Civic Intelligence

Phyllis Madeleine Winings Trust

990PF • Fiscal year 2024 • EIN 37-6191488

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 23, 2026

Organization ProfileN/A
110 Elm StreetArgenta, IL 62501

(217) 795-2331

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2024

Top Officer Pay

Score unavailable

$13,367

The peer cohort stayed too small after all score fallbacks.

Source year 2024

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,019,466

Down $23,023 (-1.1%) from 2023

Net Assets

Down

$2,019,466

Down $23,023 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$133,757

Down $1,390 (-1.0%) from 2023

Expenses

Up

$156,765

Up $1,572 (+1.0%) from 2023

Net Income

Down

-$23,008

Down $2,962 (-15%) from 2023

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,005,581Liabilities 2011: $0Net Assets 2011: $2,005,5812011Assets 2012: $2,010,948Liabilities 2012: $0Net Assets 2012: $2,010,9482012Assets 2013: $2,031,131Liabilities 2013: $0Net Assets 2013: $2,031,1312013Assets 2014: $2,031,839Liabilities 2014: $0Net Assets 2014: $2,031,8392014Assets 2015: $2,028,175Liabilities 2015: $0Net Assets 2015: $2,028,1752015Assets 2016: $2,020,930Liabilities 2016: $0Net Assets 2016: $2,020,9302016Assets 2017: $2,041,473Liabilities 2017: $0Net Assets 2017: $2,041,4732017Assets 2018: $2,014,418Liabilities 2018: $0Net Assets 2018: $2,014,4182018Assets 2019: $2,008,799Liabilities 2019: $0Net Assets 2019: $2,008,7992019Assets 2020: $2,017,381Liabilities 2020: $0Net Assets 2020: $2,017,3812020Assets 2021: $2,013,009Liabilities 2021: $0Net Assets 2021: $2,013,0092021Assets 2022: $2,062,535Liabilities 2022: $0Net Assets 2022: $2,062,5352022Assets 2023: $2,042,489Liabilities 2023: $0Net Assets 2023: $2,042,4892023Assets 2024: $2,019,466Liabilities 2024: $0Net Assets 2024: $2,019,4662024

Highlighted filing

2024

Assets$2,019,466
Liabilities$0
Net Assets$2,019,466
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $94,311Expenses 2011: $97,422Net Income 2011: -$3,1112011Revenue 2012: $101,206Expenses 2012: $95,839Net Income 2012: $5,3672012Revenue 2013: $120,332Expenses 2013: $102,551Net Income 2013: $17,7812013Revenue 2014: $121,313Expenses 2014: $120,605Net Income 2014: $7082014Revenue 2015: $117,349Expenses 2015: $121,114Net Income 2015: -$3,7652015Revenue 2016: $110,578Expenses 2016: $117,823Net Income 2016: -$7,2452016Revenue 2017: $133,192Expenses 2017: $112,649Net Income 2017: $20,5432017Revenue 2018: $106,586Expenses 2018: $133,641Net Income 2018: -$27,0552018Revenue 2019: $107,159Expenses 2019: $113,421Net Income 2019: -$6,2622019Revenue 2020: $108,450Expenses 2020: $99,261Net Income 2020: $9,1892020Revenue 2021: $103,813Expenses 2021: $108,185Net Income 2021: -$4,3722021Revenue 2022: $158,530Expenses 2022: $109,004Net Income 2022: $49,5262022Revenue 2023: $135,147Expenses 2023: $155,193Net Income 2023: -$20,0462023Revenue 2024: $133,757Expenses 2024: $156,765Net Income 2024: -$23,0082024

Highlighted filing

2024

Revenue$133,757
Expenses$156,765
Net Income-$23,008
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 23, 2026
Return Version
2023v6.0
Mission and Program Overview

Mission

Charitable contributions to local community

Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$13,367-$13,367
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantARGENTA PRESBYTERIAN CHURCHUNRESTRICTEDPCARGENTA, IL, US$50,946
Paid GrantARGENTA UNITED METHODIST CHURCHUNRESTRICTEDPCARGENTA, IL, US$29,151
Paid GrantARGENTA-OREANA PUBLIC LIBRARYUNRESTRICTEDGOVOREANA, IL, US$28,879
Paid GrantVILLAGE OF OREANAREPLACE BASKETBALL BACKBOARDS AND REPLACE 4 PARK BENCHESGOVOREANA, IL, US$8,147
Filing and Contact Details

Filer

Filer Name
Phyllis M Winings Trust
EIN
37-6191488
Phone
2177952331
Address
110 Elm Street, Argenta, IL 62501

Signing Officer

Name
Jennifer Albright
Title
Asst. Trust Officer
Signed
2026-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
225 N Water St Suite 400, Decatur, IL 62523
Preparer
Wesley R Johnson
Phone
2174292411
Raw XML Appendix365 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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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0THE GERBER STATE BANK 110 E ELM ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARGENTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd062501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02177952331
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150946
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt229151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt328879
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0REPLACE BASKETBALL BACKBOARDS AND REPLACE 4 PARK BENCHES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VILLAGE OF OREANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARGENTA PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ARGENTA UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ARGENTA-OREANA PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0407 S VIEW PO BOX 37
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1281 N NORTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2520 W ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3211 IL-48
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OREANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ARGENTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ARGENTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OREANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd162501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd362554
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0117123
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0118926
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0220381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0118926
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0101455
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt015
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Evergreen FS
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISPOSAL OF ASSET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0679
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0679
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
TaxesSchedule/TaxesDetail/Amt022699
TaxesSchedule/TaxesDetail/CategoryTxt0Real Estate Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt022699
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ALBRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST. TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phyllis M Winings Trust
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0376191488
ReturnHeader/Filer/PhoneNum02177952331
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 Elm Street
ReturnHeader/Filer/USAddress/CityNm0Argenta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 N Water St Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Decatur
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062523
ReturnHeader/PreparerPersonGrp/PhoneNum02174292411
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wesley R Johnson
ReturnHeader/ReturnTs02026-04-23T10:54:56+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,019,466
Liabilities
$0
Net assets
$2,019,466
Revenue
$133,757
Expenses
$156,765
Net income
-$23,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.13$0.16$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.14$0.16$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.00$2.06$0.16$0.11$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.10$0.11$0.00
2020Summary only. Only limited summary data is available for this year.$2.02$0.00$2.02$0.11$0.10$0.01
2019Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.11$0.11$0.01
2018Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.11$0.13$0.03
2017Summary only. Only limited summary data is available for this year.$2.04$0.00$2.04$0.13$0.11$0.02
2016Summary only. Only limited summary data is available for this year.$2.02$0.00$2.02$0.11$0.12$0.01
2015Summary only. Only limited summary data is available for this year.$2.03$0.00$2.03$0.12$0.12$0.00
2014Summary only. Only limited summary data is available for this year.$2.03$0.00$2.03$0.12$0.12$0.00
2013Summary only. Only limited summary data is available for this year.$2.03$0.00$2.03$0.12$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.10$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.09$0.10$0.00