Civic Intelligence

James Mcgregor Student Endowment Fund

990EZ • Fiscal year 2020 • EIN 35-6011752

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$4,259

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k 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 / Assets55th percentile

Assets

$375,221

No earlier filing loaded for comparison.

Net Assets

$375,221

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin89th percentile

Revenue

$21,138

No earlier filing loaded for comparison.

Expenses

$10,577

No earlier filing loaded for comparison.

Net Income

$10,561

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.

$400K$300K$200K$100K$0Assets 2020: $375,221Liabilities 2020: $0Net Assets 2020: $375,2212020Assets 2021: $390,203Liabilities 2021: $0Net Assets 2021: $390,2032021Assets 2022: $319,585Liabilities 2022: $0Net Assets 2022: $319,5852022Assets 2023: $356,093Liabilities 2023: $0Net Assets 2023: $356,0932023Assets 2024: $384,627Liabilities 2024: $0Net Assets 2024: $384,6272024

Highlighted filing

2020

Assets$375,221
Liabilities$0
Net Assets$375,221
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2020: $21,138Expenses 2020: $10,577Net Income 2020: $10,5612020Revenue 2021: $27,816Expenses 2021: $9,277Net Income 2021: $18,5392021Revenue 2022: -$4,278Expenses 2022: $8,131Net Income 2022: -$12,4092022Revenue 2023: $18,671Expenses 2023: $10,940Net Income 2023: $7,7312023Revenue 2024: $17,240Expenses 2024: $12,408Net Income 2024: $4,8322024

Highlighted filing

2020

Revenue$21,138
Expenses$10,577
Net Income$10,561
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
$103,930
Mission and Program Overview

Mission

The net income of the trust is distributed to educational institutions in Vigo County, Indiana.

Program Services

DescriptionGrantsExpenses
The income from this trust is paid annually to Rose-Hulman Institute of Technology and Indiana State University in Terre Haute, Indiana.$5,814$5,814
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
First Financial Bank NATrustee-$4,259-$4,259
Filing and Contact Details

Filer

Filer Name
James McGregor Student Endowment Fund
EIN
35-6011752
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

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Ave, Terre Haute, IN 47807
Preparer
Eleanor M Caldwell CPA
Phone
8122329492
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest. Amount: 61. Description: Dividends. Amount: 8,084. Total Included on Form 990-EZ, line 4: 8,145.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: . Grantee Name: Rose Hulman Institute of Technology. Amount Given: 2,907.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: . Grantee Name: Indiana State University. Amount Given: 2,907. Total included on Form 990-EZ, line 10: 5,814.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Foreign Tax Withheld. Amount: 79.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: Net Unrealized Gains and Losses on Investments. Amount: 22,450.”

Raw XML Appendix161 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0First Financial Bank NA
IRS990EZ/BooksInCareOfDetail/PhoneNum08122386257
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0One First Financial Plaza
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Terre Haute
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0478073226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0342210
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0375221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt082792
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt012993
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05814
IRS990EZ/GrossReceiptsAmt0103930
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0375221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0342210
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0375221
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04259
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0First Financial Bank NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt022450
IRS990EZ/OtherExpensesTotalAmt079
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The net income of the trust is distributed to educational institutions in Vigo County, Indiana.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The income from this trust is paid annually to Rose-Hulman Institute of Technology and Indiana State University in Terre Haute, Indiana.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05814
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05814
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt04259
IRS990EZ/SaleOfAssetsGrossAmt095785
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010577
IRS990EZ/TotalProgramServiceExpensesAmt05814
IRS990EZ/TotalRevenueAmt021138
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0This fund was established by a will in 1939. The will requires the net income of the fund to be used and applied towards the tuition, board, and support of worthy young men and women who desire to acquire education and training furnished by permanently established non-religious, non-sectarian educational institutions located and maintained in Vigo County, Indiana. The net income of this trust has been paid to Indiana State University and Rose-Hulman Institute of Technology for 82 years.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1As trustee, First Financial Bank, N.A. has maintained a continuous working relationship with Indiana State University and Rose-Hulman Institute of Technology for over 82 years. This fund was established by a will in 1939. The will requires the net income of the fund to be used and applied towards the tuition, board, and support of worthy young men and women who desire to acquire education and training furnished by permanently established non-religious, non-sectarian educational institutions located and maintained in Vigo County, Indiana. The net income of this trust has been paid to Indiana State University and Rose-Hulman Institute of Technology for 82 years.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 2:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02907
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt12907
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Indiana State University
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Rose-Hulman Institute of Technology
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt05814
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 61. Description: Dividends. Amount: 8,084. Total Included on Form 990-EZ, line 4: 8,145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Rose Hulman Institute of Technology. Amount Given: 2,907.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: . Grantee Name: Indiana State University. Amount Given: 2,907. Total included on Form 990-EZ, line 10: 5,814.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Foreign Tax Withheld. Amount: 79.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Net Unrealized Gains and Losses on Investments. Amount: 22,450.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0First Financial Bank NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08122386257
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James McGregor Student Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0356011752
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/ReturnTs02021-05-13T11:10:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0First
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Financial Bank NA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$375,221
Liabilities
$0
Net assets
$375,221
Revenue
$21,138
Expenses
$10,577
Net income
$10,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.17$0.12$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.19$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.04$0.08$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.28$0.09$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.21$0.11$0.11