Civic Intelligence

Eva Tatman Trust

990 • Fiscal year 2020 • EIN 37-6182909

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 08, 2021

Organization ProfileN/A
201 West Main StreetMonticello, IL 61856

(217) 762-9431

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

2.7%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,765,473

Up $45,763 (+2.7%) from 2019

Net Assets

Up

$1,765,473

Up $45,763 (+2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin61st percentile

Revenue

Down

$349,301

Down $68,683 (-16%) from 2019

Expenses

Down

$309,309

Down $129,281 (-29%) from 2019

Net Income

Up

$39,992

Up $60,598 (+294%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,321,751Liabilities 2011: $0Net Assets 2011: $5,321,7512011Assets 2012: $5,315,839Liabilities 2012: $0Net Assets 2012: $5,315,8392012Assets 2013: $5,349,747Liabilities 2013: $0Net Assets 2013: $5,349,7472013Assets 2014: $1,675,430Liabilities 2014: $0Net Assets 2014: $1,675,4302014Assets 2015: $1,734,212Liabilities 2015: $0Net Assets 2015: $1,734,2122015Assets 2016: $1,744,749Liabilities 2016: $0Net Assets 2016: $1,744,7492016Assets 2017: $1,709,675Liabilities 2017: $0Net Assets 2017: $1,709,6752017Assets 2018: $1,739,385Liabilities 2018: $0Net Assets 2018: $1,739,3852018Assets 2019: $1,719,710Liabilities 2019: $0Net Assets 2019: $1,719,7102019Assets 2020: $1,765,473Liabilities 2020: $0Net Assets 2020: $1,765,4732020Assets 2021: $1,812,849Liabilities 2021: $0Net Assets 2021: $1,812,8492021Assets 2022: $1,824,669Liabilities 2022: $0Net Assets 2022: $1,824,6692022Assets 2023: $1,790,613Liabilities 2023: $0Net Assets 2023: $1,790,6132023Assets 2024: $1,803,310Liabilities 2024: $0Net Assets 2024: $1,803,3102024Assets 2025: $1,812,332Liabilities 2025: $0Net Assets 2025: $1,812,3322025

Highlighted filing

2020

Assets$1,765,473
Liabilities$0
Net Assets$1,765,473
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $426,129Expenses 2011: $822,393Net Income 2011: -$396,2642011Revenue 2012: $374,323Expenses 2012: $380,235Net Income 2012: -$5,9122012Revenue 2013: $473,719Expenses 2013: $439,811Net Income 2013: $33,9082013Revenue 2014: $424,270Expenses 2014: $491,479Net Income 2014: -$67,2092014Revenue 2015: $419,458Expenses 2015: $361,668Net Income 2015: $57,7902015Revenue 2016: $371,174Expenses 2016: $360,637Net Income 2016: $10,5372016Revenue 2017: $366,150Expenses 2017: $406,021Net Income 2017: -$39,8712017Revenue 2018: $345,375Expenses 2018: $319,262Net Income 2018: $26,1132018Revenue 2019: $417,984Expenses 2019: $438,590Net Income 2019: -$20,6062019Revenue 2020: $349,301Expenses 2020: $309,309Net Income 2020: $39,9922020Revenue 2021: $381,623Expenses 2021: $350,531Net Income 2021: $31,0922021Revenue 2022: $575,937Expenses 2022: $528,431Net Income 2022: $47,5062022Revenue 2023: $655,267Expenses 2023: $697,039Net Income 2023: -$41,7722023Revenue 2024: $472,520Expenses 2024: $482,933Net Income 2024: -$10,4132024Revenue 2025: $398,114Expenses 2025: $399,085Net Income 2025: -$9712025

Highlighted filing

2020

Revenue$349,301
Expenses$309,309
Net Income$39,992
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 8, 2021
Return Version
2019v5.0
Gross Receipts
$461,266
Mission and Program Overview

Mission

Support tatman village retirement home in monticello, il

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,719,710$1,765,473▲ $45,763
Land, Buildings, and Equipment, Net$1,610,016$1,610,016→ $0
Investments in Publicly Traded Securities$101,229$115,229▲ $14,000
Savings and Temporary Cash Investments$8,278$40,041▲ $31,763
Investments Other Securities$187$187→ $0
Total Assets$1,719,710$1,765,473▲ $45,763
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,719,710$1,765,473▲ $45,763
Total Liabilities and Net Assets / Fund Balance$1,719,710$1,765,473▲ $45,763

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,610,016--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Fsb Wealth ManagementTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,127
Other Revenue
$345,174
Change in Net Assets
$39,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$291,375
Other Expenses$17,934
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$291,375--$291,375
Fees for Services Management-$15,269-$15,269
Fees for Services Accounting-$1,450-$1,450
Fees for Services Legal-$1,200-$1,200
Other Expenses-$15-$15
Total Functional Expenses$291,375$17,934$0$309,309
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tatman Village IncMonticello, IL501(c)Program Support$291,375
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Trustee reviews form 990 and related schedules prior to filing return.”

Form 990, Page 6, Part VI, Line 19

“As trustee, fsb wealth management, maintains a close and continuous working relationship with the officers of the supported organization. The governing documents are not available to the general public, but have been given and are available to all intersted parties such as beneficiaries, trustees, executors, etc. Fsb wealth management does not have a public conflict of interest policy; however, the governing documents and state law impose limitations of trustee powers that fsb wealth management strictly follows. Financial statements are provided to each charitable beneficiary for review and comment.”

Filing and Contact Details

Filer

Filer Name
Eva Tatman Trust
EIN
37-6182909
Phone
2177629431
Address
201 WEST MAIN STREET, MONTICELLO, IL 61856

Signing Officer

Name
Fsb Wealth Management
Title
Trustee
Phone
2177629431
Signed
2021-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fsb Wealth Management
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Mck Cpas & Advisors
Address
1353 E MOUND RD SUITE 300, DECATUR, IL 62526
Preparer
Mark S Wood
Phone
2178752655
Raw XML Appendix291 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0FSB WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02177629431
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVA TATMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EVAT
ReturnHeader/Filer/EIN0376182909
ReturnHeader/Filer/PhoneNum02177629431
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 WEST MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061856
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371074029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCK CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01353 E MOUND RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062526
ReturnHeader/PreparerPersonGrp/PhoneNum02178752655
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S WOOD
ReturnHeader/ReturnTs02021-01-18T13:13:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,765,473
Liabilities
$0
Net assets
$1,765,473
Revenue
$349,301
Expenses
$309,309
Net income
$39,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.40$0.40$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.47$0.48$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.66$0.70$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.58$0.53$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.38$0.35$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.35$0.31$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.42$0.44$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.35$0.32$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.37$0.41$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.37$0.36$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.42$0.36$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.42$0.49$0.07
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.47$0.44$0.03
2012Summary only. Only limited summary data is available for this year.$5.32$0.00$5.32$0.37$0.38$0.01
2011Summary only. Only limited summary data is available for this year.$5.32$0.00$5.32$0.43$0.82$0.40
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits