Civic Intelligence

Max Kohl Charitable Trust No Ss2 Stephen a Solovy Charitable Trust

990PF • Fiscal year 2012 • EIN 93-0826225

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 21, 2013

Organization Profile
340 Royal Poinciana Way No 30533480
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

58th percentile

2.4%

Faster asset growth than 58% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,153,885

Up $26,770 (+2.4%) from 2011

Net Assets

Up

$1,153,885

Up $26,770 (+2.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$8,405

Down $111 (-1.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,127,115Liabilities 2011: $0Net Assets 2011: $1,127,1152011Assets 2012: $1,153,885Liabilities 2012: $0Net Assets 2012: $1,153,8852012Assets 2013: $1,170,075Liabilities 2013: $0Net Assets 2013: $1,170,0752013Assets 2014: $1,190,860Liabilities 2014: $0Net Assets 2014: $1,190,8602014Assets 2015: $1,203,927Liabilities 2015: $0Net Assets 2015: $1,203,9272015Assets 2016: $1,203,419Liabilities 2016: $0Net Assets 2016: $1,203,4192016Assets 2017: $1,209,217Liabilities 2017: $0Net Assets 2017: $1,209,2172017Assets 2018: $814,051Liabilities 2018: $0Net Assets 2018: $814,0512018Assets 2019: $848,640Liabilities 2019: $0Net Assets 2019: $848,6402019Assets 2020: $884,033Liabilities 2020: $0Net Assets 2020: $884,0332020Assets 2021: $903,355Liabilities 2021: $0Net Assets 2021: $903,3552021Assets 2022: $902,798Liabilities 2022: $0Net Assets 2022: $902,7982022Assets 2023: $983,475Liabilities 2023: $72,487Net Assets 2023: $910,9882023Assets 2024: $1,072,928Liabilities 2024: $0Net Assets 2024: $1,072,9282024

Highlighted filing

2012

Assets$1,153,885
Liabilities$0
Net Assets$1,153,885
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $8,5162011Expenses 2012: $8,4052012Revenue 2013: $20,728Expenses 2013: $4,538Net Income 2013: $16,1902013Revenue 2014: $25,439Expenses 2014: $4,654Net Income 2014: $20,7852014Revenue 2015: $17,841Expenses 2015: $4,774Net Income 2015: $13,0672015Revenue 2016: $7,651Expenses 2016: $8,159Net Income 2016: -$5082016Revenue 2017: $23,886Expenses 2017: $18,088Net Income 2017: $5,7982017Revenue 2018: $1,920Expenses 2018: $397,086Net Income 2018: -$395,1662018Revenue 2019: $36,717Expenses 2019: $2,128Net Income 2019: $34,5892019Revenue 2020: $44,085Expenses 2020: $8,692Net Income 2020: $35,3932020Revenue 2021: $22,105Expenses 2021: $2,783Net Income 2021: $19,3222021Revenue 2022: $7,162Expenses 2022: $7,719Net Income 2022: -$5572022Revenue 2023: $11,430Expenses 2023: $3,240Net Income 2023: $8,1902023Revenue 2024: $165,986Expenses 2024: $4,046Net Income 2024: $161,9402024

Highlighted filing

2012

Revenue-
Expenses$8,405
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 21, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN KOHLFoundation Manager-$0--
Filing and Contact Details

Filer

EIN
93-0826225
Raw XML Appendix346 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/SummaryOfDirectCharitableActy/Description20THE FOUNDATION OWNS A COLLECTION OF CONTEMPORARY BRITISHPAINTINGS WHICH ARE ON LOAN TO THE CALIFORNIA STATEUNIVERSITY-FULLERTON.
IRS990PF/SummaryOfDirectCharitableActy/Description30THE FOUNDATION OWNS A COLLECTION OF OLD MASTER DRAWINGSWHICH ARE ON LOAN TO THE MILWAUKEE ART MUSEUM.
IRS990PF/SummaryOfDirectCharitableActy/Description40THE FOUNDATION OWNS A COLLECTION OF CONTEMPORARY ART WORKSWHICH WERE PREVIOUSLY ON LOAN TO THE HAGGERTY MUSEUM INMILWAUKEE BUT ARE CURRENTLY IN STORAGE.
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
OtherAssetsSchedule/OtherAssets/BOYBookValue0602354
OtherAssetsSchedule/OtherAssets/Description0WORKS OF ART
OtherAssetsSchedule/OtherAssets/EOYBookValue0602354
OtherAssetsSchedule/OtherAssets/EOYFMV0984000
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome083
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome1720
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome215
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome3320
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome4275
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT EXP FROM K-1
OtherExpensesSchedule/OtherExpenses/Description1STORAGE FEES
OtherExpensesSchedule/OtherExpenses/Description2ILLINOIS ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpenses/Description3FRAMING & CONSERVATION
OtherExpensesSchedule/OtherExpenses/Description4SHIPPING
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1720
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps215
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps3320
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps4275
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome083
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome40
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks083
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1720
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks215
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3320
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4275
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome01092
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01092
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUST ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps01092
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01092
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount01400
TaxesSchedule/Taxes/Category0FEDERAL TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0930826225
ReturnHeader/Filer/Name/BusinessNameLine10MAX KOHL CHARITABLE TRUST NO SS2
ReturnHeader/Filer/Name/BusinessNameLine20C/O ESKO PROPERTIES
ReturnHeader/Filer/NameControl0MAXK
ReturnHeader/Filer/Phone05618335050
ReturnHeader/Filer/USAddress/AddressLine10340 ROYAL POINCIANA WAY NO 305
ReturnHeader/Filer/USAddress/City0PALM BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033480
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-08-21
ReturnHeader/Officer/Name0STEPHEN KOHL
ReturnHeader/Officer/Phone05618335050
ReturnHeader/Officer/Title0FOUNDATION MANAGER
ReturnHeader/PreparerFirm/EIN0651062881
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALPERN ROSENTHAL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10440 COLUMBIA DR SUITE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WEST PALM BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0334091968
ReturnHeader/Preparer/Name0MICHAEL S LEONE
ReturnHeader/Preparer/Phone05616897888
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-26T07:58:14-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,153,885
Liabilities
$0
Net assets
$1,153,885
Revenue
-
Expenses
$8,405
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.17$0.00$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.07$0.91$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02$0.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.01$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.00$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.40$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.02$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.03$0.00$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.02$0.00$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.01