Civic Intelligence

Max Kohl Charitable Trust No Ss2 Stephen a Solovy Charitable Trust

990PF • Fiscal year 2014 • EIN 93-0826225

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

Organization Profile
340 Royal Poinciana Way No 305Palm Beach, FL 33480

(561) 833-5050

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,190,860

Up $20,785 (+1.8%) from 2013

Net Assets

Up

$1,190,860

Up $20,785 (+1.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin96th percentile

Revenue

Up

$25,439

Up $4,711 (+23%) from 2013

Expenses

Up

$4,654

Up $116 (+2.6%) from 2013

Net Income

Up

$20,785

Up $4,595 (+28%) from 2013

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 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

2014

Assets$1,190,860
Liabilities$0
Net Assets$1,190,860
Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

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

2014

Revenue$25,439
Expenses$4,654
Net Income$20,785
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

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

Filer

Filer Name
Max Kohl Charitable Trust No Ss2
EIN
93-0826225
Phone
5618335050
Address
340 ROYAL POINCIANA WAY NO 305, PALM BEACH, FL 33480

Signing Officer

Name
Stephen Kohl
Title
Foundation Manager
Phone
5618335050
Signed
2015-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
1601 FORUM PLACE 9TH FLOOR, WEST PALM BEACH, FL 33401
Preparer
Martin Cass
Phone
5616881600
Raw XML Appendix342 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/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09707
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/IndividualWithBooksNm0ESKO INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0340 ROYAL POINCIANA WAY STE 305
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033480
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05618335050
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S CHARITABLE ACTIVITY IS THE PROCUREMENT ANDPRESERVATION OF FINE ART. DURING 2014 THE FOUNDATIONPURCHASED ART WORK IN THE AMOUNT OF $7,110.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATION OWNS A COLLECTION OF CONTEMPORARY BRITISHPAINTINGS WHICH ARE ON LOAN TO THE CALIFORNIA STATEUNIVERSITY-FULLERTON.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0THE FOUNDATION OWNS A COLLECTION OF OLD MASTER DRAWINGSWHICH ARE ON LOAN TO THE MILWAUKEE ART MUSEUM.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0THE FOUNDATION OWNS A COLLECTION OF CONTEMPORARY ART WORKSWHICH WERE PREVIOUSLY ON LOAN TO THE HAGGERTY MUSEUM INMILWAUKEE BUT ARE CURRENTLY IN STORAGE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02597
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHEN KOHL
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0664854
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WORKS OF ART
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0671964
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01053610
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0366
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXP FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STORAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ILLINOIS ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SHIPPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FRAMING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2115
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt332
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4366
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0366
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0366
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt332
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUST ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01025
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN KOHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05618335050
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX KOHL CHARITABLE TRUST NO SS2
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ESKO PROPERTIES
ReturnHeader/Filer/BusinessNameControlTxt0MAXK
ReturnHeader/Filer/EIN0930826225
ReturnHeader/Filer/PhoneNum05618335050
ReturnHeader/Filer/USAddress/AddressLine1Txt0340 ROYAL POINCIANA WAY NO 305
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 FORUM PLACE 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05616881600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN CASS
ReturnHeader/ReturnTs02015-08-14T13:21:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,190,860
Liabilities
$0
Net assets
$1,190,860
Revenue
$25,439
Expenses
$4,654
Net income
$20,785
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