Civic Intelligence

Blanche M Jones Charitable Trust 230008893059

990PF • Fiscal year 2021 • EIN 61-6320746

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

Organization Profile
PO Box 85Shannon, IL 61078-9035

(815) 864-2111

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

50th percentile

13%

Higher net margin than 50% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$9,001

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

34th percentile

1.0%

Faster asset growth than 34% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

151%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$614,980

Up $6,346 (+1.0%) from 2020

Net Assets

Up

$614,980

Up $6,346 (+1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin50th percentile

Revenue

Up

$48,887

Up $29,435 (+151%) from 2020

Expenses

Down

$42,541

Down $10,773 (-20%) from 2020

Net Income

Up

$6,346

Up $40,208 (+119%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2012: $616,189Liabilities 2012: $02012Assets 2013: $615,388Liabilities 2013: $02013Assets 2014: $589,147Liabilities 2014: $02014Assets 2015: $589,131Liabilities 2015: $0Net Assets 2015: $589,1312015Assets 2016: $582,145Liabilities 2016: $0Net Assets 2016: $582,1452016Assets 2017: $548,711Liabilities 2017: $0Net Assets 2017: $548,7112017Assets 2018: $520,813Liabilities 2018: $0Net Assets 2018: $520,8132018Assets 2019: $642,500Liabilities 2019: $0Net Assets 2019: $642,5002019Assets 2020: $608,634Liabilities 2020: $0Net Assets 2020: $608,6342020Assets 2021: $614,980Liabilities 2021: $0Net Assets 2021: $614,9802021Assets 2022: $593,044Liabilities 2022: $0Net Assets 2022: $593,0442022Assets 2023: $579,442Liabilities 2023: $0Net Assets 2023: $579,4422023Assets 2024: $549,400Liabilities 2024: $0Net Assets 2024: $549,4002024Assets 2025: $534,710Liabilities 2025: $0Net Assets 2025: $534,7102025

Highlighted filing

2021

Assets$614,980
Liabilities$0
Net Assets$614,980
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2012: $18,235Expenses 2012: $45,009Net Income 2012: -$26,7742012Revenue 2013: $42,613Expenses 2013: $43,414Net Income 2013: -$8012013Revenue 2014: $19,707Expenses 2014: $45,948Net Income 2014: -$26,2412014Revenue 2015: $47,098Expenses 2015: $47,114Net Income 2015: -$162015Revenue 2016: $3,664Expenses 2016: $10,650Net Income 2016: -$6,9862016Revenue 2017: $13,153Expenses 2017: $46,589Net Income 2017: -$33,4362017Revenue 2018: $21,061Expenses 2018: $48,958Net Income 2018: -$27,8972018Revenue 2019: $171,233Expenses 2019: $49,545Net Income 2019: $121,6882019Revenue 2020: $19,452Expenses 2020: $53,314Net Income 2020: -$33,8622020Revenue 2021: $48,887Expenses 2021: $42,541Net Income 2021: $6,3462021Revenue 2022: $28,423Expenses 2022: $50,359Net Income 2022: -$21,9362022Revenue 2023: $20,898Expenses 2023: $34,500Net Income 2023: -$13,6022023Revenue 2024: $12,536Expenses 2024: $42,578Net Income 2024: -$30,0422024Revenue 2025: $29,665Expenses 2025: $44,355Net Income 2025: -$14,6902025

Highlighted filing

2021

Revenue$48,887
Expenses$42,541
Net Income$6,346
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANKTrustee-$9,001-$9,001
Filing and Contact Details

Filer

Filer Name
Blanche M Jones Charitable Trust
EIN
61-6320746
Phone
8158642111
Address
PO BOX 85, SHANNON, IL 61078-9035

Signing Officer

Name
Allen Woessner
Title
Trustee
Phone
8158642111
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
PO BOX 8010, WAUSAU, WI 54402-8010
Preparer
Mary a Coates CPA
Phone
7158453111
Raw XML Appendix347 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/PhoneNum08158642111
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY A COATES CPA
ReturnHeader/ReturnTs02021-11-15T06:41:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOESSNER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$614,980
Liabilities
$0
Net assets
$614,980
Revenue
$48,887
Expenses
$42,541
Net income
$6,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.30$0.44$0.15
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.13$0.43$0.30
2023Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.21$0.35$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.28$0.50$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.49$0.43$0.06
2020Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.19$0.53$0.34
2019Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$1.71$0.50$1.22
2018Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.21$0.49$0.28
2017Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.13$0.47$0.33
2016Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.04$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.47$0.47$0.00
2014Summary only. Only limited summary data is available for this year.$5.89$0.00$0.20$0.46$0.26
2013Summary only. Only limited summary data is available for this year.$6.15$0.00$0.43$0.43$0.01
2012Summary only. Only limited summary data is available for this year.$6.16$0.00$0.18$0.45$0.27