities 2017: $0Net Assets 2017: $824,9522017Assets 2018: $825,410Liabilities 2018: $0Net Assets 2018: $825,4102018Assets 2019: $802,848Liabilities 2019: $0Net Assets 2019: $802,8482019Assets 2020: $795,098Liabilities 2020: $0Net Assets 2020: $795,0982020Assets 2021: $829,356Liabilities 2021: $0Net Assets 2021: $829,3562021Assets 2022: $898,312Liabilities 2022: $0Net Assets 2022: $898,3122022Assets 2023: $866,182Liabilities 2023: $0Net Assets 2023: $866,1822023Assets 2024: $845,494Liabilities 2024: $0Net Assets 2024: $845,4942024

Highlighted filing

2012

Assets$862,605
Liabilities$0
Net Assets$862,605
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $48,8072010Expenses 2011: $50,4112011Expenses 2012: $57,8932012Revenue 2013: $65,110Expenses 2013: $58,900Net Income 2013: $6,2102013Revenue 2014: $82,330Expenses 2014: $59,379Net Income 2014: $22,9512014Revenue 2015: $22,780Expenses 2015: $60,741Net Income 2015: -$37,9612015Revenue 2016: $30,262Expenses 2016: $56,084Net Income 2016: -$25,8222016Revenue 2017: $54,128Expenses 2017: $56,668Net Income 2017: -$2,5402017Revenue 2018: $59,599Expenses 2018: $58,842Net Income 2018: $7572018Revenue 2019: $36,451Expenses 2019: $58,508Net Income 2019: -$22,0572019Revenue 2020: $50,082Expenses 2020: $57,805Net Income 2020: -$7,7232020Revenue 2021: $95,008Expenses 2021: $60,751Net Income 2021: $34,2572021Revenue 2022: $132,691Expenses 2022: $63,735Net Income 2022: $68,9562022Revenue 2023: $23,313Expenses 2023: $55,437Net Income 2023: -$32,1242023Revenue 2024: $32,002Expenses 2024: $52,685Net Income 2024: -$20,6832024

Highlighted filing

2012

Revenue-
Expenses$57,893
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 25, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATIONAL ASSOCIATIONTrusteePT$14,501-$14,501
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF NE OMAHAEDUCATIONN/AOMAHA, NE, US$34,837
Paid GrantCREIGHTON UNIVERSITYEDUCATIONN/AOMAHA, NE, US$7,647
Filing and Contact Details

Filer

EIN
47-6092098
Raw XML AppendixShowing 400 of 434 raw XML fields

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-02-18
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.047178
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.062407
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0632
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1039819
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2041425
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3049177
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5046060
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.250282
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions045825
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions045825
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions045825
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04025365186
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101700 FARNAM 2ND FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0OMAHA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode068102
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NE
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07647
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount134837
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CREIGHTON UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNIVERSITY OF NE OMAHA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102500 CALIFORNIA STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116001 DODGE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0OMAHA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1OMAHA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0681780001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode168182
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear042484
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03341
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1042484
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted043986
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions045825
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY040645
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear042484
LegalFeesSchedule/LegalFees/Amount0281
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0141
LegalFeesSchedule/LegalFees/NetInvestmentIncome0141
OtherAssetsSchedule/OtherAssets/BOYBookValue0991
OtherAssetsSchedule/OtherAssets/Description0ACCRUED INCOME
OtherAssetsSchedule/OtherAssets/EOYBookValue01932
OtherAssetsSchedule/OtherAssets/EOYFMV01932
OtherDecreasesSchedule/OtherDecreases/Amount02
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$862,605
Liabilities
$0
Net assets
$862,605
Revenue
-
Expenses
$57,893
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.32$0.53$0.21
2023Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.23$0.55$0.32
2022Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$1.33$0.64$0.69
2021Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.95$0.61$0.34
2020Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.50$0.58$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.36$0.59$0.22
2018Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.60$0.59$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.54$0.57$0.03
2016Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.30$0.56$0.26
2015Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.23$0.61$0.38
2014Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.82$0.59$0.23
2013Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.65$0.59$0.06
2012Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.58
2011Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.50
2010Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.49