Civic Intelligence

Thomas J Cossey Trust

990PF • Fiscal year 2023 • EIN 45-6873341

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 29, 2024

Organization Profile
PO Box 540Terre Haute, IN 47808-0540

(812) 238-6115

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

10th percentile

-64%

Higher net margin than 10% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

29th percentile

$56,594

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

22nd percentile

-2.9%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$13,165,228

Down $391,615 (-2.9%) from 2022

Net Assets

Down

$13,165,228

Down $391,615 (-2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Down

$447,357

Down $7,867,782 (-95%) from 2022

Expenses

Up

$733,932

Up $157,613 (+27%) from 2022

Net Income

Down

-$286,575

Down $8,025,395 (-104%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$15M$10M$5.0M$0Assets 2020: $5,476,743Liabilities 2020: $0Net Assets 2020: $5,476,7432020Assets 2021: $5,830,258Liabilities 2021: $0Net Assets 2021: $5,830,2582021Assets 2022: $13,556,843Liabilities 2022: $0Net Assets 2022: $13,556,8432022Assets 2023: $13,165,228Liabilities 2023: $0Net Assets 2023: $13,165,2282023Assets 2024: $13,400,928Liabilities 2024: $0Net Assets 2024: $13,400,9282024

Highlighted filing

2023

Assets$13,165,228
Liabilities$0
Net Assets$13,165,228
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $276,749Expenses 2020: $282,668Net Income 2020: -$5,9192020Revenue 2021: $835,885Expenses 2021: $483,011Net Income 2021: $352,8742021Revenue 2022: $8,315,139Expenses 2022: $576,319Net Income 2022: $7,738,8202022Revenue 2023: $447,357Expenses 2023: $733,932Net Income 2023: -$286,5752023Revenue 2024: $1,008,781Expenses 2024: $773,222Net Income 2024: $235,5592024

Highlighted filing

2023

Revenue$447,357
Expenses$733,932
Net Income-$286,575
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 29, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST FINANCIAL BANKTrustee-$56,594-$56,594
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDANVILLE FAMILY YMCAGENERAL FUNDINGPCDANVILLE, IL, US$134,000
Paid GrantLAKEVIEW COLLEGE OF NURSING ENDOWMENTGENRAL FUNDINGPCDANVILLE, IL, US$134,000
Paid GrantSALVATION ARMYGENERAL FUNDINGPCHOFFMAN ESTATES, IL, US$134,000
Paid GrantSAINT JAMES UNITED METHODIST CHURCHGENERAL FUNDINGPCDANVILLE, IL, US$134,000
Paid GrantYOUR FAMILY RESOURCE CONNECTION INCGENERAL FUNDINGPCDANVILLE, IL, US$134,000
Filing and Contact Details

Filer

Filer Name
Thomas J Cossey Trust
EIN
45-6873341
Phone
8122386115
Address
PO BOX 540, TERRE HAUTE, IN 47808-0540

Signing Officer

Name
First Financial Bank N a
Title
Trustee
Phone
8122386115
Signed
2024-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BOEING CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NVIDIA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63AMERICAN TOWER CORP
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0360782
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01275
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01100
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0670000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0670000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0733932
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0447357
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063932
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07569

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Filings

Displayed year

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

Open filing
Assets
$13,165,228
Liabilities
$0
Net assets
$13,165,228
Revenue
$447,357
Expenses
$733,932
Net income
-$286,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.01$0.77$0.24
2023Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.45$0.73$0.29
2022Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$8.32$0.58$7.74
2021Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.84$0.48$0.35
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.28$0.28$0.01