Civic Intelligence

Caroline Cochener Charitable Trust

990PF • Fiscal year 2014 • EIN 26-2710886

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 05, 2015

Organization Profile
C/O Heritage Group Lc 7309 E 21stSt N No 120Wichita, KS 67206-1178

(316) 261-5301

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-0.4%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,881,033

Up $230,195 (+14%) from 2013

Net Assets

Up

$1,881,033

Up $230,195 (+14%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin95th percentile

Revenue

Down

$307,079

Down $1,163 (-0.4%) from 2013

Expenses

Up

$76,884

Up $9,431 (+14%) from 2013

Net Income

Down

$230,195

Down $10,594 (-4.4%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2014

Assets$1,881,033
Liabilities$0
Net Assets$1,881,033
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

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

2014

Revenue$307,079
Expenses$76,884
Net Income$230,195
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLINE A COCHENERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Caroline Cochener Charitable Trust
EIN
26-2710886
Phone
3162615301
Address
C/O HERITAGE GROUP LC 7309 E 21ST, ST N NO 120, WICHITA, KS 67206-1178

Signing Officer

Name
Caroline a Cochener
Title
Trustee
Phone
3162615301
Signed
2015-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Heritage Group Lc
Address
7309 E 21ST N STE 120, WICHITA, KS 67206-1178
Preparer
Todd M Connell CPA
Phone
3162615301
Raw XML Appendix296 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/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086190
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074203
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084285
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt072298
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RUTH G FINK CHARITY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07309 E 21ST STREET N SUITE 120
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WICHITA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0672061178
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0301867
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NET VENTURE - DEDUCTIONS RELATED TO PORTFOLIO INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NET VENTURE - INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01943
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01943
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLINE A COCHENER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03162615301
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINE COCHENER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0262710886
ReturnHeader/Filer/PhoneNum03162615301
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O HERITAGE GROUP LC 7309 E 21ST
ReturnHeader/Filer/USAddress/AddressLine2Txt0ST N NO 120
ReturnHeader/Filer/USAddress/CityNm0WICHITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd0672061178
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481208823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERITAGE GROUP LC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07309 E 21ST N STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WICHITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0672061178
ReturnHeader/PreparerPersonGrp/PhoneNum03162615301
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD M CONNELL CPA
ReturnHeader/ReturnTs02015-02-16T16:05:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,881,033
Liabilities
$0
Net assets
$1,881,033
Revenue
$307,079
Expenses
$76,884
Net income
$230,195
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