Civic Intelligence

Rudolph and Florence Nadbath Charitable Trust

990 • Fiscal year 2013 • EIN 01-6192565

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileN/A
714 Mistral CTDanville, CA 94506

(216) 651-0222

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.03x

Higher debt load relative to assets than 32% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

69th percentile

0.32x

Higher debt load relative to revenue than 69% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

21st percentile

-9.9%

Higher net margin than 21% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

43rd percentile

$29,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

61st percentile

5.9%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

96th percentile

161%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,568,864

Up $254,387 (+5.9%) from 2012

Net Assets

Up

$4,435,485

Up $121,008 (+2.8%) from 2012

Liabilities

Up

$133,379

Up $133,379 from 2012

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin21st percentile

Revenue

$417,873

No earlier filing loaded for comparison.

Expenses

Up

$459,368

Up $419,857 (+1063%) from 2012

Net Income

-$41,495

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,296,587Liabilities 2010: $0Net Assets 2010: $4,296,5872010Assets 2011: $4,041,248Liabilities 2011: $0Net Assets 2011: $4,041,2482011Assets 2012: $4,314,477Liabilities 2012: $0Net Assets 2012: $4,314,4772012Assets 2013: $4,568,864Liabilities 2013: $133,379Net Assets 2013: $4,435,4852013Assets 2014: $4,360,709Liabilities 2014: $0Net Assets 2014: $4,360,7092014Assets 2015: $4,108,874Liabilities 2015: $0Net Assets 2015: $4,108,8742015Assets 2016: $4,204,182Liabilities 2016: $0Net Assets 2016: $4,204,1822016Assets 2017: $4,409,728Liabilities 2017: $0Net Assets 2017: $4,409,7282017Assets 2018: $4,234,126Liabilities 2018: $66,136Net Assets 2018: $4,167,9902018Assets 2019: $4,541,915Liabilities 2019: $0Net Assets 2019: $4,541,9152019Assets 2020: $4,515,846Liabilities 2020: $0Net Assets 2020: $4,515,8462020Assets 2021: $4,630,079Liabilities 2021: $0Net Assets 2021: $4,630,0792021Assets 2022: $3,831,134Liabilities 2022: $0Net Assets 2022: $3,831,1342022Assets 2023: $3,995,186Liabilities 2023: $0Net Assets 2023: $3,995,1862023Assets 2024: $4,037,598Liabilities 2024: $0Net Assets 2024: $4,037,5982024

Highlighted filing

2013

Assets$4,568,864
Liabilities$133,379
Net Assets$4,435,485
Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

$500K$0-$500KRevenue 2010: $59,032Expenses 2010: $4,402Net Income 2010: $54,6302010Revenue 2011: $61,313Expenses 2011: $256,676Net Income 2011: -$195,3632011Expenses 2012: $39,5112012Revenue 2013: $417,873Expenses 2013: $459,368Net Income 2013: -$41,4952013Revenue 2014: $272,672Expenses 2014: $407,927Net Income 2014: -$135,2552014Revenue 2015: $61,865Expenses 2015: $274,917Net Income 2015: -$213,0522015Revenue 2016: $254,130Expenses 2016: $101,577Net Income 2016: $152,5532016Revenue 2017: $68,268Expenses 2017: $222,552Net Income 2017: -$154,2842017Revenue 2018: $72,355Expenses 2018: $99,925Net Income 2018: -$27,5702018Revenue 2019: $313,692Expenses 2019: $149,622Net Income 2019: $164,0702019Revenue 2020: $156,703Expenses 2020: $359,155Net Income 2020: -$202,4522020Revenue 2021: $174,349Expenses 2021: $385,820Net Income 2021: -$211,4712021Revenue 2022: $4,679Expenses 2022: $414,391Net Income 2022: -$409,7122022Revenue 2023: $107,169Expenses 2023: $231,664Net Income 2023: -$124,4952023Revenue 2024: $289,684Expenses 2024: $351,845Net Income 2024: -$62,1612024

Highlighted filing

2013

Revenue$417,873
Expenses$459,368
Net Income-$41,495
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$924,750
Mission and Program Overview

Mission

The Trust is organized exclusively for the benefit of St Ignatius High School in Cleveland, Ohio. Grants are to be used to provide scholarships to students of the school who demonstrate financial need.

