Civic Intelligence

Dorothy Ratermann Charitable Remainder Unitrust 04182001

990PF • Fiscal year 2017 • EIN 33-6328096

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

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

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

2nd percentile

-239%

Higher net margin than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

67th percentile

$31,617

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 71.8% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

16th percentile

-7.7%

Faster asset growth than 16% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-1.1%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$612,770

Down $51,107 (-7.7%) from 2016

Net Assets

Down

$2,037,327

Down $106,664 (-5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Down

$44,046

Down $470 (-1.1%) from 2016

Expenses

Up

$149,155

Up $2,698 (+1.8%) from 2016

Net Income

Down

-$105,109

Down $3,168 (-3.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2017

Assets$612,770
Liabilities$0
Net Assets$2,037,327
Open 2017 Filing

Operations Trend

Revenue Growth37th percentile

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

2017

Revenue$44,046
Expenses$149,155
Net Income-$105,109
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD ROSETrusteePT$31,617-$31,617
KIM MORGANTreasurer-$0--
SUE ELLEN ROSESuccessor-$0--
Filing and Contact Details

Filer

Filer Name
Dorothy Raterman Charitable
EIN
33-6328096
Phone
6185485000
Address
PO BOX 640, Salem, IL 62881

Signing Officer

Name
Leonard Rose
Title
Trustee
Signed
2018-05-03

Preparer

Firm
Salem Tax Service LLC
Address
PO Box 640, Salem, IL 62881
Preparer
Leonard Rose
Phone
6185485000
Raw XML Appendix326 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/CostOrOtherBasisAmt0312
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt989184
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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/PropertyDesc0FUNDAMENTAL INVESTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13M CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ALPHABET INC CLASS C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ALPHABET INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FRANKLIN SMALL CAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FUNDAMENTAL INVESTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GROWTH FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73M CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8EDWARD JONES CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SEE ATTACHED WORKSHEET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-09-28
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-17
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0103623
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01889
IRS990PF/DistributableAmountGrp/TotalTaxAmt01889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01889
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02143991
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02037327
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024944
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt026144
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0136033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt070239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt070239
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt028800
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0521387
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0494987
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0492587
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02037327
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02143991
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt031617
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 RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23870 HESTER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Salem
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt340000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST FRANCIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1251 CLINTON ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt427210 COLLEGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51701 TOWANDA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARLYLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AVISTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BREESE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CENTRALIA
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101734
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0109236
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LandEtcSchedule2/LandEtcGrp/BookValueAmt0455387
LandEtcSchedule2/LandEtcGrp/BookValueAmt137200
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0192.5 ACRES FARMLAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1FARMHOUSE
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0455387
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt166000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01863000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt153000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt249
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31213
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt440
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt249
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt440
TaxesSchedule/TaxesDetail/Amt0592
TaxesSchedule/TaxesDetail/Amt13962
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FARMLAND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0592
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13962
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY RATERMAN CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0336328096
ReturnHeader/Filer/PhoneNum06185485000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 640
ReturnHeader/Filer/USAddress/CityNm0Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062881
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C4FCAEDB80711C2F1ADD583900BD87ADAC69C94
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C4FCAEDB80711C2F1ADD583900BD87ADAC69C94
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.35.216.21
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/PreparationDt02018-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard Rose
ReturnHeader/ReturnTs02018-05-09T09:11:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$612,770
Liabilities
$0
Net assets
$2,037,327
Revenue
$44,046
Expenses
$149,155
Net income
-$105,109
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
2017Detailed filing. Detailed filing data is available for this year.$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