Civic Intelligence

George Sohrt Trust

990PF • Fiscal year 2020 • EIN 37-6122163

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

38th percentile

-0.9%

Higher net margin than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$19,754

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.3%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-3.2%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,078,203

Down $3,370 (-0.3%) from 2019

Net Assets

Down

$1,078,206

Down $3,367 (-0.3%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin38th percentile

Revenue

Down

$222,455

Down $7,351 (-3.2%) from 2019

Expenses

Down

$224,464

Down $12,966 (-5.5%) from 2019

Net Income

Up

-$2,009

Up $5,615 (+74%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2020

Assets$1,078,203
Liabilities$1
Net Assets$1,078,206
Open 2020 Filing

Operations Trend

Revenue Growth45th 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

2020

Revenue$222,455
Expenses$224,464
Net Income-$2,009
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST STATE BANKTrustee-$19,754-$19,754
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
2021-04-29
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 Appendix302 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GEORGE SOHRT TRUST - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GEORGE SOHRT TRUST - SHORT TERM
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0123988
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0123988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt047785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt090911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt089131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt086346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt086346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0285838
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028169
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt047785
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt090911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt089131
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0152157
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028169
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0372184
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0344015
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01369
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACTIVITY DESIGNATED TAXABLE IN PRIOR YR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt151571
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACTIVITY DESIGNATED TAXABLE IN FUTURE YR
TaxesSchedule/TaxesDetail/Amt080
TaxesSchedule/TaxesDetail/Amt11374
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt080
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11374
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NIKKI MANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02175783287
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
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/PreparationDt02021-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WESLEY JOHNSON
ReturnHeader/ReturnTs02021-05-13T15:46:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NIKKI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MANN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,078,203
Liabilities
$1
Net assets
$1,078,206
Revenue
$222,455
Expenses
$224,464
Net income
-$2,009
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
2020Detailed filing. Detailed filing data is available for this year.$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