Civic Intelligence

Blanche Swift Morris Trust

990 • Fiscal year 2014 • EIN 36-6423041

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

Organization Profile
807 E Palatine Rd C/O J SaraPalatine, IL 60074

(847) 934-8900

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

49th percentile

$4,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

146615%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$741,153

Up $68,510 (+10%) from 2013

Net Assets

Up

$741,153

Up $68,510 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin98th percentile

Revenue

Up

$79,226

Up $79,172 (+146615%) from 2013

Expenses

Up

$10,716

Up $26 (+0.2%) from 2013

Net Income

Up

$68,510

Up $79,146 (+744%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$1.0M$500K$0Assets 2011: $667,536Liabilities 2011: $0Net Assets 2011: $667,5362011Assets 2012: $683,279Liabilities 2012: $0Net Assets 2012: $683,2792012Assets 2013: $672,643Liabilities 2013: $0Net Assets 2013: $672,6432013Assets 2014: $741,153Liabilities 2014: $0Net Assets 2014: $741,1532014Assets 2016: $790,622Liabilities 2016: $0Net Assets 2016: $790,6222016Assets 2017: $820,619Liabilities 2017: $0Net Assets 2017: $820,6192017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$741,153
Liabilities$0
Net Assets$741,153
Open 2014 Filing

Operations Trend

Revenue Growth100th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $10,7172011Expenses 2012: $10,7152012Revenue 2013: $54Expenses 2013: $10,690Net Income 2013: -$10,6362013Revenue 2014: $79,226Expenses 2014: $10,716Net Income 2014: $68,5102014Revenue 2016: $180,112Expenses 2016: $222,765Net Income 2016: -$42,6532016Revenue 2017: $110,270Expenses 2017: $80,273Net Income 2017: $29,9972017Revenue 2018: $955,111Expenses 2018: $1,721,193Net Income 2018: -$766,0822018

Highlighted filing

2014

Revenue$79,226
Expenses$10,716
Net Income$68,510
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Gross Receipts
$79,226
Mission and Program Overview

Mission

SUPPORT OF HOSPITAL

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$435,133$503,643▲ $68,510
Investments in Publicly Traded Securities$237,510$237,510→ $0
Total Assets$672,643$741,153▲ $68,510
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$672,643$741,153▲ $68,510
Total Net Assets Fund Balance$672,643$741,153▲ $68,510
Total Liabilities and Net Assets / Fund Balance$672,643$741,153▲ $68,510
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
E M BakwinTrustee$4,500$4,500
P HenryTrustee$4,500$4,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$79,226
Other Revenue
$0
Change in Net Assets
$68,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,000
Other Expenses$1,716
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$9,000-$9,000
Fees for Services Other-$1,266-$1,266
Fees for Services Accounting-$450-$450
Total Functional Expenses$0$10,716$0$10,716
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 9

“E M BAKWIN”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Blanche Swift Morris Trust
EIN
36-6423041
Phone
8479348900
Address
807 E PALATINE RD C/O J SARA, PALATINE, IL 60074

Signing Officer

Name
E M Bakwin
Title
Trustee
Phone
8479348900
Signed
2015-04-30

Organization Details

Principal Officer
E M Bakwin
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Paquette & Company Ltd
Address
807 E PALATINE RD, PALATINE, IL 60074
Preparer
Jerome a Sara
Phone
8479348900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Custody fee 0 1,251 0 filing fee 0 15 0”

Raw XML Appendix217 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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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT OF HOSPITAL
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAQUETTE & CO
IRS990/BooksInCareOfDetail/PhoneNum08479348900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0807 E PALATINE
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0807 E PALATINE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PALATINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060074
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0435133
IRS990/CashNonInterestBearingGrp/EOYAmt0503643
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt079226
IRS990/CYOtherExpensesAmt01716
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt068510
IRS990/CYSalariesCompEmpBnftPaidAmt09000
IRS990/CYTotalExpensesAmt010716
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt079226
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORT OF HOSPITAL
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0450
IRS990/FeesForServicesAccountingGrp/TotalAmt0450
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01266
IRS990/FeesForServicesOtherGrp/TotalAmt01266
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0E M BAKWIN
IRS990/Form990PartVIISectionAGrp/PersonNm1P HENRY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt04500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt079226
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt079226
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079226
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0237510
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0237510
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT OF HOSPITAL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0672643
IRS990/NetAssetsOrFundBalancesEOYAmt0741153
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0E M BAKWIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt054
IRS990/PYOtherExpensesAmt01690
IRS990/PYRevenuesLessExpensesAmt0-10636
IRS990/PYSalariesCompEmpBnftPaidAmt09000
IRS990/PYTotalExpensesAmt010690
IRS990/PYTotalRevenueAmt054
IRS990/ReconcilationRevenueExpnssAmt068510
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/HospitalInd0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0E M BAKWIN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CUSTODY FEE 0 1,251 0 FILING FEE 0 15 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0672643
IRS990/TotalAssetsEOYAmt0741153
IRS990/TotalAssetsGrp/BOYAmt0672643
IRS990/TotalAssetsGrp/EOYAmt0741153
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010716
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010716
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0672643
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0741153
IRS990/TotalReportableCompFromOrgAmt09000
IRS990/TotalRevenueGrp/ExclusionAmt079226
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079226
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0672643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0741153
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0672643
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0741153
IRS990/USAddress/AddressLine1Txt00433 W US HGHY 20
IRS990/USAddress/CityNm0LAPORTE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046350
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0E M BAKWIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08479348900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLANCHE SWIFT MORRIS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BLAN
ReturnHeader/Filer/EIN0366423041
ReturnHeader/Filer/PhoneNum08479348900
ReturnHeader/Filer/USAddress/AddressLine1Txt0807 E PALATINE RD C/O J SARA
ReturnHeader/Filer/USAddress/CityNm0PALATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060074
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363122464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAQUETTE & COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0807 E PALATINE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060074
ReturnHeader/PreparerPersonGrp/PhoneNum08479348900
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEROME A SARA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-08T11:19:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$741,153
Liabilities
$0
Net assets
$741,153
Revenue
$79,226
Expenses
$10,716
Net income
$68,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.96$1.72$0.77
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.11$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.18$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.08$0.01$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.00$0.01$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.01