Civic Intelligence

Harry a Klene Trust

990PF • Fiscal year 2023 • EIN 37-6036854

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 23, 2024

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

27th percentile

-10%

Higher net margin than 27% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$13,631

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-6.0%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,596,637

Up $1,102,668 (+25%) from 2022

Net Assets

Up

$5,596,637

Up $1,102,668 (+25%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin27th percentile

Revenue

Down

$285,892

Down $18,391 (-6.0%) from 2022

Expenses

Up

$314,809

Up $22,205 (+7.6%) from 2022

Net Income

Down

-$28,917

Down $40,596 (-348%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2023

Assets$5,596,637
Liabilities$1
Net Assets$5,596,637
Open 2023 Filing

Operations Trend

Revenue Growth31st 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

2023

Revenue$285,892
Expenses$314,809
Net Income-$28,917
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 23, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$13,631-$13,631
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
2024-04-23
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 Appendix309 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/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/AppliedToCurrentYearAmt05688
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0217999
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0248803
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0223687
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0243115
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0217999
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01886
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07545
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05659
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt065464
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065464
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23900
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FARM INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTY SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OKLAHOMA TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt062639
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt175313
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt249152
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt062639
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt175313
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt249152
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt36583
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01131585
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
TaxesSchedule/TaxesDetail/Amt04680
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/SignatureDt02024-04-23
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/PreparationDt02024-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L BLICKHAN CPA
ReturnHeader/ReturnTs02024-05-09T15:11:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SNYDER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,596,637
Liabilities
$1
Net assets
$5,596,637
Revenue
$285,892
Expenses
$314,809
Net income
-$28,917
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