Nonprofit · EIN 01-0558182
JCPE INVESTMENTS N F P
Tax-exempt · PEORIA, IL 61615
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $2,979,418 | $992,869 | $1,986,549 | $73,791,941 | $570,000 | $73,221,941 |
| March 31, 2024 | 990 | $1,051,742 | $895,409 | $156,333 | $71,949,113 | $0 | $71,949,113 |
| March 31, 2023 | 990 | $1,298,486 | $855,234 | $443,252 | $63,149,437 | $0 | $63,149,437 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $2,979,418
- Net gain from sales of assets
- $1,252,826
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $851,601
Balance sheet and other
- Total assets, start of year
- $71,949,113
- Total assets, end of year
- $73,791,941
- Total liabilities, end of year
- $570,000
- Net assets, end of year
- $73,221,941
- Land, buildings and equipment
- $15,694,217
- Publicly traded securities
- $57,199,100
- Net assets without donor restrictions
- $73,221,941
- Gross receipts
- $5,061,207
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2001
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONNA J MALONE | PRES/SEC/ASST TREASURER Officer | 2 | $0 | $257,504 | $36,957 |
| ALISE GROMALA | TREASURER/ASST SEC Officer | 2 | $0 | $97,188 | $8,784 |
| J ANDREW P STONE | CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET A STONE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARLYN R RUBASH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN RUBASH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN B WAHLFELD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HARRY C STONE MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONNA J MALONE | PRES/SEC/ASST TREASURER Officer | 2 | $0 | $249,726 | $37,532 |
| ALISE GROMALA | TREASURER/ASST SEC Officer | 2 | $0 | $92,866 | $8,844 |
| J ANDREW P STONE | CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET A STONE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARLYN R RUBASH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN RUBASH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN B WAHLFELD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HARRY C STONE MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONNA J MALONE | PRES/SEC/ASST TREASURER Officer | 2 | $0 | $247,954 | $37,613 |
| ALISE GROMALA | TREASURER/ASST SEC Officer | 2 | $0 | $88,312 | $8,612 |
| HARRY C STONE MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARLYN R RUBASH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN B WAHLFELD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW P STONE | CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET A STONE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN RUBASH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2724 W RESERVOIR BLVD, PEORIA, IL 61615-4137
- In care of
- % JOHN G SAHN
- Principal officer (990 for 2024)
- DONNA J MALONE, 2724 W RESERVOIR BLVD, PEORIA, IL 61615
- Signed the 990
- DONNA J MALONE, PRESIDENT
- Phone
- (309) 685-6580
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO HOLD AND MANAGE THE INVESTMENTS AND FIXED ASSETS OF JOHN C. PROCTOR ENDOWMENT.
Program accomplishments
- JCPE INVESTMENTS HOLDS AND MANAGES THE INVESTMENTS AND FIXED ASSETS OF THE JOHN C. PROCTOR ENDOWMENT.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0558182
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S47)
- Assets (IRS master file)
- $73,791,941
- Income (IRS master file)
- $5,061,207
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $2,979,418 | $992,869 | $73,791,941 | XML |
| 990 | March 2024 | $1,051,742 | $895,409 | $71,949,113 | XML |
| 990 | March 2023 | $1,298,486 | $855,234 | $63,149,437 | XML |
| 990 | March 2022 | $2,432,842 | $879,029 | $68,189,390 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0558182).
Questions about JCPE INVESTMENTS N F P
- What is the EIN of JCPE INVESTMENTS N F P?
- The employer identification number (EIN) of JCPE INVESTMENTS N F P is 01-0558182.
- Is JCPE INVESTMENTS N F P tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 2002.
- Are donations to JCPE INVESTMENTS N F P tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JCPE INVESTMENTS N F P file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JCPE INVESTMENTS N F P due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JCPE INVESTMENTS N F P last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of JCPE INVESTMENTS N F P?
- The 990 for the year ended March 31, 2025 names DONNA J MALONE.
- Who are the officers and directors of JCPE INVESTMENTS N F P?
- The 990 for the year ended March 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does JCPE INVESTMENTS N F P have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $2,979,418, expenses of $992,869 and total assets of $73,791,941 at year end.
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- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS EIN 37-6135090 · last filed 990 for 2025
- DOWNTOWN DEVELOPMENT CORPORATION OF PEORIA EIN 46-4486780 · last filed 990 for 2025
- SID P RUCKRIEGEL & ANDREW A RAND CHARITABLE FOUNDATION INC EIN 87-1344781 · last filed 990-PF for 2025
- PEORIA RIVERFRONT ASSOCIATION EIN 36-4157912 · last filed 990-EZ for 2025
- JUNIOR LEAGUE OF PEORIA INC EIN 37-6032315 · last filed 990 for 2025
All nonprofits in PEORIA · Illinois · Community improvement and capacity building