Civic Intelligence

Curtis and Edith Munson Foundation Incorporated Welden Associates

990PF • Fiscal year 2014 • EIN 59-2235907

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 08, 2015

Organization Profile
102 N Westgate AvenueJacksonville, IL 62650

(217) 243-4397

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.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

8th percentile

-38%

Higher net margin than 8% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

27th percentile

$76,861

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

18th percentile

-3.6%

Faster asset growth than 18% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

4.3%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$13,922,730

Down $525,542 (-3.6%) from 2013

Net Assets

Down

$13,922,730

Down $525,538 (-3.6%) from 2013

Liabilities

Down

$0

Down $4 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin8th percentile

Revenue

Up

$1,391,099

Up $57,023 (+4.3%) from 2013

Expenses

Down

$1,916,637

Down $166,831 (-8.0%) from 2013

Net Income

Up

-$525,538

Up $223,854 (+30%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $16,619,575Liabilities 2010: $6,757Net Assets 2010: $16,612,8182010Assets 2011: $16,941,452Liabilities 2011: $2Net Assets 2011: $16,941,4502011Assets 2012: $15,197,664Liabilities 2012: $4Net Assets 2012: $15,197,6602012Assets 2013: $14,448,272Liabilities 2013: $4Net Assets 2013: $14,448,2682013Assets 2014: $13,922,730Liabilities 2014: $0Net Assets 2014: $13,922,7302014Assets 2015: $13,345,169Liabilities 2015: $1Net Assets 2015: $13,345,1682015Assets 2016: $12,601,647Liabilities 2016: $3Net Assets 2016: $12,601,6442016Assets 2017: $13,193,618Liabilities 2017: $0Net Assets 2017: $13,193,6182017Assets 2018: $12,788,315Liabilities 2018: $0Net Assets 2018: $12,788,3152018Assets 2019: $12,551,969Liabilities 2019: $0Net Assets 2019: $12,551,9692019Assets 2020: $11,059,390Liabilities 2020: $0Net Assets 2020: $11,059,3902020Assets 2021: $12,490,733Liabilities 2021: $0Net Assets 2021: $12,490,7332021Assets 2022: $11,782,336Liabilities 2022: $0Net Assets 2022: $11,782,3362022Assets 2023: $11,332,490Liabilities 2023: $2Net Assets 2023: $11,332,4882023Assets 2024: $11,742,244Liabilities 2024: $0Net Assets 2024: $11,742,2442024

Highlighted filing

2014

Assets$13,922,730
Liabilities$0
Net Assets$13,922,730
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,971,1882010Expenses 2011: $2,097,9412011Expenses 2012: $1,964,9172012Revenue 2013: $1,334,076Expenses 2013: $2,083,468Net Income 2013: -$749,3922013Revenue 2014: $1,391,099Expenses 2014: $1,916,637Net Income 2014: -$525,5382014Revenue 2015: $1,333,194Expenses 2015: $1,910,756Net Income 2015: -$577,5622015Revenue 2016: $1,088,900Expenses 2016: $1,832,424Net Income 2016: -$743,5242016Revenue 2017: $2,631,956Expenses 2017: $2,039,982Net Income 2017: $591,9742017Revenue 2018: $1,708,168Expenses 2018: $2,113,471Net Income 2018: -$405,3032018Revenue 2019: $1,805,521Expenses 2019: $2,032,354Net Income 2019: -$226,8332019Revenue 2020: $583,439Expenses 2020: $2,076,018Net Income 2020: -$1,492,5792020Revenue 2021: $3,944,568Expenses 2021: $2,513,225Net Income 2021: $1,431,3432021Revenue 2022: $1,387,952Expenses 2022: $2,096,551Net Income 2022: -$708,5992022Revenue 2023: $1,684,080Expenses 2023: $2,133,928Net Income 2023: -$449,8482023Revenue 2024: $2,580,012Expenses 2024: $2,170,258Net Income 2024: $409,7542024

Highlighted filing

2014

Revenue$1,391,099
Expenses$1,916,637
Net Income-$525,538
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C Wolcott Henry IIIPresidentPT$69,946$6,915$76,861
Bruce ReidSecretary-$0--
H Alexander HenryTreasurer-$0--
Truman M Hobbs JrDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Curtis & Edith Munson Foundation
EIN
59-2235907
Phone
2172434397
Address
102 N Westgate Avenue, Jacksonville, IL 62650

Signing Officer

Name
C Wolcott Henry III
Title
President
Signed
2015-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Adwell Services LLC
Address
102 N WESTGATE AVE, JACKSONVILLE, IL 62650-1718
Preparer
Michael C May CPA
Phone
2172434397
Raw XML Appendix340 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/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Angelica Braestrup
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Grant Administr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01320 19th Street NW Suite 500
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C Wolcott Henry III
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2H Alexander Henry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Truman M Hobbs Jr
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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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0102 N Westgate Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Jacksonville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd062650
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Adwell Services LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02172434397
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.munsonfdn.org
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01512369
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Attached Listing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Attached Listing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01512369
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/AppliedToCurrentYearAmt01502113
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01502113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0538938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0466754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0669690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0600879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0601763
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0601763
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02529399
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0253138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0538938
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0466754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0669690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0600879
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01755251
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0253138
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03131162
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02878024
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt019693
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18587
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt224550
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33665
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt421848
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52503
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019693
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18587
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt214778
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt324550
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43665
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt521848
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62503
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11321
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt231132
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Consultant Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Investment Managment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11321
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt231132
TaxesSchedule/TaxesDetail/Amt030000
TaxesSchedule/TaxesDetail/Amt12824
TaxesSchedule/TaxesDetail/Amt213763
TaxesSchedule/TaxesDetail/CategoryTxt0Excise taxes
TaxesSchedule/TaxesDetail/CategoryTxt1foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt2payroll taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt08412
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05351
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C Wolcott Henry III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Curtis & Edith Munson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CURT
ReturnHeader/Filer/EIN0592235907
ReturnHeader/Filer/PhoneNum02172434397
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 N Westgate Avenue
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062650
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADWELL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 N WESTGATE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0626501718
ReturnHeader/PreparerPersonGrp/PhoneNum02172434397
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C May CPA
ReturnHeader/ReturnTs02015-06-08T13:03:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,922,730
Liabilities
$0
Net assets
$13,922,730
Revenue
$1,391,099
Expenses
$1,916,637
Net income
-$525,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.58$2.17$0.41
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.68$2.13$0.45
2022Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.39$2.10$0.71
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$3.94$2.51$1.43
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.58$2.08$1.49
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.81$2.03$0.23
2018Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.71$2.11$0.41
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$2.63$2.04$0.59
2016Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.09$1.83$0.74
2015Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.33$1.91$0.58
2014Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.39$1.92$0.53
2013Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.33$2.08$0.75
2012Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.96
2011Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$2.10
2010Detailed filing. Detailed filing data is available for this year.$16.6$0.01$16.6$1.97