Civic Intelligence

A Franklin Pilchard Foundation

990PF • Fiscal year 2025 • EIN 36-3723290

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 10, 2025

Organization Profile
508 N Plum Grove RoadPalatine, IL 60067

(312) 965-1063

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2025 filings • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

9th percentile

0.00x

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

2025 filings • $25M-$50M nonprofits • Source year 2025

Net Margin

2nd percentile

-85%

Higher net margin than 2% of similar nonprofits.

2025 filings • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

15th percentile

$25,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2025 filings • $25M-$50M nonprofits • Source year 2025

Asset Growth

56th percentile

6.5%

Faster asset growth than 56% of similar nonprofits.

2025 filings • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2025 filings • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$27,625,594

Up $1,685,700 (+6.5%) from 2024

Net Assets

Up

$27,625,594

Up $1,685,700 (+6.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin2nd percentile

Revenue

Down

$773,608

Down $3,653,898 (-83%) from 2024

Expenses

Down

$1,429,251

Down $194,761 (-12%) from 2024

Net Income

Down

-$655,643

Down $3,459,137 (-123%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$30M$20M$10M$0Assets 2021: $25,867,577Liabilities 2021: $0Net Assets 2021: $25,867,5772021Assets 2022: $22,914,296Liabilities 2022: $0Net Assets 2022: $22,914,2962022Assets 2023: $24,894,464Liabilities 2023: $0Net Assets 2023: $24,894,4642023Assets 2024: $25,939,894Liabilities 2024: $0Net Assets 2024: $25,939,8942024Assets 2025: $27,625,594Liabilities 2025: $0Net Assets 2025: $27,625,5942025

Highlighted filing

2025

Assets$27,625,594
Liabilities$0
Net Assets$27,625,594
Open 2025 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $1,476,451Expenses 2021: $1,382,791Net Income 2021: $93,6602021Revenue 2022: $686,238Expenses 2022: $1,379,681Net Income 2022: -$693,4432022Revenue 2023: $525,622Expenses 2023: $1,641,944Net Income 2023: -$1,116,3222023Revenue 2024: $4,427,506Expenses 2024: $1,624,012Net Income 2024: $2,803,4942024Revenue 2025: $773,608Expenses 2025: $1,429,251Net Income 2025: -$655,6432025

