Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 47-6231459

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

Organization Profile
PO Box 187Norfolk, NE 68702-0187

(402) 371-8928

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$17,905

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.3%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,689,846

Down $22,351 (-1.3%) from 2019

Net Assets

Down

$1,689,846

Down $22,351 (-1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin18th percentile

Revenue

Up

$83,016

Up $10,252 (+14%) from 2019

Expenses

Down

$105,367

Down $14,410 (-12%) from 2019

Net Income

Up

-$22,351

Up $24,662 (+52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2020

Assets$1,689,846
Liabilities$0
Net Assets$1,689,846
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$83,016
Expenses$105,367
Net Income-$22,351
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELKHORN VALLEY BANK TRUSTTrustee & Foundation ManagerPT$17,905-$17,905
Filing and Contact Details

Filer

Filer Name
Dorothy E Swanson Charitable Trust
EIN
47-6231459
Phone
4023718928
Address
PO BOX 187, NORFOLK, NE 68702-0187

Signing Officer

Name
Gina L Langenberg
Title
Trust Officer
Phone
4023718928
Signed
2021-04-23
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 Appendix323 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ELKHORN VALLEY BANK TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 187
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORFOLK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068702
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/Amt039251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt139251
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/RecipientBusinessName/BusinessNameLine1Txt0HELP ADULT SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KC KANSAS COMM COLLEGE ENDOWMENT ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01941 S 42ND ST 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17250 STATE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KANSAS CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd166112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt078502
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/AppliedToCurrentYearAmt020224
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt078502
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098726
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt081136
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt078502
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06641
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06641
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA L LANGENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04023718928
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-23
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/AddressLine1Txt0PO BOX 187
ReturnHeader/Filer/USAddress/CityNm0NORFOLK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0687020187
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/PreparerPersonNm0MARK S DERAS
ReturnHeader/ReturnTs02021-05-07T11:36:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LANGENBERG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,689,846
Liabilities
$0
Net assets
$1,689,846
Revenue
$83,016
Expenses
$105,367
Net income
-$22,351
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
Peer Organizations

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