Civic Intelligence

Hennessy Charitable Trust

990 • Fiscal year 2013 • EIN 42-6547826

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

Organization ProfileN/A
2360 Carter Road52001-2997

(563) 588-2008

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

3rd percentile

0.00x

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

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M 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 / Assets2nd percentile

Assets

Up

$54,577,618

Up $6,099,650 (+13%) from 2012

Net Assets

Up

$54,577,618

Up $6,099,650 (+13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin97th percentile

Revenue

$14,957,634

No earlier filing loaded for comparison.

Expenses

Down

$2,398,503

Down $377,302 (-14%) from 2012

Net Income

$12,559,131

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$100M$50M$0Assets 2010: $46,703,046Liabilities 2010: $0Net Assets 2010: $46,703,0462010Assets 2011: $45,732,735Liabilities 2011: $0Net Assets 2011: $45,732,7352011Assets 2012: $48,477,968Liabilities 2012: $0Net Assets 2012: $48,477,9682012Assets 2013: $54,577,618Liabilities 2013: $0Net Assets 2013: $54,577,6182013Assets 2014: $56,985,665Liabilities 2014: $0Net Assets 2014: $56,985,6652014Assets 2015: $56,297,588Liabilities 2015: $0Net Assets 2015: $56,297,5882015Assets 2016: $58,545,236Liabilities 2016: $0Net Assets 2016: $58,545,2362016Assets 2017: $65,314,542Liabilities 2017: $0Net Assets 2017: $65,314,5422017Assets 2018: $60,453,923Liabilities 2018: $0Net Assets 2018: $60,453,9232018Assets 2019: $70,952,353Liabilities 2019: $0Net Assets 2019: $70,952,3532019Assets 2020: $78,376,259Liabilities 2020: $0Net Assets 2020: $78,376,2592020Assets 2021: $87,675,680Liabilities 2021: $0Net Assets 2021: $87,675,6802021Assets 2022: $69,986,391Liabilities 2022: $0Net Assets 2022: $69,986,3912022Assets 2023: $77,938,165Liabilities 2023: $0Net Assets 2023: $77,938,1652023Assets 2024: $82,239,630Liabilities 2024: $0Net Assets 2024: $82,239,6302024

Highlighted filing

2013

Assets$54,577,618
Liabilities$0
Net Assets$54,577,618
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $43,6452010Expenses 2011: $1,046,8332011Expenses 2012: $2,775,8052012Revenue 2013: $14,957,634Expenses 2013: $2,398,503Net Income 2013: $12,559,1312013Revenue 2014: $596,404Expenses 2014: $916,661Net Income 2014: -$320,2572014Revenue 2015: $607,186Expenses 2015: $901,523Net Income 2015: -$294,3372015Revenue 2016: $652,823Expenses 2016: $2,110,546Net Income 2016: -$1,457,7232016Revenue 2017: $701,035Expenses 2017: $2,150,126Net Income 2017: -$1,449,0912017Revenue 2018: $819,722Expenses 2018: $2,115,770Net Income 2018: -$1,296,0482018Revenue 2019: $730,399Expenses 2019: $1,568,952Net Income 2019: -$838,5532019Revenue 2020: $0Expenses 2020: $3,391,881Net Income 2020: -$3,391,8812020Revenue 2021: $0Expenses 2021: $2,020,843Net Income 2021: -$2,020,8432021Revenue 2022: $0Expenses 2022: $3,935,935Net Income 2022: -$3,935,9352022Revenue 2023: $1,666,692Expenses 2023: $3,832,492Net Income 2023: -$2,165,8002023Revenue 2024: $2,796,554Expenses 2024: $4,012,933Net Income 2024: -$1,216,3792024

Highlighted filing

2013

Revenue$14,957,634
Expenses$2,398,503
Net Income$12,559,131
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 2, 2014
Return Version
2013v3.0
Gross Receipts
$55,069,132
Mission and Program Overview

Mission

Hennessy Charitable Trust was established by the Sisters of the Presentation to provide financial support and care for the retired and infirm members of the religious congregation of the Sisters of the Presentation.

Care for retired and infirm Sisters of the Presentation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$48,477,968$54,577,618▲ $6,099,650
Total Assets$48,477,968$54,577,618▲ $6,099,650
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$48,477,968$54,577,618▲ $6,099,650
Total Net Assets Fund Balance$48,477,968$54,577,618▲ $6,099,650
Total Liabilities and Net Assets / Fund Balance$48,477,968$54,577,618▲ $6,099,650
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Joy Ann PetersonChairperson
Elizabeth Ann LentschTrustee
Margaret Lee KuhnTrustee
Maureen Louise QuillinTrustee
Patricia Ann LickteigTrustee
Virginia Evelina FolettaSecretary
Faye Ann FangmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$14,957,634
Other Revenue
$0
Change in Net Assets
$12,559,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,398,503
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,398,503--$2,398,503
Total Functional Expenses$2,398,503$0$0$2,398,503
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
42-0681050-501(c)(3)To care for the retired and infirm members of the Sisters of the Presentation$2,398,503
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“Sisters of the Presentation has authority to appoint and remove members of the governing body.”

