Civic Intelligence

J B Wright Charitable Trust

990 • Fiscal year 2022 • EIN 44-0618373

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 03, 2023

Organization Profile

View Organization Page

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

(660) 646-5500

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.93x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

16.60x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

22nd percentile

-8.5%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$21,927,628

Down $2,025,804 (-8.5%) from 2021

Net Assets

Down

$1,482,007

Down $651,969 (-31%) from 2021

Liabilities

Down

$20,445,621

Down $1,373,835 (-6.3%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin6th percentile

Revenue

Down

$1,231,487

Down $2,201,223 (-64%) from 2021

Expenses

Down

$1,883,456

Down $242,652 (-11%) from 2021

Net Income

Down

-$651,969

Down $1,958,571 (-150%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2022

Assets$21,927,628
Liabilities$20,445,621
Net Assets$1,482,007
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$1,231,487
Expenses$1,883,456
Net Income-$651,969
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 3, 2023
Return Version
2021v4.2
Gross Receipts
$1,231,487
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$12,547,264$11,288,909▼ $1,258,355
Accounts Receivable$505,121$505,121→ $0
Cash and Non-Interest-Bearing Accounts$23,081$32,151▲ $9,070
Total Assets$23,953,432$21,927,628▼ $2,025,804
Other Assets Total$10,877,966$10,101,447▼ $776,519
Liabilities
Tax Exempt Bond Liabilities$21,325,659$19,965,790▼ $1,359,869
Accounts Payable and Accrued Expenses$320,750$303,583▼ $17,167
Deferred Revenue$173,047$176,248▲ $3,201
Total Liabilities$21,819,456$20,445,621▼ $1,373,835
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,098,148$5,507,110▼ $591,038
Net Assets Without Donor Restrictions$-3,964,172$-4,025,103▼ $60,931
Total Net Assets Fund Balance$2,133,976$1,482,007▼ $651,969
Total Liabilities and Net Assets / Fund Balance$23,953,432$21,927,628▼ $2,025,804

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,853,910$17,061,713$27,915,623
Equipment$237,366-$237,366
Land$197,633-$197,633
Other Assets Org$-1,348,851--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$6,098,148-▼ $591,037-$5,507,111
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Citizens Bank TrustTrusteePT$12,607$12,607
Revenue and Support

Revenue Composition

Contributions and Grants
$79,618
Program Service Revenue
$1,992,570
Investment Income
$32,365
Other Revenue
$-873,066
Change in Net Assets
$-651,969

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,120,265
Revenue Not Reported on Financial Statements
$-888,778
Other Revenue Adjustments
$-888,778
Total Revenue per Audited Statements
$2,120,265
Total Revenue per Form 990
$1,231,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,870,849
Salaries, Compensation, and Employee Benefits$12,607
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,258,356--$1,258,356
Interest$589,464--$589,464
Fees for Services Accounting-$20,967-$20,967
Current Officers, Directors, Trustees, and Key Employees-$12,607-$12,607
Other Expenses$1,812$250-$2,062
Total Functional Expenses$1,849,632$33,824$0$1,883,456

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,883,456
Total Expenses per Audited Statements$1,883,456
Total Expenses per Form 990$1,883,456
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$30,000,000SEE PART VI

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 governing body review Part VI line 11

“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.”

Governing documents etc available to public Part VI line 19

“The organizations 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
Address
CITIZENS BANK AND TRUST P O BOX 50, CHILLICOTHE, MO 64601

Signing Officer

Name
Dianne Oder Vp
Title
Vice President
Phone
6606465500
Signed
2023-02-03
Discuss with paid preparer
Yes

Organization Details

Formed
1932
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Clevenger & Smith LLC
Address
801 Main St, Trenton, MO 64683
Preparer
Bruce Constant
Phone
6603595523
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“To support the operation of the community hospital”

Raw XML Appendix399 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/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0SEE PART VI
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IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
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IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
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IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
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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 ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AS DIRECTED BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTS J B WRIGHT CHARITABLE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012B
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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/InvolvedAmt079617
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WRIGHT MEMORIAL ENDOWMENT FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt021325659
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt019965790
IRS990/TaxExemptBondsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt023953432
IRS990/TotalAssetsGrp/EOYAmt021927628
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt079618
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033824
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01849632
IRS990/TotalFunctionalExpensesGrp/TotalAmt01883456
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021819456
IRS990/TotalLiabilitiesEOYAmt020445621
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IRS990/TotalLiabilitiesGrp/EOYAmt020445621
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01482007
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IRS990/TotalProgramServiceExpensesAmt01849632
IRS990/TotalProgramServiceRevenueAmt01992570
IRS990/TotalReportableCompFromOrgAmt012607
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01992570
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01231487
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021927628
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANNE ODER VP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06606465500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J B WRIGHT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JBWR
ReturnHeader/Filer/EIN0440618373
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/PreparerFirmEIN0881290662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clevenger & Smith LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Trenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064683
ReturnHeader/PreparerPersonGrp/PhoneNum06603595523
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce Constant
ReturnHeader/ReturnTs02023-02-10T17:38:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ODER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,927,628
Liabilities
$20,445,621
Net assets
$1,482,007
Revenue
$1,231,487
Expenses
$1,883,456
Net income
-$651,969
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