Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
82nd percentile
Faster revenue growth than 82% of similar nonprofits.
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
Support tatman village retirement home in monticello, il
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $1,610,016 | - | - |
| Name | Title |
|---|---|
| Fsb Wealth Management | Trustee |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Tatman Village Inc | Monticello, IL | 501(c) | Program Support | $505,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Trustee reviews form 990 and related schedules prior to filing return.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | SUPPORT TATMAN VILLAGE RETIREMENT HOME IN MONTICELLO, IL |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | FSB WEALTH MANAGEMENT |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2177629431 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 201 WEST MAIN STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MONTICELLO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 61856 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 1812849 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 1824677 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 505000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 8891 |
| IRS990/CYOtherExpensesAmt | 0 | 23431 |
| IRS990/CYOtherRevenueAmt | 0 | 567046 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 47506 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 528431 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 575937 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | SUPPORT RETIREMENT HOME: TATMAN VILLAGE, INC., 2000 E. WASHINGTON ST., MONTICELLO, IL 61856 |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 505000 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1300 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1300 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 22116 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 22116 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | FSB WEALTH MANAGEMENT |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 3482 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1034 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantAmt | 0 | 505000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 505000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 505000 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 3482 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 10595 |
| IRS990/GrossReceiptsAmt | 0 | 675190 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 656738 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 4375 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 4375 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 187 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 187 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 137096 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 106135 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1610016 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1610016 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1610016 |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 9561 |
| IRS990/LessRentalExpensesGrp/RealAmt | 0 | 89692 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | SUPPORT TATMAN VILLAGE RETIREMENT HOME IN MONTICELLO, IL |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1812849 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1824669 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4516 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 4516 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 567046 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 567046 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -35686 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | IL ATTORNEY GENERAL FEE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 15 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 15 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | FSB WEALTH MANAGEMENT |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 333000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 7944 |
| IRS990/PYOtherExpensesAmt | 0 | 17531 |
| IRS990/PYOtherRevenueAmt | 0 | 373679 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 31092 |
| IRS990/PYTotalExpensesAmt | 0 | 350531 |
| IRS990/PYTotalRevenueAmt | 0 | 381623 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 47506 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 567046 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | -8 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 65550 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 108331 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | TRUST WAS SET UP ORIGINALLY TO SUPPORT THE ORGANIZATION FROM ITS INCEPTION. ALL FUNDS THAT ARE RAISED ARE CONTRIBUTED TO THE SUPPORTED ORGANIZATION. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART IV, SECTION E, LINE 2A |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 371075972 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 505000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | TATMAN VILLAGE INC |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt | 0 | TATMAN VILLAGE INC |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 505000 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 1610016 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 1610016 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 1610016 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 505000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | TATMAN VILLAGE INC |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 371075972 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 2000 E WASHINGTON ST |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | MONTICELLO |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 61856 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. FSB WEALTH MANAGEMENT FOLLOWS THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. FSB WEALTH MANAGEMENT DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, AND MAKING NEXESSARY INCOME DISTRIBTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY FSB WEALTH MANAGEMENT AS WELL AS AN INDIVIDUAL TRUST ADMNISTRATOR. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE I, PAGE 1, PART I, LINE 2 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 1 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TRUSTEE REVIEWS FORM 990 AND RELATED SCHEDULES PRIOR TO FILING RETURN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 1812849 |
| IRS990/TotalAssetsEOYAmt | 0 | 1824669 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1812849 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1824669 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 23431 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 505000 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 528431 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1812849 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1824669 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 505000 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 571421 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4516 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 575937 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1812849 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1824669 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 201 WEST MAIN STREET |
| IRS990/USAddress/CityNm | 0 | MONTICELLO |
| IRS990/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/USAddress/ZIPCd | 0 | 61856 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | FSB WEALTH MANAGEMENT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2177629431 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EVA TATMAN TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EVAT |
| ReturnHeader/Filer/EIN | 0 | 376182909 |
| ReturnHeader/Filer/PhoneNum | 0 | 2177629431 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 201 WEST MAIN STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MONTICELLO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 61856 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 371074029 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MCK CPAS & ADVISORS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1353 E MOUND RD STE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DECATUR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 625269382 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2178752655 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-11-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARK S WOOD |
| ReturnHeader/ReturnTs | 0 | 2022-11-28T13:56:13-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | NIKKI |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MANN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-09-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.
Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits
Doylestown, PA
View Organization501(c)3
Revenue vs current organization
217% higherAssets vs current organization
100% lowerHuntington Beach, CA
View Organization501(c)3
Revenue vs current organization
217% higherAssets vs current organization
74% lowerManchester, CT
View Organization501(c)3
Revenue vs current organization
About the sameAssets vs current organization
About the sameGreensboro, NC
View Organization501(c)3
Revenue vs current organization
31% higherAssets vs current organization
About the same