Civic Intelligence

Csb Charitable Foundation

990 • Fiscal year 2022 • EIN 82-3046849

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 23, 2023

Organization ProfileN/A
1225 Colonial ParkwayNorwalk, IA 50211

(515) 981-1240

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

91st percentile

70%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

40%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,750,826

Up $1,136,286 (+70%) from 2021

Net Assets

Up

$2,750,826

Up $1,136,286 (+70%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

Up

$1,392,967

Up $399,104 (+40%) from 2021

Expenses

Up

$256,681

Up $177,303 (+223%) from 2021

Net Income

Up

$1,136,286

Up $221,801 (+24%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $405,583Liabilities 2019: $0Net Assets 2019: $405,5832019Assets 2020: $700,055Liabilities 2020: $0Net Assets 2020: $700,0552020Assets 2021: $1,614,540Liabilities 2021: $0Net Assets 2021: $1,614,5402021Assets 2022: $2,750,826Liabilities 2022: $0Net Assets 2022: $2,750,8262022Assets 2023: $3,513,009Liabilities 2023: $0Net Assets 2023: $3,513,0092023Assets 2024: $2,261,394Liabilities 2024: $0Net Assets 2024: $2,261,3942024

Highlighted filing

2022

Assets$2,750,826
Liabilities$0
Net Assets$2,750,826
Open 2022 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0Revenue 2019: $194,653Expenses 2019: $24,580Net Income 2019: $170,0732019Revenue 2020: $297,578Expenses 2020: $3,106Net Income 2020: $294,4722020Revenue 2021: $993,863Expenses 2021: $79,378Net Income 2021: $914,4852021Revenue 2022: $1,392,967Expenses 2022: $256,681Net Income 2022: $1,136,2862022Revenue 2023: $915,658Expenses 2023: $153,475Net Income 2023: $762,1832023Revenue 2024: $906,114Expenses 2024: $706,016Net Income 2024: $200,0982024

Highlighted filing

2022

Revenue$1,392,967
Expenses$256,681
Net Income$1,136,286
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$2,091,517
Mission and Program Overview

Mission

Promoting philanthropy by 1) supporting nonprofit organizations; 2) making grants to qualified nonprofits; 3) holding and investing funds for the benefit of nonprofit organizations including donor advised funds; 4) general education to the public about charitable giving and estate planning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,614,540$2,750,826▲ $1,136,286
Rtn Earn Endowment Incm Other Fnds$1,614,540$2,750,826▲ $1,136,286
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,614,540$2,750,826▲ $1,136,286
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,614,540$2,750,826▲ $1,136,286
Total Liabilities and Net Assets / Fund Balance$1,614,540$2,750,826▲ $1,136,286

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,750,826--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Nathaniel TagtowPresident
George MeineckeVice President
Charlie OchanpaughDirector
David LesterDirector
John GhristDirector
Ken PetersenDirector
Richard AlbrechtDirector
Scott GrieseDirector
Steven AlbrechtDirector
Wade LawrenceDirector
Chad StevensSecretary
David AlbrechtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$790,312
Program Service Revenue
$0
Investment Income
$602,655
Other Revenue
$0
All Other Contributions
$790,312
Change in Net Assets
$1,136,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$247,413
Other Expenses$9,268
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$247,413--$247,413
Fees for Service Investment Mgmnt Fees-$7,963-$7,963
Other Expenses-$675-$675
Fees for Services Accounting-$630-$630
Total Functional Expenses$247,413$9,268$0$256,681
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Norwalk Community School DistrictNorwalk, IA501c3Continuing Operations of the Organization$104,955
Ringgold County Child Care CenterMount Ayr, IA501c3Continuing Operations of the Organization$50,000
Ringgold County Community FoundationMount Ayr, IA501c3Continuing Operations of the Organization$20,000
Des Moines Performing ArtsDes Moines, IA501c3Continuing Operations of the Organization$15,000
Iowa State University Foundation AddressAmes, IA501c3Continuing Operations of the Organization$11,250
Lutheran Church of HopeWest Des Moines, IA501c3Continuing Operations of the Organization$10,000
New Life Lutheran ChurchNorwalk, IA501c3Conitnuing Operations of the Organization$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The board is made up of employees of city state bank, which provides the investment management services for csb foundation. Also, the following board members have a family relationship: david albrecht & richard albrecht (son/father) david albrecht & steve albrecht (nephew/uncle) steve albrecht & richard albrecht (brothers)”

Form 990, Part VI, Section B, Line 11B

“The 990 return is reviewed by the board before it is filed.”

