Civic Intelligence

Max Kohl Charitable Trust No Ss2 Stephen a Solovy Charitable Trust

990PF • Fiscal year 2022 • EIN 93-0826225

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 11, 2023

Organization Profile
220 Sunrise Avenue 202Palm Beach, FL 33480

(561) 833-5050

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

29th percentile

-7.8%

Higher net margin than 29% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

49th percentile

-0.1%

Faster asset growth than 49% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-68%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$902,798

Down $557 (-0.1%) from 2021

Net Assets

Down

$902,798

Down $557 (-0.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin29th percentile

Revenue

Down

$7,162

Down $14,943 (-68%) from 2021

Expenses

Up

$7,719

Up $4,936 (+177%) from 2021

Net Income

Down

-$557

Down $19,879 (-103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2022

Assets$902,798
Liabilities$0
Net Assets$902,798
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$7,162
Expenses$7,719
Net Income-$557
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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
220 SUNRISE AVENUE 202, PALM BEACH, FL 33480

Signing Officer

Name
Stephen Kohl
Title
Foundation Manager
Phone
5618335050
Signed
2023-09-11
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 Appendix309 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/UndistributedIncomeGrp/TotalCorpusAmt010467
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0276964
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WORKS OF ART
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0325723
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0942000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12129
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2712
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LTG INVESTORS LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LTG INVESTORS LLC K-1 OTHER EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12129
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2712
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2712
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01277
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01277
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUST ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01277
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0446
TaxesSchedule/TaxesDetail/Amt1775
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX K-1 PASS THROUGH LTG
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX FOR 2021
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0446
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN KOHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05618335050
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX KOHL CHARITABLE TRUST NO SS2
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0D/B/A STEPHEN KOHL ART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOHL
ReturnHeader/Filer/EIN0930826225
ReturnHeader/Filer/PhoneNum05618335050
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 SUNRISE AVENUE 202
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
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/ReturnTs02023-09-11T08:01:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOHL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$902,798
Liabilities
$0
Net assets
$902,798
Revenue
$7,162
Expenses
$7,719
Net income
-$557
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