Civic Intelligence

Arthur L Fogleman Trust

990 • Fiscal year 2022 • EIN 37-6223217

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization ProfileN/A
PO Box 448Litchfield, IL 62056

(217) 324-3935

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

38th percentile

1.0%

Higher net margin than 38% 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

53rd percentile

2.3%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

55th percentile

9.4%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,480,824

Up $33,861 (+2.3%) from 2021

Net Assets

Up

$1,480,824

Up $33,861 (+2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin38th percentile

Revenue

Up

$224,082

Up $19,186 (+9.4%) from 2021

Expenses

Up

$221,931

Up $10,765 (+5.1%) from 2021

Net Income

Up

$2,151

Up $8,421 (+134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,434,172Liabilities 2011: $0Net Assets 2011: $1,434,1722011Assets 2012: $1,450,986Liabilities 2012: $0Net Assets 2012: $1,450,9862012Assets 2013: $1,461,201Liabilities 2013: $0Net Assets 2013: $1,461,2012013Assets 2014: $1,450,759Liabilities 2014: $0Net Assets 2014: $1,450,7592014Assets 2015: $1,570,845Liabilities 2015: $0Net Assets 2015: $1,570,8452015Assets 2016: $1,544,650Liabilities 2016: $0Net Assets 2016: $1,544,6502016Assets 2017: $1,555,165Liabilities 2017: $0Net Assets 2017: $1,555,1652017Assets 2018: $1,587,010Liabilities 2018: $0Net Assets 2018: $1,587,0102018Assets 2019: $1,529,454Liabilities 2019: $0Net Assets 2019: $1,529,4542019Assets 2020: $1,453,233Liabilities 2020: $0Net Assets 2020: $1,453,2332020Assets 2021: $1,446,963Liabilities 2021: $0Net Assets 2021: $1,446,9632021Assets 2022: $1,480,824Liabilities 2022: $0Net Assets 2022: $1,480,8242022Assets 2023: $1,487,400Liabilities 2023: $0Net Assets 2023: $1,487,4002023Assets 2024: $1,479,828Liabilities 2024: $0Net Assets 2024: $1,479,8282024

Highlighted filing

2022

Assets$1,480,824
Liabilities$0
Net Assets$1,480,824
Open 2022 Filing

Operations Trend

Revenue Growth55th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $714,755Expenses 2011: $135,603Net Income 2011: $579,1522011Revenue 2012: $209,681Expenses 2012: $192,866Net Income 2012: $16,8152012Revenue 2013: $214,842Expenses 2013: $204,630Net Income 2013: $10,2122013Revenue 2014: $215,721Expenses 2014: $226,165Net Income 2014: -$10,4442014Revenue 2015: $346,441Expenses 2015: $226,355Net Income 2015: $120,0862015Revenue 2016: $217,130Expenses 2016: $243,325Net Income 2016: -$26,1952016Revenue 2017: $163,662Expenses 2017: $153,147Net Income 2017: $10,5152017Revenue 2018: $183,809Expenses 2018: $151,964Net Income 2018: $31,8452018Revenue 2019: $126,441Expenses 2019: $183,997Net Income 2019: -$57,5562019Revenue 2020: $123,201Expenses 2020: $199,422Net Income 2020: -$76,2212020Revenue 2021: $204,896Expenses 2021: $211,166Net Income 2021: -$6,2702021Revenue 2022: $224,082Expenses 2022: $221,931Net Income 2022: $2,1512022Revenue 2023: $237,335Expenses 2023: $230,759Net Income 2023: $6,5762023Revenue 2024: $236,223Expenses 2024: $243,795Net Income 2024: -$7,5722024

Highlighted filing

2022

Revenue$224,082
Expenses$221,931
Net Income$2,151
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Gross Receipts
$487,537
Mission and Program Overview

Mission

Educational Scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,446,963$1,480,824▲ $33,861
Land, Buildings, and Equipment, Net$648,290$648,290→ $0
Investments Other Securities$361,003$605,525▲ $244,522
Cash and Non-Interest-Bearing Accounts$437,670$227,009▼ $210,661
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,446,963$1,480,824▲ $33,861
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,446,963$1,480,824▲ $33,861
Total Liabilities and Net Assets / Fund Balance$1,446,963$1,480,824▲ $33,861

Asset Categories

AssetBook ValueDepreciationBasis
Land$648,290--
Other Securities$239,213--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26,199
Other Revenue
$197,883
Change in Net Assets
$2,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$204,000
Other Expenses$17,931
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$204,000--$204,000
Fees for Services Other-$17,931-$17,931
Total Functional Expenses$204,000$17,931$0$221,931
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Bank & Trust Co. 401 N. Madison P.O. Box 410 Litchfield, IL 62056 Bank & Trust Co. manages day to day investments within the trust.”

