Civic Intelligence

Emmett & Beulah Jones Educational Fund

990PF • Fiscal year 2016 • EIN 43-6765443

Mar 01, 2015 to Feb 29, 2016 • Filed on Jun 06, 2016

Organization Profile
Bmo Harris Bk Na PO Box 2977Milwaukee, 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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

33rd percentile

-4.6%

Higher net margin than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$6,870

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-49%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$490,994

Down $1,266 (-0.3%) from 2015

Net Assets

Down

$490,994

Down $1,266 (-0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin33rd percentile

Revenue

Down

$28,454

Down $27,178 (-49%) from 2015

Expenses

Down

$29,755

Down $28,211 (-49%) from 2015

Net Income

Up

-$1,301

Up $1,033 (+44%) from 2015

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

2016

Assets$490,994
Liabilities$0
Net Assets$490,994
Open 2016 Filing

Operations Trend

Revenue Growth11th 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

2016

Revenue$28,454
Expenses$29,755
Net Income-$1,301
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2015 to Feb 29, 2016
Signed
Jun 6, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$6,870-$6,870
Filing and Contact Details

Filer

Filer Name
Emmett & Beulah Jones Educational Fund
EIN
43-6765443
Phone
4142878845
Address
BMO HARRIS BK NA PO BOX 2977, MILWAUKEE, WI 53201

Signing Officer

Name
Laura Vogel
Title
A.v.p.
Phone
4142878845
Signed
2016-06-06

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Laura Vogel CPA
Phone
4148153684
Raw XML Appendix356 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Short-term Gain - see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long-term Gain - See attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Capital Gain Dividend
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt076919
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt1Cost
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt210501
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm06667.807 BMO TCH CORE PLUS BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1732.314 FEDERATED INSTITUTIONAL HIGH YIELD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2541.994 FIDELITY ADVISOR FLOATING RATE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32621.778 FIDELITY ADVISOR STRATEGIC REAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43251.941 METROPOLITAN WEST TOTAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm52170.020 PIMCO UNCONSTRAINED BOND FD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1447518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1511628
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01310.856 BMO DIVIDEND INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11191.178 BMO LGM EMERGING MARKETS EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21234.949 BMO Low Volatility Equity Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3751.430 BMO MID-CAP GROWTH FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41042.159 MID-CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51829.676 BMO PYRFORD INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6873.356 BMO SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7831.143 BMO SMALL-CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8645.029 Dodge & Cox International Stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm993.546 Dodge & Cox Stock Fund #145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10377.402 Harbor Capital Appreciation Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11405.238 Harbor Capital International Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12478.253 MFS International Value Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13427.553 T ROWE PRICE Mid Cap Growth Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14270.702 Vanguard Institutional Index Fd #94
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15373.096 Vanguard Mid Cap Index Fd
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short-term Capital Gain - see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long-term Capital Gain - see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividned - see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-02-29
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0487760
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024022
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0480444
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0487760
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt033.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06870
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/AdjustedQualifyingDistriAmt021749
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021749
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021749
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/Amt010875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110875
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/TotalGrantOrContriPdDurYrAmt021750
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/AppliedToYear1Amt021749
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023616
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021749
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023616
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021749
OtherIncomeSchedule2/OtherIncomeDetail/Desc02014 Federal refund
OtherIncomeSchedule2/OtherIncomeDetail/Desc12015 Federal Estimates
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0134
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt034
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in Accural
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Rounding
TaxesSchedule/TaxesDetail/Amt0135
TaxesSchedule/TaxesDetail/Amt11000
TaxesSchedule/TaxesDetail/CategoryTxt0FORIEGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12015 Federal Estimates
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0135
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA VOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0A.V.P.
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878845
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-06
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 2977
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153684
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA VOGEL CPA
ReturnHeader/ReturnTs02016-06-06T09:56:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-03-01
ReturnHeader/TaxPeriodEndDt02016-02-29
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$490,994
Liabilities
$0
Net assets
$490,994
Revenue
$28,454
Expenses
$29,755
Net income
-$1,301
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits