Civic Intelligence

Edna B Stimson Trust

990EZ • Fiscal year 2023 • EIN 35-6019766

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization ProfileN/A
PO Box 540Terre Haute, IN 47808-0540

(812) 238-6257

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$1,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

163%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$112,271

Up $10,677 (+11%) from 2022

Net Assets

Up

$112,271

Up $10,677 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$8,461

Up $5,245 (+163%) from 2022

Expenses

Up

$3,869

Up $915 (+31%) from 2022

Net Income

Up

$4,592

Up $4,330 (+1653%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2023

Assets$112,271
Liabilities$0
Net Assets$112,271
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$8,461
Expenses$3,869
Net Income$4,592
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Gross Receipts
$18,389
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.$1,971$1,971
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
First Financial Bank NATrustee-$1,500-$1,500
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
2024-05-09
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: 286. Description: Dividends. Amount: 2,662. Total Included on Form 990-EZ, line 4: 2,948.”

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

“Activity Classification: . Grantee Name: Rose Ladies Aid Society. Amount Given: 493.”

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

“Activity Classification: . Grantee Name: Union Hospital Foundation. Amount Given: 1,478. Total included on Form 990-EZ, line 10: 1,971.”

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

“Description: Foreign Tax Withheld. Amount: 23.”

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

“Description: Net Unrealized Gains and Losses on Investments. Amount: 6,085.”

Raw XML Appendix161 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08122386257
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0One First Financial Plaza
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Terre Haute
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0478073226
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt018389
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0First Financial Bank NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt06085
IRS990EZ/OtherExpensesTotalAmt023
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/GrantsAndAllocationsAmt01971
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01971
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt015441
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt08461
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
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0493
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11478
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Rose Ladies Aid Society
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Union Hospital
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01971
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 286. Description: Dividends. Amount: 2,662. Total Included on Form 990-EZ, line 4: 2,948.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Rose Ladies Aid Society. Amount Given: 493.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: . Grantee Name: Union Hospital Foundation. Amount Given: 1,478. Total included on Form 990-EZ, line 10: 1,971.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Foreign Tax Withheld. Amount: 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Net Unrealized Gains and Losses on Investments. Amount: 6,085.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0First Financial Bank NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08122386257
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
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/ReturnTs02024-05-13T10:23:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0First
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Financial Bank NA
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,271
Liabilities
$0
Net assets
$112,271
Revenue
$8,461
Expenses
$3,869
Net income
$4,592
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