Civic Intelligence

The Meyer Charitable Foundation

990PF • Fiscal year 2022 • EIN 36-4152268

Jun 01, 2021 to May 31, 2022 • Filed on Apr 05, 2023

Organization Profile
100 West University Ave 401Champaign, IL 61820

(217) 378-4201

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

16th percentile

-22%

Higher net margin than 16% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.8%

Faster asset growth than 44% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-51%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$18,739,196

Down $335,668 (-1.8%) from 2021

Net Assets

Down

$18,739,196

Down $295,168 (-1.6%) from 2021

Liabilities

Down

$0

Down $40,500 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin16th percentile

Revenue

Down

$1,333,034

Down $1,375,313 (-51%) from 2021

Expenses

Up

$1,628,202

Up $33,041 (+2.1%) from 2021

Net Income

Down

-$295,168

Down $1,408,354 (-127%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$20M$15M$10M$5.0M$0Assets 2019: $18,161,496Liabilities 2019: $0Net Assets 2019: $18,161,4962019Assets 2020: $17,940,575Liabilities 2020: $19,397Net Assets 2020: $17,921,1782020Assets 2021: $19,074,864Liabilities 2021: $40,500Net Assets 2021: $19,034,3642021Assets 2022: $18,739,196Liabilities 2022: $0Net Assets 2022: $18,739,1962022Assets 2023: $18,310,471Liabilities 2023: $0Net Assets 2023: $18,310,4712023Assets 2024: $17,957,230Liabilities 2024: $0Net Assets 2024: $17,957,2302024

Highlighted filing

2022

Assets$18,739,196
Liabilities$0
Net Assets$18,739,196
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2019: $754,445Expenses 2019: $2,365,707Net Income 2019: -$1,611,2622019Revenue 2020: $1,411,870Expenses 2020: $1,652,188Net Income 2020: -$240,3182020Revenue 2021: $2,708,347Expenses 2021: $1,595,161Net Income 2021: $1,113,1862021Revenue 2022: $1,333,034Expenses 2022: $1,628,202Net Income 2022: -$295,1682022Revenue 2023: $1,001,148Expenses 2023: $1,429,873Net Income 2023: -$428,7252023Revenue 2024: $1,228,824Expenses 2024: $1,582,065Net Income 2024: -$353,2412024

Highlighted filing

2022

Revenue$1,333,034
Expenses$1,628,202
Net Income-$295,168
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 5, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUGUST C MEYER JRPresident/Treasurer/Director-$0--
KAREN H MEYERVice President/Secretary/Director-$0--
RONALD R HERMANNVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Meyer Charitable Foundation
EIN
36-4152268
Phone
2173784201
Address
100 WEST UNIVERSITY AVE 401, CHAMPAIGN, IL 61820

