Civic Intelligence

The Ceres Trust

EIN 20-5768077 • Milwaukee, WI

10361 Innovation Drive 150Milwaukee, WI 53226
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

7th percentile

-61%

Higher net margin than 7% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

179%

Faster revenue growth than 92% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,080,775 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $3,080,775 (-100%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$5,096,530

Up $3,268,253 (+179%) from 2023

Expenses

Down

$8,192,171

Down $8,490,677 (-51%) from 2023

Net Income

Up

-$3,095,641

Up $11,758,930 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $21,463,338Liabilities 2011: $6,0002011Assets 2012: $17,853,906Liabilities 2012: $7192012Assets 2013: $15,573,440Liabilities 2013: $9,3882013Assets 2014: $21,981,118Liabilities 2014: $02014Assets 2015: $18,374,357Liabilities 2015: $02015Assets 2019: $12,177,835Liabilities 2019: $02019Assets 2020: $9,826,750Liabilities 2020: $0Net Assets 2020: $9,826,7502020Assets 2021: $8,473,497Liabilities 2021: $0Net Assets 2021: $8,473,4972021Assets 2022: $18,266,629Liabilities 2022: $384,000Net Assets 2022: $17,882,6292022Assets 2023: $3,080,775Liabilities 2023: $0Net Assets 2023: $3,080,7752023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10M-$20MRevenue 2011: $669,147Expenses 2011: $3,299,656Net Income 2011: -$2,630,5092011Revenue 2012: $675,706Expenses 2012: $4,285,370Net Income 2012: -$3,609,6642012Revenue 2013: $3,134,333Expenses 2013: $5,428,649Net Income 2013: -$2,294,3162013Revenue 2014: $13,381,205Expenses 2014: $6,956,107Net Income 2014: $6,425,0982014Revenue 2015: $3,666,905Expenses 2015: $8,064,569Net Income 2015: -$4,397,6642015Revenue 2019: $3,675,048Expenses 2019: $5,527,106Net Income 2019: -$1,852,0582019Revenue 2020: $5,509,896Expenses 2020: $7,946,461Net Income 2020: -$2,436,5652020Revenue 2021: $7,541,315Expenses 2021: $8,762,107Net Income 2021: -$1,220,7922021Revenue 2022: $23,738,718Expenses 2022: $14,412,756Net Income 2022: $9,325,9622022Revenue 2023: $1,828,277Expenses 2023: $16,682,848Net Income 2023: -$14,854,5712023Revenue 2024: $5,096,530Expenses 2024: $8,192,171Net Income 2024: -$3,095,6412024

Highlighted filing

2024

Revenue$5,096,530
Expenses$8,192,171
Net Income-$3,095,641
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$5,096,530
Expenses
$8,192,171
Net income
-$3,095,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.10$8.19$3.10
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$1.83$16.7$14.9
2022Detailed filing. Detailed filing data is available for this year.$18.3$0.38$17.9$23.7$14.4$9.33
2021Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$7.54$8.76$1.22
2020Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$5.51$7.95$2.44
2019Summary only. Only limited summary data is available for this year.$12.2$0.00$3.68$5.53$1.85
2015Summary only. Only limited summary data is available for this year.$18.4$0.00$3.67$8.06$4.40
2014Summary only. Only limited summary data is available for this year.$22.0$0.00$13.4$6.96$6.43
2013Summary only. Only limited summary data is available for this year.$15.6$0.01$3.13$5.43$2.29
2012Summary only. Only limited summary data is available for this year.$17.9$0.00$0.68$4.29$3.61
2011Summary only. Only limited summary data is available for this year.$21.5$0.01$0.67$3.30$2.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 3, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH A KERNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Ceres Trust
EIN
20-5768077
Address
10361 INNOVATION DRIVE 150, MILWAUKEE, WI 53226

Signing Officer

Name
Judith a Kern
Title
Trustee
Signed
2025-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Mohr CPAs LLP
Address
10361 Innovation Drive 150, Milwaukee, WI 53226
Preparer
Kari Thompson Young
Phone
4142449940
Raw XML Appendix313 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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ReturnHeader/ReturnTs02025-06-10T10:13:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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