Civic Intelligence

Anna B Welch Memorial Trust

990PF • Fiscal year 2019 • EIN 37-6284353

Mar 01, 2018 to Feb 28, 2019 • Filed on Jun 27, 2019

PO Box 529Mattoon, IL 61938

(217) 235-7454

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

10th percentile

-53%

Higher net margin than 10% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$17,958

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

26th percentile

-2.8%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,353,081

Down $38,496 (-2.8%) from 2018

Net Assets

Down

$1,353,081

Down $38,496 (-2.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$82,116

Down $72,021 (-47%) from 2018

Expenses

Up

$125,676

Up $5,338 (+4.4%) from 2018

Net Income

Down

-$43,560

Down $77,359 (-229%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$1,353,081
Liabilities$0
Net Assets$1,353,081

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$82,116
Expenses$125,676
Net Income-$43,560
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Jun 27, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MID WEALTH MANAGEMENTTrustee-$17,958-$17,958
Filing and Contact Details

Filer

Filer Name
Anna B Welch Memorial Trust
EIN
37-6284353
Phone
2172357454
Address
PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
Laura M Reichart
Title
Trustee
Phone
2172354747
Signed
2019-06-27
Discuss with paid preparer
Yes

Preparer

Firm
West & Company LLC
Address
613 BROADWAY AVE, MATTOON, IL 61938
Preparer
Alex Hagen
Phone
2172354747
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01212606
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt085001
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045635
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01751181
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01807754
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229435
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt090002
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt090495
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01515 CHARLESTON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MATTOON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061938
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST MID WEALTH MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum02172347454
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION IS AVAILABLE ON REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FIRST MID WEALTH MANAGEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02172347454
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 529
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MATTOON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd061938
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE GENERAL EXPLANATION, STATEMENT 9
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt40882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt48882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt49882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt50882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt521764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt56882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt58882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt59882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt60882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt66882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt67882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt68882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt69882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt70882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75882

Document Assets

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Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $1M-$5M nonprofits