Civic Intelligence

Kloppe Charitable Trust

990 • Fiscal year 2023 • EIN 37-6254340

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 03, 2024

Organization ProfileN/A
702 W Illinois Street PO Box 19New Berlin, IL 62670

(217) 488-6091

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.52x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$10,044

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 34.3% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

38%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$785,850

Up $3,963 (+0.5%) from 2022

Net Assets

Up

$770,536

Up $2,994 (+0.4%) from 2022

Liabilities

Up

$15,314

Up $969 (+6.8%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin61st percentile

Revenue

Up

$29,288

Up $8,002 (+38%) from 2022

Expenses

Up

$26,294

Up $866 (+3.4%) from 2022

Net Income

Up

$2,994

Up $7,136 (+172%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.0M$500K$0Assets 2011: $849,241Liabilities 2011: $21,229Net Assets 2011: $828,0122011Assets 2012: $767,760Liabilities 2012: $19,266Net Assets 2012: $748,4942012Assets 2013: $761,686Liabilities 2013: $8,788Net Assets 2013: $752,8982013Assets 2014: $777,988Liabilities 2014: $16,281Net Assets 2014: $761,7072014Assets 2015: $779,465Liabilities 2015: $13,286Net Assets 2015: $766,1792015Assets 2016: $780,808Liabilities 2016: $0Net Assets 2016: $780,8082016Assets 2017: $787,298Liabilities 2017: $12,874Net Assets 2017: $774,4242017Assets 2018: $803,779Liabilities 2018: $12,506Net Assets 2018: $791,2732018Assets 2019: $810,426Liabilities 2019: $15,193Net Assets 2019: $795,2332019Assets 2020: $782,323Liabilities 2020: $15,043Net Assets 2020: $767,2802020Assets 2021: $786,727Liabilities 2021: $15,043Net Assets 2021: $771,6842021Assets 2022: $781,887Liabilities 2022: $14,345Net Assets 2022: $767,5422022Assets 2023: $785,850Liabilities 2023: $15,314Net Assets 2023: $770,5362023

Highlighted filing

2023

Assets$785,850
Liabilities$15,314
Net Assets$770,536
Open 2023 Filing

Operations Trend

Revenue Growth76th percentile

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

$50K$0-$50K-$100KRevenue 2011: $30,803Expenses 2011: $30,803Net Income 2011: $02011Revenue 2012: -$50,653Expenses 2012: $28,651Net Income 2012: -$79,3042012Revenue 2013: $26,455Expenses 2013: $22,050Net Income 2013: $4,4052013Revenue 2014: $35,328Expenses 2014: $26,520Net Income 2014: $8,8082014Revenue 2015: $27,151Expenses 2015: $22,678Net Income 2015: $4,4732015Revenue 2016: $25,859Expenses 2016: $21,201Net Income 2016: $4,6582016Revenue 2017: $31,812Expenses 2017: $28,226Net Income 2017: $3,5862017Revenue 2018: $39,835Expenses 2018: $22,938Net Income 2018: $16,8972018Revenue 2019: $29,780Expenses 2019: $25,820Net Income 2019: $3,9602019Revenue 2020: -$2,235Expenses 2020: $25,718Net Income 2020: -$27,9532020Revenue 2021: $30,509Expenses 2021: $26,105Net Income 2021: $4,4042021Revenue 2022: $21,286Expenses 2022: $25,428Net Income 2022: -$4,1422022Revenue 2023: $29,288Expenses 2023: $26,294Net Income 2023: $2,9942023

Highlighted filing

2023

Revenue$29,288
Expenses$26,294
Net Income$2,994
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 3, 2024
Return Version
2023v5.0
Gross Receipts
$134,291
Mission and Program Overview

Mission

Education, assistance to the poor, and promulgation of Christian doctrine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$767,542$770,536▲ $2,994
Savings and Temporary Cash Investments$410,926$416,369▲ $5,443
Investments in Publicly Traded Securities$370,961$369,479▼ $1,482
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$781,887$785,850▲ $3,963
Other Assets Total-$2-
Liabilities
Grants Payable$14,345$15,314▲ $969
Total Liabilities$14,345$15,314▲ $969
Net Assets / Fund Balance
Total Net Assets Fund Balance$767,542$770,536▲ $2,994
Total Liabilities and Net Assets / Fund Balance$781,887$785,850▲ $3,963
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Warren-Boynton State BankTrustee$10,044$10,044
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$29,288
Other Revenue
$0
Change in Net Assets
$2,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,314
Salaries, Compensation, and Employee Benefits$10,044
Other Expenses$936
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,314--$15,314
Current Officers, Directors, Trustees, and Key Employees$10,044--$10,044
Fees for Services Accounting$875--$875
Other Expenses$15--$15
Fees for Services Management$11--$11
Total Functional Expenses$26,294$0$0$26,294
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Church-Missouri SynoSt Louis, MO-See Form 990, Part III, 4 (a)$15,314
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Part VI, Section B, Line 11B

“A complete copy of Form 990 is provided to the trustee to review for completeness and accuracy prior to filing.”

