Civic Intelligence

John B Templeton Trust Foundation

990PF • Fiscal year 2017 • EIN 36-6891453

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 12, 2018

Organization Profile
1105 35th StOak Brook, IL 60523

(630) 655-0397

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-95%

Higher net margin than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-7.6%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.3%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$95,563

Down $7,898 (-7.6%) from 2016

Net Assets

Down

$95,249

Down $7,913 (-7.7%) from 2016

Liabilities

Up

$314

Up $15 (+5.0%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin6th percentile

Revenue

Up

$8,290

Up $419 (+5.3%) from 2016

Expenses

Down

$16,203

Down $483 (-2.9%) from 2016

Net Income

Up

-$7,913

Up $902 (+10%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$150K$100K$50K$0Assets 2014: $108,657Liabilities 2014: $4,114Net Assets 2014: $104,5432014Assets 2015: $116,091Liabilities 2015: $4,114Net Assets 2015: $111,9772015Assets 2016: $103,461Liabilities 2016: $299Net Assets 2016: $103,1622016Assets 2017: $95,563Liabilities 2017: $314Net Assets 2017: $95,2492017Assets 2018: $96,074Liabilities 2018: $329Net Assets 2018: $95,7452018Assets 2019: $93,871Liabilities 2019: $349Net Assets 2019: $93,5222019Assets 2020: $92,383Liabilities 2020: $1,249Net Assets 2020: $91,1342020Assets 2021: $90,952Liabilities 2021: $2,231Net Assets 2021: $88,7212021Assets 2022: $90,844Liabilities 2022: $0Net Assets 2022: $90,8442022Assets 2023: $90,526Liabilities 2023: $0Net Assets 2023: $90,5262023Assets 2024: $89,827Liabilities 2024: $0Net Assets 2024: $89,8272024

Highlighted filing

2017

Assets$95,563
Liabilities$314
Net Assets$95,249
Open 2017 Filing

Operations Trend

Revenue Growth57th percentile

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

$30K$20K$10K$0-$10KRevenue 2014: $5,905Expenses 2014: $13,215Net Income 2014: -$7,3102014Revenue 2015: $23,303Expenses 2015: $15,869Net Income 2015: $7,4342015Revenue 2016: $7,871Expenses 2016: $16,686Net Income 2016: -$8,8152016Revenue 2017: $8,290Expenses 2017: $16,203Net Income 2017: -$7,9132017Revenue 2018: $13,561Expenses 2018: $13,065Net Income 2018: $4962018Revenue 2019: $11,461Expenses 2019: $13,684Net Income 2019: -$2,2232019Revenue 2020: $7,642Expenses 2020: $10,030Net Income 2020: -$2,3882020Revenue 2021: $16,785Expenses 2021: $19,198Net Income 2021: -$2,4132021Revenue 2022: $18,296Expenses 2022: $16,173Net Income 2022: $2,1232022Revenue 2023: $8,853Expenses 2023: $9,171Net Income 2023: -$3182023Revenue 2024: $19,826Expenses 2024: $20,525Net Income 2024: -$6992024

Highlighted filing

2017

Revenue$8,290
Expenses$16,203
Net Income-$7,913
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN TEMPLETON JRTrustee-$0--
PHILIP TEMPLETONTrustee-$0--
CONSTANCE KELLERTrustee-$0--
DENNIS KELLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John B Templeton Trust Foundation
EIN
36-6891453
Phone
6306550397
Address
1105 35TH ST, OAK BROOK, IL 60523

Signing Officer

Name
John B Templeton
Title
Trustee
Signed
2018-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Haney & Company Ltd
Address
8651 Lemont Road, Downers Grove, IL 60516-4805
Preparer
Alan B Singletary
Phone
6309852200
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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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT TO SUSTAIN THE HISTORICAL AND EDUCATIONAL PURPOSES OF THIS ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANT FOR PRESERVATION OF ORIGINAL BUTLER SCHOOL FOR HISTORICAL AND EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GRANT TO SUSTAIN THE HISTORICAL AND EDUCATIONAL PURPOSES OF THIS ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GRANT TO SUSTAIN THE HISTORICAL AND EDUCATIONAL PURPOSES OF THIS ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GRANT TO SUSTAIN THE HISTORICAL AND EDUCATIONAL PURPOSES OF THIS ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GRANT TO SUSTAIN THE HISTORICAL AND EDUCATIONAL PURPOSES OF THIS ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRAUE MILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OAK BROOK HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE ART INSTITUTE OF CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3EVANS SCHOLAR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4FREEDOM GOLF ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5GRAUE MILL MUSEUM ENDOWMENT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4UNRELATED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03800 YORK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11122 OAK BROOK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2111 SOUTH MICHIGAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ONE BRIAR ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4504 BURR RIDGE CLUB DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53800 YORK ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013388
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022154
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022154
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074422
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016010
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013388
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015940
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015940
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096576
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080636
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADJUST Y/E COST BASIS PER BROKER STMT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0263
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0299
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO JOHN TEMPLETON
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0314
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John B Templeton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN B TEMPLETON TRUST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0366891453
ReturnHeader/Filer/PhoneNum06306550397
ReturnHeader/Filer/USAddress/AddressLine1Txt01105 35TH ST
ReturnHeader/Filer/USAddress/CityNm0OAK BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060523
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363000787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haney & Company Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08651 Lemont Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Downers Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605164805
ReturnHeader/PreparerPersonGrp/PhoneNum06309852200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan B Singletary
ReturnHeader/ReturnTs02018-06-12T09:41:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,563
Liabilities
$314
Net assets
$95,249
Revenue
$8,290
Expenses
$16,203
Net income
-$7,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.20$0.21$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.89$0.17$0.19$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.11$0.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.14$0.13$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.95$0.08$0.16$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.17$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.04$1.12$0.23$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.04$1.05$0.06$0.13$0.07