Civic Intelligence

Wilhelmine Ratermann Charitable Remainderr Unitrust 04182001

990PF • Fiscal year 2014 • EIN 33-6328095

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

PO Box 640Salem, IL 62881

(618) 548-5000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

3rd percentile

-148%

Higher net margin than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$19,080

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 47.5% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

53rd percentile

2.4%

Faster asset growth than 53% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

2.9%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,733,403

Up $41,193 (+2.4%) from 2013

Net Assets

Up

$1,733,403

Up $41,193 (+2.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$40,137

Up $1,115 (+2.9%) from 2013

Expenses

Up

$99,601

Up $10,537 (+12%) from 2013

Net Income

Down

-$59,464

Down $9,422 (-19%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$1,733,403
Liabilities$0
Net Assets$1,733,403

Operations Trend

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

2014

Revenue$40,137
Expenses$99,601
Net Income-$59,464
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD ROSETrusteePT$19,080-$19,080
KIM MORGANTreasurer-$0--
SUE ELLEN ROSESuccessor-$0--
Filing and Contact Details

Filer

Filer Name
Wilhelmine Ratermann Charitable
EIN
33-6328095
Phone
6185485000
Address
PO BOX 640, Salem, IL 62881

Signing Officer

Name
Leonard Rose
Title
Leonard Ros
Signed
2015-05-12

Preparer

Firm
Salem Tax Service
Address
P O Box 640, SALEM, IL 62881
Preparer
Leonard Rose
Phone
6185485000
Raw XML Appendix304 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9JOHNSON CONTROLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LINN ENERGY
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SEE ATTACHED WORKSHEET
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01587688
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025806
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt074111
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt084728
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01694563
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01720369
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt019080
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/AddressLine1Txt01630 N BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13127 BANNISTER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23870 HESTER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Salem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Salem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CENTRALIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd062881
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd162881
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd262801
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt077840
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt077840
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt077840
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LEONARD ROSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01630 N BROADWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Salem
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd062881
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/PhoneNum06185485000
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt037840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt223000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST FRANCIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARION CO FARM BUREAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CLINTON CO FARM BUREAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0251 CLINTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P BOX 126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AVISTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BREESE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd162881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077840
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt077837
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083684
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077840
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt083681
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt077837
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt149
TaxesSchedule/TaxesDetail/Amt01437
TaxesSchedule/TaxesDetail/Amt1205
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0205
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0LEONARD ROS
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILHELMINE RATERMANN CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0WILH
ReturnHeader/Filer/EIN0336328095
ReturnHeader/Filer/PhoneNum06185485000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 640
ReturnHeader/Filer/USAddress/CityNm0Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Salem Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062881
ReturnHeader/PreparerPersonGrp/PhoneNum06185485000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard Rose
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-12T13:48:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

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