Civic Intelligence

Virginia Pettengill Third Charitable Tr

990PF • Fiscal year 2017 • EIN 47-6742847

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

10th percentile

-43%

Higher net margin than 10% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$18,239

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$1,333,038

No earlier filing loaded for comparison.

Net Assets

$1,333,038

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

$53,641

No earlier filing loaded for comparison.

Expenses

$76,631

No earlier filing loaded for comparison.

Net Income

-$22,990

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.

$1.5M$1.0M$500K$0Assets 2017: $1,333,038Liabilities 2017: $0Net Assets 2017: $1,333,0382017Assets 2019: $1,235,791Liabilities 2019: $02019Assets 2020: $1,186,708Liabilities 2020: $0Net Assets 2020: $1,186,7082020Assets 2021: $1,222,916Liabilities 2021: $0Net Assets 2021: $1,222,9162021Assets 2022: $1,214,559Liabilities 2022: $0Net Assets 2022: $1,214,5592022Assets 2023: $1,185,172Liabilities 2023: $0Net Assets 2023: $1,185,1722023Assets 2024: $1,183,169Liabilities 2024: $0Net Assets 2024: $1,183,1692024

Highlighted filing

2017

Assets$1,333,038
Liabilities$0
Net Assets$1,333,038
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2017: $53,641Expenses 2017: $76,631Net Income 2017: -$22,9902017Revenue 2019: $29,760Expenses 2019: $91,487Net Income 2019: -$61,7272019Revenue 2020: $41,777Expenses 2020: $91,119Net Income 2020: -$49,3422020Revenue 2021: $129,538Expenses 2021: $93,395Net Income 2021: $36,1432021Revenue 2022: $89,363Expenses 2022: $96,686Net Income 2022: -$7,3232022Revenue 2023: $62,803Expenses 2023: $92,750Net Income 2023: -$29,9472023Revenue 2024: $95,130Expenses 2024: $97,057Net Income 2024: -$1,9272024

Highlighted filing

2017

Revenue$53,641
Expenses$76,631
Net Income-$22,990
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
First National Bank of OmahaCo-Trustee-$18,239-$18,239
James J Rodis JrCo-Trustee-$888-$888
Filing and Contact Details

Filer

Filer Name
Virginia Pettengill Third Charitable Tr
EIN
47-6742847
In Care Of
% FIRST NATIONAL BANK OF OMAHA
Phone
4026028736
Address
1620 Dodge Street- Stop 8145, Omaha, NE 68197-8145

Signing Officer

Name
David J Amen
Title
Co-trustee
Phone
4026028736
Signed
2018-05-15
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 Appendix303 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09706
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17995
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-22990
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01386
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01032
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt071043
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01442501
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0First National Bank of Omaha
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James J Rodis Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01620 Dodge Street- Stop 8145
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18031 West Center Road Suite 104
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0For the purpose of supporting additional student scholarships, faculty recruitment aid, faculty retention aid, or other similar activities in support of the organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0University of Nebraska at Omaha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06001 Dodge Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Omaha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0681820002
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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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/AppliedToCurrentYearAmt010788
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt047350
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058138
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt059899
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt047350
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01175
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1211
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CURRENT YEAR ACCRUALS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1REVERSE PR YR RET OF CAP-ADJUSTED IN C/Y
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE - ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Federal tax refund
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01005
OtherIncreasesSchedule/OtherIncreasesDetail/Amt127
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REVERSE PRIOR YEAR ACCRUALS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CURRENT YEAR RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt1168
TaxesSchedule/TaxesDetail/Amt2166
TaxesSchedule/TaxesDetail/Amt3159
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12017 FORM 1041 ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt22016 FORM 1041 BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt32015 FORM 990-PF BALANCE DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0500
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J AMEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04026028736
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Virginia Pettengill Third Charitable Tr
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0540748035
ReturnHeader/Filer/BusinessNameControlTxt0VIRG
ReturnHeader/Filer/EIN0476742847
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0859F1427C038A863B786D0A6753F28FFEB6F945F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008F3CC5038AC51D9188E1329060CF81E9B97047B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId047121420181305000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.98.201.113
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/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vonita L Wood
ReturnHeader/ReturnTs02018-05-10T08:34:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,333,038
Liabilities
$0
Net assets
$1,333,038
Revenue
$53,641
Expenses
$76,631
Net income
-$22,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.10$0.10$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.06$0.09$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.09$0.10$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.13$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.09$0.05
2019Summary only. Only limited summary data is available for this year.$1.24$0.00$0.03$0.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05$0.08$0.02