Civic Intelligence

Julia Pierson Tr

990PF • Fiscal year 2022 • EIN 37-6321165

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

133 N Main Street PO Box 29Carrollton, IL 62016

(217) 942-5244

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

417%

Higher net margin than 99% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$150

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$2,621,609

Down $333,775 (-11%) from 2021

Net Assets

Down

$2,621,609

Down $333,775 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$80,076

Down $1,695,261 (-105%) from 2021

Expenses

Up

$253,699

Up $158,857 (+167%) from 2021

Net Income

Down

-$333,775

Down $1,854,118 (-122%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,817,280Liabilities 2011: $02011Assets 2012: $1,811,755Liabilities 2012: $02012Assets 2013: $1,873,559Liabilities 2013: $02013Assets 2014: $1,903,412Liabilities 2014: $02014Assets 2015: $1,876,147Liabilities 2015: $02015Assets 2017: $1,595,801Liabilities 2017: $0Net Assets 2017: $1,595,8012017Assets 2018: $1,507,127Liabilities 2018: $0Net Assets 2018: $1,507,1272018Assets 2019: $1,488,922Liabilities 2019: $0Net Assets 2019: $1,488,9222019Assets 2020: $1,435,041Liabilities 2020: $0Net Assets 2020: $1,435,0412020Assets 2021: $2,955,384Liabilities 2021: $0Net Assets 2021: $2,955,3842021Assets 2022: $2,621,609Liabilities 2022: $0Net Assets 2022: $2,621,6092022Assets 2023: $2,489,242Liabilities 2023: $0Net Assets 2023: $2,489,2422023Assets 2024: $2,652,521Liabilities 2024: $0Net Assets 2024: $2,652,5212024

Highlighted filing

2022

Assets$2,621,609
Liabilities$0
Net Assets$2,621,609

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $53,688Expenses 2011: $47,954Net Income 2011: $5,7342011Revenue 2012: $53,404Expenses 2012: $49,416Net Income 2012: $3,9882012Revenue 2013: $48,563Expenses 2013: $45,779Net Income 2013: $2,7842013Revenue 2014: $55,465Expenses 2014: $45,046Net Income 2014: $10,4192014Revenue 2015: $56,472Expenses 2015: $49,085Net Income 2015: $7,3872015Revenue 2017: $68,731Expenses 2017: $145,554Net Income 2017: -$76,8232017Revenue 2018: $92,602Expenses 2018: $181,276Net Income 2018: -$88,6742018Revenue 2019: $88,954Expenses 2019: $107,159Net Income 2019: -$18,2052019Revenue 2020: $101,368Expenses 2020: $155,249Net Income 2020: -$53,8812020Revenue 2021: $1,615,185Expenses 2021: $94,842Net Income 2021: $1,520,3432021Revenue 2022: -$80,076Expenses 2022: $253,699Net Income 2022: -$333,7752022Revenue 2023: $39,775Expenses 2023: $172,142Net Income 2023: -$132,3672023Revenue 2024: $318,414Expenses 2024: $155,135Net Income 2024: $163,2792024

Highlighted filing

2022

Revenue-$80,076
Expenses$253,699
Net Income-$333,775
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA PAINTERTrustee-$150-$150
E NEAL GILLINGHAMTrustee-$150-$150
STANLEY ROBERTSTrustee-$150-$150
Filing and Contact Details

Filer

Filer Name
Julia Pierson Trust
EIN
37-6321165
Phone
2179425244
Address
133 N MAIN STREET PO BOX 29, CARROLLTON, IL 62016

Signing Officer

Name
Stanley Roberts
Title
Trustee
Signed
2023-05-10

Preparer

Firm
Timmermann & Company Ltd
Address
105 S 4TH ST, VANDALIA, IL 62471-2809
Preparer
Dale Timmermann
Phone
6182832371
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd65AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd79AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd80AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd81AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd82AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd85AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd86AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd87AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd88AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt056162
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-137350
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01083
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BANK OF AMERICA LITIGATION
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-80076
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-80076
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0199956
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0199956
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt056162
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt056162
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-333775
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01224097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01083
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01083
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0840
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0840
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-137350
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022146
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt027431
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt027431
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0231553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0253699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt057245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-80076
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031597
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022146
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt053743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-06-23

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.32$0.16$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.04$0.17$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.08$0.25$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$1.62$0.09$1.52
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.44$0.00$1.44$0.10$0.16$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.09$0.11$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.09$0.18$0.09
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.60$0.00$1.60$0.07$0.15$0.08
2015Summary only. Only limited summary data is available for this year.$1.88$0.00$0.06$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$1.90$0.00$0.06$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$1.87$0.00$0.05$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.05$0.05$0.00
2011Summary only. Only limited summary data is available for this year.$1.82$0.00$0.05$0.05$0.01