Civic Intelligence

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

990PF • Fiscal year 2014 • EIN 36-7288681

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
108 Elm StreetFranklin Grove, IL 61031

(815) 284-1138

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

33rd percentile

$48,400

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

58th percentile

4.3%

Faster asset growth than 58% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$9,414,652

Up $392,129 (+4.3%) from 2013

Net Assets

Up

$9,414,652

Up $392,129 (+4.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin86th percentile

Revenue

Up

$909,324

Up $242,801 (+36%) from 2013

Expenses

Down

$517,195

Down $32,924 (-6.0%) from 2013

Net Income

Up

$392,129

Up $275,725 (+237%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2014

Assets$9,414,652
Liabilities$0
Net Assets$9,414,652
Open 2014 Filing

Operations Trend

Revenue Growth82nd 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

2014

Revenue$909,324
Expenses$517,195
Net Income$392,129
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E WILLIAM LEFEVREDirector-$48,400-$48,400
Filing and Contact Details

Filer

Filer Name
Winifred H Knox Charitable Trust
EIN
36-7288681
Phone
8152841138
Address
108 ELM STREET, FRANKLIN GROVE, IL 61031

Signing Officer

Name
368325
Title
Director
Phone
8154562311
Signed
2015-05-12
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 Appendix350 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/UndistributedIncomeGrp/Taxable2Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11316
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt229761
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0368325
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08154562311
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINIFRED H KNOX CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM LEFEVRE
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ReturnHeader/Filer/EIN0367288681
ReturnHeader/Filer/PhoneNum08152841138
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08745 W HIGGINS RD STE 200
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ReturnHeader/PreparerPersonGrp/PhoneNum03122632700
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J MARSCHALK
ReturnHeader/ReturnTs02015-05-13T16:19:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,414,652
Liabilities
$0
Net assets
$9,414,652
Revenue
$909,324
Expenses
$517,195
Net income
$392,129
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