Civic Intelligence

George Sohrt Trust

990PF • Fiscal year 2014 • EIN 37-6122163

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile
First State Bank201 West Main Street SuiteMonticello, IL 61856

(217) 762-9431

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

65th percentile

$29,949

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

55th percentile

2.6%

Faster asset growth than 55% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

7.9%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$967,996

Up $24,685 (+2.6%) from 2013

Net Assets

$967,996

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin64th percentile

Revenue

Up

$379,091

Up $27,646 (+7.9%) from 2013

Expenses

Down

$340,305

Down $6,087 (-1.8%) from 2013

Net Income

Up

$38,786

Up $33,733 (+668%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $923,345Liabilities 2011: $0Net Assets 2011: $923,3452011Assets 2012: $937,858Liabilities 2012: $0Net Assets 2012: $937,8582012Assets 2013: $943,311Liabilities 2013: $12013Assets 2014: $967,996Liabilities 2014: $1Net Assets 2014: $967,9962014Assets 2015: $1,109,352Liabilities 2015: $1Net Assets 2015: $1,109,3522015Assets 2016: $1,085,297Liabilities 2016: $0Net Assets 2016: $1,085,2982016Assets 2018: $1,089,084Liabilities 2018: $0Net Assets 2018: $1,089,0872018Assets 2019: $1,081,573Liabilities 2019: $1Net Assets 2019: $1,081,5732019Assets 2020: $1,078,203Liabilities 2020: $1Net Assets 2020: $1,078,2062020Assets 2021: $1,141,407Liabilities 2021: $1Net Assets 2021: $1,141,4072021Assets 2022: $1,145,711Liabilities 2022: $12022Assets 2023: $1,189,965Liabilities 2023: $12023

Highlighted filing

2014

Assets$967,996
Liabilities$1
Net Assets$967,996
Open 2014 Filing

Operations Trend

Revenue Growth58th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $341,0282011Expenses 2012: $450,1092012Revenue 2013: $351,445Expenses 2013: $346,392Net Income 2013: $5,0532013Revenue 2014: $379,091Expenses 2014: $340,305Net Income 2014: $38,7862014Revenue 2015: $422,773Expenses 2015: $274,276Net Income 2015: $148,4972015Revenue 2016: $216,631Expenses 2016: $248,064Net Income 2016: -$31,4332016Revenue 2018: $244,691Expenses 2018: $218,838Net Income 2018: $25,8532018Revenue 2019: $229,806Expenses 2019: $237,430Net Income 2019: -$7,6242019Revenue 2020: $222,455Expenses 2020: $224,464Net Income 2020: -$2,0092020Revenue 2021: $351,456Expenses 2021: $289,247Net Income 2021: $62,2092021Revenue 2022: $384,024Expenses 2022: $378,335Net Income 2022: $5,6892022Revenue 2023: $316,700Expenses 2023: $272,290Net Income 2023: $44,4102023

Highlighted filing

2014

Revenue$379,091
Expenses$340,305
Net Income$38,786
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST STATE BANKTrustee-$29,949-$29,949
Filing and Contact Details

Filer

Filer Name
George Sohrt Trust
EIN
37-6122163
In Care Of
% FIRST STATE BANK
Phone
2177629431
Address
First State Bank, 201 West Main Street Suite, Monticello, IL 61856

Signing Officer

Name
Nikki Mann
Title
Trust Officer
Phone
2177629431
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
225 NORTH WATER ST SUITE 400, DECATUR, IL 62523
Preparer
Gary G Genenbacher
Phone
2177629431
Raw XML Appendix298 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt098029
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt098029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0116465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt075581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061638
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt061638
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0318901
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0116465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt075581
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040387
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0173122
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075093
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0380539
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0305446
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1137103
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-14101
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACTIVITY DESIGNATED TAXABLE IN PRIOR YR
TaxesSchedule/TaxesDetail/Amt02118
TaxesSchedule/TaxesDetail/CategoryTxt0FIDUCIARY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02118
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NIKKI MANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02177629431
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0George Sohrt Trust
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0376122163
ReturnHeader/Filer/InCareOfNm0% FIRST STATE BANK
ReturnHeader/Filer/PhoneNum02177629431
ReturnHeader/Filer/USAddress/AddressLine1Txt0First State Bank
ReturnHeader/Filer/USAddress/AddressLine2Txt0201 West Main Street Suite
ReturnHeader/Filer/USAddress/CityNm0Monticello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 NORTH WATER ST SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062523
ReturnHeader/PreparerPersonGrp/PhoneNum02177629431
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY G GENENBACHER
ReturnHeader/ReturnTs02015-05-07T17:06:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$967,996
Liabilities
$1
Net assets
$967,996
Revenue
$379,091
Expenses
$340,305
Net income
$38,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$0.32$0.27$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$0.38$0.38$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.35$0.29$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.22$0.22$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.23$0.24$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.24$0.22$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.22$0.25$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.42$0.27$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.38$0.34$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.35$0.35$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.45
2011Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.34