Civic Intelligence

Lester R Birbeck Charitable Trust

990PF • Fiscal year 2015 • EIN 43-1725748

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 26, 2016

BMO Harris Bank NA PO BOX 2977Milwaukee, WI 53201

(816) 236-1874

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$19,881

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,257,689

Down $17,331 (-0.8%) from 2014

Net Assets

Down

$2,257,689

Down $17,331 (-0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$122,498

Down $254,120 (-67%) from 2014

Expenses

Up

$140,786

Up $60,503 (+75%) from 2014

Net Income

Down

-$18,288

Down $314,623 (-106%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$2,257,689
Liabilities$0
Net Assets$2,257,689

Operations Trend

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

2015

Revenue$122,498
Expenses$140,786
Net Income-$18,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 26, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$19,881-$19,881
Filing and Contact Details

Filer

Filer Name
Lester R Birbeck Charitable Trust
EIN
43-1725748
Phone
8162361874
Address
BMO Harris Bank NA PO BOX 2977, MILWAUKEE, WI 53201

Signing Officer

Name
Laura Vogel
Title
Assistant Vice President
Phone
8162361874
Signed
2016-04-26

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Laura Vogel CPA
Phone
4148153956
Raw XML Appendix369 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Milw
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt087966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt088986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt051100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt081401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt092860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt085000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt078702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.022110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02291867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02311187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02140443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01990530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01974260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01871017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0110572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.191909
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0109552
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0110572
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01020
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0110572
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/PayCompDisqualifiedPrsnInd0false
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt0PO Box 2980
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878845
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED COPY OF APPLICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BMO HARRIS BANK NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142878845
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 2980
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0HIGH SCHOOL STUDENTS FROM KING CITY OR STANBERRY MO SCHOOLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 1 EACH YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0109972
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS (NAMES NONEWITHHELD FOR PRIVACY ACT)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS UNIVERSITY'S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt068 scholarship winners
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0St Joseph
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064506
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0109972
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/AppliedToCurrentYearAmt03100
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0107472
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0113573
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110572
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0110473
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0107472
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0162
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1795
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in accrual
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Sales in 2015 settling in 2016
TaxesSchedule/TaxesDetail/Amt0630
TaxesSchedule/TaxesDetail/Amt12583
TaxesSchedule/TaxesDetail/Amt27120
TaxesSchedule/TaxesDetail/CategoryTxt0Foriegn Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt1Prior year Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt2Federal Estimate
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0630
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA VOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08162361874
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LESTER R BIRBECK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEST
ReturnHeader/Filer/EIN0431725748
ReturnHeader/Filer/PhoneNum08162361874
ReturnHeader/Filer/USAddress/AddressLine1Txt0BMO Harris Bank NA PO BOX 2977
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153956
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA VOGEL CPA
ReturnHeader/ReturnTs02016-04-26T08:59:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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