Civic Intelligence

Caroline Cochener Charitable Trust

990PF • Fiscal year 2011 • EIN 26-2710886

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 26, 2012

Organization Profile
C/O Heritage Group Lc 7309 E 21stSt N No 12067206-1080
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,139,814

Up $272,115 (+31%) from 2010

Net Assets

Up

$1,139,814

Up $272,115 (+31%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$36,011

Up $4,389 (+14%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $867,699Liabilities 2010: $0Net Assets 2010: $867,6992010Assets 2011: $1,139,814Liabilities 2011: $0Net Assets 2011: $1,139,8142011Assets 2012: $1,410,049Liabilities 2012: $0Net Assets 2012: $1,410,0492012Assets 2013: $1,650,838Liabilities 2013: $0Net Assets 2013: $1,650,8382013Assets 2014: $1,881,033Liabilities 2014: $0Net Assets 2014: $1,881,0332014Assets 2015: $2,114,764Liabilities 2015: $0Net Assets 2015: $2,114,7642015Assets 2016: $2,315,015Liabilities 2016: $0Net Assets 2016: $2,315,0152016Assets 2017: $2,561,270Liabilities 2017: $0Net Assets 2017: $2,561,2702017Assets 2019: $2,186,435Liabilities 2019: $0Net Assets 2019: $2,186,4352019Assets 2020: $1,422,482Liabilities 2020: $0Net Assets 2020: $1,422,4822020Assets 2022: $413,097Liabilities 2022: $0Net Assets 2022: $413,0972022Assets 2025: $119,920Liabilities 2025: $0Net Assets 2025: $119,9202025

Highlighted filing

2011

Assets$1,139,814
Liabilities$0
Net Assets$1,139,814
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $31,6222010Expenses 2011: $36,0112011Expenses 2012: $38,0542012Revenue 2013: $308,242Expenses 2013: $67,453Net Income 2013: $240,7892013Revenue 2014: $307,079Expenses 2014: $76,884Net Income 2014: $230,1952014Revenue 2015: $307,834Expenses 2015: $74,103Net Income 2015: $233,7312015Revenue 2016: $309,107Expenses 2016: $108,856Net Income 2016: $200,2512016Revenue 2017: $357,406Expenses 2017: $111,151Net Income 2017: $246,2552017Revenue 2019: $94,859Expenses 2019: $738,247Net Income 2019: -$643,3882019Revenue 2020: $43,568Expenses 2020: $807,754Net Income 2020: -$764,1862020Revenue 2022: -$6,052Expenses 2022: $361,834Net Income 2022: -$367,8862022Revenue 2025: $60Expenses 2025: $2,135Net Income 2025: -$2,0752025

Highlighted filing

2011

Revenue-
Expenses$36,011
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 26, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLINE A COCHENERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBETTY FORD CENTER FOUNDATIONCONTRIBUTION TO PUBLIC CHARITY-PALM DESERT, CA, US$20,000
Paid GrantFIDELITY CHARITABLE GIFT FUNDCONTRIBUTION TO PUBLIC CHARITY-CINCINNATI, OH, US$12,500
Filing and Contact Details

Filer

EIN
26-2710886
Raw XML Appendix295 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue01126239
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0INVESTMENT IN PARTENRSHIP - NET VENTURE
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01122503
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount03345
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount02692
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1NET VENTURE, A PARTNERSHIP STCG
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted047790
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj047790
IRS990PF/DistributableAmount/DistributableAmountBeforeDed047790
IRS990PF/DistributableAmount/MinimumInvestmentReturn047830
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome040
IRS990PF/DistributableAmount/TotalTax040
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0971158
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances019908
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable014567
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0951250
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn047830
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0956591
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CAROLINE A COCHENER
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct021794
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets021754
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.022741
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.044063
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10HERITAGE GROUP LC
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WICHITA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0KS
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IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
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IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RUTH G FINK CHARITY TRUST
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
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OtherExpensesSchedule/OtherExpenses/Description0NET VENTURE - DEDUCTIONS RELATED TO PORTFOLIO INCOME
OtherExpensesSchedule/OtherExpenses/Description1NET VENTUTE - INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01535
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome11
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01535
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0262710886
ReturnHeader/Filer/Name/BusinessNameLine10CAROLINE COCHENER CHARITABLE TRUST
ReturnHeader/Filer/NameControl0CARO
ReturnHeader/Filer/Phone03162615301
ReturnHeader/Filer/USAddress/AddressLine10C/O HERITAGE GROUP LC 7309 E 21ST
ReturnHeader/Filer/USAddress/AddressLine20ST N NO 120
ReturnHeader/Filer/USAddress/City0WICHITA
ReturnHeader/Filer/USAddress/State0KS
ReturnHeader/Filer/USAddress/ZIPCode0672061080
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-04-26
ReturnHeader/Officer/Name0CAROLINE A COCHENER
ReturnHeader/Officer/Phone03162615301
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0481208823
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HERITAGE GROUP LC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107309 E 21ST N STE 120
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WICHITA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0KS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0672061178
ReturnHeader/Preparer/Name0TODD M CONNELL CPA
ReturnHeader/Preparer/Phone03162615301
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-03T15:19:29-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,139,814
Liabilities
$0
Net assets
$1,139,814
Revenue
-
Expenses
$36,011
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.01$0.36$0.37
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.04$0.81$0.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.09$0.74$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.36$0.11$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.31$0.11$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.31$0.07$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.31$0.08$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.31$0.07$0.24
2012Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03