Maurice C Funk Second Amendment Trust Agreement

990PF • Fiscal year 2019 • EIN 27-6760929

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 08, 2020

Organization Profile

1211 West MortonJacksonville, IL 62650

(217) 245-4111

Siviq Scores

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

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

-74%

Higher net margin than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

$8,986

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

1.0%

Faster asset growth than 45% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

2.1%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

$1,172,554

Up $12,128 (+1.0%) from 2018

Net Assets

$1,172,554

Up $12,128 (+1.0%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin8th percentile

Revenue

$50,663

Up $1,056 (+2.1%) from 2018

Expenses

Down

$88,159

Down $3,153 (-3.5%) from 2018

Net Income

-$37,496

Up $4,209 (+10%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2019

Assets$1,172,554

Liabilities$0

Net Assets$1,172,554

Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

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

Highlighted filing

2019

Revenue$50,663

Expenses$88,159

Net Income-$37,496

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Jun 8, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$8,986	-	$8,986
-	Trustee	-	$876	-	$876

Filing and Contact Details

Filer

Filer Name: Maurice C Funk Second Amendment Trust Agreement
EIN: 27-6760929
Phone: 2172454111
Address: 1211 West Morton, Jacksonville, IL 62650

Signing Officer

Name: Mary N Fergurson
Title: Trust Officer
Phone: 2172454111
Signed: 2020-06-08
Discuss with paid preparer: Yes

Preparer

Firm: Rammelkamp Bradney Pc
Address: 232 W STATE ST, JACKSONVILLE, IL 62650
Preparer: Anthony J DelGiorno
Phone: 2175226000

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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	General letter of request for assistance from resident, family, or facility director at Barton W. Stone Home, n/k/a Heritage Health of Jacksonville, IL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Mary Fergurson CNB Bank and Trust N
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	2172454111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	1211 West Morton Ave
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Jacksonville
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	62650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Must be Medicaid recipient who cannot afford needed goods or services and for which government assistance is not available.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	872
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	73731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	FBO indigent nursing home residents
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	charitable distribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	FBO indigentnursing home residenthearing aids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	FBO indigent nursing home residenteyeglasses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	FBO indigentnursing home residentsdentures
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Heritage Health Therapy and Senior Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Passavant Area Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Central Illinois Hearing LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	International Eyecare Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	Select One Day Dentures
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	non charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	non charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	non charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	non charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	873 Grove St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1600 W Walnut
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1515 West Walnut No 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1689 West Morton Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	1201 W Walnut St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	62650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	62650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	62650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	62650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	62650
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	77259
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	76029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	91312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	94983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	6838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	69255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	69255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	281292
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	88159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	91312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	94983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	6838
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	88159
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	88159
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	350547
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	262388
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	76029
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Rammelkamp Bradney Law Office Tax and Regulatory Compliance
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	975
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	49624
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	market fluctuation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	290
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	3247
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Jacksonville Savings Bank Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	CNB Bank and Trust, NA Investment Management Fees
TaxesSchedule/TaxesDetail/Amt	0	15
TaxesSchedule/TaxesDetail/Amt	1	48
TaxesSchedule/TaxesDetail/CategoryTxt	0	IL Attorney General Annual Report Fee
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Tax on Dividends w/h
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	15
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	48
ReturnHeader/BuildTS	0	2020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Mary N Fergurson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2172454111
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MAURICE C FUNK SECOND AMENDMENT TRUST AGREEMENT
ReturnHeader/Filer/BusinessNameControlTxt	0	MAUR
ReturnHeader/Filer/EIN	0	276760929
ReturnHeader/Filer/PhoneNum	0	2172454111
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1211 West Morton
ReturnHeader/Filer/USAddress/CityNm	0	Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	62650
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	A0A377A045A83A9BDC7F25464AB9792F0BF3F8BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	A0A377A045A83A9BDC7F25464AB9792F0BF3F8BA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	12.208.151.79
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-06-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	PD
ReturnHeader/FilingSecurityInformation/IPTm	0	14:53:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	RAMMELKAMP BRADNEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	232 W STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	62650
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2175226000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Anthony J DelGiorno
ReturnHeader/ReturnTs	0	2020-06-15T14:53:10-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,172,554
Liabilities: $0
Net assets: $1,172,554
Revenue: $50,663
Expenses: $88,159
Net income: -$37,496

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021Detailed filing. Detailed filing data is available for this year.	$1.22	$0.00	$1.22	$0.10	$0.07	$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.24	$0.00	$1.24	$0.19	$0.07	$0.12
2019Detailed filing. Detailed filing data is available for this year.	$1.17	$0.00	$1.17	$0.05	$0.09	$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.16	$0.00	$1.16	$0.05	$0.09	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$1.17	$0.00	$1.17	$0.10	$0.09	$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.20	$0.00	$1.20	$0.05	$0.09	$0.04
2013Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$0.06	$0.07	$0.01