Civic Intelligence

J B Cliver Charitable Trust

990PF • Fiscal year 2014 • EIN 36-6943236

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2014

Organization Profile
4914 Beacon Hill RoadSuiteMinnetonka, MN 55345

(952) 935-8073

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2014 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

0.00x

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

2014 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2014

Net Margin

44th percentile

4.7%

Higher net margin than 44% of similar nonprofits.

2014 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2014

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2014 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

3.7%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets85th percentile

Assets

$870,555

No earlier filing loaded for comparison.

Net Assets

$870,555

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin44th percentile

Revenue

$113,427

No earlier filing loaded for comparison.

Expenses

$108,124

No earlier filing loaded for comparison.

Net Income

$5,303

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.0M$500K$0Assets 2014: $870,555Liabilities 2014: $0Net Assets 2014: $870,5552014Assets 2019: $944,007Liabilities 2019: $0Net Assets 2019: $944,0072019Assets 2020: $855,704Liabilities 2020: $0Net Assets 2020: $855,7042020Assets 2021: $901,862Liabilities 2021: $0Net Assets 2021: $901,8622021Assets 2022: $896,124Liabilities 2022: $0Net Assets 2022: $896,1242022

Highlighted filing

2014

Assets$870,555
Liabilities$0
Net Assets$870,555
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$100K$0-$100KRevenue 2014: $113,427Expenses 2014: $108,124Net Income 2014: $5,3032014Revenue 2019: $56,648Expenses 2019: $57,353Net Income 2019: -$7052019Revenue 2020: -$8,114Expenses 2020: $80,034Net Income 2020: -$88,1482020Revenue 2021: $127,227Expenses 2021: $80,665Net Income 2021: $46,5622021Revenue 2022: $67,528Expenses 2022: $72,662Net Income 2022: -$5,1342022

Highlighted filing

2014

Revenue$113,427
Expenses$108,124
Net Income$5,303
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2014
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL HANK HOFFMANNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
J B Cliver Charitable Trust
EIN
36-6943236
In Care Of
% CAROL H HOFFMANN
Phone
9529358073
Address
4914 BEACON HILL ROAD, Suite, MINNETONKA, MN 55345

Signing Officer

Name
Carol H Hoffmann
Title
Trustee
Phone
9529358073
Signed
2014-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Daniel M Hess
Phone
9529358073
Raw XML Appendix307 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/StockNm0SEE ATTACHED SCHEDULE.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIRST MIDWEST BANK - SEE ATTACHED STMT.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIRST MIDWEST BANK - SEE ATTACHED STMT.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0935
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052707
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048383
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045289
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045289
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0233920
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt047308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047681
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt044985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045563
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100015
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047308
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0279209
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0231901
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0160
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOND PREMIUM AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc02010 TAX OVERPAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SHAREHOLDER REBATES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06605
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06605
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt1229
TaxesSchedule/TaxesDetail/Amt21200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12013 TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt22014 ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt075
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL H HOFFMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09529358073
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J B CLIVER CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CAROL H HOFFMANN
ReturnHeader/Filer/BusinessNameControlTxt0JB
ReturnHeader/Filer/EIN0366943236
ReturnHeader/Filer/InCareOfNm0% CAROL H HOFFMANN
ReturnHeader/Filer/PhoneNum09529358073
ReturnHeader/Filer/USAddress/AddressLine1Txt04914 BEACON HILL ROAD
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0MINNETONKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum09529358073
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL M HESS
ReturnHeader/ReturnTs02015-05-14T10:22:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$870,555
Liabilities
$0
Net assets
$870,555
Revenue
$113,427
Expenses
$108,124
Net income
$5,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.96$0.00$8.96$0.68$0.73$0.05
2021Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$1.27$0.81$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.56$0.00$8.56$0.08$0.80$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.44$0.00$9.44$0.57$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$1.13$1.08$0.05
Peer Organizations

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