Civic Intelligence

Odella S Baak Charitable Trust

990PF • Fiscal year 2020 • EIN 47-6983787

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization Profile
PO Box 147Sioux City, IA 51102

(712) 277-6586

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$7,804

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 26.9% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$546,112

Down $7,631 (-1.4%) from 2019

Net Assets

$546,112

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin18th percentile

Revenue

Up

$29,020

Up $6,835 (+31%) from 2019

Expenses

Down

$36,770

Down $1,444 (-3.8%) from 2019

Net Income

Up

-$7,750

Up $8,279 (+52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2015: $576,190Liabilities 2015: $02015Assets 2019: $553,743Liabilities 2019: $02019Assets 2020: $546,112Liabilities 2020: $0Net Assets 2020: $546,1122020Assets 2021: $562,328Liabilities 2021: $0Net Assets 2021: $562,3282021Assets 2022: $531,535Liabilities 2022: $0Net Assets 2022: $531,5352022Assets 2023: $520,590Liabilities 2023: $0Net Assets 2023: $520,5902023Assets 2024: $524,213Liabilities 2024: $0Net Assets 2024: $524,2132024

Highlighted filing

2020

Assets$546,112
Liabilities$0
Net Assets$546,112
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $578,693Expenses 2015: $1,908Net Income 2015: $576,7852015Revenue 2019: $22,185Expenses 2019: $38,214Net Income 2019: -$16,0292019Revenue 2020: $29,020Expenses 2020: $36,770Net Income 2020: -$7,7502020Revenue 2021: $54,527Expenses 2021: $38,029Net Income 2021: $16,4982021Revenue 2022: $12,842Expenses 2022: $43,638Net Income 2022: -$30,7962022Revenue 2023: $27,406Expenses 2023: $38,408Net Income 2023: -$11,0022023Revenue 2024: $42,195Expenses 2024: $38,460Net Income 2024: $3,7352024

Highlighted filing

2020

Revenue$29,020
Expenses$36,770
Net Income-$7,750
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,804-$7,804
Filing and Contact Details

Filer

Filer Name
Odella S Baak Charitable Trust
EIN
47-6983787
Phone
7122776586
Address
PO BOX 147, SIOUX CITY, IA 51102

Signing Officer

Name
Pam Magnuson
Title
Trustee
Phone
7122776586
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Co LLP
Address
302 Jones St Ste 320, Sioux City, IA 51101
Preparer
Lynette Meyer
Phone
7122524309
Raw XML Appendix282 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/UndistributedIncomeGrp/UndistributedIncomePYAmt028180
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0181
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02020 RIC NOT RECORDED UNTIL 2021
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0185
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0300
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02019 RIC RECORDED IN 2020
TaxesSchedule/TaxesDetail/Amt0266
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0266
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ODELLA S BAAK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ODEL
ReturnHeader/Filer/EIN0476983787
ReturnHeader/Filer/PhoneNum07122776586
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 147
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 Jones St Ste 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051101
ReturnHeader/PreparerPersonGrp/PhoneNum07122524309
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynette Meyer
ReturnHeader/ReturnTs02021-05-24T12:17:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAGNUSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$546,112
Liabilities
$0
Net assets
$546,112
Revenue
$29,020
Expenses
$36,770
Net income
-$7,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.42$0.38$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.27$0.38$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.13$0.44$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.55$0.38$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.29$0.37$0.08
2019Summary only. Only limited summary data is available for this year.$5.54$0.00$0.22$0.38$0.16
2015Summary only. Only limited summary data is available for this year.$5.76$0.00$5.79$0.02$5.77