Civic Intelligence

Blanche M Jones Charitable Trust 230008893059

990PF • Fiscal year 2024 • EIN 61-6320746

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 20, 2024

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

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-240%

Higher net margin than 2% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

23rd percentile

-5.2%

Faster asset growth than 23% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$549,400

Down $30,042 (-5.2%) from 2023

Net Assets

Down

$549,400

Down $30,042 (-5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin2nd percentile

Revenue

Down

$12,536

Down $8,362 (-40%) from 2023

Expenses

Up

$42,578

Up $8,078 (+23%) from 2023

Net Income

Down

-$30,042

Down $16,440 (-121%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2024

Assets$549,400
Liabilities$0
Net Assets$549,400
Open 2024 Filing

Operations Trend

Revenue Growth8th 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

2024

Revenue$12,536
Expenses$42,578
Net Income-$30,042
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 20, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLYSE JOHNSONTrustee-$0--
BRIAN JANSSENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPOLO AREA SENIOR SERVICES INCGENERAL FUNDPUBLIC CHARITYPOLO, IL, US$16,000
Paid GrantPOLO PUBLIC LIBRARYGENERAL FUNDPUBLIC CHARITYPOLO, IL, US$16,000
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
Marlyse Johnson
Title
Trustee
Phone
8158642111
Signed
2024-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
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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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIRST STATE BANK - SHANNON POLO TT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 S LINN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHANNON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0610789035
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08158642111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0POLO AREA SENIOR SERVICES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1POLO PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 W MASON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1302 W MASON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1POLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161064
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031526
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01350
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08480
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01350
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034115
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02589
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08480
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05891
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS CHARITY BUREAU FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0480
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0480
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLYSE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08158642111
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLANCHE M JONES CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRST STATE BANK SHANNON POLO TT
ReturnHeader/Filer/BusinessNameControlTxt0BLAN
ReturnHeader/Filer/EIN0616320746
ReturnHeader/Filer/PhoneNum08158642111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 85
ReturnHeader/Filer/USAddress/CityNm0SHANNON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0610789035
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01502 LONDON ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055812
ReturnHeader/PreparerPersonGrp/PhoneNum02187224705
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PETERSON CPA
ReturnHeader/ReturnTs02024-09-24T14:12:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$549,400
Liabilities
$0
Net assets
$549,400
Revenue
$12,536
Expenses
$42,578
Net income
-$30,042
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