Civic Intelligence

Irene & Joseph Malek Charitable Trust

990PF • Fiscal year 2017 • EIN 52-7242731

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

Organization Profile
2720 S 177th StreetOmaha, NE 68130

(402) 827-6962

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

25th percentile

-8.0%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

50th percentile

$23,330

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

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

Asset Growth

33rd percentile

-1.2%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

60th percentile

9.7%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,760,143

Down $70,151 (-2.5%) from 2015

Net Assets

$2,760,143

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin25th percentile

Revenue

Up

$184,173

Up $31,211 (+20%) from 2015

Expenses

Up

$198,889

Up $7,490 (+3.9%) from 2015

Net Income

Up

-$14,716

Up $23,721 (+62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,793,597Liabilities 2011: $02011Assets 2012: $2,916,159Liabilities 2012: $02012Assets 2013: $2,914,219Liabilities 2013: $02013Assets 2014: $2,868,731Liabilities 2014: $02014Assets 2015: $2,830,294Liabilities 2015: $02015Assets 2017: $2,760,143Liabilities 2017: $0Net Assets 2017: $2,760,1432017Assets 2018: $2,722,756Liabilities 2018: $0Net Assets 2018: $2,722,7562018Assets 2019: $2,674,956Liabilities 2019: $0Net Assets 2019: $2,674,9562019Assets 2020: $2,568,379Liabilities 2020: $0Net Assets 2020: $2,568,3792020Assets 2021: $2,509,847Liabilities 2021: $0Net Assets 2021: $2,509,8472021Assets 2022: $2,382,142Liabilities 2022: $0Net Assets 2022: $2,382,1422022Assets 2023: $2,276,797Liabilities 2023: $0Net Assets 2023: $2,276,7972023Assets 2024: $2,336,200Liabilities 2024: $0Net Assets 2024: $2,336,2002024

Highlighted filing

2017

Assets$2,760,143
Liabilities$0
Net Assets$2,760,143
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$400K$200K$0-$200KRevenue 2011: $94,877Expenses 2011: $190,256Net Income 2011: -$95,3792011Revenue 2012: $302,886Expenses 2012: $180,326Net Income 2012: $122,5602012Revenue 2013: $243,860Expenses 2013: $246,012Net Income 2013: -$2,1522013Revenue 2014: $150,037Expenses 2014: $195,313Net Income 2014: -$45,2762014Revenue 2015: $152,962Expenses 2015: $191,399Net Income 2015: -$38,4372015Revenue 2017: $184,173Expenses 2017: $198,889Net Income 2017: -$14,7162017Revenue 2018: $177,888Expenses 2018: $215,275Net Income 2018: -$37,3872018Revenue 2019: $155,414Expenses 2019: $203,214Net Income 2019: -$47,8002019Revenue 2020: $96,124Expenses 2020: $202,701Net Income 2020: -$106,5772020Revenue 2021: $178,761Expenses 2021: $237,293Net Income 2021: -$58,5322021Revenue 2022: $88,314Expenses 2022: $216,019Net Income 2022: -$127,7052022Revenue 2023: $101,590Expenses 2023: $206,935Net Income 2023: -$105,3452023Revenue 2024: $269,602Expenses 2024: $210,199Net Income 2024: $59,4032024

Highlighted filing

2017

Revenue$184,173
Expenses$198,889
Net Income-$14,716
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 Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNION BANK TRUST COMPANYCo-Trustee: As Needed-$23,330-$23,330
CASSEM TIERNEY ADAMS GOTCHCo-Trustee: As Needed-$21,440-$21,440
Filing and Contact Details

Filer

Filer Name
Irene & Joseph Malek Charitable Trust
EIN
52-7242731
In Care Of
% UNION BANK & TRUST COMPANY
Phone
4028276962
Address
2720 S 177th Street, Omaha, NE 68130

Signing Officer

Name
Union Bank Trust Co
Title
Trustee
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 AppendixShowing 400 of 423 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BELLEVUE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NEBRASKA STATE BAR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF NEBRASKA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST MARGARET MARY CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BRAIN INJURY ASSOCIATION OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ST AUGUSTINE INDIAN MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ST JOHN'S PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GIRL SCOUTS SPIRIT OF NEBRASKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10CREIGHTON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11BOYS & GIRLS CLUB OF THE MIDLANDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07400 WESTERN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17400 MILITARY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21000 SOUTH GALVIN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 95103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48712 WEST DODGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56116 DODGE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61608 SPRING HILL ROAD STE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX GG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82500 CALIFORNIA PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92121 SOUTH 44TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102500 CALIFORNIA PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112610 HAMILTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0MISSION ROAD 1
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BELLEVUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6VIENNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SOUTH WINNEBAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11OMAHA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd368509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd468108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd568132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622182
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd768071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd868178
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd968105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1068178
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1168131
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0152000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0107316
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt056639
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0157648
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/QualifyingDistributionsAmt0163955
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050332
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt056639
TaxesSchedule/TaxesDetail/Amt0594
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0594
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0UNION BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Irene & Joseph Malek Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Union Bank & Trust Company
ReturnHeader/Filer/BusinessNameControlTxt0IREN
ReturnHeader/Filer/EIN0527242731
ReturnHeader/Filer/InCareOfNm0% UNION BANK & TRUST COMPANY
ReturnHeader/Filer/PhoneNum04028276962

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,760,143
Liabilities
$0
Net assets
$2,760,143
Revenue
$184,173
Expenses
$198,889
Net income
-$14,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.27$0.21$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.10$0.21$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.09$0.22$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.18$0.24$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.10$0.20$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.16$0.20$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.18$0.22$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.18$0.20$0.01
2015Summary only. Only limited summary data is available for this year.$2.83$0.00$0.15$0.19$0.04
2014Summary only. Only limited summary data is available for this year.$2.87$0.00$0.15$0.20$0.05
2013Summary only. Only limited summary data is available for this year.$2.91$0.00$0.24$0.25$0.00
2012Summary only. Only limited summary data is available for this year.$2.92$0.00$0.30$0.18$0.12
2011Summary only. Only limited summary data is available for this year.$2.79$0.00$0.09$0.19$0.10