Civic Intelligence

Elizabeth Cornelia Waggoner Trust

EIN 36-7622322 • Mattoon, IL

PO Box 529Mattoon, IL 61938
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-72%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$5,748

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 50.8% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-2.3%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-60%

Faster revenue growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$341,031

Down $8,156 (-2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$341,031

Down $8,156 (-2.3%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Down

$11,314

Down $16,693 (-60%) from 2023

Expenses

Down

$19,470

Down $12,673 (-39%) from 2023

Net Income

Down

-$8,156

Down $4,020 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2014: $446,648Liabilities 2014: $0Net Assets 2014: $446,6482014Assets 2015: $468,546Liabilities 2015: $23,762Net Assets 2015: $444,7842015Assets 2016: $423,022Liabilities 2016: $0Net Assets 2016: $423,0222016Assets 2017: $422,852Liabilities 2017: $0Net Assets 2017: $422,8522017Assets 2018: $418,994Liabilities 2018: $0Net Assets 2018: $418,9942018Assets 2019: $423,452Liabilities 2019: $0Net Assets 2019: $423,4522019Assets 2020: $398,989Liabilities 2020: $0Net Assets 2020: $398,9892020Assets 2021: $384,397Liabilities 2021: $0Net Assets 2021: $384,3972021Assets 2022: $345,974Liabilities 2022: $0Net Assets 2022: $345,9742022Assets 2023: $349,187Liabilities 2023: $0Net Assets 2023: $349,1872023Assets 2024: $341,031Liabilities 2024: $0Net Assets 2024: $341,0312024

Highlighted filing

2024

Assets$341,031
Liabilities$0
Net Assets$341,031
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$50K$0-$50KRevenue 2014: $26,590Expenses 2014: $29,980Net Income 2014: -$3,3902014Revenue 2015: $24,459Expenses 2015: $26,323Net Income 2015: -$1,8642015Revenue 2016: $4,618Expenses 2016: $26,380Net Income 2016: -$21,7622016Revenue 2017: $24,045Expenses 2017: $26,150Net Income 2017: -$2,1052017Revenue 2018: $22,990Expenses 2018: $26,848Net Income 2018: -$3,8582018Revenue 2019: $9,853Expenses 2019: $7,517Net Income 2019: $2,3362019Revenue 2020: $9,122Expenses 2020: $33,585Net Income 2020: -$24,4632020Revenue 2021: $20,111Expenses 2021: $34,703Net Income 2021: -$14,5922021Revenue 2022: $9,383Expenses 2022: $47,806Net Income 2022: -$38,4232022Revenue 2023: $28,007Expenses 2023: $32,143Net Income 2023: -$4,1362023Revenue 2024: $11,314Expenses 2024: $19,470Net Income 2024: -$8,1562024

Highlighted filing

2024

Revenue$11,314
Expenses$19,470
Net Income-$8,156
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$341,031
Liabilities
$0
Net assets
$341,031
Revenue
$11,314
Expenses
$19,470
Net income
-$8,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.11$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.28$0.32$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.09$0.48$0.38
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.20$0.35$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.09$0.34$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.10$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.23$0.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.24$0.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.05$0.26$0.22
2015Detailed filing. Detailed filing data is available for this year.$4.69$0.24$4.45$0.24$0.26$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.27$0.30$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MID WEALTH MANAGEMENT COMPANYTrustee-$5,748-$5,748
Filing and Contact Details

Filer

Filer Name
Elizabeth Cornelia Waggoner Trust
EIN
36-7622322
Phone
2172347454
Address
PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
Laura Walk
Title
Trustee
Phone
2172347454
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
West & Company LLC
Address
613 BROADWAY AVENUE, MATTOON, IL 61938
Preparer
Alex Hagen
Phone
2172354747
Raw XML Appendix334 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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AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION IS MAKING AN ELECTION UNDER REGULATION 53.4942(A)-3(D)(2) TO APPLY THE EXCESS DISTRIBUTION MADE IN 2022 NOT APPLIED TO 2021, 2020, OR 2019 TO UNDISTRIBUTED INCOME FROM 2018.
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01515 CHARLESTON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MATTOON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061938
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST MID WEALTH MANAGEMENT CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum02172347454
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FIRST MID WEALTH MANAGEMENT COMPANY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02172347454
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01515 CHARLESTON AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MATTOON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd061938
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDED TO A TEACHER(S) IN BUSINESS EDUCATION AT EASTERN ILLINOIS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SCHOLARSHIPS TO TEACHERS IN BUSINESS EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EASTERN ILLINOIS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0OFFICE OF FINANCIAL AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061920
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011640
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02611
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011460
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014071
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018753
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011460
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0264
TaxesSchedule/TaxesDetail/Amt1303
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA WALK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02172347454
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH CORNELIA WAGGONER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST MID WEALTH MANAGEMENT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0367622322
ReturnHeader/Filer/PhoneNum02172347454
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 529
ReturnHeader/Filer/USAddress/CityNm0MATTOON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061938
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370980065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEST & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0613 BROADWAY AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTOON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061938
ReturnHeader/PreparerPersonGrp/PhoneNum02172354747
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX HAGEN
ReturnHeader/ReturnTs02025-05-14T10:45:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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