Civic Intelligence

Gust K Newberg Charitable Trust

990 • Fiscal year 2014 • EIN 36-6919591

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 31, 2015

Organization ProfileN/A
1730 Park StreetRoom/Suite 206Naperville, IL 60563

(630) 416-7700

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.13x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$18,246

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-4.0%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$8,585,216

Up $273,545 (+3.3%) from 2013

Net Assets

Up

$8,496,761

Up $259,266 (+3.1%) from 2013

Liabilities

Up

$88,455

Up $14,279 (+19%) from 2013

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin88th percentile

Revenue

Down

$657,029

Down $27,311 (-4.0%) from 2013

Expenses

Up

$397,763

Up $23,854 (+6.4%) from 2013

Net Income

Down

$259,266

Down $51,165 (-16%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$30M$20M$10M$0Assets 2013: $8,311,671Liabilities 2013: $74,176Net Assets 2013: $8,237,4952013Assets 2014: $8,585,216Liabilities 2014: $88,455Net Assets 2014: $8,496,7612014Assets 2015: $8,966,810Liabilities 2015: $70,831Net Assets 2015: $8,895,9792015Assets 2016: $9,316,905Liabilities 2016: $69,490Net Assets 2016: $9,247,4152016Assets 2017: $17,365,533Liabilities 2017: $65,211Net Assets 2017: $17,300,3222017Assets 2018: $16,443,504Liabilities 2018: $53,059Net Assets 2018: $16,390,4452018Assets 2019: $20,747,490Liabilities 2019: $66,686Net Assets 2019: $20,680,8042019Assets 2020: $22,598,509Liabilities 2020: $70,014Net Assets 2020: $22,528,4952020Assets 2021: $26,626,455Liabilities 2021: $96,126Net Assets 2021: $26,530,3292021Assets 2022: $24,657,029Liabilities 2022: $112,371Net Assets 2022: $24,544,6582022Assets 2023: $26,306,325Liabilities 2023: $118,653Net Assets 2023: $26,187,6722023Assets 2024: $27,874,905Liabilities 2024: $122,426Net Assets 2024: $27,752,4792024

Highlighted filing

2014

Assets$8,585,216
Liabilities$88,455
Net Assets$8,496,761
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2013: $684,340Expenses 2013: $373,909Net Income 2013: $310,4312013Revenue 2014: $657,029Expenses 2014: $397,763Net Income 2014: $259,2662014Revenue 2015: $814,675Expenses 2015: $415,457Net Income 2015: $399,2182015Revenue 2016: $758,829Expenses 2016: $407,393Net Income 2016: $351,4362016Revenue 2017: $834,547Expenses 2017: $402,746Net Income 2017: $431,8012017Revenue 2018: $692,299Expenses 2018: $424,074Net Income 2018: $268,2252018Revenue 2019: $853,842Expenses 2019: $464,781Net Income 2019: $389,0612019Revenue 2020: $1,190,117Expenses 2020: $476,987Net Income 2020: $713,1302020Revenue 2021: $1,030,970Expenses 2021: $554,693Net Income 2021: $476,2772021Revenue 2022: $2,979,060Expenses 2022: $585,578Net Income 2022: $2,393,4822022Revenue 2023: $1,484,692Expenses 2023: $700,326Net Income 2023: $784,3662023Revenue 2024: $2,225,867Expenses 2024: $752,858Net Income 2024: $1,473,0092024

Highlighted filing

2014

Revenue$657,029
Expenses$397,763
Net Income$259,266
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 31, 2015
Return Version
2014v5.0
Gross Receipts
$1,832,796
Mission and Program Overview

Mission

To invest and reinvest trust assets and distribute income to the trust's beneficiaries listed on schedule i

