Civic Intelligence

Katherine Bogadus Tr UW

990PF • Fiscal year 2013 • EIN 37-6062479

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization Profile
508 BroadwayNormal, IL 62656

(217) 735-5551

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

57th percentile

3.4%

Faster asset growth than 57% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,762,937

Up $58,025 (+3.4%) from 2012

Net Assets

Up

$1,762,937

Up $58,025 (+3.4%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin80th percentile

Revenue

$228,515

No earlier filing loaded for comparison.

Expenses

Down

$157,922

Down $1,876 (-1.2%) from 2012

Net Income

$70,593

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,564,493Liabilities 2011: $0Net Assets 2011: $1,564,4932011Assets 2012: $1,704,912Liabilities 2012: $0Net Assets 2012: $1,704,9122012Assets 2013: $1,762,937Liabilities 2013: $1Net Assets 2013: $1,762,9372013Assets 2014: $1,792,959Liabilities 2014: $1Net Assets 2014: $1,792,9592014Assets 2015: $1,958,228Liabilities 2015: $1Net Assets 2015: $1,958,2282015Assets 2016: $1,956,002Liabilities 2016: $0Net Assets 2016: $1,956,0022016Assets 2017: $1,971,056Liabilities 2017: $0Net Assets 2017: $1,971,0562017Assets 2018: $1,996,529Liabilities 2018: $0Net Assets 2018: $1,996,5292018Assets 2019: $2,052,246Liabilities 2019: $1Net Assets 2019: $2,052,2462019Assets 2020: $2,048,868Liabilities 2020: $1Net Assets 2020: $2,048,8682020Assets 2021: $2,180,383Liabilities 2021: $1Net Assets 2021: $2,180,3832021Assets 2022: $2,123,262Liabilities 2022: $1Net Assets 2022: $2,123,2622022Assets 2023: $2,067,871Liabilities 2023: $1Net Assets 2023: $2,067,8712023Assets 2024: $1,994,762Liabilities 2024: $0Net Assets 2024: $1,994,7622024

Highlighted filing

2013

Assets$1,762,937
Liabilities$1
Net Assets$1,762,937
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $117,5522011Expenses 2012: $159,7982012Revenue 2013: $228,515Expenses 2013: $157,922Net Income 2013: $70,5932013Revenue 2014: $249,076Expenses 2014: $190,836Net Income 2014: $58,2402014Revenue 2015: $337,183Expenses 2015: $103,801Net Income 2015: $233,3822015Revenue 2016: $165,291Expenses 2016: $126,147Net Income 2016: $39,1442016Revenue 2017: $182,640Expenses 2017: $112,258Net Income 2017: $70,3822017Revenue 2018: $178,570Expenses 2018: $129,357Net Income 2018: $49,2132018Revenue 2019: $232,315Expenses 2019: $193,844Net Income 2019: $38,4712019Revenue 2020: $223,989Expenses 2020: $184,043Net Income 2020: $39,9462020Revenue 2021: $296,959Expenses 2021: $107,455Net Income 2021: $189,5042021Revenue 2022: $139,636Expenses 2022: $130,440Net Income 2022: $9,1962022Revenue 2023: $197,199Expenses 2023: $233,862Net Income 2023: -$36,6632023Revenue 2024: $177,755Expenses 2024: $245,905Net Income 2024: -$68,1502024

Highlighted filing

2013

Revenue$228,515
Expenses$157,922
Net Income$70,593
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL L NUNNERYVice President-$0--
Filing and Contact Details

Filer

EIN
37-6062479
Phone
2177355551

Signing Officer

Name
Gail Nunnery
Title
Vice President
Signed
2014-05-09
Discuss with paid preparer
Yes

Preparer

Preparer
Rochelle L Moore
Phone
2179358490
Raw XML Appendix315 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt067272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02400 SH GENERAL ELECTRIC COMPANY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26112.446 SH FED GROWTH STRATEGIES #677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34,588.224 SH FED US GOVT SEC FD FGS #9
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt070593
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt031480
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0834
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01636
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0133486
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0120918
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01896423
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01704912
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01762937
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0178257
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt044771
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0178257
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt046368
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0133486
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01597
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01597
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01597
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GAIL L NUNNERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10508 Broadway
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0626560529
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0626560529
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Gail L Nunnery
IRS990PF/StatementsRegardingActyGrp/PhoneNum02177355551
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COLLEGE TUITION LOANS (GRANTS) MADE TO TWENTY-EIGHT (28) DIFFERENT STUDENTS AVERAGING $4,276.93 PER STUDENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0119754
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS MUST SUBMIT A TRANSCRIPT OF THEIR HIGH SCHOOL GRADES, A PROPOSED BUDGET OF EXPENSES AND MUST HAVE A PERSONAL INTERVIEW WITH THE TRUSTEE WHO MAKES THE FINAL DECISION ON GRANTS AND LOANS. APPLICANTS MUST PROVIDE EVIDENCE OF THEIR FINANCIAL NEED IN ORDER TO BE CONSIDERED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CO GAIL NUNNERYVP TRUST OFFICER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02177355551
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10508 BROADWAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0LINCOLN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode0626560529
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS AND LOANS ARE MADE FOR ONE TERM OR ACADEMIC PERIOD. GRANTS AND LOANS ARE MADE ONLY TO HIGH SCHOOL GRADUATES OF THE HIGH SCHOOLS IN DEWITT COUNTY SO THAT THEY MAY ATTEND OR MAY CONTINUE ATTENDING EDUCATIONAL INSTITUTIONS THAT ARE DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE; AND/OR TO DESCENDANTS OF THE FIRST COUSINS OF THE CREATOR OF THIS TRUST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0119754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL AT INSTITUTION LISTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1013 ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0DEWITT COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode061727
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0119754
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/AppliedToCurrentYearAmt0128249
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012865
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0178257
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0141114
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050008
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012865
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0347
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0487
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0834
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0347
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0849575
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0STUDENT LOANS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0837113
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0837113
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0133486
OtherDecreasesSchedule/OtherDecreasesDetail/Description0REPAYMENT OF PRINCIPAL ON LOANS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PUBLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt133
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt038724
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt038724
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt038724
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0119754
OtherIncreasesSchedule/OtherIncreasesDetail/Amount11164
OtherIncreasesSchedule/OtherIncreasesDetail/Description0LOANS PAID OUT
OtherIncreasesSchedule/OtherIncreasesDetail/Description1WRITE-OFFS AND ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt014014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt019686
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014014
TaxesSchedule/TaxesDetail/Amt01636
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL NUNNERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Katherine Bogardus Trust UW
ReturnHeader/Filer/BusinessName/BusinessNameLine20State Bank of Lincoln Trustee
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0376062479
ReturnHeader/Filer/PhoneNum02177355551
ReturnHeader/Filer/USAddress/AddressLine10508 Broadway
ReturnHeader/Filer/USAddress/City0Lincoln
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Save Moore Tax & Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10118 Warner Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Clinton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode061727
ReturnHeader/PreparerPersonGrp/PhoneNum02179358490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rochelle L Moore
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-09T08:54:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,762,937
Liabilities
$1
Net assets
$1,762,937
Revenue
$228,515
Expenses
$157,922
Net income
$70,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.18$0.25$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.20$0.23$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.14$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.30$0.11$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.22$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.23$0.19$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.18$0.13$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.18$0.11$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.17$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.34$0.10$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.25$0.19$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.23$0.16$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $1M-$5M nonprofits