Civic Intelligence

Paul Powell Charitable Trust

990EZ • Fiscal year 2024 • EIN 37-6125458

May 01, 2023 to Apr 30, 2024 • Filed on Aug 01, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-640%

Higher net margin than 2% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$994

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 73.4% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

20th percentile

-26%

Faster asset growth than 20% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$25,065

Down $8,663 (-26%) from 2023

Net Assets

Down

$25,065

Down $8,663 (-26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Up

$1,354

Up $1,461 (+1365%) from 2023

Expenses

Up

$10,017

Up $2,594 (+35%) from 2023

Net Income

Down

-$8,663

Down $1,133 (-15%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2024

Assets$25,065
Liabilities$0
Net Assets$25,065
Open 2024 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

2024

Revenue$1,354
Expenses$10,017
Net Income-$8,663
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Aug 1, 2024
Return Version
2023v5.1
Gross Receipts
$18,193
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$10,017
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MID WEALTH MANAGEMENTTrustee-$994-$994
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
2024-08-01
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: 536.”

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: 12,320. End of year amount: 5. Description: mutual funds - equity. Beg. Of year amount: 4,024. End of year amount: 0.”

Raw XML Appendix163 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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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.
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IRS990EZ/SaleOfAssetsGrossAmt017657
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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
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION E LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ILLINOIS HISTORICAL SOCIETY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 536.
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: 12,320. END OF YEAR AMOUNT: 5. DESCRIPTION: MUTUAL FUNDS - EQUITY. BEG. OF YEAR AMOUNT: 4,024. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA M REICHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02172580633
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL POWELL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0376125458
ReturnHeader/Filer/PhoneNum02172580633
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEST & COMPANY LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTOON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061938
ReturnHeader/PreparerPersonGrp/PhoneNum02172354747
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX HAGEN
ReturnHeader/ReturnTs02024-08-07T08:53:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,065
Liabilities
$0
Net assets
$25,065
Revenue
$1,354
Expenses
$10,017
Net income
-$8,663
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
2024Detailed filing. Detailed filing data is available for this year.$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