Civic Intelligence

Katherine Bogadus Tr UW

990PF • Fiscal year 2020 • EIN 37-6062479

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
200 W College AveNormal, IL 61761

(309) 662-4444

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.2%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-3.6%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,048,868

Down $3,378 (-0.2%) from 2019

Net Assets

Down

$2,048,868

Down $3,378 (-0.2%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin69th percentile

Revenue

Down

$223,989

Down $8,326 (-3.6%) from 2019

Expenses

Down

$184,043

Down $9,801 (-5.1%) from 2019

Net Income

Up

$39,946

Up $1,475 (+3.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2020

Assets$2,048,868
Liabilities$1
Net Assets$2,048,868
Open 2020 Filing

Operations Trend

Revenue Growth45th 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

2020

Revenue$223,989
Expenses$184,043
Net Income$39,946
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathan IhnesFoundation Mgr.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL AT INSTITUTION LISTEDN/ADEWITT COUNTY, IL, US$94,179
Filing and Contact Details

Filer

Filer Name
Katherine Bogardus Trust UW
EIN
37-6062479
Phone
3096624444
Address
200 W College Ave, Normal, IL 61761

Signing Officer

Name
Martha Jo Orris
Title
Trust Officer
Signed
2021-05-17
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 Appendix361 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 W College Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Normal
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061761
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Nathan Ihnes
IRS990PF/StatementsRegardingActyGrp/PhoneNum03096624444
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COLLEGE TUITION LOANS (GRANTS) MADE TO SIXTEEN (16) DIFFERENT STUDENTS AVERAGING $5,886.18 PER STUDENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt094179
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS MUST SUBMIT AN APPLICATION, TRANSCRIPT(S) OF THEIR HIGH SCHOOL (AND POST-HIGH SCHOOL) GRADES, ACT TEST SCORES, STATEMENT OF ASSETS AND LIABILITIES, PROPOSED BUDGET, COPY OF FAFSA REPORT, PRIVATE EDUCATION LOAN APPLICANT SELF-CERTIFICATION FORM AND STATEMENT OF GOALS. THE TRUSTEE MAKES THE FINAL DECISION ON STUDENT LOANS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CO NATHAN IHNES TRUST OFFICER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03096624444
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0200 W COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NORMAL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd061761
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0STUDENT LOANS ARE GRANTED TO PAY TUITION AND MADE FOR ONE TERM OR ACADEMIC PERIOD TO DEWITT COUNTY, ILLINOIS RESIDENTS 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 DESCENDANTS OF THE FIRST COUSINS OF THE CREATOR OF THIS TRUST. THE TRUSTEE HAS THE DISCRETION TO CONTINUE LOANING TRUST FUNDS TO THE APPLICANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt094179
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/TotalGrantOrContriPdDurYrAmt094179
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/AppliedToYear1Amt0105703
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0203079
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt055624
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105703
IRS990PF/UndistributedIncomeGrp/Taxable1Amt055624
IRS990PF/UndistributedIncomeGrp/Taxable2Amt057967
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt055624
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0203079
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0163670
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0640579
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0STUDENT LOANS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0597115
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0597115
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011064
OtherDecreasesSchedule/OtherDecreasesDetail/Amt125
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2124079
OtherDecreasesSchedule/OtherDecreasesDetail/Amt32335
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCRUED LOAN INTEREST PREVIOUSLY INCLUDED
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FOREIGN TAXES PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2REPAYMENT OF PRINCIPAL ON LOANS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3WRITE-OFFS, ROUNDING ADJUSTMENTS & TIMING DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MAINTENANCE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PUBLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12532
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12532
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03910
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03910
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03910
OtherIncreasesSchedule/OtherIncreasesDetail/Amt094179
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LOANS PAID OUT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt08760
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016618
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07858
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08760
TaxesSchedule/TaxesDetail/Amt065788
TaxesSchedule/TaxesDetail/Amt12576
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA JO ORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Katherine Bogardus Trust UW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Heartland Bank and Trust Trustee
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0376062479
ReturnHeader/Filer/PhoneNum03096624444
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 W College Ave
ReturnHeader/Filer/USAddress/CityNm0Normal
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061761
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752998286
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/ReturnTs02021-05-17T08:48:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARTHA JO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORRIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,048,868
Liabilities
$1
Net assets
$2,048,868
Revenue
$223,989
Expenses
$184,043
Net income
$39,946
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