Civic Intelligence

Csb Charitable Foundation

990 • Fiscal year 2023 • EIN 82-3046849

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 20, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-34%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,513,009

Up $762,183 (+28%) from 2022

Net Assets

Up

$3,513,009

Up $762,183 (+28%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Down

$915,658

Down $477,309 (-34%) from 2022

Expenses

Down

$153,475

Down $103,206 (-40%) from 2022

Net Income

Down

$762,183

Down $374,103 (-33%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2023

Assets$3,513,009
Liabilities$0
Net Assets$3,513,009
Open 2023 Filing

Operations Trend

Revenue Growth11th 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

2023

Revenue$915,658
Expenses$153,475
Net Income$762,183
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 20, 2024
Return Version
2023v5.1
Gross Receipts
$2,030,253
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$2,750,826$3,513,009▲ $762,183
Rtn Earn Endowment Incm Other Fnds$2,750,826$3,513,009▲ $762,183
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,750,826$3,513,009▲ $762,183
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,750,826$3,513,009▲ $762,183
Total Liabilities and Net Assets / Fund Balance$2,750,826$3,513,009▲ $762,183

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,513,009--
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
$560,990
Program Service Revenue
$0
Investment Income
$354,668
Other Revenue
$0
All Other Contributions
$560,990
Change in Net Assets
$762,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$140,683
Other Expenses$12,792
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$140,683--$140,683
Fees for Service Investment Mgmnt Fees-$11,948-$11,948
Other Expenses-$844-$844
Total Functional Expenses$140,683$12,792$0$153,475
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Iowa State University Foundation AddressAmes, IA501c3Continuing Operations of the Organization$56,000
Des Moines Performing ArtsDes Moines, IA501c3Continuing Operations of the Organization$17,000
Iowa Catholic Radio FoundationDes Moines, IA-Continuing Operations of the Organization$13,333
New Life Lutheran ChurchNorwalk, IA501c3Conitnuing Operations of the Organization$11,000
Lutheran Church of HopeWest Des Moines, IA501c3Continuing Operations of the Organization$6,500
We Will CollectiveDes Moines, IA-Continuing Operations of the Organization$6,100
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
2024-08-20
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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IRS990ScheduleA/InvestmentIncomeCYPct00.03030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96970
IRS990ScheduleA/PublicSupportTotal509Amt03679764
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0862171
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01357935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0978870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0291072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0189716
IRS990ScheduleA/Total509Grp/TotalAmt03679764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0915658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01392967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0993863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0297578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0194653
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03794719
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0382261
IRS990ScheduleD/DonorAdvisedFundsHeldCnt08
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01665756
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0178729
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt05
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0743444
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03513009
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03513009
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt011000
IRS990ScheduleI/RecipientTable/CashGrantAmt16500
IRS990ScheduleI/RecipientTable/CashGrantAmt256000
IRS990ScheduleI/RecipientTable/CashGrantAmt317000
IRS990ScheduleI/RecipientTable/CashGrantAmt413333
IRS990ScheduleI/RecipientTable/CashGrantAmt56100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
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/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/BusinessNameLine1Txt4IOWA CATHOLIC RADIO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WE WILL COLLECTIVE
IRS990ScheduleI/RecipientTable/RecipientEIN0710893923
IRS990ScheduleI/RecipientTable/RecipientEIN1421368046
IRS990ScheduleI/RecipientTable/RecipientEIN2421143702
IRS990ScheduleI/RecipientTable/RecipientEIN3510138181
IRS990ScheduleI/RecipientTable/RecipientEIN4821207492
IRS990ScheduleI/RecipientTable/RecipientEIN5881849753
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/AddressLine1Txt4601 GRAND AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 41126
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORWALK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WEST DES MOINES
IRS990ScheduleI/RecipientTable/USAddress/CityNm2AMES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3DES MOINES
IRS990ScheduleI/RecipientTable/USAddress/CityNm4DES MOINES
IRS990ScheduleI/RecipientTable/USAddress/CityNm5DES MOINES
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/ZIPCd050211
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd150266
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd250010
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd350309
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd450309
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd550311
IRS990ScheduleI/Total501c3OrgCnt04
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/TotalAssetsBOYAmt02750826
IRS990/TotalAssetsEOYAmt03513009
IRS990/TotalAssetsGrp/BOYAmt02750826
IRS990/TotalAssetsGrp/EOYAmt03513009
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0560990
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012792
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140683
IRS990/TotalFunctionalExpensesGrp/TotalAmt0153475
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,513,009
Liabilities
$0
Net assets
$3,513,009
Revenue
$915,658
Expenses
$153,475
Net income
$762,183
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