Civic Intelligence

Margarette Drake Trust

990PF • Fiscal year 2021 • EIN 37-6363057

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 22, 2021

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

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

32nd percentile

-3.3%

Higher net margin than 32% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$1,442

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$82,166

Down $234 (-0.3%) from 2020

Net Assets

Down

$82,166

Down $234 (-0.3%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Up

$7,022

Up $698 (+11%) from 2020

Expenses

Up

$7,256

Up $627 (+9.5%) from 2020

Net Income

Up

-$234

Up $71 (+23%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$82,166
Liabilities$1
Net Assets$82,166

Operations Trend

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

2021

Revenue$7,022
Expenses$7,256
Net Income-$234
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 22, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PROSPECT BANKTrustee-$1,442-$1,442
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
2021-10-22
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 Appendix321 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/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/TotalGrantOrContriPdDurYrAmt05082
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/AppliedToCurrentYearAmt04673
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01360
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01360
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07611
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01530
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06478
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01805
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08971
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07166
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IL CHARITY BUREAU FD- ATTY GE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt057
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PROSPECT BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02174654154
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
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/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/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA D COFFMAN
ReturnHeader/ReturnTs02021-10-26T14:08:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PROSPECT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

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
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