Civic Intelligence

The Bernice Wheaton Charitable Trust

990 • Fiscal year 2023 • EIN 37-6343618

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 27, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

43rd percentile

1.1%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

267%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$953,702

Up $10,754 (+1.1%) from 2022

Net Assets

Up

$953,702

Up $10,754 (+1.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin72nd percentile

Revenue

Up

$57,238

Up $41,625 (+267%) from 2022

Expenses

Up

$46,484

Up $2,700 (+6.2%) from 2022

Net Income

Up

$10,754

Up $38,925 (+138%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$953,702
Liabilities$0
Net Assets$953,702
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$57,238
Expenses$46,484
Net Income$10,754
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 27, 2024
Return Version
2023v5.0
Gross Receipts
$57,238
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$915,642$943,517▲ $27,875
Cash and Non-Interest-Bearing Accounts$27,306$10,185▼ $17,121
Total Assets$942,948$953,702▲ $10,754
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$942,948$953,702▲ $10,754
Total Net Assets Fund Balance$942,948$953,702▲ $10,754
Total Liabilities and Net Assets / Fund Balance$942,948$953,702▲ $10,754
Compensation and Service Providers
Top Officer Pay54th 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
$57,238
Other Revenue
$0
Change in Net Assets
$10,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,400
Other Expenses$8,084
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$38,400--$38,400
Fees for Services Accounting-$885-$885
Other Expenses$6,384$15-$15
Total Functional Expenses$44,784$1,700$0$46,484
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
2024-06-27
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 Appendix262 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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IRS990/BooksInCareOfDetail/PersonNm0WILFRED GOETTEN
IRS990/BooksInCareOfDetail/PhoneNum06183768511
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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt057238
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt057238
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt057238
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0942948
IRS990/NetAssetsOrFundBalancesEOYAmt0953702
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0942948
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1CHARITABLE DONATION
IRS990/OtherExpensesGrp/Desc2TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115
IRS990/OtherExpensesGrp/ProgramServicesAmt06384
IRS990/OtherExpensesGrp/TotalAmt06384
IRS990/OtherExpensesGrp/TotalAmt1800
IRS990/OtherExpensesGrp/TotalAmt215
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILFRED GOETTEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EXPENDITURES TO MAINTAIN BUILDING & GROUNDS OF ST. MARY'S CHURCH IN FIELDON, IL
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06384
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt038600
IRS990/PYInvestmentIncomeAmt015613
IRS990/PYOtherExpensesAmt05184
IRS990/PYRevenuesLessExpensesAmt0-28171
IRS990/PYTotalExpensesAmt043784
IRS990/PYTotalRevenueAmt015613
IRS990/ReconcilationRevenueExpnssAmt010754
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0915642
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0943517
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371266712
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06384
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST MARY'S CHURCH FIELDON IL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ST MARY'S CHURCH FIELDON IL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt06384
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt038400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATION GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt029
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
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IRS990/TotalVolunteersCnt05
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IRS990/USAddress/ZIPCd062052
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILFRED GOETTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06183768511
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNICE WHEATON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0376343618
ReturnHeader/Filer/PhoneNum06183768511
ReturnHeader/Filer/USAddress/AddressLine1Txt017930 HIGHWAY 16
ReturnHeader/Filer/USAddress/CityNm0JERSEYVILLE
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ReturnHeader/Filer/USAddress/ZIPCd062052
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371319719
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DROEGE & ASSOCIATES PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01207 SINCLAIR DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERSEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062052
ReturnHeader/PreparerPersonGrp/PhoneNum06184982169
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG BRANGENBERG CPA
ReturnHeader/ReturnTs02024-06-28T10:04:32-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILFRED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOETTEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$953,702
Liabilities
$0
Net assets
$953,702
Revenue
$57,238
Expenses
$46,484
Net income
$10,754
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
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.05$0.01
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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