Civic Intelligence

Wilhelmine Ratermann Charitable Remainderr Unitrust 04182001

990PF • Fiscal year 2013 • EIN 33-6328095

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

Organization Profile
PO Box 64062881

(618) 548-5000

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-128%

Higher net margin than 4% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

54th percentile

$18,480

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 47.4% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,692,210

Up $274,544 (+19%) from 2012

Net Assets

Up

$1,692,210

Up $274,544 (+19%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

$39,022

No earlier filing loaded for comparison.

Expenses

Up

$89,064

Up $2,375 (+2.7%) from 2012

Net Income

-$50,042

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $1,440,267Liabilities 2010: $0Net Assets 2010: $1,440,2672010Assets 2011: $1,415,983Liabilities 2011: $0Net Assets 2011: $1,415,9832011Assets 2012: $1,417,666Liabilities 2012: $0Net Assets 2012: $1,417,6662012Assets 2013: $1,692,210Liabilities 2013: $0Net Assets 2013: $1,692,2102013Assets 2014: $1,733,403Liabilities 2014: $0Net Assets 2014: $1,733,4032014Assets 2015: $1,685,587Liabilities 2015: $0Net Assets 2015: $1,685,5872015Assets 2016: $1,699,709Liabilities 2016: $0Net Assets 2016: $16,997,0982016Assets 2017: $1,891,991Liabilities 2017: $0Net Assets 2017: $1,889,6662017Assets 2018: $1,644,352Liabilities 2018: $0Net Assets 2018: $1,601,3522018Assets 2019: $1,960,902Liabilities 2019: $0Net Assets 2019: $1,961,4132019Assets 2020: $2,286,973Liabilities 2020: $0Net Assets 2020: $2,286,9732020Assets 2021: $2,685,913Liabilities 2021: $0Net Assets 2021: $2,685,9132021Assets 2022: $2,038,310Liabilities 2022: $0Net Assets 2022: $2,038,3102022Assets 2023: $2,451,238Liabilities 2023: $0Net Assets 2023: $2,451,2382023Assets 2024: $2,470,595Liabilities 2024: $0Net Assets 2024: $2,470,5952024

Highlighted filing

2013

Assets$1,692,210
Liabilities$0
Net Assets$1,692,210
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $79,7352010Expenses 2011: $84,3112011Expenses 2012: $86,6892012Revenue 2013: $39,022Expenses 2013: $89,064Net Income 2013: -$50,0422013Revenue 2014: $40,137Expenses 2014: $99,601Net Income 2014: -$59,4642014Revenue 2015: $36,480Expenses 2015: $106,963Net Income 2015: -$70,4832015Revenue 2016: $34,861Expenses 2016: $107,448Net Income 2016: -$72,5872016Revenue 2017: $36,047Expenses 2017: $106,810Net Income 2017: -$70,7632017Revenue 2018: $37,400Expenses 2018: $114,753Net Income 2018: -$77,3532018Revenue 2019: $36,816Expenses 2019: $92,620Net Income 2019: -$55,8042019Revenue 2020: $32,780Expenses 2020: $88,575Net Income 2020: -$55,7952020Revenue 2021: $22,771Expenses 2021: $24,759Net Income 2021: -$1,9882021Revenue 2022: $23,887Expenses 2022: $122,708Net Income 2022: -$98,8212022Revenue 2023: $159,869Expenses 2023: $107,606Net Income 2023: $52,2632023Revenue 2024: $207,370Expenses 2024: $101,629Net Income 2024: $105,7412024

Highlighted filing

2013

Revenue$39,022
Expenses$89,064
Net Income-$50,042
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD ROSETrusteePT$18,480-$18,480
KIM MORGANTreasurer-$0--
SUE ELLEN ROSESuccessor-$0--
Filing and Contact Details

Filer

EIN
33-6328095
Phone
6185485000

Signing Officer

Name
Leonard Rose
Title
Leonard Ros
Signed
2014-04-29

Preparer

Preparer
Leonard Rose
Phone
6185485000
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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0909750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1512571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0909750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1512571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EDWARD JONES ACCT #230-09001-1-1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EDWARD JONES ACCT #622-16380-1-3
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0100000
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt099477
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039022
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt039022
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt052701
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018480
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018480
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt068602
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt068602
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt030044
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt030044
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-50042
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08978
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt071796
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0451
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt089064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt091723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt039022
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019927
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt319975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt419212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt614601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt711173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt811039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9345403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt913357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt107746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1131598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt913357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt107746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1131598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt316931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt614095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt811353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt913357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt107746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11377001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0APPLIED MATERIALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ENSCO INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BROADCOM CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CISCO SYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4IBM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5KEYCORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LOWES COMPANIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WEYERHAUSER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ENSCO INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9EDWARD JONES 16390 CAPITAL GAINS DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10EDWARD JONES 9001 CAPITAL GAINS DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SEE ATTACHED WORKSHEET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt052701
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-2926
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-50042
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0274544
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01642168
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01417666
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01642168
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt077837
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt077837
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt077837
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt079273
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01436
IRS990PF/DistributableAmountGrp/TotalTaxAmt01436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01436
IRS990PF/FMVAssetsEOYAmt01691687
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01417666
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01692210
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt082703
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01031522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01422321
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01422321
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0118441
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0169889
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0169889
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01417666
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01692210
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01691687
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01417666
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01692210
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01417666
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01692210
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0145000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt099477
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01609607
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt089439
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01416890
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024144
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0103278
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt079273
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01585463
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01609607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt018480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LEONARD ROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KIM MORGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUE ELLEN ROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SUCCESSOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101630 N BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine113127 BANNISTER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine123870 HESTER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Salem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Salem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2CENTRALIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode062881
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode162881
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode262801
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt068602
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt068602
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt068602
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101630 N BROADWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Salem
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode062881
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10LEONARD ROSE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06185485000
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt324742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10ST FRANCIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11MARION CO FARM BUREAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12CLINTON CO FARM BUREAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13CATHOLIC COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10251 CLINTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO BOX 126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13222 SOUTH THIRD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0AVISTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2BREESE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3BELLEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode062216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode162881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode262230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode362220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068602
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt068602
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt077837
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068602
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt077837
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt068602
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt046
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt146
TaxesSchedule/TaxesDetail/Amt0520
TaxesSchedule/TaxesDetail/Amt1451
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0451
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0LEONARD ROS
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILHELMINE RATERMANN CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0WILH
ReturnHeader/Filer/EIN0336328095
ReturnHeader/Filer/PhoneNum06185485000
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 640
ReturnHeader/Filer/USAddress/City0Salem
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Salem Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10P O Box 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode062881
ReturnHeader/PreparerPersonGrp/PhoneNum06185485000
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard Rose
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-04-30T09:49:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,692,210
Liabilities
$0
Net assets
$1,692,210
Revenue
$39,022
Expenses
$89,064
Net income
-$50,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.21$0.10$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.16$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.02$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.02$0.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.04$0.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.60$0.04$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.04$0.11$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$17.0$0.03$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.04$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.04$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.04$0.09$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.08