Civic Intelligence

Sarah E Wallace Trust

990PF • Fiscal year 2021 • EIN 37-6024600

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

PO Box 529Mattoon, IL 61938

(217) 234-7454

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-158%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$9,590

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 72.8% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-4.4%

Faster asset growth than 32% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-17%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$458,693

Down $20,874 (-4.4%) from 2020

Net Assets

Down

$458,693

Down $20,874 (-4.4%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Down

$13,178

Down $2,756 (-17%) from 2020

Expenses

Down

$34,052

Down $1,314 (-3.7%) from 2020

Net Income

Down

-$20,874

Down $1,442 (-7.4%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $569,123Liabilities 2011: $02011Assets 2012: $561,715Liabilities 2012: $02012Assets 2013: $555,937Liabilities 2013: $1Net Assets 2013: $555,9372013Assets 2014: $550,459Liabilities 2014: $1Net Assets 2014: $550,4592014Assets 2015: $536,098Liabilities 2015: $1Net Assets 2015: $536,0982015Assets 2016: $523,665Liabilities 2016: $0Net Assets 2016: $523,6652016Assets 2017: $517,709Liabilities 2017: $0Net Assets 2017: $517,7092017Assets 2018: $509,574Liabilities 2018: $0Net Assets 2018: $509,5742018Assets 2019: $498,999Liabilities 2019: $1Net Assets 2019: $498,9992019Assets 2020: $479,567Liabilities 2020: $1Net Assets 2020: $479,5672020Assets 2021: $458,693Liabilities 2021: $1Net Assets 2021: $458,6932021Assets 2022: $448,805Liabilities 2022: $1Net Assets 2022: $448,8052022Assets 2023: $465,259Liabilities 2023: $39,0002023Assets 2024: $424,838Liabilities 2024: $0Net Assets 2024: $424,8382024

Highlighted filing

2021

Assets$458,693
Liabilities$1
Net Assets$458,693

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $28,079Expenses 2011: $32,600Net Income 2011: -$4,5212011Revenue 2012: $27,897Expenses 2012: $35,305Net Income 2012: -$7,4082012Revenue 2013: $29,101Expenses 2013: $34,879Net Income 2013: -$5,7782013Revenue 2014: $29,838Expenses 2014: $35,316Net Income 2014: -$5,4782014Revenue 2015: $20,553Expenses 2015: $34,914Net Income 2015: -$14,3612015Revenue 2016: $21,871Expenses 2016: $34,304Net Income 2016: -$12,4332016Revenue 2017: $28,837Expenses 2017: $34,793Net Income 2017: -$5,9562017Revenue 2018: $24,420Expenses 2018: $32,555Net Income 2018: -$8,1352018Revenue 2019: $18,654Expenses 2019: $29,229Net Income 2019: -$10,5752019Revenue 2020: $15,934Expenses 2020: $35,366Net Income 2020: -$19,4322020Revenue 2021: $13,178Expenses 2021: $34,052Net Income 2021: -$20,8742021Revenue 2022: $95Expenses 2022: $9,983Net Income 2022: -$9,8882022Revenue 2023: $29,497Expenses 2023: $52,043Net Income 2023: -$22,5462023Revenue 2024: $9,568Expenses 2024: $10,989Net Income 2024: -$1,4212024

Highlighted filing

2021

Revenue$13,178
Expenses$34,052
Net Income-$20,874
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MID WEALTH MANAGEMENTTrustee-$9,590-$9,590
Filing and Contact Details

Filer

Filer Name
Sarah E Wallace Trust
EIN
37-6024600
Phone
2172347454
Address
PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
Laura M Walk
Title
Trustee
Phone
2172347454
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
West & Company LLC
Address
613 BROADWAY AVENUE, MATTOON, IL 61938
Preparer
Alex Hagen
Phone
2172354747
Raw XML AppendixShowing 400 of 402 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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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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/IndividualWithBooksNm0FIRST MID WEALTH MANAGEMENT
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/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02172347454
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION IS AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FIRST MID WEALTH MANAGEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02172347454
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 529
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MATTOON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd061938
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RECIPIENTS MUST BE GRADUATES OF MATTOON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE, APPLICATIONS ARE ACCEPTED CONTINUOUSLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34448
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR NURSING SERVICES RENDERED TO PERSONS WHO ARE FINANCIALLY DISTRESSED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO RELIEVE THE SUFFERING AND DISTRESS OF THE WORTHY POOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOR NURSING SERVICES RENDERED TO PERSONS WHO ARE FINANCIALLY DISTRESSED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO ASSIST GRADUATES OF MATTOON HIGH SCHOOL IN OBTAINING AN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EASTERN STAR AND MASONIC HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KEMMERER ORPHANS HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RICHLAND MEMORIAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SALVATION ARMY OF MATTOON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SARAH BUSH LINCOLN HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SARAH E WALLACE ENDOWMENT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 317
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1RR1 BOX 12C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2800 E LOCUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31300 RICHMOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41000 HEALTH CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5FOR STUDENTS OF MATTOON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MACON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ASSUMPTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OLNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MATTOON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MATTOON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MATTOON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062544
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd162510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361938
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd461938
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd561938
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021350
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/AppliedToCurrentYearAmt04188
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021350
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025538
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021803
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021350
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06773
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0167
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA M WALK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02172347454
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARAH E WALLACE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST MID WEALTH MANAGEMENT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0376024600
ReturnHeader/Filer/PhoneNum02172347454
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 529
ReturnHeader/Filer/USAddress/CityNm0MATTOON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061938
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/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX HAGEN
ReturnHeader/ReturnTs02022-05-09T13:28:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALK
ReturnHeader/TaxPeriodBeginDt02021-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.10$0.11$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.39$0.29$0.52$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.00$4.49$0.00$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.13$0.34$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.16$0.35$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.19$0.29$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$0.24$0.33$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$0.29$0.35$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.22$0.34$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.21$0.35$0.14
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.50$0.00$5.50$0.30$0.35$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.29$0.35$0.06
2012Summary only. Only limited summary data is available for this year.$5.62$0.00$0.28$0.35$0.07
2011Summary only. Only limited summary data is available for this year.$5.69$0.00$0.28$0.33$0.05