Civic Intelligence

Edward G Whinnery Tr Ua 10011998

990PF • Fiscal year 2019 • EIN 37-6358659

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 29, 2020

Organization Profile
130 N Water StreetDecatur, IL 62523

(217) 425-8282

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-126%

Higher net margin than 5% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$24,737

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 38.5% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

24th percentile

-3.3%

Faster asset growth than 24% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-44%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,346,594

Down $79,283 (-3.3%) from 2018

Net Assets

Down

$2,346,594

Down $79,283 (-3.3%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Down

$64,323

Down $50,305 (-44%) from 2018

Expenses

Up

$145,508

Up $1,376 (+1.0%) from 2018

Net Income

Down

-$81,185

Down $51,681 (-175%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,557,430Liabilities 2011: $02011Assets 2012: $2,526,980Liabilities 2012: $0Net Assets 2012: $2,526,9802012Assets 2013: $2,488,876Liabilities 2013: $1Net Assets 2013: $2,488,8762013Assets 2014: $2,528,547Liabilities 2014: $1Net Assets 2014: $2,528,5472014Assets 2015: $2,635,829Liabilities 2015: $1Net Assets 2015: $2,635,8292015Assets 2016: $2,563,743Liabilities 2016: $0Net Assets 2016: $2,563,7432016Assets 2017: $2,458,202Liabilities 2017: $0Net Assets 2017: $2,458,2022017Assets 2018: $2,425,877Liabilities 2018: $0Net Assets 2018: $2,425,8772018Assets 2019: $2,346,594Liabilities 2019: $1Net Assets 2019: $2,346,5942019Assets 2020: $2,198,248Liabilities 2020: $1Net Assets 2020: $2,198,2482020Assets 2021: $2,236,049Liabilities 2021: $1Net Assets 2021: $2,236,0492021Assets 2022: $2,116,049Liabilities 2022: $1Net Assets 2022: $2,116,0492022Assets 2023: $2,057,621Liabilities 2023: $1Net Assets 2023: $2,057,6212023Assets 2024: $2,067,529Liabilities 2024: $0Net Assets 2024: $2,067,5292024

Highlighted filing

2019

Assets$2,346,594
Liabilities$1
Net Assets$2,346,594
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$200K$0-$200KRevenue 2011: $322,041Expenses 2011: $182,560Net Income 2011: $139,4812011Expenses 2012: $154,5082012Revenue 2013: $134,502Expenses 2013: $172,630Net Income 2013: -$38,1282013Revenue 2014: $221,609Expenses 2014: $180,697Net Income 2014: $40,9122014Revenue 2015: $251,685Expenses 2015: $148,982Net Income 2015: $102,7032015Revenue 2016: $69,857Expenses 2016: $142,713Net Income 2016: -$72,8562016Revenue 2017: $79,634Expenses 2017: $185,636Net Income 2017: -$106,0022017Revenue 2018: $114,628Expenses 2018: $144,132Net Income 2018: -$29,5042018Revenue 2019: $64,323Expenses 2019: $145,508Net Income 2019: -$81,1852019Revenue 2020: $3,349Expenses 2020: $154,999Net Income 2020: -$151,6502020Revenue 2021: $200,804Expenses 2021: $163,805Net Income 2021: $36,9992021Revenue 2022: $60,503Expenses 2022: $182,919Net Income 2022: -$122,4162022Revenue 2023: $96,831Expenses 2023: $155,859Net Income 2023: -$59,0282023Revenue 2024: $157,352Expenses 2024: $147,881Net Income 2024: $9,4712024

Highlighted filing

2019

Revenue$64,323
Expenses$145,508
Net Income-$81,185
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 29, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANKTrusteePT$24,737-$24,737
Filing and Contact Details

Filer

Filer Name
Edward Whinnery Trust
EIN
37-6358659
Phone
2174258282
Address
130 N WATER STREET, DECATUR, IL 62523

Signing Officer

Name
Busey Bank
Title
Trustee
Phone
2174258282
Signed
2020-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
132 S WATER STREET SUITE 300, DECATUR, IL 62523
Preparer
MICHELLE O'BRYAN
Phone
2174236000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42OMNICOM GROUP INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TARGET
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WALT DISNEY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ALTRIA GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GLOBE LIFE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68BOEING CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1089061
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1284940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1321950
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1557863
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1913730
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5COHEN & STEERS GLB INFR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DIMENSIONAL FUND ADVISORS INTERNATIONAL CORE EQUIT I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND INSTITUTIONAL SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19CALAMOS MARKET NEUTRAL INCOME FUND INSTITUTIONAL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20BRISTOL MYERS SQUIBB COMPANY CONTNGNT VAL RT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt054413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt174577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt329986
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-7930
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PROCEEDS FROM CLASS ACTION
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt064292
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02560
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0102715
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt072222
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-7930
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08326
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0145508
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt072222
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt064323
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027312
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09803
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-07-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12514

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,346,594
Liabilities
$1
Net assets
$2,346,594
Revenue
$64,323
Expenses
$145,508
Net income
-$81,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.16$0.15$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.10$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.06$0.18$0.12
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.24$0.00$2.24$0.20$0.16$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.00$0.15$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.06$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.08$0.19$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.07$0.14$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.25$0.15$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.22$0.18$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.13$0.17$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.15
2011Summary only. Only limited summary data is available for this year.$2.56$0.00$0.32$0.18$0.14