Civic Intelligence

Edna B Stimson Trust

EIN 35-6019766 • 501(c)3 • Terre Haute, IN

Profile

The Trust distributes its net income to exempt organizations named in the Trust document.

PO Box 540Terre Haute, IN 47808-0540

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$1,512

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

6.5%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-23%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$119,529

Up $7,258 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$119,529

Up $7,258 (+6.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin84th percentile

Revenue

Down

$6,497

Down $1,964 (-23%) from 2023

Expenses

Up

$4,243

Up $374 (+9.7%) from 2023

Net Income

Down

$2,254

Down $2,338 (-51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$150K$100K$50K$0Assets 2020: $115,022Liabilities 2020: $0Net Assets 2020: $115,0222020Assets 2021: $122,041Liabilities 2021: $0Net Assets 2021: $122,0412021Assets 2022: $101,594Liabilities 2022: $0Net Assets 2022: $101,5942022Assets 2023: $112,271Liabilities 2023: $0Net Assets 2023: $112,2712023Assets 2024: $119,529Liabilities 2024: $0Net Assets 2024: $119,5292024

Highlighted filing

2024

Assets$119,529
Liabilities$0
Net Assets$119,529
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$10K$5.0K$0-$5.0KRevenue 2020: $3,415Expenses 2020: $3,490Net Income 2020: -$752020Revenue 2021: $4,751Expenses 2021: $3,142Net Income 2021: $1,6092021Revenue 2022: $3,216Expenses 2022: $2,954Net Income 2022: $2622022Revenue 2023: $8,461Expenses 2023: $3,869Net Income 2023: $4,5922023Revenue 2024: $6,497Expenses 2024: $4,243Net Income 2024: $2,2542024

Highlighted filing

2024

Revenue$6,497
Expenses$4,243
Net Income$2,254
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$119,529
Liabilities
$0
Net assets
$119,529
Revenue
$6,497
Expenses
$4,243
Net income
$2,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.06$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08$0.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.03$0.03$0.00
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
$13,085
Mission and Program Overview

Mission

The Trust distributes its net income to exempt organizations named in the Trust document.

Program Services

DescriptionGrantsExpenses
The Trust's net income is paid annually to Union Hospital and Rose Ladies Aid Society to carry on the purposes for which they were established.$2,327$2,327
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
First Financial Bank NATrustee-$1,512-$1,512
Filing and Contact Details

Filer

Filer Name
Edna B Stimson Trust
EIN
35-6019766
Phone
8122386257
Address
PO Box 540, Terre Haute, IN 47808-0540

Signing Officer

Name
First Financial Bank NA
Title
Trustee
Phone
8122386257
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Ave, Terre Haute, IN 47807
Preparer
Eleanor M Caldwell CPA
Phone
8122329492
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest. Amount: 272. Description: Dividends. Amount: 3,041. Total Included on Form 990-EZ, line 4: 3,313.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: . Grantee Name: Rose Ladies Aid Society. Amount Given: 582.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: . Grantee Name: Union Hospital Foundation. Amount Given: 1,745. Total included on Form 990-EZ, line 10: 2,327.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Foreign Tax Withheld. Amount: 24.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: Net Unrealized Gains and Losses on Investments. Amount: 5,004.”

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0First Financial Bank NA
IRS990EZ/BooksInCareOfDetail/PhoneNum08122386257
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0One First Financial Plaza
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Terre Haute
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0478073226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112271
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119529
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06588
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02254
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0380
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0112271
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119529
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03184
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02327
IRS990EZ/GrossReceiptsAmt013085
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03313
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119529
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112271
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119529
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0First Financial Bank NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt05004
IRS990EZ/OtherExpensesTotalAmt024
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Trust distributes its net income to exempt organizations named in the Trust document.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Trust's net income is paid annually to Union Hospital and Rose Ladies Aid Society to carry on the purposes for which they were established.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02327
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02327
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt01512
IRS990EZ/SaleOfAssetsGrossAmt09772
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04243
IRS990EZ/TotalProgramServiceExpensesAmt02327
IRS990EZ/TotalRevenueAmt06497
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0As Trustee of the Edna B. Stimson Trust, First Financial Bank, N.A. has maintained a continuous working relationship with Union Hospital and Rose Ladies Aid Society for over 66 years.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust was created in 1957 and has not received any grant, contribution, bequest, or other transfer on or after such date. The Trust is required by its governing instrument to distribute all of its net income currently to Union Hospital and Rose Ladies Aid Society. The Trustee does not have discretion to vary either the supported organizations or the amounts payable to the supported organizations. The Trustee is not a disqualified person within the meaning of Section 4946(a) (other than Foundation Managers under Section 4946(a)(1)(B)) with respect to the Trust if such Trust were treated as a private foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Line 1 - Explain How Integral Part Test Satisfied
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350911948
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1350876396
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0582
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11745
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Rose Ladies Aid Society
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Union Hospital
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02327
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 272. Description: Dividends. Amount: 3,041. Total Included on Form 990-EZ, line 4: 3,313.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Rose Ladies Aid Society. Amount Given: 582.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: . Grantee Name: Union Hospital Foundation. Amount Given: 1,745. Total included on Form 990-EZ, line 10: 2,327.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Foreign Tax Withheld. Amount: 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Net Unrealized Gains and Losses on Investments. Amount: 5,004.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0First Financial Bank NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08122386257
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edna B Stimson Trust
ReturnHeader/Filer/BusinessNameControlTxt0EDNA
ReturnHeader/Filer/EIN0356019766
ReturnHeader/Filer/PhoneNum08122386257
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 540
ReturnHeader/Filer/USAddress/CityNm0Terre Haute
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0478080540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351327464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SACKRIDER & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01925 Wabash Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Terre Haute
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047807
ReturnHeader/PreparerPersonGrp/PhoneNum08122329492
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eleanor M Caldwell CPA
ReturnHeader/ReturnTs02025-05-12T15:15:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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