Form 990, Part VI, Section B, line 11B

“The 990 is provided to the trustee for review and signature prior to filing.”

Form 990, Part VI, Section B, line 12C

“Annual conflict of interest document filled out by all Board members and kept on file. Required by Montgomery County, IL.”

Form 990, Part VI, Section C, line 19

“The trust tax returns are available to the public upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Litchfield School District - 601 South State Street, Litchfield, IL 62056.”

Filing and Contact Details

Filer

Filer Name
Arthur L Fogleman Trust UWill
EIN
37-6223217
Phone
2173243935
Address
PO Box 448, Litchfield, IL 62056

Signing Officer

Name
Dr Greggory Fuerstenau
Title
Superintendent
Phone
2173243935
Signed
2023-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Greggory Fuerstenau
Formed
1993
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Kerber Eck & Braeckel LLP
Address
One South Memorial Dr Ste 900, Saint Louis, MO 63102
Preparer
Jennifer Zipprich CPA
Phone
3142316232
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Tornado Damage Claims 28,710. 2022 Scholarship Check Re-issued 2/6/23 3,000.”

Raw XML Appendix399 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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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0815603
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0801808
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt028118
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt027642
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0376014017
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0204000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Litchfield Community Unit School District #12
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0204000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/LandGrp/BookValueAmt0648290
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0648290
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010131
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt149955
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2306226
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3239213
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Mutual Funds
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Corporate Bonds & Notes
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Preferred Stock
IRS990ScheduleD/OtherSecuritiesGrp/Desc3U.S. Treasury Note
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0648290
IRS990ScheduleD/TotalBookValueSecuritiesAmt0605525
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0204000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Educational scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt068
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization receives GPA (grade point average) reports from the recipient's school annually which verifies they are attending school and maintaining the grades to be able to renew their scholarship.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank & Trust Co. 401 N. Madison P.O. Box 410 Litchfield, IL 62056 Bank & Trust Co. manages day to day investments within the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is provided to the trustee for review and signature prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual conflict of interest document filled out by all Board members and kept on file. Required by Montgomery County, IL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The trust tax returns are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Litchfield School District - 601 South State Street, Litchfield, IL 62056.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tornado Damage Claims 28,710. 2022 Scholarship Check Re-issued 2/6/23 3,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01446963
IRS990/TotalAssetsEOYAmt01480824
IRS990/TotalAssetsGrp/BOYAmt01446963
IRS990/TotalAssetsGrp/EOYAmt01480824
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017931
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221931
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01446963
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01480824
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0204000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0224082
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0224082
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01446963
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01480824
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0Litchfield Community Unit School
IRS990/USAddress/AddressLine2Txt0District 12 1702 N State St
IRS990/USAddress/CityNm0Litchfield
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062056
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Dr Greggory Fuerstenau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Superintendent
ReturnHeader/BusinessOfficerGrp/PhoneNum02173243935
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Arthur L Fogleman Trust UWill
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0376223217
ReturnHeader/Filer/PhoneNum02173243935
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 448
ReturnHeader/Filer/USAddress/CityNm0Litchfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062056
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430352985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kerber Eck & Braeckel LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One South Memorial Dr Ste 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063102
ReturnHeader/PreparerPersonGrp/PhoneNum03142316232
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Zipprich CPA
ReturnHeader/ReturnTs02023-05-22T14:46:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dr
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Greggory Fuerstenau
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,480,824
Liabilities
$0
Net assets
$1,480,824
Revenue
$224,082
Expenses
$221,931
Net income
$2,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.24$0.24$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.24$0.23$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.22$0.22$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.20$0.21$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.12$0.20$0.08
2019Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.13$0.18$0.06
2018Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$0.18$0.15$0.03
2017Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.16$0.15$0.01
2016Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.22$0.24$0.03
2015Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.35$0.23$0.12
2014Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.22$0.23$0.01
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$1.46$0.21$0.20$0.01
2012Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.21$0.19$0.02
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.71$0.14$0.58