Civic Intelligence

Odella S Baak Charitable Trust

990PF • Fiscal year 2022 • EIN 47-6983787

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

4th percentile

-240%

Higher net margin than 4% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

62nd percentile

$8,117

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 63.2% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.5%

Faster asset growth than 30% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$531,535

Down $30,793 (-5.5%) from 2021

Net Assets

Down

$531,535

Down $30,793 (-5.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin4th percentile

Revenue

Down

$12,842

Down $41,685 (-76%) from 2021

Expenses

Up

$43,638

Up $5,609 (+15%) from 2021

Net Income

Down

-$30,796

Down $47,294 (-287%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2022

Assets$531,535
Liabilities$0
Net Assets$531,535
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$12,842
Expenses$43,638
Net Income-$30,796
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,117-$8,117
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
Kelli Blair
Title
Trustee
Phone
7122776586
Signed
2023-05-02
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 Appendix284 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/UndistributedIncomePYAmt033253
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt0490
TaxesSchedule/TaxesDetail/Amt1298
TaxesSchedule/TaxesDetail/Amt2640
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0490
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420634266
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/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynette Meyer
ReturnHeader/ReturnTs02023-05-04T12:42:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLAIR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$531,535
Liabilities
$0
Net assets
$531,535
Revenue
$12,842
Expenses
$43,638
Net income
-$30,796
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