Civic Intelligence

Lena Community Trust Fund Inc.

990EZ • Fiscal year 2018 • EIN 36-3792736

Jan 01, 2018 to Dec 31, 2018 • Filed on Dec 08, 2019

Organization ProfileN/A
PO Box 644Lena, IL 61048

(815) 369-5572

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

6th percentile

-70%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

34th percentile

-6.5%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$199,498

Down $13,970 (-6.5%) from 2017

Net Assets

Down

$199,498

Down $13,970 (-6.5%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Up

$19,871

Up $580 (+3.0%) from 2017

Expenses

Up

$33,841

Up $1,799 (+5.6%) from 2017

Net Income

Down

-$13,970

Down $1,219 (-9.6%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$400K$300K$200K$100K$0Assets 2010: $302,969Net Assets 2010: $302,9692010Assets 2011: $287,471Net Assets 2011: $287,4712011Assets 2012: $274,677Net Assets 2012: $274,6772012Assets 2013: $261,289Net Assets 2013: $261,2892013Assets 2014: $242,012Net Assets 2014: $242,0122014Assets 2015: $229,928Net Assets 2015: $229,9282015Assets 2016: $226,219Net Assets 2016: $226,2192016Assets 2017: $213,468Net Assets 2017: $213,4682017Assets 2018: $199,498Net Assets 2018: $199,4982018Assets 2020: $207,306Liabilities 2020: $0Net Assets 2020: $207,3062020Assets 2021: $208,454Liabilities 2021: $0Net Assets 2021: $208,4542021Assets 2022: $211,137Liabilities 2022: $0Net Assets 2022: $211,1372022Assets 2023: $194,577Liabilities 2023: $0Net Assets 2023: $194,5772023Assets 2024: $195,296Liabilities 2024: $0Net Assets 2024: $195,2962024

Highlighted filing

2018

Assets$199,498
Liabilities-
Net Assets$199,498
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $29,299Expenses 2010: $34,487Net Income 2010: -$5,1882010Revenue 2011: $21,520Expenses 2011: $37,018Net Income 2011: -$15,4982011Revenue 2012: $25,247Expenses 2012: $38,041Net Income 2012: -$12,7942012Revenue 2013: $20,463Expenses 2013: $33,851Net Income 2013: -$13,3882013Revenue 2014: $17,108Expenses 2014: $36,165Net Income 2014: -$19,0572014Revenue 2015: $19,230Expenses 2015: $31,314Net Income 2015: -$12,0842015Revenue 2016: $28,247Expenses 2016: $31,956Net Income 2016: -$3,7092016Revenue 2017: $19,291Expenses 2017: $32,042Net Income 2017: -$12,7512017Revenue 2018: $19,871Expenses 2018: $33,841Net Income 2018: -$13,9702018Revenue 2020: $51,870Expenses 2020: $36,996Net Income 2020: $14,8742020Revenue 2021: $25,551Expenses 2021: $24,403Net Income 2021: $1,1482021Revenue 2022: $28,868Expenses 2022: $26,185Net Income 2022: $2,6832022Revenue 2023: $21,310Expenses 2023: $37,870Net Income 2023: -$16,5602023Revenue 2024: $33,098Expenses 2024: $32,379Net Income 2024: $7192024

Highlighted filing

2018

Revenue$19,871
Expenses$33,841
Net Income-$13,970
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Dec 8, 2019
Return Version
2018v3.1
Gross Receipts
$19,871
Mission and Program Overview

Mission

Raise Money for Charitable Purposes and Foster Community Betterment

Program Services

DescriptionGrantsExpenses
Offered Facility for Numerous Community Events and Organizations$13,498-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Connie KraftPresident-$0--
Robert EdenVice President-$0--
Judy PolhillSecretary-$0--
Nancy JogerstDirector-$0--
Tanya WilliamsManager-$0--
Steve GerbodeTreasurer-$0--
Marcia PaxDirector-$0--
Marsha TessendorfDirector-$0--
Faye HeilmanDirector-$0--
Jason KempelDirector-$0--
Bonnie CurranDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lena Community Trust Fund Inc
EIN
36-3792736
Address
PO Box 644, Lena, IL 61048

Signing Officer

Name
Connie Kraft
Title
President
Signed
2019-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Illinois Fbfm Assnfreeport
Address
115 SOUTH WALNUT AVE, FREEPORT, IL 61032
Preparer
Rodney B Gieseke
Phone
8153692243
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $17209”

Other Expenses.1012

“Insurance $2435”

Other Expenses.1

“Lena Retreat Limited Partnersh $343”

Other Assets.1005

“Accounts Receivable - Beginning $98286 Accounts Receivable - Ending $98286”

Other Assets.1

“Lena Retreat Limited Partnership - Beginning $-1041 Lena Retreat Limited Partnership - Ending $-1384”

Raw XML Appendix177 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/PersonNm0Connie Stamm
IRS990EZ/BooksInCareOfDetail/PhoneNum08153695572
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0213 W Lena St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061048
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071447
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075029
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13970
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0213468
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03376
IRS990EZ/LandAndBuildingsGrp/BOYAmt044776
IRS990EZ/LandAndBuildingsGrp/EOYAmt027567
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0213468
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0199498
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0213468
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0199498
IRS990EZ/OccupancyRentUtltsAndMaintAmt013854
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Connie Kraft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Eden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Judy Polhill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nancy Jogerst
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tanya Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Steve Gerbode
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Marcia Pax
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Marsha Tessendorf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Faye Heilman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jason Kempel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Bonnie Curran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Manager
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt097245
IRS990EZ/OtherAssetsTotalDetail/EOYAmt096902
IRS990EZ/OtherExpensesTotalAmt019987
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise Money for Charitable Purposes and Foster Community Betterment
IRS990EZ/ProgramServiceRevenueAmt015495
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Offered Facility for Numerous Community Events and Organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013498
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033841
IRS990EZ/TotalProgramServiceExpensesAmt013498
IRS990EZ/TotalRevenueAmt019871
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014264
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03376
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0244
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04660
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt084823
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.75380
IRS990ScheduleA/PublicSupportPY170Pct00.89190
IRS990ScheduleA/PublicSupportTotal170Amt014264
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01264
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014264
IRS990ScheduleA/TotalSupportAmt018924
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $17209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Lena Retreat Limited Partnersh $343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $98286 Accounts Receivable - Ending $98286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Lena Retreat Limited Partnership - Beginning $-1041 Lena Retreat Limited Partnership - Ending $-1384
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Connie Kraft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lena Community Trust Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0LENA
ReturnHeader/Filer/EIN0363792736
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 644
ReturnHeader/Filer/USAddress/CityNm0Lena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061048
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0376046462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ILLINOIS FBFM ASSNFREEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 SOUTH WALNUT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061032
ReturnHeader/PreparerPersonGrp/PhoneNum08153692243
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rodney B Gieseke
ReturnHeader/ReturnTs02019-12-08T19:50:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,498
Liabilities
-
Net assets
$199,498
Revenue
$19,871
Expenses
$33,841
Net income
-$13,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.33$0.32$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.21$0.38$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.29$0.26$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.26$0.24$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.52$0.37$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.99$1.99$0.20$0.34$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.13$2.13$0.19$0.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.28$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.19$0.31$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.42$2.42$0.17$0.36$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.61$2.61$0.20$0.34$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$2.75$0.25$0.38$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$2.87$0.22$0.37$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$3.03$0.29$0.34$0.05