Civic Intelligence

Thomas Marion Zollicker Charitable

990PF • Fiscal year 2014 • EIN 43-6780557

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

3600 Amazonas DriveJefferson City, MO 65109

(660) 885-2241

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

27th percentile

-8.2%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

75th percentile

$171

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

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

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

34th percentile

-8.1%

Faster revenue growth than 34% of similar nonprofits.

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

Assets

Down

$16,820

Down $53 (-0.3%) from 2013

Net Assets

Down

$16,820

Down $53 (-0.3%) from 2013

Liabilities

Up

$1

Up $1 from 2013

Revenue

Down

$646

Down $57 (-8.1%) from 2013

Expenses

Up

$699

Up $20 (+2.9%) from 2013

Net Income

Down

-$53

Down $77 (-321%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2010: $20,608Liabilities 2010: $02010Assets 2011: $19,023Liabilities 2011: $0Net Assets 2011: $19,0232011Assets 2012: $16,849Liabilities 2012: $0Net Assets 2012: $16,8492012Assets 2013: $16,873Liabilities 2013: $0Net Assets 2013: $16,8732013Assets 2014: $16,820Liabilities 2014: $1Net Assets 2014: $16,8202014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$16,820
Liabilities$1
Net Assets$16,820

Operations Trend

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

$40K$20K$0-$20KRevenue 2010: $1,094Expenses 2010: $1,164Net Income 2010: -$702010Expenses 2011: $2,7172011Expenses 2012: $3,6532012Revenue 2013: $703Expenses 2013: $679Net Income 2013: $242013Revenue 2014: $646Expenses 2014: $699Net Income 2014: -$532014Revenue 2015: $10,376Expenses 2015: $27,196Net Income 2015: -$16,8202015

Highlighted filing

2014

Revenue$646
Expenses$699
Net Income-$53
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trust Office-$171-$171
Filing and Contact Details

Filer

Filer Name
Thomas Marion Zollicker Charitable
EIN
43-6780557
Phone
6608852241
Address
3600 AMAZONAS DRIVE, JEFFERSON CITY, MO 65109

Signing Officer

Name
Gwen Bruce
Title
Trust Officer
Phone
6608852241
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Ryan S Cook CPA LLC
Address
1112 E OHIO ST, CLINTON, MO 64735-2072
Preparer
Ryan S Cook CPA Cgma Mba
Phone
6608856195
Raw XML Appendix209 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/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0571
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016873
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0959
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016873
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016820
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016873
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016820
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016873
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016820
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025717
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01139
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024578
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0386
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01267
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025331
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025717
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0GWEN BRUCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0HAWTHORN BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0132 EAST HIGH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JEFFERSON CITY
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01538
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.302490
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt085
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt085
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/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HAWTHORN BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JEFFERSON CITY
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06608852241
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01155
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01155
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GWEN BRUCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06608852241
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS MARION ZOLLICKER CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0436780557
ReturnHeader/Filer/PhoneNum06608852241
ReturnHeader/Filer/USAddress/AddressLine1Txt03600 AMAZONAS DRIVE
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113665263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYAN S COOK CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01112 E OHIO ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLINTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0647352072
ReturnHeader/PreparerPersonGrp/PhoneNum06608856195
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN S COOK CPA CGMA MBA
ReturnHeader/ReturnTs02015-05-11T09:50:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits