Civic Intelligence

The Raether Family Charitable Trust

990PF • Fiscal year 2013 • EIN 13-6855420

Dec 01, 2012 to Nov 30, 2013 • Filed on Apr 09, 2014

Organization Profile
C/O Kohlberg Kravis Roberts CO9 WEST 57TH STREET Suite 420010019
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

66th percentile

$46,418

Higher top officer pay than 66% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

7th percentile

-9.1%

Faster asset growth than 7% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$32,970,382

Down $3,312,861 (-9.1%) from 2012

Net Assets

Down

$32,911,602

Down $3,312,861 (-9.1%) from 2012

Liabilities

Flat

$58,780

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$6,829,501

Up $2,754,504 (+68%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60M$40M$20M$0Assets 2011: $37,661,428Liabilities 2011: $0Net Assets 2011: $37,661,4282011Assets 2012: $36,283,243Liabilities 2012: $58,780Net Assets 2012: $36,224,4632012Assets 2013: $32,970,382Liabilities 2013: $58,780Net Assets 2013: $32,911,6022013Assets 2014: $36,780,303Liabilities 2014: $0Net Assets 2014: $36,780,3032014Assets 2015: $32,365,452Liabilities 2015: $0Net Assets 2015: $32,365,4522015Assets 2019: $27,460,601Liabilities 2019: $0Net Assets 2019: $27,460,6012019Assets 2020: $31,199,712Liabilities 2020: $0Net Assets 2020: $31,199,7122020Assets 2021: $51,858,010Liabilities 2021: $0Net Assets 2021: $51,858,0102021Assets 2022: $50,330,091Liabilities 2022: $0Net Assets 2022: $50,330,0912022Assets 2023: $43,509,248Liabilities 2023: $0Net Assets 2023: $43,509,2482023Assets 2024: $38,457,258Liabilities 2024: $0Net Assets 2024: $38,457,2582024

Highlighted filing

2013

Assets$32,970,382
Liabilities$58,780
Net Assets$32,911,602
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2011: $2,159,8192011Expenses 2012: $4,074,9972012Expenses 2013: $6,829,5012013Revenue 2014: $12,406,344Expenses 2014: $8,537,643Net Income 2014: $3,868,7012014Revenue 2015: $4,430,750Expenses 2015: $8,845,601Net Income 2015: -$4,414,8512015Revenue 2019: $8,808,465Expenses 2019: $8,156,115Net Income 2019: $652,3502019Revenue 2020: $8,668,881Expenses 2020: $4,929,770Net Income 2020: $3,739,1112020Revenue 2021: $28,246,620Expenses 2021: $7,588,322Net Income 2021: $20,658,2982021Revenue 2022: $6,295,518Expenses 2022: $7,823,437Net Income 2022: -$1,527,9192022Revenue 2023: $2,832,737Expenses 2023: $9,653,580Net Income 2023: -$6,820,8432023Revenue 2024: $4,194,832Expenses 2024: $9,246,822Net Income 2024: -$5,051,9902024

Highlighted filing

2013

Revenue-
Expenses$6,829,501
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Apr 9, 2014
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY WERNERTrustee-$46,418-$46,418
PAUL E RAETHERTrustee-$0--
WENDY S RAETHERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT #10TO AID THE ORGANIZATION IN CARRYING OUT ITS CHARITABLE MISSION.-NEW YORK, NY, US$6,635,093
Filing and Contact Details

Filer

EIN
13-6855420
Raw XML Appendix387 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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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0PAUL E RAETHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount06635093
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO AID THE ORGANIZATION IN CARRYING OUT ITS CHARITABLE MISSION.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHMENT #10
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10VARIOUS - AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010019
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06635093
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01728124
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103984756
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202031367
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear307244735
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus01728124
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY01728124
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear018202817
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06670083
IRS990PF/UndistributedIncome/ExcessFromYear103984756
IRS990PF/UndistributedIncome/ExcessFromYear202031367
IRS990PF/UndistributedIncome/ExcessFromYear305516611
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06670083
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus018202817
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover013260858
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus06670083
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue021746598
OtherAssetsSchedule/OtherAssets/Description0INVESTMENT IN VARIOUS
OtherAssetsSchedule/OtherAssets/Description1FLOW-THROUGH ENTITIES
OtherAssetsSchedule/OtherAssets/EOYBookValue022562940
OtherAssetsSchedule/OtherAssets/EOYFMV025322856
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome10
OtherExpensesSchedule/OtherExpenses/Description0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1DEDUCTIONS FROM
OtherExpensesSchedule/OtherExpenses/Description2PASS-THRU ENTITIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps06221
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1117969
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06221
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks10
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome10
OtherIncomeSchedule2/OtherIncome/Description0FROM PASS-THROUGH ENTITIES
OtherIncomeSchedule2/OtherIncome/Description1LESS UBTI INCOME REPORTED ON FORM 990-T
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-63230
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome189512
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0789787
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks10
SubstantialContributorsSch/SubstantialContributor/PersonName0PAUL E WENDY S RAETHER
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10C/O KKR CO 9 WEST 57TH STREET
SubstantialContributorsSch/SubstantialContributor/USAddress/City0NEW YORK
SubstantialContributorsSch/SubstantialContributor/USAddress/State0NY
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode010019
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/Amount0107500
TaxesSchedule/Taxes/Amount10
TaxesSchedule/Taxes/Category0INTERNAL REVENUE SERVICE
TaxesSchedule/Taxes/Category1FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category2FROM PASS-THROUGH ENTITIES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome13563
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0136855420
ReturnHeader/Filer/InCareOfName0% PAUL E RAETHER
ReturnHeader/Filer/Name/BusinessNameLine10RAETHER 1985 CHARITABLE TRUST
ReturnHeader/Filer/NameControl0RAET
ReturnHeader/Filer/USAddress/AddressLine10C/O KOHLBERG KRAVIS ROBERTS CO
ReturnHeader/Filer/USAddress/AddressLine209 WEST 57TH STREET Suite 4200
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010019
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-04-09
ReturnHeader/Officer/Name0PAUL E RAETHER
ReturnHeader/Officer/Phone02122719933
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KKR Financial Services Company LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10730 Fifth Avenue 8th Floor
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0New York
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010019
ReturnHeader/Preparer/Phone02122719933
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-12-01
ReturnHeader/TaxPeriodEndDate02013-11-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-04-09T17:34:58-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$32,970,382
Liabilities
$58,780
Net assets
$32,911,602
Revenue
-
Expenses
$6,829,501
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$4.19$9.25$5.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$0.00$43.5$2.83$9.65$6.82
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.3$0.00$50.3$6.30$7.82$1.53
2021Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$28.2$7.59$20.7
2020Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$8.67$4.93$3.74
2019Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$8.81$8.16$0.65
2015Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$4.43$8.85$4.41
2014Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$12.4$8.54$3.87
2013Detailed filing. Detailed filing data is available for this year.$33.0$0.06$32.9$6.83
2012Detailed filing. Detailed filing data is available for this year.$36.3$0.06$36.2$4.07
2011Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$2.16