Civic Intelligence

Jacob C Koch Charitable Trust

990PF • Fiscal year 2024 • EIN 61-6128462

Jun 01, 2023 to May 31, 2024 • Filed on Oct 03, 2024

Organization Profile
C/O Stock Yards Bk Tr CO P O BoxLouisville, KY 40232-4290

(502) 625-2282

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$14,773

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 35.1% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

3.1%

Faster asset growth than 51% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$870,479

Up $26,122 (+3.1%) from 2023

Net Assets

Up

$870,479

Up $26,122 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin92nd percentile

Revenue

Down

$42,125

Down $10,584 (-20%) from 2023

Expenses

Down

$15,993

Down $125,850 (-89%) from 2023

Net Income

Up

$26,132

Up $115,266 (+129%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,226,291Liabilities 2012: $02012Assets 2013: $1,187,872Liabilities 2013: $02013Assets 2014: $1,218,464Liabilities 2014: $02014Assets 2015: $1,229,611Liabilities 2015: $02015Assets 2016: $1,175,030Liabilities 2016: $02016Assets 2020: $1,059,290Liabilities 2020: $02020Assets 2021: $997,440Liabilities 2021: $0Net Assets 2021: $997,4402021Assets 2022: $933,497Liabilities 2022: $0Net Assets 2022: $933,4972022Assets 2023: $844,357Liabilities 2023: $0Net Assets 2023: $844,3572023Assets 2024: $870,479Liabilities 2024: $0Net Assets 2024: $870,4792024Assets 2025: $854,182Liabilities 2025: $0Net Assets 2025: $854,1822025

Highlighted filing

2024

Assets$870,479
Liabilities$0
Net Assets$870,479
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$100K$0-$100KRevenue 2012: $145,990Expenses 2012: $93,918Net Income 2012: $52,0722012Revenue 2013: $59,509Expenses 2013: $99,324Net Income 2013: -$39,8152013Revenue 2014: $123,936Expenses 2014: $93,343Net Income 2014: $30,5932014Revenue 2015: $115,946Expenses 2015: $104,750Net Income 2015: $11,1962015Revenue 2016: $47,306Expenses 2016: $101,851Net Income 2016: -$54,5452016Revenue 2020: $30,074Expenses 2020: $110,853Net Income 2020: -$80,7792020Revenue 2021: $56,498Expenses 2021: $118,668Net Income 2021: -$62,1702021Revenue 2022: $94,868Expenses 2022: $158,807Net Income 2022: -$63,9392022Revenue 2023: $52,709Expenses 2023: $141,843Net Income 2023: -$89,1342023Revenue 2024: $42,125Expenses 2024: $15,993Net Income 2024: $26,1322024Revenue 2025: $125,803Expenses 2025: $142,009Net Income 2025: -$16,2062025

Highlighted filing

2024

Revenue$42,125
Expenses$15,993
Net Income$26,132
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 3, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STOCK YARDS BANK TRUST COTrustee-$14,773-$14,773
JEFF FILCIKVice Pres-$0--
KATHY THOMPSONSr V P-$0--
LEONARD KAUFMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jacob C Koch Charitable Trust
EIN
61-6128462
Phone
5026252282
Address
C/O STOCK YARDS BK TR CO P O BOX, LOUISVILLE, KY 40232-4290

Signing Officer

Name
Cynthia Walters
Title
Trustee
Phone
5026252282
Signed
2024-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606
Preparer
Donna S Gikas
Phone
3128792000
Raw XML Appendix297 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.

Path#Value
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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
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04593
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt048053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt073323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt079415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt040334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt048053
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0213474
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt073323
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt079415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt040334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020402
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04593
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0213474
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0261527
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0282
TaxesSchedule/TaxesDetail/Amt138
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0282
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt138
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05026252282
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOB C KOCH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KOCH
ReturnHeader/Filer/EIN0616128462
ReturnHeader/Filer/PhoneNum05026252282
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O STOCK YARDS BK TR CO P O BOX
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402324290
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA S GIKAS
ReturnHeader/ReturnTs02024-10-14T14:01:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$870,479
Liabilities
$0
Net assets
$870,479
Revenue
$42,125
Expenses
$15,993
Net income
$26,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.13$0.14$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09$0.16$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.12$0.06
2020Summary only. Only limited summary data is available for this year.$1.06$0.00$0.03$0.11$0.08
2016Summary only. Only limited summary data is available for this year.$1.18$0.00$0.05$0.10$0.05
2015Summary only. Only limited summary data is available for this year.$1.23$0.00$0.12$0.10$0.01
2014Summary only. Only limited summary data is available for this year.$1.22$0.00$0.12$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.19$0.00$0.06$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.15$0.09$0.05