Civic Intelligence

Emmett & Beulah Jones Educational Fund

990PF • Fiscal year 2015 • EIN 43-6765443

Mar 01, 2014 to Feb 28, 2015 • Filed on Jun 08, 2015

Organization Profile
Bmo Harris Bk Na PO Box 2980Milwaukee, WI 53201

(414) 287-8845

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

34th percentile

-4.2%

Higher net margin than 34% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

82nd percentile

$7,192

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$492,260

Down $2,336 (-0.5%) from 2014

Net Assets

Down

$492,260

Down $2,336 (-0.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin34th percentile

Revenue

Down

$55,632

Down $55,551 (-50%) from 2014

Expenses

Up

$57,966

Up $50,532 (+680%) from 2014

Net Income

Down

-$2,334

Down $106,083 (-102%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2015

Assets$492,260
Liabilities$0
Net Assets$492,260
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

2015

Revenue$55,632
Expenses$57,966
Net Income-$2,334
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jun 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$7,192-$7,192
Filing and Contact Details

Filer

Filer Name
Emmett & Beulah Jones Educational Fund
EIN
43-6765443
Phone
4142878845
Address
BMO HARRIS BK NA PO BOX 2980, MILWAUKEE, WI 53201

Signing Officer

Name
Laura Vogel
Title
A.v.p.
Phone
4142878845
Signed
2015-06-08

Preparer

Firm
BMO Harris Bank NA
Address
111 E Kilbourn Ave Ste 200, Milwaukee, WI 53202
Preparer
Laura Vogel CPA
Phone
4142877134
Raw XML Appendix338 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.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Short-term Sales See attached Schedule
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long-Term Sales See attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt021130
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt122813
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt021130
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt122813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm06917.093 BMO TCH CORE PLUS BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1731.069 FEDERATED INSTITUTIONAL HIGH YIELD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2562.593 FIDELITY ADVISOR FLOATING RATE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32572.014 FIDELITY ADVISOR STRATEGIC REAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43476.833 METROPOLITAN WEST TOTAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm52248.046 PIMCO UNCONSTRAINED BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt080394
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17560
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25603
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt324457
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt437897
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525239
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt082037
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25474
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt323457
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt438176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt525291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt017505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt714350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt814350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt922159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1019973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1116639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1211614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1323246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1457396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1512076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt521444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt714897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt823951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt923424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1022829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1124232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1214758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1324759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1464240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1513654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01310.989 BMO DIVIDEND INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11182.868 BMO LGM EMERGING MARKETS EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21235.063 BMO Low Volatility Equity Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3622.867 BMO MID-CAP GROWTH FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4935.593 MID-CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51658.479 BMO PYRFORD INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6858.383 BMO SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7744.128 BMO SMALL-CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8542.624 Dodge & Cox International Stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9128.823 Dodge & Cox Stock Fund #145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10365.207 Harbor Capital Appreciation Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11350.628 Harbor Capital International Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12396.940 T Rowe Price Dividend Growth Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13395.639 T ROWE PRICE Mid Cap Growth Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14128.868 Vanguard Institutional Index Fd #94
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15388.784 Vanguard Mid Cap Index Fd
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011689
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt043943
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt055632
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt055632
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt021130
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043943
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07192
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07192
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045556
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045556
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011689
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011689
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2334
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt043943
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt043943
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048307
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt021130
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0133
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt021130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046756
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt057966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt055632
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt055632
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07325
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short-Term Sales see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long-Term Sales see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043943
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt021130
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2334
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0492262
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0494596
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0492260
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022949
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022949
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022949
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023915
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0966
IRS990PF/DistributableAmountGrp/TotalTaxAmt0966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-2100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02100
IRS990PF/FMVAssetsEOYAmt0531247
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0494596
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0492260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0201374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0181150
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0181804
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0280765
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0301755
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0340088
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0303
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0316
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0316
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012154
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09039
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09039
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0494596
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0492260
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0531247
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0494596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0492260
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0494596
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0492260
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0485584
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0485584
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07284
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023915
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0478300
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0485584
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt033.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07192
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt046756
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt046756
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt046756
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04435 Main Street Suite 810
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Kansas City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0641117723
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08163603776
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORMS ARE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM JEWELL COLLEGE OFFICE - FIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08167817700
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0500 COLLEGE HILL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LIBERTY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd064068
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0INDIVIDUALS WHO ARE INTERESTED IN CHRISTIAN MINISTRY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022778
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122778
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarhips(nameswithheld for privacy act )
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1(names withheldScholarshipsfor privacy act)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0COLLEGE OF THE OZARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1WILLIAM JEWELL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 Industrial Pl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 College Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Point Lookout
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Liberty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd065726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd164086
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045556
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/AppliedToCurrentYearAmt01200
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt022080
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt023476
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022949
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046756
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt022080
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021749
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023476
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Rounding
TaxesSchedule/TaxesDetail/Amt0133
TaxesSchedule/TaxesDetail/Amt11785
TaxesSchedule/TaxesDetail/Amt22100
TaxesSchedule/TaxesDetail/CategoryTxt0FORIEGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1Prior year Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt22014 Federal Estimates
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0133
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA VOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0A.V.P.
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878845
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMETT & BEULAH JONES EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0EMME
ReturnHeader/Filer/EIN0436765443
ReturnHeader/Filer/PhoneNum04142878845
ReturnHeader/Filer/USAddress/AddressLine1Txt0BMO HARRIS BK NA PO BOX 2980
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142877134
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA VOGEL CPA
ReturnHeader/ReturnTs02015-06-08T09:17:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,260
Liabilities
$0
Net assets
$492,260
Revenue
$55,632
Expenses
$57,966
Net income
-$2,334
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