Civic Intelligence

Phoebe B Buehler Trust

990PF • Fiscal year 2023 • EIN 37-0196790

Dec 01, 2022 to Nov 30, 2023 • Filed on Jul 01, 2024

Organization Profile
3415 N Sheridan RdPeoria, IL 61604

(309) 685-6236

Siviq Scores

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

Liabilities / Assets

80th percentile

0.30x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

0.94x

Higher debt load relative to revenue than 89% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$7,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

6th percentile

-19%

Faster asset growth than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-42%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$1,987,081

Down $478,068 (-19%) from 2022

Net Assets

Flat

$1,398,706

Flat from 2022

Liabilities

Down

$588,375

Down $478,068 (-45%) from 2022

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin43rd percentile

Revenue

Down

$628,051

Down $458,987 (-42%) from 2022

Expenses

Down

$628,051

Down $458,987 (-42%) from 2022

Net Income

Flat

$0

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,278,360Liabilities 2020: $879,654Net Assets 2020: $1,398,7062020Assets 2021: $1,929,541Liabilities 2021: $530,835Net Assets 2021: $1,398,7062021Assets 2022: $2,465,149Liabilities 2022: $1,066,443Net Assets 2022: $1,398,7062022Assets 2023: $1,987,081Liabilities 2023: $588,375Net Assets 2023: $1,398,7062023Assets 2024: $1,823,745Liabilities 2024: $425,039Net Assets 2024: $1,398,7062024

Highlighted filing

2023

Assets$1,987,081
Liabilities$588,375
Net Assets$1,398,706
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.5M$1.0M$500K$0Revenue 2020: $904,642Expenses 2020: $904,642Net Income 2020: $02020Revenue 2021: $566,250Expenses 2021: $566,250Net Income 2021: $02021Revenue 2022: $1,087,038Expenses 2022: $1,087,038Net Income 2022: $02022Revenue 2023: $628,051Expenses 2023: $628,051Net Income 2023: $02023Revenue 2024: $448,143Expenses 2024: $448,143Net Income 2024: $02024

Highlighted filing

2023

Revenue$628,051
Expenses$628,051
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jul 1, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD L AMBERGPresident/Treasurer-$7,000-$7,000
LAURA J LINDERSecretary-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Phoebe B Buehler Trust
EIN
37-0196790
Phone
3096856236
Address
3415 N SHERIDAN RD, PEORIA, IL 61604

Signing Officer

Name
Rich Amberg
Title
President
Phone
3096856236
Signed
2024-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
301 SW ADAMS STREET SUITE 1000, PEORIA, IL 61602
Preparer
Samuel a Cigelnik
Phone
3096714500
Raw XML Appendix286 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt010854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REAL ESTATE - MINERAL RIGHTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03461643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0269155
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0277609
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02584581
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0603778
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL AND GAS ROYALTIES
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0603778
TaxesSchedule/TaxesDetail/Amt019808
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTs02024-07-10T12:28:51-05:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,987,081
Liabilities
$588,375
Net assets
$1,398,706
Revenue
$628,051
Expenses
$628,051
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.82$0.43$1.40$0.45$0.45$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.59$1.40$0.63$0.63$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.47$1.07$1.40$1.09$1.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.53$1.40$0.57$0.57$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.88$1.40$0.90$0.90$0.00