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,237,495$8,496,761▲ $259,266
Investments in Publicly Traded Securities$7,966,028$8,465,827▲ $499,799
Savings and Temporary Cash Investments$345,642$119,389▼ $226,253
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$8,311,671$8,585,216▲ $273,545
Liabilities
Grants Payable$74,176$88,455▲ $14,279
Total Liabilities$74,176$88,455▲ $14,279
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,237,495$8,496,761▲ $259,266
Total Liabilities and Net Assets / Fund Balance$8,311,671$8,585,216▲ $273,545
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alexander J KuhnTrusteePT$18,246$18,246
Michael WhiteTrusteePT$18,246$18,246
Pierre La BouveTrusteePT$18,246$18,246
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$657,029
Other Revenue
$0
Change in Net Assets
$259,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$266,195
Other Expenses$76,831
Salaries, Compensation, and Employee Benefits$54,737
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$266,195--$266,195
Other Salaries and Wages-$54,737-$54,737
Fees for Service Investment Mgmnt Fees-$41,226-$41,226
Fees for Services Accounting-$35,590-$35,590
Fees for Services Other-$15-$15
Total Functional Expenses$266,195$131,568$0$397,763
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northwestern UniversityEvanston, IL--$106,479
Dickinson County Healthcare SystemsIron Mountain, MI--$39,929
Dickinson County Road CommissionIron Mountain, MI--$39,929
Jackson Memorial FoundationMiami, FL--$39,929
The Mosaic FoundationOmaha, NE--$39,929
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by trustees individually.”

Form 990, Page 6, Part VI, Line 19

“The financial & other information is available at the trust office, 1730 park street, suite 206, naperville, il 60563, by appointment 630-416-7700”

Filing and Contact Details

Filer

Filer Name
Gust K Newberg Charitable Trust
EIN
36-6919591
Phone
6304167700
Address
1730 PARK STREET, ROOM/SUITE 206, NAPERVILLE, IL 60563

Signing Officer

Name
Alexander J Kuhn
Title
Trustee
Phone
6304167700
Signed
2015-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexander J Kuhn
Formed
1988
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Kuhn & Company
Address
1730 PARK ST STE 206, NAPERVILLE, IL 60563-1282
Preparer
Stephen a Kuhn
Phone
6304167700
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“See schedule 1 attached for all grants to documented named beneficiaries”

Raw XML AppendixShowing 400 of 416 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt439930
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2THE MOSAIC FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3NORTHWESTERN UNIVERSITY
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt3NORTHWESTERN UNIVERSITY
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34980 S 118TH ST
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1MIAMI
IRS990ScheduleI/RecipientTable/USAddress/CityNm2IRON MOUNTAIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm3OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4IRON MOUNTAIN
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CONTINUE TO MONITOR THEIR TAX EXEMPT STATUS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCHEDULE 1 ATTACHED FOR ALL GRANTS TO DOCUMENTED NAMED BENEFICIARIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY TRUSTEES INDIVIDUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL & OTHER INFORMATION IS AVAILABLE AT THE TRUST OFFICE, 1730 PARK STREET, SUITE 206, NAPERVILLE, IL 60563, BY APPOINTMENT 630-416-7700
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/Filer/USAddress/CityNm0NAPERVILLE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,585,216
Liabilities
$88,455
Net assets
$8,496,761
Revenue
$657,029
Expenses
$397,763
Net income
$259,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$0.12$27.8$2.23$0.75$1.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$0.12$26.2$1.48$0.70$0.78
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.11$24.5$2.98$0.59$2.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$0.10$26.5$1.03$0.55$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.07$22.5$1.19$0.48$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$0.07$20.7$0.85$0.46$0.39
2018Detailed filing. Detailed filing data is available for this year.$16.4$0.05$16.4$0.69$0.42$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.07$17.3$0.83$0.40$0.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.07$9.25$0.76$0.41$0.35
2015Detailed filing. Detailed filing data is available for this year.$8.97$0.07$8.90$0.81$0.42$0.40
2014Detailed filing. Detailed filing data is available for this year.$8.59$0.09$8.50$0.66$0.40$0.26
2013Detailed filing. Detailed filing data is available for this year.$8.31$0.07$8.24$0.68$0.37$0.31