James R Franey Trust

990EZ • Fiscal year 2013 • EIN 37-6264858

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 25, 2014

Organization Profile N/A

1040 W Howard StChatsworth, IL 61764

(815) 844-7128

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

37%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

$1,569

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

17%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

20%

Faster revenue growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$115,714

Up $16,736 (+17%) from 2012

Net Assets

$115,714

Up $16,736 (+17%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin88th percentile

Revenue

$44,892

Up $7,420 (+20%) from 2012

Expenses

Down

$28,156

Down $9,604 (-25%) from 2012

Net Income

$16,736

Up $17,024 (+5911%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2013

Assets$115,714

Liabilities$0

Net Assets$115,714

Open 2013 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2013

Revenue$44,892

Expenses$28,156

Net Income$16,736

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Jun 25, 2014
Return Version: 2013v3.1
Gross Receipts: $44,892

Mission and Program Overview

Mission

To provide monetary support to SS Peter and Paul's Roman Catholic Congregation of Chatsworth, Illinois for religious education and related activites, and for the Congregation's general operating expenses.

See Statement 2

Program Services

Description	Grants	Expenses
Net Farm Rent Income is distributed annually to SS Peter and Paul's Roman Catholic Congregation for conducting religious education and related activities for the benefit of the Catholic youths and adults of Chatsworth, Illinois and the surrounding area and to provide funds for the Congregation's general operating expenses.	$21,000	$21,000

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Stephen Kurtenbach	Trustee	-	$1,569	-	$1,569
Father Binh K Tran	Trustee	-	$1,046	-	$1,046

Filing and Contact Details

Filer

EIN: 37-6264858
Phone: 8158447128

Signing Officer

Name: Stephen Kurtenbach
Title: Trustee
Signed: 2014-06-25
Discuss with paid preparer: Yes

Preparer

Preparer: Mark A Nicholas
Phone: 3096631353

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Education | Donee's Name: Peter & Paul RC Congregation Church | Donee's Address: 406 N 5th Street Chatsworth, IL 60921 | Relationship of Donee: None | Cash Amount Given: $21000”

Other Expenses.1

“Safe Deposit Box $15”

Other Expenses.2

“State Filing Fee $15”

Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Stephen Kurtenbach
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8156353340
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	416 E Hickory St
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Chatsworth
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	60921
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	62971
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	79707
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	16736
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1005
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	98978
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	115714
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	21000
IRS990EZ/GrossReceiptsAmt	0	44892
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	44892
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	36007
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	36007
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	98978
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	115714
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	98978
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	115714
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	3506
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	1569
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	1046
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Stephen Kurtenbach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Father Binh K Tran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Trustee
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	30
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	See Statement 2
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Net Farm Rent Income is distributed annually to SS Peter and Paul's Roman Catholic Congregation for conducting religious education and related activities for the benefit of the Catholic youths and adults of Chatsworth, Illinois and the surrounding area and to provide funds for the Congregation's general operating expenses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	21000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	21000
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	2615
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	28156
IRS990EZ/TotalProgramServiceExpensesAmt	0	21000
IRS990EZ/TotalRevenueAmt	0	44892
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/Contribution35ControlledInd	0	false
IRS990ScheduleA/ContributionControllerInd	0	false
IRS990ScheduleA/ContributionFamilyInd	0	false
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	376264858
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	Church
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	21000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	SS Peter & Pauls RC Congregation
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	true
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3NonFuncInd	0	X
IRS990ScheduleA/SupportSumAmt	0	21000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Class of Activity: Education \| Donee's Name: Peter & Paul RC Congregation Church \| Donee's Address: 406 N 5th Street Chatsworth, IL 60921 \| Relationship of Donee: None \| Cash Amount Given: $21000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Safe Deposit Box $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	State Filing Fee $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.2
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Stephen Kurtenbach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	James R Franey Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	% Herr & Herr
ReturnHeader/Filer/BusinessNameControlTxt	0	JAME
ReturnHeader/Filer/EIN	0	376264858
ReturnHeader/Filer/PhoneNum	0	8158447128
ReturnHeader/Filer/USAddress/AddressLine1	0	1040 W Howard St
ReturnHeader/Filer/USAddress/City	0	Pontiac
ReturnHeader/Filer/USAddress/State	0	IL
ReturnHeader/Filer/USAddress/ZIPCode	0	61764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Insight CPAs & Financial LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	2712 McGraw Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	61704
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3096631353
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Mark A Nicholas
ReturnHeader/ReturnTs	0	2014-06-25T06:58:05-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $115,714
Liabilities: $0
Net assets: $115,714
Revenue: $44,892
Expenses: $28,156
Net income: $16,736

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.11		$1.11	$0.45	$2.28	$1.83
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.95	$0.00		$0.54	$0.26	$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.66	$0.00	$2.66	$0.61	$0.66	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$2.72	$0.00	$2.72	$0.44	$0.06	$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.35	$0.00	$2.35	$0.34	$0.67	$0.33
2019Detailed filing. Detailed filing data is available for this year.	$2.68	$0.00	$2.68	$0.31	$0.06	$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.43	$0.00		$0.35	$0.09	$0.27
2017Detailed filing. Detailed filing data is available for this year.	$2.16	$0.00	$2.16	$0.35	$0.23	$0.12
2016Detailed filing. Detailed filing data is available for this year.	$2.04	$0.00	$2.04	$0.33	$0.04	$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.75	$0.00	$1.75	$0.35	$0.05	$0.31
2014Detailed filing. Detailed filing data is available for this year.	$1.45	$0.00	$1.45	$0.36	$0.07	$0.29
2013Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.45	$0.28	$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.99		$0.99	$0.37	$0.38	$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.99		$0.99	$0.44	$0.44	$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.99		$0.99	$0.21	$0.14	$0.07