Civic Intelligence

Samuel S Coggeshall Jr Charitable Tr

990 • Fiscal year 2017 • EIN 36-7233390

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 15, 2018

120 S CHATHAM RD Attn Trust DeptSpringfield, IL 62704

(217) 547-2386

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-6.8%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,674,896

Up $13,636 (+0.5%) from 2016

Net Assets

Up

$2,674,896

Up $13,636 (+0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$108,700

Down $7,950 (-6.8%) from 2016

Expenses

Up

$95,064

Up $3,443 (+3.8%) from 2016

Net Income

Down

$13,636

Down $11,393 (-46%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,560,863Liabilities 2011: $0Net Assets 2011: $2,560,8632011Assets 2012: $2,520,496Liabilities 2012: $0Net Assets 2012: $2,520,4962012Assets 2013: $2,664,320Liabilities 2013: $0Net Assets 2013: $2,664,3202013Assets 2014: $2,682,236Liabilities 2014: $0Net Assets 2014: $2,682,2362014Assets 2016: $2,661,260Liabilities 2016: $0Net Assets 2016: $2,661,2602016Assets 2017: $2,674,896Liabilities 2017: $0Net Assets 2017: $2,674,8962017Assets 2018: $2,768,876Liabilities 2018: $0Net Assets 2018: $2,768,8762018Assets 2019: $3,568,998Liabilities 2019: $0Net Assets 2019: $3,568,9982019Assets 2020: $3,594,031Liabilities 2020: $0Net Assets 2020: $3,594,0312020Assets 2021: $3,754,207Liabilities 2021: $0Net Assets 2021: $3,754,2072021Assets 2022: $3,803,647Liabilities 2022: $0Net Assets 2022: $3,803,6472022Assets 2023: $3,781,456Liabilities 2023: $0Net Assets 2023: $3,781,4562023Assets 2024: $3,941,720Liabilities 2024: $0Net Assets 2024: $3,941,7202024

Highlighted filing

2017

Assets$2,674,896
Liabilities$0
Net Assets$2,674,896

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $86,8992011Expenses 2012: $89,7352012Revenue 2013: $236,252Expenses 2013: $92,428Net Income 2013: $143,8242013Revenue 2014: $108,856Expenses 2014: $90,940Net Income 2014: $17,9162014Revenue 2016: $116,650Expenses 2016: $91,621Net Income 2016: $25,0292016Revenue 2017: $108,700Expenses 2017: $95,064Net Income 2017: $13,6362017Revenue 2018: $209,038Expenses 2018: $115,058Net Income 2018: $93,9802018Revenue 2019: $1,079,430Expenses 2019: $279,308Net Income 2019: $800,1222019Revenue 2020: $141,888Expenses 2020: $116,855Net Income 2020: $25,0332020Revenue 2021: $273,134Expenses 2021: $112,958Net Income 2021: $160,1762021Revenue 2022: $160,857Expenses 2022: $111,417Net Income 2022: $49,4402022Revenue 2023: $97,855Expenses 2023: $120,046Net Income 2023: -$22,1912023Revenue 2024: $288,313Expenses 2024: $128,049Net Income 2024: $160,2642024

Highlighted filing

2017

Revenue$108,700
Expenses$95,064
Net Income$13,636
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 15, 2018
Return Version
2017v2.2
Gross Receipts
$219,607
Mission and Program Overview

Mission

To support the charitable purpose of the organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,583,777$2,607,089▲ $23,312
Cap Stk Tr Prin Current Funds$2,592,427$2,592,427→ $0
Rtn Earn Endowment Incm Other Fnds$68,833$82,469▲ $13,636
Savings and Temporary Cash Investments$77,483$67,807▼ $9,676
Total Assets$2,661,260$2,674,896▲ $13,636
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,661,260$2,674,896▲ $13,636
Total Liabilities and Net Assets / Fund Balance$2,661,260$2,674,896▲ $13,636
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$108,700
Other Revenue
$0
Change in Net Assets
$13,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$84,543
Other Expenses$10,521
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$84,543--$84,543
Fees for Service Investment Mgmnt Fees$0$8,825$0$8,825
Fees for Services Accounting$1,485$0$0$1,485
Other Expenses$15$0$0$15
Total Functional Expenses$86,239$8,825$0$95,064
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
IL ELKS CRIPPLED CHILDREN'S CORPChatham, IL501(c)(3)To Support the Charitable Purpose of the Organization$81,601
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Trustee of the OrganizatioTrustee FeesNo$8,825
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Filing and Contact Details

Filer

Filer Name
Samuel S Coggeshall Jr Charitable Tr
EIN
36-7233390
Phone
2175472386
Address
120 S CHATHAM RD Attn Trust Dept, SPRINGFIELD, IL 62704

Signing Officer

Name
Sarah Robinson
Title
Trustee
Phone
2175472386
Signed
2018-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Robinson
Formed
1989
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Lay & Associates CPA Inc
Address
117 West Mulberry, Chatham, IL 62629
Preparer
Elvin T Lay
Phone
2174832727
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

A copy of the return is provided to the trustee prior to filing.

