Civic Intelligence

Paul Powell Charitable Trust

990EZ • Fiscal year 2023 • EIN 37-6125458

May 01, 2022 to Apr 30, 2023 • Filed on Aug 17, 2023

Organization ProfileN/A
1515 Charleston AveMattoon, IL 61938

(217) 258-0633

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

7037%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$1,028

Higher top officer pay than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-18%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$33,728

Down $7,530 (-18%) from 2022

Net Assets

Down

$33,728

Down $7,530 (-18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$107

Down $2,006 (-106%) from 2022

Expenses

Down

$7,423

Down $2,147 (-22%) from 2022

Net Income

Up

-$7,530

Up $141 (+1.8%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$200K$150K$100K$50K$0Assets 2012: $150,062Liabilities 2012: $0Net Assets 2012: $150,0622012Assets 2013: $140,660Liabilities 2013: $0Net Assets 2013: $140,6602013Assets 2014: $132,352Liabilities 2014: $0Net Assets 2014: $132,3522014Assets 2015: $113,452Liabilities 2015: $0Net Assets 2015: $113,4522015Assets 2016: $107,821Liabilities 2016: $0Net Assets 2016: $107,8212016Assets 2017: $103,488Liabilities 2017: $02017Assets 2018: $95,442Liabilities 2018: $02018Assets 2019: $73,177Liabilities 2019: $02019Assets 2020: $58,376Liabilities 2020: $02020Assets 2021: $48,929Liabilities 2021: $02021Assets 2022: $41,258Liabilities 2022: $0Net Assets 2022: $41,2582022Assets 2023: $33,728Liabilities 2023: $0Net Assets 2023: $33,7282023Assets 2024: $25,065Liabilities 2024: $0Net Assets 2024: $25,0652024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$33,728
Liabilities$0
Net Assets$33,728
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2012: $7,082Expenses 2012: $18,061Net Income 2012: -$10,9792012Revenue 2013: $6,106Expenses 2013: $15,225Net Income 2013: -$9,1192013Revenue 2014: $7,215Expenses 2014: $15,762Net Income 2014: -$8,5472014Revenue 2015: $6,106Expenses 2015: $25,048Net Income 2015: -$18,9422015Revenue 2016: $2,913Expenses 2016: $8,460Net Income 2016: -$5,5472016Revenue 2017: $5,353Expenses 2017: $9,625Net Income 2017: -$4,2722017Revenue 2018: $3,491Expenses 2018: $11,661Net Income 2018: -$8,1702018Revenue 2019: $2,070Expenses 2019: $24,269Net Income 2019: -$22,1992019Revenue 2020: -$4,364Expenses 2020: $9,766Net Income 2020: -$14,1302020Revenue 2021: $889Expenses 2021: $9,563Net Income 2021: -$8,6742021Revenue 2022: $1,899Expenses 2022: $9,570Net Income 2022: -$7,6712022Revenue 2023: -$107Expenses 2023: $7,423Net Income 2023: -$7,5302023Revenue 2024: $1,354Expenses 2024: $10,017Net Income 2024: -$8,6632024Revenue 2025: $155Expenses 2025: $66,220Net Income 2025: -$66,0652025

Highlighted filing

2023

Revenue-$107
Expenses$7,423
Net Income-$7,530
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Aug 17, 2023
Return Version
2022v5.0
Gross Receipts
$13,441
Mission and Program Overview

Mission

The organization provides support to help maintain and preserve the records of the illinois historical society and the museum property for the illinois state museum.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED SUPPORT TO HELP MAINTAIN AND PRESERVE THE RECORDS OF THE ILLINOIS HISTORICAL SOCIETY AND THE MUSEUM PROPERTY FOR THE ILLINOIS STATE MUSEUM.$0$7,422
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MID WEALTH MANAGEMENTTrustee-$1,028-$1,028
Filing and Contact Details

Filer

Filer Name
Paul Powell Charitable Trust
EIN
37-6125458
Phone
2172580633
Address
1515 CHARLESTON AVE, MATTOON, IL 61938

Signing Officer

Name
Laura M Reichart
Title
Trust Officer
Phone
2172580633
Signed
2023-08-17
Discuss with paid preparer
Yes

Preparer

Firm
West & Company LLC
Address
613 BROADWAY AVENUE, MATTOON, IL 61938
Preparer
Alex Hagen
Phone
2172354747
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 669.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: license & fees. Amount: 15. Description: foreign taxes. Amount: 4. Total to form 990-ez, line 16: 19.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: mutual funds - fixed income. Beg. Of year amount: 16,398. End of year amount: 12,320. Description: mutual funds - equity. Beg. Of year amount: 4,447. End of year amount: 4,024.”

