Civic Intelligence

William H Bentley Trust

990PF • Fiscal year 2011 • EIN 23-7425358

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 21, 2012

223 N Mill Street61764
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

83rd percentile

$557

Higher top officer pay than 83% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

55th percentile

0.9%

Faster asset growth than 55% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$174,259

Up $1,543 (+0.9%) from 2010

Net Assets

Up

$174,259

Up $1,543 (+0.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$8,234

Up $996 (+14%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $172,716Liabilities 2010: $0Net Assets 2010: $172,7162010Assets 2011: $174,259Liabilities 2011: $0Net Assets 2011: $174,2592011Assets 2012: $172,803Liabilities 2012: $0Net Assets 2012: $172,8032012Assets 2013: $173,931Liabilities 2013: $0Net Assets 2013: $173,9312013Assets 2015: $174,220Liabilities 2015: $0Net Assets 2015: $174,2202015Assets 2020: $156,703Liabilities 2020: $0Net Assets 2020: $156,7032020Assets 2021: $156,334Liabilities 2021: $0Net Assets 2021: $156,3342021

Highlighted filing

2011

Assets$174,259
Liabilities$0
Net Assets$174,259

Operations Trend

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $7,2382010Expenses 2011: $8,2342011Expenses 2012: $8,9302012Revenue 2013: $9,895Expenses 2013: $9,196Net Income 2013: $6992013Revenue 2015: $7,898Expenses 2015: $8,167Net Income 2015: -$2692015Revenue 2020: $8,370Expenses 2020: $12,377Net Income 2020: -$4,0072020Revenue 2021: $12,216Expenses 2021: $12,655Net Income 2021: -$4392021

Highlighted filing

2011

Revenue-
Expenses$8,234
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 21, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$557-$557
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMASONS LODGE #244caring for the poor, needy and sickCharitable Entities in Pontiac,IL,as well as churches and elderly care.QualifiedPONTIAC, IL, US$6,780
Filing and Contact Details

Filer

EIN
23-7425358
Raw XML Appendix209 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
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue050000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue130000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue230000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue360000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV044111
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV130397
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV233530
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV358949
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BANK OF AMERICA NOTE 5.25% 12/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1GOLDMAN SACHS 4.75% 07/15/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2GE CAP. 5.375% 10/20/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3GE CAP. 5% 11/15/18
InvestmentsOtherSchedule2/InvestmentsOther/BookValue04259
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Cash
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV04259
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0900003
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount08605
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount08605
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA08605
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome08605
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss06780
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm08605
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08605
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0371
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0725
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome08605
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss015
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome08605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss08234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome08605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses08605
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01454
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0168785
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0170000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0166987
IRS990PF/BalanceSheets/InvestmentsOtherBOY03931
IRS990PF/BalanceSheets/InvestmentsOtherEOY04259
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IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0174259
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IRS990PF/BalanceSheets/UnrestrictedBOY0172716
IRS990PF/BalanceSheets/UnrestrictedEOY0174259
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0371
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01172
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0174259
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0172716
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0174259
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0172
IRS990PF/DistributableAmount/TotalTax0172
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0114
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0172
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0172
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0172
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue058
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn0114
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0114
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0171246
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10FIRST FINANACIAL BANK TRUST DEPT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation0557
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10223 N MILL STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PONTIAC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode061764
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct086
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome086
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10FIRST FINANCIAL BANK TRUST DEPARTMENT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08158443171
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10223 N MILL STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PONTIAC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode061764
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount06780
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0caring for the poor, needy and sickCharitable Entities in Pontiac,IL,as well as churches and elderly care.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MASONS LODGE #244
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Qualified
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10220 W WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PONTIAC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode061764
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06780
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount0725
LegalFeesSchedule/LegalFees/Category0Blakeman& Schrock Legal Fees
OtherExpensesSchedule/OtherExpenses/Description0Illinois Charity Bureau
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherIncreasesSchedule/OtherIncreases/Amount01172
OtherIncreasesSchedule/OtherIncreases/Description0Change In Book Value
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0557
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Freestar Bank Fiduciary Fees
TaxesSchedule/Taxes/Amount0157
TaxesSchedule/Taxes/Category0US Treasury
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237425358
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM H BENTLEY TRUST
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone08158443171
ReturnHeader/Filer/USAddress/AddressLine10223 N MILL STREET
ReturnHeader/Filer/USAddress/City0PONTIAC
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode061764
ReturnHeader/Officer/DateSigned02012-04-21
ReturnHeader/Officer/Name0PATRICK W CROWLEY
ReturnHeader/Officer/Phone08158443171
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02012-05-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BLAKEMAN & SCHROCK LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10307 W WASHINGTON ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PONTIAC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0617641745
ReturnHeader/Preparer/Name0C THOMAS BLAKEMAN
ReturnHeader/Preparer/Phone08158446177
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-02T08:36:02-07:00

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