Civic Intelligence

Birks Jenna Charitable Tuw Hickory Point Bank Trust Dept

990PF • Fiscal year 2016 • EIN 37-6209112

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

Organization Profile
PO Box 2548Decatur, IL 62525-2548

(217) 875-3131

Siviq Scores

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

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

1.06x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

14th percentile

-37%

Higher net margin than 14% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

58th percentile

3.0%

Faster asset growth than 58% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$703,463

Up $20,802 (+3.0%) from 2015

Net Assets

Down

$671,314

Down $11,347 (-1.7%) from 2015

Liabilities

Up

$32,149

Up $32,148 (+3214800%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin14th percentile

Revenue

Down

$30,412

Down $26,057 (-46%) from 2015

Expenses

Down

$41,759

Down $220 (-0.5%) from 2015

Net Income

Down

-$11,347

Down $25,837 (-178%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2010: $726,523Liabilities 2010: $698Net Assets 2010: $725,8252010Assets 2011: $712,659Liabilities 2011: $0Net Assets 2011: $712,6592011Assets 2012: $685,125Liabilities 2012: $12012Assets 2013: $700,683Liabilities 2013: $1Net Assets 2013: $700,6832013Assets 2014: $668,171Liabilities 2014: $1Net Assets 2014: $668,1712014Assets 2015: $682,661Liabilities 2015: $1Net Assets 2015: $682,6612015Assets 2016: $703,463Liabilities 2016: $32,149Net Assets 2016: $671,3142016Assets 2017: $676,088Liabilities 2017: $0Net Assets 2017: $676,0882017Assets 2018: $726,583Liabilities 2018: $0Net Assets 2018: $726,5832018Assets 2019: $746,865Liabilities 2019: $0Net Assets 2019: $746,8652019Assets 2020: $732,260Liabilities 2020: $1Net Assets 2020: $732,2602020Assets 2021: $735,385Liabilities 2021: $1Net Assets 2021: $735,3852021Assets 2022: $734,679Liabilities 2022: $1Net Assets 2022: $734,6792022Assets 2023: $731,370Liabilities 2023: $1Net Assets 2023: $731,3702023Assets 2024: $718,524Liabilities 2024: $1Net Assets 2024: $718,5242024Assets 2025: $714,938Liabilities 2025: $0Net Assets 2025: $714,9382025

Highlighted filing

2016

Assets$703,463
Liabilities$32,149
Net Assets$671,314
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KExpenses 2010: $7,0242010Expenses 2011: $40,3392011Revenue 2012: $14,596Expenses 2012: $42,130Net Income 2012: -$27,5342012Revenue 2013: $24,147Expenses 2013: $8,589Net Income 2013: $15,5582013Revenue 2014: $28,229Expenses 2014: $60,741Net Income 2014: -$32,5122014Revenue 2015: $56,469Expenses 2015: $41,979Net Income 2015: $14,4902015Revenue 2016: $30,412Expenses 2016: $41,759Net Income 2016: -$11,3472016Revenue 2017: $46,576Expenses 2017: $41,802Net Income 2017: $4,7742017Revenue 2018: $92,367Expenses 2018: $41,872Net Income 2018: $50,4952018Revenue 2019: $64,896Expenses 2019: $44,614Net Income 2019: $20,2822019Revenue 2020: $31,685Expenses 2020: $46,290Net Income 2020: -$14,6052020Revenue 2021: $49,363Expenses 2021: $46,238Net Income 2021: $3,1252021Revenue 2022: $49,920Expenses 2022: $48,901Net Income 2022: $1,0192022Revenue 2023: $47,247Expenses 2023: $49,072Net Income 2023: -$1,8252023Revenue 2024: $33,398Expenses 2024: $44,928Net Income 2024: -$11,5302024Revenue 2025: $44,764Expenses 2025: $47,887Net Income 2025: -$3,1232025

