Civic Intelligence

Lester R Birbeck Charitable Trust

990PF • Fiscal year 2010 • EIN 43-1725748

Jan 01, 2010 to Dec 31, 2010 • Filed on Apr 27, 2011

Organization Profile
C/O MI Trust CO Na PO Box 297753201
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

85th percentile

$16,615

Higher top officer pay than 85% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$1,891,043

No earlier filing loaded for comparison.

Net Assets

$1,891,043

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$97,347

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,891,043Liabilities 2010: $0Net Assets 2010: $1,891,0432010Assets 2011: $1,846,612Liabilities 2011: $0Net Assets 2011: $1,846,6122011Assets 2012: $1,807,854Liabilities 2012: $0Net Assets 2012: $1,807,8542012Assets 2013: $1,978,697Liabilities 2013: $0Net Assets 2013: $1,978,6972013Assets 2014: $2,275,020Liabilities 2014: $0Net Assets 2014: $2,275,0202014Assets 2015: $2,257,689Liabilities 2015: $0Net Assets 2015: $2,257,6892015Assets 2019: $2,220,117Liabilities 2019: $02019Assets 2020: $2,202,258Liabilities 2020: $0Net Assets 2020: $2,202,2582020Assets 2021: $2,300,655Liabilities 2021: $0Net Assets 2021: $2,300,6552021Assets 2022: $2,404,450Liabilities 2022: $0Net Assets 2022: $2,404,4502022Assets 2023: $2,329,163Liabilities 2023: $0Net Assets 2023: $2,329,1632023Assets 2024: $2,281,896Liabilities 2024: $0Net Assets 2024: $2,281,8962024

Highlighted filing

2010

Assets$1,891,043
Liabilities$0
Net Assets$1,891,043
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $97,3472010Expenses 2011: $106,2682011Expenses 2012: $111,5942012Revenue 2013: $272,239Expenses 2013: $101,481Net Income 2013: $170,7582013Revenue 2014: $376,618Expenses 2014: $80,283Net Income 2014: $296,3352014Revenue 2015: $122,498Expenses 2015: $140,786Net Income 2015: -$18,2882015Revenue 2019: $136,825Expenses 2019: $143,163Net Income 2019: -$6,3382019Revenue 2020: $121,048Expenses 2020: $139,260Net Income 2020: -$18,2122020Revenue 2021: $229,078Expenses 2021: $130,710Net Income 2021: $98,3682021Revenue 2022: $238,764Expenses 2022: $134,713Net Income 2022: $104,0512022Revenue 2023: $66,318Expenses 2023: $141,174Net Income 2023: -$74,8562023Revenue 2024: $107,419Expenses 2024: $154,842Net Income 2024: -$47,4232024

Highlighted filing

2010

Revenue-
Expenses$97,347
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 27, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$16,615-$16,615
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPS (NAMES NONEWITHHELD FOR PRIVACY ACT)COLLEGEST JOSEPH, MO, US$78,702
Filing and Contact Details

Filer

EIN
43-1725748
Raw XML AppendixShowing 400 of 409 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/USAddress/AddressLine10BLVD SUITE 102 ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0JOSEPH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode064506
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct093063
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets092207
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049282
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050790
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.043835
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.046889
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.055615
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01871017
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101684284
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201889305
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302144403
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402052733
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501988100
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0856
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions078702
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2095957
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3094000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4096250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50110569
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.197129
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions078702
IRS990PF/QualifyingDistributions/ExpensesAndContributions078702
IRS990PF/QualifyingDistributions/QualifyingDistributions078702
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10M&I TRUST COMPANY NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08162361874
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine104305 FREDRICK BOULEVARD ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0JOSEPH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode064502
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE ATTACHED COPY OF APPLICATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MI TRUST COMPANY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08162361874
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine104305 FREDERICK BLVD SUITE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ST JOSEPH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode064506
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0HIGH SCHOOL STUDENTS FROM KING CITY OR STANBERRY MO SCHOOLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 1 EACH YEAR
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount078702
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS (NAMES NONEWITHHELD FOR PRIVACY ACT)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0VARIOUS UNIVERSITY'S
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1068 SCHOLARSHIP WINNERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode064506
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear078702
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear078702
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted091839
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102482
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2024
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02506
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02506
IRS990PF/UndistributedIncome/QualifyingDistributions078702
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02506
IRS990PF/UndistributedIncome/UndistributedIncomeCY010631
OtherDecreasesSchedule/OtherDecreases/Amount096
OtherDecreasesSchedule/OtherDecreases/Description0Accrual Adjustment
OtherIncomeSchedule2/OtherIncome/Description0Refund
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0109
TaxesSchedule/Taxes/Amount0326
TaxesSchedule/Taxes/Amount1395
TaxesSchedule/Taxes/Amount2109
TaxesSchedule/Taxes/Category0Estimated Taxes paid
TaxesSchedule/Taxes/Category1Foriegn Taxes Paid
TaxesSchedule/Taxes/Category2Applied refund
TaxesSchedule/Taxes/NetInvestmentIncome0395
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0431725748
ReturnHeader/Filer/Name/BusinessNameLine10LESTER R BIRBECK CHARITABLE TRUST
ReturnHeader/Filer/NameControl0LEST
ReturnHeader/Filer/Phone08162361874
ReturnHeader/Filer/USAddress/AddressLine10C/O MI TRUST CO NA PO BOX 2977
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-04-27
ReturnHeader/Officer/Name0LAURA VOGEL
ReturnHeader/Officer/Phone08162361874
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02011-04-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,891,043
Liabilities
$0
Net assets
$1,891,043
Revenue
-
Expenses
$97,347
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.11$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.07$0.14$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.24$0.13$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.23$0.13$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.12$0.14$0.02
2019Summary only. Only limited summary data is available for this year.$2.22$0.00$0.14$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.38$0.08$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.27$0.10$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10