William & Mildred J Kurz Char Tr

EIN 27-6687439 • Prospect, KY

7904 Bent Pine CourtProspect, KY 40059-9281

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

0.00x

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

<$500k nonprofits • Source year 2022

-2907%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2022

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

-89%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $1,834,125 (-100%) from 2021

Liabilities

Flat

Flat from 2021

Net Assets

Down

Down $1,834,125 (-100%) from 2021

Operations

Liabilities / Revenue66th percentile Net Margin3rd percentile

Revenue

Down

$63,065

Down $499,039 (-89%) from 2021

Expenses

$1,896,591

Up $988,973 (+109%) from 2021

Net Income

Down

-$1,833,526

Down $1,488,012 (-431%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2022

Assets$0

Liabilities$0

Net Assets$0

Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2022

Revenue$63,065

Expenses$1,896,591

Net Income-$1,833,526

Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: $63,065
Expenses: $1,896,591
Net income: -$1,833,526

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.06	$1.90	$1.83
2021Detailed filing. Detailed filing data is available for this year.	$1.83	$0.00	$1.83	$0.56	$0.91	$0.35
2020Detailed filing. Detailed filing data is available for this year.	$2.18	$0.00	$2.18	$0.29	$0.17	$0.12

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: May 8, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BAIRD TRUST COMPANY	Agent For Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: William & Mildred J Kurz Char Tr
EIN: 27-6687439
Phone: 5025889136
Address: 7904 BENT PINE COURT, PROSPECT, KY 40059-9281

Signing Officer

Name: Kenneth S Hays Sr
Title: Trustee
Phone: 5025889136
Signed: 2023-05-08
Discuss with paid preparer: Yes

Preparer

Firm: Reliance Integrated Solutions LLC
Address: 4900 W BROWN DEER RD, BROWN DEER, WI 53223
Preparer: Steven M Mccormick
Phone: 4148153900

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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BAIRD TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5025889136
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1867763
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	RELIGION/EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	PORTLAND CHRISTIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	C/O KENNETH HAYS TRUSTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PROSPECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	400599281
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1867763
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	143937
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	143937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	709524
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	170185
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	170185
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2437718
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1728194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	709524
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1872131
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1728194
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2607903
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	879709
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LiquidationExplanationStmt/ExplanationTxt	0	PER TERMS OF THE TRUST AGREEMENT.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	599
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	RESIDUAL CASH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	11059
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	4411
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	TRUSTEE FEES - INCOME (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	TRUSTEE FEES-PRIN (NON-DEDUCTI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	2765
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	1103
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	8294
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	3308
TaxesSchedule/TaxesDetail/Amt	0	3777
TaxesSchedule/TaxesDetail/Amt	1	7504
TaxesSchedule/TaxesDetail/Amt	2	77
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	77
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KENNETH S HAYS SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5025889136
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WILLIAM & MILDRED J KURZ CHAR TR
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	276687439
ReturnHeader/Filer/PhoneNum	0	5025889136
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	7904 BENT PINE COURT
ReturnHeader/Filer/USAddress/CityNm	0	PROSPECT
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	KY
ReturnHeader/Filer/USAddress/ZIPCd	0	400599281
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	481248384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	RELIANCE INTEGRATED SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4900 W BROWN DEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BROWN DEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53223
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4148153900
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STEVEN M MCCORMICK
ReturnHeader/ReturnTs	0	2023-05-10T17:00:27-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

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