Civic Intelligence

Wright Memorial Endowment Fund

EIN 43-6128790 • 501(c)3 • Chillicothe, MO

Profile

To provide financial support to the jb wright charitable trust, a tax-exempt organization. To offset their operating deficits and to make capital improvements.

PO Box 50Chillicothe, MO 64601

bankwithsouthern.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

1.1%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

22%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,577,232

Up $267,506 (+5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,577,232

Up $267,506 (+5.0%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin76th percentile

Revenue

Up

$490,723

Up $249,997 (+104%) from 2023

Expenses

Up

$223,217

Up $38,664 (+21%) from 2023

Net Income

Up

$267,506

Up $211,333 (+376%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $3,281,660Liabilities 2010: $0Net Assets 2010: $3,281,6602010Assets 2011: $3,221,781Liabilities 2011: $0Net Assets 2011: $3,221,7812011Assets 2012: $3,365,392Liabilities 2012: $0Net Assets 2012: $3,365,3922012Assets 2013: $3,834,972Liabilities 2013: $0Net Assets 2013: $3,834,9722013Assets 2014: $4,596,400Liabilities 2014: $0Net Assets 2014: $4,596,4002014Assets 2015: $4,611,061Liabilities 2015: $0Net Assets 2015: $4,611,0612015Assets 2016: $4,554,156Liabilities 2016: $0Net Assets 2016: $4,554,1562016Assets 2017: $4,599,076Liabilities 2017: $0Net Assets 2017: $4,599,0762017Assets 2018: $4,698,559Liabilities 2018: $0Net Assets 2018: $4,698,5592018Assets 2019: $4,708,690Liabilities 2019: $0Net Assets 2019: $4,708,6902019Assets 2020: $4,724,340Liabilities 2020: $0Net Assets 2020: $4,724,3402020Assets 2021: $5,211,297Liabilities 2021: $0Net Assets 2021: $5,211,2972021Assets 2022: $5,253,553Liabilities 2022: $0Net Assets 2022: $5,253,5532022Assets 2023: $5,309,726Liabilities 2023: $0Net Assets 2023: $5,309,7262023Assets 2024: $5,577,232Liabilities 2024: $0Net Assets 2024: $5,577,2322024

Highlighted filing

2024

Assets$5,577,232
Liabilities$0
Net Assets$5,577,232
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $79,5442010Expenses 2011: $83,3792011Expenses 2012: $87,3112012Revenue 2013: $561,116Expenses 2013: $91,536Net Income 2013: $469,5802013Revenue 2014: $902,831Expenses 2014: $141,403Net Income 2014: $761,4282014Revenue 2015: $151,698Expenses 2015: $137,037Net Income 2015: $14,6612015Revenue 2016: $85,323Expenses 2016: $142,228Net Income 2016: -$56,9052016Revenue 2017: $194,028Expenses 2017: $149,108Net Income 2017: $44,9202017Revenue 2018: $264,291Expenses 2018: $164,808Net Income 2018: $99,4832018Revenue 2019: $187,296Expenses 2019: $177,165Net Income 2019: $10,1312019Revenue 2020: $180,854Expenses 2020: $165,204Net Income 2020: $15,6502020Revenue 2021: $649,964Expenses 2021: $163,007Net Income 2021: $486,9572021Revenue 2022: $197,169Expenses 2022: $154,913Net Income 2022: $42,2562022Revenue 2023: $240,726Expenses 2023: $184,553Net Income 2023: $56,1732023Revenue 2024: $490,723Expenses 2024: $223,217Net Income 2024: $267,5062024

Highlighted filing

2024

Revenue$490,723
Expenses$223,217
Net Income$267,506
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,577,232
Liabilities
$0
Net assets
$5,577,232
Revenue
$490,723
Expenses
$223,217
Net income
$267,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.49$0.22$0.27
2023Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.24$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.20$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.65$0.16$0.49
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.18$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.19$0.18$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.26$0.16$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.19$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.09$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.15$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.90$0.14$0.76
2013Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.56$0.09$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.00$3.37$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.00$3.22$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 14, 2025
Return Version
2024v5.0
Gross Receipts
$2,632,105
Mission and Program Overview

Mission

To produce income which is to be used to pay the deficits of the wright memorial hospital and to make improvements or additions to the hospital.

