Civic Intelligence

Edith J Watts Charitable Trust

EIN 84-6899987 • 4947(a)1 • Rockford, IL

Profile

Provide ongoing regular visitation to residents of long-term care facilities in boone county, illinois, and for home-bound individuals who do not receive such visitors.

6838 E State Street Suite 2Rockford, IL 61108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

65th percentile

18%

Higher net margin than 65% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

1.1%

Faster asset growth than 70% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$182,765

Up $2,052 (+1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$182,765

Up $2,052 (+1.1%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin65th percentile

Revenue

Up

$10,830

Up $11,111 (+3954%) from 2023

Expenses

Up

$8,874

Up $621 (+7.5%) from 2023

Net Income

Up

$1,956

Up $10,490 (+123%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2020: $185,895Liabilities 2020: $0Net Assets 2020: $185,8952020Assets 2021: $195,228Liabilities 2021: $0Net Assets 2021: $195,2282021Assets 2022: $189,323Liabilities 2022: $0Net Assets 2022: $189,3232022Assets 2023: $180,713Liabilities 2023: $0Net Assets 2023: $180,7132023Assets 2024: $182,765Liabilities 2024: $0Net Assets 2024: $182,7652024

Highlighted filing

2024

Assets$182,765
Liabilities$0
Net Assets$182,765
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2020: $187,996Expenses 2020: $2,093Net Income 2020: $185,9032020Revenue 2021: $13,829Expenses 2021: $4,410Net Income 2021: $9,4192021Revenue 2022: $3,305Expenses 2022: $9,079Net Income 2022: -$5,7742022Revenue 2023: -$281Expenses 2023: $8,253Net Income 2023: -$8,5342023Revenue 2024: $10,830Expenses 2024: $8,874Net Income 2024: $1,9562024

Highlighted filing

2024

Revenue$10,830
Expenses$8,874
Net Income$1,956
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$182,765
Liabilities
$0
Net assets
$182,765
Revenue
$10,830
Expenses
$8,874
Net income
$1,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.11$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.00$0.08$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.03$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.14$0.04$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.88$0.02$1.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$77,551
Mission and Program Overview

Mission

Provide ongoing regular visitation to residents of long-term care facilities in boone county, illinois, and for home-bound individuals who do not receive such visitors.

Program Services

DescriptionGrantsExpenses
`FUNDS TO LONG-TERM CARE FACILITIES$5,043$5,043
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Governance and Compliance

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“NONE”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“No meetings were necessary”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“No meetings were necessary”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Reviewed by officers with trustee”

Form 990, Page 6, Part VI, Line 18

“Request from trustee midland states bank”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“Midland states bank, 5 hours/month”

Filing and Contact Details

Filer

Filer Name
Edith J Watts Charitable Trust
EIN
84-6899987
Phone
8152312481
Address
6838 E STATE STREET SUITE 2, ROCKFORD, IL 61108

Signing Officer

Name
Kristin Stupples
Title
Vice President
Phone
8152312481
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adjustment ($8)”

Form 990-EZ, Part I, Line 10

“Boone County Council On Aging 2141 Henry Luckow Lane Belvidere IL 61008 5043 0 0 0 0 0 0 0 0”

Form 990-EZ, Part I, Line 16

“Tax Preparation Fee (non-allocable) 300 State Income Taxes - Principal 15 Foreign Taxes on Qualified Foreign 12 Foreign Taxes on Nonqualified Forei 4”

Form 990-EZ, Part I, Line 20

“Net Mutual Fund Timing Adjustment 93 ROUNDING 3”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIDLAND STATES BANK
IRS990EZ/BooksInCareOfDetail/PhoneNum08152312481
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06838 E STATE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0180713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0182765
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt066721
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01956
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0180713
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0182765
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04093
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05043
IRS990EZ/GrossReceiptsAmt077551
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06737
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0180713
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0182765
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0180713
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0182765
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0MIDLAND STATES BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt096
IRS990EZ/OtherExpensesTotalAmt0331
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ONGOING REGULAR VISITATION TO RESIDENTS OF LONG-TERM CARE FACILITIES IN BOONE COUNTY, ILLINOIS, AND FOR HOME-BOUND INDIVIDUALS WHO DO NOT RECEIVE SUCH VISITORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0`FUNDS TO LONG-TERM CARE FACILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05043
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03500
IRS990EZ/SaleOfAssetsGrossAmt070814
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08874
IRS990EZ/TotalProgramServiceExpensesAmt05043
IRS990EZ/TotalRevenueAmt010830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0182585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0182585
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0182585
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0182585
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0182585
IRS990ScheduleA/TotalSupportAmt0182585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO MEETINGS WERE NECESSARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO MEETINGS WERE NECESSARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY OFFICERS WITH TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REQUEST FROM TRUSTEE MIDLAND STATES BANK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MIDLAND STATES BANK, 5 HOURS/MONTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MUTUAL FUND TIMING ADJUSTMENT ($8)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Boone County Council On Aging 2141 Henry Luckow Lane Belvidere IL 61008 5043 0 0 0 0 0 0 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Tax Preparation Fee (non-allocable) 300 State Income Taxes - Principal 15 Foreign Taxes on Qualified Foreign 12 Foreign Taxes on Nonqualified Forei 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Net Mutual Fund Timing Adjustment 93 ROUNDING 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN STUPPLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08152312481
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDITH J WATTS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WATT
ReturnHeader/Filer/EIN0846899987
ReturnHeader/Filer/PhoneNum08152312481
ReturnHeader/Filer/USAddress/AddressLine1Txt06838 E STATE STREET SUITE 2
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02025-05-08T10:01:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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