Civic Intelligence

Zelma Turley Trust

990PF • Fiscal year 2017 • EIN 37-6250107

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
130 North Water StreetDecatur, IL 62523

(217) 425-8285

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$6,255

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

100th percentile

2597%

Faster asset growth than 100% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

2209%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,403,837

Up $4,240,549 (+2597%) from 2016

Net Assets

Up

$4,403,837

Up $4,240,549 (+2597%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$3,785,831

Up $3,621,876 (+2209%) from 2016

Expenses

Up

$318,402

Up $26,462 (+9.1%) from 2016

Net Income

Up

$3,467,429

Up $3,595,414 (+2809%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $484,315Liabilities 2010: $0Net Assets 2010: $484,3152010Assets 2011: $489,118Liabilities 2011: $0Net Assets 2011: $489,1182011Assets 2012: $490,901Liabilities 2012: $0Net Assets 2012: $490,9012012Assets 2013: $498,590Liabilities 2013: $1Net Assets 2013: $498,5902013Assets 2014: $532,732Liabilities 2014: $1Net Assets 2014: $532,7322014Assets 2015: $290,550Liabilities 2015: $02015Assets 2016: $163,288Liabilities 2016: $0Net Assets 2016: $163,2882016Assets 2017: $4,403,837Liabilities 2017: $0Net Assets 2017: $4,403,8372017Assets 2019: $3,020,473Liabilities 2019: $1Net Assets 2019: $3,020,4732019Assets 2020: $2,954,331Liabilities 2020: $1Net Assets 2020: $2,954,3312020Assets 2021: $3,032,215Liabilities 2021: $1Net Assets 2021: $3,032,2152021Assets 2022: $2,963,500Liabilities 2022: $1Net Assets 2022: $2,963,5002022Assets 2023: $2,936,836Liabilities 2023: $12023Assets 2024: $2,882,302Liabilities 2024: $0Net Assets 2024: $2,882,3022024

Highlighted filing

2017

Assets$4,403,837
Liabilities$0
Net Assets$4,403,837
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $188,3082010Expenses 2011: $293,9632011Expenses 2012: $260,3742012Revenue 2013: $220,077Expenses 2013: $212,388Net Income 2013: $7,6892013Revenue 2014: $214,722Expenses 2014: $180,343Net Income 2014: $34,3792014Revenue 2015: $175,645Expenses 2015: $418,547Net Income 2015: -$242,9022015Revenue 2016: $163,955Expenses 2016: $291,940Net Income 2016: -$127,9852016Revenue 2017: $3,785,831Expenses 2017: $318,402Net Income 2017: $3,467,4292017Revenue 2019: $104,835Expenses 2019: $213,997Net Income 2019: -$109,1622019Revenue 2020: $58,035Expenses 2020: $124,638Net Income 2020: -$66,6032020Revenue 2021: $182,555Expenses 2021: $104,762Net Income 2021: $77,7932021Revenue 2022: $77,856Expenses 2022: $147,349Net Income 2022: -$69,4932022Revenue 2023: $126,930Expenses 2023: $154,564Net Income 2023: -$27,6342023Revenue 2024: $177,743Expenses 2024: $233,485Net Income 2024: -$55,7422024

Highlighted filing

2017

Revenue$3,785,831
Expenses$318,402
Net Income$3,467,429
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANK TRUSTTrustee-$6,255-$6,255
Filing and Contact Details

Filer

Filer Name
Zelma Turley Trust
EIN
37-6250107
Phone
2174258285
Address
130 NORTH WATER STREET, DECATUR, IL 62523

Signing Officer

Name
Erin Wyngaard
Title
Trust Officer
Phone
2174258285
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
132 S WATER STREET SUITE 300, DECATUR, IL 62523
Preparer
David W White
Phone
2174236000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EXPEDITORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FISERV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GENTEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GOOGLE INC CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26LOWES COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27LYONDELLBASELL INDUSTRIES N V SHS CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MASTERCARD INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MCKESSON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NUCOR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34OMNICOM GROUP INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PENTAIR PLC SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PFIZER INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40RAYTHEON CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SCHLUMBERGER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VALERO ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STARBUCKS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BIOGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CELGENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58EXPRESS SCRIPTS HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TARGET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TWENTY-FIRST CENTY FOX INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62BRIGHTHOUSE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SCHWAB (CHARLES) CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JOHNSON CONTROLS INTERNATIONAL PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67QUALCOMM INC
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0358446
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1135425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt269053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt354060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt453658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5127910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6135409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt732858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt833726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt98831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt109869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11133980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1210859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt139901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1466606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1581066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1694011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17202800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18128417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1994306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2069053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR EMERGING MULTI STYLE FD CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AQR FUNDS STYLE PREMIA ALTERNATIVE FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BROOKFIELD GLB LISTD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4COHEN & STEERS GLB INFR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GMO INT'L OPP EQUITY ALLOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GOLDMAN SACHS TR EM MKT DEBT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES TR RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8LSV SAMLL CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD INTERMEDIATE-TERM CORPORATE BOND EFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD SHORT-TERM CORPORATE EFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD SHORT-TERM GOVERNMENT BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14CONGRESS MID CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DFA EMERGING MARKETS SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16WILLIAM BLAIR EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DFA INTERNATIONAL CORE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F-3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND CLASS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20GMO SGM MAJOR MARKETS FUND CLASS III FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1128309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt269053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt355080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt451989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5127428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6137103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt735218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt833713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt98914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt109735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11133427
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1582723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1696970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17208148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18126477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1994211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2069118
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01810
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03600510
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06255
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06255
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0263123
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037991

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,403,837
Liabilities
$0
Net assets
$4,403,837
Revenue
$3,785,831
Expenses
$318,402
Net income
$3,467,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.18$0.23$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$0.13$0.15$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.08$0.15$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.18$0.10$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.06$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.10$0.21$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$3.79$0.32$3.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.16$0.29$0.13
2015Summary only. Only limited summary data is available for this year.$0.29$0.00$0.18$0.42$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.21$0.18$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.22$0.21$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.26
2011Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.29
2010Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.19