Civic Intelligence

James Mcgregor Educational Institutions Endowment Fund Trust

990 • Fiscal year 2020 • EIN 35-6011751

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization ProfileN/A
PO Box 540Terre Haute, IN 47808-0540

(812) 238-6257

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$11,536

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 31.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

$1,161,498

No earlier filing loaded for comparison.

Net Assets

$1,161,498

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin82nd percentile

Revenue

$37,189

No earlier filing loaded for comparison.

Expenses

$25,764

No earlier filing loaded for comparison.

Net Income

$11,425

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2020: $1,161,498Liabilities 2020: $0Net Assets 2020: $1,161,4982020Assets 2021: $1,210,827Liabilities 2021: $0Net Assets 2021: $1,210,8272021Assets 2022: $1,137,940Liabilities 2022: $0Net Assets 2022: $1,137,9402022Assets 2023: $1,248,372Liabilities 2023: $0Net Assets 2023: $1,248,3722023Assets 2024: $1,359,484Liabilities 2024: $0Net Assets 2024: $1,359,4842024

Highlighted filing

2020

Assets$1,161,498
Liabilities$0
Net Assets$1,161,498
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2020: $37,189Expenses 2020: $25,764Net Income 2020: $11,4252020Revenue 2021: $89,344Expenses 2021: $23,415Net Income 2021: $65,9292021Revenue 2022: $14,796Expenses 2022: $23,555Net Income 2022: -$8,7592022Revenue 2023: $50,200Expenses 2023: $29,774Net Income 2023: $20,4262023Revenue 2024: $56,055Expenses 2024: $41,415Net Income 2024: $14,6402024

Highlighted filing

2020

Revenue$37,189
Expenses$25,764
Net Income$11,425
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Gross Receipts
$391,755
Mission and Program Overview

Mission

The net income of the trust is distributed annually to help support Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology, which are located in Terre Haute, Indiana.

See Schedule OThe net income of the trust is distributed annually to help support Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology, which are located in Terre Haute, Indiana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,052,539$1,161,498▲ $108,959
Investments in Publicly Traded Securities$933,728$1,029,207▲ $95,479
Savings and Temporary Cash Investments$15,904$29,541▲ $13,637
Cash and Non-Interest-Bearing Accounts$407$250▼ $157
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,052,539$1,161,498▲ $108,959
Other Assets Total$102,500$102,500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,052,539$1,161,498▲ $108,959
Total Liabilities and Net Assets / Fund Balance$1,052,539$1,161,498▲ $108,959

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,500--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
-Trustee$11,536$11,536
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,189
Other Revenue
$0
Change in Net Assets
$11,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,536
Grants and Similar Amounts Paid$10,285
Other Expenses$3,943
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$11,536-$11,536
Grants to Domestic Orgs$10,285--$10,285
Fees for Services Accounting-$425-$425
Insurance-$194-$194
Other Expenses-$82-$82
Total Functional Expenses$10,285$15,479$0$25,764
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose-Hulman Institute of TechTerre Haute, IN-To support the educational institution.$7,713
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Line 11b Explanation - Form 990 is prepared by Sackrider & Company, Inc. The return is reviewed by the administrator of the account at First Financial Bank N.A.”

Form 990, Part VI, Section C, line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
James McGregor Educational Institutions
EIN
35-6011751
Phone
8122386257
Address
PO Box 540, Terre Haute, IN 47808-0540

Signing Officer

Name
First Financial Bank NA
Title
Trustee
Phone
8122386257
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1938
Legal Domicile
In
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Ave, Terre Haute, IN 47807
Preparer
Eleanor M Caldwell CPA
Phone
8122329492
Raw XML Appendix323 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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IRS990/ActivityOrMissionDesc0See Schedule OThe net income of the trust is distributed annually to help support Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology, which are located in Terre Haute, Indiana.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trust document requires 75% of the net income to be paid to Rose-Hulman Institute of Technology each year and the remaining 25% to be paid to any other schools or institutions of learning permanently located and maintained in Vigo County, Indiana. The trust has been paying 25% of its net income to St. Mary-of-the-Woods College and Indiana State University for over 82 years.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1As trustee, First Financial Bank, N.A. has maintained a continuous working relationship with Indiana State University, Rose-Hulman Institute of Technology, and St. Mary-of-the-Woods College for over 82 years. The trust was created in 1938 and has not received any grant, contribution, bequest, or other transfer on or after such date. The trust is required by its governing instrument to distribute all of its net income each year to Rose-Hulman Institute of Technology and to the board of trustees or other governing body of any other schools or institutions of learning permanently located and maintained in Vigo County, Indiana. As Trustee, the Bank does not have discretion to vary the amounts payable to the supported organizations. The trustee is not a disqualified person within the meaning of section 4946(a) other than foundation managers under section 4946(a)(1)(B) with respect to the trust if such a trust were treated as a private foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 2:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support the educational institution.
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IRS990ScheduleI/RecipientTable/RecipientEIN0350868149
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05500 Wabash Avenue
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Explanation for Form 990, Schedule I, Part 1, Line 2 The trust is required to distribute the net income annually to institutions of higher learning permanently located in Vigo County, Indiana. The contributions are used for the general support of three local institutions and there are no procedures for monitoring their use.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV- Additional Supplemental Information
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11b Explanation - Form 990 is prepared by Sackrider & Company, Inc. The return is reviewed by the administrator of the account at First Financial Bank N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No other documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0356011751
ReturnHeader/Filer/PhoneNum08122386257
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 540
ReturnHeader/Filer/USAddress/CityNm0Terre Haute
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0478080540
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351327464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SACKRIDER & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01925 Wabash Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Terre Haute
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047807
ReturnHeader/PreparerPersonGrp/PhoneNum08122329492
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eleanor M Caldwell CPA
ReturnHeader/ReturnTs02021-05-13T11:11:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0First
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Financial Bank NA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,161,498
Liabilities
$0
Net assets
$1,161,498
Revenue
$37,189
Expenses
$25,764
Net income
$11,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.01$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09$0.02$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.03$0.01