Civic Intelligence

J B Wright Charitable Trust

990 • Fiscal year 2020 • EIN 44-0618373

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 09, 2020

Organization Profile

View Organization Page

Citizens Bank And Trust P O Box 50Chillicothe, MO 64601

(660) 646-8500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$23,604,144

Down $2,835,240 (-11%) from 2019

Net Assets

Down

$827,374

Down $774,097 (-48%) from 2019

Liabilities

Down

$22,776,770

Down $2,061,143 (-8.3%) from 2019

Revenue And Expenses

Revenue

Down

$2,323,615

Down $517,950 (-18%) from 2019

Expenses

Down

$3,097,712

Down $40,800 (-1.3%) from 2019

Net Income

Down

-$774,097

Down $477,150 (-161%) from 2019

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2012: $36,679,768Liabilities 2012: $30,799,872Net Assets 2012: $5,879,8962012Assets 2013: $35,166,660Liabilities 2013: $30,120,909Net Assets 2013: $5,045,7512013Assets 2014: $33,750,047Liabilities 2014: $29,416,525Net Assets 2014: $4,333,5222014Assets 2015: $31,880,990Liabilities 2015: $28,394,003Net Assets 2015: $3,486,9872015Assets 2016: $30,381,588Liabilities 2016: $27,743,563Net Assets 2016: $2,638,0252016Assets 2017: $28,799,063Liabilities 2017: $26,461,991Net Assets 2017: $2,337,0722017Assets 2018: $27,556,914Liabilities 2018: $25,658,496Net Assets 2018: $1,898,4182018Assets 2019: $26,439,384Liabilities 2019: $24,837,913Net Assets 2019: $1,601,4712019Assets 2020: $23,604,144Liabilities 2020: $22,776,770Net Assets 2020: $827,3742020Assets 2021: $23,953,432Liabilities 2021: $21,819,456Net Assets 2021: $2,133,9762021Assets 2022: $21,927,628Liabilities 2022: $20,445,621Net Assets 2022: $1,482,0072022Assets 2023: $21,188,607Liabilities 2023: $19,064,245Net Assets 2023: $2,124,3622023Assets 2025: $20,326,741Liabilities 2025: $16,234,847Net Assets 2025: $4,091,8942025

Highlighted filing

2020

Assets$23,604,144
Liabilities$22,776,770
Net Assets$827,374
Open 2020 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $2,517,809Expenses 2012: $3,810,342Net Income 2012: -$1,292,5332012Expenses 2013: $3,711,3752013Revenue 2014: $3,018,799Expenses 2014: $3,731,028Net Income 2014: -$712,2292014Revenue 2015: $2,602,253Expenses 2015: $3,448,788Net Income 2015: -$846,5352015Revenue 2016: $2,485,171Expenses 2016: $3,334,133Net Income 2016: -$848,9622016Revenue 2017: $2,943,864Expenses 2017: $3,244,817Net Income 2017: -$300,9532017Revenue 2018: $2,749,115Expenses 2018: $3,187,769Net Income 2018: -$438,6542018Revenue 2019: $2,841,565Expenses 2019: $3,138,512Net Income 2019: -$296,9472019Revenue 2020: $2,323,615Expenses 2020: $3,097,712Net Income 2020: -$774,0972020Revenue 2021: $3,432,710Expenses 2021: $2,126,108Net Income 2021: $1,306,6022021Revenue 2022: $1,231,487Expenses 2022: $1,883,456Net Income 2022: -$651,9692022Revenue 2023: $2,517,058Expenses 2023: $1,874,703Net Income 2023: $642,3552023Revenue 2025: $2,916,284Expenses 2025: $1,820,123Net Income 2025: $1,096,1612025

Highlighted filing

2020

Revenue$2,323,615
Expenses$3,097,712
Net Income-$774,097
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 9, 2020
Return Version
2019v5.0
Gross Receipts
$2,323,615
Mission and Program Overview

Mission

To provide a hospital for the community and the surrounding area

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,665,284$14,018,338▼ $646,946
Accounts Receivable$1,370,359$505,121▼ $865,238
Cash and Non-Interest-Bearing Accounts$23,455$35,789▲ $12,334
Total Assets$26,439,384$23,604,144▼ $2,835,240
Other Assets Total$10,380,286$9,044,896▼ $1,335,390
Liabilities
Tax Exempt Bond Liabilities$24,083,708$22,162,857▼ $1,920,851
Accounts Payable and Accrued Expenses$517,736$328,750▼ $188,986
Deferred Revenue$236,469$285,163▲ $48,694
Total Liabilities$24,837,913$22,776,770▼ $2,061,143
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,185,603$5,096,588▼ $89,015
Net Assets Without Donor Restrictions$-3,584,132$-4,269,214▼ $685,082
Total Net Assets Fund Balance$1,601,471$827,374▼ $774,097
Total Liabilities and Net Assets / Fund Balance$26,439,384$23,604,144▼ $2,835,240

