Civic Intelligence

William H Bentley Trust

990PF • Fiscal year 2012 • EIN 23-7425358

Jan 01, 2012 to Dec 31, 2012 • Filed on May 04, 2013

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.

2012 filings • <$500k 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

87th percentile

$1,140

Higher top officer pay than 87% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

46th percentile

-0.8%

Faster asset growth than 46% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$172,803

Down $1,456 (-0.8%) from 2011

Net Assets

Down

$172,803

Down $1,456 (-0.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$8,930

Up $696 (+8.5%) from 2011

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

2012

Assets$172,803
Liabilities$0
Net Assets$172,803

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

2012

Revenue-
Expenses$8,930
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 4, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,140-$1,140
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$6,854
Filing and Contact Details

Filer

EIN
23-7425358
Raw XML Appendix211 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue129760
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue229025
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue360000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV054695
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV130629
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV234315
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV367011
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/BookValue04018
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Cash
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV04018
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0900003
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount08665
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/BusinessCode0900003
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/UnrelatedBusinessIncomeAmount0-32
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount08633
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA08633
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome08665
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm08665
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08665
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-265
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0655
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome08665
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01140
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome08665
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome08665
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02076
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0170000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0168785
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IRS990PF/BalanceSheets/InvestmentsOtherBOY04259
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0174259
IRS990PF/BalanceSheets/TotalNetAssetsEOY0172803
IRS990PF/BalanceSheets/UnrestrictedBOY0174259
IRS990PF/BalanceSheets/UnrestrictedEOY0172803
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-265
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0-1191
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0172803
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0174259
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0172803
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0173
IRS990PF/DistributableAmount/TotalTax0173
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear093
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0266
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0173
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-266
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment093
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0173
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0173
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0266
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0190668
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/Compensation01140
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/AdjNonchrtblAssetsAndOnePct00
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/Amount06854
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/TotGrantOrContriPaidDuringYear06854
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/Amount0655
LegalFeesSchedule/LegalFees/Category0Blakeman& Schrock Legal Fees
OtherExpensesSchedule/OtherExpenses/Description0Illinois Charity Bureau
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherIncreasesSchedule/OtherIncreases/Amount0-1191
OtherIncreasesSchedule/OtherIncreases/Description0Change In Book Value
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01140
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0First Financial Bank Fiduciary Fees
TaxesSchedule/Taxes/Amount0266
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/DateSigned02013-05-04
ReturnHeader/Officer/Name0GARY BENNETT
ReturnHeader/Officer/Phone08158443171
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02013-05-09
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-09T06:48:21-07:00

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Filings