Civic Intelligence

Winifred H Knox Charitable Trust C/O E William Lefevre Trustee

990PF • Fiscal year 2015 • EIN 36-7288681

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profile
3974 Illinois StreetDixon, IL 61021

(815) 440-3505

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

8th percentile

-63%

Higher net margin than 8% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

34th percentile

$49,850

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

35th percentile

-2.0%

Faster asset growth than 35% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$9,222,718

Down $191,934 (-2.0%) from 2014

Net Assets

Down

$9,222,718

Down $191,934 (-2.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin8th percentile

Revenue

Down

$304,479

Down $604,845 (-67%) from 2014

Expenses

Down

$496,413

Down $20,782 (-4.0%) from 2014

Net Income

Down

-$191,934

Down $584,063 (-149%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$10M$5.0M$0Assets 2013: $9,022,523Liabilities 2013: $0Net Assets 2013: $9,022,5232013Assets 2014: $9,414,652Liabilities 2014: $0Net Assets 2014: $9,414,6522014Assets 2015: $9,222,718Liabilities 2015: $0Net Assets 2015: $9,222,7182015Assets 2016: $9,087,711Liabilities 2016: $0Net Assets 2016: $9,087,7112016Assets 2017: $9,024,653Liabilities 2017: $0Net Assets 2017: $9,024,6532017Assets 2018: $8,936,798Liabilities 2018: $0Net Assets 2018: $8,936,7982018Assets 2019: $8,785,516Liabilities 2019: $0Net Assets 2019: $8,785,5162019Assets 2020: $8,587,770Liabilities 2020: $0Net Assets 2020: $8,587,7702020Assets 2021: $8,685,266Liabilities 2021: $0Net Assets 2021: $8,685,2662021Assets 2022: $8,657,125Liabilities 2022: $0Net Assets 2022: $8,657,1252022Assets 2023: $8,637,655Liabilities 2023: $0Net Assets 2023: $8,637,6552023Assets 2024: $8,545,539Liabilities 2024: $0Net Assets 2024: $8,545,5392024

Highlighted filing

2015

Assets$9,222,718
Liabilities$0
Net Assets$9,222,718
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $666,523Expenses 2013: $550,119Net Income 2013: $116,4042013Revenue 2014: $909,324Expenses 2014: $517,195Net Income 2014: $392,1292014Revenue 2015: $304,479Expenses 2015: $496,413Net Income 2015: -$191,9342015Revenue 2016: $344,320Expenses 2016: $479,327Net Income 2016: -$135,0072016Revenue 2017: $435,297Expenses 2017: $498,355Net Income 2017: -$63,0582017Revenue 2018: $393,238Expenses 2018: $481,093Net Income 2018: -$87,8552018Revenue 2019: $343,146Expenses 2019: $494,428Net Income 2019: -$151,2822019Revenue 2020: $247,576Expenses 2020: $445,322Net Income 2020: -$197,7462020Revenue 2021: $634,136Expenses 2021: $536,640Net Income 2021: $97,4962021Revenue 2022: $490,148Expenses 2022: $518,289Net Income 2022: -$28,1412022Revenue 2023: $492,117Expenses 2023: $511,587Net Income 2023: -$19,4702023Revenue 2024: $486,263Expenses 2024: $578,379Net Income 2024: -$92,1162024

Highlighted filing

2015

Revenue$304,479
Expenses$496,413
Net Income-$191,934
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E WILLIAM LEFEVRETrustee-$49,850-$49,850
Filing and Contact Details

Filer

Filer Name
Winifred H Knox Charitable Trust
EIN
36-7288681
Phone
8154403505
Address
3974 ILLINOIS STREET, DIXON, IL 61021

Signing Officer

Name
368325
Title
Trustee
Phone
8154403505
Signed
2016-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Bansley and Kiener Llp
Address
8745 W HIGGINS RD STE 200, CHICAGO, IL 60631-2704
Preparer
Robert J Marschalk
Phone
3122632700
Raw XML Appendix356 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0E WILLIAM LEFEVRE
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRANKLIN GROVE PUBLIC LIBRARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1112 S ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DIXON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FRANKLIN GROVE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0336000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0327880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04133
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04133
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt069495
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010516
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0348463
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020583
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073628
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053045
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt017500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ILLINOIS CHARITY BUREAU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CUSTOM MOWING OF PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LEE COUNTY FARM BUREAU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SAFE DEPOSIT BOX FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030950
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21377
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt34000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt460
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt560
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21377
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt460
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt560
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0636
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0636
TaxesSchedule/TaxesDetail/Amt021436
TaxesSchedule/TaxesDetail/Amt12451
TaxesSchedule/TaxesDetail/Amt230681
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12451
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt230681
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0368325
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08154403505
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINIFRED H KNOX CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O E WILLIAM LEFEVRE TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0WINI
ReturnHeader/Filer/EIN0367288681
ReturnHeader/Filer/PhoneNum08154403505
ReturnHeader/Filer/USAddress/AddressLine1Txt03974 ILLINOIS STREET
ReturnHeader/Filer/USAddress/CityNm0DIXON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362152389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BANSLEY AND KIENER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08745 W HIGGINS RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606312704
ReturnHeader/PreparerPersonGrp/PhoneNum03122632700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J MARSCHALK
ReturnHeader/ReturnTs02016-05-11T16:40:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,222,718
Liabilities
$0
Net assets
$9,222,718
Revenue
$304,479
Expenses
$496,413
Net income
-$191,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.49$0.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.49$0.51$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.49$0.52$0.03
2021Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.63$0.54$0.10
2020Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$0.25$0.45$0.20
2019Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.34$0.49$0.15
2018Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$0.39$0.48$0.09
2017Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$0.44$0.50$0.06
2016Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.34$0.48$0.14
2015Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$0.30$0.50$0.19
2014Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.91$0.52$0.39
2013Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$0.67$0.55$0.12