Civic Intelligence

Joseph Kitrick Charitable Tr U/A 11915

990PF • Fiscal year 2013 • EIN 41-6077686

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 28, 2014

Organization Profile
P O Box 64713 Trust Tax Services55164-0713

(612) 313-5189

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

11th percentile

-45%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

80th percentile

$5,500

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 47.8% of source-year revenue.

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

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$151,664

Down $5,056 (-3.2%) from 2012

Net Assets

Down

$151,494

Down $5,226 (-3.3%) from 2012

Liabilities

Up

$170

Up $170 from 2012

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin11th percentile

Revenue

$11,502

No earlier filing loaded for comparison.

Expenses

Up

$16,728

Up $2,236 (+15%) from 2012

Net Income

-$5,226

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$200K$150K$100K$50K$0Assets 2010: $162,490Liabilities 2010: $0Net Assets 2010: $162,4902010Assets 2011: $154,741Liabilities 2011: $0Net Assets 2011: $154,7412011Assets 2012: $156,720Liabilities 2012: $0Net Assets 2012: $156,7202012Assets 2013: $151,664Liabilities 2013: $170Net Assets 2013: $151,4942013Assets 2014: $152,126Liabilities 2014: $35Net Assets 2014: $152,0912014Assets 2015: $148,860Liabilities 2015: $02015Assets 2016: $145,889Liabilities 2016: $0Net Assets 2016: $145,8892016Assets 2017: $135,961Liabilities 2017: $0Net Assets 2017: $135,9612017Assets 2018: $128,194Liabilities 2018: $0Net Assets 2018: $128,1942018Assets 2019: $121,377Liabilities 2019: $0Net Assets 2019: $121,3772019Assets 2020: $112,930Liabilities 2020: $0Net Assets 2020: $112,9302020Assets 2021: $112,273Liabilities 2021: $0Net Assets 2021: $112,2732021Assets 2022: $122,647Liabilities 2022: $0Net Assets 2022: $122,6472022Assets 2023: $114,857Liabilities 2023: $0Net Assets 2023: $114,8572023Assets 2024: $107,834Liabilities 2024: $0Net Assets 2024: $107,8342024

Highlighted filing

2013

Assets$151,664
Liabilities$170
Net Assets$151,494
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KExpenses 2010: $13,1382010Expenses 2011: $15,1592011Expenses 2012: $14,4922012Revenue 2013: $11,502Expenses 2013: $16,728Net Income 2013: -$5,2262013Revenue 2014: $16,201Expenses 2014: $15,605Net Income 2014: $5962014Revenue 2015: $9,450Expenses 2015: $12,672Net Income 2015: -$3,2222015Revenue 2016: $12,126Expenses 2016: $15,003Net Income 2016: -$2,8772016Revenue 2017: $4,255Expenses 2017: $14,168Net Income 2017: -$9,9132017Revenue 2018: $4,701Expenses 2018: $12,457Net Income 2018: -$7,7562018Revenue 2019: $4,881Expenses 2019: $11,672Net Income 2019: -$6,7912019Revenue 2020: $3,047Expenses 2020: $11,494Net Income 2020: -$8,4472020Revenue 2021: $10,585Expenses 2021: $11,244Net Income 2021: -$6592021Revenue 2022: $22,991Expenses 2022: $12,614Net Income 2022: $10,3772022Revenue 2023: $3,269Expenses 2023: $11,057Net Income 2023: -$7,7882023Revenue 2024: $3,593Expenses 2024: $10,617Net Income 2024: -$7,0242024

Highlighted filing

2013

Revenue$11,502
Expenses$16,728
Net Income-$5,226
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 28, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANK NATIONAL ASSOCIATIONTrusteePT$5,500-$5,500
Filing and Contact Details

Filer

EIN
41-6077686
Phone
6123135189

Signing Officer

Name
Karen Bassett
Title
Corp. Trustee
Phone
6123135189
Signed
2014-04-28
Raw XML Appendix375 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0188552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.339765
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012075
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012148
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt073
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012148
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
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/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10200 S 6TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MINNEAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode055402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10US BANK NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06123135189
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SALEM LUTHERAN HOMES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102024 COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ELK HORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode051531
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010723
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/AppliedToCurrentYearAmt08210
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04484
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04484
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015538
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03938
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04260
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012148
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03938
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020022
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016084
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0447
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0201
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0201
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc02013 ROC ADJ.
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0170
TaxesSchedule/TaxesDetail/Amt0171
TaxesSchedule/TaxesDetail/Amt1256
TaxesSchedule/TaxesDetail/Amt244
TaxesSchedule/TaxesDetail/Amt39
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt244
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt39
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN BASSETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORP. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06123135189
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10JOSEPH KITRICK CHARITABLE TR UA 35119150
ReturnHeader/Filer/BusinessNameControlTxt0KITR
ReturnHeader/Filer/EIN0416077686
ReturnHeader/Filer/PhoneNum06123135189
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 64713 TRUST TAX SERVICES
ReturnHeader/Filer/USAddress/City0ST PAUL
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode0551640713
ReturnHeader/ReturnTs02014-05-06T13:27:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$151,664
Liabilities
$170
Net assets
$151,494
Revenue
$11,502
Expenses
$16,728
Net income
-$5,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.11$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.03$0.11$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.23$0.13$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.11$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.11$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.05$0.12$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.05$0.12$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.04$0.14$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.12$0.15$0.03
2015Summary only. Only limited summary data is available for this year.$1.49$0.00$0.09$0.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.16$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.51$0.12$0.17$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13