Civic Intelligence

Virginia Pettengill Second Charitable Trust

990PF • Fiscal year 2021 • EIN 47-6742385

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

Organization Profile
1620 Dodge Street- Stop 8145Omaha, NE 68197-8145

(402) 602-8736

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

38%

Higher net margin than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$26,339

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

4.7%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

241%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,124,131

Up $95,337 (+4.7%) from 2020

Net Assets

Up

$2,124,131

Up $95,337 (+4.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

Up

$252,291

Up $178,338 (+241%) from 2020

Expenses

Up

$157,003

Up $4,318 (+2.8%) from 2020

Net Income

Up

$95,288

Up $174,020 (+221%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $2,256,478Liabilities 2017: $0Net Assets 2017: $2,256,4782017Assets 2019: $2,107,072Liabilities 2019: $0Net Assets 2019: $2,107,0722019Assets 2020: $2,028,794Liabilities 2020: $0Net Assets 2020: $2,028,7942020Assets 2021: $2,124,131Liabilities 2021: $0Net Assets 2021: $2,124,1312021Assets 2022: $2,072,438Liabilities 2022: $0Net Assets 2022: $2,072,4382022Assets 2023: $2,025,258Liabilities 2023: $0Net Assets 2023: $2,025,2582023Assets 2024: $2,044,139Liabilities 2024: $0Net Assets 2024: $2,044,1392024

Highlighted filing

2021

Assets$2,124,131
Liabilities$0
Net Assets$2,124,131
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2017: $89,505Expenses 2017: $128,766Net Income 2017: -$39,2612017Revenue 2019: $51,083Expenses 2019: $161,328Net Income 2019: -$110,2452019Revenue 2020: $73,953Expenses 2020: $152,685Net Income 2020: -$78,7322020Revenue 2021: $252,291Expenses 2021: $157,003Net Income 2021: $95,2882021Revenue 2022: $109,042Expenses 2022: $160,081Net Income 2022: -$51,0392022Revenue 2023: $106,854Expenses 2023: $153,836Net Income 2023: -$46,9822023Revenue 2024: $183,236Expenses 2024: $164,229Net Income 2024: $19,0072024

Highlighted filing

2021

Revenue$252,291
Expenses$157,003
Net Income$95,288
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
First National Bank of OmahaCo-Trustee-$26,339-$26,339
James J Rodis JrCo-Trustee-$571-$571
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAmerican Diabetes Association IncTo further programs of the organization.PCMerrifield, VA, US$31,663
Paid GrantAmerican Heart AssociationTo further programs of the organization.PCSt Petersburg, FL, US$31,663
Paid GrantWomen's Center for AdvancementTo further programs of the organization with preference to be given for its shelter program for abused women and children.PCOmaha, NE, US$31,663
Paid GrantNebraska Children's Home SocietyTo further programs of the organization.PCOmaha, NE, US$31,663
Filing and Contact Details

Filer

Filer Name
Virginia Pettengill Second Charitable Tr
EIN
47-6742385
In Care Of
% FIRST NATIONAL BANK OF OMAHA
Phone
4026028736
Address
1620 Dodge Street- Stop 8145, Omaha, NE 68197-8145

Signing Officer

Name
David Amen
Title
Co-trustee
Phone
4026028736
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Labenz & Associates LLC
Address
8555 Pioneers Boulevard, Lincoln, NE 68520
Preparer
Vonita L Wood
Phone
4024378383
Raw XML Appendix309 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James J Rodis Jr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 22249
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Merrifield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1St Petersburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Omaha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Omaha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2681313577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3681372213
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0126652
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/AppliedToCurrentYearAmt088834
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt040697
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0129531
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt045810
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt040697
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01526
OtherDecreasesSchedule/OtherDecreasesDetail/Amt188
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CURRENT YEAR ACCRUALS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR YEAR RETURN OF CAPITAL ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES- ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Federal tax refund
OtherIncreasesSchedule/OtherIncreasesDetail/Amt049
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11615
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CURRENT YEAR RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1REVERSE PRIOR YEAR ACCRUALS
TaxesSchedule/TaxesDetail/Amt0465
TaxesSchedule/TaxesDetail/Amt1437
TaxesSchedule/TaxesDetail/Amt2640
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL 990-PF BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL 2021 ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0465
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Amen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04026028736
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Virginia Pettengill Second Charitable Tr
ReturnHeader/Filer/BusinessNameControlTxt0VIRG
ReturnHeader/Filer/EIN0476742385
ReturnHeader/Filer/InCareOfNm0% FIRST NATIONAL BANK OF OMAHA
ReturnHeader/Filer/PhoneNum04026028736
ReturnHeader/Filer/USAddress/AddressLine1Txt01620 Dodge Street- Stop 8145
ReturnHeader/Filer/USAddress/CityNm0Omaha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0681978145
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Labenz & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08555 Pioneers Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lincoln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068520
ReturnHeader/PreparerPersonGrp/PhoneNum04024378383
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vonita L Wood
ReturnHeader/ReturnTs02022-05-11T16:17:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Amen
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,124,131
Liabilities
$0
Net assets
$2,124,131
Revenue
$252,291
Expenses
$157,003
Net income
$95,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.18$0.16$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.11$0.15$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.11$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.25$0.16$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.07$0.15$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.05$0.16$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.09$0.13$0.04