Civic Intelligence

Edward G Whinnery Tr Ua 10011998

990PF • Fiscal year 2022 • EIN 37-6358659

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

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.

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

Liabilities / Revenue

31st percentile

0.00x

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

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

Net Margin

5th percentile

-202%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

57th percentile

$35,984

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 59.5% of source-year revenue.

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

Asset Growth

29th percentile

-5.4%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

7th percentile

-70%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,116,049

Down $120,000 (-5.4%) from 2021

Net Assets

Down

$2,116,049

Down $120,000 (-5.4%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin5th percentile

Revenue

Down

$60,503

Down $140,301 (-70%) from 2021

Expenses

Up

$182,919

Up $19,114 (+12%) from 2021

Net Income

Down

-$122,416

Down $159,415 (-431%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2022

Assets$2,116,049
Liabilities$1
Net Assets$2,116,049
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$60,503
Expenses$182,919
Net Income-$122,416
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANKTrusteePT$35,984-$35,984
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
2023-05-02
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/StockNm50BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SPDR/SSGA FUNDS ENERGY SELECT SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CHARLES SCHWAB CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SPDR/SSGA FUNDS FINANCIAL SELECT SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LABORATORY CORP AMERICAN HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LEIDOS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61CONSOLIDATED EDISON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62CANADIAN PACIFIC RAILWAY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ECOFIN GLOBAL NORTH AMERICAN PIPELINE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PARAMOUNT GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68CONSTELLATION ENERGY CORP
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0306339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt044085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt237405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt322963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt451476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt535462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt614156
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1135305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1248433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1313554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1467455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1522051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1613804
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD SMALL CAP INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DFA LARGE CAP INTERNANTIONAL PORTFOLIO INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIDELITY INVESTMENTS TOTAL INTERNATIONAL INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GMO TAX MANAGED INTERNATIONAL EQUITIES FUND CLASS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FIDELITY EMERGING MARKETS INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD EMERGING MARKETS BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD FTSE ALL-WORLD EX-US SMALL CAP INDEX FUND ADMIRAL SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16DFA US INTERNATIONAL CORE EQUITY I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt238005
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442691
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt614078
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt950429
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1252861
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt071889
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-11386
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03155
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt035984
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt035984
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0138275
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0138275
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt071889
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-122416
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0554256
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-11386
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt069948
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0177918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01941
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0182919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt071889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt060503
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0216162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1349480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-17326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-17326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0198836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1345490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29930
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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/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02416
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02116049
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02236049
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02116049
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0152498
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0152498
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0152498
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0153470
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0972
IRS990PF/DistributableAmountGrp/TotalTaxAmt0972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02183

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,116,049
Liabilities
$1
Net assets
$2,116,049
Revenue
$60,503
Expenses
$182,919
Net income
-$122,416
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