Civic Intelligence

Ethan Allen Johnson and Caroline H Johnson Educational Trust

990PF • Fiscal year 2020 • EIN 36-3467018

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization Profile
455 N MainDecatur, IL 62523

(217) 429-8714

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

71st percentile

20%

Higher net margin than 71% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$10,961

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2020 filings • $500k-$1M 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 / Assets38th percentile

Assets

$817,425

No earlier filing loaded for comparison.

Net Assets

$817,425

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin71st percentile

Revenue

$76,023

No earlier filing loaded for comparison.

Expenses

$60,471

No earlier filing loaded for comparison.

Net Income

$15,552

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.

$1.0M$500K$0Assets 2020: $817,425Liabilities 2020: $0Net Assets 2020: $817,4252020Assets 2021: $853,208Liabilities 2021: $0Net Assets 2021: $853,2082021Assets 2022: $836,087Liabilities 2022: $0Net Assets 2022: $836,0872022Assets 2023: $796,069Liabilities 2023: $0Net Assets 2023: $796,0692023Assets 2024: $791,168Liabilities 2024: $0Net Assets 2024: $791,1682024

Highlighted filing

2020

Assets$817,425
Liabilities$0
Net Assets$817,425
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: $76,023Expenses 2020: $60,471Net Income 2020: $15,5522020Revenue 2021: $81,829Expenses 2021: $45,602Net Income 2021: $36,2272021Revenue 2022: $31,165Expenses 2022: $48,286Net Income 2022: -$17,1212022Revenue 2023: $34,414Expenses 2023: $74,432Net Income 2023: -$40,0182023Revenue 2024: $37,813Expenses 2024: $42,714Net Income 2024: -$4,9012024

Highlighted filing

2020

Revenue$76,023
Expenses$60,471
Net Income$15,552
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MID WEALTH MANAGEMENT COTrustee-$10,961-$10,961
Filing and Contact Details

Filer

Filer Name
Ethan Allen Johnson & Caroline Johnson
EIN
36-3467018
In Care Of
% FIRST MID WEALTH MANAGEMENT
Phone
2174298714
Address
455 N Main, Decatur, IL 62523

Signing Officer

Name
Shari Teal
Title
Trust Officer
Phone
2174298714
Signed
2021-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
225 N WATER ST SUITE 400, DECATUR, IL 62523
Preparer
Wesley Johnson
Phone
2174292411
Raw XML Appendix271 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02174298714
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ethan Allen Johnson & Caroline Johnson
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0ETHA
ReturnHeader/Filer/EIN0363467018
ReturnHeader/Filer/InCareOfNm0% FIRST MID WEALTH MANAGEMENT
ReturnHeader/Filer/PhoneNum02174298714
ReturnHeader/Filer/USAddress/AddressLine1Txt0455 N Main
ReturnHeader/Filer/USAddress/CityNm0Decatur
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 N WATER ST SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062523
ReturnHeader/PreparerPersonGrp/PhoneNum02174292411
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WESLEY JOHNSON
ReturnHeader/ReturnTs02021-05-13T15:40:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHARI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TEAL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$817,425
Liabilities
$0
Net assets
$817,425
Revenue
$76,023
Expenses
$60,471
Net income
$15,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.38$0.43$0.05
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.34$0.74$0.40
2022Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.31$0.48$0.17
2021Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.82$0.46$0.36
2020Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.76$0.60$0.16