Civic Intelligence

Margarette Drake Trust

990PF • Fiscal year 2018 • EIN 37-6363057

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 15, 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-22%

Higher net margin than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$1,142

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.4%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-58%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$82,515

Down $1,205 (-1.4%) from 2017

Net Assets

Down

$82,515

Down $1,205 (-1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Down

$5,535

Down $7,686 (-58%) from 2017

Expenses

Up

$6,740

Up $471 (+7.5%) from 2017

Net Income

Down

-$1,205

Down $8,157 (-117%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2018

Assets$82,515
Liabilities$0
Net Assets$82,515
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$5,535
Expenses$6,740
Net Income-$1,205
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PROSPECT BANKTrustee-$1,142-$1,142
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
2018-10-15
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 Appendix348 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0655
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LARSSON, WOODYARD & HENSON
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt69526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt87888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt106388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt133263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DELAWARE GROUP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DELAWARE GROUP EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JPMORGAN LARGE CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ROWE T PRICE MID-CAP G FD CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4T. ROWE PRICE MID CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ROWE T PRICE REAL ESTA COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6IVY INTERNATIONAL CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7OPPENHEIMER DEVELOPING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DODGE & COX INCOME FD 147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DOUBLELINE FDS TR TTL RTN BD I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10EATON VANCE MUT FDS TR FLT RT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FIDELITY COMWLTH TR INTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12GUGGENHEIM FDS TR MACRO OPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13LAZARD FDS INC US CORP INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PRINCIPAL FDS INC PFD SECS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GUGGENHEIM FDS TR TTL RET BD INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt611145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt87636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt106072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01558
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03958
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt019
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05535
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05535
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0655
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0655
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03958
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0571
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0571
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01142
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04674
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04674
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01558
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01558
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1205
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt018414
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03958
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04964
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0254
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06740
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05535
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01241
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0571
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03958
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0287
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1205
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt082515
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt083720
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt082515
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04426
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04426
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04426
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04476
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt050
IRS990PF/DistributableAmountGrp/TotalTaxAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt050
IRS990PF/FMVAssetsEOYAmt090707
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0128276
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0131663
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt081870
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt079654
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt087846
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-44556
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-49148
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01850
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02861
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt083720
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt082515
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt090707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt083720
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt082515
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt083720
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt082515
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt090884
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02418
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt088466
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01363
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04476
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt089521
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt090884
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01142
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PROSPECT BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd061944
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.065110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.064563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.065054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.064945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.065499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.065487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt089521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt087636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt086021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt088998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt085482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt088643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.325548
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05865
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05915
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt050
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05915
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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/Expenses1Amt05915
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL 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/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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/CityNm0WEST YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PARIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARSHALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062478
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161944
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262441
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04674
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/AppliedToCurrentYearAmt04426
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01439
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01439
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07212
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01530
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01451
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05915
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01489
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08651
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07162
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IL CHARITY BUREAU FD- ATTY GE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt0254
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PROSPECT BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02174654154
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
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/AtSubmissionCreationDeviceId037C46E6B2C8EB4AB3BF7AE4CE87A23BEDD764FE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0138193BACDC1EF6BC5B902202DD189490ADA9D86
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.109.138.14
ReturnHeader/FilingSecurityInformation/IPDt02018-10-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:33:48
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/PreparationDt02018-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA D COFFMAN
ReturnHeader/ReturnTs02018-10-23T08:33:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,515
Liabilities
$0
Net assets
$82,515
Revenue
$5,535
Expenses
$6,740
Net income
-$1,205
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
2018Detailed filing. Detailed filing data is available for this year.$82.5$0.00$82.5$5.54$6.74$1.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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