Civic Intelligence

Cockerill Charitable Trust

990PF • Fiscal year 2023 • EIN 46-1522341

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 14, 2023

Organization Profile
21009 Fairview RdGretna, NE 68028

(210) 693-9082

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-135%

Higher net margin than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.7%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-80%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$323,223

Flat from 2023

Net Assets

$323,223

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Flat

$13,277

Flat from 2023

Expenses

Flat

$31,265

Flat from 2023

Net Income

Flat

-$17,988

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2013: $193,171Liabilities 2013: $02013Assets 2014: $179,919Liabilities 2014: $02014Assets 2015: $222,137Liabilities 2015: $02015Assets 2016: $263,360Liabilities 2016: $02016Assets 2020: $252,590Liabilities 2020: $02020Assets 2021: $291,270Liabilities 2021: $0Net Assets 2021: $291,2702021Assets 2022: $335,501Liabilities 2022: $0Net Assets 2022: $335,5012022Assets 2023: $323,223Liabilities 2023: $0Net Assets 2023: $323,2232023Assets 2023: $323,223Liabilities 2023: $12023Assets 2024: $374,717Liabilities 2024: $12024Assets 2025: $362,597Liabilities 2025: $0Net Assets 2025: $362,5972025

Highlighted filing

2023

Assets$323,223
Liabilities$0
Net Assets$323,223
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $200,329Expenses 2013: $7,158Net Income 2013: $193,1712013Revenue 2014: $4,563Expenses 2014: $17,815Net Income 2014: -$13,2522014Revenue 2015: $62,897Expenses 2015: $20,673Net Income 2015: $42,2242015Revenue 2016: $68,372Expenses 2016: $27,149Net Income 2016: $41,2232016Revenue 2020: $3,658Expenses 2020: $19,279Net Income 2020: -$15,6212020Revenue 2021: $59,749Expenses 2021: $21,050Net Income 2021: $38,6992021Revenue 2022: $66,291Expenses 2022: $22,223Net Income 2022: $44,0682022Revenue 2023: $13,277Expenses 2023: $31,265Net Income 2023: -$17,9882023Revenue 2023: $13,277Expenses 2023: $31,265Net Income 2023: -$17,9882023Revenue 2024: $50,225Expenses 2024: $27,304Net Income 2024: $22,9212024Revenue 2025: $10,183Expenses 2025: $13,049Net Income 2025: -$2,8662025

Highlighted filing

2023

Revenue$13,277
Expenses$31,265
Net Income-$17,988
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY C COCKERILL TrusteeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cockerill Charitable Trust
EIN
46-1522341
Address
21009 FAIRVIEW RD, Gretna, NE 68028

Signing Officer

Name
Mary C Cockerill
Title
Trustee
Phone
2108248360
Signed
2023-07-14
Discuss with paid preparer
No

Preparer

Firm
Alexander Cockerill PC
Address
929 Contour Drive, San Antonio, TX 78212
Preparer
Leonard Cockerill
Phone
2106939082
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd368056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd568106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd668104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd768028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd868028
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031100
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/AppliedToCurrentYearAmt015981
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013327
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013327
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044309
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015184
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06458
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05893
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010210
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031165
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015184
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057636
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042452
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Mary C Cockerill
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt021009 Fairview Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Gretna
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd068028
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05710
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Increase in value of securites
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARY C COCKERILL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt021009 FAIRVIEW RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Gretna
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd068028
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0132
TaxesSchedule/TaxesDetail/Amt0132
TaxesSchedule/TaxesDetail/CategoryTxt0FIT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0132
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0132
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary C Cockerill
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02108248360
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COCKERILL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COCK
ReturnHeader/Filer/EIN0461522341
ReturnHeader/Filer/USAddress/AddressLine1Txt021009 FAIRVIEW RD
ReturnHeader/Filer/USAddress/CityNm0Gretna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alexander Cockerill PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0929 Contour Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078212
ReturnHeader/PreparerPersonGrp/PhoneNum02106939082
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard Cockerill
ReturnHeader/ReturnTs02023-07-14T10:41:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cockerill
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,223
Liabilities
$0
Net assets
$323,223
Revenue
$13,277
Expenses
$31,265
Net income
-$17,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.10$0.13$0.03
2024Summary only. Only limited summary data is available for this year.$3.75$0.00$0.50$0.27$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.13$0.31$0.18
2023Summary only. Only limited summary data is available for this year.$3.23$0.00$0.13$0.31$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.66$0.22$0.44
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.60$0.21$0.39
2020Summary only. Only limited summary data is available for this year.$2.53$0.00$0.04$0.19$0.16
2016Summary only. Only limited summary data is available for this year.$2.63$0.00$0.68$0.27$0.41
2015Summary only. Only limited summary data is available for this year.$2.22$0.00$0.63$0.21$0.42
2014Summary only. Only limited summary data is available for this year.$1.80$0.00$0.05$0.18$0.13
2013Summary only. Only limited summary data is available for this year.$1.93$0.00$2.00$0.07$1.93