Civic Intelligence

Suman Mitchell Jones Charitable Trust

990PF • Fiscal year 2015 • EIN 75-6613180

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 21, 2015

Organization Profile
PO Box 1867Columbia, MO 65205

(573) 441-8276

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$15,888

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

65th percentile

4.2%

Faster asset growth than 65% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-3.1%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,679,179

Up $67,096 (+4.2%) from 2014

Net Assets

Up

$1,679,179

Up $67,096 (+4.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin88th percentile

Revenue

Down

$144,024

Down $4,537 (-3.1%) from 2014

Expenses

Down

$77,093

Down $61,749 (-44%) from 2014

Net Income

Up

$66,931

Up $57,212 (+589%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,641,229Liabilities 2011: $0Net Assets 2011: $1,641,2292011Assets 2012: $1,620,068Liabilities 2012: $12012Assets 2013: $1,613,752Liabilities 2013: $0Net Assets 2013: $1,613,7522013Assets 2014: $1,612,083Liabilities 2014: $0Net Assets 2014: $1,612,0832014Assets 2015: $1,679,179Liabilities 2015: $0Net Assets 2015: $1,679,1792015Assets 2016: $1,568,790Liabilities 2016: $0Net Assets 2016: $1,568,7902016Assets 2018: $1,587,038Liabilities 2018: $0Net Assets 2018: $1,587,0382018Assets 2019: $1,607,752Liabilities 2019: $0Net Assets 2019: $1,607,7522019Assets 2020: $1,579,266Liabilities 2020: $0Net Assets 2020: $1,579,2662020Assets 2021: $1,676,079Liabilities 2021: $0Net Assets 2021: $1,676,0792021Assets 2022: $1,631,989Liabilities 2022: $0Net Assets 2022: $1,631,9892022Assets 2023: $1,663,915Liabilities 2023: $0Net Assets 2023: $1,663,9152023Assets 2024: $1,631,683Liabilities 2024: $12024Assets 2025: $1,626,375Liabilities 2025: $0Net Assets 2025: $1,626,3752025

Highlighted filing

2015

Assets$1,679,179
Liabilities$0
Net Assets$1,679,179
Open 2015 Filing

Operations Trend

Revenue Growth37th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $105,2922011Revenue 2012: $43,784Expenses 2012: $65,290Net Income 2012: -$21,5062012Expenses 2013: $55,9762013Revenue 2014: $148,561Expenses 2014: $138,842Net Income 2014: $9,7192014Revenue 2015: $144,024Expenses 2015: $77,093Net Income 2015: $66,9312015Revenue 2016: $2,692Expenses 2016: $110,793Net Income 2016: -$108,1012016Revenue 2018: $167,979Expenses 2018: $104,376Net Income 2018: $63,6032018Revenue 2019: $133,793Expenses 2019: $114,600Net Income 2019: $19,1932019Revenue 2020: $72,519Expenses 2020: $101,034Net Income 2020: -$28,5152020Revenue 2021: $201,249Expenses 2021: $104,365Net Income 2021: $96,8842021Revenue 2022: $70,094Expenses 2022: $120,092Net Income 2022: -$49,9982022Revenue 2023: $59,079Expenses 2023: $118,189Net Income 2023: -$59,1102023Revenue 2024: $82,066Expenses 2024: $112,319Net Income 2024: -$30,2532024Revenue 2025: $201,245Expenses 2025: $115,516Net Income 2025: $85,7292025

Highlighted filing

2015

Revenue$144,024
Expenses$77,093
Net Income$66,931
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$15,888-$15,888
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHOCTAW NATION OF OKEDUCATIONAL7871DURANT, OK, US$14,524
Paid GrantJONES ACADEMY STUDENT FDEDUCATIONAL501C3DURANT, OK, US$14,524
Paid GrantST JOHNS EPISCOPAL CHURCHCHARITABLE501C3DURANT, OK, US$5,810
Paid GrantST STEPHENS EPISCOPAL CHURCHCHARITABLE501C3SHERMAN, TX, US$5,810
Paid GrantMORTON PLANT HOSPITAL FDCHARITABLE501C3BELLEAIR, FL, US$5,809
Paid GrantSOUTHEASTERN OK STATE UNEDUCATIONAL501C3DURANT, OK, US$5,809
Paid GrantWILSON N JONES MED CENTERCHARITABLE501C3SHERMAN, TX, US$5,809
Filing and Contact Details

Filer

Filer Name
Suman Mitchell Jones Charitable Tru
EIN
75-6613180
Phone
5734418276
Address
PO BOX 1867, COLUMBIA, MO 65205

Signing Officer

Name
Jo Mooney
Title
Trustee
Phone
5734418276
Signed
2015-08-21

Preparer

Firm
Baer & Edington LLC
Address
3005 CHINABERRY DR STE A, COLUMBIA, MO 65201-3721
Preparer
Whitney A-m Jackman Ea
Phone
5738752525
Raw XML Appendix321 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHOCTAW NATION OF OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JONES ACADEMY STUDENT FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MORTON PLANT HOSPITAL FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SOUTHEASTERN OK STATE UN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST JOHNS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST STEPHENS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WILSON N JONES MED CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt07871
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21200 DRUID RD S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31405 N 4TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4515 W BEECH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5401 S CROCKETT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 388
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PMB 4187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DURANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BELLEAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DURANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DURANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SHERMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SHERMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0747021210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2337561926
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3747013330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4747014335
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5750907171
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675091
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058095
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/AppliedToYear1Amt058095
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092703
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058095
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt092703
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt058095
OtherDecreasesSchedule/OtherDecreasesDetail/Amt030
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1615
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAYMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AGENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0810
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL DISTRIBUTION
TaxesSchedule/TaxesDetail/Amt0438
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0438
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JO MOONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05734418276
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMAN MITCHELL JONES CHARITABLE TRU
ReturnHeader/Filer/BusinessNameControlTxt0SUMA
ReturnHeader/Filer/EIN0756613180
ReturnHeader/Filer/PhoneNum05734418276
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1867
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431723158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAER & EDINGTON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03005 CHINABERRY DR STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0652013721
ReturnHeader/PreparerPersonGrp/PhoneNum05738752525
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WHITNEY A-M JACKMAN EA
ReturnHeader/ReturnTs02015-08-28T10:06:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,679,179
Liabilities
$0
Net assets
$1,679,179
Revenue
$144,024
Expenses
$77,093
Net income
$66,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.20$0.12$0.09
2024Summary only. Only limited summary data is available for this year.$1.63$0.00$0.08$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.06$0.12$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.07$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.20$0.10$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.11$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.17$0.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.00$0.11$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.14$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.15$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.06
2012Summary only. Only limited summary data is available for this year.$1.62$0.00$0.04$0.07$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11
Peer Organizations

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