Highlighted filing

2025

Revenue$773,608
Expenses$1,429,251
Net Income-$655,643
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN J RYANPresident/DirectorPT$25,000-$25,000
ALEXA RYANSecretary/Director-$25,000-$25,000
ROBERT C PACILIOTreasurer/DirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$10,075
Paid Grant-SCHOLARSHIPIWHEELING, IL, US$8,211
Paid Grant-SCHOLARSHIPIALSIP, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPILEMONT, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$8,000
Paid Grant-SCHOLARSHIPILAKE VILLA, IL, US$8,000
Paid Grant-SCHOLARSHIPIPLAINFIELD, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIGENEVA, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIINDIAN HEAD PARK, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$8,000
Paid Grant-SCHOLARSHIP1LA GRANGE, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$8,000
Paid Grant-SCHOLARSHIPIARLINGTON HTS, IL, US$8,000
Paid Grant-SCHOLARSHIPIDES PLAINES, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPILOCKPORT, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$8,000
Paid Grant-SCHOLARSHIPIKINGSTON, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPISYCAMORE, IL, US$8,000
Paid Grant-SCHOLARSHIPIBROOKFIELD, IL, US$8,000
Paid Grant-SCHOLARSHIPILA GRANGE, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIWOODSTOCK, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIGRAYSLAKE, IL, US$8,000
Paid Grant-SCHOLARSHIPIDES PLAINES, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPISYCAMORE, IL, US$8,000
Paid Grant-SCHOLARSHIPIDES PLAINES, IL, US$8,000
Paid Grant-SCHOLARSHIPIWOODRIDGE, IL, US$8,000
Paid Grant-SCHOLARSHIPIBERWYN, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$8,000
Paid Grant-SCHOLARSHIPINAPERVILLE, IL, US$8,000
Paid Grant-SCHOLARSHIPIDES PLAINES, IL, US$8,000
Paid Grant-SCHOLARSHIPINAPERVILLE, IL, US$8,000
Paid Grant-SCHOLARSHIPISYCAMORE, IL, US$8,000
Paid Grant-SCHOLARSHIPIBOLINGBROOK, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPINILES, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$8,000
Paid Grant-SCHOLARSHIPIMOUNT PROSPECT, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$8,000
Paid Grant-SCHOLARSHIPINILES, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIHOMER GLEN, IL, US$8,000
Paid Grant-SCHOLARSHIPIGENOA, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$8,000
Paid Grant-SCHOLARSHIPIEVERGREEN PARK, IL, US$8,000
Paid Grant-SCHOLARSHIPISYCAMORE, IL, US$8,000
Paid Grant-SCHOLARSHIPIWAUKEGAN, IL, US$8,000
Paid Grant-SCHOLARSHIPIFOREST PARK, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK PARK, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$8,000
Paid Grant-SCHOLARSHIPIEVERGREEN PARK, IL, US$8,000
Paid Grant-SCHOLARSHIPIORLAND PARK, IL, US$8,000
Paid Grant-SCHOLARSHIPIBURR RIDGE, IL, US$8,000
Paid Grant-SCHOLARSHIPISYCAMORE, IL, US$8,000
Paid Grant-SCHOLARSHIPIJOLIET, IL, US$8,000
Paid Grant-SCHOLARSHIPISTICKNEY, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$8,000
Paid Grant-SCHOLARSHIPIDEKALB, IL, US$8,000
Paid Grant-SCHOLARSHIPIBURBANK, IL, US$8,000
Paid Grant-SCHOLARSHIPIALSIP, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIBURBANK, IL, US$8,000
Paid Grant-SCHOLARSHIPIPEORIA, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALOS HEIGHTS, IL, US$8,000
Paid Grant-SCHOLARSHIPILEMONT, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$8,000
Paid Grant-SCHOLARSHIPIBEACH PARK, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIARLINGTON HTS, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIPARK RIDGE, IL, US$8,000
Paid Grant-SCHOLARSHIPILANSING, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIHOMETOWN, IL, US$8,000
Paid Grant-SCHOLARSHIPINILES, IL, US$8,000
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$8,000
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$8,000
Paid Grant-SCHOLARSHIPILEMONT, IL, US$8,000
Paid Grant-SCHOLARSHIPIBURBANK, IL, US$8,000
Paid Grant-SCHOLARSHIPIEVERGREEN PARK, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$8,000
Paid Grant-SCHOLARSHIPIWAUKEGAN, IL, US$8,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$7,787
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$7,743
Paid Grant-SCHOLARSHIPIBURBANK, IL, US$7,685
Paid Grant-SCHOLARSHIPIPROSPECT HTS, IL, US$7,604
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$7,591
Paid Grant-SCHOLARSHIPIDEKALB, IL, US$7,310
Paid Grant-SCHOLARSHIPISYCAMORE, IL, US$7,278
Paid Grant-SCHOLARSHIPIMORTON GROVE, IL, US$7,200
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$7,112
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$7,050
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$7,015
Paid Grant-SCHOLARSHIPIMAKANDA, IL, US$6,948
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$6,889
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$6,851
Paid Grant-SCHOLARSHIPINAPERVILLE, IL, US$6,742
Paid Grant-SCHOLARSHIPIGENOA, IL, US$6,693
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$6,672
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$6,600
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$6,600
Paid Grant-SCHOLARSHIPIFULTON, IL, US$6,600
Paid Grant-SCHOLARSHIPINILES, IL, US$6,600
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$6,576
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$6,511
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$6,112
Paid Grant-SCHOLARSHIPISKOKIE, IL, US$5,983
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$5,712
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$5,400
Paid Grant-SCHOLARSHIPIDE KALB, IL, US$5,374
Paid Grant-SCHOLARSHIPIORLAND PARK, IL, US$5,355
Paid Grant-SCHOLARSHIPIBRIDGEVIEW, IL, US$5,212
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$4,845
Paid Grant-SCHOLARSHIPICRYSTAL LAKE, IL, US$4,799
Paid Grant-SCHOLARSHIPIDES PLAINES, IL, US$4,200
Paid Grant-SCHOLARSHIPIDES PLAINES, IL, US$4,170
Paid Grant-SCHOLARSHIPIDES PLAINES, IL, US$4,111
Paid Grant-SCHOLARSHIPIGENOA, IL, US$4,032
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$3,957
Paid Grant-SCHOLARSHIPIDE KALB, IL, US$3,724
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$3,629
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$3,624
Paid Grant-SCHOLARSHIPIWAUKEGAN, IL, US$3,604
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$3,367
Paid Grant-SCHOLARSHIPIDES PLAINES, IL, US$3,252
Paid Grant-SCHOLARSHIPIDES PLAINES, IL, US$3,232
Paid Grant-SCHOLARSHIPIWAUKEGAN, IL, US$3,079
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$3,046
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$2,981
Paid Grant-SCHOLARSHIPILYONS, IL, US$2,919
Paid Grant-SCHOLARSHIPIBURR RIDGE, IL, US$2,813
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$2,800
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$2,687
Paid Grant-SCHOLARSHIPIWAUKEGAN, IL, US$2,560
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$2,536
Paid Grant-SCHOLARSHIPIEVERGREEN PARK, IL, US$2,249
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$2,175
Paid Grant-SCHOLARSHIPIOAK LAWN, IL, US$2,165
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$1,815
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$1,805
Paid Grant-SCHOLARSHIPIDE KALB, IL, US$1,495
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$1,494
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$1,340
Paid Grant-SCHOLARSHIPINILES, IL, US$1,262
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$1,128
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$1,097
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$832
Paid Grant-SCHOLARSHIPIWHEELING, IL, US$735
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$735
Paid Grant-SCHOLARSHIPIBLOOMINGTON, IL, US$735
Paid Grant-SCHOLARSHIPIWAUCONDA, IL, US$735
Paid Grant-SCHOLARSHIPIWAUKEGAN, IL, US$631
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$572
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$450
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$354
Paid Grant-SCHOLARSHIPIWOODRIDGE, IL, US$145
Paid Grant-SCHOLARSHIPISPRINGFIELD, IL, US$135
Paid Grant-SCHOLARSHIPIPALATINE, IL, US$-45
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$-545
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$-704
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$-1,250
Paid Grant-SCHOLARSHIPIDEKALB, IL, US$-3,767
Filing and Contact Details

