Civic Intelligence

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

990PF • Fiscal year 2021 • EIN 36-7288681

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

52nd percentile

15%

Higher net margin than 52% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$56,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

29th percentile

1.1%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

156%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,685,266

Up $97,496 (+1.1%) from 2020

Net Assets

Up

$8,685,266

Up $97,496 (+1.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin52nd percentile

Revenue

Up

$634,136

Up $386,560 (+156%) from 2020

Expenses

Up

$536,640

Up $91,318 (+21%) from 2020

Net Income

Up

$97,496

Up $295,242 (+149%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$8,685,266
Liabilities$0
Net Assets$8,685,266
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$634,136
Expenses$536,640
Net Income$97,496
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E WILLIAM LEFEVRETrustee-$56,000-$56,000
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
E William Lefevre
Title
Trustee
Phone
8154403505
Signed
2022-05-12
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 Appendix341 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE PROPERTY IS HELD IN ACCORDANCE WITH THE REFORMED CHARITABLE TRUST
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1DATED JUNE 2, 2000. IN ACCORDANCE WITH ARTICLE V, PARAGRAPH 8, THE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2PROPERTY IS LEASED OUT SOLELY FOR AGRICULTURAL PURPOSES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161031
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0387305
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
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0382700
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0382700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09051
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029996
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029996
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt090449
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09051
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033500
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0401305
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018605
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0120445
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0101840
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01418
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01418
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SAFE DEPOSIT BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FARM BUREAU DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PROPERTY MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt034663
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11273
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt260
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt385
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt413500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034663
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt413500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0824
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SYNGENTA SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0824
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0824
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0400
TaxesSchedule/TaxesDetail/Amt05422
TaxesSchedule/TaxesDetail/Amt134934
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1LEE COUNTY REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05422
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt134934
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0E WILLIAM LEFEVRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08154403505
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J MARSCHALK
ReturnHeader/ReturnTs02022-06-07T09:23:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAM LEFEVRE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,685,266
Liabilities
$0
Net assets
$8,685,266
Revenue
$634,136
Expenses
$536,640
Net income
$97,496
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