To provide financial support to the jb wright charitable trust, a tax-exempt organization. To offset their operating deficits and to make capital improvements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,529,817$4,900,575▲ $370,758
Cash and Non-Interest-Bearing Accounts$779,909$676,657▼ $103,252
Total Assets$5,309,726$5,577,232▲ $267,506
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,309,726$5,577,232▲ $267,506
Total Net Assets Fund Balance$5,309,726$5,577,232▲ $267,506
Total Liabilities and Net Assets / Fund Balance$5,309,726$5,577,232▲ $267,506

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,309,726-▲ $490,723-$5,577,232
2023$5,253,553-▲ $240,726-$5,309,726
2022$5,211,296-▲ $197,169-$5,253,553
2021$4,724,340-▲ $649,963-$5,211,296
2020$4,708,690-▲ $180,184-$4,723,670
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Southern BankTrustee$80,709$80,709
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$490,723
Other Revenue
$0
Change in Net Assets
$267,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$141,713
Other Expenses$81,504
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$141,713--$141,713
Fees for Services Management$40,355$40,354-$80,709
Fees for Services Accounting-$795-$795
Total Functional Expenses$182,068$41,149$0$223,217
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jb Wright Charitable TrustChillicothe, MO501c3See Part Iv$141,713
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Form 990, part vi, line 11b - organizations process to review form 990the form 990 is provided to the trust department of southern bank who reviews and signs it before it is filed.”

Governing documents etc available to public Part VI line 19

“Form 990, part vi, line 19 - governing documents disclosure explanationthe trustee of the trust does not make these documents available to the public at this time.”

Filing and Contact Details

Filer

Filer Name
Wright Memorial Endowment Fund
EIN
43-6128790
In Care Of
% DIANNE ODER
Phone
6606468500
Address
PO BOX 50, CHILLICOTHE, MO 64601

Signing Officer

Name
Dianne Oder
Title
Trustee
Phone
6606468500
Signed
2025-02-14
Discuss with paid preparer
Yes

Organization Details

Formed
1932
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Clevenger & Associates CPA PC
Address
801 Main St, Trenton, MO 64683
Preparer
Deborah Morse
Phone
6603595523
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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDSWRIGHT MEMORIAL HOSPITAL SENDS MONTHLY REPORTS SHOWING USE OF FUNDS. FUNDS ARE LIMITED TO CAPITAL EXPENDITURES.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1PART IV - ADDITIONAL INFORMATIONPART II LINE 1 (H) PAY DEFICITS OF WRIGHT MEMORIAL HOSPITAL (PRESENTLY KNOWN AS JB WRIGHT CHARITABLE TRUST) FOR IMPROVEMENTS OR ADDITIONS TO THE HOSPITAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Additional Information for Schedule I
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, LINE 11B - ORGANIZATIONS PROCESS TO REVIEW FORM 990THE FORM 990 IS PROVIDED TO THE TRUST DEPARTMENT OF SOUTHERN BANK WHO REVIEWS AND SIGNS IT BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONTHE TRUSTEE OF THE TRUST DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JB WRIGHT CHARITABLE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0440618373
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHILLICOTHE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd064601
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0141713
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0JB WRIGHT CHARITABLE TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05309726
IRS990/TotalAssetsEOYAmt05577232
IRS990/TotalAssetsGrp/BOYAmt05309726
IRS990/TotalAssetsGrp/EOYAmt05577232
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041149
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182068
IRS990/TotalFunctionalExpensesGrp/TotalAmt0223217
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05309726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05577232
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0182068
IRS990/TotalReportableCompFromOrgAmt080709
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0490723
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0490723
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05309726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05577232
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0true
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0BANKWITHSOUTHERN.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANNE ODER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06606468500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WRIGHT MEMORIAL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0WRIG
ReturnHeader/Filer/EIN0436128790
ReturnHeader/Filer/InCareOfNm0% DIANNE ODER
ReturnHeader/Filer/PhoneNum06606468500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50
ReturnHeader/Filer/USAddress/CityNm0CHILLICOTHE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030481809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clevenger & Associates CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Trenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064683
ReturnHeader/PreparerPersonGrp/PhoneNum06603595523
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH MORSE
ReturnHeader/ReturnTs02025-02-28T09:38:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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