Civic Intelligence

William E & Myrtle a Jones Scholarship Trust

990PF • Fiscal year 2024 • EIN 37-6298727

May 01, 2023 to Apr 30, 2024 • Filed on Oct 30, 2024

Organization Profile
1515 Charleston Ave PO Box 529Mattoon, IL 61938

(217) 258-0633

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

10th percentile

-62%

Higher net margin than 10% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$3,207

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-3.0%

Faster asset growth than 41% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

250%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$206,082

Down $6,353 (-3.0%) from 2023

Net Assets

Down

$206,082

Down $6,353 (-3.0%) from 2023

Liabilities

Flat

$1

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Up

$10,211

Up $7,294 (+250%) from 2023

Expenses

Up

$16,564

Up $137 (+0.8%) from 2023

Net Income

Up

-$6,353

Up $7,157 (+53%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2011: $269,262Liabilities 2011: $0Net Assets 2011: $269,2622011Assets 2012: $266,320Liabilities 2012: $0Net Assets 2012: $266,3202012Assets 2013: $260,446Liabilities 2013: $1Net Assets 2013: $260,4462013Assets 2014: $258,832Liabilities 2014: $1Net Assets 2014: $258,8322014Assets 2015: $264,358Liabilities 2015: $1Net Assets 2015: $264,3582015Assets 2016: $254,263Liabilities 2016: $1Net Assets 2016: $254,2632016Assets 2017: $260,361Liabilities 2017: $0Net Assets 2017: $260,3612017Assets 2018: $259,170Liabilities 2018: $0Net Assets 2018: $259,1702018Assets 2019: $252,420Liabilities 2019: $0Net Assets 2019: $252,4202019Assets 2020: $244,056Liabilities 2020: $1Net Assets 2020: $244,0562020Assets 2021: $231,521Liabilities 2021: $1Net Assets 2021: $231,5212021Assets 2022: $225,945Liabilities 2022: $1Net Assets 2022: $225,9452022Assets 2023: $212,435Liabilities 2023: $1Net Assets 2023: $212,4352023Assets 2024: $206,082Liabilities 2024: $1Net Assets 2024: $206,0822024Assets 2025: $193,750Liabilities 2025: $0Net Assets 2025: $193,7502025

Highlighted filing

2024

Assets$206,082
Liabilities$1
Net Assets$206,082
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$40K$20K$0-$20KExpenses 2011: $13,4262011Expenses 2012: $16,7302012Revenue 2013: $10,592Expenses 2013: $16,466Net Income 2013: -$5,8742013Revenue 2014: $15,179Expenses 2014: $16,793Net Income 2014: -$1,6142014Revenue 2015: $22,310Expenses 2015: $16,784Net Income 2015: $5,5262015Revenue 2016: $6,957Expenses 2016: $17,052Net Income 2016: -$10,0952016Revenue 2017: $22,392Expenses 2017: $16,294Net Income 2017: $6,0982017Revenue 2018: $15,010Expenses 2018: $16,201Net Income 2018: -$1,1912018Revenue 2019: $9,622Expenses 2019: $16,372Net Income 2019: -$6,7502019Revenue 2020: $7,504Expenses 2020: $15,868Net Income 2020: -$8,3642020Revenue 2021: $3,208Expenses 2021: $15,743Net Income 2021: -$12,5352021Revenue 2022: $22,088Expenses 2022: $27,664Net Income 2022: -$5,5762022Revenue 2023: $2,917Expenses 2023: $16,427Net Income 2023: -$13,5102023Revenue 2024: $10,211Expenses 2024: $16,564Net Income 2024: -$6,3532024Revenue 2025: $6,233Expenses 2025: $18,565Net Income 2025: -$12,3322025

Highlighted filing

2024

Revenue$10,211
Expenses$16,564
Net Income-$6,353
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MID WEALTH MANAGEMENTTrustee-$3,207-$3,207
Filing and Contact Details

Filer

Filer Name
William E & Myrtle a Jones Scholar Trust
EIN
37-6298727
Phone
2172580633
Address
1515 CHARLESTON AVE PO BOX 529, MATTOON, IL 61938

Signing Officer

Name
Laura Reichart
Title
Trust Officer
Phone
2172580633
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
West & Company LLC
Address
1009 S HAMILTON, SULLIVAN, IL 61951
Preparer
James L Russell
Phone
2177284307
Raw XML Appendix344 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIRST MID WEALTH MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01515 CHARLESTON AVE
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/PhoneNum02172580633
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/FormAndInfoAndMaterialsTxt0TRANSCRIPT, ESTIMATED EDUCATIONAL EXPENSES AND FINANCIAL DATA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WINDSOR HIGH SCHOOL SCHOLARSHIP COM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02174592636
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01424 MINNESOTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINDSOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd061957
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0INDIVIDUAL MUST BE A GRADUATE OF WINDSOR HIGH SCHOOL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE STATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS AWARDED TO FURTHER HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WINDSOR HIGH SCHOOL SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01424 MINNESOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WINDSOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061957
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011116
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03140
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01448
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012808
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01692
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03140
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01448
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1107
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1107
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA REICHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02172580633
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E & MYRTLE A JONES SCHOLAR TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST MID WEALTH MANAGEMENT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0376298727
ReturnHeader/Filer/PhoneNum02172580633
ReturnHeader/Filer/USAddress/AddressLine1Txt01515 CHARLESTON AVE PO BOX 529
ReturnHeader/Filer/USAddress/CityNm0MATTOON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061938
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370980065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEST & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01009 S HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SULLIVAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061951
ReturnHeader/PreparerPersonGrp/PhoneNum02177284307
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L RUSSELL
ReturnHeader/ReturnTs02024-10-30T15:06:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
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
$206,082
Liabilities
$1
Net assets
$206,082
Revenue
$10,211
Expenses
$16,564
Net income
-$6,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.06$0.19$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.10$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.03$0.16$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.22$0.28$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.03$0.16$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.08$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.10$0.16$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.15$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.22$0.16$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.07$0.17$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.22$0.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.15$0.17$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.11$0.16$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13