Civic Intelligence

Lester R Birbeck Charitable Trust

990PF • Fiscal year 2012 • EIN 43-1725748

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 2013

Organization Profile
Bmo Harris Bank Na PO Box 298053201
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

84th percentile

$17,714

Higher top officer pay than 84% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,807,854

Down $38,758 (-2.1%) from 2011

Net Assets

Down

$1,807,854

Down $38,758 (-2.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$111,594

Up $5,326 (+5.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2012

Assets$1,807,854
Liabilities$0
Net Assets$1,807,854
Open 2012 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

2012

Revenue-
Expenses$111,594
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 18, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,714-$17,714
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPS (NAMES NONEWITHHELD FOR PRIVACY ACT)COLLEGEST JOSEPH, MO, US$93,406
Filing and Contact Details

Filer

EIN
43-1725748
Raw XML Appendix324 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/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/TotGrantOrContriPaidDuringYear093406
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/AppliedToYear1023473
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted098981
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus069933
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY069933
IRS990PF/UndistributedIncome/QualifyingDistributions093406
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus069933
IRS990PF/UndistributedIncome/UndistributedIncomeCY029048
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear023473
OtherIncomeSchedule2/OtherIncome/Description0Tax Refund
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0841
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0841
TaxesSchedule/Taxes/Amount0474
TaxesSchedule/Taxes/Category0Foriegn Taxes Paid
TaxesSchedule/Taxes/NetInvestmentIncome0474
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/AddressLine10BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02013-04-18
ReturnHeader/Officer/Name0LAURA VOGEL
ReturnHeader/Officer/Phone08162361874
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-04-18
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/Name0LAURA VOGEL CPA
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-18T11:48:40-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,807,854
Liabilities
$0
Net assets
$1,807,854
Revenue
-
Expenses
$111,594
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