Civic Intelligence

Odella S Baak Charitable Trust

990PF • Fiscal year 2023 • EIN 47-6983787

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

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.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

15th percentile

-40%

Higher net margin than 15% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$7,966

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

113%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$520,590

Down $10,945 (-2.1%) from 2022

Net Assets

Down

$520,590

Down $10,945 (-2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin15th percentile

Revenue

Up

$27,406

Up $14,564 (+113%) from 2022

Expenses

Down

$38,408

Down $5,230 (-12%) from 2022

Net Income

Up

-$11,002

Up $19,794 (+64%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2023

Assets$520,590
Liabilities$0
Net Assets$520,590
Open 2023 Filing

Operations Trend

Revenue Growth90th 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

2023

Revenue$27,406
Expenses$38,408
Net Income-$11,002
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,966-$7,966
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
2024-05-07
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 Appendix280 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/UndistributedIncomePYAmt029176
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0539
OtherIncreasesSchedule/OtherIncreasesDetail/Amt057
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt0406
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0406
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/SignatureDt02024-05-07
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/PreparerPersonNm0Lynette Meyer
ReturnHeader/ReturnTs02024-05-08T12:48:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLAIR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$520,590
Liabilities
$0
Net assets
$520,590
Revenue
$27,406
Expenses
$38,408
Net income
-$11,002
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