Raw XML Appendix167 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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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt019
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IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION PROVIDES SUPPORT TO HELP MAINTAIN AND PRESERVE THE RECORDS OF THE ILLINOIS HISTORICAL SOCIETY AND THE MUSEUM PROPERTY FOR THE ILLINOIS STATE MUSEUM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED SUPPORT TO HELP MAINTAIN AND PRESERVE THE RECORDS OF THE ILLINOIS HISTORICAL SOCIETY AND THE MUSEUM PROPERTY FOR THE ILLINOIS STATE MUSEUM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07422
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt01028
IRS990EZ/SaleOfAssetsGrossAmt012772
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07423
IRS990EZ/TotalProgramServiceExpensesAmt07422
IRS990EZ/TotalRevenueAmt0-107
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDED SUPPORT TO HELP MAINTAIN AND PRESERVE THE RECORDS OF THE ILLINOIS HISTORICAL SOCIETY ("SOCIETY") AND THE MUSEUM PROPERTY FOR THE ILLINOIS STATE MUSEUM ("MUSEUM").
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION ARE THE SOCIETY AND MUSEUM. THE ORGANIZATION IS RESPONSIBLE FOR THE GENERAL UPKEEP AND MAINTENANCE OF THE MUSEUM IN ORDER TO KEEP IT OPEN AND IN PROPER USE FOR THE GENERAL PUBLIC AND HELPS THE SOCIETY MAINTAIN AND PRESERVE ITS RECORDS. THE ORGANIZATION MAINTAINS DIRECT CONTACT YEAR ROUND WITH THE SOCIETY AND MUSEUM REGARDING THEIR ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2PART OF THE MISSION AND PURPOSE OF THE SOCIETY AND MUSEUM ARE IDENTICAL TO THE SUPPORTING ACTIVITIES PROVIDED BY THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION E LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION E LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371277527
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt17422
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ILLINOIS HISTORICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ILLINOIS STATE MUSEUM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt07422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 669.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LICENSE & FEES. AMOUNT: 15. DESCRIPTION: FOREIGN TAXES. AMOUNT: 4. TOTAL TO FORM 990-EZ, LINE 16: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MUTUAL FUNDS - FIXED INCOME. BEG. OF YEAR AMOUNT: 16,398. END OF YEAR AMOUNT: 12,320. DESCRIPTION: MUTUAL FUNDS - EQUITY. BEG. OF YEAR AMOUNT: 4,447. END OF YEAR AMOUNT: 4,024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA M REICHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02172580633
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL POWELL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0376125458
ReturnHeader/Filer/PhoneNum02172580633
ReturnHeader/Filer/USAddress/AddressLine1Txt01515 CHARLESTON AVE
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/PreparationDt02023-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX HAGEN
ReturnHeader/ReturnTs02023-08-18T15:57:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REICHART
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,728
Liabilities
$0
Net assets
$33,728
Revenue
-$107
Expenses
$7,423
Net income
-$7,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.66$0.66
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.01$0.10$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.00$0.07$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.02$0.10$0.08
2021Summary only. Only limited summary data is available for this year.$0.49$0.00$0.01$0.10$0.09
2020Summary only. Only limited summary data is available for this year.$0.58$0.00$0.04$0.10$0.14
2019Summary only. Only limited summary data is available for this year.$0.73$0.00$0.02$0.24$0.22
2018Summary only. Only limited summary data is available for this year.$0.95$0.00$0.03$0.12$0.08
2017Summary only. Only limited summary data is available for this year.$1.03$0.00$0.05$0.10$0.04
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.03$0.08$0.06
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.06$0.25$0.19
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.07$0.16$0.09
2013Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.06$0.15$0.09
2012Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$0.07$0.18$0.11