Civic Intelligence

Dorothy E Swanson Charitable Trust C/O James and Janet Lauer

EIN 47-6231459 • Norfolk, NE

1010 W Omaha AveNorfolk, NE 68701
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,461

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-2.0%

Faster asset growth than 31% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

0.1%

Faster revenue growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,558,467

Down $31,719 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,558,467

Down $31,719 (-2.0%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

Up

$89,954

Up $129 (+0.1%) from 2023

Expenses

Down

$121,673

Down $1,506 (-1.2%) from 2023

Net Income

Up

-$31,719

Up $1,635 (+4.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,957,234Liabilities 2010: $0Net Assets 2010: $1,957,2342010Assets 2011: $2,022,193Liabilities 2011: $0Net Assets 2011: $2,022,1932011Assets 2012: $2,037,121Liabilities 2012: $12012Assets 2013: $2,112,780Liabilities 2013: $0Net Assets 2013: $2,112,7802013Assets 2014: $2,154,895Liabilities 2014: $0Net Assets 2014: $2,154,8952014Assets 2015: $2,057,316Liabilities 2015: $0Net Assets 2015: $2,057,3162015Assets 2016: $2,188,594Liabilities 2016: $0Net Assets 2016: $2,188,5942016Assets 2017: $2,253,273Liabilities 2017: $0Net Assets 2017: $2,253,2732017Assets 2018: $2,034,327Liabilities 2018: $0Net Assets 2018: $2,034,3272018Assets 2019: $1,712,197Liabilities 2019: $0Net Assets 2019: $1,712,1972019Assets 2020: $1,689,846Liabilities 2020: $0Net Assets 2020: $1,689,8462020Assets 2021: $1,719,842Liabilities 2021: $0Net Assets 2021: $1,719,8422021Assets 2022: $1,623,540Liabilities 2022: $0Net Assets 2022: $1,623,5402022Assets 2023: $1,590,186Liabilities 2023: $0Net Assets 2023: $1,590,1862023Assets 2024: $1,558,467Liabilities 2024: $0Net Assets 2024: $1,558,4672024

Highlighted filing

2024

Assets$1,558,467
Liabilities$0
Net Assets$1,558,467
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$200K$100K$0-$100KExpenses 2010: $94,5972010Expenses 2011: $93,3432011Revenue 2012: $98,620Expenses 2012: $106,137Net Income 2012: -$7,5172012Revenue 2013: $100,613Expenses 2013: $106,074Net Income 2013: -$5,4612013Revenue 2014: $86,893Expenses 2014: $109,492Net Income 2014: -$22,5992014Revenue 2015: $85,480Expenses 2015: $113,403Net Income 2015: -$27,9232015Revenue 2016: $90,627Expenses 2016: $112,223Net Income 2016: -$21,5962016Revenue 2017: $142,367Expenses 2017: $120,858Net Income 2017: $21,5092017Revenue 2018: $102,139Expenses 2018: $110,153Net Income 2018: -$8,0142018Revenue 2019: $72,764Expenses 2019: $119,777Net Income 2019: -$47,0132019Revenue 2020: $83,016Expenses 2020: $105,367Net Income 2020: -$22,3512020Revenue 2021: $141,875Expenses 2021: $111,879Net Income 2021: $29,9962021Revenue 2022: $24,649Expenses 2022: $120,951Net Income 2022: -$96,3022022Revenue 2023: $89,825Expenses 2023: $123,179Net Income 2023: -$33,3542023Revenue 2024: $89,954Expenses 2024: $121,673Net Income 2024: -$31,7192024

Highlighted filing

2024

Revenue$89,954
Expenses$121,673
Net Income-$31,719
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,558,467
Liabilities
$0
Net assets
$1,558,467
Revenue
$89,954
Expenses
$121,673
Net income
-$31,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.02$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.08$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.14$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.09$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.09$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.09$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.10$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$2.04$0.00$0.10$0.11$0.01
2011Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELKHORN VALLEY BANK TRUSTTrustee & Foundation ManagerPT$19,461-$19,461
Filing and Contact Details

Filer

Filer Name
Dorothy E Swanson Charitable Trust
EIN
47-6231459
Phone
4023718928
Address
1010 W OMAHA AVE, NORFOLK, NE 68701

Signing Officer

Name
Tom Hockabout
Title
Trust Officer
Phone
4023718928
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Sweet & Associates Pc
Address
2407 SOUTH 130 CIRCLE, OMAHA, NE 68144-2528
Preparer
Mark S Deras
Phone
4023978811
Raw XML Appendix343 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/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0110194
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0110194
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ELKHORN VALLEY BANK TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01010 W OMAHA AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORFOLK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04023718928
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029615
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt129616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt229616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE GRANT FROM INCOME REQD BY TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE GRANT FROM INCOME REQD BY TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE GRANT FROM INCOME REQD BY TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HELP ADULT SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KC KANSAS COMM COLLEGE ENDOWMENT ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VALLEY COMMUNITY HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08522 PARK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17250 STATE AVE STE 3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 685
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd166112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268064
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt088847
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021347
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt088847
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110194
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt094934
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt088847
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09036
TaxesSchedule/TaxesDetail/Amt01561
TaxesSchedule/TaxesDetail/Amt1882
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01561
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1882
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM HOCKABOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04023718928
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY E SWANSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKHORN VALLEY BANK & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0476231459
ReturnHeader/Filer/PhoneNum04023718928
ReturnHeader/Filer/USAddress/AddressLine1Txt01010 W OMAHA AVE
ReturnHeader/Filer/USAddress/CityNm0NORFOLK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470603335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEET & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02407 SOUTH 130 CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681442528
ReturnHeader/PreparerPersonGrp/PhoneNum04023978811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S DERAS
ReturnHeader/ReturnTs02025-05-09T12:56:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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