Civic Intelligence

Herbert L Rahm Charitable Trust

990PF • Fiscal year 2022 • EIN 39-6351783

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 28, 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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-240%

Higher net margin than 5% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$3,747

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 82.2% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

36th percentile

-6.3%

Faster asset growth than 36% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-81%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$161,426

Down $10,916 (-6.3%) from 2021

Net Assets

Down

$161,426

Down $10,916 (-6.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$4,558

Down $19,173 (-81%) from 2021

Expenses

Up

$15,478

Up $205 (+1.3%) from 2021

Net Income

Down

-$10,920

Down $19,378 (-229%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2022

Assets$161,426
Liabilities$0
Net Assets$161,426
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

2022

Revenue$4,558
Expenses$15,478
Net Income-$10,920
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,747-$3,747
Filing and Contact Details

Filer

Filer Name
Herbert L Rahm Charitable Trust
EIN
39-6351783
Phone
9203275610
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Associated Trust Company Na
Title
Trustee
Phone
9203275610
Signed
2023-08-28
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 Appendix269 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING OF INCOME
TaxesSchedule/TaxesDetail/Amt037
TaxesSchedule/TaxesDetail/Amt15
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PhoneNum09203275610
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT L RAHM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RAHM
ReturnHeader/Filer/EIN0396351783
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ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02023-08-29T09:00:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,426
Liabilities
$0
Net assets
$161,426
Revenue
$4,558
Expenses
$15,478
Net income
-$10,920
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