Civic Intelligence

Al Hodes Charitable Tr

990PF • Fiscal year 2015 • EIN 39-6480058

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 21, 2015

Organization Profile
Bmo Harris Bank PO Box 2980Milwaukee, WI 53201

(414) 287-7142

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$2,130

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

3.2%

Faster asset growth than 57% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$319,269

Up $10,044 (+3.2%) from 2014

Net Assets

Up

$319,269

Up $10,044 (+3.2%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin84th percentile

Revenue

Down

$29,648

Down $9,157 (-24%) from 2014

Expenses

Down

$20,862

Down $1,315 (-5.9%) from 2014

Net Income

Down

$8,786

Down $7,842 (-47%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th 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: $1Net Assets 2015: $319,2692015Assets 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

2015

Assets$319,269
Liabilities$1
Net Assets$319,269
Open 2015 Filing

Operations Trend

Revenue Growth21st 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

2015

Revenue$29,648
Expenses$20,862
Net Income$8,786
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$2,130-$2,130
Filing and Contact Details

Filer

Filer Name
Al Hodes Charitable Tr
EIN
39-6480058
Phone
4142877142
Address
BMO HARRIS BANK PO BOX 2980, MILWAUKEE, WI 53201

Signing Officer

Name
Laura Vogel
Title
Assitant Vice President
Phone
4142877142
Signed
2015-09-21

Preparer

Firm
BMO Harris Bank NA
Address
111 E Kilbourn Ave Ste 200, Milwaukee, WI 53202
Preparer
Laura Vogel CPA
Phone
4142877134
Raw XML Appendix398 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12013-12
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32009-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42010-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0151.607 BMO MID-CAP VALUE FUND CL I #931
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1146.628 BMO LARGE-CAP GROWTH FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2153.0920 BMO LARGE-CAP GROWTH FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3385.384 DAVIS N Y VENTURE FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc43510.17 PIMCO FDS TOTAL RETURN FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5Long Term Capital Gains
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt22008
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14592.851 BMO TCH CORE PLUS BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21166.852 FIDELITY ADVISOR FLOATING RATE FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31138.191 PIMCO INVESTMENT GRADE CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44481.066 VANGURAD TOTAL BOND MARKET INDEX FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt014253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt151687
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt211529
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt312882
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt447415
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt014337
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt811000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt913039
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01169.105 ALLIANZGI NFJ DIVIDEND VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1582.020 BMO Small-Cap Growth Fund Cl 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21476.447 BMO LARGE-CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31463.996 BMO LARGE-CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4801.862 BMO MID-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51268.532 BMO MID-CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6406.578 DODGE & COX INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7170.310 GOLDMAN SACHS SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8345.912 HARBOR CAPITAL APPRECIATION FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9226.612 HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10435.850 SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11283.771 VANGUARD INSTITUTIONAL INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12141.843 WELLS FARGO ADVANTAGE FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02130
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-07-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0151.607 BMO-CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1146.628 BMO LARGE-CAP GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2153.092 BMO LARGE-CAP BALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3385.384 DAVIS N Y VENTURE FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43510.170 PIMCO FDS TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Long Term Capital Gains Dividend
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019088
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08786
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01258
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0319269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0309225
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0319269
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019855
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019855
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019855
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020129
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0274
IRS990PF/DistributableAmountGrp/TotalTaxAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0147
IRS990PF/FMVAssetsEOYAmt0401433
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0309225
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0319269
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0133999
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0137766
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0138587
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0165025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0175565
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0256908
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0321
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0339
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0339
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09880
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05599
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05599
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0309225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0319269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0401433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0309225
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0319269
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0309225
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0319269
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0408714
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0408714
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06131
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020129
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0402583
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0408714
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO HARRIS TRUSTEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt019423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt016338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt06000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.019114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0402583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0390907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0365751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0346444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0344588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0313900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt018600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.196850
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt018326
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt018600
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0274
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt018600
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/AddressLine1Txt0500 THIRD ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAUSAU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0544020209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO 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/BusinessNameLine1Txt0NORTH CENTRAL TECHNICAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLICCHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 CAMPUS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054401
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/AppliedToCurrentYearAmt0969
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017631
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019855
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018600
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018886
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017631
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01258
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCURAL ADJUSTMENT - 2014 Capital gain
TaxesSchedule/TaxesDetail/Amt0102
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0FORIEGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0102
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA VOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSITANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142877142
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AL HODES CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0ALHO
ReturnHeader/Filer/EIN0396480058
ReturnHeader/Filer/PhoneNum04142877142
ReturnHeader/Filer/USAddress/AddressLine1Txt0BMO HARRIS BANK PO BOX 2980
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142877134
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA VOGEL CPA
ReturnHeader/ReturnTs02015-09-21T09:30:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$319,269
Liabilities
$1
Net assets
$319,269
Revenue
$29,648
Expenses
$20,862
Net income
$8,786
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
2015Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$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
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