Signing Officer

Name
August C Meyer Jr
Title
President
Phone
2173784201
Signed
2023-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF PART VI-B, LINE 1D
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0MEYER CHARITABLE FOUNDATION2021 FORM 990-PFSTATEMENTPART VII-B, QUESTION 1C.IN MARCH 2019, THE MEYER CHARITABLE FOUNDATION (THE "FOUNDATION") BECAME AWARE THAT ONE OF ITS THEN-CURRENT DIRECTORS WAS ALLEGED TO HAVE IMPROPERLY CAUSED THE FOUNDATION TO MAKE THE FOLLOWING GRANTS:DATE GRANTEE AMOUNT5/31/2013 KEY WORLDWIDE FOUNDATION $100,0006/19/2013 KEY WORLDWIDE FOUNDATION $170,0007/2/2013 KEY WORLDWIDE FOUNDATION $5,00010/23/2017 UNIVERSITY OF SOUTHERN CALIFORNIA $50,0002/1/2018 KEY WORLDWIDE FOUNDATION $200,000TOTAL $525,000THE FOUNDATION HAS NOT CONCLUDED THAT THESE GRANTS OR THE FACTS SURROUNDING THE ALLEGATIONS CONSTITUTE SELF-DEALING WITHIN THE MEANING OF SECTION 4941(D)(1) OF THE INTERNAL REVENUE CODE (THE "CODE") AND THE TREASURY REGULATIONS THEREUNDER (THE "REGULATIONS"). HOWEVER, OUT OF AN ABUNDANCE OF CAUTION AND DESIRE TO PROTECT AGAINST EVEN THE APPEARANCE OF IMPROPRIETY, THE FOUNDATION HAS TAKEN THE FOLLOWING STEPS IN RESPONSE TO THE ALLEGATIONS:1. THE DIRECTOR INVOLVED RESIGNED AS BOTH AN OFFICER AND DIRECTOR OF THE FOUNDATION.2. THE SPOUSE OF SAID DIRECTOR (WHO ALSO WAS A DIRECTOR) RESIGNED AS BOTH AN OFFICER AND DIRECTOR OF THE FOUNDATION.3. THE DIRECTOR INVOLVED RESTORED $525,000 TO THE FOUNDATION ON APRIL 9, 2019 AND SUBSEQUENTLY PAID THE FOUNDATION $168,185 IN INTEREST TO COMPENSATE THE FOUNDATION FOR LOST INCOME ON THE AMOUNT INVOLVED FROM THE DATE OF EACH GRANT PAYMENT THROUGH OCTOBER 15, 2021 (THE "RESTORATION").4. THE FOUNDATION ENGAGED QUALIFIED LEGAL COUNSEL TO ADVISE THE FOUNDATION REGARDING ITS GOVERNANCE AND GRANT-MAKING PRACTICES AND ADOPTED THE RECOMMENDED PRACTICES.DESPITE NOT HAVING REACHED A CONCLUSION ON THE EXISTENCE OR ABSENCE OF SELF-DEALING, THE FOUNDATION HAS DETERMINED THAT IT IS PRUDENT TO TREAT THE RESTORATION AS A PROTECTIVE CORRECTION PURSUANT TO SECTION 4941(E)(3) OF THE CODE AND THE REGULATIONS THEREUNDER. THIS TREATMENT DOES NOT REFLECT A DETERMINATION BY THE FOUNDATION THAT SELF-DEALING HAS OCCURRED. RATHER, IT REFLECTS THE FOUNDATION'S DETERMINATION THAT SUCH TREATMENT MAY BE PRUDENT UNDER THE CIRCUMSTANCES, WHILE ALSO ACKNOWLEDGING THAT THE FACTS SURROUNDING THE PAYMENTS LISTED ABOVE AND ASSOCIATED ALLEGATIONS CONTINUE TO REQUIRE CLARIFICATION. THUS, ANY TAXABLE PERIOD (AS DEFINED IN SECTION 4941(E)(1) OF THE CODE AND REGULATIONS) WITH RESPECT TO THE PAYMENTS LISTED ABOVE WILL BE DEEMED TO HAVE CLOSED ON OCTOBER 15, 2021, WHEN THE RESTORATION "[UNDID] THE TRANSACTION TO THE EXTENT POSSIBLE, BUT IN ANY CASE [PLACED] THE PRIVATE FOUNDATION IN A FINANCIAL POSITION NOT WORSE THAN THAT IN WHICH IT WOULD [HAVE BEEN]" IF THE PAYMENTS HAD NOT BEEN MADE. I.R.C. SECTION 4941(E)(3).
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JOHNSON CONTROLS INTERNATIONAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NVENT ELECTRIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PENTAIR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LEIDOS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MASTERCARD INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LYONDELLBASELL INDUSTRIES NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CROWN CASTLE INTERNATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ELECTRONIC ARTS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63CONSOLIDATED EDISON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65AMERICAN CENTURY MID CAP VALUE FUND Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66CONGRESS MID CAP GROWTH FUND INSTITUTIONAL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LSV SMALL CAP VALUE FUND INSTITUTIONAL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68BLACKROCK ISHARES RUSSELL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VANGUARD SMALL CAP INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70DFA LARGE CAP INTERNATIONAL PORTFOLIO INSTSL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71FIDELITY INVESTMENTS TOTAL INTERNATIONAL INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72GMO INTERNATIONAL DEVELOPED EQUITY ALLOCATION FUND CLASS III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VIRTUS KAR INTERNATIONAL SMALL-CAP FUND CLASS R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74BROOKFIELD INVESTMENT FUNDS GLOBAL LISTED REAL ESTATE FUND CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75AQR TM EMERGING MULTI-STYLE FUND CLASS R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77FIDELITY EMERGING MARKETS INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78WILLIAM BLAIR EMERGING MKTS SMALL CAP GROWTH CL R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND INSTITUTIONAL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81CALAMOS MARKET NEUTRAL INCOME FUND INSTITUTIONAL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82GMO SGM MAJOR MARKETS FUND CLASS III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84CONSTELLATION ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85EMBECTA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PARAMOUNT GLOBAL
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0842964
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0490070
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01333034
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01333034
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011539
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011540
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt023079
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0490070
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01346000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01346000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0842964
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0842964
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-295168
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01302188
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06126
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06126
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0490070
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01221144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt097501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt097501
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02849
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0155496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01363665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0111890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01628202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01333034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01333034
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0111890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0282202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0812118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt038032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1452038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt038032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1452038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0850150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1452038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0490070
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-295168
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018739196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019034364
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018739196
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01654401
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01654401
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01654401
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01671375
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016974
IRS990PF/DistributableAmountGrp/TotalTaxAmt016974
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt019352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt036400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016974
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt019352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016974
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016974
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt036400
IRS990PF/FMVAssetsEOYAmt031218876
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017967262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017534248
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt030013928
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt019034364
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt018739196
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt040500
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01107602
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01204948
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01204948
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt019074864
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018739196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt031218876
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt040500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt019074864
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018739196
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt019034364
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018739196
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt033936554
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01602195
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032334359
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0509048
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01671375
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033427506
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt033936554
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BUSEY WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt097501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0201 W MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0URBANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd061801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,739,196
Liabilities
$0
Net assets
$18,739,196
Revenue
$1,333,034
Expenses
$1,628,202
Net income
-$295,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.23$1.58$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$0.00$18.3$1.00$1.43$0.43
2022Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.33$1.63$0.30
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.04$19.0$2.71$1.60$1.11
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.02$17.9$1.41$1.65$0.24
2019Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.75$2.37$1.61