Civic Intelligence

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

990 • Fiscal year 2023 • EIN 36-2193614

Jan 01, 2023 to Dec 31, 2023 • Filed on May 30, 2024

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

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.05x

Higher debt load relative to revenue than 24% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$6,144

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

60%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,062,021

Up $722,243 (+11%) from 2022

Net Assets

Up

$6,926,405

Up $743,583 (+12%) from 2022

Liabilities

Down

$135,616

Down $21,340 (-14%) from 2022

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin78th percentile

Revenue

Up

$2,923,180

Up $1,100,541 (+60%) from 2022

Expenses

Up

$2,239,088

Up $28,601 (+1.3%) from 2022

Net Income

Up

$684,092

Up $1,071,940 (+276%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2023

Assets$7,062,021
Liabilities$135,616
Net Assets$6,926,405
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$2,923,180
Expenses$2,239,088
Net Income$684,092
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 30, 2024
Return Version
2023v5.0
Gross Receipts
$3,707,170
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$5,443,636$5,327,185▼ $116,451
Rtn Earn Endowment Incm Other Fnds$2,769,905$3,513,488▲ $743,583
Cap Stk Tr Prin Current Funds$3,412,917$3,412,917→ $0
Investments in Publicly Traded Securities$530,047$1,435,520▲ $905,473
Cash and Non-Interest-Bearing Accounts$317,474$246,997▼ $70,477
Prepaid Expenses and Deferred Charges$29,343$33,069▲ $3,726
Savings and Temporary Cash Investments$19,250$19,250→ $0
Accounts Receivable$28$0▼ $28
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-
Inventories for Sale or Use-$0-
Total Assets$6,339,778$7,062,021▲ $722,243
Other Assets Total-$0-
Liabilities
Other Liabilities$107,795$105,737▼ $2,058
Accounts Payable and Accrued Expenses$49,161$29,879▼ $19,282
Total Liabilities$156,956$135,616▼ $21,340
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,182,822$6,926,405▲ $743,583
Total Liabilities and Net Assets / Fund Balance$6,339,778$7,062,021▲ $722,243

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,109,504$4,010,332-
Other Land Buildings$272$115,145-
Land$2,207,455--
Equipment$9,954$389,467-
Leasehold Improvements-$23,164-
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleBaseTotal
Charles HansonTrustee$6,144$6,144
Gary C BruceTrustee$6,144$6,144
Timothy HarrisTrustee$6,144$6,144
William BenekeTrustee$6,144$6,144
Peter H NelsonTrustee$3,072$3,072
Tracy GrimmerTrustee$3,072$3,072
Revenue and Support

Revenue Composition

Contributions and Grants
$9,188
Program Service Revenue
$1,502,630
Investment Income
$1,138,895
Other Revenue
$272,467
All Other Contributions
$9,188
Change in Net Assets
$684,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,589,958
Other Expenses$649,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,351,517--$1,351,517
Depreciation Depletion$132,205--$132,205
Pension Plan Contributions$107,420--$107,420
Payroll Taxes$100,301--$100,301
Insurance$99,808--$99,808
Occupancy$98,438--$98,438
Advertising$46,956--$46,956
Current Officers, Directors, Trustees, and Key Employees-$30,720-$30,720
All Other Expenses$20,887--$20,887
Other Expenses$18,826--$18,826
Fees for Service Investment Mgmnt Fees-$11,757-$11,757
Fees for Services Accounting-$8,065-$8,065
Travel$6,849--$6,849
Fees for Services Legal-$3,300-$3,300
Office Expenses$2,878--$2,878
Fees for Services Other$1,487$425-$1,912
Total Functional Expenses$2,184,821$54,267$0$2,239,088
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$86,487
Apartment Deposit Payable$19,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Section B, Line 11B

“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, Section B, Line 15A

“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, Section B, Line 15B

“Trustees approve compensation of key administrative personnel.”

Form 990, Part VI, Section C, Line 19

“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
2024-05-30
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
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IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/Desc0REFUNDS & MISC INCOME
IRS990/ProgramServiceRevenueGrp/Desc1SENIOR APARTMENTS, DUPLEX
IRS990/ProgramServiceRevenueGrp/Desc2SHELTERED CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013546
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1387558
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21101526
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1387558
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21101526
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt039331
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt055321
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0676027
IRS990/PYOtherRevenueAmt0356871
IRS990/PYProgramServiceRevenueAmt01371116
IRS990/PYRevenuesLessExpensesAmt0-387848
IRS990/PYSalariesCompEmpBnftPaidAmt01534460
IRS990/PYTotalExpensesAmt02210487
IRS990/PYTotalRevenueAmt01822639
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0684092
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0272467
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02112058
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02769905
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03513488
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019250
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0561905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0582614
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0334021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0452974
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0396358
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0292557
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0299443
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01775353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01502630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01371116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01416221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01636542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01830825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07757334
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0334021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0452974
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0396358
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0292557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0299443
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01775353
IRS990ScheduleA/InvestmentIncomeCYPct00.17550
IRS990ScheduleA/InvestmentIncomePYPct00.15950
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.53230
IRS990ScheduleA/PublicSupportPY509Pct00.46310
IRS990ScheduleA/PublicSupportTotal509Amt05384591
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0722682
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0627184
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0812604
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0792887
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02955357
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0722682
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0627184
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0812604
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0792887
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02955357
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01511818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01375447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01978126
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01639232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01835325
IRS990ScheduleA/Total509Grp/TotalAmt08339948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01845839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01828421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02374484
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01931789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02134768
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010115301
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03109504
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04010332
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt07119836
IRS990ScheduleD/EquipmentGrp/BookValueAmt09954
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0389467
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0399421
IRS990ScheduleD/LandGrp/BookValueAmt02207455
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt02207455
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt023164
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt023164
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0272
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0115145
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0115417
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt186487
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0APARTMENT DEPOSIT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAID PTO
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05327185
IRS990ScheduleD/TotalLiabilityAmt0105737
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt03072
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PETER H NELSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt03072
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,062,021
Liabilities
$135,616
Net assets
$6,926,405
Revenue
$2,923,180
Expenses
$2,239,088
Net income
$684,092
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
Peer Organizations

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