Civic Intelligence

Adeline E Prouty Testamentary Trust C/O Heartland Bank & Trust Company

990 • Fiscal year 2021 • EIN 36-2193614

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 10, 2022

Organization ProfileN/A
508 Park Avenue EastPrinceton, IL 61356

(815) 872-2261

Siviq Scores

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

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

28th percentile

0.05x

Higher debt load relative to revenue than 28% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

46th percentile

11%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

23rd percentile

$11,764

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

19th percentile

-1.7%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

40%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$6,964,965

Down $122,156 (-1.7%) from 2020

Net Assets

Up

$6,823,321

Up $190,251 (+2.9%) from 2020

Liabilities

Down

$141,644

Down $312,407 (-69%) from 2020

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin46th percentile

Revenue

Up

$2,633,209

Up $751,693 (+40%) from 2020

Expenses

Up

$2,354,995

Up $75,686 (+3.3%) from 2020

Net Income

Up

$278,214

Up $676,007 (+170%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $6,756,443Liabilities 2012: $2,190,296Net Assets 2012: $4,566,1472012Assets 2013: $6,626,043Liabilities 2013: $1,782,573Net Assets 2013: $4,843,4702013Assets 2014: $6,656,743Liabilities 2014: $1,438,063Net Assets 2014: $5,218,6802014Assets 2015: $6,843,286Liabilities 2015: $1,451,211Net Assets 2015: $5,392,0752015Assets 2016: $6,791,750Liabilities 2016: $1,053,798Net Assets 2016: $5,737,9522016Assets 2019: $7,167,256Liabilities 2019: $332,081Net Assets 2019: $6,835,1752019Assets 2020: $7,087,121Liabilities 2020: $454,051Net Assets 2020: $6,633,0702020Assets 2021: $6,964,965Liabilities 2021: $141,644Net Assets 2021: $6,823,3212021Assets 2022: $6,339,778Liabilities 2022: $156,956Net Assets 2022: $6,182,8222022Assets 2023: $7,062,021Liabilities 2023: $135,616Net Assets 2023: $6,926,4052023Assets 2024: $6,647,099Liabilities 2024: $156,299Net Assets 2024: $6,490,8002024

Highlighted filing

2021

Assets$6,964,965
Liabilities$141,644
Net Assets$6,823,321
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,895,7732012Revenue 2013: $2,178,365Expenses 2013: $1,901,042Net Income 2013: $277,3232013Revenue 2014: $2,302,811Expenses 2014: $1,927,601Net Income 2014: $375,2102014Revenue 2015: $2,116,147Expenses 2015: $1,942,752Net Income 2015: $173,3952015Revenue 2016: $2,284,244Expenses 2016: $1,938,367Net Income 2016: $345,8772016Revenue 2019: $2,097,125Expenses 2019: $2,148,931Net Income 2019: -$51,8062019Revenue 2020: $1,881,516Expenses 2020: $2,279,309Net Income 2020: -$397,7932020Revenue 2021: $2,633,209Expenses 2021: $2,354,995Net Income 2021: $278,2142021Revenue 2022: $1,822,639Expenses 2022: $2,210,487Net Income 2022: -$387,8482022Revenue 2023: $2,923,180Expenses 2023: $2,239,088Net Income 2023: $684,0922023Revenue 2024: $1,904,270Expenses 2024: $2,389,319Net Income 2024: -$485,0492024

Highlighted filing

2021

Revenue$2,633,209
Expenses$2,354,995
Net Income$278,214
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 10, 2022
Return Version
2021v4.0
Gross Receipts
$3,182,984
Mission and Program Overview

Mission

Sheltered care for the aged and independent living apartments for the elderly

Sheltered care home for the aged and housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,469,526$5,424,964▼ $44,562
Cap Stk Tr Prin Current Funds$3,412,917$3,412,917→ $0
Rtn Earn Endowment Incm Other Fnds$3,220,153$3,410,404▲ $190,251
Investments in Publicly Traded Securities$1,412,990$1,178,801▼ $234,189
Cash and Non-Interest-Bearing Accounts$137,502$310,283▲ $172,781
Prepaid Expenses and Deferred Charges$24,850$28,199▲ $3,349
Savings and Temporary Cash Investments$35,618$22,718▼ $12,900
Inventories for Sale or Use$6,631$0▼ $6,631
Accounts Receivable$3$0▼ $3
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$7,087,121$6,964,965▼ $122,156
Other Assets Total$1$0▼ $1
Liabilities
Other Liabilities$421,941$111,690▼ $310,251
Accounts Payable and Accrued Expenses$32,110$29,954▼ $2,156
Total Liabilities$454,051$141,644▼ $312,407
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,633,070$6,823,321▲ $190,251
Total Liabilities and Net Assets / Fund Balance$7,087,121$6,964,965▼ $122,156

