Civic Intelligence

Mary J Brummer Trust

990 • Fiscal year 2024 • EIN 20-7016175

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 16, 2025

Organization ProfileN/A
100 W Washington StreetNewton, IL 62448

(618) 783-2321

Siviq Scores

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

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.10x

Higher debt load relative to revenue than 40% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$12,860

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

48th percentile

4.2%

Faster asset growth than 48% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

546%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,677,356

Up $108,658 (+4.2%) from 2023

Net Assets

Up

$2,651,988

Up $110,468 (+4.3%) from 2023

Liabilities

Down

$25,368

Down $1,810 (-6.7%) from 2023

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin92nd percentile

Revenue

Up

$242,586

Up $205,011 (+546%) from 2023

Expenses

Up

$100,706

Up $12,571 (+14%) from 2023

Net Income

Up

$141,880

Up $192,440 (+381%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,801,472Liabilities 2011: $0Net Assets 2011: $1,801,4722011Assets 2012: $1,940,495Liabilities 2012: $0Net Assets 2012: $1,940,4952012Assets 2013: $2,092,588Liabilities 2013: $0Net Assets 2013: $2,092,5882013Assets 2014: $2,140,351Liabilities 2014: $0Net Assets 2014: $2,140,3512014Assets 2015: $2,063,628Liabilities 2015: $0Net Assets 2015: $2,063,6282015Assets 2016: $2,169,080Liabilities 2016: $0Net Assets 2016: $2,169,0802016Assets 2017: $2,378,627Liabilities 2017: $0Net Assets 2017: $2,378,6272017Assets 2018: $2,204,879Liabilities 2018: $0Net Assets 2018: $2,204,8792018Assets 2019: $2,499,113Liabilities 2019: $0Net Assets 2019: $2,499,1132019Assets 2020: $2,635,992Liabilities 2020: $0Net Assets 2020: $2,635,9922020Assets 2021: $2,818,945Liabilities 2021: $0Net Assets 2021: $2,818,9452021Assets 2022: $2,424,272Liabilities 2022: $0Net Assets 2022: $2,424,2722022Assets 2023: $2,568,698Liabilities 2023: $27,178Net Assets 2023: $2,541,5202023Assets 2024: $2,677,356Liabilities 2024: $25,368Net Assets 2024: $2,651,9882024

Highlighted filing

2024

Assets$2,677,356
Liabilities$25,368
Net Assets$2,651,988
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $77,0132011Expenses 2012: $74,7262012Revenue 2013: $79,429Expenses 2013: $65,286Net Income 2013: $14,1432013Revenue 2014: $125,041Expenses 2014: $76,366Net Income 2014: $48,6752014Revenue 2015: $103,725Expenses 2015: $73,641Net Income 2015: $30,0842015Revenue 2016: $85,807Expenses 2016: $68,863Net Income 2016: $16,9442016Revenue 2017: $124,851Expenses 2017: $73,084Net Income 2017: $51,7672017Revenue 2018: $128,078Expenses 2018: $81,721Net Income 2018: $46,3572018Revenue 2019: $104,522Expenses 2019: $81,694Net Income 2019: $22,8282019Revenue 2020: $104,623Expenses 2020: $79,289Net Income 2020: $25,3342020Revenue 2021: $145,498Expenses 2021: $78,443Net Income 2021: $67,0552021Revenue 2022: $105,366Expenses 2022: $85,171Net Income 2022: $20,1952022Revenue 2023: $37,575Expenses 2023: $88,135Net Income 2023: -$50,5602023Revenue 2024: $242,586Expenses 2024: $100,706Net Income 2024: $141,8802024

Highlighted filing

2024

Revenue$242,586
Expenses$100,706
Net Income$141,880
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 16, 2025
Return Version
2024v5.0
Gross Receipts
$5,655,644
Mission and Program Overview

Mission

The Mary J. Brummer Trust U/A 8/26/05 d/b/a Mearl and Laura Kinsel, Leo and Mary Brummer Memorial Trust was established under the Declaration of Trust of Mary J. Brummer dated August 26, 2005. It became operative upon the death of Mary J. Brummer on August 1, 2006. The sole purpose of the Mearl and Laura Kinsel, Leo and Mary Brummer Memorial Trust is to provide income to St. Thomas the Apostle Roman Catholic Church of Newton, Illinois, to be expended for the benefit of the individual parish.

