Civic Intelligence

Lowenberg Charitable Trust

990PF • Fiscal year 2014 • EIN 43-6768599

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
PO Box 308Saint Joseph, MO 64502-0308

(816) 279-4949

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

50th percentile

0.5%

Faster asset growth than 50% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-9.8%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$289,404

Up $1,484 (+0.5%) from 2013

Net Assets

Up

$289,404

Up $1,484 (+0.5%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin59th percentile

Revenue

Down

$22,005

Down $2,386 (-9.8%) from 2013

Expenses

Up

$20,521

Up $488 (+2.4%) from 2013

Net Income

Down

$1,484

Down $2,874 (-66%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$300K$200K$100K$0Assets 2011: $293,446Liabilities 2011: $02011Assets 2012: $283,562Liabilities 2012: $0Net Assets 2012: $283,5622012Assets 2013: $287,920Liabilities 2013: $1Net Assets 2013: $287,9202013Assets 2014: $289,404Liabilities 2014: $1Net Assets 2014: $289,4042014Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2014

Assets$289,404
Liabilities$1
Net Assets$289,404
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $28,587Expenses 2011: $20,943Net Income 2011: $7,6442011Expenses 2012: $22,1532012Revenue 2013: $24,391Expenses 2013: $20,033Net Income 2013: $4,3582013Revenue 2014: $22,005Expenses 2014: $20,521Net Income 2014: $1,4842014Revenue 2016: $6,852Expenses 2016: $293,082Net Income 2016: -$286,2302016

Highlighted filing

2014

Revenue$22,005
Expenses$20,521
Net Income$1,484
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S Bank TrustTrust Officer-$4,303-$4,303
Filing and Contact Details

Filer

Filer Name
Lowenberg Charitable Trust
EIN
43-6768599
Address
PO BOX 308, Saint Joseph, MO 64502-0308

Signing Officer

Name
U S Bank Trust
Title
Trustee
Phone
8163647250
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Robert C Sanger Pc
Address
103 North 36th Street, Saint Joseph, MO 64506
Preparer
Robert C Sanger CPA
Phone
8162794949
Raw XML Appendix251 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0750
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CompensationExplanation/CompensationExplanationGrp/PersonNm0U S Bank Trust
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NORMAL TRUST COMPANY RATES.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0134144
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0132620
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REAL ESTATE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13152
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0574
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1167666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0125612
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0287920
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0289404
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015039
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015039
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015039
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015220
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0181
IRS990PF/DistributableAmountGrp/TotalTaxAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0298711
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0133638
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0143361
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013273
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010921
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0287920
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0309034
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03025
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0306009
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04636
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015220
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0304398
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trust Officer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0U S Bank Trust
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08163647250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE LOWENBERG CHARITABLE FOUNDATION PROVIDES FUNDING FOR VARIOUS OTHER 501c3 ORGANIZATIONS SEE LISTING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014965
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE AND EDUCATIONAL 501c3 ORGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LISTING IS ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS LOCAL ADDRESSES
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01685
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014964
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016649
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013354
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014964
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AOL CLASS ACTION LAWSUIT PMT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0574
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0574
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0503
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0503
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S Bank Trust
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08163647250
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWENBERG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0436768599
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 308
ReturnHeader/Filer/USAddress/CityNm0Saint Joseph
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0645020308
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431459858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT C SANGER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 North 36th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Joseph
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064506
ReturnHeader/PreparerPersonGrp/PhoneNum08162794949
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert C Sanger CPA
ReturnHeader/ReturnTs02015-05-13T14:01:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,404
Liabilities
$1
Net assets
$289,404
Revenue
$22,005
Expenses
$20,521
Net income
$1,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$2.93$2.86
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.22$0.21$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.24$0.20$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.22
2011Summary only. Only limited summary data is available for this year.$2.93$0.00$0.29$0.21$0.08