Civic Intelligence

Julia Pierson Tr

990PF • Fiscal year 2023 • EIN 37-6321165

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-333%

Higher net margin than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$150

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

21st percentile

-5.0%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,489,242

Down $132,367 (-5.0%) from 2022

Net Assets

Down

$2,489,242

Down $132,367 (-5.0%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin3rd percentile

Revenue

Up

$39,775

Up $119,851 (+150%) from 2022

Expenses

Down

$172,142

Down $81,557 (-32%) from 2022

Net Income

Up

-$132,367

Up $201,408 (+60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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: $1Net Assets 2023: $2,489,2422023Assets 2024: $2,652,521Liabilities 2024: $0Net Assets 2024: $2,652,5212024

Highlighted filing

2023

Assets$2,489,242
Liabilities$1
Net Assets$2,489,242
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$39,775
Expenses$172,142
Net Income-$132,367
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA PAINTERTrustee-$150-$150
E NEAL GILLINGHAMTrustee-$150-$150
STANLEY ROBERTSTrustee-$150-$150
PATRICK COPLEYTrustee-$75-$75
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
2024-05-09

Preparer

Firm
Timmermann & Company Ltd
Address
105 S 4TH ST, VANDALIA, IL 62471-2809
Preparer
Dale Timmermann
Phone
6182832371
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD INFLATION PROT SECURITIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AT & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ABBOTT LABS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ABBIVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ACTIVISION BLIZZARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ADOBE SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AKAMAI TECHNOLOGIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13BERKSHIRE HATHWAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17CHEVRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20CONSTELLATION BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21DANAHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22THE WALT DISNEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23EDISON INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24EXXON MOBILE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25META PLATFROMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26FIDELITY NATIONAL INFORMATION SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27GARTNER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28GOLDMAN SACHS GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29THE HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32JP MORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34LABORATORY CORP AMER HLDGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35ELI LILLY & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37MCDONALDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40MONDELEZ INTERNATIONAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41NEWMONT MINING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44O REILLY AUTOMOTIVE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45PARKER HANNIFIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48PHILIP MORRIS INTERNATIONAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49PROCTOR & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50PRO LOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51PUBLIC STORAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52RTX CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54SCHWAB CHARLES CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57SYNOPSYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60THERMO FISHER SCIENTIFIC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61TRACTOR SUPPLY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65VERALTO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66VERIZON COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70XYLEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71ACCENTURE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73LINDE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74MEDTRONICS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75JPMORGAN EMERGING MARKETS EQUITY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76SPDR SER TR PORT HIGH YLD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77LAZARD GLOBAL LISTED INFRASTRUCTURE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79MFS REASEARCH INTERNATIONAL R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80FIDELITY ADVISOR INTL SMALL CAP Z
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82WEBBANK CD 5.4%
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd88AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt058619
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-28904
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010060
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039775
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt039775
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0144523
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0144523
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt058619
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt058619
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-132367
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0598988
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010060
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010060
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01515
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01515
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-28904
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047201
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01406
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01406
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt021478
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021478
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0945
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0945
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0150664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0172142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt068679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt039775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06141
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021478
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0100000

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Filings

Displayed year

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

Open filing
Assets
$2,489,242
Liabilities
$1
Net assets
$2,489,242
Revenue
$39,775
Expenses
$172,142
Net income
-$132,367
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
2023Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • $1M-$5M nonprofits