Civic Intelligence

Mary Ellen Defenbaugh Charitable Trust

990EZ • Fiscal year 2017 • EIN 37-1410645

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 05, 2017

PO Box 529Mattoon, IL 61938

(217) 345-8336

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.74x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

40th percentile

-0.0%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$486,988

No earlier filing loaded for comparison.

Net Assets

$454,067

No earlier filing loaded for comparison.

Liabilities

$32,921

No earlier filing loaded for comparison.

Revenue

$44,769

No earlier filing loaded for comparison.

Expenses

$44,779

No earlier filing loaded for comparison.

Net Income

-$10

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $486,988Liabilities 2017: $32,921Net Assets 2017: $454,0672017Assets 2018: $487,699Liabilities 2018: $33,632Net Assets 2018: $454,0672018Assets 2019: $482,529Liabilities 2019: $30,535Net Assets 2019: $451,9942019Assets 2020: $483,850Liabilities 2020: $31,856Net Assets 2020: $451,9942020Assets 2021: $485,795Liabilities 2021: $33,801Net Assets 2021: $451,9942021Assets 2022: $516,820Liabilities 2022: $64,826Net Assets 2022: $451,9942022Assets 2023: $492,807Liabilities 2023: $40,813Net Assets 2023: $451,9942023Assets 2024: $509,025Liabilities 2024: $57,031Net Assets 2024: $451,9942024Assets 2025: $498,703Liabilities 2025: $46,709Net Assets 2025: $451,9942025

Highlighted filing

2017

Assets$486,988
Liabilities$32,921
Net Assets$454,067

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $44,769Expenses 2017: $44,779Net Income 2017: -$102017Revenue 2018: $46,575Expenses 2018: $46,575Net Income 2018: $02018Revenue 2019: $39,579Expenses 2019: $41,652Net Income 2019: -$2,0732019Revenue 2020: $47,969Expenses 2020: $47,969Net Income 2020: $02020Revenue 2021: $46,146Expenses 2021: $46,146Net Income 2021: $02021Revenue 2022: $34,962Expenses 2022: $34,962Net Income 2022: $02022Revenue 2023: $56,116Expenses 2023: $56,116Net Income 2023: $02023Revenue 2024: $60,564Expenses 2024: $60,564Net Income 2024: $02024Revenue 2025: $67,799Expenses 2025: $67,799Net Income 2025: $02025

Highlighted filing

2017

Revenue$44,769
Expenses$44,779
Net Income-$10
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 5, 2017
Return Version
2016v3.0
Gross Receipts
$56,703
Mission and Program Overview

Mission

Net income to be distributed annually for maintaining a scholarship known as the John R. and Mary Ellen Defenbaugh Memorial Scholarship for qualified students accepted at the University of Illinois Medical School, who have maintained a good academic record and moral standards and who are in need of financial assistance. The selection for the scholarship must be made by the Dean of the University of Illinois Medical School or a comittee of professors selected by the Dean.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP FOR UNIVERSITY OF ILLINOIS MEDICAL SCHOOL$32,921$32,921
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA WALKTrust Officer-$0--
Filing and Contact Details

Filer

Filer Name
Mary Ellen Defenbaugh Charitable Trust
EIN
37-1410645
Phone
2173458336
Address
PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
Laura Walk
Title
Trust Officer
Signed
2017-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert Metzger & Madigan LLP
Address
6029 Park Drive Ste A, Charleston, IL 61920
Preparer
Joyce A Madigan
Phone
2173452128
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: University | Donee's Name: University of IL Foundation | Donee's Address: 1305 W. Green St, Harker Hall Urbana IL 61801 | Cash Amount Given: $32921

Other Expenses.1

TRUSTEE FEES $2943

Other Expenses.2

ANNUAL FILING FEE $15

Total Liabilities.1002

Grants Payable - Beginning $32924 Grants Payable - Ending $32921

Raw XML Appendix194 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: University | Donee's Name: University of IL Foundation | Donee's Address: 1305 W. Green St, Harker Hall Urbana IL 61801 | Cash Amount Given: $32921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE FEES $2943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL FILING FEE $15
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY ELLEN DEFENBAUGH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0371410645
ReturnHeader/Filer/PhoneNum02173458336
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061920
ReturnHeader/PreparerPersonGrp/PhoneNum02173452128
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joyce A Madigan
ReturnHeader/ReturnTs02017-12-05T14:09:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings