Civic Intelligence

Arthur a and Bessie E Perry Memorial Trust

990PF • Fiscal year 2023 • EIN 37-6297420

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization Profile
PO Box 529Mattoon, IL 61938

(314) 818-6571

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-499%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$7,183

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 57.4% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-67%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$492,832

Down $62,450 (-11%) from 2022

Net Assets

Down

$492,832

Down $62,450 (-11%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin3rd percentile

Revenue

Down

$12,513

Down $25,016 (-67%) from 2022

Expenses

Up

$74,963

Up $37,877 (+102%) from 2022

Net Income

Down

-$62,450

Down $62,893 (-14197%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2012: $595,713Liabilities 2012: $02012Assets 2013: $585,748Liabilities 2013: $02013Assets 2014: $602,219Liabilities 2014: $02014Assets 2015: $591,667Liabilities 2015: $02015Assets 2016: $571,234Liabilities 2016: $02016Assets 2020: $555,641Liabilities 2020: $02020Assets 2021: $554,839Liabilities 2021: $1Net Assets 2021: $554,8392021Assets 2022: $555,282Liabilities 2022: $1Net Assets 2022: $555,2822022Assets 2023: $492,832Liabilities 2023: $1Net Assets 2023: $492,8322023Assets 2024: $510,112Liabilities 2024: $1Net Assets 2024: $510,1122024Assets 2025: $462,289Liabilities 2025: $0Net Assets 2025: $462,2892025

Highlighted filing

2023

Assets$492,832
Liabilities$1
Net Assets$492,832
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$50K$0-$50K-$100KRevenue 2012: $28,397Expenses 2012: $34,574Net Income 2012: -$6,1772012Revenue 2013: $25,056Expenses 2013: $35,021Net Income 2013: -$9,9652013Revenue 2014: $51,698Expenses 2014: $35,227Net Income 2014: $16,4712014Revenue 2015: $26,430Expenses 2015: $36,982Net Income 2015: -$10,5522015Revenue 2016: $14,724Expenses 2016: $35,157Net Income 2016: -$20,4332016Revenue 2020: $17,295Expenses 2020: $34,088Net Income 2020: -$16,7932020Revenue 2021: $9,509Expenses 2021: $10,311Net Income 2021: -$8022021Revenue 2022: $37,529Expenses 2022: $37,086Net Income 2022: $4432022Revenue 2023: $12,513Expenses 2023: $74,963Net Income 2023: -$62,4502023Revenue 2024: $27,306Expenses 2024: $10,026Net Income 2024: $17,2802024Revenue 2025: $404Expenses 2025: $48,227Net Income 2025: -$47,8232025

Highlighted filing

2023

Revenue$12,513
Expenses$74,963
Net Income-$62,450
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,183-$7,183
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSARAH BUSH LINCOLN HEALTH SYSTEMORGANIZATION OPERATING EXPENSES501(C)(3)MATTOON, IL, US$63,000
Filing and Contact Details

Filer

Filer Name
Arthur & Bessie Perry Mem Trust
EIN
37-6297420
Phone
3148186571
Address
PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
First Mid Wealth Mgmt Co Truste
Title
Trustee
Phone
2172580459
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Doehring Winders & Co Llp
Address
1601 LAFAYETTE AVE, MATTOON, IL 61938-3925
Preparer
Robert E Arnholt CPA
Phone
2172350377
Raw XML Appendix270 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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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06813
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06813
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt06126
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt031245
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt12315
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST MID WEALTH MGMT CO TRUSTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02172580459
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTHUR & BESSIE PERRY MEM TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST MID WEALTH MGMT COTRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0376297420
ReturnHeader/Filer/PhoneNum03148186571
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 529
ReturnHeader/Filer/USAddress/CityNm0MATTOON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061938
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371206717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOEHRING WINDERS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 LAFAYETTE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTOON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0619383925
ReturnHeader/PreparerPersonGrp/PhoneNum02172350377
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E ARNHOLT CPA
ReturnHeader/ReturnTs02023-11-08T15:45:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NEAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TASCH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,832
Liabilities
$1
Net assets
$492,832
Revenue
$12,513
Expenses
$74,963
Net income
-$62,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.00$0.48$0.48
2024Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.27$0.10$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.13$0.75$0.62
2022Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.38$0.37$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.10$0.10$0.01
2020Summary only. Only limited summary data is available for this year.$5.56$0.00$0.17$0.34$0.17
2016Summary only. Only limited summary data is available for this year.$5.71$0.00$0.15$0.35$0.20
2015Summary only. Only limited summary data is available for this year.$5.92$0.00$0.26$0.37$0.11
2014Summary only. Only limited summary data is available for this year.$6.02$0.00$0.52$0.35$0.16
2013Summary only. Only limited summary data is available for this year.$5.86$0.00$0.25$0.35$0.10
2012Summary only. Only limited summary data is available for this year.$5.96$0.00$0.28$0.35$0.06