Civic Intelligence

Donald L Abbott Perpetual Charitable Tr

990PF • Fiscal year 2018 • EIN 72-6226250

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

PO Box 680Pontiac, IL 61764

(309) 829-4303

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

13th percentile

-30%

Higher net margin than 13% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Assets

Down

$2,654,585

Down $175,437 (-6.2%) from 2015

Net Assets

$2,654,585

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $15 (-100%) from 2015

Revenue

Up

$90,209

Up $27,038 (+43%) from 2015

Expenses

Up

$117,544

Up $5,205 (+4.6%) from 2015

Net Income

Up

-$27,335

Up $21,833 (+44%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,830,022Liabilities 2015: $152015Assets 2018: $2,654,585Liabilities 2018: $0Net Assets 2018: $2,654,5852018Assets 2019: $2,585,214Liabilities 2019: $02019Assets 2020: $2,493,327Liabilities 2020: $0Net Assets 2020: $2,493,3272020Assets 2021: $2,476,459Liabilities 2021: $0Net Assets 2021: $2,476,4592021Assets 2022: $2,603,987Liabilities 2022: $0Net Assets 2022: $2,603,9872022Assets 2023: $2,532,543Liabilities 2023: $0Net Assets 2023: $2,532,5432023Assets 2024: $2,798,043Liabilities 2024: $0Net Assets 2024: $2,798,0432024

Highlighted filing

2018

Assets$2,654,585
Liabilities$0
Net Assets$2,654,585

Operations Trend

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

$400K$200K$0-$200KRevenue 2015: $63,171Expenses 2015: $112,339Net Income 2015: -$49,1682015Revenue 2018: $90,209Expenses 2018: $117,544Net Income 2018: -$27,3352018Revenue 2019: $68,776Expenses 2019: $138,147Net Income 2019: -$69,3712019Revenue 2020: $64,827Expenses 2020: $156,714Net Income 2020: -$91,8872020Revenue 2021: $100,533Expenses 2021: $117,401Net Income 2021: -$16,8682021Revenue 2022: $300,255Expenses 2022: $172,727Net Income 2022: $127,5282022Revenue 2023: $78,896Expenses 2023: $150,340Net Income 2023: -$71,4442023Revenue 2024: $394,558Expenses 2024: $129,058Net Income 2024: $265,5002024

Highlighted filing

2018

Revenue$90,209
Expenses$117,544
Net Income-$27,335
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James A MulvaneyTrustee-$0--
Jon Kilgore - PTHSTrustee-$0--
Lisa Meyer - PTHSTrustee-$0--
Brian KurzTrustee-$0--
Brian Quam - EP-GHSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Donald L Abbott Perpetual
EIN
72-6226250
Address
PO Box 680, Pontiac, IL 61764

Signing Officer

Name
Gary R BennettFirst Financial
Title
Trustee
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Striegel Knobloch & Company LLC CPAs
Address
115 W Jefferson Suite 200, Bloomington, IL 61701-3946
Preparer
Chad E Rogers
Phone
3098294303
Raw XML AppendixShowing 400 of 623 raw XML fields

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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Janus Hndrsn GLBL RL Est
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Vanguard REIT Index fund - ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Brown Cap Mgmt SM Comp-Inst
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Principal Midcap Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Vanguard REIT Index fund - ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Vanguard GNMA Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Vanguard 500 Index 500 ADM Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LT Capital Gain Distributions
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025079
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-27335
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02654585
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02654585
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0108365
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02223146
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0110658
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0118389
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02681920
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02654585
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02681920
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James A Mulvaney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jon Kilgore - PTHS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lisa Meyer - PTHS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Brian Kurz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Brian Quam - EP-GHS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11100 Indiana Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21100 Indana ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3600 N Elm Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4600 N Elm Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Terre Haute
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Pontiac
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Pontiac
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3El Paso
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4El Paso
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Eric D Zega
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Jakob C Grieff
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm22Lauryn M Mool
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm25Kelsey M Pearson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm26Clayton P Roberts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm27Sarah E Schug
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm28Jeb T Uphoff
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm29Henry J Woodburn

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