Civic Intelligence

Robert W Goltermann and Marcia M Goltermann

EIN 36-3533428 • Elmhurst, IL

295 South Prospect AvenueElmhurst, IL 60126
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-2903%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

21st percentile

-49%

Faster asset growth than 21% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-98%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$213,611

Down $204,662 (-49%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$213,611

Down $204,661 (-49%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$7,042

Down $303,050 (-98%) from 2023

Expenses

Down

$211,449

Down $94,019 (-31%) from 2023

Net Income

Down

-$204,407

Down $209,031 (-4521%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1,058,483Liabilities 2019: $0Net Assets 2019: $1,058,4832019Assets 2020: $765,496Liabilities 2020: $0Net Assets 2020: $765,4962020Assets 2021: $730,921Liabilities 2021: $0Net Assets 2021: $730,9212021Assets 2022: $413,650Liabilities 2022: $0Net Assets 2022: $413,6482022Assets 2023: $418,273Liabilities 2023: $0Net Assets 2023: $418,2722023Assets 2024: $213,611Liabilities 2024: $0Net Assets 2024: $213,6112024

Highlighted filing

2024

Assets$213,611
Liabilities$0
Net Assets$213,611
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200K-$400KRevenue 2019: $220,890Expenses 2019: $306,744Net Income 2019: -$85,8542019Revenue 2020: $4,454Expenses 2020: $297,441Net Income 2020: -$292,9872020Revenue 2021: $290,248Expenses 2021: $324,823Net Income 2021: -$34,5752021Revenue 2022: $1,835Expenses 2022: $319,108Net Income 2022: -$317,2732022Revenue 2023: $310,092Expenses 2023: $305,468Net Income 2023: $4,6242023Revenue 2024: $7,042Expenses 2024: $211,449Net Income 2024: -$204,4072024

Highlighted filing

2024

Revenue$7,042
Expenses$211,449
Net Income-$204,407
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$213,611
Liabilities
$0
Net assets
$213,611
Revenue
$7,042
Expenses
$211,449
Net income
-$204,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.21$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.31$0.31$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.00$0.32$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.29$0.32$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.00$0.30$0.29
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.22$0.31$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA A GOLTERMANNTrusteePT$0--
BETSY GOLTERMANNTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Robert W Goltermann and Marcia M Goltermann
EIN
36-3533428
In Care Of
% MARCIA M GOLTERMANN
Phone
6302793090
Address
295 South Prospect Avenue, Elmhurst, IL 60126

Signing Officer

Name
Marcia Goltermann
Title
President
Phone
6302793090
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer
Robin Bartolo
Phone
8472055000
Raw XML Appendix336 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2125 W Church Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3125 W Church St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt412927 S Monitor Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53000 Woodcreek Dr Ste 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6190 Prospect Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7220 S Michigan Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 7561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Elmhurst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Elmhurst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Elmhurst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Elmhurst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Palos Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Downers Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Elmhurst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Chciago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460463
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7606042559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd8606807561
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0151500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt038127
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038127
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0221376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0214011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0216899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0182917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0191909
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0191909
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0961469
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0126266
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0221376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0214011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0216899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0182917
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0164393
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0126266
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01153378
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01027112
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0254
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0487
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt049613
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt012403
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt037210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13818
TaxesSchedule/TaxesDetail/Amt04603
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA GOLTERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06302793090
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert W Goltermann and Marcia M Goltermann
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0363533428
ReturnHeader/Filer/InCareOfNm0% MARCIA M GOLTERMANN
ReturnHeader/Filer/PhoneNum06302793090
ReturnHeader/Filer/USAddress/AddressLine1Txt0295 South Prospect Avenue
ReturnHeader/Filer/USAddress/CityNm0Elmhurst
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060126
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472055000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin Bartolo
ReturnHeader/ReturnTs02025-05-07T11:09:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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