Civic Intelligence

Barbara Mettler Personal Trust

EIN 37-6315596 • Champaign, IL

2101 Windsor Place 2Champaign, IL 61820
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-7435%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$15,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

<$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

19th percentile

-45%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2022

Assets

Down

$0

Down $2,822,451 (-100%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Net Assets

Down

$0

Down $2,822,451 (-100%) from 2020

Revenue

Down

$38,620

Down $87,563 (-69%) from 2020

Expenses

Up

$2,910,079

Up $2,759,868 (+1837%) from 2020

Net Income

Down

-$2,871,459

Down $2,847,431 (-11850%) from 2020

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,556,815Liabilities 2011: $122Net Assets 2011: $1,556,6932011Assets 2012: $1,414,976Liabilities 2012: $119Net Assets 2012: $1,414,8572012Assets 2013: $1,360,873Liabilities 2013: $559Net Assets 2013: $1,360,3142013Assets 2014: $2,820,666Liabilities 2014: $02014Assets 2015: $2,816,434Liabilities 2015: $02015Assets 2017: $2,904,961Liabilities 2017: $0Net Assets 2017: $2,904,9612017Assets 2018: $2,831,206Liabilities 2018: $0Net Assets 2018: $2,831,2062018Assets 2019: $2,844,899Liabilities 2019: $1Net Assets 2019: $2,844,8992019Assets 2020: $2,822,451Liabilities 2020: $1Net Assets 2020: $2,822,4512020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $208,0382011Expenses 2012: $207,3392012Revenue 2013: $103,066Expenses 2013: $157,609Net Income 2013: -$54,5432013Revenue 2014: $1,594,710Expenses 2014: $134,358Net Income 2014: $1,460,3522014Revenue 2015: $153,948Expenses 2015: $158,180Net Income 2015: -$4,2322015Revenue 2017: $237,400Expenses 2017: $168,351Net Income 2017: $69,0492017Revenue 2018: $113,643Expenses 2018: $185,663Net Income 2018: -$72,0202018Revenue 2019: $150,792Expenses 2019: $143,127Net Income 2019: $7,6652019Revenue 2020: $126,183Expenses 2020: $150,211Net Income 2020: -$24,0282020Revenue 2022: $38,620Expenses 2022: $2,910,079Net Income 2022: -$2,871,4592022

Highlighted filing

2022

Revenue$38,620
Expenses$2,910,079
Net Income-$2,871,459

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 14, 2023
Return Version
2022v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT COCHRANTrustee-$3,000-$3,000
SHAYLA MAATUKADirector-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Mettler Personal Trust
EIN
37-6315596
Phone
2173370700
Address
2101 WINDSOR PLACE 2, CHAMPAIGN, IL 61820

Signing Officer

Name
Shayla Maatuka
Title
Director
Phone
2173370700
Signed
2023-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Kemper CPA Group Llp
Address
1701 BROADMOOR DRIVE STE 200, CHAMPAIGN, IL 61821
Preparer
Jason Shaw
Phone
2173512073
Raw XML Appendix338 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0535
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0268
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0METTLER STUDIOS INC (86-0316910)
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt03046238
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0MORGAN STANLEY INVESTMENT ACCOUNT CONTAINING STOCKS, BONDS, AND CASHCASH - $98,361.09PUBLICLY TRADED SCURITIES - $2,788,081 AT COST, $2,934,812.53 AT FMVACCRUED INTEREST - $13,064.02THESE ASSETS REPRESENT AN ENTIRE LIQUIDATION OF THE BARBARA METTLER PERSONAL TRUST.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt02101 WINDSOR PLACE STE 2
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CALL AB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CALL XOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CALL IBM1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CALL SO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CALL PM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PUT PM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CALL AB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PUT PFG
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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/IndividualWithBooksNm0SHAYLA MAATUKA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02101 WINDSOR PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHAMPAIGN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02173370700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02900956
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT AND TRANSFEREE OF LIQUIDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0METTLER STUDIOS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03131 N CHERRY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TUCSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085719
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02900956
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/AppliedToCurrentYearAmt043679
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0138024
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02719253
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02719253
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02900956
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02719253
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02719253
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0138024
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05588
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WERE TRANSFERRED THRU 4/30/2022, TO METTLER STUDIOS, INC, A 501(C)(3) , PRIVATE OPERATING FOUNDATION AS DESCRIBED IN SECTION 4942(J)(3).
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010573
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TRUST ACCOUNT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02278
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONCASH ADJUSTMENTS TO COST
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAYLA MAATUKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02173370700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA METTLER PERSONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0376315596
ReturnHeader/Filer/PhoneNum02173370700
ReturnHeader/Filer/USAddress/AddressLine1Txt02101 WINDSOR PLACE 2
ReturnHeader/Filer/USAddress/CityNm0CHAMPAIGN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061820
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 BROADMOOR DRIVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAMPAIGN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061821
ReturnHeader/PreparerPersonGrp/PhoneNum02173512073
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON SHAW
ReturnHeader/ReturnTs02023-03-15T18:02:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAYLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAATUKA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02022

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