Civic Intelligence

Bertha Cullen Irrevocable Trust 522

990EZ • Fiscal year 2020 • EIN 37-6203945

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization ProfileN/A
PO Box 710Pontiac, IL 61764

(815) 844-6155

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

7.9%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$1,028

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

46th percentile

1.0%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

12%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$161,456

Up $1,645 (+1.0%) from 2019

Net Assets

$161,456

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin54th percentile

Revenue

Up

$20,786

Up $2,153 (+12%) from 2019

Expenses

Up

$19,141

Up $2,189 (+13%) from 2019

Net Income

Down

$1,645

Down $36 (-2.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$200K$150K$100K$50K$0Assets 2011: $172,695Liabilities 2011: $02011Assets 2012: $156,862Liabilities 2012: $02012Assets 2013: $163,613Liabilities 2013: $02013Assets 2014: $157,666Liabilities 2014: $02014Assets 2015: $159,833Liabilities 2015: $02015Assets 2016: $158,889Liabilities 2016: $02016Assets 2017: $158,705Liabilities 2017: $02017Assets 2018: $158,130Liabilities 2018: $02018Assets 2019: $159,811Liabilities 2019: $02019Assets 2020: $161,456Liabilities 2020: $0Net Assets 2020: $161,4562020Assets 2021: $165,287Liabilities 2021: $0Net Assets 2021: $165,2872021Assets 2022: $166,871Liabilities 2022: $0Net Assets 2022: $166,8712022Assets 2023: $165,990Liabilities 2023: $0Net Assets 2023: $165,9902023Assets 2024: $181,362Net Assets 2024: $181,3622024Assets 2025: $186,863Net Assets 2025: $186,8632025

Highlighted filing

2020

Assets$161,456
Liabilities$0
Net Assets$161,456
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

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

$40K$20K$0-$20KRevenue 2011: $31,454Expenses 2011: $17,201Net Income 2011: $14,2532011Revenue 2012: $14,533Expenses 2012: $30,366Net Income 2012: -$15,8332012Revenue 2013: $21,736Expenses 2013: $14,985Net Income 2013: $6,7512013Revenue 2014: $15,940Expenses 2014: $21,887Net Income 2014: -$5,9472014Revenue 2015: $17,927Expenses 2015: $15,760Net Income 2015: $2,1672015Revenue 2016: $16,926Expenses 2016: $17,870Net Income 2016: -$9442016Revenue 2017: $16,926Expenses 2017: $17,110Net Income 2017: -$1842017Revenue 2018: $16,782Expenses 2018: $17,357Net Income 2018: -$5752018Revenue 2019: $18,633Expenses 2019: $16,952Net Income 2019: $1,6812019Revenue 2020: $20,786Expenses 2020: $19,141Net Income 2020: $1,6452020Revenue 2021: $26,039Expenses 2021: $22,208Net Income 2021: $3,8312021Revenue 2022: $25,516Expenses 2022: $23,932Net Income 2022: $1,5842022Revenue 2023: $26,887Expenses 2023: $27,768Net Income 2023: -$8812023Revenue 2024: $20,239Expenses 2024: $4,867Net Income 2024: $15,3722024Revenue 2025: $24,821Expenses 2025: $19,320Net Income 2025: $5,5012025

Highlighted filing

2020

Revenue$20,786
Expenses$19,141
Net Income$1,645
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Gross Receipts
$20,786
Mission and Program Overview

Mission

To supply income to a supported governmental entity to be used as part of its operating budget

To supply income to a supported governmental entity to be used as part of its operating budget.

Program Services

DescriptionGrantsExpenses
FLANAGAN PARK DISTRICT$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF PONTIACTrustee-$1,028-$1,028
Filing and Contact Details

Filer

Filer Name
Bertha Cullen Irrevocable Trust No 522
EIN
37-6203945
Phone
8158446155
Address
PO BOX 710, PONTIAC, IL 61764

Signing Officer

Name
Katherine Duffy
Title
Asst. Trust Officer
Phone
8158446155
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Thomas L Janssen Attorney
Address
474 N CHESTNUT ST, MINONK, IL 61760-0125
Preparer
Thomas L Janssen
Phone
3094322563
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Rental Income

“Kind and location of property: farm rental income. Amount: 20,563.”

