Civic Intelligence

Dorothy Ratermann Charitable Remainder Unitrust 04182001

990PF • Fiscal year 2011 • EIN 33-6328096

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

1630 N Broadway62881
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

98th percentile

$20,580

Higher top officer pay than 98% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

17th percentile

-10%

Faster asset growth than 17% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$932,002

Down $106,928 (-10%) from 2010

Net Assets

Down

$932,002

Down $106,928 (-10%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$102,513

Up $4,524 (+4.6%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,038,930Liabilities 2010: $0Net Assets 2010: $1,038,9302010Assets 2011: $932,002Liabilities 2011: $0Net Assets 2011: $932,0022011Assets 2012: $957,450Liabilities 2012: $0Net Assets 2012: $957,4502012Assets 2013: $2,349,632Liabilities 2013: $0Net Assets 2013: $2,349,6322013Assets 2014: $857,821Liabilities 2014: $0Net Assets 2014: $2,335,1862014Assets 2015: $752,984Liabilities 2015: $0Net Assets 2015: $2,230,2772015Assets 2016: $663,877Liabilities 2016: $0Net Assets 2016: $2,143,9912016Assets 2017: $612,770Liabilities 2017: $0Net Assets 2017: $2,037,3272017Assets 2018: $524,786Liabilities 2018: $43,000Net Assets 2018: $1,954,2192018Assets 2019: $526,579Liabilities 2019: $109,000Net Assets 2019: $1,852,5612019Assets 2020: $521,403Liabilities 2020: $169,000Net Assets 2020: $1,794,0662020Assets 2021: $500,587Liabilities 2021: $231,000Net Assets 2021: $1,734,1602021Assets 2022: $547,982Liabilities 2022: $301,000Net Assets 2022: $246,9822022Assets 2023: $538,738Liabilities 2023: $361,000Net Assets 2023: $177,7382023Assets 2024: $1,004,410Liabilities 2024: $0Net Assets 2024: $1,004,4102024

Highlighted filing

2011

Assets$932,002
Liabilities$0
Net Assets$932,002

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $97,9892010Expenses 2011: $102,5132011Expenses 2012: $101,4612012Revenue 2013: $43,883Expenses 2013: $142,738Net Income 2013: -$98,8552013Revenue 2014: $42,081Expenses 2014: $145,953Net Income 2014: -$103,8722014Revenue 2015: $45,053Expenses 2015: $150,845Net Income 2015: -$105,7922015Revenue 2016: $44,516Expenses 2016: $146,457Net Income 2016: -$101,9412016Revenue 2017: $44,046Expenses 2017: $149,155Net Income 2017: -$105,1092017Revenue 2018: $42,860Expenses 2018: $144,231Net Income 2018: -$101,3712018Revenue 2019: $44,045Expenses 2019: $108,252Net Income 2019: -$64,2072019Revenue 2020: $42,183Expenses 2020: $104,959Net Income 2020: -$62,7762020Revenue 2021: $42,701Expenses 2021: $38,955Net Income 2021: $3,7462021Revenue 2022: $42,905Expenses 2022: $114,585Net Income 2022: -$71,6802022Revenue 2023: $43,792Expenses 2023: $115,295Net Income 2023: -$71,5032023Revenue 2024: $529,237Expenses 2024: $112,507Net Income 2024: $416,7302024

Highlighted filing

2011

Revenue-
Expenses$102,513
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD ROSETrusteePT$20,580-$20,580
KIM MORGANTreasurer-$0--
SUE ELLEN ROSESuccessor-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCATHOLIC COMMUNITY FOUNSCHOLARSHIPS-BELLEVILLE, IL, US$25,575
Paid GrantIAA FOUNDATIONSCHOLARSHIPS-BLOOMINGTON, IL, US$20,000
Paid GrantSALEM HOSPITAL FOUNDATISCHOLARSHIPS-SALEM, IL, US$10,000
Paid GrantKASKASKIA COLLEGESCHOLARSHIPS-CENTRALIA, IL, US$10,000
Paid GrantST FRANCIS OF ASSISISCHOLARSHIPS-AVISTON, IL, US$7,563
Paid GrantLITTLE EGYPT CORVETTESCHOLARSHIPS-CENTRALIA, IL, US$2,000
Paid GrantCARLYLE ROTARYSCHOLARSHIPS-CARLYLE, IL, US$500
Filing and Contact Details

