Civic Intelligence

Owen G Duncan Charitable Remainder Unitrust

990PF • Fiscal year 2011 • EIN 39-6235682

Jan 01, 2011 to Dec 31, 2011 • Filed on May 22, 2012

Organization Profile
US Bank Na PO Box 790053707-7900
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

94th percentile

$4,461

Higher top officer pay than 94% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

45th percentile

-2.1%

Faster asset growth than 45% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$270,833

Down $5,887 (-2.1%) from 2010

Net Assets

Down

$270,833

Down $5,887 (-2.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$19,589

Up $1,921 (+11%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$400K$300K$200K$100K$0Assets 2010: $276,720Liabilities 2010: $0Net Assets 2010: $276,7202010Assets 2011: $270,833Liabilities 2011: $0Net Assets 2011: $270,8332011Assets 2012: $257,026Liabilities 2012: $12012Assets 2013: $243,149Liabilities 2013: $1Net Assets 2013: $243,1492013Assets 2014: $235,156Liabilities 2014: $1Net Assets 2014: $235,1562014Assets 2015: $226,343Liabilities 2015: $1Net Assets 2015: $226,3432015Assets 2016: $224,012Liabilities 2016: $0Net Assets 2016: $224,0122016Assets 2017: $227,540Liabilities 2017: $0Net Assets 2017: $227,5402017Assets 2018: $264,512Liabilities 2018: $0Net Assets 2018: $264,5122018Assets 2019: $291,569Liabilities 2019: $1Net Assets 2019: $291,5692019Assets 2020: $291,734Liabilities 2020: $1Net Assets 2020: $291,7342020Assets 2021: $323,797Liabilities 2021: $1Net Assets 2021: $323,7972021Assets 2022: $319,915Liabilities 2022: $1Net Assets 2022: $319,9152022Assets 2023: $310,414Liabilities 2023: $1Net Assets 2023: $310,4142023Assets 2024: $303,319Liabilities 2024: $0Net Assets 2024: $303,3192024

Highlighted filing

2011

Assets$270,833
Liabilities$0
Net Assets$270,833
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $17,6682010Expenses 2011: $19,5892011Revenue 2012: $7,401Expenses 2012: $21,208Net Income 2012: -$13,8072012Revenue 2013: $7,277Expenses 2013: $21,210Net Income 2013: -$13,9332013Revenue 2014: $15,128Expenses 2014: $23,044Net Income 2014: -$7,9162014Revenue 2015: $16,176Expenses 2015: $24,990Net Income 2015: -$8,8142015Revenue 2016: $22,321Expenses 2016: $24,856Net Income 2016: -$2,5352016Revenue 2017: $46,565Expenses 2017: $24,803Net Income 2017: $21,7622017Revenue 2018: $46,074Expenses 2018: $27,337Net Income 2018: $18,7372018Revenue 2019: $54,680Expenses 2019: $27,624Net Income 2019: $27,0562019Revenue 2020: $27,249Expenses 2020: $27,038Net Income 2020: $2112020Revenue 2021: $61,054Expenses 2021: $28,529Net Income 2021: $32,5252021Revenue 2022: $28,246Expenses 2022: $31,807Net Income 2022: -$3,5612022Revenue 2023: $18,555Expenses 2023: $27,837Net Income 2023: -$9,2822023Revenue 2024: $20,760Expenses 2024: $27,641Net Income 2024: -$6,8812024

Highlighted filing

2011

Revenue-
Expenses$19,589
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 22, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrusteeFT$4,461-$4,461
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTHLAND COLLEGESUPPORT OPERATIONSPUBLIC CHARITYASHLAND, WI, US$14,256
Filing and Contact Details

Filer

EIN
39-6235682
Raw XML Appendix329 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/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01196
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1014256
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted016644
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions015452
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY015448
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear014256
OtherIncreasesSchedule/OtherIncreases/Amount078
OtherIncreasesSchedule/OtherIncreases/Description0990-PF REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0750
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TAX PREPARATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0750
TaxesSchedule/Taxes/Amount0122
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0122
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396235682
ReturnHeader/Filer/Name/BusinessNameLine10O G DUNCAN CHARIT REM UNITRUST 000011594800
ReturnHeader/Filer/NameControl0DUNC
ReturnHeader/Filer/Phone07158396478
ReturnHeader/Filer/USAddress/AddressLine10US BANK NA PO BOX 7900
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537077900
ReturnHeader/Officer/DateSigned02012-05-22
ReturnHeader/Officer/Name0US BANK NA
ReturnHeader/Officer/Phone07158396478
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-22T07:20:40-06:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$270,833
Liabilities
$0
Net assets
$270,833
Revenue
-
Expenses
$19,589
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.21$0.28$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.19$0.28$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.28$0.32$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.61$0.29$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.27$0.27$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.55$0.28$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.46$0.27$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.47$0.25$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.22$0.25$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.16$0.25$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.15$0.23$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.07$0.21$0.14
2012Summary only. Only limited summary data is available for this year.$2.57$0.00$0.07$0.21$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.20
2010Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.18