Civic Intelligence

Roger & Ruth Wolfe Charitable Trust

990PF • Fiscal year 2017 • EIN 27-6395605

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

PO Box 360Hiawatha, KS 66434

(785) 742-2101

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

32nd percentile

-2.9%

Higher net margin than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$12,023

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.2%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

5.1%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,347,113

Down $2,897 (-0.2%) from 2016

Net Assets

Down

$1,347,113

Down $2,897 (-0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$103,327

Up $5,049 (+5.1%) from 2016

Expenses

Up

$106,295

Up $4,398 (+4.3%) from 2016

Net Income

Up

-$2,968

Up $651 (+18%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,188,003Liabilities 2011: $0Net Assets 2011: $1,188,0032011Assets 2012: $1,293,358Liabilities 2012: $0Net Assets 2012: $1,293,3582012Assets 2014: $1,396,300Liabilities 2014: $0Net Assets 2014: $1,396,3002014Assets 2015: $1,353,625Liabilities 2015: $0Net Assets 2015: $1,353,6252015Assets 2016: $1,350,010Liabilities 2016: $0Net Assets 2016: $1,350,0102016Assets 2017: $1,347,113Liabilities 2017: $0Net Assets 2017: $1,347,1132017Assets 2018: $1,379,350Liabilities 2018: $0Net Assets 2018: $1,379,3502018Assets 2019: $1,373,907Liabilities 2019: $0Net Assets 2019: $1,373,9072019Assets 2020: $1,420,753Liabilities 2020: $0Net Assets 2020: $1,420,7532020Assets 2021: $1,400,917Liabilities 2021: $0Net Assets 2021: $1,400,9172021Assets 2022: $1,508,329Liabilities 2022: $0Net Assets 2022: $1,508,3292022

Highlighted filing

2017

Assets$1,347,113
Liabilities$0
Net Assets$1,347,113

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $7,2952011Expenses 2012: $71,4242012Revenue 2014: $148,712Expenses 2014: $97,821Net Income 2014: $50,8912014Revenue 2015: $64,664Expenses 2015: $107,342Net Income 2015: -$42,6782015Revenue 2016: $98,278Expenses 2016: $101,897Net Income 2016: -$3,6192016Revenue 2017: $103,327Expenses 2017: $106,295Net Income 2017: -$2,9682017Revenue 2018: $151,412Expenses 2018: $119,204Net Income 2018: $32,2082018Revenue 2019: $110,152Expenses 2019: $115,598Net Income 2019: -$5,4462019Revenue 2020: $178,025Expenses 2020: $131,176Net Income 2020: $46,8492020Revenue 2021: $116,347Expenses 2021: $136,183Net Income 2021: -$19,8362021Revenue 2022: $254,430Expenses 2022: $147,018Net Income 2022: $107,4122022

Highlighted filing

2017

Revenue$103,327
Expenses$106,295
Net Income-$2,968
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$12,023-$12,023
Filing and Contact Details

Filer

Filer Name
Roger & Ruth Wolfe Charitable Trust
EIN
27-6395605
Phone
7857422101
Address
PO BOX 360, HIAWATHA, KS 66434

Signing Officer

Name
Citizens State Bank Trust Co
Title
Trustee
Phone
7857422101
Signed
2018-05-11

Preparer

Firm
James T Scherer CPA
Address
109 SOUTH SIXTH, HIAWATHA, KS 66434
Preparer
James T Scherer CPA
Phone
7857422531
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DOMESTIC NON-VIOLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CONSTRUCT VETERAN'S MEMORIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16PURCHASE INVESTIGATIVE EQUIP.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17RAPID INTERVENTION TEAM PACK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19OPERATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22LANDSCAPING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23GRILL FOR TROY PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24TRANSPORTATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0USD 415 FBO MIDDLE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LATCHKEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DOVES INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FIRST UNITED METH CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HIAWATHA COMMUNITY HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HEART TO HEART INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7HIAWATHA CEMETERY SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HIAWATHA CEMETERY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9KS STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MORRILL FREE PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12TFI FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13NORTH BROWN CO FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CITY OF FAIRVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15HIAWATHA ACES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16HIAWATHA POLICE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17BROWN CO RESCUE SQUAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18HIAWATHA SPECIAL ED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19NEK-CAP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20USD 429 TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21CITY OF HIGHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22WATHENA GARDEN CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23DONIPHAN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24KE KS AREA ON AGING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5ANNUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6ANNUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7ANNUAL

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