Civic Intelligence

John Adam Schaad & Mildred E Schaad Trust

990PF • Fiscal year 2020 • EIN 37-6330955

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 06, 2021

Organization Profile
C/O The Havana National Bank TrusteHavana, IL 62644

(309) 543-3361

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.00x

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

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

Net Margin

30th percentile

-7.2%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$18,622

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

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

Asset Growth

43rd percentile

1.2%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

45th percentile

-3.6%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,303,494

Up $26,350 (+1.2%) from 2019

Net Assets

$2,303,494

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin30th percentile

Revenue

Down

$127,698

Down $4,709 (-3.6%) from 2019

Expenses

Down

$136,908

Down $177,030 (-56%) from 2019

Net Income

Up

-$9,210

Up $172,321 (+95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,228,197Liabilities 2011: $02011Assets 2012: $2,221,521Liabilities 2012: $02012Assets 2013: $2,224,450Liabilities 2013: $02013Assets 2014: $2,242,360Liabilities 2014: $02014Assets 2015: $2,255,245Liabilities 2015: $02015Assets 2019: $2,277,144Liabilities 2019: $02019Assets 2020: $2,303,494Liabilities 2020: $1Net Assets 2020: $2,303,4942020Assets 2021: $2,308,511Liabilities 2021: $1Net Assets 2021: $2,308,5112021Assets 2022: $2,269,334Liabilities 2022: $1Net Assets 2022: $2,269,3342022Assets 2023: $2,204,202Liabilities 2023: $12023

Highlighted filing

2020

Assets$2,303,494
Liabilities$1
Net Assets$2,303,494
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

$400K$200K$0-$200KRevenue 2011: $125,407Expenses 2011: $132,392Net Income 2011: -$6,9852011Revenue 2012: $127,703Expenses 2012: $134,328Net Income 2012: -$6,6252012Revenue 2013: $111,257Expenses 2013: $122,382Net Income 2013: -$11,1252013Revenue 2014: $113,186Expenses 2014: $117,734Net Income 2014: -$4,5482014Revenue 2015: $119,319Expenses 2015: $111,130Net Income 2015: $8,1892015Revenue 2019: $132,407Expenses 2019: $313,938Net Income 2019: -$181,5312019Revenue 2020: $127,698Expenses 2020: $136,908Net Income 2020: -$9,2102020Revenue 2021: $130,761Expenses 2021: $154,467Net Income 2021: -$23,7062021Revenue 2022: $130,095Expenses 2022: $269,676Net Income 2022: -$139,5812022Revenue 2023: $130,467Expenses 2023: $264,616Net Income 2023: -$134,1492023

Highlighted filing

2020

Revenue$127,698
Expenses$136,908
Net Income-$9,210
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$18,622-$18,622
Filing and Contact Details

Filer

Filer Name
John Adam Schaad and Mildred E Schaad Trust
EIN
37-6330955
Phone
3095433361
Address
C/O THE HAVANA NATIONAL BANK TRUSTE, HAVANA, IL 62644

Signing Officer

Name
Nancy Elliott
Title
Trust Officer
Phone
3095433361
Signed
2021-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Perbix & Morgan
Address
115 S ORANGE ST, HAVANA, IL 62644
Preparer
Steven B Morgan
Phone
3095433354
Raw XML Appendix354 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02019
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0112 S ORANGE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HAVANA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd062644
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE HAVANA NATIONAL BANK TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum03095433361
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0109936
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE HEALTHCARENOT FOR PROFIT HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MASON DISTRICT HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0615 NORTH PROMENADE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HAVANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062644
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0109936
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/AppliedToCurrentYearAmt0121465
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015443
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0197225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136908
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt075760
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015443
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILL AND FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04824
OtherIncreasesSchedule/OtherIncreasesDetail/Amt130319
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2289
OtherIncreasesSchedule/OtherIncreasesDetail/Amt3128
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LTCP
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12020 DIST TO MDH NOT ON SOA
OtherIncreasesSchedule/OtherIncreasesDetail/Desc22020 DIV RECD 2021 NOT ON SOA
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3MISC
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt06958
TaxesSchedule/TaxesDetail/Amt06958
TaxesSchedule/TaxesDetail/CategoryTxt03379
TaxesSchedule/TaxesDetail/CategoryTxt11193
TaxesSchedule/TaxesDetail/CategoryTxt21193
TaxesSchedule/TaxesDetail/CategoryTxt31193
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06958
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06958
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03095433361
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN ADAM SCHAAD AND MILDRED E SCHAAD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0376330955
ReturnHeader/Filer/PhoneNum03095433361
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE HAVANA NATIONAL BANK TRUSTE
ReturnHeader/Filer/USAddress/CityNm0HAVANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062644
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERBIX & MORGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S ORANGE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAVANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062644
ReturnHeader/PreparerPersonGrp/PhoneNum03095433354
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven B Morgan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-06T08:17:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLIOTT
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,303,494
Liabilities
$1
Net assets
$2,303,494
Revenue
$127,698
Expenses
$136,908
Net income
-$9,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$0.13$0.26$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.13$0.27$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.13$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.13$0.14$0.01
2019Summary only. Only limited summary data is available for this year.$2.28$0.00$0.13$0.31$0.18
2015Summary only. Only limited summary data is available for this year.$2.26$0.00$0.12$0.11$0.01
2014Summary only. Only limited summary data is available for this year.$2.24$0.00$0.11$0.12$0.00
2013Summary only. Only limited summary data is available for this year.$2.22$0.00$0.11$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$2.22$0.00$0.13$0.13$0.01
2011Summary only. Only limited summary data is available for this year.$2.23$0.00$0.13$0.13$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits