Civic Intelligence

Harriett Jane Bell Charitable Remainder Unitrust Number 2

990 • Fiscal year 2016 • EIN 37-6363065

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 12, 2016

Edgar Cty Bank Trust 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

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

86th percentile

31%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$11,772

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

53rd percentile

2.2%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

50%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,014,005

Up $21,494 (+2.2%) from 2015

Net Assets

Up

$1,014,005

Up $21,494 (+2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$68,482

Up $22,962 (+50%) from 2015

Expenses

Up

$46,988

Up $295 (+0.6%) from 2015

Net Income

Up

$21,494

Up $22,667 (+1932%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $993,471Liabilities 2011: $0Net Assets 2011: $993,4712011Assets 2012: $984,817Liabilities 2012: $0Net Assets 2012: $984,8172012Assets 2013: $980,243Liabilities 2013: $0Net Assets 2013: $980,2432013Assets 2014: $993,684Liabilities 2014: $0Net Assets 2014: $993,6842014Assets 2015: $992,511Liabilities 2015: $0Net Assets 2015: $992,5112015Assets 2016: $1,014,005Liabilities 2016: $0Net Assets 2016: $1,014,0052016Assets 2017: $1,035,317Liabilities 2017: $0Net Assets 2017: $1,035,3172017Assets 2018: $1,047,572Liabilities 2018: $0Net Assets 2018: $1,047,5722018Assets 2019: $1,040,099Liabilities 2019: $0Net Assets 2019: $1,040,0992019Assets 2020: $1,015,606Liabilities 2020: $0Net Assets 2020: $1,015,6062020Assets 2021: $1,050,819Liabilities 2021: $0Net Assets 2021: $1,050,8192021Assets 2022: $1,162,360Liabilities 2022: $0Net Assets 2022: $1,162,3602022Assets 2023: $1,137,179Liabilities 2023: $0Net Assets 2023: $1,137,1792023Assets 2024: $1,154,558Liabilities 2024: $0Net Assets 2024: $1,154,5582024Assets 2025: $1,179,643Liabilities 2025: $0Net Assets 2025: $1,179,6432025

Highlighted filing

2016

Assets$1,014,005
Liabilities$0
Net Assets$1,014,005

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $42,478Expenses 2011: $38,157Net Income 2011: $4,3212011Revenue 2012: $28,046Expenses 2012: $36,700Net Income 2012: -$8,6542012Revenue 2013: $31,699Expenses 2013: $36,273Net Income 2013: -$4,5742013Revenue 2014: $46,611Expenses 2014: $33,170Net Income 2014: $13,4412014Revenue 2015: $45,520Expenses 2015: $46,693Net Income 2015: -$1,1732015Revenue 2016: $68,482Expenses 2016: $46,988Net Income 2016: $21,4942016Revenue 2017: $64,423Expenses 2017: $43,111Net Income 2017: $21,3122017Revenue 2018: $57,379Expenses 2018: $45,124Net Income 2018: $12,2552018Revenue 2019: $41,538Expenses 2019: $49,011Net Income 2019: -$7,4732019Revenue 2020: $22,169Expenses 2020: $46,662Net Income 2020: -$24,4932020Revenue 2021: $83,750Expenses 2021: $48,537Net Income 2021: $35,2132021Revenue 2022: $173,806Expenses 2022: $62,265Net Income 2022: $111,5412022Revenue 2023: $64,702Expenses 2023: $89,883Net Income 2023: -$25,1812023Revenue 2024: $34,365Expenses 2024: $16,986Net Income 2024: $17,3792024Revenue 2025: $58,060Expenses 2025: $32,975Net Income 2025: $25,0852025

Highlighted filing

2016

Revenue$68,482
Expenses$46,988
Net Income$21,494
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 12, 2016
Return Version
2015v2.1
Gross Receipts
$531,222
Mission and Program Overview

Mission

General support of the presbyterian church of paris, illinois.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$857,072$1,001,419▲ $144,347
Cap Stk Tr Prin Current Funds$957,506$983,027▲ $25,521
Rtn Earn Endowment Incm Other Fnds$35,005$30,978▼ $4,027
Savings and Temporary Cash Investments$135,439$12,586▼ $122,853
Total Assets$992,511$1,014,005▲ $21,494
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$992,511$1,014,005▲ $21,494
Total Liabilities and Net Assets / Fund Balance$992,511$1,014,005▲ $21,494
Compensation and Service Providers

Employees

NameTitleBaseTotal
Edgar County Bank TrustTrustee$11,772$11,772
Alfred H Kreckman JrTrustee$900$900
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$68,482
Other Revenue
$0
Change in Net Assets
$21,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,818
Salaries, Compensation, and Employee Benefits$12,672
Other Expenses$2,498
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,818--$31,818
Current Officers, Directors, Trustees, and Key Employees-$12,672-$12,672
Fees for Services Accounting-$2,250-$2,250
Other Expenses-$1-$1
Total Functional Expenses$31,818$15,170$0$46,988
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Presbyterian ChurcParis, IL170(b)Maintenance/equipmen$31,818
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
Annual disclosure for covered persons
Yes
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
Yes
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

Both trustees are provided a paper copy of return before filing.

