Civic Intelligence

Emmett & Beulah Jones Educational Fund

990PF • Fiscal year 2012 • EIN 43-6765443

Mar 01, 2011 to Feb 29, 2012 • Filed on May 16, 2012

Organization Profile
MI Trust CO Na PO Box 297753201
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

96th percentile

$5,635

Higher top officer pay than 96% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$379,156

Up $68,417 (+22%) from 2011

Net Assets

Up

$379,156

Up $68,417 (+22%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$27,695

Up $6,908 (+33%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$600K$400K$200K$0Assets 2011: $310,739Liabilities 2011: $0Net Assets 2011: $310,7392011Assets 2012: $379,156Liabilities 2012: $0Net Assets 2012: $379,1562012Assets 2013: $390,848Liabilities 2013: $0Net Assets 2013: $390,8482013Assets 2014: $494,596Liabilities 2014: $0Net Assets 2014: $494,5962014Assets 2015: $492,260Liabilities 2015: $0Net Assets 2015: $492,2602015Assets 2016: $490,994Liabilities 2016: $0Net Assets 2016: $490,9942016Assets 2017: $487,724Liabilities 2017: $0Net Assets 2017: $487,7242017Assets 2018: $483,808Liabilities 2018: $0Net Assets 2018: $483,8082018Assets 2020: $470,402Liabilities 2020: $12020Assets 2021: $468,851Liabilities 2021: $0Net Assets 2021: $468,8512021Assets 2022: $505,805Liabilities 2022: $0Net Assets 2022: $505,8052022Assets 2023: $492,870Liabilities 2023: $12023Assets 2024: $490,968Liabilities 2024: $12024Assets 2025: $509,996Liabilities 2025: $0Net Assets 2025: $509,9962025

Highlighted filing

2012

Assets$379,156
Liabilities$0
Net Assets$379,156
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $20,7872011Expenses 2012: $27,6952012Expenses 2013: $9,6042013Revenue 2014: $111,183Expenses 2014: $7,434Net Income 2014: $103,7492014Revenue 2015: $55,632Expenses 2015: $57,966Net Income 2015: -$2,3342015Revenue 2016: $28,454Expenses 2016: $29,755Net Income 2016: -$1,3012016Revenue 2017: $29,206Expenses 2017: $31,385Net Income 2017: -$2,1792017Revenue 2018: $25,329Expenses 2018: $28,931Net Income 2018: -$3,6022018Revenue 2020: $20,006Expenses 2020: $56,494Net Income 2020: -$36,4882020Revenue 2021: $29,944Expenses 2021: $31,491Net Income 2021: -$1,5472021Revenue 2022: $70,498Expenses 2022: $33,479Net Income 2022: $37,0192022Revenue 2023: $23,545Expenses 2023: $36,345Net Income 2023: -$12,8002023Revenue 2024: $30,026Expenses 2024: $30,062Net Income 2024: -$362024Revenue 2025: $49,694Expenses 2025: $31,084Net Income 2025: $18,6102025

Highlighted filing

2012

Revenue-
Expenses$27,695
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2011 to Feb 29, 2012
Signed
May 16, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$5,635-$5,635
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLLEGE OF THE OZARKSSCHOLARSHIPS (NAMESWITHHELD FOR PRIVACY ACT)COLLEGEPOINT LOOKOUT, MO, US$10,500
Paid GrantWILLIAM JEWELL COLLEGESCHOLARSHIPS (NAMESWITHHELD FOR PRIVACY ACT)COLLEGELIBERTY, MO, US$10,500
Filing and Contact Details

Filer

EIN
43-6765443
Raw XML Appendix365 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6123.518 FEDERATED INSTITUTIONAL HIGH YIELD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV143171
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0325.168 HARBOR FD INTL FD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21114.309 BMO MID-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3768.831 BMO SMALL-CAP GROWTH FD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81257.379 ALLIANZ NFJ DIVIDEND VALUE FUND INSTITUTIONAL #3515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9607.749 DAVIS N Y VENTURE FD INC CL Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10585.441 DODGE & COX INTERNATIONAL STOCK FD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12298.005 FRANKLIN MUTUAL EUROPEAN FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13217.025 GOLDMAN SACHS SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14100.959 SCOUT INTERNATIONAL FUND #29
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0FORMS ARE ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0WILLIAM JEWELL COLLEGE OFFICE - FIN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08167817700
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10500 COLLEGE HILL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0LIBERTY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode064068
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0INDIVIDUALS WHO ARE INTERESTED IN CHRISTIAN MINISTRY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS (NAMESWITHHELD FOR PRIVACY ACT)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIPS (NAMESWITHHELD FOR PRIVACY ACT)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10COLLEGE OF THE OZARKS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WILLIAM JEWELL COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 17
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11500 COLLEGE HILL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0POINT LOOKOUT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LIBERTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode065726
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode164086
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear021000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear018221
IRS990PF/UndistributedIncome/AppliedToYear103379
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted020938
IRS990PF/UndistributedIncome/QualifyingDistributions021600
IRS990PF/UndistributedIncome/UndistributedIncomeCY02717
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03379
OtherIncomeSchedule2/OtherIncome/Description0Refund
OtherIncreasesSchedule/OtherIncreases/Amount02
OtherIncreasesSchedule/OtherIncreases/Description0Rounding
TaxesSchedule/Taxes/Amount0136
TaxesSchedule/Taxes/Amount1213
TaxesSchedule/Taxes/Amount2111
TaxesSchedule/Taxes/Category0FORIEGN TAXES PAID
TaxesSchedule/Taxes/Category1Estimates
TaxesSchedule/Taxes/Category2FEDERAL TAX PAID
TaxesSchedule/Taxes/NetInvestmentIncome0136
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0436765443
ReturnHeader/Filer/Name/BusinessNameLine10EMMETT & BEULAH JONES EDUCATIONAL FUND
ReturnHeader/Filer/NameControl0EMME
ReturnHeader/Filer/Phone08162361874
ReturnHeader/Filer/USAddress/AddressLine10MI TRUST CO NA PO BOX 2977
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-05-16
ReturnHeader/Officer/Name0LAURA VOGEL
ReturnHeader/Officer/Phone08162361874
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02012-05-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0LAURA VOGEL CPA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-03-01
ReturnHeader/TaxPeriodEndDate02012-02-29
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-16T10:11:14-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$379,156
Liabilities
$0
Net assets
$379,156
Revenue
-
Expenses
$27,695
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.50$0.31$0.19
2024Summary only. Only limited summary data is available for this year.$4.91$0.00$0.30$0.30$0.00
2023Summary only. Only limited summary data is available for this year.$4.93$0.00$0.24$0.36$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.70$0.33$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.00$4.69$0.30$0.31$0.02
2020Summary only. Only limited summary data is available for this year.$4.70$0.00$0.20$0.56$0.36
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.25$0.29$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.00$4.88$0.29$0.31$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.28$0.30$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.56$0.58$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$1.11$0.07$1.04
2013Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.21