Civic Intelligence

George Sohrt Trust

990PF • Fiscal year 2019 • EIN 37-6122163

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

Organization Profile
First State Bank - 201 West Main StMonticello, IL 61856

(217) 762-9431

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$21,348

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.7%

Faster asset growth than 37% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-6.1%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,081,573

Down $7,511 (-0.7%) from 2018

Net Assets

Down

$1,081,573

Down $7,514 (-0.7%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin33rd percentile

Revenue

Down

$229,806

Down $14,885 (-6.1%) from 2018

Expenses

Up

$237,430

Up $18,592 (+8.5%) from 2018

Net Income

Down

-$7,624

Down $33,477 (-129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$1,081,573
Liabilities$1
Net Assets$1,081,573
Open 2019 Filing

Operations Trend

Revenue Growth30th 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

2019

Revenue$229,806
Expenses$237,430
Net Income-$7,624
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST STATE BANKTrustee-$21,348-$21,348
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED CHURCH OF ATWOODCHARITABLE-Atwood, IL, US$37,500
Paid GrantBOURBON BAPTIST CHURCHCHARITABLE-Tuscola, IL, US$37,500
Paid GrantIMMANUEL LUTHERAN CHURCHCHARITABLE-Tuscola, IL, US$37,500
Paid GrantZION CHURCH OF CHRISTCHARITABLE-Arthur, IL, US$37,500
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 St, Monticello, IL 61856

Signing Officer

Name
Nikki Mann
Title
Trust Officer
Phone
2175783287
Signed
2020-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
225 N WATER ST SUITE 400, DECATUR, IL 62523
Preparer
Wesley Johnson
Phone
2174292411
Raw XML Appendix317 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ZION CHURCH OF CHRIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0210 North Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1450E Co Rd 675N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2600 E Northline Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3701 N County Road 250 E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atwood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Tuscola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Tuscola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Arthur
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061913
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd261953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361911
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt0122473
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0122473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt090911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt089131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt086346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt075093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt075093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0344015
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047785
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt090911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt089131
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt086346
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0152315
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029842
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0419108
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0389266
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/RevenueAndExpensesPerBooksAmt157646
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0110
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACTIVITY DESIGNATED TAXABLE IN FUTURE YR
TaxesSchedule/TaxesDetail/Amt088
TaxesSchedule/TaxesDetail/Amt16683
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt088
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16683
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NIKKI MANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02175783287
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
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 - 201 West Main St
ReturnHeader/Filer/USAddress/CityNm0Monticello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 N WATER ST SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062523
ReturnHeader/PreparerPersonGrp/PhoneNum02174292411
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WESLEY JOHNSON
ReturnHeader/ReturnTs02020-05-13T14:26:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,081,573
Liabilities
$1
Net assets
$1,081,573
Revenue
$229,806
Expenses
$237,430
Net income
-$7,624
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $1M-$5M nonprofits