Civic Intelligence

Al Hodes Charitable Tr

990PF • Fiscal year 2020 • EIN 39-6480058

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 27, 2020

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

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

27th percentile

-15%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$6,081

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 29.9% 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

Down

$350,388

Down $7,125 (-2.0%) from 2016

Net Assets

$350,388

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin27th percentile

Revenue

Down

$20,366

Down $43,117 (-68%) from 2016

Expenses

Down

$23,365

Down $1,424 (-5.7%) from 2016

Net Income

Down

-$2,999

Down $41,693 (-108%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2020

Assets$350,388
Liabilities$1
Net Assets$350,388
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$20,366
Expenses$23,365
Net Income-$2,999
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,081-$6,081
Filing and Contact Details

Filer

Filer Name
Al Hodes Charitable Tr
EIN
39-6480058
Phone
9203275610
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Associated Trust Company Na
Title
Trustee
Phone
9203275610
Signed
2020-08-27
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 Appendix325 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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OtherIncreasesSchedule/OtherIncreasesDetail/Amt085
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt155
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt220
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.57.121.127
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02020-09-01T17:00:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$350,388
Liabilities
$1
Net assets
$350,388
Revenue
$20,366
Expenses
$23,365
Net income
-$2,999
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
2020Detailed filing. Detailed filing data is available for this year.$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
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