Civic Intelligence

Paul L Jehle Trust

990 • Fiscal year 2020 • EIN 36-7287795

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

Organization ProfileN/A
C/O First American Bank 218 W MaiDundee, IL 60118

(847) 426-6771

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$42,009

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M 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 / Assets15th percentile

Assets

$4,985,302

No earlier filing loaded for comparison.

Net Assets

$4,985,302

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin89th percentile

Revenue

$649,451

No earlier filing loaded for comparison.

Expenses

$351,672

No earlier filing loaded for comparison.

Net Income

$297,779

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.

$6.0M$4.0M$2.0M$0Assets 2020: $4,985,302Liabilities 2020: $0Net Assets 2020: $4,985,3022020Assets 2021: $5,220,261Liabilities 2021: $0Net Assets 2021: $5,220,2612021Assets 2022: $4,675,628Liabilities 2022: $0Net Assets 2022: $4,675,6282022Assets 2023: $4,511,879Liabilities 2023: $20,099Net Assets 2023: $4,491,7802023Assets 2024: $4,603,228Liabilities 2024: $681Net Assets 2024: $4,602,5472024

Highlighted filing

2020

Assets$4,985,302
Liabilities$0
Net Assets$4,985,302
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2020: $649,451Expenses 2020: $351,672Net Income 2020: $297,7792020Revenue 2021: $609,323Expenses 2021: $374,364Net Income 2021: $234,9592021Revenue 2022: -$136,848Expenses 2022: $404,928Net Income 2022: -$541,7762022Revenue 2023: $212,925Expenses 2023: $396,773Net Income 2023: -$183,8482023Revenue 2024: $509,425Expenses 2024: $398,658Net Income 2024: $110,7672024

Highlighted filing

2020

Revenue$649,451
Expenses$351,672
Net Income$297,779
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.0
Gross Receipts
$1,961,732
Mission and Program Overview

Mission

Paul l jehle trust is a type iii supporting organization which supports the first congregational church of elgin, elign, illinois

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,560,141$4,850,588▲ $290,447
Cap Stk Tr Prin Current Funds$4,685,384$4,685,384→ $0
Rtn Earn Endowment Incm Other Fnds-$299,918-
Savings and Temporary Cash Investments$125,243$134,714▲ $9,471
Total Assets$4,685,384$4,985,302▲ $299,918
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,685,384$4,985,302▲ $299,918
Total Liabilities and Net Assets / Fund Balance$4,685,384$4,985,302▲ $299,918
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
-Trustee$42,009$42,009
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$649,451
Other Revenue
$0
Change in Net Assets
$297,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$307,436
Salaries, Compensation, and Employee Benefits$42,009
Other Expenses$2,227
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$307,436--$307,436
Current Officers, Directors, Trustees, and Key Employees-$42,009-$42,009
Fees for Services Other-$1,083-$1,083
Fees for Services Accounting-$900-$900
All Other Expenses-$244-$244
Total Functional Expenses$307,436$44,236$0$351,672
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
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
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 11-description of Process for Review

“Trustee reviews the 990 before it is filed”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Internal audits, annual disclosure forms”

Form 990, Page 6, Part VI, Line 19

“The trust document, conflict of interest policy and financial statements are made available upon request”

Filing and Contact Details

Filer

Filer Name
Jehle Paul L Trust
EIN
36-7287795
Phone
8474266771
Address
C/O FIRST AMERICAN BANK 218 W MAI, DUNDEE, IL 60118

Signing Officer

Name
First American Bank
Title
Trustee
Phone
8474266771
Signed
2021-04-21
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Trustax LLC
Address
6451 WHEATSTONE CT, MAUMEE, OH 43537
Preparer
Grant M Keune
Phone
4198685555
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Ric distribution adjustment $2,139”

Raw XML Appendix345 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee was appointed in the trust document. The trustee reports activity to the supported organization quarterly, meets with the Finance Committee of the supporting organization, makes quarterly distributions, is available upon request to discuss the trust, performance or any issue related thereto with the supporting organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Although the trust document specifically states that the trustee shall have the power to invest and reinvest the trust estate property; the trustee works with the beneficiary to listen to their needs and make adjustments when the trustee determines adjustments should be made. The beneficiary is listed in the trust document so there is no selection of grant recipients.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Distribution requirements made to the named charities are attentive to its operations and responsive to their needs. The trustee works with the charities to listen to their needs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Section D, Line 8
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE REVIEWS THE 990 BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNAL AUDITS, ANNUAL DISCLOSURE FORMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RIC DISTRIBUTION ADJUSTMENT $2,139
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04685384
IRS990/TotalAssetsEOYAmt04985302
IRS990/TotalAssetsGrp/BOYAmt04685384
IRS990/TotalAssetsGrp/EOYAmt04985302
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044236
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0307436
IRS990/TotalFunctionalExpensesGrp/TotalAmt0351672
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04685384
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04985302
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt042009
IRS990/TotalRevenueGrp/ExclusionAmt0649451
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0649451
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04685384
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04985302
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST AMERICAN BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08474266771
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEHLE PAUL L TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JEHL
ReturnHeader/Filer/EIN0367287795
ReturnHeader/Filer/PhoneNum08474266771
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FIRST AMERICAN BANK 218 W MAI
ReturnHeader/Filer/USAddress/CityNm0DUNDEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341959490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06451 WHEATSTONE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198685555
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-07T17:00:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$4,985,302
Liabilities
$0
Net assets
$4,985,302
Revenue
$649,451
Expenses
$351,672
Net income
$297,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.51$0.40$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.51$0.02$4.49$0.21$0.40$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.14$0.40$0.54
2021Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.61$0.37$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.65$0.35$0.30