Civic Intelligence

Mary E Oliver Trust First MID-Illinois Bank & Trust Trustee

EIN 37-6024618 • 4947(a)1 • Mattoon, IL

Profile

Provide support to any hospitals owned or operated by any nonprofit organization or municipal corporation in an area that embraces mattoon, il.

PO Box 529Mattoon, IL 61938

n/A

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

28th percentile

-28%

Higher net margin than 28% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$5,072

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-8.5%

Faster asset growth than 23% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-36%

Faster revenue growth than 20% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$283,935

Down $26,348 (-8.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$283,935

Down $26,348 (-8.5%) from 2023

Revenue

Down

$93,839

Down $53,914 (-36%) from 2023

Expenses

Down

$120,187

Down $23,339 (-16%) from 2023

Net Income

Down

-$26,348

Down $30,575 (-723%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $467,906Liabilities 2011: $02011Assets 2012: $498,563Liabilities 2012: $02012Assets 2013: $528,129Liabilities 2013: $1Net Assets 2013: $528,1292013Assets 2014: $397,051Liabilities 2014: $1Net Assets 2014: $397,0512014Assets 2015: $282,905Liabilities 2015: $1Net Assets 2015: $282,9052015Assets 2016: $277,204Liabilities 2016: $91,000Net Assets 2016: $186,2042016Assets 2020: $282,519Liabilities 2020: $95,292Net Assets 2020: $187,2272020Assets 2021: $282,186Liabilities 2021: $44,375Net Assets 2021: $237,8112021Assets 2022: $306,056Liabilities 2022: $0Net Assets 2022: $306,0562022Assets 2023: $310,283Liabilities 2023: $0Net Assets 2023: $310,2832023Assets 2024: $283,935Liabilities 2024: $0Net Assets 2024: $283,9352024

Highlighted filing

2024

Assets$283,935
Liabilities$0
Net Assets$283,935

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $280,034Expenses 2011: $193,642Net Income 2011: $86,3922011Revenue 2012: $221,201Expenses 2012: $190,544Net Income 2012: $30,6572012Revenue 2013: $242,805Expenses 2013: $213,239Net Income 2013: $29,5662013Revenue 2014: $207,563Expenses 2014: $338,641Net Income 2014: -$131,0782014Revenue 2015: $182,337Expenses 2015: $296,483Net Income 2015: -$114,1462015Revenue 2016: $239,606Expenses 2016: $336,307Net Income 2016: -$96,7012016Revenue 2020: $123,935Expenses 2020: $57,596Net Income 2020: $66,3392020Revenue 2021: $121,691Expenses 2021: $71,107Net Income 2021: $50,5842021Revenue 2022: $146,823Expenses 2022: $78,578Net Income 2022: $68,2452022Revenue 2023: $147,753Expenses 2023: $143,526Net Income 2023: $4,2272023Revenue 2024: $93,839Expenses 2024: $120,187Net Income 2024: -$26,3482024

Highlighted filing

2024

Revenue$93,839
Expenses$120,187
Net Income-$26,348

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$249,037
Mission and Program Overview

Mission

Provide support to any hospitals owned or operated by any nonprofit organization or municipal corporation in an area that embraces mattoon, il.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$310,283$283,935▼ $26,348
Land, Buildings, and Equipment, Net$260,634$260,113▼ $521
Savings and Temporary Cash Investments$43,005$17,178▼ $25,827
Investments Other Securities$6,644$6,644→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$310,283$283,935▼ $26,348
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$310,283$283,935▼ $26,348
Total Liabilities and Net Assets / Fund Balance$310,283$283,935▼ $26,348

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$106$17,290-
Other Land Buildings$1,707$94,904-
Land$258,300--
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,834
Other Revenue
$89,005
Change in Net Assets
$-26,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,000
Other Expenses$5,115
Salaries, Compensation, and Employee Benefits$5,072
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,000--$110,000
Current Officers, Directors, Trustees, and Key Employees$5,072--$5,072
Fees for Services Accounting$3,450--$3,450
Fees for Services Legal$1,650--$1,650
Other Expenses$15--$15
Total Functional Expenses$120,187$0$0$120,187
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sarah Bush Lincoln Health CenterMatoon, IL-Unrestricted Gift$110,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A complete copy of this form was provided to all three co-trustees prior to signature of the electronic filing form.

Form 990, Part VI, Section C, Line 19

The organization will provide copies of its governing documents, conflict of interest policy and financial statements available to the public upon request at the corporate office of first mid wealth management

Filing and Contact Details

Filer

Filer Name
Mary E Oliver Trust
EIN
37-6024618
Phone
2172347754
Address
PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
Nora Duncan
Title
Trust Officer
Phone
2174752753
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nora Duncan
Formed
1956
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
West & Company LLC
Address
613 BROADWAY AVENUE, MATTOON, IL 61938
Preparer
Alex Hagen
Phone
2172354747
Raw XML Appendix329 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.

