Civic Intelligence

Al Hodes Charitable Tr

990PF • Fiscal year 2014 • EIN 39-6480058

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 08, 2014

Bmo Harris Bank PO Box 2980Green Bay, WI 53201

(414) 287-7142

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$2,091

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

61st percentile

5.8%

Faster asset growth than 61% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

109%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$309,225

Up $16,846 (+5.8%) from 2013

Net Assets

Up

$309,225

Up $16,846 (+5.8%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue

Up

$38,805

Up $20,269 (+109%) from 2013

Expenses

Up

$22,177

Up $3,214 (+17%) from 2013

Net Income

Up

$16,628

Up $17,055 (+3994%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$309,225
Liabilities$1
Net Assets$309,225

Operations Trend

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

2014

Revenue$38,805
Expenses$22,177
Net Income$16,628
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 8, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$2,091-$2,091
Filing and Contact Details

Filer

EIN
39-6480058
Phone
4142877142

Signing Officer

Name
Laura Vogel
Title
Assitant Vice President
Phone
4142877142
Signed
2014-09-08

Preparer

Preparer
Laura Vogel CPA
Phone
4142877134
Raw XML Appendix369 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11394.959 BMO LARGE-CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21464.636 BBMO LARGE-CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3801.862 BMO MID-CAP GROWTH FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6385.384 DAVIS NEW YORK VENTURE FUND CLASS Y
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0396860
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05953
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019545
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0390907
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0396860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10BMO HARRIS TRUSTEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02091
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt012800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt016000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt014000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.019114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0390907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0365751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0346444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0344588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0313900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0281947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt019600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.196818
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019423
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt019600
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0177
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt019600
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10500 THIRD ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WAUSAU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0544020209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07158453121
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10NORTH CENTRAL TECHNICAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLICCHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101000 CAMPUS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode054401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01737
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017863
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019368
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019600
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017631
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017863
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Refund of Feral tax
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0162
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0218
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ACCURAL ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/Amt180
TaxesSchedule/TaxesDetail/Amt2324
TaxesSchedule/TaxesDetail/CategoryTxt0FORIEGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt082
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA VOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSITANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142877142
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10AL HODES CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0ALHO
ReturnHeader/Filer/EIN0396480058
ReturnHeader/Filer/PhoneNum04142877142
ReturnHeader/Filer/USAddress/AddressLine10BMO HARRIS BANK PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142877134
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA VOGEL CPA
ReturnHeader/ReturnTs02014-09-08T09:36:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2014Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.39$0.22$0.17
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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