Civic Intelligence

James Rutlader Charitable Foundation Trust Agreement

990PF • Fiscal year 2016 • EIN 48-1196555

Jan 01, 2016 to Dec 31, 2016 • Filed on May 23, 2017

Organization Profile
PO Box BPaola, KS 66071

(913) 259-2110

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-113%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$2,303

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 40.8% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

39th percentile

-3.5%

Faster asset growth than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-6.1%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$152,502

Down $5,450 (-3.5%) from 2015

Net Assets

Down

$152,502

Down $5,450 (-3.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Down

$5,647

Down $365 (-6.1%) from 2015

Expenses

Up

$12,030

Up $58 (+0.5%) from 2015

Net Income

Down

-$6,383

Down $423 (-7.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300K$200K$100K$0Assets 2011: $182,073Liabilities 2011: $0Net Assets 2011: $182,0732011Assets 2012: $176,302Liabilities 2012: $0Net Assets 2012: $176,3022012Assets 2013: $167,596Liabilities 2013: $0Net Assets 2013: $167,5962013Assets 2014: $163,814Liabilities 2014: $0Net Assets 2014: $163,8142014Assets 2015: $157,952Liabilities 2015: $0Net Assets 2015: $157,9522015Assets 2016: $152,502Liabilities 2016: $0Net Assets 2016: $152,5022016Assets 2017: $145,163Liabilities 2017: $0Net Assets 2017: $145,1632017Assets 2018: $142,363Liabilities 2018: $0Net Assets 2018: $142,3632018Assets 2019: $195,878Liabilities 2019: $0Net Assets 2019: $195,8782019Assets 2020: $185,464Liabilities 2020: $0Net Assets 2020: $185,4642020Assets 2021: $201,046Liabilities 2021: $0Net Assets 2021: $201,0462021Assets 2022: $182,226Liabilities 2022: $763Net Assets 2022: $181,4632022Assets 2023: $180,635Liabilities 2023: $83Net Assets 2023: $180,5522023Assets 2024: $179,457Liabilities 2024: $0Net Assets 2024: $179,4572024

Highlighted filing

2016

Assets$152,502
Liabilities$0
Net Assets$152,502
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

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

$100K$50K$0-$50KExpenses 2011: $10,0892011Expenses 2012: $11,3002012Revenue 2013: $5,407Expenses 2013: $11,863Net Income 2013: -$6,4562013Revenue 2014: $6,055Expenses 2014: $11,953Net Income 2014: -$5,8982014Revenue 2015: $6,012Expenses 2015: $11,972Net Income 2015: -$5,9602015Revenue 2016: $5,647Expenses 2016: $12,030Net Income 2016: -$6,3832016Revenue 2017: $5,425Expenses 2017: $12,763Net Income 2017: -$7,3382017Revenue 2018: $5,435Expenses 2018: $8,235Net Income 2018: -$2,8002018Revenue 2019: $65,593Expenses 2019: $12,078Net Income 2019: $53,5152019Revenue 2020: $4,282Expenses 2020: $14,697Net Income 2020: -$10,4152020Revenue 2021: $27,453Expenses 2021: $12,881Net Income 2021: $14,5722021Revenue 2022: -$4,451Expenses 2022: $15,131Net Income 2022: -$19,5822022Revenue 2023: $11,547Expenses 2023: $12,458Net Income 2023: -$9112023Revenue 2024: $9,487Expenses 2024: $10,583Net Income 2024: -$1,0962024

Highlighted filing

2016

Revenue$5,647
Expenses$12,030
Net Income-$6,383
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST OPTION BANKSuccessor-Trustee-$2,303-$2,303
Filing and Contact Details

Filer

Filer Name
James Rutlader Charitable Foundation
EIN
48-1196555
Phone
9132592110
Address
PO BOX B, PAOLA, KS 66071

Signing Officer

Name
Kathy Lovig
Title
Trust Officer
Phone
9132592110
Signed
2017-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Agler & Gaeddert Chartered
Address
PO BOX 1020, OTTAWA, KS 66067
Preparer
Lucille L Hinderliter CPA
Phone
7852423170
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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09803
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt044
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09803
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIRST OPTION BANK TRUST DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PAOLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066071
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09132592110
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02439
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12439
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0B'NAI BRITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WORLD JEWISH CONGRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01640 RHODE ISLAND AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1501 MADISON AVENUE 17TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04878
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04925
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04878
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09803
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04878
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CARE OF PUBLIC CEMETERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04060
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04060
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0933
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS
TaxesSchedule/TaxesDetail/Amt039
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY LOVIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09132592110
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES RUTLADER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST OPTION BANKTRUST DEPTTRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0481196555
ReturnHeader/Filer/PhoneNum09132592110
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX B
ReturnHeader/Filer/USAddress/CityNm0PAOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066071
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A5CC8DA8A3D486083BE04D04320C0CCBBEE0BD64
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A5CC8DA8A3D486083BE04D04320C0CCBBEE0BD64
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.204.204.122
ReturnHeader/FilingSecurityInformation/IPDt02017-05-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:48:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480894999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGLER & GAEDDERT CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1020
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OTTAWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066067
ReturnHeader/PreparerPersonGrp/PhoneNum07852423170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCILLE L HINDERLITER CPA
ReturnHeader/ReturnTs02017-05-23T10:49:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,502
Liabilities
$0
Net assets
$152,502
Revenue
$5,647
Expenses
$12,030
Net income
-$6,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.12$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.01$1.81$0.04$0.15$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.27$0.13$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.04$0.15$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.66$0.12$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.05$0.13$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.06$0.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.12$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.05$0.12$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.10