Civic Intelligence

Sophia and Elmer Oerter

EIN 37-1213789 • Columbia, IL

121 West LegionColumbia, IL 62236
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

41st percentile

1.0%

Higher net margin than 41% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

141%

Faster revenue growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,871,373

Up $245,663 (+6.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,871,373

Up $245,663 (+6.8%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin41st percentile

Revenue

Up

$186,399

Up $109,169 (+141%) from 2024

Expenses

Down

$184,553

Down $19,758 (-9.7%) from 2024

Net Income

Up

$1,846

Up $128,927 (+101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $3,921,466Liabilities 2021: $0Net Assets 2021: $3,921,4662021Assets 2022: $3,331,059Liabilities 2022: $0Net Assets 2022: $3,331,0592022Assets 2023: $3,411,216Liabilities 2023: $0Net Assets 2023: $3,411,2162023Assets 2024: $3,625,710Liabilities 2024: $0Net Assets 2024: $3,625,7102024Assets 2025: $3,871,373Liabilities 2025: $0Net Assets 2025: $3,871,3732025

Highlighted filing

2025

Assets$3,871,373
Liabilities$0
Net Assets$3,871,373
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$200K$0-$200KRevenue 2021: $286,681Expenses 2021: $189,295Net Income 2021: $97,3862021Revenue 2022: $236,383Expenses 2022: $199,890Net Income 2022: $36,4932022Revenue 2023: $75,540Expenses 2023: $210,409Net Income 2023: -$134,8692023Revenue 2024: $77,230Expenses 2024: $204,311Net Income 2024: -$127,0812024Revenue 2025: $186,399Expenses 2025: $184,553Net Income 2025: $1,8462025

Highlighted filing

2025

Revenue$186,399
Expenses$184,553
Net Income$1,846
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,871,373
Liabilities
$0
Net assets
$3,871,373
Revenue
$186,399
Expenses
$184,553
Net income
$1,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.19$0.18$0.00
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.08$0.20$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.08$0.21$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.24$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.29$0.19$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK C SCOGGINSDirector-$0--
KEITH G BRINKMANNDirector-$0--
ROBERT NIEMIETZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sophia and Elmer Oerter
EIN
37-1213789
Phone
6182817111
Address
121 WEST LEGION, COLUMBIA, IL 62236

Signing Officer

Name
Mark C Scoggins
Title
President
Phone
6182817111
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Scheffel Boyle
Address
7 HILL CASTLE LANE, COLUMBIA, IL 62236
Preparer
Keith G Brinkmann CPA
Phone
6182817605
Raw XML AppendixShowing 400 of 2,985 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44GE AEROSPACE NEW
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96VISA INC CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97WABTEK
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118LKQ CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119NUVEEN CORE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120NEXTERA ENERGY, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121NYI CBRE GLOBAL INFRASTRUCTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122NYLI MACKAY HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123SCHWAB US LARGECAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124RTY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125SOLVENTUM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126UNDISCOVERED BEHAVORIAL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127SPROUTS FARMERS MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128SYNCHRONY FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129VOYA INTERMEDIATE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130TEXAS INSTRUMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131WALMART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132BLOOMBERG ALL COMMODITY STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133ARTISAN HIGH INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134CAUSEWAY INTERNATIONAL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135CAUSEWAY EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136CLEARBRDIGE INTERNATIONAL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137FMI COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138HARBOR COMMODITY WEATHER STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139HARDING LOEVNER FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140I SHARES CORE S & P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141JANUS HENDERSON GLOBAL REAL ESTATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142LAZARD GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143SPDR EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144TGW EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145VANECK MORNINGSTAR
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