Civic Intelligence

Margarette Drake Trust

990PF • Fiscal year 2017 • EIN 37-6363057

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 11, 2017

Organization Profile
Prospect Bank PO Box 400Paris, IL 61944

(217) 465-4154

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,092

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

9.1%

Faster asset growth than 64% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

250%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$83,720

Up $6,952 (+9.1%) from 2016

Net Assets

Up

$83,720

Up $6,952 (+9.1%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$13,221

Up $9,445 (+250%) from 2016

Expenses

Up

$6,269

Up $101 (+1.6%) from 2016

Net Income

Up

$6,952

Up $9,344 (+391%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$100K$50K$0Assets 2012: $84,320Liabilities 2012: $02012Assets 2013: $81,782Liabilities 2013: $1Net Assets 2013: $81,7822013Assets 2014: $82,400Liabilities 2014: $1Net Assets 2014: $82,4002014Assets 2015: $79,160Liabilities 2015: $1Net Assets 2015: $79,1602015Assets 2016: $76,768Liabilities 2016: $1Net Assets 2016: $76,7682016Assets 2017: $83,720Liabilities 2017: $0Net Assets 2017: $83,7202017Assets 2018: $82,515Liabilities 2018: $0Net Assets 2018: $82,5152018Assets 2019: $82,705Liabilities 2019: $0Net Assets 2019: $82,7052019Assets 2020: $82,400Liabilities 2020: $1Net Assets 2020: $82,4002020Assets 2021: $82,166Liabilities 2021: $1Net Assets 2021: $82,1662021Assets 2022: $86,619Liabilities 2022: $1Net Assets 2022: $86,6192022Assets 2023: $82,609Liabilities 2023: $1Net Assets 2023: $82,6092023Assets 2024: $79,440Liabilities 2024: $1Net Assets 2024: $79,4402024Assets 2025: $76,715Liabilities 2025: $0Net Assets 2025: $76,7152025

Highlighted filing

2017

Assets$83,720
Liabilities$0
Net Assets$83,720
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2012: $4,559Expenses 2012: $6,187Net Income 2012: -$1,6282012Revenue 2013: $3,908Expenses 2013: $6,446Net Income 2013: -$2,5382013Revenue 2014: $6,868Expenses 2014: $6,250Net Income 2014: $6182014Revenue 2015: $3,194Expenses 2015: $6,434Net Income 2015: -$3,2402015Revenue 2016: $3,776Expenses 2016: $6,168Net Income 2016: -$2,3922016Revenue 2017: $13,221Expenses 2017: $6,269Net Income 2017: $6,9522017Revenue 2018: $5,535Expenses 2018: $6,740Net Income 2018: -$1,2052018Revenue 2019: $6,233Expenses 2019: $6,043Net Income 2019: $1902019Revenue 2020: $6,324Expenses 2020: $6,629Net Income 2020: -$3052020Revenue 2021: $7,022Expenses 2021: $7,256Net Income 2021: -$2342021Revenue 2022: $11,924Expenses 2022: $7,471Net Income 2022: $4,4532022Revenue 2023: $2,300Expenses 2023: $6,310Net Income 2023: -$4,0102023Revenue 2024: $3,188Expenses 2024: $6,357Net Income 2024: -$3,1692024Revenue 2025: $3,896Expenses 2025: $6,621Net Income 2025: -$2,7252025

Highlighted filing

2017

Revenue$13,221
Expenses$6,269
Net Income$6,952
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PROSPECT BANKTrustee-$1,092-$1,092
Filing and Contact Details

Filer

Filer Name
Margarette Drake Trust
EIN
37-6363057
Phone
2174654154
Address
PROSPECT BANK PO BOX 400, PARIS, IL 61944

Signing Officer

Name
Prospect Bank
Title
Trustee
Phone
2174654154
Signed
2017-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Larsson Woodyard & Henson Llp
Address
PO BOX 426, PARIS, IL 61944-0426
Preparer
Marla D Coffman
Phone
2174656494
Raw XML Appendix355 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BARCLAYS BANK 5.0% DUE 5/27/20
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PROSPECT BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061944
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02174654154
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANTS TO CHURCHES NAMED IN TRUST UNDER WILL OF MARGARETTE DRAKE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05658
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEW PROVIDENCE (BALIFF) CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OLIVER UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ARMSTRONG UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BRICK UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02725 N 1250TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14528 IL HWY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt218500 N ARMSTRONG RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3109 SOUTH WALNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARSHALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WEST UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062478
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161944
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd362477
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04452
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/AppliedToCurrentYearAmt04128
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07162
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01530
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01451
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01439
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05658
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01530
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08539
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07009
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IL CHARITY BUREAU FD- ATTY GE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt065
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PROSPECT BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02174654154
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARETTE DRAKE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0376363057
ReturnHeader/Filer/PhoneNum02174654154
ReturnHeader/Filer/USAddress/AddressLine1Txt0PROSPECT BANK PO BOX 400
ReturnHeader/Filer/USAddress/CityNm0PARIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061944
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0210B94556DB86D023AF4A5B31217738E827988C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A2ABBAA6CDC11EB30B345E9762800FF0B78CE73F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370623191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARSSON WOODYARD & HENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 426
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0619440426
ReturnHeader/PreparerPersonGrp/PhoneNum02174656494
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA D COFFMAN
ReturnHeader/ReturnTs02017-09-14T11:13:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,720
Liabilities
$0
Net assets
$83,720
Revenue
$13,221
Expenses
$6,269
Net income
$6,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$3.90$6.62$2.73
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.4$0.00$79.4$3.19$6.36$3.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.6$0.00$82.6$2.30$6.31$4.01
2022Detailed filing. Detailed filing data is available for this year.$86.6$0.00$86.6$11.9$7.47$4.45
2021Detailed filing. Detailed filing data is available for this year.$82.2$0.00$82.2$7.02$7.26$0.23
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$82.4$0.00$82.4$6.32$6.63$0.31
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$82.7$0.00$82.7$6.23$6.04$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.5$0.00$82.5$5.54$6.74$1.21
2017Detailed filing. Detailed filing data is available for this year.$83.7$0.00$83.7$13.2$6.27$6.95
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$76.8$0.00$76.8$3.78$6.17$2.39
2015Detailed filing. Detailed filing data is available for this year.$79.2$0.00$79.2$3.19$6.43$3.24
2014Detailed filing. Detailed filing data is available for this year.$82.4$0.00$82.4$6.87$6.25$0.62
2013Detailed filing. Detailed filing data is available for this year.$81.8$0.00$81.8$3.91$6.45$2.54
2012Summary only. Only limited summary data is available for this year.$84.3$0.00$4.56$6.19$1.63