Civic Intelligence

J D Nelson and Debra Nelson Charitable Foundation

990PF • Fiscal year 2021 • EIN 87-3928548

Jan 01, 2021 to Dec 31, 2021 • Filed on Dec 05, 2022

Organization Profile
PO Box 607Clear Lake, IA 50428

(641) 357-2121

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

$1,000,000

No earlier filing loaded for comparison.

Net Assets

$1,000,000

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin95th percentile

Revenue

$1,275,137

No earlier filing loaded for comparison.

Expenses

$215,184

No earlier filing loaded for comparison.

Net Income

$1,059,953

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2021: $1,000,000Liabilities 2021: $0Net Assets 2021: $1,000,0002021Assets 2021: $1,000,000Liabilities 2021: $0Net Assets 2021: $1,000,0002021Assets 2022: $7,140,860Liabilities 2022: $1Net Assets 2022: $7,140,8602022Assets 2023: $8,081,240Liabilities 2023: $1Net Assets 2023: $8,081,2402023Assets 2024: $9,067,056Liabilities 2024: $0Net Assets 2024: $9,067,0562024

Highlighted filing

2021

Assets$1,000,000
Liabilities$0
Net Assets$1,000,000
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2021: $1,230,661Expenses 2021: $215,184Net Income 2021: $1,015,4772021Revenue 2021: $1,275,137Expenses 2021: $215,184Net Income 2021: $1,059,9532021Revenue 2022: $6,616,305Expenses 2022: $248,283Net Income 2022: $6,368,0222022Revenue 2023: $607,314Expenses 2023: $427,602Net Income 2023: $179,7122023Revenue 2024: $1,028,345Expenses 2024: $815,049Net Income 2024: $213,2962024

Highlighted filing

2021

Revenue$1,275,137
Expenses$215,184
Net Income$1,059,953
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Dec 5, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW NELSONPresident-$0--
BRUCE OUVERSONSecretary-$0--
JERRY DAVISTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Jd Nelson and Debra Nelson Charitable Foundation
EIN
87-3928548
Phone
6413572121
Address
PO BOX 607, CLEAR LAKE, IA 50428

Signing Officer

Name
Jerry Davis
Title
Treasurer
Phone
6413572121
Signed
2022-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Schupick & Associates PC
Address
13 North Federal, Mason City, IA 50401
Preparer
Timothy J Schupick CPA
Phone
6414245993
Raw XML Appendix256 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050401
ReturnHeader/PreparerPersonGrp/PhoneNum06414245993
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy J Schupick CPA
ReturnHeader/ReturnTs02023-11-08T10:18:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,000,000
Liabilities
$0
Net assets
$1,000,000
Revenue
$1,275,137
Expenses
$215,184
Net income
$1,059,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$1.03$0.82$0.21
2023Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.61$0.43$0.18
2022Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$6.62$0.25$6.37
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.23$0.22$1.02
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.28$0.22$1.06