Civic Intelligence

Fred S Geis Charitable Trust

990PF • Fiscal year 2011 • EIN 47-6194416

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
4296 Holdrege Road68313
Siviq Scores

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

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets75th percentile

Assets

$101,736

No earlier filing loaded for comparison.

Net Assets

$95,142

No earlier filing loaded for comparison.

Liabilities

$6,594

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,784

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2011: $101,736Liabilities 2011: $6,594Net Assets 2011: $95,1422011Assets 2012: $50,782Liabilities 2012: $0Net Assets 2012: $50,7822012Assets 2013: $51,176Liabilities 2013: $0Net Assets 2013: $51,1762013Assets 2014: $6,255Liabilities 2014: $0Net Assets 2014: $6,2552014Assets 2015: $5,041Liabilities 2015: $0Net Assets 2015: $5,0412015Assets 2016: $5,023Liabilities 2016: $0Net Assets 2016: $5,0232016Assets 2017: $5,006Liabilities 2017: $0Net Assets 2017: $5,0062017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2011

Assets$101,736
Liabilities$6,594
Net Assets$95,142
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KExpenses 2011: $3,7842011Expenses 2012: $45,2352012Revenue 2013: $423Expenses 2013: $29Net Income 2013: $3942013Revenue 2014: $107Expenses 2014: $45,028Net Income 2014: -$44,9212014Revenue 2015: $2Expenses 2015: $1,216Net Income 2015: -$1,2142015Revenue 2016: $2Expenses 2016: $20Net Income 2016: -$182016Revenue 2017: $3Expenses 2017: $20Net Income 2017: -$172017Revenue 2018: $2Expenses 2018: $5,008Net Income 2018: -$5,0062018

Highlighted filing

2011

Revenue-
Expenses$3,784
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK HESERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSACRED HEART CATHOLIC CHURCHCHURCH MAINTENANCERELIGIOUSBEAVER CROSSING, NE, US$3,764
Filing and Contact Details

Filer

EIN
47-6194416
Raw XML Appendix202 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
CompensationExplanation/Compensation/PersonName0MARK HESER
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01649
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01649
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01649
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps03764
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss03764
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01649
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01649
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01649
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps03784
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03784
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01649
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss020
IRS990PF/BalanceSheets/AccountsPayableBOY02830
IRS990PF/BalanceSheets/AccountsPayableEOY06594
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY097277
IRS990PF/BalanceSheets/RetainedEarningsEOY095142
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0100107
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IRS990PF/BalanceSheets/TotalAssetsEOY0101736
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0100922
IRS990PF/BalanceSheets/TotalLiabilitiesBOY02830
IRS990PF/BalanceSheets/TotalLiabilitiesEOY06594
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0100107
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0101736
IRS990PF/BalanceSheets/TotalNetAssetsBOY097277
IRS990PF/BalanceSheets/TotalNetAssetsEOY095142
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2135
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal095142
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY097277
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY095142
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04937
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04937
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04937
IRS990PF/DistributableAmount/MinimumInvestmentReturn04970
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome033
IRS990PF/DistributableAmount/TotalTax033
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax033
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal033
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome033
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue033
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0100922
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0100921
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0100921
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01514
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04970
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets099407
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0100921
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARK HESER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104296 HOLDREGE RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BEAVER CROSSING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode068313
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct05166
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets05150
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051803
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.061772
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.048305
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.042481
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.056476
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.049980
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets099407
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10101858
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20103674
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30102798
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40104771
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50110084
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome016
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions03784
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear106292
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear205008
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear304367
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear405917
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear505502
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.259014
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions03784
IRS990PF/QualifyingDistributions/ExpensesAndContributions03784
IRS990PF/QualifyingDistributions/QualifyingDistributions03784
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MARK HESER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04025327125
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine104296 HOLDREGE ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine204296 HOLDREGE ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BEAVER CROSSING
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode068313
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
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/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
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/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03764
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHURCH MAINTENANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SACRED HEART CATHOLIC CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10401 DIMERY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BEAVER CROSSING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode068313
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03764
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/AppliedToCurrentYear020
IRS990PF/UndistributedIncome/AppliedToYear103764
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04937
IRS990PF/UndistributedIncome/QualifyingDistributions03784
IRS990PF/UndistributedIncome/UndistributedIncomeCY04917
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03764
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps020
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0476194416
ReturnHeader/Filer/Name/BusinessNameLine10FRED S GEIS CHARITABLE TRUST
ReturnHeader/Filer/NameControl0FRED
ReturnHeader/Filer/Phone04025327125
ReturnHeader/Filer/USAddress/AddressLine104296 HOLDREGE ROAD
ReturnHeader/Filer/USAddress/City0BEAVER CROSSING
ReturnHeader/Filer/USAddress/State0NE
ReturnHeader/Filer/USAddress/ZIPCode068313
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0MARK HESSER
ReturnHeader/Officer/Phone04025327125
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KENRICK W MORGAN CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10723 SEWARD STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SEWARD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode068434
ReturnHeader/Preparer/Name0KENRICK W MORGAN
ReturnHeader/Preparer/Phone04026433683
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-09T16:39:43-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,736
Liabilities
$6,594
Net assets
$95,142
Revenue
-
Expenses
$3,784
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.45$0.45
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.45
2011Detailed filing. Detailed filing data is available for this year.$1.02$0.07$0.95$0.04