Civic Intelligence

Edward G Whinnery Tr Ua 10011998

990PF • Fiscal year 2021 • EIN 37-6358659

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

57th percentile

18%

Higher net margin than 57% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$23,161

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

1.7%

Faster asset growth than 34% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

5896%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,236,049

Up $37,801 (+1.7%) from 2020

Net Assets

Up

$2,236,049

Up $37,801 (+1.7%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin57th percentile

Revenue

Up

$200,804

Up $197,455 (+5896%) from 2020

Expenses

Up

$163,805

Up $8,806 (+5.7%) from 2020

Net Income

Up

$36,999

Up $188,649 (+124%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2021

Assets$2,236,049
Liabilities$1
Net Assets$2,236,049
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$200,804
Expenses$163,805
Net Income$36,999
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANKTrusteePT$23,161-$23,161
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
2022-05-04
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/StockNm51GLOBE LIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VIACOMCBS INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SPDR/SSGA FUNDS ENERGY SELECT SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CHARLES SCHWAB CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SPDR/SSGA FUNDS FINANCIAL SELECT SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LABORATORY CORP AMERICAN HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LEIDOS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CONSOLIDATED EDISON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66BORGWARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67TORTOISE TORTOISE NORTH AMERICAN PIPELINE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68CANADIAN PACIFIC RAILWAY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70BLACKROCK ISHARES US TELECOMMUNICATIONS ETF
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt729467
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1099058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1141429
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1323604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1435305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1548433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1628372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1786357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt181000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR EMERGING MULTI STYLE FD CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKROCK ISHARES RUSSELL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BROOKFIELD GLB LISTD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CONGRESS MID CAP GROWTH INSTL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND CLASS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AMERICAN CENTURY MID CAP VALUE FUND Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND INSTITUTIONAL SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CALAMOS MARKET NEUTRAL INCOME FUND INSTITUTIONAL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD SMALL CAP INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DFA LARGE CAP INTERNANTIONAL PORTFOLIO INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FIDELITY INVESTMENTS TOTAL INTERNATIONAL INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12GMO TAX MANAGED INTERNATIONAL EQUITIES FUND CLASS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VIRTUS KAR INERNATIONAL SAMLL CAP FUND CLASS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FIDELITY EMERGING MARKETS INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD EMERGING MARKETS BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD REAL ESTATE ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt140263
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181044
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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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0125870
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02820
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02820
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0125870
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt023161
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt023161
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0121242
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0121242
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt074934
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt074934
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt036999
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0549660
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0125870
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0184237
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015495
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01087
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0147238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0163805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0200804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0200804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042563
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt048951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1374839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt191456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt228492
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt191456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt228492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt054873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1466295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0125870
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt036999
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0970
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01772
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02237019

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,236,049
Liabilities
$1
Net assets
$2,236,049
Revenue
$200,804
Expenses
$163,805
Net income
$36,999
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $1M-$5M nonprofits