Civic Intelligence

Wright Memorial Endowment Fund

990 • Fiscal year 2013 • EIN 43-6128790

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization ProfileWWW.EBANKCBT.COM
P O Box 5064601

(660) 646-8500

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

54th percentile

$58,303

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$3,834,972

Up $469,580 (+14%) from 2012

Net Assets

Up

$3,834,972

Up $469,580 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

$561,116

No earlier filing loaded for comparison.

Expenses

Up

$91,536

Up $4,225 (+4.8%) from 2012

Net Income

$469,580

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2013

Assets$3,834,972
Liabilities$0
Net Assets$3,834,972
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$561,116
Expenses$91,536
Net Income$469,580
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$2,517,638
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 j.b. 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$3,156,159$3,156,159→ $0
Cash and Non-Interest-Bearing Accounts$209,233$678,813▲ $469,580
Total Assets$3,365,392$3,834,972▲ $469,580
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,365,392$3,834,972▲ $469,580
Total Net Assets Fund Balance$3,365,392$3,834,972▲ $469,580
Total Liabilities and Net Assets / Fund Balance$3,365,392$3,834,972▲ $469,580

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,365,392-▲ $561,116-$3,834,972
2012$3,221,781-▲ $230,922-$3,365,392
2011$3,281,660-▲ $23,500-$3,221,781
2010$3,295,256-▲ $65,948-$3,281,660
2009$3,483,314-▼ $108,065-$3,295,256
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleOtherTotal
-Trustee$58,303$58,303
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$558,594
Other Revenue
$2,522
Change in Net Assets
$469,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$58,303
Grants and Similar Amounts Paid$32,643
Other Expenses$590
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$29,151$29,152-$58,303
Grants to Domestic Orgs$32,643--$32,643
Fees for Services Accounting-$590-$590
Total Functional Expenses$61,794$29,742$0$91,536
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
44-0618373-501c3See Part Iv$32,643
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8

“The trust does not hold governing or management meetings. The trustee, citizens bank and trust, conducts this trusts business.”

Form 990, Part VI, Section B, Line 11A

“The form 990 is provided to the trust department of citizens bank and trust, who reviews and signs it beofre it is filed.”

Form 990, Part VI, Section C, Line 19

“The trustees of the trust do not make these documents available to the public at this time.”

Filing and Contact Details

Filer

EIN
43-6128790
Phone
6606468500

Signing Officer

Name
Citizens Bank and Trust
Title
Trustee
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Preparer
Cara Farmer
Phone
6603592263
Supplemental Narrative

Financial Statement Notes

V 4

“To benefit the jb wright charitable trust in owning and operating a hospital for the citizens of grundy county.”

Raw XML Appendix343 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO BENEFIT THE JB WRIGHT CHARITABLE TRUST IN OWNING AND OPERATING A HOSPITAL FOR THE CITIZENS OF GRUNDY COUNTY.
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IRS990ScheduleI/RecipientTable/RecipientEIN0440618373
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WRIGHT MEMORIAL HOSPITAL SENDS MONTHLY REPORTS SHOWING USE OF FUNDS. FUNDS ARE LIMITED TO CAPITAL EXPENDITURES.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1PAY DEFICITS OF WRIGHT MEMORIAL HOSPITAL PRESENTLY KNOWN AS J.B. WRIGHT CHARITABLE TRUST FOR IMPROVEMENTS OR ADDITIONS TO THE HOSPITAL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST DOES NOT HOLD GOVERNING OR MANAGEMENT MEETINGS. THE TRUSTEE, CITIZENS BANK AND TRUST, CONDUCTS THIS TRUSTS BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE TRUST DEPARTMENT OF CITIZENS BANK AND TRUST, WHO REVIEWS AND SIGNS IT BEOFRE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES OF THE TRUST DO NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10P O BOX 50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CHILLICOTHE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode064601
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt032643
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10JB WRIGHT CHARITABLE TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03365392
IRS990/TotalAssetsEOYAmt03834972
IRS990/TotalAssetsGrp/BOYAmt03365392
IRS990/TotalAssetsGrp/EOYAmt03834972
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029742
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061794
IRS990/TotalFunctionalExpensesGrp/TotalAmt091536
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03365392
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03834972
IRS990/TotalOtherCompensationAmt058303
IRS990/TotalProgramServiceExpensesAmt061794
IRS990/TotalRevenueGrp/ExclusionAmt0558594
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0561116
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03365392
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03834972
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10P O BOX 50
IRS990/USAddress/City0CHILLICOTHE
IRS990/USAddress/State0MO
IRS990/USAddress/ZIPCode064601
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CITIZENS BANK AND TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10WRIGHT MEMORIAL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0WRIG
ReturnHeader/Filer/EIN0436128790
ReturnHeader/Filer/PhoneNum06606468500
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 50
ReturnHeader/Filer/USAddress/City0CHILLICOTHE
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode064601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Lockridge Constant & ConradLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10801 Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Trenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode064683
ReturnHeader/PreparerPersonGrp/PhoneNum06603592263
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cara Farmer
ReturnHeader/ReturnTs02014-05-13T12:48:32-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,834,972
Liabilities
$0
Net assets
$3,834,972
Revenue
$561,116
Expenses
$91,536
Net income
$469,580
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