Civic Intelligence

John J Barton Charitable Tr

990PF • Fiscal year 2020 • EIN 85-6172640

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 20, 2021

Organization Profile
6838 E State Street Suite 2Rockford, IL 61108

(815) 231-2710

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$7,457

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

$910,334

No earlier filing loaded for comparison.

Net Assets

$910,334

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin98th percentile

Revenue

$968,363

No earlier filing loaded for comparison.

Expenses

$31,969

No earlier filing loaded for comparison.

Net Income

$936,394

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2020: $910,334Liabilities 2020: $1Net Assets 2020: $910,3342020Assets 2021: $1,000,721Liabilities 2021: $0Net Assets 2021: $1,000,7212021Assets 2022: $1,021,404Liabilities 2022: $0Net Assets 2022: $1,021,4042022Assets 2023: $1,026,037Liabilities 2023: $0Net Assets 2023: $1,026,0372023Assets 2024: $1,009,028Liabilities 2024: $0Net Assets 2024: $1,009,0282024

Highlighted filing

2020

Assets$910,334
Liabilities$1
Net Assets$910,334
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2020: $968,363Expenses 2020: $31,969Net Income 2020: $936,3942020Revenue 2021: $160,374Expenses 2021: $69,987Net Income 2021: $90,3872021Revenue 2022: $53,758Expenses 2022: $33,075Net Income 2022: $20,6832022Revenue 2023: $62,645Expenses 2023: $58,012Net Income 2023: $4,6332023Revenue 2024: $46,008Expenses 2024: $63,017Net Income 2024: -$17,0092024

Highlighted filing

2020

Revenue$968,363
Expenses$31,969
Net Income$936,394
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 20, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,457-$7,457
Filing and Contact Details

Filer

Filer Name
John J Barton Charitable Trust
EIN
85-6172640
Phone
8152312710
Address
6838 E STATE STREET SUITE 2, ROCKFORD, IL 61108

Signing Officer

Name
Midland States Bank
Title
Trustee
Phone
8152312710
Signed
2021-08-20

Preparer

Firm
Benning Group LLC
Address
6815 WEAVER RD STE 300, ROCKFORD, IL 61114-8060
Preparer
Curtis D Kleckler
Phone
8153162375
Raw XML Appendix252 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0215840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1603495
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUITIES - MUTUAL FUNDS
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IRS990PF/ApplicationPendingInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1310640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01544
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt026060
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0936394
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0910334
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029354
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029354
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029354
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt030007
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0653
IRS990PF/DistributableAmountGrp/TotalTaxAmt0653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0334
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0334
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0890668
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013879
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030007
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0911405
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08152312710
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06163
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06838 E STATE ST
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IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-05-05
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0874
TaxesSchedule/TaxesDetail/Amt0238
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDLAND STATES BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08152312710
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN J BARTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0856172640
ReturnHeader/Filer/PhoneNum08152312710
ReturnHeader/Filer/USAddress/AddressLine1Txt06838 E STATE STREET SUITE 2
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300003878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENNING GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06815 WEAVER RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0611148060
ReturnHeader/PreparerPersonGrp/PhoneNum08153162375
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS D KLECKLER
ReturnHeader/ReturnTs02021-08-20T09:16:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FONG
ReturnHeader/TaxPeriodBeginDt02020-05-05
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$910,334
Liabilities
$1
Net assets
$910,334
Revenue
$968,363
Expenses
$31,969
Net income
$936,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.06$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.06$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.03$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.16$0.07$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.97$0.03$0.94