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 223.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: flanagan park district. Grantee address: e falcon highway flanagan, il 61740. Amount given: 14,731.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: illinois charity bureau fund. Amount: 15. Description: insurance - land and building. Amount: 137. Description: real estate tax expense. Amount: 2,556. Description: equipment repairs. Amount: 324. Total to form 990-ez, line 16: 3,032.”

Raw XML Appendix152 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF PONTIAC - CHRIS CLEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum08158446155
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 710
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PONTIAC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061764
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0159811
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161456
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01645
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0159811
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161456
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014731
IRS990EZ/GrossReceiptsAmt020786
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt020786
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0159811
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0161456
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0159811
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0161456
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01028
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BANK OF PONTIAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03032
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPLY INCOME TO A SUPPORTED GOVERNMENTAL ENTITY TO BE USED AS PART OF ITS OPERATING BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FLANAGAN PARK DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt01028
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019141
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020786
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE OF THE ORGANIZATION SUPPLIED FINANCIAL AND INCOME STATEMENTS TO THE SUPPORTED ORGANIZATION ON A REGULAR BASIS THROUGHOUT THE YEAR. THE TRUSTEE MET WITH THE BOARD OF THE SUPPORTED ORGANIZATION TO DISCUSS THAT ORGANIZATION'S FINANCIAL NEEDS AND ITS CASH FLOW REQUIREMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST DISTRIBUTED ALL OF ITS NET INCOME TO THE GOVERNMENTAL ENTITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 1C:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371014367
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt014731
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FLANAGAN PARK DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt014731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KIND AND LOCATION OF PROPERTY: FARM RENTAL INCOME. AMOUNT: 20,563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTEREST INCOME. AMOUNT: 223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: FLANAGAN PARK DISTRICT. GRANTEE ADDRESS: E FALCON HIGHWAY FLANAGAN, IL 61740. AMOUNT GIVEN: 14,731.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ILLINOIS CHARITY BUREAU FUND. AMOUNT: 15. DESCRIPTION: INSURANCE - LAND AND BUILDING. AMOUNT: 137. DESCRIPTION: REAL ESTATE TAX EXPENSE. AMOUNT: 2,556. DESCRIPTION: EQUIPMENT REPAIRS. AMOUNT: 324. TOTAL TO FORM 990-EZ, LINE 16: 3,032.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - RENTAL INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE DUFFY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST. TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08158446155
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTHA CULLEN IRREVOCABLE TRUST NO 522
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BANK OF PONTIAC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0376203945
ReturnHeader/Filer/PhoneNum08158446155
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 710
ReturnHeader/Filer/USAddress/CityNm0PONTIAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061764
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371237149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS L JANSSEN ATTORNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0474 N CHESTNUT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINONK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0617600125
ReturnHeader/PreparerPersonGrp/PhoneNum03094322563
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS L JANSSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-10T09:24:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUFFY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$161,456
Liabilities
$0
Net assets
$161,456
Revenue
$20,786
Expenses
$19,141
Net income
$1,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.25$0.19$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$1.81$0.20$0.05$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.27$0.28$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.26$0.24$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.26$0.22$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.21$0.19$0.02
2019Summary only. Only limited summary data is available for this year.$1.60$0.00$0.19$0.17$0.02
2018Summary only. Only limited summary data is available for this year.$1.58$0.00$0.17$0.17$0.01
2017Summary only. Only limited summary data is available for this year.$1.59$0.00$0.17$0.17$0.00
2016Summary only. Only limited summary data is available for this year.$1.59$0.00$0.17$0.18$0.01
2015Summary only. Only limited summary data is available for this year.$1.60$0.00$0.18$0.16$0.02
2014Summary only. Only limited summary data is available for this year.$1.58$0.00$0.16$0.22$0.06
2013Summary only. Only limited summary data is available for this year.$1.64$0.00$0.22$0.15$0.07
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$0.15$0.30$0.16
2011Summary only. Only limited summary data is available for this year.$1.73$0.00$0.31$0.17$0.14