Civic Intelligence

Wilhelmine Ratermann Charitable Remainderr Unitrust 04182001

990PF • Fiscal year 2021 • EIN 33-6328095

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

19th percentile

-8.7%

Higher net margin than 19% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$22,500

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 98.8% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,685,913

Up $398,940 (+17%) from 2020

Net Assets

Up

$2,685,913

Up $398,940 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin19th percentile

Revenue

Down

$22,771

Down $10,009 (-31%) from 2020

Expenses

Down

$24,759

Down $63,816 (-72%) from 2020

Net Income

Up

-$1,988

Up $53,807 (+96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2021

Assets$2,685,913
Liabilities$0
Net Assets$2,685,913
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$22,771
Expenses$24,759
Net Income-$1,988
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD ROSETrusteePT$22,500-$22,500
LEONARD ROSETrusteePT$22,500-$22,500
TERESA GOATEYTreasurer-$0--
SUE ELLEN ROSESuccessor-$0--
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
Phone
6185485000
Signed
2022-05-03

Preparer

Firm
Salem Tax Service LLC
Address
PO Box 640, Salem, IL 62881
Preparer
Leonard Rose
Phone
6185485000
Raw XML Appendix316 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EDWARD JONES ACCOUNT #23O-09001-1-1
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EDWARD JONES 9001 CAP GAIN DISTRIBUTION
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SEE ATTACHED WORKSHEET
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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/Amt06959
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt418000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST FRANCIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KASKASKIA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MARION CO FARM BUREAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST FRANCIS ASSISI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CLINTON CO FARM BUREAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0251 CLINTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt127210 COLLEGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21630 N BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3251 CLINTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AVISTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CENTRALIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3AVISTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BREESE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd162801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd362216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd462230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt069590
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/InvolvedAmt0231000
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/AppliedToCurrentYearAmt016875
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112103
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016875
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt095228
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0231000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0DOROTHY RATERMANN CHARITABLE TRUST
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06185485000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
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/PreparationDt02022-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard Rose
ReturnHeader/ReturnTs02022-05-03T16:13:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEONARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,685,913
Liabilities
$0
Net assets
$2,685,913
Revenue
$22,771
Expenses
$24,759
Net income
-$1,988
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