Civic Intelligence

Gust K Newberg Charitable Trust

990 • Fiscal year 2016 • EIN 36-6919591

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 13, 2017

Organization ProfileN/A
1730 Park Street Ste 206Naperville, IL 60563

(630) 416-7700

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.09x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$19,273

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

59th percentile

3.9%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-6.9%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$9,316,905

Up $350,095 (+3.9%) from 2015

Net Assets

Up

$9,247,415

Up $351,436 (+4.0%) from 2015

Liabilities

Down

$69,490

Down $1,341 (-1.9%) from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin91st percentile

Revenue

Down

$758,829

Down $55,846 (-6.9%) from 2015

Expenses

Down

$407,393

Down $8,064 (-1.9%) from 2015

Net Income

Down

$351,436

Down $47,782 (-12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2016

Assets$9,316,905
Liabilities$69,490
Net Assets$9,247,415
Open 2016 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

2016

Revenue$758,829
Expenses$407,393
Net Income$351,436
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 13, 2017
Return Version
2016v3.0
Gross Receipts
$1,956,017
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$8,895,979$9,247,415▲ $351,436
Investments in Publicly Traded Securities$8,084,853$8,106,466▲ $21,613
Savings and Temporary Cash Investments$881,957$1,210,441▲ $328,484
Cash and Non-Interest-Bearing Accounts-$-2-
Total Assets$8,966,810$9,316,905▲ $350,095
Liabilities
Grants Payable$70,831$69,490▼ $1,341
Total Liabilities$70,831$69,490▼ $1,341
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,895,979$9,247,415▲ $351,436
Total Liabilities and Net Assets / Fund Balance$8,966,810$9,316,905▲ $350,095
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alexander J KuhnTrusteePT$19,273$19,273
Michael WhiteTrusteePT$19,272$19,272
Pierre La BouveTrusteePT$19,272$19,272
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$758,829
Other Revenue
$0
Change in Net Assets
$351,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$284,719
Other Expenses$64,857
Salaries, Compensation, and Employee Benefits$57,817
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$284,719--$284,719
Other Salaries and Wages-$57,817-$57,817
Fees for Service Investment Mgmnt Fees-$44,182-$44,182
Fees for Services Accounting-$19,284-$19,284
Fees for Services Other-$1,391-$1,391
Total Functional Expenses$284,719$122,674$0$407,393
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northwestern UniversityEvanston, IL--$113,887
Dickinson County Healthcare SystemsIron Mountain, MI--$42,708
Dickinson County Road CommissionIron Mountain, MI--$42,708
Jackson Memorial FoundationMiami, FL--$42,708
The Mosaic FoundationOmaha, NE--$42,708
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 and the beneficiaries are given quarterly financial statements along with notification that form 990 is available for theirx review.”

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 STE 206, NAPERVILLE, IL 60563
Doing Business As
Alexander J Kuhn Michael White &

Signing Officer

Name
Alexander J Kuhn
Title
Trustee
Phone
6304167700
Signed
2017-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexander J Kuhn
Formed
1988
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
0
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 1, Item C

“Pierre la bouve, co trustees”

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

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

Raw XML AppendixShowing 400 of 406 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,316,905
Liabilities
$69,490
Net assets
$9,247,415
Revenue
$758,829
Expenses
$407,393
Net income
$351,436
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
2016Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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