Form 990, Part VI, Section C, Line 18

“The organization makes copies of its form 990 return available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes copies of the governing documents, conflict of interest policy and financials statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Csb Foundation
EIN
82-3046849
Phone
5159811240
Address
1225 COLONIAL PARKWAY, NORWALK, IA 50211

Signing Officer

Name
Nathaniel Tagtow
Title
President
Phone
5159811240
Signed
2023-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathaniel Tagtow
Formed
2017
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
5550 WILD ROSE LANE SUITE 300, WEST DES MOINES, IA 50266
Preparer
Trevor Huisman CPA
Phone
5152224400
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IRS990ScheduleD/FundsAndOtherAccountsHeldCnt05
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0533037
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02750826
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02750826
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt211250
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt450000
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/CashGrantAmt6104955
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONITNUING OPERATIONS OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONTINUING OPERATIONS OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CONTINUING OPERATIONS OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CONTINUING OPERATIONS OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CONTINUING OPERATIONS OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CONTINUING OPERATIONS OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6CONTINUING OPERATIONS OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NEW LIFE LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LUTHERAN CHURCH OF HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2IOWA STATE UNIVERSITY FOUNDATION ADDRESS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DES MOINES PERFORMING ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4RINGGOLD COUNTY CHILD CARE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5RINGGOLD COUNTY COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6NORWALK COMMUNITY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04380 WAKONDA DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1925 JORDAN CREEK PKWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22505 UNIVERSITY BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3221 WALNUT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4302 N LINCOLN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 386
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6380 WRIGHT ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORWALK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WEST DES MOINES
IRS990ScheduleI/RecipientTable/USAddress/CityNm2AMES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3DES MOINES
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MOUNT AYR
IRS990ScheduleI/RecipientTable/USAddress/CityNm5MOUNT AYR
IRS990ScheduleI/RecipientTable/USAddress/CityNm6NORWALK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050211
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd150266
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd250010
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd550854
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD IS MADE UP OF EMPLOYEES OF CITY STATE BANK, WHICH PROVIDES THE INVESTMENT MANAGEMENT SERVICES FOR CSB FOUNDATION. ALSO, THE FOLLOWING BOARD MEMBERS HAVE A FAMILY RELATIONSHIP: DAVID ALBRECHT & RICHARD ALBRECHT (SON/FATHER) DAVID ALBRECHT & STEVE ALBRECHT (NEPHEW/UNCLE) STEVE ALBRECHT & RICHARD ALBRECHT (BROTHERS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 RETURN IS REVIEWED BY THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES COPIES OF ITS FORM 990 RETURN AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01614540
IRS990/TotalAssetsEOYAmt02750826
IRS990/TotalAssetsGrp/BOYAmt01614540
IRS990/TotalAssetsGrp/EOYAmt02750826
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0790312
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09268
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0247413
IRS990/TotalFunctionalExpensesGrp/TotalAmt0256681
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02750826
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0247413
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0602655
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01392967
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02750826
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/CityNm0NORWALK
IRS990/USAddress/StateAbbreviationCd0IA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,750,826
Liabilities
$0
Net assets
$2,750,826
Revenue
$1,392,967
Expenses
$256,681
Net income
$1,136,286
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.00$2.26$0.91$0.71$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.92$0.15$0.76
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$1.39$0.26$1.14
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.99$0.08$0.91
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.30$0.00$0.29
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.19$0.02$0.17