Civic Intelligence

Birks Jenna Charitable Tuw Hickory Point Bank Trust Dept

990PF • Fiscal year 2024 • EIN 37-6209112

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 13, 2024

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

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

Higher debt load relative to revenue than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.8%

Faster asset growth than 33% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$718,524

Down $12,846 (-1.8%) from 2023

Net Assets

Down

$718,524

Down $12,846 (-1.8%) from 2023

Liabilities

Flat

$1

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin13th percentile

Revenue

Down

$33,398

Down $13,849 (-29%) from 2023

Expenses

Down

$44,928

Down $4,144 (-8.4%) from 2023

Net Income

Down

-$11,530

Down $9,705 (-532%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2024

Assets$718,524
Liabilities$1
Net Assets$718,524
Open 2024 Filing

Operations Trend

Revenue Growth11th 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

2024

Revenue$33,398
Expenses$44,928
Net Income-$11,530
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay58th 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
2024-08-13

Preparer

Firm
Mck Cpas & Advisors
Address
1353 E MOUND RD STE 300, DECATUR, IL 62526-9382
Preparer
Mark S Wood
Phone
2178752655
Raw XML Appendix325 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0397156
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0370843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0279467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0477240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt024880
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-489
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt09007
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024391
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09007
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033398
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt034800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt034800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024880
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024880
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11530
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0144840
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08518
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08032
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0581
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt039581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05347
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033398
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04781
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt740000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt836317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt922694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-5676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-5571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt97308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt104527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-5676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-5571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt97308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt104527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt734324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt830746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt930002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133386
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/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VERALTO CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ROYCE S-CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3QUANTA SERVICES INCORPORATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WALGREENS BOOTS ALLIANCE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TYSON FOODS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7METROPOLITAN WEST T/R BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PIMCO HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD SELECTED VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10QUANTA SERVICES INCORPORATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12HOST HOTELS & RESORTS, INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MCKESSON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-489
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11530
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01316
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0719840
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0731370
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0718524
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt042235
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt042235
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt042235
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt042507
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0272
IRS990PF/DistributableAmountGrp/TotalTaxAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt0889984
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0605625
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0605625
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0370053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0397156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0370843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0339470
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0279467
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0477240
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0125745
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0112899
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021847
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt041901
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt041901
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0731370
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0718524
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0889984
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0731370
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0718524
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0731370
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0718524
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0863082
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026818
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0836264
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012946
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt042507
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0850136
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0863082
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt039581
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt039581
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/Amt034800
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/TotalGrantOrContriPdDurYrAmt034800
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/AppliedToCurrentYearAmt04821
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034760
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042235
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039581
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt037414
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034760
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01316
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-TAXABLE BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08032
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04016
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04016
TaxesSchedule/TaxesDetail/Amt0581
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0581
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HICKORY POINT BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02178753131
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-13
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371074029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCK CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01353 E MOUND RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0625269382
ReturnHeader/PreparerPersonGrp/PhoneNum02178752655
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S WOOD
ReturnHeader/ReturnTs02024-08-28T13:17:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$718,524
Liabilities
$1
Net assets
$718,524
Revenue
$33,398
Expenses
$44,928
Net income
-$11,530
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
Peer Organizations

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