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,174,760$3,755,939-
Other Land Buildings$892$114,525-
Land$2,237,519--
Equipment$11,793$381,893-
Leasehold Improvements-$23,164-
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleBaseTotal
Charles HansonTrustee$11,764$11,764
Gary C BruceTrustee$11,764$11,764
Peter H NelsonTrustee$11,764$11,764
Timothy HarrisTrustee$11,764$11,764
William BenekeTrustee$11,764$11,764
Revenue and Support

Revenue Composition

Contributions and Grants
$632,305
Program Service Revenue
$1,416,221
Investment Income
$289,164
Other Revenue
$295,519
All Other Contributions
$78,605
Change in Net Assets
$278,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,638,840
Other Expenses$716,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,326,363$5,620-$1,331,983
Depreciation Depletion$153,364--$153,364
Other Employee Benefits$147,889--$147,889
Occupancy$102,140--$102,140
Payroll Taxes$100,148--$100,148
Insurance$98,636--$98,636
Current Officers, Directors, Trustees, and Key Employees-$58,820-$58,820
All Other Expenses$44,097$750-$44,847
Advertising$33,799--$33,799
Other Expenses$27,679--$27,679
Fees for Services Other$1,647$20,548-$22,195
Fees for Service Investment Mgmnt Fees-$12,384-$12,384
Office Expenses$9,353$45-$9,398
Fees for Services Accounting-$5,700-$5,700
Fees for Services Legal$364$5,000-$5,364
Conferences and Meetings$4,386--$4,386
Total Functional Expenses$2,246,128$108,867$0$2,354,995
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paid Pto$88,971
Apartment Deposit Payable$22,718
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“A copy of form 990 is furnished to each of the trustees for review, after which one of the trustees is authorized to sign and mail the government copy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Trustees compensation is approved by circuit court of the thirteenth judicial circuit, bureau co., il and attorney general of state of il. Trustees appove compensation of other key administrative personnel.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Trustees approve compensation of key administrative personnel.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Trust uses cash method of accounting. Greenfield retirement home uses accrual method of accounting. Financial information included is a combination of cash and accrual methods of accounting.”

Filing and Contact Details

Filer

Filer Name
Adeline E Prouty Testamentary Trust
EIN
36-2193614
Phone
8158722261
Address
508 PARK AVENUE EAST, PRINCETON, IL 61356

Signing Officer

Name
Timothy Harris
Title
Trustee
Signed
2022-06-10
Discuss with paid preparer
Yes

Organization Details

Formed
1906
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
55

Preparer

Firm
Hopkins & Associates CPAs
Address
314 S McCoy Street, Granville, IL 61326
Preparer
Joel Hopkins
Phone
8153396630
Raw XML AppendixShowing 400 of 470 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS FURNISHED TO EACH OF THE TRUSTEES FOR REVIEW, AFTER WHICH ONE OF THE TRUSTEES IS AUTHORIZED TO SIGN AND MAIL THE GOVERNMENT COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES COMPENSATION IS APPROVED BY CIRCUIT COURT OF THE THIRTEENTH JUDICIAL CIRCUIT, BUREAU CO., IL AND ATTORNEY GENERAL OF STATE OF IL. TRUSTEES APPOVE COMPENSATION OF OTHER KEY ADMINISTRATIVE PERSONNEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES APPROVE COMPENSATION OF KEY ADMINISTRATIVE PERSONNEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUST USES CASH METHOD OF ACCOUNTING. GREENFIELD RETIREMENT HOME USES ACCRUAL METHOD OF ACCOUNTING. FINANCIAL INFORMATION INCLUDED IS A COMBINATION OF CASH AND ACCRUAL METHODS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,964,965
Liabilities
$141,644
Net assets
$6,823,321
Revenue
$2,633,209
Expenses
$2,354,995
Net income
$278,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.65$0.16$6.49$1.90$2.39$0.49
2023Detailed filing. Detailed filing data is available for this year.$7.06$0.14$6.93$2.92$2.24$0.68
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.16$6.18$1.82$2.21$0.39
2021Detailed filing. Detailed filing data is available for this year.$6.96$0.14$6.82$2.63$2.35$0.28
2020Detailed filing. Detailed filing data is available for this year.$7.09$0.45$6.63$1.88$2.28$0.40
2019Detailed filing. Detailed filing data is available for this year.$7.17$0.33$6.84$2.10$2.15$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.79$1.05$5.74$2.28$1.94$0.35
2015Detailed filing. Detailed filing data is available for this year.$6.84$1.45$5.39$2.12$1.94$0.17
2014Detailed filing. Detailed filing data is available for this year.$6.66$1.44$5.22$2.30$1.93$0.38
2013Detailed filing. Detailed filing data is available for this year.$6.63$1.78$4.84$2.18$1.90$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$2.19$4.57$1.90