Form 990, Part VI, Section A, line 8B

“The Organization does not have committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“All Trustees receive a copy of the Form 990 before it is filed. The 990 is reviewed by the Treasurer of the Board.”

Form 990, Part VI, Section B, line 12C

“Conflict of interest policies are signed annually by any Director or principal Officer of the Board of Trustees, or any member of a Committee with Board-delegated powers, who has a direct or indirect financial interest. The Chairperson of the Board reviews the signed policies. If a conflict of interest exists, the interested person must disclose the financial interest and all material facts. After disclosure, the interested person must leave the Board or Committee meeting while the determination of a conflict of interest is discussed and voted upon.”

Form 990, Part VI, Section C, line 19

“The governing documents and financial statements are available upon written request.”

Filing and Contact Details

Filer

EIN
42-6547826
Phone
5635882008

Signing Officer

Name
Faye Ann Fangman
Title
Treasurer
Phone
5635882008
Signed
2014-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joy Ann Peterson
Formed
1996
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Preparer
Carmen Krantz
Phone
5635561790
Raw XML Appendix349 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Hennessy Charitable Trust is the supporting organization of Sisters of the Presentation. The Trust supports the retired and infirm members of the religious congregation of the Sisters of the Presentation. Because this is the only organization they support, they do not require substantiation for the gifts. The Board Members of Hennessy Charitable Trust are aware of the use of the funds and make sure the funds are used appropriately.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sisters of the Presentation has authority to appoint and remove members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization does not have committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All Trustees receive a copy of the Form 990 before it is filed. The 990 is reviewed by the Treasurer of the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conflict of interest policies are signed annually by any Director or principal Officer of the Board of Trustees, or any member of a Committee with Board-delegated powers, who has a direct or indirect financial interest. The Chairperson of the Board reviews the signed policies. If a conflict of interest exists, the interested person must disclose the financial interest and all material facts. After disclosure, the interested person must leave the Board or Committee meeting while the determination of a conflict of interest is discussed and voted upon.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents and financial statements are available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt048477968
IRS990/TotalAssetsEOYAmt054577618
IRS990/TotalAssetsGrp/BOYAmt048477968
IRS990/TotalAssetsGrp/EOYAmt054577618
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02398503
IRS990/TotalFunctionalExpensesGrp/TotalAmt02398503
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt048477968
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054577618
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02398503
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014957634
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014957634
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt048477968
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054577618
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt048477968
IRS990/UnrestrictedNetAssetsGrp/EOYAmt054577618
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102360 Carter Road
IRS990/USAddress/City0Dubuque
IRS990/USAddress/State0IA
IRS990/USAddress/ZIPCode0520012997
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Faye Ann Fangman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05635882008
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10Hennessy Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0HENN
ReturnHeader/Filer/EIN0426547826
ReturnHeader/Filer/PhoneNum05635882008
ReturnHeader/Filer/USAddress/AddressLine102360 Carter Road
ReturnHeader/Filer/USAddress/City0Dubuque
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0520012997
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103999 PENNSYLVANIA AVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DUBUQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode052002
ReturnHeader/PreparerPersonGrp/PhoneNum05635561790
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carmen Krantz
ReturnHeader/ReturnTs02014-05-02T11:38:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$54,577,618
Liabilities
$0
Net assets
$54,577,618
Revenue
$14,957,634
Expenses
$2,398,503
Net income
$12,559,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$82.2$0.00$82.2$2.80$4.01$1.22
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.9$0.00$77.9$1.67$3.83$2.17
2022Detailed filing. Detailed filing data is available for this year.$70.0$0.00$70.0$0.00$3.94$3.94
2021Detailed filing. Detailed filing data is available for this year.$87.7$0.00$87.7$0.00$2.02$2.02
2020Detailed filing. Detailed filing data is available for this year.$78.4$0.00$78.4$0.00$3.39$3.39
2019Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$0.73$1.57$0.84
2018Detailed filing. Detailed filing data is available for this year.$60.5$0.00$60.5$0.82$2.12$1.30
2017Detailed filing. Detailed filing data is available for this year.$65.3$0.00$65.3$0.70$2.15$1.45
2016Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$0.65$2.11$1.46
2015Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$0.61$0.90$0.29
2014Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$0.60$0.92$0.32
2013Detailed filing. Detailed filing data is available for this year.$54.6$0.00$54.6$15.0$2.40$12.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.5$0.00$48.5$2.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.7$0.00$45.7$1.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.7$0.00$46.7$0.04