Civic Intelligence

Robert and Beth Kolar Charitable Tr

990PF • Fiscal year 2013 • EIN 20-6317540

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

PO Box 22868818

(402) 694-3161

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

100th percentile

15865%

Faster asset growth than 100% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

100th percentile

1586400%

Faster revenue growth than 100% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$15,965

Up $15,865 (+15865%) from 2012

Net Assets

$15,965

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$15,865

Up $15,864 (+1586400%) from 2012

Expenses

Flat

$0

Flat from 2012

Net Income

Up

$15,865

Up $15,864 (+1586400%) from 2012

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $100Liabilities 2011: $02011Assets 2012: $100Liabilities 2012: $02012Assets 2013: $15,965Liabilities 2013: $0Net Assets 2013: $15,9652013Assets 2014: $2,056,089Liabilities 2014: $0Net Assets 2014: $2,056,0892014Assets 2015: $2,102,382Liabilities 2015: $0Net Assets 2015: $2,102,3822015Assets 2019: $4,491,822Liabilities 2019: $0Net Assets 2019: $4,491,8222019Assets 2020: $4,342,361Liabilities 2020: $0Net Assets 2020: $4,342,3612020Assets 2021: $2,629,338Liabilities 2021: $0Net Assets 2021: $2,629,3382021Assets 2022: $2,624,472Liabilities 2022: $0Net Assets 2022: $2,624,4722022Assets 2023: $2,638,316Liabilities 2023: $0Net Assets 2023: $2,638,3162023Assets 2024: $2,603,479Liabilities 2024: $0Net Assets 2024: $2,603,4792024

Highlighted filing

2013

Assets$15,965
Liabilities$0
Net Assets$15,965

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $15,865Expenses 2013: $0Net Income 2013: $15,8652013Revenue 2014: $2,040,877Expenses 2014: $753Net Income 2014: $2,040,1242014Revenue 2015: $152,642Expenses 2015: $106,349Net Income 2015: $46,2932015Revenue 2019: $141,695Expenses 2019: $287,919Net Income 2019: -$146,2242019Revenue 2020: $141,844Expenses 2020: $291,305Net Income 2020: -$149,4612020Revenue 2021: $1,605,736Expenses 2021: $285,976Net Income 2021: $1,319,7602021Revenue 2022: $125,631Expenses 2022: $130,497Net Income 2022: -$4,8662022Revenue 2023: $131,100Expenses 2023: $117,256Net Income 2023: $13,8442023Revenue 2024: $200,370Expenses 2024: $235,207Net Income 2024: -$34,8372024

Highlighted filing

2013

Revenue$15,865
Expenses$0
Net Income$15,865
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM L MERSCHTrustee-$0--
TIMOTHY J OTTOTrustee-$0--
Filing and Contact Details

Filer

EIN
20-6317540
Phone
4026943161

Signing Officer

Name
William L Mersch
Title
Trustee
Phone
4026943161
Signed
2014-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Roger J Levering
Phone
4026945100
Raw XML Appendix185 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WILLIAM L MERSCH
CompensationExplanation/CompensationExplanationGrp/PersonNm1TIMOTHY J OTTO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02682
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0395
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt012788
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03077
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt012788
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015865
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt015865
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02682
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02682
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02682
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015865
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015865
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt012788
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt012788
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt012788
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt015865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015865
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt015865
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015965
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0100
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015965
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0317
IRS990PF/DistributableAmountGrp/TotalTaxAmt0317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0317
IRS990PF/FMVAssetsEOYAmt015965
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt015865
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt015865
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt015865
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015965
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015965
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015965
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015965
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015965
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt098
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM L MERSCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TIMOTHY J OTTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0AURORA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1AURORA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode068818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode168818
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM L MERSCH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101228 L ST PO BOX 228
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0AURORA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode068818
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04026943161
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt012788
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KOLAR CRUT 26-6409929
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012788
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012788
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L MERSCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04026943161
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROBERT & BETHEL KOLAR CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0206317540
ReturnHeader/Filer/PhoneNum04026943161
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 228
ReturnHeader/Filer/USAddress/City0AURORA
ReturnHeader/Filer/USAddress/State0NE
ReturnHeader/Filer/USAddress/ZIPCode068818
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470677662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10POTTS & LEVERING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 388
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0AURORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode068818
ReturnHeader/PreparerPersonGrp/PhoneNum04026945100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER J LEVERING
ReturnHeader/ReturnTs02014-08-14T15:17:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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