Civic Intelligence

Michael Krantz Endowment Education Scholarship Trust

990PF • Fiscal year 2017 • EIN 74-6512550

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
1120 South 101st StreetOmaha, NE 68124

(402) 221-0171

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-90%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-3.5%

Faster asset growth than 37% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$403,116

Down $14,575 (-3.5%) from 2016

Net Assets

Down

$403,116

Down $14,575 (-3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$16,208

Up $2,243 (+16%) from 2016

Expenses

Down

$30,783

Down $833 (-2.6%) from 2016

Net Income

Up

-$14,575

Up $3,076 (+17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$600K$400K$200K$0Assets 2010: $495,703Liabilities 2010: $0Net Assets 2010: $495,7032010Assets 2011: $462,988Liabilities 2011: $0Net Assets 2011: $462,9882011Assets 2012: $446,843Liabilities 2012: $0Net Assets 2012: $446,8432012Assets 2013: $438,100Liabilities 2013: $0Net Assets 2013: $438,1002013Assets 2014: $437,107Liabilities 2014: $0Net Assets 2014: $437,1072014Assets 2015: $435,342Liabilities 2015: $0Net Assets 2015: $435,3422015Assets 2016: $417,691Liabilities 2016: $0Net Assets 2016: $417,6912016Assets 2017: $403,116Liabilities 2017: $0Net Assets 2017: $403,1162017Assets 2018: $395,571Liabilities 2018: $0Net Assets 2018: $395,5712018Assets 2019: $383,603Liabilities 2019: $0Net Assets 2019: $383,6032019Assets 2020: $375,106Liabilities 2020: $0Net Assets 2020: $375,1062020Assets 2021: $372,917Liabilities 2021: $0Net Assets 2021: $372,9172021Assets 2022: $345,286Liabilities 2022: $0Net Assets 2022: $345,2862022Assets 2023: $349,969Liabilities 2023: $0Net Assets 2023: $349,9692023Assets 2024: $373,682Liabilities 2024: $0Net Assets 2024: $373,6822024

Highlighted filing

2017

Assets$403,116
Liabilities$0
Net Assets$403,116
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KExpenses 2010: $28,9672010Expenses 2011: $31,2692011Expenses 2012: $31,8842012Revenue 2013: $21,355Expenses 2013: $30,098Net Income 2013: -$8,7432013Revenue 2014: $31,174Expenses 2014: $32,167Net Income 2014: -$9932014Revenue 2015: $31,256Expenses 2015: $33,021Net Income 2015: -$1,7652015Revenue 2016: $13,965Expenses 2016: $31,616Net Income 2016: -$17,6512016Revenue 2017: $16,208Expenses 2017: $30,783Net Income 2017: -$14,5752017Revenue 2018: $24,159Expenses 2018: $31,704Net Income 2018: -$7,5452018Revenue 2019: $19,437Expenses 2019: $31,405Net Income 2019: -$11,9682019Revenue 2020: $22,618Expenses 2020: $31,115Net Income 2020: -$8,4972020Revenue 2021: $29,947Expenses 2021: $32,136Net Income 2021: -$2,1892021Revenue 2022: $7,730Expenses 2022: $35,361Net Income 2022: -$27,6312022Revenue 2023: $37,968Expenses 2023: $33,285Net Income 2023: $4,6832023Revenue 2024: $55,167Expenses 2024: $31,454Net Income 2024: $23,7132024

Highlighted filing

2017

Revenue$16,208
Expenses$30,783
Net Income-$14,575
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SECURITY NATIONAL BANK TRUSTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael Krantz Endowment Education
EIN
74-6512550
Phone
4022210171
Address
1120 SOUTH 101ST STREET, OMAHA, NE 68124

Signing Officer

Name
Sarah Lierman
Title
Trust Officer
Phone
4022210171
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Kenneth a Kluck CPA
Phone
4024968800
Raw XML Appendix360 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01515
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF, PART VIII, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0EXPLANATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NO COMPENSATION IS PAID TO SECURITY NATIONAL BANK TRUSTEE, AS AN OFFICER, BUT INVESTMENT FEES ARE CHARGED FOR PROVIDING INVESTMENT ADVICE BASED ON A PUBLISHED FEE SCHEDULE.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LAZARD INTERNATIONAL STRATEGIC EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD HIGH-YIELD CORPORATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-10-11
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SECURITY NATIONAL BANK TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01120 SOUTH 101ST STREET SUITE 420
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OMAHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068124
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04022210171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE SCHOLARSHIPS TO DOANE COLLEGE STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DOANE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01014 BOSWELL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CRETE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068333
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021600
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0698
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0257
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0698
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0409
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0409
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01107
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0435
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04537
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04537
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13025
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX BASED ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH LIERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04022210171
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL KRANTZ ENDOWMENT EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0746512550
ReturnHeader/Filer/PhoneNum04022210171
ReturnHeader/Filer/USAddress/AddressLine1Txt01120 SOUTH 101ST STREET
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025A6AA6E686D0712E4466E4AA016212FCB2DFE9D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F570DFA82CD896235B1444E087D221D54892355
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.51.217.130
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:39:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470625816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013616 CALIFORNIA ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681545336
ReturnHeader/PreparerPersonGrp/PhoneNum04024968800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A KLUCK CPA
ReturnHeader/ReturnTs02018-05-14T15:42:08-05:00
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
$403,116
Liabilities
$0
Net assets
$403,116
Revenue
$16,208
Expenses
$30,783
Net income
-$14,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.55$0.31$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.38$0.33$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.08$0.35$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.30$0.32$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.23$0.31$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.19$0.31$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.24$0.32$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.16$0.31$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.14$0.32$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.31$0.33$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.31$0.32$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.21$0.30$0.09
2012Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.32
2011Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.31
2010Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.29