Civic Intelligence

Harry a Klene Trust

990PF • Fiscal year 2021 • EIN 37-6036854

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
4820 Broadway StQuincy, IL 62305

(217) 277-0153

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$15,492

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

1.4%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

59%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,634,324

Up $65,723 (+1.4%) from 2020

Net Assets

Up

$4,634,324

Up $65,723 (+1.4%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin9th percentile

Revenue

Up

$243,832

Up $90,162 (+59%) from 2020

Expenses

Up

$347,911

Up $21,159 (+6.5%) from 2020

Net Income

Up

-$104,079

Up $69,003 (+40%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $4,591,370Liabilities 2018: $0Net Assets 2018: $4,591,3702018Assets 2019: $4,704,341Liabilities 2019: $1Net Assets 2019: $4,704,3412019Assets 2020: $4,568,601Liabilities 2020: $1Net Assets 2020: $4,568,6012020Assets 2021: $4,634,324Liabilities 2021: $1Net Assets 2021: $4,634,3242021Assets 2022: $4,493,969Liabilities 2022: $1Net Assets 2022: $4,493,9692022Assets 2023: $5,596,637Liabilities 2023: $1Net Assets 2023: $5,596,6372023Assets 2024: $5,627,831Liabilities 2024: $0Net Assets 2024: $5,627,8312024

Highlighted filing

2021

Assets$4,634,324
Liabilities$1
Net Assets$4,634,324
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

$400K$200K$0-$200KRevenue 2018: $289,729Expenses 2018: $237,211Net Income 2018: $52,5182018Revenue 2019: $186,840Expenses 2019: $294,959Net Income 2019: -$108,1192019Revenue 2020: $153,670Expenses 2020: $326,752Net Income 2020: -$173,0822020Revenue 2021: $243,832Expenses 2021: $347,911Net Income 2021: -$104,0792021Revenue 2022: $304,283Expenses 2022: $292,604Net Income 2022: $11,6792022Revenue 2023: $285,892Expenses 2023: $314,809Net Income 2023: -$28,9172023Revenue 2024: $339,402Expenses 2024: $305,776Net Income 2024: $33,6262024

Highlighted filing

2021

Revenue$243,832
Expenses$347,911
Net Income-$104,079
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$15,492-$15,492
Filing and Contact Details

Filer

Filer Name
Harry a Klene Trust
EIN
37-6036854
Phone
2172770153
Address
4820 BROADWAY ST, QUINCY, IL 62305

Signing Officer

Name
State Street Bank Trust Co
Title
Trustee
Phone
2172770153
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Gray Hunter Stenn Llp
Address
500 MAINE ST, QUINCY, IL 62301
Preparer
Gary L Blickhan CPA
Phone
2172220304
Raw XML Appendix324 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST FRANCIS CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01119 S 7TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11721 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21730 N 18TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1QUINCY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd162301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0220183
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04421
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0220183
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0230445
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0224604
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0226024
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0220183
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0218
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0873
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0655
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0109657
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0109657
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FARM INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OKLAHOMA TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt071968
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt164103
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt071968
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt164103
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21920
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0169802
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
TaxesSchedule/TaxesDetail/Amt0371
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02172770153
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRY A KLENE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0376036854
ReturnHeader/Filer/PhoneNum02172770153
ReturnHeader/Filer/USAddress/AddressLine1Txt04820 BROADWAY ST
ReturnHeader/Filer/USAddress/CityNm0QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363077757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY HUNTER STENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 MAINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062301
ReturnHeader/PreparerPersonGrp/PhoneNum02172220304
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L BLICKHAN CPA
ReturnHeader/ReturnTs02022-05-16T10:42:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SNYDER
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
$4,634,324
Liabilities
$1
Net assets
$4,634,324
Revenue
$243,832
Expenses
$347,911
Net income
-$104,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.34$0.31$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.29$0.31$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.30$0.29$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.24$0.35$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.15$0.33$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.19$0.29$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.29$0.24$0.05