Form 990, Page 6, Part VI, Line 12C

Any conflicts are required to be listed annually and reviewed.

Form 990, Page 6, Part VI, Line 19

All documents will be provided upon request.

Filing and Contact Details

Filer

Filer Name
Harriett Jane Bell Charitable
EIN
37-6363065
Phone
2174654154
Address
EDGAR CTY BANK TRUST PO BOX 400, PARIS, IL 61944

Signing Officer

Name
John Carrington
Title
Trust Officer
Phone
2174654154
Signed
2016-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edgar County Bank Trust
Formed
2000
Legal Domicile
Il
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Larsson Woodyard & Henson Llp
Address
PO BOX 426, PARIS, IL 61944-0426
Preparer
Marla D Coffman
Phone
2174656494
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TRUSTEE HAS REGULAR TELEPHONIC OR IN-PERSON DISCUSSIONS WITH PRESBYTERIAN CHURCH OF PARIS BOARD OF TRUSTEES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DURING DUSCUSSIONS WITH BOARD OF TRUSTEES OF THE PRESBYTERIAN CHURCH OF PARIS, INVESTMENTS, INCOME, AND THE CHURCH'S NEEDS AND USE OF INCOME ARE DISCUSSED. THE PRESBYTERIAN CHURCH OF PARIS IS PROVIDED FINANCIAL INFORMATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE PRESBYTERIAN CHURCH OF PARIS HAS EARMARKED THE AMOUNT RECEIVED FROM THE HARRIETT JANE BELL CHARITABLE REMAINDER UNITRUST NUMBER 2 TO FULLY FUND A SPECIFIC SIGNIFICANT PROGRAM. THE TRUSTEE OF THE HARRIETT JANE BELL CHARITABLE REMAINDER UNITRUST NUMBER 2 MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE BOARD OF TRUSTEES OF THE PRESBYTERIAN CHURCH OF PARIS. THE ORGANIZATION'S TRUSTEE HAS REGULAR TELEPHONIC OR IN-PERSON DISCUSSIONS WITH THE BOARD OF TRUSTEES OF THE SUPPORTED ORGANIZATION WHERE INVESTMENTS, INCOME, AND NEEDS AND USES OF INCOME ARE DISCUSSED. THE TRUSTEES OF THE SUPPORTED ORGANIZATION ARE PROVIDED WITH THE FINANCIAL INFORMATION OF THE SUPPORTING ORGANIZATION INCLUDING QUARTERLY FINANCIAL REPORTS, A COPY OF THE FORM 990, AND NOTIFICATION OF THE TYPE AND AMOUNT OF SUPPORT TO BE PROVIDED.
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt039207
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01394808
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01137246
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt048086
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt039207
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0370740661
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt031818
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PRESBYTERIAN CHURCH OF PARIS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt031818
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt031818
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MAINTENANCE/EQUIPMEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE PRESBYTERIAN CHURC
IRS990ScheduleI/RecipientTable/RecipientEIN0370740661
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0241 WEST COURT STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PARIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061944
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS MADE DIRECTLY TO PRESBYTERIAN CHURCH ARE DIRECTED BY TRUST DOCUMENT .
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOTH TRUSTEES ARE PROVIDED A PAPER COPY OF RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY CONFLICTS ARE REQUIRED TO BE LISTED ANNUALLY AND REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS WILL BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0992511
IRS990/TotalAssetsEOYAmt01014005
IRS990/TotalAssetsGrp/BOYAmt0992511
IRS990/TotalAssetsGrp/EOYAmt01014005
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015170
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031818
IRS990/TotalFunctionalExpensesGrp/TotalAmt046988
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0992511
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01014005
IRS990/TotalProgramServiceExpensesAmt031818
IRS990/TotalReportableCompFromOrgAmt012672
IRS990/TotalRevenueGrp/ExclusionAmt068482
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068482
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0992511
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01014005
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 400
IRS990/USAddress/CityNm0PARIS
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061944
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN CARRINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02174654154
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRIETT JANE BELL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REMAINDER UNITRUST NUMBER 2
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0376363065
ReturnHeader/Filer/PhoneNum02174654154
ReturnHeader/Filer/USAddress/AddressLine1Txt0EDGAR CTY BANK TRUST 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/PreparationDt02016-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA D COFFMAN
ReturnHeader/ReturnTs02016-10-13T14:57:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.06$0.03$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.03$0.02$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.06$0.09$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.17$0.06$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.08$0.05$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.02$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.04$0.05$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.06$0.05$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.06$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.05$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.03$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.03$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.04$0.04$0.00