Civic Intelligence

Caroline Cochener Charitable Trust

990PF • Fiscal year 2019 • EIN 26-2710886

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 21, 2020

Organization Profile
7309 E 21st St 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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-678%

Higher net margin than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

5th percentile

-23%

Faster asset growth than 5% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,186,435

Down $374,835 (-15%) from 2017

Net Assets

Down

$2,186,435

Down $374,835 (-15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$94,859

Down $262,547 (-73%) from 2017

Expenses

Up

$738,247

Up $627,096 (+564%) from 2017

Net Income

Down

-$643,388

Down $889,643 (-361%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2019

Assets$2,186,435
Liabilities$0
Net Assets$2,186,435
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$94,859
Expenses$738,247
Net Income-$643,388
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 21, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
7309 E 21ST ST N NO 120, WICHITA, KS 67206-1178

Signing Officer

Name
Caroline a Cochener
Title
Trustee
Phone
3162615301
Signed
2020-03-21
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 Appendix347 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0934
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2),CAROLINE COCHENER CHARITABLE TRUST HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2017.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING FUND FOR EDUCATIONAL ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION TO PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF CALIFORNIA BERKLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EXODUS TRANSITIONAL COMMUNITY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11995 UNIVERSITY AVE SUITE 401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22268 3RD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210035
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0728000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0125863
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0125857
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0479083
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0479083
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0730803
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0479083
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0479083
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0125857
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/TotalContributionsAmt020120
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NET VENTURE - DEDUCTIONS RELATED TO PORTFOLIO INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NET VENTURE - INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2GAR 76, A PARTNERSHIP - DEDUCTIONS RELATED TO PORTFOLIO INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3GAR 76, A PARTNERSHIP - INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01509
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22818
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt32
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22818
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32
TaxesSchedule/TaxesDetail/Amt01050
TaxesSchedule/TaxesDetail/Amt1605
TaxesSchedule/TaxesDetail/Amt2392
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1605
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLINE A COCHENER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03162615301
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINE COCHENER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0262710886
ReturnHeader/Filer/PhoneNum03162615301
ReturnHeader/Filer/USAddress/AddressLine1Txt07309 E 21ST ST 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/ReturnTs02020-03-30T10:41:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,186,435
Liabilities
$0
Net assets
$2,186,435
Revenue
$94,859
Expenses
$738,247
Net income
-$643,388
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
2019Detailed filing. Detailed filing data is available for this year.$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