Pt VI, Line 19

The organization's governing documents, conflict of interest policy and financial statements are not made available to the public.

Pt XI

Prior period adjustment due to misreporting of investments on prior year 990

Raw XML Appendix304 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION
IRS990/BooksInCareOfDetail/PersonNm0UNITED COMMUNITY BANK
IRS990/BooksInCareOfDetail/PhoneNum02177873000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01900 W ILES AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd062704
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02592427
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02592427
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt084543
IRS990/CYInvestmentIncomeAmt0108700
IRS990/CYOtherExpensesAmt010521
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt013636
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt095064
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0108700
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CONTRIBUTION TO THE ILLINOIS ELKS CRIPPLED CHILDREN'S CORPORATION AS THE SPECIFIED DONEE OF THE TRUST
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt086239
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01485
IRS990/FeesForServicesAccountingGrp/TotalAmt01485
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08825
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08825
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0UNITED COMMUNITY BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0357
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt084543
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt084543
IRS990/GrantsToDomesticOrgsGrp/TotalAmt084543
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0111264
IRS990/GrossReceiptsAmt0219607
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt09925
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt09925
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt098418
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02583777
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02607089
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0110907
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE CHARITABLE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02661260
IRS990/NetAssetsOrFundBalancesEOYAmt02674896
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0357
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0357
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/Desc1FILING FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt0196
IRS990/OtherExpensesGrp/ProgramServicesAmt115
IRS990/OtherExpensesGrp/TotalAmt0196
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ALLIANCE BERNSTEIN HOLDINGS LP
IRS990/OtherRevenueMiscGrp/Desc1ENERGY TRANSFER PARTNERS
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SARAH ROBINSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt081601
IRS990/PYInvestmentIncomeAmt0115251
IRS990/PYOtherExpensesAmt010020
IRS990/PYOtherRevenueAmt01399
IRS990/PYRevenuesLessExpensesAmt025029
IRS990/PYTotalExpensesAmt091621
IRS990/PYTotalRevenueAmt0116650
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt013636
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt068833
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt082469
IRS990/SavingsAndTempCashInvstGrp/BOYAmt077483
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067807
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371238064
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt084543
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0IL ELKS CRIPPLED CHILDREN'S CORP
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt084543
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt081601
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0IL ELKS CRIPPLED CHILDREN'S CORP
IRS990ScheduleI/RecipientTable/RecipientEIN0371238064
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01201 N MAIN PO BOX 222
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHATHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd062629
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0UNITED COMMUNITY BANK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE OF THE ORGANIZATIO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt08825
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0TRUSTEE FEES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN IS PROVIDED TO THE TRUSTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT DUE TO MISREPORTING OF INVESTMENTS ON PRIOR YEAR 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02661260
IRS990/TotalAssetsEOYAmt02674896
IRS990/TotalAssetsGrp/BOYAmt02661260
IRS990/TotalAssetsGrp/EOYAmt02674896
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08825
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt086239
IRS990/TotalFunctionalExpensesGrp/TotalAmt095064
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02661260
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02674896
IRS990/TotalProgramServiceExpensesAmt086239
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0108700
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02661260
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02674896
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01900 W ILES
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062704
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02175472386
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL S COGGESHALL JR CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0367233390
ReturnHeader/Filer/PhoneNum02175472386
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 S CHATHAM RD Attn Trust Dept
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B9287ECD3EF3B6305479A07DA2C3D99DF7FE3819
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B9287ECD3EF3B6305479A07DA2C3D99DF7FE3819
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.103.111.133
ReturnHeader/FilingSecurityInformation/IPDt02018-03-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:53:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lay & Associates CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117 West Mulberry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chatham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062629
ReturnHeader/PreparerPersonGrp/PhoneNum02174832727
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELVIN T LAY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-11T08:53:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.29$0.13$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$0.10$0.12$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.16$0.11$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.00$3.75$0.27$0.11$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.14$0.12$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.00$3.57$1.08$0.28$0.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.21$0.12$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.11$0.10$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.12$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.11$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.24$0.09$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.00$2.52$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$0.09