Civic Intelligence

The Bernice Wheaton Charitable Trust

990 • Fiscal year 2022 • EIN 37-6343618

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 05, 2023

Organization Profile
17930 Highway 16Jerseyville, IL 62052

(618) 376-8511

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

2nd percentile

-180%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

28th percentile

-6.0%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$942,948

Down $60,148 (-6.0%) from 2021

Net Assets

Down

$942,948

Down $60,148 (-6.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin2nd percentile

Revenue

Down

$15,613

Down $63,566 (-80%) from 2021

Expenses

Up

$43,784

Up $5,480 (+14%) from 2021

Net Income

Down

-$28,171

Down $69,046 (-169%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,019,787Liabilities 2011: $0Net Assets 2011: $1,019,7872011Assets 2012: $998,803Liabilities 2012: $0Net Assets 2012: $998,8032012Assets 2013: $980,810Liabilities 2013: $0Net Assets 2013: $980,8102013Assets 2014: $960,303Liabilities 2014: $0Net Assets 2014: $960,3032014Assets 2015: $960,002Liabilities 2015: $0Net Assets 2015: $960,0022015Assets 2016: $961,617Liabilities 2016: $0Net Assets 2016: $961,6172016Assets 2017: $968,897Liabilities 2017: $0Net Assets 2017: $968,8972017Assets 2018: $976,925Liabilities 2018: $0Net Assets 2018: $976,9252018Assets 2019: $991,211Liabilities 2019: $0Net Assets 2019: $991,2112019Assets 2020: $962,221Liabilities 2020: $0Net Assets 2020: $962,2212020Assets 2021: $1,003,096Liabilities 2021: $0Net Assets 2021: $1,003,0962021Assets 2022: $942,948Liabilities 2022: $0Net Assets 2022: $942,9482022Assets 2023: $953,702Liabilities 2023: $0Net Assets 2023: $953,7022023Assets 2024: $994,552Liabilities 2024: $0Net Assets 2024: $994,5522024

Highlighted filing

2022

Assets$942,948
Liabilities$0
Net Assets$942,948
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$100K$50K$0-$50KRevenue 2011: $26,735Expenses 2011: $49,507Net Income 2011: -$22,7722011Revenue 2012: $26,374Expenses 2012: $47,358Net Income 2012: -$20,9842012Revenue 2013: $26,751Expenses 2013: $44,744Net Income 2013: -$17,9932013Revenue 2014: $33,168Expenses 2014: $53,675Net Income 2014: -$20,5072014Revenue 2015: $43,305Expenses 2015: $43,605Net Income 2015: -$3002015Revenue 2016: $39,224Expenses 2016: $37,608Net Income 2016: $1,6162016Revenue 2017: $47,783Expenses 2017: $40,503Net Income 2017: $7,2802017Revenue 2018: $50,094Expenses 2018: $42,066Net Income 2018: $8,0282018Revenue 2019: $58,156Expenses 2019: $43,870Net Income 2019: $14,2862019Revenue 2020: $16,421Expenses 2020: $45,411Net Income 2020: -$28,9902020Revenue 2021: $79,179Expenses 2021: $38,304Net Income 2021: $40,8752021Revenue 2022: $15,613Expenses 2022: $43,784Net Income 2022: -$28,1712022Revenue 2023: $57,238Expenses 2023: $46,484Net Income 2023: $10,7542023Revenue 2024: $92,570Expenses 2024: $51,720Net Income 2024: $40,8502024

Highlighted filing

2022

Revenue$15,613
Expenses$43,784
Net Income-$28,171
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 5, 2023
Return Version
2022v5.0
Gross Receipts
$15,613
Mission and Program Overview

Mission

The organization will assist & benefit the catholic church & children in jersey county, including maintenance & improvements to the church and school buildings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$989,335$915,642▼ $73,693
Cash and Non-Interest-Bearing Accounts$13,761$27,306▲ $13,545
Total Assets$1,003,096$942,948▼ $60,148
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,003,096$942,948▼ $60,148
Total Net Assets Fund Balance$1,003,096$942,948▼ $60,148
Total Liabilities and Net Assets / Fund Balance$1,003,096$942,948▼ $60,148
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Joe RinghausenTrustee
Wilfred GoettenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,613
Other Revenue
$0
Change in Net Assets
$-28,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,600
Other Expenses$5,184
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$38,600--$38,600
Fees for Services Accounting-$840-$840
Other Expenses$2,629$15-$15
Total Functional Expenses$41,229$2,555$0$43,784
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The procedure for reviewing the 990s is as follows: upon completion of the 990s by their cpa firm, it is delivered to the two directors for review and signature. Once approved and signed, the return is mailed, with directors keeping a copy for their files.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, policies, and financials are available through the directors. At least annually, a treasurer's report is submitted to the congregation of st. Mary's church in fieldon, il.”

Filing and Contact Details

Filer

Filer Name
Bernice Wheaton Charitable Trust
EIN
37-6343618
Phone
6183768511
Address
17930 HIGHWAY 16, JERSEYVILLE, IL 62052

Signing Officer

Name
Wilfred Goetten
Title
Trustee
Phone
6183768511
Signed
2023-06-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wilfred Goetten
Formed
1998
Legal Domicile
Il
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
5

Preparer

Firm
Droege & Associates Pc CPA
Address
1207 SINCLAIR DRIVE, JERSEYVILLE, IL 62052
Preparer
Craig Brangenberg CPA
Phone
6184982169
Raw XML Appendix263 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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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt015613
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt015613
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/OtherExpensesGrp/Desc1CHARITABLE DONATION
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IRS990/OtherExpensesGrp/TotalAmt11700
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILFRED GOETTEN
IRS990/PriorPeriodAdjustmentsAmt0-31977
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02629
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt034900
IRS990/PYInvestmentIncomeAmt079179
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IRS990/ReconcilationRevenueExpnssAmt0-28171
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0989335
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IRS990ScheduleA/SupportSumAmt01444
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt038600
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06183768511
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-05
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ReturnHeader/Filer/EIN0376343618
ReturnHeader/Filer/PhoneNum06183768511
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ReturnHeader/Filer/USAddress/CityNm0JERSEYVILLE
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ReturnHeader/Filer/USAddress/ZIPCd062052
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERSEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062052
ReturnHeader/PreparerPersonGrp/PhoneNum06184982169
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG BRANGENBERG CPA
ReturnHeader/ReturnTs02023-06-07T09:07:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILFRED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOETTEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$942,948
Liabilities
$0
Net assets
$942,948
Revenue
$15,613
Expenses
$43,784
Net income
-$28,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.09$0.05$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.02$0.04$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.08$0.04$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.02$0.05$0.03
2019Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.06$0.04$0.01
2018Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.05$0.04$0.01
2017Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.05$0.04$0.01
2016Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.04$0.04$0.00
2015Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.04$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.03$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.03$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.03$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.03$0.05$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $500k-$1M nonprofits