Civic Intelligence

Trust B UW of Joe Ingram

990PF • Fiscal year 2021 • EIN 44-6006475

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

6th percentile

-56%

Higher net margin than 6% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

27th percentile

$18,933

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

15th percentile

-2.4%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

32%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$15,198,002

Down $366,134 (-2.4%) from 2020

Net Assets

Down

$15,196,056

Down $366,196 (-2.4%) from 2020

Liabilities

Up

$1,946

Up $62 (+3.3%) from 2020

Revenue

Up

$658,543

Up $159,665 (+32%) from 2020

Expenses

Up

$1,024,739

Up $745,440 (+267%) from 2020

Net Income

Down

-$366,196

Down $585,775 (-267%) from 2020

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

2021

Assets$15,198,002
Liabilities$1,946
Net Assets$15,196,056

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

2021

Revenue$658,543
Expenses$1,024,739
Net Income-$366,196
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID STURMCo-Trustee-$18,933-$18,933
JOHN RATLIFFCo-Trustee-$8,400-$8,400
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY GRANTS - SEE ATTACHEDVARIOUS EDUCATIONALPCDALLAS, TX, US$849,848
Paid GrantSTUDENT SCHOLARSHIP GRANTS - SEE ATTACHEDGRANTS/SCHOLARSHIPSIDALLAS, TX, US$27,250
Paid GrantDUAL CREDIT LOANS - SEE ATTACHEDSTUDENT LOANS/GRANTSIDALLAS, TX, US$10,268
Filing and Contact Details

Filer

Filer Name
Joe W Ingram Trust
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
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
Angela Leininger CPA
Phone
8162216300
Raw XML Appendix363 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/SummaryOfDirectChrtblActyGrp/Description1Txt0VALEDICTORIAN, SALUTORIAN & HIGH CLASS RANK SCHOLARSHIP GRANTS TO GRADUATING SENIORS OF CHARITON, COUNTY, MO HIGH SCHOOLS; 45 GRANTS MADE DURING 2021.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0STUDENT LOANS/GRANTS FOR EDUCATIONAL STUDY (DUAL CREDIT - HIGH SCHOOL & COLLEGE); APPROXIMATELY 97 NEW LOANS/GRANTS MADE DURING 2021.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt027250
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt011523
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0STUDENT LOANS FOR EDUCATIONAL STUDY; PROGRAM BEGAN IN THE 1960S; REVOLVING LOANS CURRENTLY TOTAL OVER $5 MILLION TO OVER 350 INDIVIDUALS, APPROXIMATELY 62 NEW LOANS IN 2021.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0453908
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0453908
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
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/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1849848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANTS/SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1VARIOUS EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2STUDENT LOANS/GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STUDENT SCHOLARSHIP GRANTS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY GRANTS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DUAL CREDIT LOANS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275283
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0887366
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/AppliedToCurrentYearAmt0792874
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0643160
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01516135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01436034
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0723261
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0643160
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06166
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL EXCISE TAX DEPOSITS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010804
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010804
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMITTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COLLECTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0198
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt117800
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt28673
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt42672
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5-248
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013008
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt221681
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42672
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5-248
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STUDENT LOAN INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0154239
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0154239
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01884
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01946
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt05130057
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0STUDENT LOANS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt05130057
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013260
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0REGIONAL MISSOURI BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06754
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06754
TaxesSchedule/TaxesDetail/Amt04022
TaxesSchedule/TaxesDetail/Amt15362
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04022
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David StURM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06603885555
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joe W Ingram Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOEW
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/BusinessNameLine1Txt0FORVIS 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/PreparerPersonNm0Angela Leininger CPA
ReturnHeader/ReturnTs02022-11-16T09:41:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0StURM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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