Civic Intelligence

Harry a Klene Trust

990PF • Fiscal year 2022 • EIN 37-6036854

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 28, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

46th percentile

3.8%

Higher net margin than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$14,771

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

25%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,493,969

Down $140,355 (-3.0%) from 2021

Net Assets

Down

$4,493,969

Down $140,355 (-3.0%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin46th percentile

Revenue

Up

$304,283

Up $60,451 (+25%) from 2021

Expenses

Down

$292,604

Down $55,307 (-16%) from 2021

Net Income

Up

$11,679

Up $115,758 (+111%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2022

Assets$4,493,969
Liabilities$1
Net Assets$4,493,969
Open 2022 Filing

Operations Trend

Revenue Growth72nd 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

2022

Revenue$304,283
Expenses$292,604
Net Income$11,679
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$14,771-$14,771
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
2023-04-28
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 Appendix327 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0226024
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0223676
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0231701
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0217999
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0226024
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01638
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06553
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04915
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0152034
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN MARKET VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt041622
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt041622
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FARM INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OKLAHOMA TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt094195
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1103835
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt094195
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1103835
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt24326
TaxesSchedule/TaxesDetail/Amt02234
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02172770153
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-28
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L BLICKHAN CPA
ReturnHeader/ReturnTs02023-05-10T09:27:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SNYDER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,493,969
Liabilities
$1
Net assets
$4,493,969
Revenue
$304,283
Expenses
$292,604
Net income
$11,679
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