Civic Intelligence

Kirkpatrick Charitable Trust

990PF • Fiscal year 2013 • EIN 47-6036304

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 25, 2013

Organization Profile
P O Box 64713 Trust Tax Services55164-0713
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

64th percentile

$13,516

Higher top officer pay than 64% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

39th percentile

-0.9%

Faster asset growth than 39% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$748,778

Down $6,638 (-0.9%) from 2012

Net Assets

Down

$748,778

Down $6,638 (-0.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$49,444

Up $2,090 (+4.4%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2011: $775,848Liabilities 2011: $0Net Assets 2011: $775,8482011Assets 2012: $755,416Liabilities 2012: $0Net Assets 2012: $755,4162012Assets 2013: $748,778Liabilities 2013: $0Net Assets 2013: $748,7782013Assets 2014: $782,134Liabilities 2014: $0Net Assets 2014: $782,1342014Assets 2015: $778,369Liabilities 2015: $0Net Assets 2015: $778,3692015Assets 2016: $753,099Liabilities 2016: $0Net Assets 2016: $753,0992016Assets 2017: $727,845Liabilities 2017: $0Net Assets 2017: $727,8452017Assets 2018: $726,060Liabilities 2018: $0Net Assets 2018: $726,0602018Assets 2019: $707,908Liabilities 2019: $0Net Assets 2019: $707,9082019Assets 2020: $675,075Liabilities 2020: $0Net Assets 2020: $675,0752020Assets 2021: $797,639Liabilities 2021: $0Net Assets 2021: $797,6392021Assets 2022: $760,458Liabilities 2022: $0Net Assets 2022: $760,4582022Assets 2023: $721,513Liabilities 2023: $0Net Assets 2023: $721,5132023Assets 2024: $695,356Liabilities 2024: $0Net Assets 2024: $695,3562024Assets 2025: $730,542Liabilities 2025: $0Net Assets 2025: $730,5422025

Highlighted filing

2013

Assets$748,778
Liabilities$0
Net Assets$748,778
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $36,9812011Expenses 2012: $47,3542012Expenses 2013: $49,4442013Revenue 2014: $85,415Expenses 2014: $52,058Net Income 2014: $33,3572014Revenue 2015: $50,106Expenses 2015: $53,868Net Income 2015: -$3,7622015Revenue 2016: $26,222Expenses 2016: $51,491Net Income 2016: -$25,2692016Revenue 2017: $22,073Expenses 2017: $47,324Net Income 2017: -$25,2512017Revenue 2018: $50,859Expenses 2018: $52,646Net Income 2018: -$1,7872018Revenue 2019: $34,059Expenses 2019: $52,221Net Income 2019: -$18,1622019Revenue 2020: $21,003Expenses 2020: $53,791Net Income 2020: -$32,7882020Revenue 2021: $176,681Expenses 2021: $54,056Net Income 2021: $122,6252021Revenue 2022: $24,701Expenses 2022: $61,882Net Income 2022: -$37,1812022Revenue 2023: $20,014Expenses 2023: $58,957Net Income 2023: -$38,9432023Revenue 2024: $29,139Expenses 2024: $55,300Net Income 2024: -$26,1612024Revenue 2025: $86,718Expenses 2025: $51,536Net Income 2025: $35,1822025

Highlighted filing

2013

Revenue-
Expenses$49,444
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 25, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Corporate TrusteePT$13,516-$13,516
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBELLEVUE UNIVERSITYGENERAL EDUCATIONPUBLICBELLEVUE, NE, US$23,800
Paid GrantKEVIN O'CONNOR SCHOLARSHIP FUNDGENERAL EDUCATIONPUBLICOMAHA, NE, US$6,800
Paid GrantEVANS SCHOLARSHIP FUNDGENERAL EDUCATIONPUBLICLINCOLN, NE, US$5,000
Filing and Contact Details

Filer

EIN
47-6036304
Raw XML Appendix384 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/StatementsRegardingActivities/StatesFiledWith0NE
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount223800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10EVANS SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11KEVIN O'CONNOR SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12BELLEVUE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20C/O DICK YOUNGSCAP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21C/O GREAT WESTERN BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine104120 TALIESIN DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine119290 WEST DODGE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121000 GALVIN ROAD SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LINCOLN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1OMAHA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BELLEVUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode068520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode168114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode268005
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear035600
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/AppliedToCurrentYear03074
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1035584
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted039341
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions038658
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY036267
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear035584
OtherIncomeSchedule2/OtherIncome/Description0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0391
OtherIncreasesSchedule/OtherIncreases/Amount02
OtherIncreasesSchedule/OtherIncreases/Description0ROUNDING
TaxesSchedule/Taxes/Amount0267
TaxesSchedule/Taxes/Amount16
TaxesSchedule/Taxes/Category0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0267
TaxesSchedule/Taxes/NetInvestmentIncome16
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0476036304
ReturnHeader/Filer/Name/BusinessNameLine10KIRKPATRICK CHARITABLE TR 58014680
ReturnHeader/Filer/NameControl0KIRK
ReturnHeader/Filer/Phone04029632154
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 64713 TRUST TAX SERVICES
ReturnHeader/Filer/USAddress/City0ST PAUL
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode0551640713
ReturnHeader/Officer/DateSigned02013-07-25
ReturnHeader/Officer/Name0KAREN BASSETT
ReturnHeader/Officer/Phone04029632154
ReturnHeader/Officer/Title0CORP. TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-09T12:24:34-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$748,778
Liabilities
$0
Net assets
$748,778
Revenue
-
Expenses
$49,444
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.87$0.52$0.35
2024Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.29$0.55$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.20$0.59$0.39
2022Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.25$0.62$0.37
2021Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$1.77$0.54$1.23
2020Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.21$0.54$0.33
2019Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.34$0.52$0.18
2018Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.51$0.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.22$0.47$0.25
2016Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.26$0.51$0.25
2015Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.50$0.54$0.04
2014Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.85$0.52$0.33
2013Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.49
2012Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.47
2011Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.37