Civic Intelligence

Trust B UW of Joe Ingram

990PF • Fiscal year 2015 • EIN 44-6006475

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 30, 2016

211 S BroadwaySalisbury, MO 65281

(660) 388-5555

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$22,950

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

35th percentile

-1.7%

Faster asset growth than 35% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-14%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$15,076,722

Down $253,510 (-1.7%) from 2014

Net Assets

$15,076,722

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$698,811

Down $110,582 (-14%) from 2014

Expenses

Up

$591,235

Up $77,225 (+15%) from 2014

Net Income

Down

$107,576

Down $187,807 (-64%) from 2014

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $14,916,605Liabilities 2011: $02011Assets 2012: $15,104,323Liabilities 2012: $02012Assets 2013: $15,227,108Liabilities 2013: $02013Assets 2014: $15,330,232Liabilities 2014: $02014Assets 2015: $15,076,722Liabilities 2015: $0Net Assets 2015: $15,076,7222015Assets 2017: $15,882,633Liabilities 2017: $1,635Net Assets 2017: $15,880,9982017Assets 2018: $16,104,193Liabilities 2018: $1,553Net Assets 2018: $16,102,6402018Assets 2019: $15,344,294Liabilities 2019: $1,621Net Assets 2019: $15,342,6732019Assets 2020: $15,564,136Liabilities 2020: $1,884Net Assets 2020: $15,562,2522020Assets 2021: $15,198,002Liabilities 2021: $1,946Net Assets 2021: $15,196,0562021Assets 2022: $15,308,140Liabilities 2022: $2,103Net Assets 2022: $15,306,0372022Assets 2023: $14,853,853Liabilities 2023: $2,096Net Assets 2023: $14,851,7572023Assets 2024: $14,332,764Liabilities 2024: $2,230Net Assets 2024: $14,330,5342024

Highlighted filing

2015

Assets$15,076,722
Liabilities$0
Net Assets$15,076,722

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $458,080Expenses 2011: $185,616Net Income 2011: $272,4642011Revenue 2012: $476,858Expenses 2012: $342,102Net Income 2012: $134,7562012Revenue 2013: $413,365Expenses 2013: $351,563Net Income 2013: $61,8022013Revenue 2014: $809,393Expenses 2014: $514,010Net Income 2014: $295,3832014Revenue 2015: $698,811Expenses 2015: $591,235Net Income 2015: $107,5762015Revenue 2017: $883,432Expenses 2017: $1,026,178Net Income 2017: -$142,7462017Revenue 2018: $590,699Expenses 2018: $377,356Net Income 2018: $213,3432018Revenue 2019: $510,659Expenses 2019: $969,320Net Income 2019: -$458,6612019Revenue 2020: $498,878Expenses 2020: $279,299Net Income 2020: $219,5792020Revenue 2021: $658,543Expenses 2021: $1,024,739Net Income 2021: -$366,1962021Revenue 2022: $665,038Expenses 2022: $555,569Net Income 2022: $109,4692022Revenue 2023: $620,646Expenses 2023: $1,075,932Net Income 2023: -$455,2862023Revenue 2024: $618,510Expenses 2024: $1,143,427Net Income 2024: -$524,9172024

Highlighted filing

2015

Revenue$698,811
Expenses$591,235
Net Income$107,576
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 30, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ACo-Trustee-$22,950-$22,950
DAVID STURMCo-Trustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Trust B UW of Joe Ingram
EIN
44-6006475
In Care Of
% DAVID STURM
Phone
6603885555
Address
211 S Broadway, Salisbury, MO 65281

Signing Officer

Name
David Sturm
Title
Trustee
Phone
6603885555
Signed
2016-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
Kevin Ensminger CPA
Phone
8162216300
Raw XML Appendix372 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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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt0211 S BROADWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SALISBURY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd065281
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID STURM
IRS990PF/StatementsRegardingActyGrp/PhoneNum06603885555
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0VALEDICTORIAN, SALUTORIAN & HIGH CLASS RANK SCHOLARSHIP GRANTS TO GRADUATING SENIORS OF CHARITON, COUNTY, MO HIGH SCHOOLS; 51 GRANTS MADE DURING 2015.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0GRANTS TO EDUCATIONAL, SCHOOL, GOVERNMENTAL, ETC. ORGANIZATIONS WITHIN CHARITON COUNTY, MO FOR EDUCATIONAL PURPOSES; 49 GRANTS MADE DURING 2015.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt035500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0393687
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0STUDENT LOANS FOR EDUCATIONAL STUDY; PROGRAM BEGAN IN THE 1960S; REVOLVING LOANS CURRENTLY TOTAL OVER $6 MILLION TO OVER 1,000 INDIVIDUALS, APPROXIMATELY 160 NEW LOANS IN 2015
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0STUDENT LOANS/GRANTS FOR EDUCATIONAL STUDY (DUAL CREDIT - HIGH SCHOOL & COLLEGE); APPROXIMATELY 110 NEW LOANS/GRANTS MADE DURING 2015.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0788423
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt013027
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0801450
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0INGRAM TRUST B COMMITTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06603885555
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0211 SOUTH BROADWAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SALISBURY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd065281
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE & EDUCATION PURPOSES IN CHARITON COUNTY, MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0788423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2393687
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STUDENT LOANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANTS/SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VARIOUS EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3STUDENT LOANS/GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TOTAL STUDENT LOANS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1STUDENT SCHOLARSHIP GRANTS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY GRANTS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DUAL CREDIT LOANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 831041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 831041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 831041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 831041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375283
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01230637
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/AppliedToCurrentYearAmt01319111
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt042325
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01404444
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01361436
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085333
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt042325
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0729
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt176
LandEtcSchedule2/LandEtcGrp/BookValueAmt0966
LandEtcSchedule2/LandEtcGrp/BookValueAmt11436
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COPIER
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01695
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11512
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0966
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt11436
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0361086
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LOAN COLLECTIONS/REVALUATIONS/REINVEST
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt05755426
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0STUDENT LOANS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID STURM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06603885555
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trust B UW of Joe Ingram
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0446006475
ReturnHeader/Filer/InCareOfNm0% DAVID STURM
ReturnHeader/Filer/PhoneNum06603885555
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 S Broadway
ReturnHeader/Filer/USAddress/CityNm0Salisbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 Walnut Suite 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kansas City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0641062246
ReturnHeader/PreparerPersonGrp/PhoneNum08162216300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Ensminger CPA
ReturnHeader/ReturnTs02016-09-12T14:58:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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