Civic Intelligence

Charles S Muller Charitable Remainder Unitr 010194

990PF • Fiscal year 2024 • EIN 95-6989195

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 20, 2025

Organization Profile
US Bank Na PO Box 2043Milwaukee, WI 53201

(608) 252-4276

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

35%

Higher net margin than 81% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$20,151

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

3.0%

Faster asset growth than 49% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,275,839

Up $37,246 (+3.0%) from 2023

Net Assets

$1,275,839

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin81st percentile

Revenue

Up

$103,530

Up $106,752 (+3313%) from 2023

Expenses

Down

$66,828

Down $16,742 (-20%) from 2023

Net Income

Up

$36,702

Up $123,494 (+142%) from 2023

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: $1,108,367Liabilities 2011: $02011Assets 2012: $1,090,788Liabilities 2012: $02012Assets 2013: $1,124,297Liabilities 2013: $02013Assets 2014: $1,236,578Liabilities 2014: $0Net Assets 2014: $1,236,5782014Assets 2015: $1,239,212Liabilities 2015: $0Net Assets 2015: $1,239,2122015Assets 2016: $1,240,863Liabilities 2016: $0Net Assets 2016: $1,240,8632016Assets 2017: $1,255,087Liabilities 2017: $0Net Assets 2017: $1,255,0872017Assets 2018: $1,299,106Liabilities 2018: $0Net Assets 2018: $1,299,1062018Assets 2019: $1,331,690Liabilities 2019: $0Net Assets 2019: $1,331,6902019Assets 2020: $1,316,783Liabilities 2020: $12020Assets 2021: $1,364,328Liabilities 2021: $0Net Assets 2021: $1,364,3282021Assets 2022: $1,325,096Liabilities 2022: $0Net Assets 2022: $1,325,0962022Assets 2023: $1,238,593Liabilities 2023: $12023Assets 2024: $1,275,839Liabilities 2024: $0Net Assets 2024: $1,275,8392024

Highlighted filing

2024

Assets$1,275,839
Liabilities$0
Net Assets$1,275,839
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2011: $54,516Expenses 2011: $66,555Net Income 2011: -$12,0392011Revenue 2012: $53,654Expenses 2012: $71,074Net Income 2012: -$17,4202012Revenue 2013: $105,643Expenses 2013: $72,910Net Income 2013: $32,7332013Revenue 2014: $191,059Expenses 2014: $78,445Net Income 2014: $112,6142014Revenue 2015: $91,715Expenses 2015: $89,051Net Income 2015: $2,6642015Revenue 2016: $77,258Expenses 2016: $77,759Net Income 2016: -$5012016Revenue 2017: $98,415Expenses 2017: $83,986Net Income 2017: $14,4292017Revenue 2018: $132,034Expenses 2018: $88,880Net Income 2018: $43,1542018Revenue 2019: $121,344Expenses 2019: $87,932Net Income 2019: $33,4122019Revenue 2020: $73,693Expenses 2020: $88,675Net Income 2020: -$14,9822020Revenue 2021: $131,912Expenses 2021: $84,357Net Income 2021: $47,5552021Revenue 2022: $42,128Expenses 2022: $81,149Net Income 2022: -$39,0212022Revenue 2023: -$3,222Expenses 2023: $83,570Net Income 2023: -$86,7922023Revenue 2024: $103,530Expenses 2024: $66,828Net Income 2024: $36,7022024

Highlighted filing

2024

Revenue$103,530
Expenses$66,828
Net Income$36,702
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 20, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrusteePT$20,151-$20,151
Filing and Contact Details

Filer

Filer Name
Charles Smuller Charitable Remainder Tr
EIN
95-6989195
Phone
6082524276
Address
US BANK NA PO BOX 2043, MILWAUKEE, WI 53201

Signing Officer

Name
Peter Buss
Title
President
Signed
2025-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Adel Moussa
Address
12815 Caswell Avenue Suite 2, Los Angeles, CA 90066
Preparer
Adel Moussa
Phone
3106216607
Raw XML Appendix264 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE STATE OF CALIFORNIA HAS NOTIFIED THE TRUST THAT THE ANNUAL REPORTING REQUIREMENT HAS BEEN WAIVED BECAUSE IT FALLS WITHIN THE FOLLOWING EXCEPTION:A CORPORATE TRUSTEE SUBJECT TO THE JURISDICTION OF THE COMMISSIONER OF FINANCIAL INSTITUTIONS OF THE STATE OF CALIFORNIA UNDER DIVISION 1(COMMENCING WITH SECTION 99) OF THE FINANCIAL CODE OR TO THE COMPTROLLER OF THE CURRENCY OF THE UNITED STATES.
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED SCHEDULE2
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SECTION 897 CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIV
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt057891
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt036702
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0544
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt073898
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01266
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMER FRIENDS OF HEBREW UN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0199 WATER STREET 11TH FLOOR
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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/AppliedToCurrentYearAmt054030
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05736
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015721
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015721
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02881
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01144
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Income
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01409
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0658
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0658
OtherIncreasesSchedule/OtherIncreasesDetail/Amt046
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1196
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2302
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCISE TAX REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1IRRECONCILABLE DIFFERENCE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2RETURN OF CAPITAL POSTED TO INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01725
TaxesSchedule/TaxesDetail/Amt0350
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - 24 ESTIMATE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Buss
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES SMULLER CHARITABLE REMAINDER TR
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0956989195
ReturnHeader/Filer/PhoneNum06082524276
ReturnHeader/Filer/USAddress/AddressLine1Txt0US BANK NA PO BOX 2043
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954893068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adel Moussa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012815 Caswell Avenue Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090066
ReturnHeader/PreparerPersonGrp/PhoneNum03106216607
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adel Moussa
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-20T13:00:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,275,839
Liabilities
$0
Net assets
$1,275,839
Revenue
$103,530
Expenses
$66,828
Net income
$36,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.10$0.07$0.04
2023Summary only. Only limited summary data is available for this year.$1.24$0.00$0.00$0.08$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.04$0.08$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.13$0.08$0.05
2020Summary only. Only limited summary data is available for this year.$1.32$0.00$0.07$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.12$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.13$0.09$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.10$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.08$0.08$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.19$0.08$0.11
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$0.11$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.05$0.07$0.01