Civic Intelligence

Margaret Heffron Wepner Charitable Foundation

EIN 37-6242944 • Havana, IL

C/O The Havana National Bank 112 SHavana, IL 62644
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-137%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$1,067

Higher top officer pay than 83% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-1.3%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-9.9%

Faster revenue growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$100,976

Down $1,282 (-1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$100,976

Down $1,282 (-1.3%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Down

$5,492

Down $605 (-9.9%) from 2023

Expenses

Up

$13,010

Up $5,871 (+82%) from 2023

Net Income

Down

-$7,518

Down $6,476 (-621%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $100,291Liabilities 2011: $02011Assets 2012: $103,661Liabilities 2012: $02012Assets 2013: $99,958Liabilities 2013: $02013Assets 2014: $100,412Liabilities 2014: $02014Assets 2015: $100,388Liabilities 2015: $02015Assets 2019: $107,223Liabilities 2019: $02019Assets 2020: $105,007Liabilities 2020: $0Net Assets 2020: $105,0072020Assets 2021: $108,093Liabilities 2021: $0Net Assets 2021: $108,0932021Assets 2022: $98,715Liabilities 2022: $0Net Assets 2022: $98,7152022Assets 2023: $102,258Liabilities 2023: $0Net Assets 2023: $102,2582023Assets 2024: $100,976Liabilities 2024: $0Net Assets 2024: $100,9762024

Latest loaded filing

2024

Assets$100,976
Liabilities$0
Net Assets$100,976
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2011: $4,092Expenses 2011: $4,520Net Income 2011: -$4282011Revenue 2012: $4,407Expenses 2012: $1,493Net Income 2012: $2,9142012Revenue 2013: $4,429Expenses 2013: $7,964Net Income 2013: -$3,5352013Revenue 2014: $3,900Expenses 2014: $3,915Net Income 2014: -$152014Revenue 2015: $4,129Expenses 2015: $4,144Net Income 2015: -$152015Revenue 2019: $7,799Expenses 2019: $15,843Net Income 2019: -$8,0442019Revenue 2020: $7,073Expenses 2020: $7,586Net Income 2020: -$5132020Revenue 2021: $7,033Expenses 2021: $2,089Net Income 2021: $4,9442021Revenue 2022: $7,534Expenses 2022: $17,523Net Income 2022: -$9,9892022Revenue 2023: $6,097Expenses 2023: $7,139Net Income 2023: -$1,0422023Revenue 2024: $5,492Expenses 2024: $13,010Net Income 2024: -$7,5182024

Latest loaded filing

2024

Revenue$5,492
Expenses$13,010
Net Income-$7,518
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.13$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.06$0.07$0.01
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.99$0.00$0.99$0.08$0.18$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.07$0.02$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.07$0.08$0.01
2019Summary only. Only limited summary data is available for this year.$1.07$0.00$0.08$0.16$0.08
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$0.04$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.04$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.04$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.04$0.01$0.03
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.04$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 16, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$1,067-$1,067
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMASON DISTRICT HOSPITALCHARITABLE-HAVANA, IL, US$2,888
Filing and Contact Details

Filer

Filer Name
Margaret Heffron Wepner Charitable Foundation
EIN
37-6242944
Phone
3095433361
Address
C/O THE HAVANA NATIONAL BANK 112 S, HAVANA, IL 62644

Signing Officer

Name
Charles Slagle
Title
Trust Officer
Phone
3095433361
Signed
2026-03-16

Preparer

Firm
Perbix & Morgan
Address
115 S ORANGE ST, HAVANA, IL 62644
Preparer
Steven B Morgan
Phone
3095433354
Raw XML Appendix310 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.

Path#Value
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2S AND P INDEX FUND
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS AND PERSONAL RECOMMENDATION FORMS AVAILABLE FROM TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE HAVANA NATIONAL BANK TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03095433361
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0112 S ORANGE ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HAVANA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd062644
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE FIELD-NURSING EDUCATION GRANTS. RESIDENTS OF FULTON AND MASON COUNTIES, IL AND MUST PRACTICE 2 YEARS FOR YEAR EACH ONE YEAR OF SCHOLARSHIP.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02888
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MASON DISTRICT HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HAVANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062644
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02888
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/AppliedToCurrentYearAmt04563
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03835
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04563
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03835
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0372
OtherDecreasesSchedule/OtherDecreasesDetail/Amt063
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt0151
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0151
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Slagle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03095433361
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET HEFFRON WEPNER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0376242944
ReturnHeader/Filer/PhoneNum03095433361
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE HAVANA NATIONAL BANK 112 S
ReturnHeader/Filer/USAddress/CityNm0HAVANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062644
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822699027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERBIX & MORGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S ORANGE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAVANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062644
ReturnHeader/PreparerPersonGrp/PhoneNum03095433354
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven B Morgan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-24T10:59:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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