Joseph O Neuhoff Sr Charitable Trust

990PF • Fiscal year 2013 • EIN 75-6150214

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization Profile

5950 Berkshire Lane75225

(214) 692-6800

Siviq Scores

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

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

44%

Higher net margin than 85% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

$12,183

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

8.6%

Faster asset growth than 70% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

49%

Faster revenue growth than 82% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets27th percentile

Assets

$2,338,592

Up $184,873 (+8.6%) from 2012

Net Assets

$2,338,592

Up $184,873 (+8.6%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin85th percentile

Revenue

$327,571

No earlier filing loaded for comparison.

Expenses

Down

$182,875

Down $9,680 (-5.0%) from 2012

Net Income

$144,696

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2013

Assets$2,338,592

Liabilities$0

Net Assets$2,338,592

Open 2013 Filing

Operations Trend

Revenue Growth82nd percentile

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

Highlighted filing

2013

Revenue$327,571

Expenses$182,875

Net Income$144,696

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Nov 17, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOSEPH O NEUHOFF JR	Trustee	-	$12,183	-	$12,183
REBECCA NEUHOFF	Trustee	-	$12,183	-	$12,183

Filing and Contact Details

Filer

EIN: 75-6150214

Signing Officer

Name: Joseph O Neuhoff Jr
Title: Trustee
Signed: 2014-11-17
Discuss with paid preparer: Yes

Preparer

Preparer: John L Wagner
Phone: 2146926800

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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/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	112994
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	68
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	Book to Tax Difference
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	1591
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	34041
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1591
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	34041
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ROCKWOOD INVESTMENT PARTNERS K-1
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1591
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	34041
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	6683
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	615
TaxesSchedule/TaxesDetail/Amt	0	6683
TaxesSchedule/TaxesDetail/Amt	1	615
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Income Tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	6683
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	615
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOSEPH O NEUHOFF JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Joseph O Neuhoff Sr Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	JOSE
ReturnHeader/Filer/EIN	0	756150214
ReturnHeader/Filer/USAddress/AddressLine1	0	5950 Berkshire Lane
ReturnHeader/Filer/USAddress/City	0	Dallas
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	75225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Wagner Eubank & Nichols LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	5950 Berkshire Ln 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	75225
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2146926800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	John L Wagner
ReturnHeader/ReturnTs	0	2014-11-17T09:08:23-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $2,338,592
Liabilities: $0
Net assets: $2,338,592
Revenue: $327,571
Expenses: $182,875
Net income: $144,696

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.15	$0.00	$2.15	$0.18	$0.31	$0.12
2023Detailed filing. Detailed filing data is available for this year.	$2.01	$0.00	$2.01	$0.07	$0.31	$0.24
2022Detailed filing. Detailed filing data is available for this year.	$2.24	$0.00	$2.24	$0.12	$0.32	$0.20
2021Detailed filing. Detailed filing data is available for this year.	$2.44	$0.00	$2.44	$0.32	$0.31	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$2.43	$0.00	$2.43	$0.17	$0.28	$0.44
2019Detailed filing. Detailed filing data is available for this year.	$2.87	$0.00	$2.87	$0.21	$0.28	$0.08
2018Detailed filing. Detailed filing data is available for this year.	$2.95	$0.00	$2.95	$0.32	$0.23	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$2.86	$0.00	$2.86	$0.60	$0.20	$0.40
2016Detailed filing. Detailed filing data is available for this year.	$2.46	$0.00	$2.46	$0.27	$0.19	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$2.37	$0.00	$2.37	$0.17	$0.24	$0.07
2014Detailed filing. Detailed filing data is available for this year.	$2.45	$0.00	$2.45	$0.35	$0.24	$0.11
2013Detailed filing. Detailed filing data is available for this year.	$2.34	$0.00	$2.34	$0.33	$0.18	$0.14
2012Detailed filing. Detailed filing data is available for this year.	$2.15	$0.00	$2.15		$0.19
2011Summary only. Only limited summary data is available for this year.	$2.01	$0.00		$0.15	$0.19	$0.04