Civic Intelligence

Koch Charitable Trust

990PF • Fiscal year 2010 • EIN 26-2813557

Jan 01, 2010 to Dec 31, 2010 • Filed on May 11, 2011

Organization Profile
C/O MI Trust CO Na PO Box 297753202
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets31st percentile

Assets

$921,649

No earlier filing loaded for comparison.

Net Assets

$921,649

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$51,406

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2010: $921,649Liabilities 2010: $0Net Assets 2010: $921,6492010Assets 2011: $878,312Liabilities 2011: $0Net Assets 2011: $878,3122011Assets 2019: $827,490Liabilities 2019: $0Net Assets 2019: $827,4902019Assets 2020: $832,639Liabilities 2020: $0Net Assets 2020: $832,6392020Assets 2021: $949,525Liabilities 2021: $0Net Assets 2021: $949,5252021Assets 2022: $925,888Liabilities 2022: $0Net Assets 2022: $925,8882022Assets 2023: $902,431Liabilities 2023: $0Net Assets 2023: $902,4312023Assets 2024: $900,848Liabilities 2024: $0Net Assets 2024: $900,8482024

Highlighted filing

2010

Assets$921,649
Liabilities$0
Net Assets$921,649
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $51,4062010Expenses 2011: $68,8522011Revenue 2019: $38,048Expenses 2019: $62,561Net Income 2019: -$24,5132019Revenue 2020: $66,091Expenses 2020: $60,974Net Income 2020: $5,1172020Revenue 2021: $178,820Expenses 2021: $61,918Net Income 2021: $116,9022021Revenue 2022: $41,910Expenses 2022: $65,008Net Income 2022: -$23,0982022Revenue 2023: $50,106Expenses 2023: $73,624Net Income 2023: -$23,5182023Revenue 2024: $77,635Expenses 2024: $78,875Net Income 2024: -$1,2402024

Highlighted filing

2010

Revenue-
Expenses$51,406
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 11, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL G KOCHTrustee-$0--
CARL F KOCHTrustee-$0--
KIM K JEANSELMETrustee-$0--
KATHY S MALLORYTrustee-$0--
KARYL L WINCHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHEBRON HOUSE OF HOSPITALITY INCCHARITABLEN/AWAUKESHA, WI, US$5,500
Paid GrantRASCALS & ROCKERSCHARITABLEN/ACAMBRIA, WI, US$4,500
Paid GrantWISCONSIN COMMUNITY SERVICESCHARITABLEN/AWAUKESHA, WI, US$4,500
Paid GrantHOMESCHOOL FOUNDATIONCHARITABLEN/APURCELLVILLE, VA, US$3,000
Paid GrantCARE WISCONSINCHARITABLEN/AJUNEAU, WI, US$2,500
Paid GrantFEED MY PEOPLECHARITABLEN/AEAU CLAIRE, WI, US$2,500
Paid GrantBOLTON REFUGE HOUSE INCCHARITABLEN/AEAU CLAIRE, WI, US$2,500
Paid GrantWAUPACA AREA FOOD PANTRY INCCHARITABLEN/AWAUPACA, WI, US$2,000
Paid GrantANGEL ON MY SHOULDERCHARITABLEN/AST GERMAIN, WI, US$2,000
Paid GrantWEYMONT FOOD PANTRYCHARITABLEN/AWEYAUWEGA, WI, US$2,000
Paid GrantMILWAUKEE RESCUE MISSIONCHARITABLEN/AMILWAUKEE, WI, US$2,000
Paid GrantCORP OF THE PRESIDENT-CHURCH OF JESUS CHRISTCHARITABLEN/AEAU CLAIRE, WI, US$2,000
Paid GrantWNWC LIFE 1025 CHRISTIAN RADIO & SUPPORT STATIONCHARITABLEN/AMADISON, WI, US$2,000
Paid GrantW-F YOUTH FOOTBALL & CHEER ASSOCCHARITABLEN/AWEYAUWEGA, WI, US$1,000
Paid GrantFRIENDS OF BEAVER CREEK RESERVE INCCHARITABLEN/AEAU CLAIRE, WI, US$1,000
Paid GrantHOME AND AWAY MINISTRIESCHARITABLEN/APINE CITY, MN, US$1,000
Filing and Contact Details

Filer

EIN
26-2813557
Raw XML AppendixShowing 400 of 785 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172010-12-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset288.312 shs Davis N Y Venture Fd Inc Cl Y
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5293.085 shs Marshall Small Cap Growth Fd I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6112.107 shs Marshall Small Cap Growth Fd I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8121.065 shs TIAA-Cref Institutional Mid-Cap Value Fund
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1335.695 shs Vanguard Instl Index Fd Sh Ben Int
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14426.439 shs Vanguard Mid Cap Index Fd Cl I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1547.687 shs Wells Fargo Advantage Discovery Cl Adm
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16132.509 shs Wells Fargo Advantage Discovery Cl Adm
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17Long Term Capital Gain Dividends
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Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$921,649
Liabilities
$0
Net assets
$921,649
Revenue
-
Expenses
$51,406
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$0.00$9.01$0.78$0.79$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.02$0.00$9.02$0.50$0.74$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$0.00$9.26$0.42$0.65$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.50$0.00$9.50$1.79$0.62$1.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.33$0.00$8.33$0.66$0.61$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.27$0.00$8.27$0.38$0.63$0.25
2011Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.69
2010Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$0.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2010 filings • $500k-$1M nonprofits