Lucile@latta Charitable Trust C/o the Security National Bank of
Only null% goes to programs Strong reserves Declining revenue
Lucile@latta Charitable Trust C/o the Security National Bank of is a 501(c)(3) organization based in Sioux City, Iowa, registered in 1997, with $305,386 in FY2024 revenue. CharityIndex grades it C.
Po Box 147, Sioux City, IA, 51102 EIN 42-6554228 Since 1997
Revenue (FY2024)
$305K
▲ 16.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$340K
Net assets
$3.7M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Lucile@latta Charitable Trust C/o the Security National Bank of— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating131 mo reserves · -11% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Lucile@latta Charitable Trust C/o the Security National Bank of: 131 mo reserves · -11% margin earns a C+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Lucile@latta Charitable Trust C/o the Security National Bank of— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Lucile@latta Charitable Trust C/o the Security National Bank of: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 147, Sioux City, IA, 51102
- City
- Sioux City
- State
- Iowa
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $395K (FY2013) to $305K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $3.7M
Operating margin
-11.2%
Spent more than it raised in the latest fiscal year.
Total assets
$3.7M
Total liabilities
$0
Net assets
$3.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $305,386▲16.1% | $339,595▲3.2% | $3,705,165▼0.9% | $3,705,165▼0.9% | 990PF |
| 2023 | $263,020▲24.8% | $328,963▲4.5% | $3,738,845▼1.7% | $3,738,845▼1.7% | 990PF |
| 2022 | $210,813▼45.8% | $314,782▲5.8% | $3,804,458▼2.6% | $3,804,458▼2.6% | 990PF |
| 2021 | $388,771▲29.9% | $297,664▼12.7% | $3,904,310▲2.4% | $3,904,310▲2.4% | 990PF |
| 2020 | $299,268▲0.8% | $341,087▼8.6% | $3,811,666▼1.0% | $3,811,666▼1.0% | 990PF |
| 2019 | $296,910▼26.3% | $373,332▲5.8% | $3,849,064▼1.7% | $3,849,064▼1.7% | 990PF |
| 2018 | $402,884▲19.1% | $352,812▲6.2% | $3,916,742▲1.3% | $3,916,742▲1.3% | 990PF |
| 2017 | $338,317▲48.2% | $332,118▼6.0% | $3,867,537▲0.2% | $3,867,537▲0.2% | 990PF |
| 2016 | $228,269▼11.2% | $353,340▼6.9% | $3,859,227▼3.2% | $3,859,227▼3.2% | 990PF |
| 2015 | $257,040▼79.6% | $379,509▲21.8% | $3,985,054▼2.9% | $3,985,054▼2.9% | 990PF |
| 2014 | $1,257,767▲218% | $311,456▲18.3% | $4,105,347▲29.8% | $4,105,347▲29.8% | 990PF |
| 2013 | $395,101 | $263,257 | $3,162,737 | $3,162,737 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Lucile@latta Charitable Trust C/o the Security National Bank of a legitimate nonprofit?
- Yes. Lucile@latta Charitable Trust C/o the Security National Bank of is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-6554228, based in Sioux City, Iowa. Donations are tax-deductible.
- What is Lucile@latta Charitable Trust C/o the Security National Bank of's EIN?
- Lucile@latta Charitable Trust C/o the Security National Bank of's Employer Identification Number (EIN) is 42-6554228.
- How much revenue does Lucile@latta Charitable Trust C/o the Security National Bank of report?
- Lucile@latta Charitable Trust C/o the Security National Bank of reported $305,386 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Lucile@latta Charitable Trust C/o the Security National Bank of have?
- CharityIndex grades Lucile@latta Charitable Trust C/o the Security National Bank of C, based on financial health (reserves and operating margin).
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Data for Lucile@latta Charitable Trust C/o the Security National Bank of (EIN 42-6554228) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.