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,583,339$14,332,284$27,915,623
Equipment$237,366-$237,366
Land$197,633-$197,633
Other Assets Org$-808,750--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$5,185,603-▼ $89,015-$5,096,588
2018$5,063,579-▲ $122,024-$5,185,603
2017$4,961,804-▲ $101,775-$5,063,579
2016$4,691,431-▲ $270,373-$4,961,804
2015$4,807,071-▼ $115,640-$4,691,431
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$28,808$28,808
Revenue and Support

Revenue Composition

Contributions and Grants
$141,035
Program Service Revenue
$2,040,653
Investment Income
$61,582
Other Revenue
$80,345
Change in Net Assets
$-774,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,323,615
Total Revenue per Audited Statements
$2,323,615
Total Revenue per Form 990
$2,323,615
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,068,904
Salaries, Compensation, and Employee Benefits$28,808
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,512,184--$1,512,184
Interest$1,039,156--$1,039,156
Fees for Services Accounting-$30,430-$30,430
Current Officers, Directors, Trustees, and Key Employees-$28,808-$28,808
Fees for Services Legal-$4,745-$4,745
Other Expenses$1,812$2,014-$3,826
Total Functional Expenses$3,031,715$65,997$0$3,097,712

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,097,712
Total Expenses per Audited Statements$3,097,712
Total Expenses per Form 990$3,097,712
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
ATax Exempt Bonds2009-09-30$30,000,000HOSPITAL CONSTRUCTION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$30,000,000--$675,186

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The vice president/trust officer in charge of this trust reviews all parts of the tax return and attached schedules before the return is filed.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents and financial statements are available as directed by the trustee.”

Filing and Contact Details

Filer

Filer Name
J B Wright Charitable Trust
EIN
44-0618373
Phone
6606468500
Address
CITIZENS BANK AND TRUST P O BOX 50, CHILLICOTHE, MO 64601

Signing Officer

Name
Dianne Oder
Title
VP & Trust Officer
Phone
6606468500
Signed
2020-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dianne Oder
Formed
1932
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Lockridge & Constant LLC
Address
801 MAIN ST, TRENTON, MO 64683
Preparer
Bruce Constant
Phone
6603592263
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“To support the operation of the community hospital”

Schedule D, Page 3, Part X

“Per the audited financial statements note a, item 12, "management is not aware of any uncertainties in income tax positions".”

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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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IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VICE PRESIDENT/TRUST OFFICER IN CHARGE OF THIS TRUST REVIEWS ALL PARTS OF THE TAX RETURN AND ATTACHED SCHEDULES BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AS DIRECTED BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTS J
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WRIGHT MEMORIAL ENDOWMENT FUND
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt022162857
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0141035
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03031715
IRS990/TotalFunctionalExpensesGrp/TotalAmt03097712
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024837913
IRS990/TotalLiabilitiesEOYAmt022776770
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IRS990/TotalLiabilitiesGrp/EOYAmt022776770
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01601471
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02040653
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02323615
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DIANNE ODER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06606468500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J B WRIGHT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JBWR
ReturnHeader/Filer/EIN0440618373
ReturnHeader/Filer/PhoneNum06606468500
ReturnHeader/Filer/USAddress/AddressLine1Txt0CITIZENS BANK AND TRUST P O BOX 50
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0060A281AC0BE0F86BFAF459248CC3FB482AD3834
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.174.237.102
ReturnHeader/FilingSecurityInformation/IPDt02020-12-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:14:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOCKRIDGE & CONSTANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064683
ReturnHeader/PreparerPersonGrp/PhoneNum06603592263
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE CONSTANT
ReturnHeader/ReturnTs02020-12-18T08:14:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,604,144
Liabilities
$22,776,770
Net assets
$827,374
Revenue
$2,323,615
Expenses
$3,097,712
Net income
-$774,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.3$16.2$4.09$2.92$1.82$1.10
2023Detailed filing. Detailed filing data is available for this year.$21.2$19.1$2.12$2.52$1.87$0.64
2022Detailed filing. Detailed filing data is available for this year.$21.9$20.4$1.48$1.23$1.88$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$21.8$2.13$3.43$2.13$1.31
2020Detailed filing. Detailed filing data is available for this year.$23.6$22.8$0.83$2.32$3.10$0.77
2019Detailed filing. Detailed filing data is available for this year.$26.4$24.8$1.60$2.84$3.14$0.30
2018Detailed filing. Detailed filing data is available for this year.$27.6$25.7$1.90$2.75$3.19$0.44
2017Detailed filing. Detailed filing data is available for this year.$28.8$26.5$2.34$2.94$3.24$0.30
2016Detailed filing. Detailed filing data is available for this year.$30.4$27.7$2.64$2.49$3.33$0.85
2015Detailed filing. Detailed filing data is available for this year.$31.9$28.4$3.49$2.60$3.45$0.85
2014Detailed filing. Detailed filing data is available for this year.$33.8$29.4$4.33$3.02$3.73$0.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.2$30.1$5.05$3.71
2012Summary only. Only limited summary data is available for this year.$36.7$30.8$5.88$2.52$3.81$1.29