Civic Intelligence

Katherine Bogadus Tr UW

990PF • Fiscal year 2014 • EIN 37-6062479

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

Organization Profile
508 BroadwayLincoln, IL 62656

(217) 735-5551

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

50th percentile

1.7%

Faster asset growth than 50% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

9.0%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,792,959

Up $30,022 (+1.7%) from 2013

Net Assets

Up

$1,792,959

Up $30,022 (+1.7%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin76th percentile

Revenue

Up

$249,076

Up $20,561 (+9.0%) from 2013

Expenses

Up

$190,836

Up $32,914 (+21%) from 2013

Net Income

Down

$58,240

Down $12,353 (-17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2014

Assets$1,792,959
Liabilities$1
Net Assets$1,792,959
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

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

2014

Revenue$249,076
Expenses$190,836
Net Income$58,240
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL L NUNNERYVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL AT INSTITUTION LISTEDN/ADEWITT COUNTY, IL, US$125,841
Filing and Contact Details

Filer

Filer Name
Katherine Bogardus Trust UW
EIN
37-6062479
Phone
2177355551
Address
508 Broadway, Lincoln, IL 62656

Signing Officer

Name
Gail Nunnery
Title
Vice President
Signed
2015-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Save Moore Tax & Accounting Services
Address
118 Warner Court, Clinton, IL 61727
Preparer
Rochelle L Moore
Phone
2179358490
Raw XML Appendix317 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COLLEGE TUITION LOANS (GRANTS) MADE TO TWENTY-FIVE (25) DIFFERENT STUDENTS AVERAGING $5,033.66 PER STUDENT.
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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/AddressLine1Txt0508 BROADWAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LINCOLN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0626560529
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/Amt0125841
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/AddressLine1Txt013 ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DEWITT COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061727
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125841
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/AppliedToCurrentYearAmt0112715
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt050008
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0194654
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162723
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt081939
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt050008
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0285
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0397
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0682
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0285
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0837113
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0STUDENT LOANS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0809155
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0809155
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09358
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1144814
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FUNDS BORROWED 3/28/14
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1REPAYMENT OF PRINCIPAL ON LOANS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PUBLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt137
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt047886
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt047886
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt047886
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0125841
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1113
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LOANS PAID OUT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1WRITE-OFFS, ADJUSTMENTS & TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt025406
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060694
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt035288
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025406
TaxesSchedule/TaxesDetail/Amt01597
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL NUNNERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Katherine Bogardus Trust UW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0State Bank of Lincoln Trustee
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0376062479
ReturnHeader/Filer/PhoneNum02177355551
ReturnHeader/Filer/USAddress/AddressLine1Txt0508 Broadway
ReturnHeader/Filer/USAddress/CityNm0Lincoln
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Save Moore Tax & Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0118 Warner Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clinton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061727
ReturnHeader/PreparerPersonGrp/PhoneNum02179358490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rochelle L Moore
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-30T08:37:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,792,959
Liabilities
$1
Net assets
$1,792,959
Revenue
$249,076
Expenses
$190,836
Net income
$58,240
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

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