Civic Intelligence

Joseph & Ruth Goldberg Memorial Scholarship Trust

990PF • Fiscal year 2017 • EIN 47-6147422

Dec 01, 2016 to Nov 30, 2017 • Filed on Apr 12, 2018

Pinnacle Bank Box 100Beatrice, NE 68310

(402) 228-3333

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$25,469

Up $654 (+2.6%) from 2016

Net Assets

Up

$25,469

Up $654 (+2.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,292

Up $155 (+14%) from 2016

Expenses

Down

$638

Down $115 (-15%) from 2016

Net Income

Up

$654

Up $270 (+70%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $23,767Liabilities 2011: $0Net Assets 2011: $23,7672011Assets 2012: $24,033Liabilities 2012: $12012Assets 2013: $24,424Liabilities 2013: $0Net Assets 2013: $24,4242013Assets 2014: $24,116Liabilities 2014: $0Net Assets 2014: $24,1162014Assets 2015: $24,431Liabilities 2015: $0Net Assets 2015: $24,4312015Assets 2016: $24,815Liabilities 2016: $0Net Assets 2016: $24,8152016Assets 2017: $25,469Liabilities 2017: $0Net Assets 2017: $25,4692017Assets 2018: $45,321Liabilities 2018: $0Net Assets 2018: $45,3212018Assets 2019: $44,936Liabilities 2019: $0Net Assets 2019: $44,9362019Assets 2020: $44,520Liabilities 2020: $0Net Assets 2020: $44,5202020Assets 2021: $42,870Liabilities 2021: $0Net Assets 2021: $42,8702021Assets 2022: $46,789Liabilities 2022: $0Net Assets 2022: $46,7892022Assets 2023: $47,232Liabilities 2023: $0Net Assets 2023: $47,2322023Assets 2024: $50,839Liabilities 2024: $0Net Assets 2024: $50,8392024

Highlighted filing

2017

Assets$25,469
Liabilities$0
Net Assets$25,469

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2011: $1,8172011Revenue 2012: $1,786Expenses 2012: $1,520Net Income 2012: $2662012Expenses 2013: $1,6452013Revenue 2014: $1,514Expenses 2014: $1,822Net Income 2014: -$3082014Revenue 2015: $1,638Expenses 2015: $1,323Net Income 2015: $3152015Revenue 2016: $1,137Expenses 2016: $753Net Income 2016: $3842016Revenue 2017: $1,292Expenses 2017: $638Net Income 2017: $6542017Revenue 2018: $20,965Expenses 2018: $1,113Net Income 2018: $19,8522018Revenue 2019: $1,693Expenses 2019: $2,078Net Income 2019: -$3852019Revenue 2020: $2,404Expenses 2020: $2,820Net Income 2020: -$4162020Revenue 2021: $1,661Expenses 2021: $3,311Net Income 2021: -$1,6502021Revenue 2022: $6,669Expenses 2022: $2,750Net Income 2022: $3,9192022Revenue 2023: $2,116Expenses 2023: $1,673Net Income 2023: $4432023Revenue 2024: $7,796Expenses 2024: $4,189Net Income 2024: $3,6072024

Highlighted filing

2017

Revenue$1,292
Expenses$638
Net Income$654
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Apr 12, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PINNACLE BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph & Ruth Goldberg Memorial Trust
EIN
47-6147422
Phone
4022283333
Address
PINNACLE BANK BOX 100, BEATRICE, NE 68310

Signing Officer

Name
Sharon Arthur
Title
Trustee
Phone
4022283333
Signed
2018-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Dana F Cole & Company Llp
Address
1705 NORTH 6TH, BEATRICE, NE 68310
Preparer
Gary R Pohlmann
Phone
4022283379
Raw XML Appendix296 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt072
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0343
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0415
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01135
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0343
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON ARTHUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04022283333
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH & RUTH GOLDBERG MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0476147422
ReturnHeader/Filer/PhoneNum04022283333
ReturnHeader/Filer/USAddress/AddressLine1Txt0PINNACLE BANK BOX 100
ReturnHeader/Filer/USAddress/CityNm0BEATRICE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068310
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId067316F3E758E5CB0F73B8788ABEA2415622C6A0B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067316F3E758E5CB0F73B8788ABEA2415622C6A0B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.79.26.90
ReturnHeader/FilingSecurityInformation/IPDt02018-04-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:28:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470526649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANA F COLE & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01705 NORTH 6TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEATRICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068310
ReturnHeader/PreparerPersonGrp/PhoneNum04022283379
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY R POHLMANN
ReturnHeader/ReturnTs02018-04-16T16:47:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.8$0.00$50.8$7.80$4.19$3.61
2023Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$2.12$1.67$0.44
2022Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$6.67$2.75$3.92
2021Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$1.66$3.31$1.65
2020Detailed filing. Detailed filing data is available for this year.$44.5$0.00$44.5$2.40$2.82$0.42
2019Detailed filing. Detailed filing data is available for this year.$44.9$0.00$44.9$1.69$2.08$0.39
2018Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$21.0$1.11$19.9
2017Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$1.29$0.64$0.65
2016Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$1.14$0.75$0.38
2015Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$1.64$1.32$0.32
2014Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$1.51$1.82$0.31
2013Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$1.65
2012Summary only. Only limited summary data is available for this year.$24.0$0.00$1.79$1.52$0.27
2011Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.82