Civic Intelligence

J B Wright Charitable Trust

990 • Fiscal year 2021 • EIN 44-0618373

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 13, 2021

Organization Profile

View Organization Page

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

(660) 646-8500

Siviq Scores

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

Liabilities / Assets

91st percentile

0.91x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

6.36x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

27th percentile

1.5%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

48%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$23,953,432

Up $349,288 (+1.5%) from 2020

Net Assets

Up

$2,133,976

Up $1,306,602 (+158%) from 2020

Liabilities

Down

$21,819,456

Down $957,314 (-4.2%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin80th percentile

Revenue

Up

$3,432,710

Up $1,109,095 (+48%) from 2020

Expenses

Down

$2,126,108

Down $971,604 (-31%) from 2020

Net Income

Up

$1,306,602

Up $2,080,699 (+269%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2021

Assets$23,953,432
Liabilities$21,819,456
Net Assets$2,133,976
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

2021

Revenue$3,432,710
Expenses$2,126,108
Net Income$1,306,602
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 13, 2021
Return Version
2020v4.0
Gross Receipts
$3,432,710
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$14,018,338$12,547,264▼ $1,471,074
Accounts Receivable$505,121$505,121→ $0
Cash and Non-Interest-Bearing Accounts$35,789$23,081▼ $12,708
Total Assets$23,604,144$23,953,432▲ $349,288
Other Assets Total$9,044,896$10,877,966▲ $1,833,070
Liabilities
Tax Exempt Bond Liabilities$22,162,857$21,325,659▼ $837,198
Accounts Payable and Accrued Expenses$328,750$320,750▼ $8,000
Deferred Revenue$285,163$173,047▼ $112,116
Total Liabilities$22,776,770$21,819,456▼ $957,314
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,096,588$6,098,148▲ $1,001,560
Net Assets Without Donor Restrictions$-4,269,214$-3,964,172▲ $305,042
Total Net Assets Fund Balance$827,374$2,133,976▲ $1,306,602
Total Liabilities and Net Assets / Fund Balance$23,604,144$23,953,432▲ $349,288

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,112,265$15,803,358$27,915,623
Equipment$237,366-$237,366
Land$197,633-$197,633
Other Assets Org$-1,350,556--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$5,096,588-▲ $1,001,560-$6,098,148
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$21,768$21,768
Revenue and Support

Revenue Composition

Contributions and Grants
$86,911
Program Service Revenue
$2,080,533
Investment Income
$24,002
Other Revenue
$1,241,264
Change in Net Assets
$1,306,602

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,432,710
Total Revenue per Audited Statements
$3,432,710
Total Revenue per Form 990
$3,432,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,104,340
Salaries, Compensation, and Employee Benefits$21,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,471,074--$1,471,074
Interest$609,052--$609,052
Current Officers, Directors, Trustees, and Key Employees-$21,768-$21,768
Fees for Services Accounting-$18,553-$18,553
Other Expenses$1,812$3,849-$5,661
Total Functional Expenses$2,081,938$44,170$0$2,126,108

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,126,108
Total Expenses per Audited Statements$2,126,108
Total Expenses per Form 990$2,126,108
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
2021-12-13
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”

Raw XML Appendix389 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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IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum0400359AXX
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt030000000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0TAX EXEMPT BONDS
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0HOSPITAL CONSTRUCTION
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IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
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IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt025295845
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt04028969
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0675186
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02011
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt030000000
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0436128790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTS J
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012B
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHILLICOTHE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt086911
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WRIGHT MEMORIAL ENDOWMENT FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt022162857
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt021325659
IRS990/TaxExemptBondsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt023604144
IRS990/TotalAssetsEOYAmt023953432
IRS990/TotalAssetsGrp/BOYAmt023604144
IRS990/TotalAssetsGrp/EOYAmt023953432
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt086911
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044170
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02081938
IRS990/TotalFunctionalExpensesGrp/TotalAmt02126108
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022776770
IRS990/TotalLiabilitiesEOYAmt021819456
IRS990/TotalLiabilitiesGrp/BOYAmt022776770
IRS990/TotalLiabilitiesGrp/EOYAmt021819456
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0827374
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02133976
IRS990/TotalProgramServiceExpensesAmt02081938
IRS990/TotalProgramServiceRevenueAmt02080533
IRS990/TotalReportableCompFromOrgAmt021768
IRS990/TotalRevenueGrp/ExclusionAmt01265266
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02080533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03432710
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023953432
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CHILLICOTHE
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064601
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANNE ODER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06606468500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-13
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
ReturnHeader/Filer/USAddress/CityNm0CHILLICOTHE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064601
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/PreparationDt02021-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE CONSTANT
ReturnHeader/ReturnTs02021-12-27T10:49:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ODER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,953,432
Liabilities
$21,819,456
Net assets
$2,133,976
Revenue
$3,432,710
Expenses
$2,126,108
Net income
$1,306,602
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