The sole purpose of the mearl and laura kinsel, leo and mary brummer memorial trust is to provide income to st. Thomas the apostle roman catholic church of newton, illinois, to be expended for the benefit of the individual parish.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,541,520$2,651,988▲ $110,468
Investments in Publicly Traded Securities$2,361,090$2,215,640▼ $145,450
Cash and Non-Interest-Bearing Accounts$207,534$461,716▲ $254,182
Total Assets$2,568,698$2,677,356▲ $108,658
Other Assets Total$74--
Liabilities
Grants Payable$24,110$22,073▼ $2,037
Other Liabilities$3,068$3,295▲ $227
Total Liabilities$27,178$25,368▼ $1,810
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,541,520$2,651,988▲ $110,468
Total Liabilities and Net Assets / Fund Balance$2,568,698$2,677,356▲ $108,658
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-Trust OfficePT$12,860$12,860
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$242,586
Other Revenue
$0
Change in Net Assets
$141,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,907
Salaries, Compensation, and Employee Benefits$12,860
Other Expenses$10,939
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,907--$76,907
Current Officers, Directors, Trustees, and Key Employees-$12,860-$12,860
Fees for Service Investment Mgmnt Fees-$6,500-$6,500
Fees for Services Accounting-$3,850-$3,850
Other Expenses-$15-$15
Total Functional Expenses$76,907$23,799$0$100,706
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Thomas the Apostle ChurchNewton, IL501(c)Religious & Educatio$76,907
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment Fee 4th Qtr$3,295
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The trustee of the organization compiles the information necessary to complete form 990 and then reviews the completed form 990 with the preparer.”

Form 990, Page 6, Part VI, Line 12C

“The trustee of the organization monitors and enforces compliance with the policy through internal and external audits of the institutional trust department and through institutional trust department committee meetings.”

Form 990, Page 6, Part VI, Line 15A

“The compensation of the trustee is reviewed and approved by the trust committee of the institutional trust department. The trust department has both internal and external audits, which include a review of compensation of the trustee.”

Form 990, Page 6, Part VI, Line 15B

“Same as response to part vi, line 15a”

Form 990, Page 6, Part VI, Line 19

“The trustee makes the governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Mary J Brummer Trust
EIN
20-7016175
Phone
6187832321
Address
100 W WASHINGTON STREET, NEWTON, IL 62448

Signing Officer

Name
Peoples State Bank
Title
Trust Officer
Phone
6187832321
Signed
2025-07-16
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Weber & Company Inc
Address
604 W JOURDAN ST, NEWTON, IL 62448
Preparer
Valerie Hermann
Phone
6187833447
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mary j. Brummer trust u/a 8/26/05 d/b/a mearl and laura kinsel, leo and mary brummer memorial trust was established under the declaration of trust of mary j. Brummer dated august 26, 2005. It became operative upon the death of mary j. Brummer on august 1, 2006. The sole purpose of the mearl and laura kinsel, leo and mary brummer memorial trust is to provide income to st. Thomas the apostle roman catholic church of newton, illinois, to be expended for the benefit of the individual parish.”

Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ST. THOMAS THE APOSTLE CHURCH MET BOTH THE "ATTENTIVENESS" TEST AND "RESPONSIVENESS" TEST FOR THE TAX YEAR. THE "ATTENTIVENESS" TEST WAS MET IN THAT THE AMOUNT OF SUPPORT RECEIVED FROM THE TRUST IS NECESSARY TO AVOID THE INTERRUPTION OF RELIGIOUS AND EDUCATIONAL ACTIVITIES CONDUCTED BY THE CHURCH. THE "RESPONSIVENESS" TEST WAS MET IN THAT THE TRUSTEE OF THE TRUST AND THE CHURCH HAVE AN "ADEQUATE RELATIONSHIP" IN THAT THEY MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP BY MEETING AT LEAST ANNUALLY TO REVIEW PROPOSED CASH DISTRIBUTIONS AND TO DISCUSS THE CHURCH'S PROPOSED USE OF THE CASH DISTRIBUTIONS, AND STATEMENTS ARE PROVIDED TO THE CHURCH QUARTERLY, AND BECAUSE OF THIS RELATIONSHIP, THE CHURCH HAS A "SIGNIFICANT VOICE" IN THE TRUST'S INVESTMENT POLICIES, TIMING OF GRANTS, AND THE MANNER OF MAKING GRANTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION MET THE REASONABLE CAUSE EXCEPTION IN THAT THE REMAINING UNDER-DISTRIBUTIONS WERE DUE TO AN INCORRECT VALUATION OF ASSETS AND/OR CLERICAL ERROR WAS NOT DUE TO WILLFUL NEGLECT; AND THE DISTRIBUTION REQUIREMENT WAS MET WITHIN 180 DAYS AFTER THE ORGANIZATION DISCOVERED THE INCORRECT VALUATION AND/OR CLERICAL ERROR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION E, LINE 6
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02510649
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0291772
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0162973
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02353191
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02347676
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt039674
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt037660
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02605289
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02472989
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt091185
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt086555
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02644963
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02510649
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt091185
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt086555
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt076907
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ST THOMAS THE APOSTLE CHURCH
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt076907
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03295
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENT FEE 4TH QTR
IRS990ScheduleD/TotalLiabilityAmt03295
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt076907
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RELIGIOUS & EDUCATIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST THOMAS THE APOSTLE CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0370661133
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0402 W JOURDAN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd062448
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE OF THE ORGANIZATION MEETS WITH THE TRUSTEES OF ST. THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH AT LEAST ANNUALLY TO REVIEW PROPOSED CASH DISTRIBUTIONS TO THE CHURCH AND TO DISCUSS THE CHURCH'S PROPOSED USE OF CASH DISTRIBUTIONS. THE TRUSTEE PROVIDES THE CHURCH QUARTERLY STATEMENTS AND THE TRUST COMMITTEE MEETS QUARTERLY TO REVIEW TRUST BUSINESS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MARY J. BRUMMER TRUST U/A 8/26/05 D/B/A MEARL AND LAURA KINSEL, LEO AND MARY BRUMMER MEMORIAL TRUST WAS ESTABLISHED UNDER THE DECLARATION OF TRUST OF MARY J. BRUMMER DATED AUGUST 26, 2005. IT BECAME OPERATIVE UPON THE DEATH OF MARY J. BRUMMER ON AUGUST 1, 2006. THE SOLE PURPOSE OF THE MEARL AND LAURA KINSEL, LEO AND MARY BRUMMER MEMORIAL TRUST IS TO PROVIDE INCOME TO ST. THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH OF NEWTON, ILLINOIS, TO BE EXPENDED FOR THE BENEFIT OF THE INDIVIDUAL PARISH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE OF THE ORGANIZATION COMPILES THE INFORMATION NECESSARY TO COMPLETE FORM 990 AND THEN REVIEWS THE COMPLETED FORM 990 WITH THE PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE OF THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH INTERNAL AND EXTERNAL AUDITS OF THE INSTITUTIONAL TRUST DEPARTMENT AND THROUGH INSTITUTIONAL TRUST DEPARTMENT COMMITTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE TRUSTEE IS REVIEWED AND APPROVED BY THE TRUST COMMITTEE OF THE INSTITUTIONAL TRUST DEPARTMENT. THE TRUST DEPARTMENT HAS BOTH INTERNAL AND EXTERNAL AUDITS, WHICH INCLUDE A REVIEW OF COMPENSATION OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAME AS RESPONSE TO PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEE MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST THOMAS THE APOSTLE CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0370661133
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0402 W JOURDAN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEWTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd062448
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt076907
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076907
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100706
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027178
IRS990/TotalLiabilitiesEOYAmt025368
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IRS990/TotalLiabilitiesGrp/EOYAmt025368
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0242586
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEOPLES STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06187832321
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY J BRUMMER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0%MELISA GRIFFITH TRUST OFFICERPSB
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0207016175
ReturnHeader/Filer/PhoneNum06187832321
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 W WASHINGTON STREET

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,677,356
Liabilities
$25,368
Net assets
$2,651,988
Revenue
$242,586
Expenses
$100,706
Net income
$141,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.03$2.65$0.24$0.10$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.03$2.54$0.04$0.09$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.00$2.42$0.11$0.09$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.15$0.08$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.10$0.08$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.10$0.08$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.13$0.08$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.00$2.38$0.12$0.07$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.09$0.07$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.10$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.13$0.08$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.08$0.07$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$0.08