Civic Intelligence

Wilhelmine Ratermann Charitable Remainderr Unitrust 04182001

990PF • Fiscal year 2020 • EIN 33-6328095

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profile
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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-170%

Higher net margin than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$21,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 64.1% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-11%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,286,973

Up $326,071 (+17%) from 2019

Net Assets

Up

$2,286,973

Up $325,560 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$32,780

Down $4,036 (-11%) from 2019

Expenses

Down

$88,575

Down $4,045 (-4.4%) from 2019

Net Income

Up

-$55,795

Up $9 (+0.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2020

Assets$2,286,973
Liabilities$0
Net Assets$2,286,973
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

2020

Revenue$32,780
Expenses$88,575
Net Income-$55,795
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD ROSETrusteePT$21,000-$21,000
TERESA GOATEYTreasurer-$0--
SUE ELLEN ROSESuccessor-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Leonard Rose
Title
Trustee
Signed
2021-05-14

Preparer

Firm
Salem Tax Service LLC
Address
PO Box 640, Salem, IL 62881
Preparer
Leonard Rose
Phone
6185485000
Raw XML Appendix320 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/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LEONARD ROSE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01630 N BROADWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Salem
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd062881
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06185485000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt213000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35193
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST FRANCIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CLINTON CO FARM BUREAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2KASKASKIA COLLEGE FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MARION CO FARM BUREAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0251 CLINTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt227210 COLLGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31630 NORTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AVISTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BREESE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CENTRALIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd162230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd362881
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064659
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt0169000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01b(5)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0DOROTHY RATERMANN TRUST
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0LOAN FOR SCHOLARSHIPS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021002
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt064659
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090592
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085661
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt069590
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt064659
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0321355
OtherIncreasesSchedule/OtherIncreasesDetail/Amt160000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INVESTMENT VALUE GAIN
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1INCREASE IN NOTE RECEIVABLE
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0169000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0DOROTHY RATERMANN CHARITABLE TRUST
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02
TaxesSchedule/TaxesDetail/Amt01839
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01839
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILHELMINE RATERMANN CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0WILH
ReturnHeader/Filer/EIN0336328095
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 640
ReturnHeader/Filer/USAddress/CityNm0Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Salem Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062881
ReturnHeader/PreparerPersonGrp/PhoneNum06185485000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard Rose
ReturnHeader/ReturnTs02021-06-01T14:24:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEONARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,286,973
Liabilities
$0
Net assets
$2,286,973
Revenue
$32,780
Expenses
$88,575
Net income
-$55,795
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