Filer

EIN
33-6328096
Raw XML Appendix280 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue023458
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue124000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV022000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV119425
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CHESAPEAKE POTOMAC TEL CO MD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0373630
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0373630
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EDWARD JONES ACCT # 230-09002-1-0
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22004-04-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-02
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-11-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PROCTOR AND GAMBLE
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3LEHMAN BROS HOLDINGS NOTE
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted076060
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj076060
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IRS990PF/DistributableAmount/MinimumInvestmentReturn076361
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0301
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition14
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LEONARD ROSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KIM MORGAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SUE ELLEN ROSE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SUCCESSOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101630 N BROADWAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113127 BANNISTER RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123870 HESTER LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Salem
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Salem
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IRS990PF/QualifyingDistributions/QualifyingDistributions075638
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10LEONARD ROSE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06185485000
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Salem
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode062881
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount520000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CARLYLE ROTARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST FRANCIS OF ASSISI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12LITTLE EGYPT CORVETTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SALEM HOSPITAL FOUNDATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14KASKASKIA COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15IAA FOUNDATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11251 CLINTON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine128 ADRIENNE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4IL
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IRS990PF/UndistributedIncome/UndistributedIncomePriorYear075638
LandEtcSchedule2/LandEtc/AccumulatedDepreciation020325
LandEtcSchedule2/LandEtc/BookValue0455387
LandEtcSchedule2/LandEtc/BookValue145675
LandEtcSchedule2/LandEtc/CategoryOrItem0192.5 ACRES FARMLAND
LandEtcSchedule2/LandEtc/CategoryOrItem1FARMHOUSE
LandEtcSchedule2/LandEtc/CostOrOtherBasis0455387
LandEtcSchedule2/LandEtc/CostOrOtherBasis166000
LandEtcSchedule2/LandEtc/EOYFMV0943600
LandEtcSchedule2/LandEtc/EOYFMV156400
OtherExpensesSchedule/OtherExpenses/Description0FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1POSTAGE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks144
TaxesSchedule/Taxes/Amount0281
TaxesSchedule/Taxes/Amount12298
TaxesSchedule/Taxes/Amount2357
TaxesSchedule/Taxes/Category0TRUST TAXES
TaxesSchedule/Taxes/Category1PROPERTY TAX
TaxesSchedule/Taxes/Category2FOREIGN TAX
TaxesSchedule/Taxes/NetInvestmentIncome0357
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0336328096
ReturnHeader/Filer/Name/BusinessNameLine10DOROTHY RATERMAN CHARITABLE
ReturnHeader/Filer/NameControl0DORO
ReturnHeader/Filer/Phone06185485000
ReturnHeader/Filer/USAddress/AddressLine101630 N BROADWAY
ReturnHeader/Filer/USAddress/City0Salem
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062881
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0LEONARD ROSE
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Salem Tax Service
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10P O Box 640
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SALEM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode062881
ReturnHeader/Preparer/Name0Leonard Rose
ReturnHeader/Preparer/Phone06185485000
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-09T12:37:26-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.53$0.11$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.36$0.18$0.04$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.30$0.25$0.04$0.11$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.23$1.73$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.17$1.79$0.04$0.10$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.11$1.85$0.04$0.11$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.04$1.95$0.04$0.14$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$2.04$0.04$0.15$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$2.14$0.04$0.15$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$2.23$0.05$0.15$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$2.34$0.04$0.15$0.10
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.04$0.14$0.10
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10