Civic Intelligence

L E Willson Charitable Tr

990PF • Fiscal year 2022 • EIN 37-1565122

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 08, 2025

Organization Profile
2900 North 23rd StreetQuincy, IL 62305

(217) 228-8060

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

10th percentile

-63%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

28th percentile

$38,820

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

$11,002,551

No earlier filing loaded for comparison.

Net Assets

$11,002,551

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

$436,901

No earlier filing loaded for comparison.

Expenses

$711,896

No earlier filing loaded for comparison.

Net Income

-$274,995

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2022: $11,002,551Liabilities 2022: $0Net Assets 2022: $11,002,5512022Assets 2023: $10,702,135Liabilities 2023: $0Net Assets 2023: $10,702,1352023Assets 2024: $12,947,048Liabilities 2024: $0Net Assets 2024: $12,947,0482024

Highlighted filing

2022

Assets$11,002,551
Liabilities$0
Net Assets$11,002,551
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2022: $436,901Expenses 2022: $711,896Net Income 2022: -$274,9952022Revenue 2023: $457,093Expenses 2023: $754,983Net Income 2023: -$297,8902023Revenue 2024: $3,145,187Expenses 2024: $894,150Net Income 2024: $2,251,0372024

Highlighted filing

2022

Revenue$436,901
Expenses$711,896
Net Income-$274,995
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 8, 2025
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$38,820-$38,820
Filing and Contact Details

Filer

Filer Name
L E Willson Trust a
EIN
37-1565122
Phone
2172288060
Address
2900 NORTH 23RD STREET, QUINCY, IL 62305

Signing Officer

Name
Wells Fargo Bank Na
Title
Trustee
Phone
8887304933
Signed
2025-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Gray Hunter Stenn Llp
Address
500 MAINE ST, QUINCY, IL 62301
Preparer
Gary L Blickhan CPA
Phone
2172220304
Raw XML Appendix256 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/BookValueAmt05983834
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0102114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0102114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01707949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02255
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03751
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011004806
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0706543
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05466
IRS990PF/DistributableAmountGrp/TotalTaxAmt05466
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0886
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013892200
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0215191
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0706543
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014130862
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TI-TRUST INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02172288060
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt01725
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SHEFFIELD BOARD OF EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 W 6TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHEFFIELD
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07090
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0647786
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0701077
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0693987
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0588
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11667
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc1POAI CARRYOVER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES - ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt054
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01172
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12579
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1COST BASIS ADJ
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt06513
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1434
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TaxesSchedule/TaxesDetail/Amt13261
TaxesSchedule/TaxesDetail/Amt211820
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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06513
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1434
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WELLS FARGO BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0L E WILLSON TRUST A
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TI-TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0371565122
ReturnHeader/Filer/PhoneNum02172288060
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 NORTH 23RD STREET
ReturnHeader/Filer/USAddress/CityNm0QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062305
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363077757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY HUNTER STENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 MAINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062301
ReturnHeader/PreparerPersonGrp/PhoneNum02172220304
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L BLICKHAN CPA
ReturnHeader/ReturnTs02025-08-11T16:13:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,002,551
Liabilities
$0
Net assets
$11,002,551
Revenue
$436,901
Expenses
$711,896
Net income
-$274,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$3.15$0.89$2.25
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.46$0.75$0.30
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.44$0.71$0.27
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