Civic Intelligence

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

990 • Fiscal year 2020 • EIN 37-6024618

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 16, 2021

Organization ProfileN/A
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

87th percentile

0.34x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

0.77x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

54%

Higher net margin than 85% of similar nonprofits.

2020 filings • 4947(a)1 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$4,356

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2020 filings • 4947(a)1 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$282,519

Up $5,315 (+1.9%) from 2016

Net Assets

Up

$187,227

Up $1,023 (+0.5%) from 2016

Liabilities

Up

$95,292

Up $4,292 (+4.7%) from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin85th percentile

Revenue

Down

$123,935

Down $115,671 (-48%) from 2016

Expenses

Down

$57,596

Down $278,711 (-83%) from 2016

Net Income

Up

$66,339

Up $163,040 (+169%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$282,519
Liabilities$95,292
Net Assets$187,227
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$123,935
Expenses$57,596
Net Income$66,339
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 16, 2021
Return Version
2020v4.1
Gross Receipts
$229,812
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$264,174$262,821▼ $1,353
Cap Stk Tr Prin Current Funds$120,888$187,227▲ $66,339
Savings and Temporary Cash Investments$297$10,069▲ $9,772
Investments Other Securities$5,421$6,644▲ $1,223
Accounts Receivable-$2,985-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$269,892$282,519▲ $12,627
Liabilities
Mortgage Notes Payable Secured by Investment Property$149,004$95,292▼ $53,712
Total Liabilities$149,004$95,292▼ $53,712
Net Assets / Fund Balance
Total Net Assets Fund Balance$120,888$187,227▲ $66,339
Total Liabilities and Net Assets / Fund Balance$269,892$282,519▲ $12,627

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$106$17,290-
Other Land Buildings$4,415$92,196-
Land$258,300--
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$130
Other Revenue
$123,805
Change in Net Assets
$66,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Salaries, Compensation, and Employee Benefits$4,356
Other Expenses$3,240
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Current Officers, Directors, Trustees, and Key Employees$4,356--$4,356
Fees for Services Accounting$3,225--$3,225
Other Expenses$15--$15
Total Functional Expenses$57,596$0$0$57,596
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sarah Bush Lincoln Health CenterMatoon, IL-Unrestricted Gift$50,000
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 interst 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
2172347454
Address
PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
Laura Reichart
Title
Trust Officer
Phone
2174752753
Signed
2021-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Jackson
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 AVE, MATTOON, IL 61938
Preparer
Alex Hagen
Phone
2172354747
Raw XML Appendix334 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt02985
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SUPPORT TO ANY HOSPITALS OWNED OR OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORORATION IN AN AREA THAT EMBRACES MATTOON, IL.
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST MID WEALTH MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum02172347454
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01515 CHARLESTON AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MATTOON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd061938
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0120888
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0187227
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt04356
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04356
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt0130
IRS990/CYOtherExpensesAmt03240
IRS990/CYOtherRevenueAmt0123805
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt066339
IRS990/CYSalariesCompEmpBnftPaidAmt04356
IRS990/CYTotalExpensesAmt057596
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0123935
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE SUPPORT TO ANY HOSPITALS OWNED OR OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORORATION IN AN AREA THAT EMBRACES MATTOON, IL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt057596
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03225
IRS990/FeesForServicesAccountingGrp/TotalAmt03225
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIRST MID WEALTH MANAGEMENT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1SARAH BUSH LINCOLN HOSPITAL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2COLES COUNTY COUNCIL ON AGING
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt04356
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0229812
IRS990/GrossRentsGrp/RealAmt0229682
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0130
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0130
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05421
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06644
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0109486
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0264174
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0262821
IRS990/LandBldgEquipCostOrOtherBssAmt0372307
IRS990/LegalDomicileStateCd0IL
IRS990/LessRentalExpensesGrp/RealAmt0105877
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SUPPORT TO ANY HOSPITALS OWNED OR OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORORATION IN AN AREA THAT EMBRACES MATTOON, IL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0149004
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt095292
IRS990/NetAssetsOrFundBalancesBOYAmt0120888
IRS990/NetAssetsOrFundBalancesEOYAmt0187227
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0123805
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0123805
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
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/PrincipalOfficerNm0KELLY JACKSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt066339
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0123805
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0297
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010069
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
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 CIMMUNITY 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 INTITIAL 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 TINME 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)
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237098532
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1237414779
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SARAH BUSH LINCOLN HEALTH CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1COLES COUNTY COUNCIL ON AGING INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt050000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0106
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017290
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt017396
IRS990ScheduleD/LandGrp/BookValueAmt0258300
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0258300
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04415
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt092196
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt096611
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0262821
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
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
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061938
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 INTERST 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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0269892
IRS990/TotalAssetsEOYAmt0282519
IRS990/TotalAssetsGrp/BOYAmt0269892
IRS990/TotalAssetsGrp/EOYAmt0282519
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057596
IRS990/TotalFunctionalExpensesGrp/TotalAmt057596
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0149004
IRS990/TotalLiabilitiesEOYAmt095292
IRS990/TotalLiabilitiesGrp/BOYAmt0149004
IRS990/TotalLiabilitiesGrp/EOYAmt095292
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120888
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0187227
IRS990/TotalOtherCompensationAmt04356
IRS990/TotalProgramServiceExpensesAmt057596
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0130
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0123805
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123935
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0269892
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0282519
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA REICHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02174752753
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY E OLIVER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST MID WEALTH MANAGEMENT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0376024618
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 AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTOON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061938
ReturnHeader/PreparerPersonGrp/PhoneNum02172354747
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX HAGEN
ReturnHeader/ReturnTs02021-12-16T14:29:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REICHART
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282,519
Liabilities
$95,292
Net assets
$187,227
Revenue
$123,935
Expenses
$57,596
Net income
$66,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.94$1.20$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$1.48$1.44$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$1.47$0.79$0.68
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.44$2.38$1.22$0.71$0.51
2020Detailed filing. Detailed filing data is available for this year.$2.83$0.95$1.87$1.24$0.58$0.66
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.91$1.86$2.40$3.36$0.97
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$1.82$2.96$1.14
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$2.08$3.39$1.31
2013Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$2.43$2.13$0.30
2012Summary only. Only limited summary data is available for this year.$4.99$0.00$2.21$1.91$0.31
2011Summary only. Only limited summary data is available for this year.$4.68$0.00$2.80$1.94$0.86