Civic Intelligence

Breckenridge Charitable Tr

990PF • Fiscal year 2012 • EIN 39-6770958

Jan 01, 2012 to Dec 31, 2012 • Filed on May 03, 2013

C/O Bmo Harris Bank Na PO Box 298053201-2980
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

97th percentile

$9,600

Higher top officer pay than 97% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

41st percentile

-2.7%

Faster asset growth than 41% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$382,587

Down $10,570 (-2.7%) from 2011

Net Assets

Down

$382,587

Down $10,570 (-2.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$37,814

Down $762 (-2.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $411,511Liabilities 2010: $0Net Assets 2010: $411,5112010Assets 2011: $393,157Liabilities 2011: $0Net Assets 2011: $393,1572011Assets 2012: $382,587Liabilities 2012: $0Net Assets 2012: $382,5872012Assets 2013: $375,882Liabilities 2013: $1Net Assets 2013: $375,8822013Assets 2014: $369,997Liabilities 2014: $1Net Assets 2014: $369,9972014Assets 2015: $367,000Liabilities 2015: $02015Assets 2018: $347,360Liabilities 2018: $0Net Assets 2018: $347,3602018Assets 2019: $335,965Liabilities 2019: $1Net Assets 2019: $335,9652019Assets 2020: $345,383Liabilities 2020: $1Net Assets 2020: $345,3832020Assets 2021: $371,840Liabilities 2021: $1Net Assets 2021: $371,8402021Assets 2022: $355,815Liabilities 2022: $1Net Assets 2022: $355,8152022Assets 2023: $353,245Liabilities 2023: $12023

Highlighted filing

2012

Assets$382,587
Liabilities$0
Net Assets$382,587

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $37,1592010Expenses 2011: $38,5762011Expenses 2012: $37,8142012Revenue 2013: $30,956Expenses 2013: $37,661Net Income 2013: -$6,7052013Revenue 2014: $32,121Expenses 2014: $38,046Net Income 2014: -$5,9252014Revenue 2015: $35,317Expenses 2015: $37,836Net Income 2015: -$2,5192015Revenue 2018: $13,851Expenses 2018: $22,710Net Income 2018: -$8,8592018Revenue 2019: $14,000Expenses 2019: $25,468Net Income 2019: -$11,4682019Revenue 2020: $33,392Expenses 2020: $24,158Net Income 2020: $9,2342020Revenue 2021: $52,447Expenses 2021: $26,036Net Income 2021: $26,4112021Revenue 2022: $12,399Expenses 2022: $28,185Net Income 2022: -$15,7862022Revenue 2023: $21,715Expenses 2023: $24,278Net Income 2023: -$2,5632023

Highlighted filing

2012

Revenue-
Expenses$37,814
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 3, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FLOYD WILSONCo-Trustee-$9,600-$9,600
-Co-Trustee-$5,651-$5,651
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMAKE-A-WISH FOUNDATIONCHARITYN/AMINNEAPOLIS, MN, US$14,235
Paid Grant-SCHOLARSHIPN/AORR, MN, US$7,012
Filing and Contact Details

Filer

EIN
39-6770958
Raw XML Appendix291 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation09600
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105424 SW 20TH ST
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ORR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MN
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/AppliedToCurrentYear0800
IRS990PF/UndistributedIncome/AppliedToYear1021247
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IRS990PF/UndistributedIncome/QualifyingDistributions022047
IRS990PF/UndistributedIncome/UndistributedIncomeCY020750
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear021247
OtherExpensesSchedule/OtherExpenses/Description0ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
TaxesSchedule/Taxes/Amount08
TaxesSchedule/Taxes/Amount193
TaxesSchedule/Taxes/Amount290
TaxesSchedule/Taxes/Category0FED EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX
TaxesSchedule/Taxes/Category2FED ESTIMATED EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome093
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396770958
ReturnHeader/Filer/Name/BusinessNameLine10BRECKENRIDGE CHARITABLE TRUST
ReturnHeader/Filer/NameControl0BREC
ReturnHeader/Filer/Phone04142878700
ReturnHeader/Filer/USAddress/AddressLine10C/O BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532012980
ReturnHeader/Officer/DateSigned02013-05-03
ReturnHeader/Officer/Name0RICHARD STENDLER
ReturnHeader/Officer/Phone04142878700
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/Preparer/DatePrepared02013-05-03
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/Name0RICHARD STENDLER
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-03T06:27:13-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$0.22$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.12$0.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.52$0.26$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.33$0.24$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.14$0.25$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.14$0.23$0.09
2015Summary only. Only limited summary data is available for this year.$3.67$0.00$0.35$0.38$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.32$0.38$0.06
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.76$0.00$3.76$0.31$0.38$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.38
2011Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.39
2010Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.37