Civic Intelligence

Eva Tatman Trust

990 • Fiscal year 2022 • EIN 37-6182909

Oct 01, 2021 to Sep 30, 2022 • Filed on Nov 17, 2022

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

53rd percentile

8.2%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

48th percentile

0.7%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

51%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,824,669

Up $11,820 (+0.7%) from 2021

Net Assets

Up

$1,824,669

Up $11,820 (+0.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$575,937

Up $194,314 (+51%) from 2021

Expenses

Up

$528,431

Up $177,900 (+51%) from 2021

Net Income

Up

$47,506

Up $16,414 (+53%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$1,824,669
Liabilities$0
Net Assets$1,824,669

Operations Trend

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

2022

Revenue$575,937
Expenses$528,431
Net Income$47,506
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Nov 17, 2022
Return Version
2021v4.0
Gross Receipts
$675,190
Mission and Program Overview

Mission

Support tatman village retirement home in monticello, il

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,812,849$1,824,677▲ $11,828
Land, Buildings, and Equipment, Net$1,610,016$1,610,016→ $0
Savings and Temporary Cash Investments$65,550$108,331▲ $42,781
Investments in Publicly Traded Securities$137,096$106,135▼ $30,961
Investments Other Securities$187$187→ $0
Rtn Earn Endowment Incm Other Fnds-$-8-
Total Assets$1,812,849$1,824,669▲ $11,820
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,812,849$1,824,669▲ $11,820
Total Liabilities and Net Assets / Fund Balance$1,812,849$1,824,669▲ $11,820

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,610,016--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fsb Wealth ManagementTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,891
Other Revenue
$567,046
Change in Net Assets
$47,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$505,000
Other Expenses$23,431
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$505,000--$505,000
Fees for Services Management-$22,116-$22,116
Fees for Services Accounting-$1,300-$1,300
Other Expenses-$15-$15
Total Functional Expenses$505,000$23,431$0$528,431
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tatman Village IncMonticello, IL501(c)Program Support$505,000
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
2022-11-17
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 STE 300, DECATUR, IL 62526-9382
Preparer
Mark S Wood
Phone
2178752655
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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/SignatureDt02022-11-17
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 STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0625269382
ReturnHeader/PreparerPersonGrp/PhoneNum02178752655
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S WOOD
ReturnHeader/ReturnTs02022-11-28T13:56:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NIKKI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MANN
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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

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