Civic Intelligence

Al Hodes Charitable Tr

990PF • Fiscal year 2013 • EIN 39-6480058

Jul 01, 2012 to Jun 30, 2013 • Filed on Aug 05, 2013

Organization Profile
Bmo Harris Bank PO Box 2980Green Bay, WI 53201
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

37th percentile

-2.3%

Higher net margin than 37% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

77th percentile

$2,026

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

45th percentile

-0.5%

Faster asset growth than 45% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$292,379

Down $1,585 (-0.5%) from 2012

Net Assets

$292,379

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin37th percentile

Revenue

Up

$18,536

Up $4,682 (+34%) from 2012

Expenses

Up

$18,963

Up $4,288 (+29%) from 2012

Net Income

Up

-$427

Up $394 (+48%) from 2012

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 2011: $295,158Liabilities 2011: $0Net Assets 2011: $295,1582011Assets 2012: $293,964Liabilities 2012: $02012Assets 2013: $292,379Liabilities 2013: $1Net Assets 2013: $292,3792013Assets 2014: $309,225Liabilities 2014: $1Net Assets 2014: $309,2252014Assets 2015: $319,269Liabilities 2015: $12015Assets 2016: $357,513Liabilities 2016: $02016Assets 2020: $350,388Liabilities 2020: $1Net Assets 2020: $350,3882020Assets 2021: $359,880Liabilities 2021: $1Net Assets 2021: $359,8802021Assets 2022: $362,899Liabilities 2022: $1Net Assets 2022: $362,8992022Assets 2023: $356,188Liabilities 2023: $1Net Assets 2023: $356,1882023Assets 2024: $347,835Liabilities 2024: $12024Assets 2025: $355,099Liabilities 2025: $0Net Assets 2025: $355,0992025

Highlighted filing

2013

Assets$292,379
Liabilities$1
Net Assets$292,379
Open 2013 Filing

Operations Trend

Revenue Growth81st percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2011: $18,4182011Revenue 2012: $13,854Expenses 2012: $14,675Net Income 2012: -$8212012Revenue 2013: $18,536Expenses 2013: $18,963Net Income 2013: -$4272013Revenue 2014: $38,805Expenses 2014: $22,177Net Income 2014: $16,6282014Revenue 2015: $29,648Expenses 2015: $20,862Net Income 2015: $8,7862015Revenue 2016: $63,483Expenses 2016: $24,789Net Income 2016: $38,6942016Revenue 2020: $20,366Expenses 2020: $23,365Net Income 2020: -$2,9992020Revenue 2021: $34,911Expenses 2021: $25,459Net Income 2021: $9,4522021Revenue 2022: $33,506Expenses 2022: $30,425Net Income 2022: $3,0812022Revenue 2023: $19,196Expenses 2023: $25,699Net Income 2023: -$6,5032023Revenue 2024: $16,934Expenses 2024: $24,799Net Income 2024: -$7,8652024Revenue 2025: $33,544Expenses 2025: $26,226Net Income 2025: $7,3182025

Highlighted filing

2013

Revenue$18,536
Expenses$18,963
Net Income-$427
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Aug 5, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$2,026-$2,026
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTH CENTRAL TECHNICAL COLLEGESCHOLARSHIPSPUBLICCHARITYWAUSAU, WI, US$16,500
Filing and Contact Details

Filer

EIN
39-6480058
Raw XML Appendix350 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond21166.852 FIDELITY ADVISOR FLOATING RATE
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV132963
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01169.105 ALLIANZGI NFJ DIVIDEND VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1423.949 BMO SMALL-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21097.449 BMO VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3703.431 BMO MID-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41276.651 BMO LARGE-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51366.861 BMO LARGE-CAP GROWTH FUND #926
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6506.332 DAVIS NEW YORK VENTURE FUND CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7406.578 DODGE & COX INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8170.310 GOLDMAN SACHS SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9226.612 HARBOR INTERNATIONAL FUND INST #2011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10345.912 HARBOR CAPITAL APPRECIATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11435.850 SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12249.041 VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13141.843 WELLS FARGO ADVANTAGE FUND
IRS990PF/AddressChange0X
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount016500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NORTH CENTRAL TECHNICAL COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLICCHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101000 CAMPUS DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WAUSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode054401
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear016500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear1016237
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017964
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0263
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0263
IRS990PF/UndistributedIncome/QualifyingDistributions016500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0263
IRS990PF/UndistributedIncome/UndistributedIncomeCY017701
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear016237
OtherDecreasesSchedule/OtherDecreases/Amount01158
OtherDecreasesSchedule/OtherDecreases/Description0ACCURAL ADJUSTMENT
TaxesSchedule/Taxes/Amount099
TaxesSchedule/Taxes/Amount194
TaxesSchedule/Taxes/Amount2244
TaxesSchedule/Taxes/Category0FORIEGN TAXES
TaxesSchedule/Taxes/Category1FEDERAL TAXES PAID
TaxesSchedule/Taxes/Category2FEDERAL ESTIMATE TAX
TaxesSchedule/Taxes/NetInvestmentIncome099
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0396480058
ReturnHeader/Filer/Name/BusinessNameLine10AL HODES CHARITABLE TR
ReturnHeader/Filer/NameControl0ALHO
ReturnHeader/Filer/Phone04142877142
ReturnHeader/Filer/USAddress/AddressLine10BMO HARRIS BANK PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02013-08-05
ReturnHeader/Officer/Name0LAURA VOGEL
ReturnHeader/Officer/Phone04142877142
ReturnHeader/Officer/Title0ASSITANT VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-08-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BMO HARRIS BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10111 E KILBOURN AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053202
ReturnHeader/Preparer/Name0LAURA VOGEL CPA
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-08T06:43:03-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$292,379
Liabilities
$1
Net assets
$292,379
Revenue
$18,536
Expenses
$18,963
Net income
-$427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$0.34$0.26$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$0.17$0.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.19$0.26$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.34$0.30$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.35$0.25$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.20$0.23$0.03
2016Summary only. Only limited summary data is available for this year.$3.58$0.00$0.63$0.25$0.39
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$0.30$0.21$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.39$0.22$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.19$0.19$0.00
2012Summary only. Only limited summary data is available for this year.$2.94$0.00$0.14$0.15$0.01
2011Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits