Civic Intelligence

P & N Charitable Foundation Trust

990PF • Fiscal year 2016 • EIN 47-6207241

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

140 North 8th Street Suite 410Lincoln, NE 68508

(402) 477-2500

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$207,539

Up $24,289 (+13%) from 2015

Net Assets

Up

$207,539

Up $24,740 (+14%) from 2015

Liabilities

Down

$0

Down $451 (-100%) from 2015

Revenue

Up

$75,351

Up $12,026 (+19%) from 2015

Expenses

Down

$15,367

Down $1,496 (-8.9%) from 2015

Net Income

Up

$59,984

Up $13,522 (+29%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $83,870Liabilities 2011: $02011Assets 2012: $91,859Liabilities 2012: $0Net Assets 2012: $91,8592012Assets 2013: $120,330Liabilities 2013: $0Net Assets 2013: $120,3302013Assets 2014: $152,320Liabilities 2014: $0Net Assets 2014: $152,3202014Assets 2015: $183,250Liabilities 2015: $451Net Assets 2015: $182,7992015Assets 2016: $207,539Liabilities 2016: $0Net Assets 2016: $207,5392016Assets 2017: $226,242Liabilities 2017: $0Net Assets 2017: $226,2422017Assets 2018: $501,785Liabilities 2018: $0Net Assets 2018: $501,7852018Assets 2019: $511,775Liabilities 2019: $0Net Assets 2019: $511,7752019Assets 2020: $564,729Liabilities 2020: $0Net Assets 2020: $564,7292020Assets 2021: $612,353Liabilities 2021: $21,089Net Assets 2021: $591,2642021Assets 2022: $734,492Liabilities 2022: $12022Assets 2023: $726,324Liabilities 2023: $33,8032023Assets 2024: $881,071Liabilities 2024: $0Net Assets 2024: $881,0712024

Highlighted filing

2016

Assets$207,539
Liabilities$0
Net Assets$207,539

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $62,815Expenses 2011: $15,352Net Income 2011: $47,4632011Expenses 2012: $21,0232012Revenue 2013: $72,937Expenses 2013: $17,979Net Income 2013: $54,9582013Revenue 2014: $68,676Expenses 2014: $16,843Net Income 2014: $51,8332014Revenue 2015: $63,325Expenses 2015: $16,863Net Income 2015: $46,4622015Revenue 2016: $75,351Expenses 2016: $15,367Net Income 2016: $59,9842016Revenue 2017: $317,927Expenses 2017: $18,267Net Income 2017: $299,6602017Revenue 2018: $308,773Expenses 2018: $33,159Net Income 2018: $275,6142018Revenue 2019: $51,145Expenses 2019: $29,131Net Income 2019: $22,0142019Revenue 2020: $139,046Expenses 2020: $31,950Net Income 2020: $107,0962020Revenue 2021: $61,180Expenses 2021: $31,667Net Income 2021: $29,5132021Revenue 2022: $267,563Expenses 2022: $40,030Net Income 2022: $227,5332022Revenue 2023: $5,341Expenses 2023: $47,922Net Income 2023: -$42,5812023Revenue 2024: $317,547Expenses 2024: $54,119Net Income 2024: $263,4282024

Highlighted filing

2016

Revenue$75,351
Expenses$15,367
Net Income$59,984
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E NIXONCo-Trustee-$0--
CARLA PISEL-NIXONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
P&N Charitable Foundation Trust
EIN
47-6207241
In Care Of
% MR ROBERT E NIXON
Phone
4024772500
Address
140 North 8th Street Suite 410, Lincoln, NE 68508

Signing Officer

Name
Robert E Nixon
Title
Co-Trustee
Phone
4024772500
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Willnerd & Associates LLC
Address
3200 Pine Lake Road Suite A, Lincoln, NE 68516
Preparer
Milton A Willnerd
Phone
4024211811
Raw XML Appendix370 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,801 SHS FIRSTHAND TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,350 SHS AVINCI MEDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,000 SHS DIREXION INC
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0140 NORTH 8TH STREET SUITE 410
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LINCOLN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068508
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MR ROBERT E NIXON
IRS990PF/StatementsRegardingActyGrp/PhoneNum04024772500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND SHOULD INCLUDE A DESCRIPTION OF THE REQUESTING ORGANIZATION'S PURPOSE AND EXPECTED USE OF THE REQUESTED FUNDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT E NIXON CARLA PISEL-NIXON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04024772500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0140 NORTH 8TH STREET SUITE 410
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LINCOLN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd068508
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS OR LIMITATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 1ST FOR THE NEXT CALENDAR YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT E NIXON CARLA PISEL-NIXON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING FUND OF CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GRACE CHAPEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Other Qualified Contributions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04000 SHERIDAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1VARIOUS ADDRESSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168508
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014053
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08853
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08853
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049817
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016183
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014053
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05200
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061848
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056648
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Robert E Nixon Carla J Pisel-Ni
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Robert E Nixon Carla J Pisel-Ni
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03045 Van Dorn Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13045 Van Dorn Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Lincoln
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Lincoln
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd068502
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd168502
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt019106
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt141890
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt019106
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt141890
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0100 shs Linked In Common Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,000 shs Direxion Common Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-08-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt035244
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET ASSET ADJUSTMT (FMV > COST OF GIFTS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Investment Fee Rebates
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt038
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt038
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0451
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0REIMBURSEMENT PAYABLE TO R NIXON
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/Amt1321
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt063
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E NIXON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04024772500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0P&N Charitable Foundation Trust
ReturnHeader/Filer/BusinessNameControlTxt0P&NC
ReturnHeader/Filer/EIN0476207241
ReturnHeader/Filer/InCareOfNm0% MR ROBERT E NIXON
ReturnHeader/Filer/PhoneNum04024772500
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 North 8th Street Suite 410
ReturnHeader/Filer/USAddress/CityNm0Lincoln
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068508
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CB92F2FA211F991B5064E80229E32E3D193CF339
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB92F2FA211F991B5064E80229E32E3D193CF339
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId047043920171325000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.106.8.202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Willnerd & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03200 Pine Lake Road Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lincoln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068516
ReturnHeader/PreparerPersonGrp/PhoneNum04024211811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Milton A Willnerd
ReturnHeader/ReturnTs02017-05-12T11:50:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$0.00$8.81$3.18$0.54$2.63
2023Summary only. Only limited summary data is available for this year.$7.26$0.34$0.05$0.48$0.43
2022Summary only. Only limited summary data is available for this year.$7.34$0.00$2.68$0.40$2.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.21$5.91$0.61$0.32$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$1.39$0.32$1.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.00$5.12$0.51$0.29$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$3.09$0.33$2.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$3.18$0.18$3.00
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.75$0.15$0.60
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.63$0.17$0.46
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.69$0.17$0.52
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.73$0.18$0.55
2012Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.21
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.63$0.15$0.47