Catherine Birzle Education Tr

Sioux City, IA
Tax-exempt since Jan. 2005
EIN: 39-6782796

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$38,814

Expenses

$38,766

Net Income

$48

Net Assets

$473,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,971	41.1%
Sales of Assets	$22,098	56.9%
Other Income	$745	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,055	74.9%
Compensation of Officers*	$8,120	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$473,249
Total Liabilities	$0
Net Assets	$473,249

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$8,120	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$32,089

Expenses

$28,981

Net Income

$3,108

Net Assets

$473,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,344	44.7%
Sales of Assets	$17,697	55.1%
Other Income	$48	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,115	69.4%
Compensation of Officers*	$7,620	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$473,242
Total Liabilities	$0
Net Assets	$473,242

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$7,620	$0

990-PF

Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$32,328

Expenses

$42,121

Net Income

-$9,793

Net Assets

$470,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,857	39.8%
Sales of Assets	$19,134	59.2%
Other Income	$337	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,035	76.1%
Compensation of Officers*	$7,917	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$470,115
Total Liabilities	$0
Net Assets	$470,115

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$7,917	$0

990-PF

Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$56,844

Expenses

$35,398

Net Income

$21,446

Net Assets

$479,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,132	30.1%
Sales of Assets	$39,542	69.6%
Other Income	$170	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,245	71.3%
Compensation of Officers*	$8,457	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$479,873
Total Liabilities	$0
Net Assets	$479,873

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$8,457	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$42,118

Expenses

$33,347

Net Income

$8,771

Net Assets

$458,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,065	26.3%
Sales of Assets	$29,917	71.0%
Other Income	$1,136	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,245	75.7%
Compensation of Officers*	$7,332	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,718
Total Liabilities	$1
Net Assets	$458,717

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$7,332	$0

990-PF

Filed on May 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$28,834

Expenses

$41,271

Net Income

-$12,437

Net Assets

$449,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,100	48.9%
Sales of Assets	$14,734	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,956	62.9%
Compensation of Officers*	$13,092	31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$449,649
Total Liabilities	$1
Net Assets	$449,648

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$13,092	$0

990-PF

Filed on May 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$47,567

Expenses

$35,567

Net Income

$12,000

Net Assets

$459,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,894	27.1%
Sales of Assets	$34,673	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,073	70.5%
Compensation of Officers*	$8,478	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$459,831
Total Liabilities	$0
Net Assets	$459,831

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$8,478	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Revenue

$40,714

Expenses

$31,876

Net Income

$8,838

Net Assets

$450,253

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,326	32.7%
Sales of Assets	$27,234	66.9%
Other Income	$154	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,217	72.8%
Compensation of Officers*	$7,866	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$450,253
Total Liabilities	$0
Net Assets	$450,253

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$7,866	$0

990-PF

Filed on May 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$22,264

Expenses

$33,951

Net Income

-$11,687

Net Assets

$441,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,187	45.8%
Sales of Assets	$12,077	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,889	73.3%
Compensation of Officers*	$7,733	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$441,453
Total Liabilities	$0
Net Assets	$441,453

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$7,733	$0

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$30,988

Expenses

$32,933

Net Income

-$1,945

Net Assets

$452,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,845	35.0%
Sales of Assets	$19,462	62.8%
Other Income	$681	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,772	72.2%
Compensation of Officers*	$8,129	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$452,973
Total Liabilities	$0
Net Assets	$452,973

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$8,129	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$40,609

Expenses

$36,901

Net Income

$3,708

Net Assets

$454,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,034	29.6%
Sales of Assets	$28,575	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,388	71.5%
Compensation of Officers*	$8,246	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$454,624
Total Liabilities	$0
Net Assets	$454,624

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$8,246	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$56,634

Expenses

$30,584

Net Income

$26,050

Net Assets

$451,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,763	19.0%
Sales of Assets	$45,582	80.5%
Other Income	$289	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,218	72.6%
Compensation of Officers*	$7,695	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$451,190
Total Liabilities	$0
Net Assets	$451,190

Compensation

Key Employees and Officers	Compensation	Other
Security National Bank (Trustee)	$7,695	$0

990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$25,891

Expenses

$34,731

Net Income

-$8,840

Net Assets

$425,104

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,512	48.3%
Sales of Assets	$13,379	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,694	71.1%
Compensation of Officers*	$7,197	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$425,104
Total Liabilities	$0
Net Assets	$425,104

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$57,599

Expenses

$32,241

Net Income

$25,358

Net Assets

$433,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,353	23.2%
Sales of Assets	$44,246	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,685	73.5%
Compensation of Officers*	$7,794	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$433,246
Total Liabilities	$0
Net Assets	$433,246

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated April 20, 2026

Catherine Birzle Education Tr

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004