The trust is organized exclusively for the benefit of st. Ignatius high school in cleveland, ohio. The grants are to be used to provide scholarships to students of the school who demonstrate financial need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$2,564,083-
Other Notes and Loans Receivable, Net$773,500$773,500→ $0
Savings and Temporary Cash Investments$214,187$499,781▲ $285,594
Land, Buildings, and Equipment, Net$368,000$368,000→ $0
Investments Other Securities$2,682,937$363,500▼ $2,319,437
Cash and Non-Interest-Bearing Accounts$275,853$0▼ $275,853
Total Assets$4,314,477$4,568,864▲ $254,387
Liabilities
Other Liabilities$0$133,379▲ $133,379
Total Liabilities$0$133,379▲ $133,379
Net Assets / Fund Balance
Unrestricted Net Assets$4,314,477$4,435,485▲ $121,008
Total Net Assets Fund Balance$4,314,477$4,435,485▲ $121,008
Total Liabilities and Net Assets / Fund Balance$4,314,477$4,568,864▲ $254,387

Asset Categories

AssetBook ValueDepreciationBasis
Land$368,000--
Other Securities$101,000--
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Paul KaterndahlTrustee$29,000$29,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$411,586
Other Revenue
$6,287
Change in Net Assets
$-41,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$420,648
Salaries, Compensation, and Employee Benefits$29,000
Other Expenses$9,720
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$420,648--$420,648
Current Officers, Directors, Trustees, and Key Employees-$29,000-$29,000
Other Expenses-$9,562-$9,562
Interest-$158-$158
Total Functional Expenses$420,648$38,720$0$459,368
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
34-0714500--Scholarships for Students$420,648
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Margin Interest Liability$133,379
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 8A

“All activities of the trust are carried out pursuant to the trust agreement.”

Form 990, Part VI, Section A, Line 8B

“All activities of the trust are carried out pursuant to the trust agreement.”

Form 990, Part VI, Section B, Line 11

“The return is prepared by an accounting firm and reviewed by the trustee.”

Form 990, Part VI, Section C, Line 19

“The organization will make its organizing documents available to anyone making written request for such information.”

Filing and Contact Details

Filer

EIN
01-6192565
Phone
2166510222

Signing Officer

Name
Paul Katerndahl
Title
Trustee
Phone
2166510222
Signed
2014-11-17

Organization Details

Principal Officer
Paul Katerndahl
Formed
1990
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Zachary Fortsch
Phone
2165231900
Raw XML Appendix301 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
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IRS990ScheduleI/RecipientTable/RecipientEIN0340714500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL ACTIVITIES OF THE TRUST ARE CARRIED OUT PURSUANT TO THE TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL ACTIVITIES OF THE TRUST ARE CARRIED OUT PURSUANT TO THE TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS PREPARED BY AN ACCOUNTING FIRM AND REVIEWED BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL MAKE ITS ORGANIZING DOCUMENTS AVAILABLE TO ANYONE MAKING WRITTEN REQUEST FOR SUCH INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL KATERNDAHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02166510222
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10RUDOLPH AND FLORENCE NADBATH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUDO
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101001 LAKESIDE AVENUE EAST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0441141152
ReturnHeader/PreparerPersonGrp/PhoneNum02165231900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARY FORTSCH
ReturnHeader/ReturnTs02014-11-17T14:49:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,568,864
Liabilities
$133,379
Net assets
$4,435,485
Revenue
$417,873
Expenses
$459,368
Net income
-$41,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.29$0.35$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.11$0.23$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.00$3.83$0.00$0.41$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.17$0.39$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.16$0.36$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.00$4.54$0.31$0.15$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.23$0.07$4.17$0.07$0.10$0.03
2017Summary only. Only limited summary data is available for this year.$4.41$0.00$4.41$0.07$0.22$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.25$0.10$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.06$0.27$0.21
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.36$0.00$4.36$0.27$0.41$0.14
2013Detailed filing. Detailed filing data is available for this year.$4.57$0.13$4.44$0.42$0.46$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.00$4.31$0.04
2011Summary only. Only limited summary data is available for this year.$4.04$0.00$4.04$0.06$0.26$0.20
2010Summary only. Only limited summary data is available for this year.$4.30$0.00$4.30$0.06$0.00$0.05