Highlighted filing

2016

Revenue$30,412
Expenses$41,759
Net Income-$11,347
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Birks Jenna Charitable Tuw
EIN
37-6209112
Phone
2178753131
Address
PO BOX 2548, DECATUR, IL 62525-2548

Signing Officer

Name
Hickory Point Bank
Title
Trustee
Phone
2178753131
Signed
2017-05-12

Preparer

Firm
May Cocagne & King Pc
Address
1353 E MOUND RD SUITE 300, DECATUR, IL 62526
Preparer
Mark S Wood
Phone
2178752655
Raw XML Appendix312 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING AND TAX
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0900
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0900
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0305468
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0304754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0295244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0395290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012145
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt044
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030412
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030412
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0900
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018223
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt032149
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt032149
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012145
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012145
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11347
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0127449
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt06695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06695
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt039759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt041759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt128000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt212457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt423937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt029538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-3922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-3437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt029538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-3922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-3437
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt029538
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211520
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt521078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt620500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt77000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM CAPITAL GAIN DIV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT TERM CAPITAL GAIN DIV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2845.196 ROYCE PREMIERE FD 265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3668.572 EATON VANCE EMG MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4845.666 MFS EMERGING MKTS DEBT FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52,042.484 WELLS FARGO INTL BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62,455.09 PIMCO HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7248.051 JPMORGAN VALUE ADVANTAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc810.593 JPMORGAN VALUE ADVANTAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc98.608 DODGE & COX INTL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt018223
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01154
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11347
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0671314
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0682661
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0671314
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038546
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038546
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038546
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039114
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0568
IRS990PF/DistributableAmountGrp/TotalTaxAmt0568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01120
IRS990PF/FMVAssetsEOYAmt0802855
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt032149
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0468
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0342
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0468
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0468
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0606625
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0606625
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0282361
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0305468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0304754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0331557
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0295244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0395290
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0470
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01122
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01122
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt076036
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt064689
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt067931
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0101161
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0101221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0682661
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0703463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0802855
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt032149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0682661
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0703463
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0682661
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0671314
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0794188
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt093261
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0700927
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011913
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039114
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0782275
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0794188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0HICKORY POINT BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DECATUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd062525
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt039759
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt039759
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt039759
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02014
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HICKORY POINT BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 2548
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DECATUR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd062525
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02178726398
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt032149
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MILLIKIN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01184 W MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DECATUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062522
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032149
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/AppliedToCurrentYearAmt07610
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt032149
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038546
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039759
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030936
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032149
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06695
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06695
TaxesSchedule/TaxesDetail/Amt01100
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01100
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HICKORY POINT BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02178753131
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRKS JENNA CHARITABLE TUW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HICKORY POINT BANK TRUST DEPT
ReturnHeader/Filer/BusinessNameControlTxt0BIRK
ReturnHeader/Filer/EIN0376209112
ReturnHeader/Filer/PhoneNum02178753131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2548
ReturnHeader/Filer/USAddress/CityNm0DECATUR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0625252548
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371074029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAY COCAGNE & KING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01353 E MOUND RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062526
ReturnHeader/PreparerPersonGrp/PhoneNum02178752655
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S WOOD
ReturnHeader/ReturnTs02017-05-15T14:51:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$703,463
Liabilities
$32,149
Net assets
$671,314
Revenue
$30,412
Expenses
$41,759
Net income
-$11,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.45$0.48$0.03
2024Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.33$0.45$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.47$0.49$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.50$0.49$0.01
2021Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.49$0.46$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.32$0.46$0.15
2019Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.65$0.45$0.20
2018Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.92$0.42$0.50
2017Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.47$0.42$0.05
2016Detailed filing. Detailed filing data is available for this year.$7.03$0.32$6.71$0.30$0.42$0.11
2015Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.56$0.42$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.28$0.61$0.33
2013Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.24$0.09$0.16
2012Summary only. Only limited summary data is available for this year.$6.85$0.00$0.15$0.42$0.28
2011Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.40
2010Detailed filing. Detailed filing data is available for this year.$7.27$0.01$7.26$0.07