Civic Intelligence

Anna B Welch Memorial Trust

EIN 37-6284353 • Mattoon, IL

PO Box 529Mattoon, IL 61938
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

11th percentile

-39%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$16,965

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

28th percentile

-2.6%

Faster asset growth than 28% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

15th percentile

-20%

Faster revenue growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,115,153

Down $29,193 (-2.6%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Down

$1,115,153

Down $29,193 (-2.6%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin11th percentile

Revenue

Down

$78,080

Down $19,794 (-20%) from 2024

Expenses

Down

$108,773

Down $6,622 (-5.7%) from 2024

Net Income

Down

-$30,693

Down $13,172 (-75%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,433,614Liabilities 2012: $02012Assets 2013: $1,375,703Liabilities 2013: $1Net Assets 2013: $1,375,7032013Assets 2014: $1,371,119Liabilities 2014: $1Net Assets 2014: $1,371,1192014Assets 2015: $1,412,507Liabilities 2015: $1Net Assets 2015: $1,412,5072015Assets 2016: $1,382,395Liabilities 2016: $1Net Assets 2016: $1,382,3952016Assets 2017: $1,354,050Liabilities 2017: $0Net Assets 2017: $1,354,0502017Assets 2018: $1,391,577Liabilities 2018: $0Net Assets 2018: $1,391,5772018Assets 2019: $1,353,081Liabilities 2019: $0Net Assets 2019: $1,353,0812019Assets 2020: $1,290,882Liabilities 2020: $1Net Assets 2020: $1,290,8822020Assets 2021: $1,243,845Liabilities 2021: $1Net Assets 2021: $1,243,8452021Assets 2022: $1,211,948Liabilities 2022: $1Net Assets 2022: $1,211,9482022Assets 2023: $1,157,205Liabilities 2023: $1Net Assets 2023: $1,157,2052023Assets 2024: $1,144,346Liabilities 2024: $1Net Assets 2024: $1,144,3462024Assets 2025: $1,115,153Liabilities 2025: $0Net Assets 2025: $1,115,1532025

Highlighted filing

2025

Assets$1,115,153
Liabilities$0
Net Assets$1,115,153
Open 2025 Filing

Operations Trend

Revenue Growth15th percentile

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

$200K$100K$0-$100KRevenue 2012: $104,352Expenses 2012: $118,135Net Income 2012: -$13,7832012Revenue 2013: $62,012Expenses 2013: $122,923Net Income 2013: -$60,9112013Revenue 2014: $102,774Expenses 2014: $113,608Net Income 2014: -$10,8342014Revenue 2015: $149,941Expenses 2015: $116,623Net Income 2015: $33,3182015Revenue 2016: $77,834Expenses 2016: $115,322Net Income 2016: -$37,4882016Revenue 2017: $87,189Expenses 2017: $119,410Net Income 2017: -$32,2212017Revenue 2018: $154,137Expenses 2018: $120,338Net Income 2018: $33,7992018Revenue 2019: $82,116Expenses 2019: $125,676Net Income 2019: -$43,5602019Revenue 2020: $66,398Expenses 2020: $133,872Net Income 2020: -$67,4742020Revenue 2021: $74,007Expenses 2021: $125,043Net Income 2021: -$51,0362021Revenue 2022: $86,279Expenses 2022: $127,579Net Income 2022: -$41,3002022Revenue 2023: $56,886Expenses 2023: $114,260Net Income 2023: -$57,3742023Revenue 2024: $97,874Expenses 2024: $115,395Net Income 2024: -$17,5212024Revenue 2025: $78,080Expenses 2025: $108,773Net Income 2025: -$30,6932025

Highlighted filing

2025

Revenue$78,080
Expenses$108,773
Net Income-$30,693
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,115,153
Liabilities
$0
Net assets
$1,115,153
Revenue
$78,080
Expenses
$108,773
Net income
-$30,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08$0.11$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.10$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09$0.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.07$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.07$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.08$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.15$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$0.10$0.12$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 29, 2024 to Feb 28, 2025
Signed
Jul 2, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MID WEALTH MANAGEMENTTrustee-$16,965-$16,965
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AAURORA, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ACHARLESTON, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ASPRINGFIELD, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ALEXINGTON, KY, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ACHAMPAIGN, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AMATTOON, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ANORMAL, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ACHAMPAIGN, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ACHAMPAIGN, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ALEBANON, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AMEQUON, WI, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ALUBBOCK, TX, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ANORMAL, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AGREENVILLE, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AEDWARDSVILLE, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ATOWN COUNTRY, MO, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AMATTOON, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ACHARLESTON, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AMATTOON, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ACHATTANOOGA, TN, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ANORMAL, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AMATTOON, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AMATTOON, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ATERRE HAUTE, IN, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ACHAMPAIGN, IL, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/AEVANSVILLE, IN, US$3,000
Paid Grant-TO FURTHER HIGHER EDUCATIONN/ACARBONDALE, IL, US$3,000
Filing and Contact Details

Filer

Filer Name
Anna B Welch Memorial Trust
EIN
37-6284353
Phone
2172347454
Address
PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
First Mid Wealth Management
Title
Trustee
Phone
2172347454
Signed
2025-07-02
Discuss with paid preparer
Yes

Preparer

Firm
West & Company LLC
Address
613 BROADWAY AVENUE, MATTOON, IL 61938
Preparer
Alex Hagen
Phone
2172354747
Raw XML AppendixShowing 400 of 602 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PAGE 10, PART XV, QUESTION 2(D)1. THE STUDENT MUST BE A RESIDENT OF COLES OR CUMBERLAND COUNTIES FOR THE LAST FIVE YEARS.2. PREFERENCE IS GIVEN TO THOSE STUDENTS WHO ARE ENROLLED IN MEDICALLY RELATED FIELDS OF STUDY (I.E. NURSING, MEDICAL TECHNICIAN, ETC.)3. PREFERENCE IS THEN GIVEN TO APPLICANTS WHO ARE LESS FINANCIALLY ABLE TO OBTAIN A HIGHER EDUCATION.
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061938
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt21NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt22NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt23NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt24NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt25NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt26NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0347 S GLADSTONE AVE

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