Form 990, Part VI, Section C, Line 18

“Copies of trust documents are available to the trust beneficiary upon request and financial statements are provided annually. Any written request form the public is reviewed and provided as deemed necessary.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Kloppe Charitable Trust
EIN
37-6254340
Phone
2174886091
Address
702 W Illinois Street PO Box 19, New Berlin, IL 62670

Signing Officer

Name
William M Pfeffer
Title
Trustee
Signed
2024-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Warren-Boynton State Bank
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pehlman & Dold PC
Address
100 North Amos Avenue, Springfield, IL 62702
Preparer
Robin L Malloy
Phone
2177870563
Raw XML AppendixShowing 400 of 430 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/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A close and continuous working relationship is maintained with the supporting organization, as the supported organization is the named beneficiary under the trust and it is the trustee's duty to act in the benefit of that beneficiary and to do all that is required to prudently accomplish the objectives of the trust.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trustee is under a fiduciary duty to invest funds prudently and is accountable to the supported organization, which is the trust's named beneficiary, for failure to act. By virtue of the working relationship between the trustee and the representatives of the supported organization, the trustee is responsive to the charity's needs and concerns, and attempts to make investments and decisions that are conducive to the requirements of the charity. In addition, the charity has the authority to specifically allocate the funds the trustee distributes for its specific functions and activities in light of the broader stated charitable purpose set for in the trust. As such, the organization has direction of the trust's income.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The supported organization is the sole beneficiary under the trust and receives annual distributions of 100% of the trust's net income. In addition, reference Part IV D, 2 and Part IV D, 3 explanations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Section D, Line 8: Distributions To Attentive Supported Organizations
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0436034481
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Lutheran Church-Missouri Synid
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt015314
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0See Form 990, Part III, 4 (a)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Lutheran Church-Missouri Syno
IRS990ScheduleI/RecipientTable/RecipientEIN0436034481
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01333 Kirkwood Drive
IRS990ScheduleI/RecipientTable/USAddress/CityNm0St Louis
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd063122
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A complete copy of Form 990 is provided to the trustee to review for completeness and accuracy prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copies of trust documents are available to the trust beneficiary upon request and financial statements are provided annually. Any written request form the public is reviewed and provided as deemed necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Lutheran Church-Missouri Synod
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0436034481
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0See Form 990, Part III, 4(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01333 Kirkwood Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0St Louis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063122
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0781887
IRS990/TotalAssetsEOYAmt0785850
IRS990/TotalAssetsGrp/BOYAmt0781887
IRS990/TotalAssetsGrp/EOYAmt0785850
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026294
IRS990/TotalFunctionalExpensesGrp/TotalAmt026294
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014345
IRS990/TotalLiabilitiesEOYAmt015314
IRS990/TotalLiabilitiesGrp/BOYAmt014345
IRS990/TotalLiabilitiesGrp/EOYAmt015314
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0767542
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0770536
IRS990/TotalProgramServiceExpensesAmt026294
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt010044
IRS990/TotalRevenueGrp/ExclusionAmt029288
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029288
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0781887
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0785850
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0702 W Illinois Street PO Box 19
IRS990/USAddress/CityNm0New Berlin
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062670
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$785,850
Liabilities
$15,314
Net assets
$770,536
Revenue
$29,288
Expenses
$26,294
Net income
$2,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$7.86$0.15$7.71$0.29$0.26$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.82$0.14$7.68$0.21$0.25$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.15$7.72$0.31$0.26$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.82$0.15$7.67$0.02$0.26$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$0.15$7.95$0.30$0.26$0.04
2018Summary only. Only limited summary data is available for this year.$8.04$0.13$7.91$0.40$0.23$0.17
2017Summary only. Only limited summary data is available for this year.$7.87$0.13$7.74$0.32$0.28$0.04
2016Summary only. Only limited summary data is available for this year.$7.81$0.00$7.81$0.26$0.21$0.05
2015Summary only. Only limited summary data is available for this year.$7.79$0.13$7.66$0.27$0.23$0.04
2014Summary only. Only limited summary data is available for this year.$7.78$0.16$7.62$0.35$0.27$0.09
2013Summary only. Only limited summary data is available for this year.$7.62$0.09$7.53$0.26$0.22$0.04
2012Summary only. Only limited summary data is available for this year.$7.68$0.19$7.48$0.51$0.29$0.79
2011Summary only. Only limited summary data is available for this year.$8.49$0.21$8.28$0.31$0.31$0.00