Path#Value
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IRS990/FormationYr01956
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IRS990/FSAuditedInd00
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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0110000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0110000
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0249037
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/IRPDocumentCnt02
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IRS990/LandBldgEquipAccumDeprecAmt0112194
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0260634
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0260113
IRS990/LandBldgEquipCostOrOtherBssAmt0372307
IRS990/LegalDomicileStateCd0IL
IRS990/LessRentalExpensesGrp/RealAmt0155198
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0PROVIDE SUPPORT TO ANY HOSPITALS OWNED OR OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORPORATION IN AN AREA THAT EMBRACES MATTOON, IL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0310283
IRS990/NetAssetsOrFundBalancesEOYAmt0283935
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt089005
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt089005
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STATE FILING FEE
IRS990/OtherExpensesGrp/ProgramServicesAmt015
IRS990/OtherExpensesGrp/TotalAmt015
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NORA DUNCAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYInvestmentIncomeAmt05600
IRS990/PYOtherExpensesAmt03465
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE MARY E. OLIVER TRUST WAS CREATED UNDER THE LAST WILL AND TESTAMENT OF MARY E. OLIVER TO BENEFIT ANY HOSPITALS OWNED AND OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORPORATION IN AN AREA THAT EMBRACES MATTOON, ILLINOIS (OR MATTOON AND SURROUNDING AREAS). AT ALL TIMES SINCE THE MARY E. OLIVER TRUST WAS ESTABLISHED, THE ONLY HOSPITAL WHICH MET THAT DESCRIPTION WAS AREA E-7 HOSPITAL ASSOCIATION, NOW KNOWN AS SARAH BUSH LINCOLN HEALTH CENTER. IN 2015, THE TRUSTEE AMENDED THE TERMS OF THE MARY E. OLIVER TRUST TO ADD TWO CO-TRUSTEES. ONE TRUSTEE IS TO BE APPOINTED BY EACH QUALIFYING HOSPITAL SERVING MATTOON, IL AND IF THERE WAS ONLY ONE SUCH HOSPITAL, THEN THE INDEPENDENT CORPORATE TRUSTEE COULD DESIGNATE A COMMUNITY FOUNDATION OR PUBLIC HEALTH ORGANIZATION FOR MATTOON, IL AS A SECOND SUPPORTED ORGANIZATION ENTITLED TO APPOINT ONE CO-TRUSTEE. AFTER THE AMENDMENT WAS APPROVED BY THE CIRCUIT COURT OF COLES COUNTY, ILLINOIS IN 2016 (CASE NO. 16-MR-46), THE INDEPENDENT CORPORATE TRUSTEE DESIGNATED THE COLES COUNTY COUNCIL ON AGING AS THE SECOND SUPPORTED ORGANIZATION FOR AN INITIAL FIVE-YEAR TERM. THAT APPOINTMENT WAS JUST RENEWED FOR A SECOND FIVE-YEAR TERM.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE MARY E. OLIVER TRUST HAS THREE CO-TRUSTEES. ONE IS FIRST MID WEALTH MANAGEMENT COMPANY, THE INDEPENDENT CORPORATE TRUSTEE. THE OTHER TWO CO-TRUSTEES ARE APPOINTED BY THE TRUST'S TWO SUPPORTED ORGANIZATION - ONE BY SARAH BUSH LINCOLN HEALTH CENTER AND ONE BY COLES COUNTY COUNCIL ON AGING, INC. - FOR FIVE-YEAR TERMS. NOTWITHSTANDING THAT TERM, EACH APPOINTING ORGANIZATION HAS THE POWER TO REMOVE AND REPLACE ITS REPRESENTATIVE AT ANY TIME AND FOR ANY REASON. THE ONLY RESTRICTIONS APPLIED ARE 1) THE SUPPORTED ORGANIZATION APPOINTED CO-TRUSTEE WILL BE REPLACED IF THE SUPPORTED ORGANIZATION CEASES TO BE A PUBLIC CHARITY, AND 2) NO APPOINTED CO-TRUSTEE MAY BE A DISQUALIFIED PERSON WITH RESPECT TO THE MARY E. OLIVER TRUST (OTHER THAN BY REASON OF BEING A FOUNDATION MANAGER).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE MONETARY SUPPORT PROVIDED TO SARAH BUSH LINCOLN HEALTH CENTER INDIRECTLY SUPPORTS THE CHARITABLE CLASS BENEFITTED BY THE COLES COUNTY COUNCIL ON AGING, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV,SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION B, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART I, LINE 12(G), COLMN (V)
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SARAH BUSH LINCOLN HEALTH CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1COLES COUNTY COUNCIL ON AGING INC
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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt017396
IRS990ScheduleD/LandGrp/BookValueAmt0258300
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0258300
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01707
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt094904
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt096611
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0260113
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0110000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED GIFT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SARAH BUSH LINCOLN HEALTH CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0237098532
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01000 HEALTH CENTER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MATOON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF THIS FORM WAS PROVIDED TO ALL THREE CO-TRUSTEES PRIOR TO SIGNATURE OF THE ELECTRONIC FILING FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE CORPORATE OFFICE OF FIRST MID WEALTH MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0310283
IRS990/TotalAssetsEOYAmt0283935
IRS990/TotalAssetsGrp/BOYAmt0310283
IRS990/TotalAssetsGrp/EOYAmt0283935
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0120187
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120187
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0310283
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0283935
IRS990/TotalOtherCompensationAmt05072
IRS990/TotalProgramServiceExpensesAmt0120187
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04834
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089005
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093839
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0310283
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0283935
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01515 CHARLESTON AVENUE
IRS990/USAddress/CityNm0MATTOON
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061938
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NORA DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02174752753
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY E OLIVER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST MID WEALTH MANAGEMENT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0376024618
ReturnHeader/Filer/PhoneNum02172347754
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/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX HAGEN
ReturnHeader/ReturnTs02025-05-14T10:51:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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