Civic Intelligence

Arthur a and Bessie E Perry Memorial Trust

990PF • Fiscal year 2024 • EIN 37-6297420

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

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

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

Higher debt load relative to revenue than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$7,304

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

118%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$510,112

Up $17,280 (+3.5%) from 2023

Net Assets

Up

$510,112

Up $17,280 (+3.5%) from 2023

Liabilities

Flat

$1

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin93rd percentile

Revenue

Up

$27,306

Up $14,793 (+118%) from 2023

Expenses

Down

$10,026

Down $64,937 (-87%) from 2023

Net Income

Up

$17,280

Up $79,730 (+128%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2024

Assets$510,112
Liabilities$1
Net Assets$510,112
Open 2024 Filing

Operations Trend

Revenue Growth90th 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

2024

Revenue$27,306
Expenses$10,026
Net Income$17,280
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,304-$7,304
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
2024-11-12
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 Appendix258 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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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/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E ARNHOLT CPA
ReturnHeader/ReturnTs02024-11-13T14:39:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$510,112
Liabilities
$1
Net assets
$510,112
Revenue
$27,306
Expenses
$10,026
Net income
$17,280
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
Peer Organizations

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