Civic Intelligence

Herbert L Rahm Charitable Trust

990PF • Fiscal year 2020 • EIN 39-6351783

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 13, 2023

Organization Profile
PO Box 12800Green Bay, WI 54307-2800

(920) 327-5610

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-46%

Higher net margin than 16% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$3,754

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 37.9% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$164,296

No earlier filing loaded for comparison.

Net Assets

$164,296

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin16th percentile

Revenue

$9,903

No earlier filing loaded for comparison.

Expenses

$14,480

No earlier filing loaded for comparison.

Net Income

-$4,577

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2020: $164,296Liabilities 2020: $0Net Assets 2020: $164,2962020Assets 2021: $172,342Liabilities 2021: $0Net Assets 2021: $172,3422021Assets 2022: $161,426Liabilities 2022: $0Net Assets 2022: $161,4262022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$164,296
Liabilities$0
Net Assets$164,296
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2020: $9,903Expenses 2020: $14,480Net Income 2020: -$4,5772020Revenue 2021: $23,731Expenses 2021: $15,273Net Income 2021: $8,4582021Revenue 2022: $4,558Expenses 2022: $15,478Net Income 2022: -$10,9202022Revenue 2023: $33,530Expenses 2023: $191,548Net Income 2023: -$158,0182023

Highlighted filing

2020

Revenue$9,903
Expenses$14,480
Net Income-$4,577
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 13, 2023
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Associated Trust Company NATrustee-$3,754-$3,754
Filing and Contact Details

Filer

Filer Name
Herbert L Rahm Charitable Trust
EIN
39-6351783
In Care Of
% ASSOCIATED TRUST COMPANY NA
Phone
9203275610
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Associated Trust Company Na
Title
Trustee
Phone
9203275610
Signed
2023-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Sandra Murphy
Phone
3128792000
Raw XML Appendix227 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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TaxesSchedule/TaxesDetail/Amt016
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-13
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ReturnHeader/ReturnTs02023-08-13T16:34:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ASSOCIATED TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY NA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,296
Liabilities
$0
Net assets
$164,296
Revenue
$9,903
Expenses
$14,480
Net income
-$4,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.34$1.92$1.58
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.05$0.15$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.24$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.14$0.05