Civic Intelligence

Nierling-United Way Trust

990EZ • Fiscal year 2020 • EIN 91-1973276

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 23, 2021

Organization ProfileN/A
PO Box 85Jamestown, ND 58402

(701) 320-8239

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2020 filings • NTEE T30 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.00x

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

2020 filings • NTEE T30 • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

37%

Higher net margin than 80% of similar nonprofits.

2020 filings • NTEE T30 • <$500k nonprofits • Source year 2020

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2020 filings • NTEE T30 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

19%

Faster asset growth than 68% of similar nonprofits.

2020 filings • NTEE T30 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • NTEE T30 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$92,899

Up $14,832 (+19%) from 2019

Net Assets

Up

$92,899

Up $14,832 (+19%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin80th percentile

Revenue

Up

$5,463

Up $1,688 (+45%) from 2019

Expenses

Up

$3,433

Up $2,280 (+198%) from 2019

Net Income

Down

$2,030

Down $592 (-23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$150K$100K$50K$0Assets 2011: $45,629Liabilities 2011: $02011Assets 2012: $46,584Liabilities 2012: $02012Assets 2013: $51,605Liabilities 2013: $02013Assets 2014: $58,550Liabilities 2014: $02014Assets 2015: $57,223Liabilities 2015: $02015Assets 2016: $56,660Liabilities 2016: $0Net Assets 2016: $56,6602016Assets 2017: $66,680Liabilities 2017: $0Net Assets 2017: $66,6802017Assets 2018: $62,284Liabilities 2018: $0Net Assets 2018: $62,2842018Assets 2019: $78,067Liabilities 2019: $0Net Assets 2019: $78,0672019Assets 2020: $92,899Liabilities 2020: $0Net Assets 2020: $92,8992020Assets 2021: $105,232Liabilities 2021: $0Net Assets 2021: $105,2322021Assets 2022: $79,518Liabilities 2022: $0Net Assets 2022: $79,5182022Assets 2023: $83,894Liabilities 2023: $02023Assets 2024: $86,953Liabilities 2024: $0Net Assets 2024: $86,9532024

Highlighted filing

2020

Assets$92,899
Liabilities$0
Net Assets$92,899
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $5,539Expenses 2011: $1,468Net Income 2011: $4,0712011Revenue 2012: $1,139Expenses 2012: $1,784Net Income 2012: -$6452012Revenue 2013: $1,915Expenses 2013: $1,205Net Income 2013: $7102013Revenue 2014: $2,162Expenses 2014: $1,970Net Income 2014: $1922014Revenue 2015: -$826Expenses 2015: $1,632Net Income 2015: -$2,4582015Revenue 2016: $967Expenses 2016: $2,514Net Income 2016: -$1,5472016Revenue 2017: $1,028Expenses 2017: $2,007Net Income 2017: -$9792017Revenue 2018: $4,526Expenses 2018: $2,268Net Income 2018: $2,2582018Revenue 2019: $3,775Expenses 2019: $1,153Net Income 2019: $2,6222019Revenue 2020: $5,463Expenses 2020: $3,433Net Income 2020: $2,0302020Revenue 2021: $1,538Expenses 2021: $1,416Net Income 2021: $1222021Revenue 2022: $22,264Expenses 2022: $5,521Net Income 2022: $16,7432022Revenue 2023: $639Expenses 2023: $2,556Net Income 2023: -$1,9172023Revenue 2024: $2,349Expenses 2024: $6,288Net Income 2024: -$3,9392024

Highlighted filing

2020

Revenue$5,463
Expenses$3,433
Net Income$2,030
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 23, 2021
Return Version
2020v4.1
Gross Receipts
$8,192
Mission and Program Overview

Mission

To benefit the jamestown united way

Program Services

DescriptionGrantsExpenses
PAYMENTS TO JAMESTOWN UNITED WAY$2,320$0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARLA BACHMEIERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nierling United Way Trust
EIN
91-1973276
Phone
7013208239
Address
PO BOX 85, JAMESTOWN, ND 58402

Signing Officer

Name
Karla Bachmeier
Title
Exec Director
Phone
7013208239
Signed
2021-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Schauer & Associates Pc
Address
PO BOX 1808, JAMESTOWN, ND 58402-1808
Preparer
Linda Mohn
Phone
7012525422
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 198. Description: dividend income. Amount: 1,428. Total included on form 990-ez, line 4: 1,626.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: jamestown united way. Grantee address: p.o. Box 85 jamestown, nd 58402. Grantee relationship: trustee. Amount given: 2,320.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain/loss on investments. Amount: 15,589. Description: prior period adjustment. Amount: -2,787. Total to form 990-ez, line 20: 12,802.”

Raw XML Appendix139 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KARLA BACHMEIER
IRS990EZ/BooksInCareOfDetail/PhoneNum07019528929
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 85
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JAMESTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ND
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd058402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078067
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092899
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02729
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02030
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01113
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078067
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092899
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03837
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02320
IRS990EZ/GrossReceiptsAmt08192
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01626
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078067
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092899
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078067
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092899
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARLA BACHMEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt012802
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO BENEFIT THE JAMESTOWN UNITED WAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENTS TO JAMESTOWN UNITED WAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02320
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt06566
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03433
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05463
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0450277715
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02320
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JAMESTOWN UNITED WAY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt02320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 198. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,428. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,626.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: JAMESTOWN UNITED WAY. GRANTEE ADDRESS: P.O. BOX 85 JAMESTOWN, ND 58402. GRANTEE RELATIONSHIP: TRUSTEE. AMOUNT GIVEN: 2,320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENTS. AMOUNT: 15,589. DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -2,787. TOTAL TO FORM 990-EZ, LINE 20: 12,802.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KARLA BACHMEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07013208239
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NIERLING UNITED WAY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NIER
ReturnHeader/Filer/EIN0911973276
ReturnHeader/Filer/PhoneNum07013208239
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 85
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450350118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAUER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1808
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JAMESTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0584021808
ReturnHeader/PreparerPersonGrp/PhoneNum07012525422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA MOHN
ReturnHeader/ReturnTs02021-09-27T08:18:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KARLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BACHMEIER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,899
Liabilities
$0
Net assets
$92,899
Revenue
$5,463
Expenses
$3,433
Net income
$2,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.06$0.04
2023Summary only. Only limited summary data is available for this year.$0.84$0.00$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.22$0.06$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.02$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.03$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.04$0.01$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.05$0.02$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.01$0.02$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.01$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$0.57$0.00$0.01$0.02$0.02
2014Summary only. Only limited summary data is available for this year.$0.59$0.00$0.02$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$0.02$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.47$0.00$0.01$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.46$0.00$0.06$0.01$0.04