John Thompson Charitable Trust

990PF • Fiscal year 2023 • EIN 81-7079462

Jan 01, 2023 to Dec 31, 2023 • Filed on May 05, 2024

Organization Profile

PO Box 147Sioux City, IA 51102-0147

(712) 277-6586

Siviq Scores

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

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

-179%

Higher net margin than 5% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

-7.1%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

19%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets40th percentile

Assets

Down

$855,973

Down $65,748 (-7.1%) from 2022

Net Assets

Down

$855,973

Down $65,748 (-7.1%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue40th percentile Net Margin5th percentile

Revenue

$36,054

Up $5,725 (+19%) from 2022

Expenses

Down

$100,663

Down $12,349 (-11%) from 2022

Net Income

-$64,609

Up $18,074 (+22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2023

Assets$855,973

Liabilities$0

Net Assets$855,973

Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

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

Highlighted filing

2023

Revenue$36,054

Expenses$100,663

Net Income-$64,609

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 5, 2024
Return Version: 2023v6.0

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: John Thompson Charitable Trust
EIN: 81-7079462
Phone: 7122776586
Address: PO BOX 147, SIOUX CITY, IA 51102-0147

Signing Officer

Name: Alice L Villone
Title: Trustee
Phone: 7122776586
Signed: 2024-05-05
Discuss with paid preparer: Yes

Preparer

Firm: Nichols Rise & Co LLP
Address: 302 Jones St Ste 320, Sioux City, IA 51101
Preparer: Lynette Meyer
Phone: 7122524309

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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/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	44485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	100000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	250000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	300000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	43898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	44485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	739413
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	90000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	100000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	250000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	299413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	90000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	739413
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	693898
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	90000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1254
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ADJUSTMENT OF TAX BASIS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	617
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	115
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt	0	311
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	311
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ALICE L VILLONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7122776586
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JOHN THOMPSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	JOHN
ReturnHeader/Filer/EIN	0	817079462
ReturnHeader/Filer/PhoneNum	0	7122776586
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 147
ReturnHeader/Filer/USAddress/CityNm	0	SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	511020147
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	420634266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Nichols Rise & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	302 Jones St Ste 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	51101
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7122524309
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Lynette Meyer
ReturnHeader/ReturnTs	0	2025-04-30T17:09:35-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $855,973
Liabilities: $0
Net assets: $855,973
Revenue: $36,054
Expenses: $100,663
Net income: -$64,609

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.84	$0.00	$0.84	$0.04	$0.06	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$0.86	$0.00	$0.86	$0.04	$0.10	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.03	$0.11	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.10	$0.26	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$1.17	$0.00	$1.17	$0.06	$0.31	$0.25