Filer

Filer Name
A Franklin Pilchard Foundation
EIN
36-3723290
Phone
3129651063
Address
508 N PLUM GROVE ROAD, PALATINE, IL 60067

Signing Officer

Name
Kevin J Ryan
Title
President
Phone
3129651063
Signed
2025-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Mpo & Co Pc
Address
508 N PLUM GROVE RD, PALATINE, IL 60067
Preparer
Robert C Pacilio
Phone
8479634820
Raw XML AppendixShowing 400 of 1,969 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MPO & CO., 508 N. PLUM GROVE RD., PALATINE, IL 60067
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt039895
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt013300
CashDistributionExplnStmt/ExplanationTxt0THE FOUNDATION GIVES SCHOLARSHIPS UP TO $8,000. PER YEAR FOR FOUR YEARS. THE AMOUNTS SET ASIDE ARE AN ESTIMATE OF THE REMAINING AMOUNT OF THE SCHOLARSHIPS THAT HAVE BEEN AWARDED.$360,000 HAS BEEN SET ASIDE FOR FUTURE PAYMENTS RELATED TO CURRENT RECIPIENTS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11970525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12454620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131409840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14934944
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16680050
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19799980
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103000 SHS-STRYKER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122000 SHS-FEDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138000 SHS-ALPHABET-A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32600/1200 SHS-INVESCO EXCHANGE TR
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08388
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0773608
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt039895
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt053195
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0110487
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01108831
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01108831
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0663121
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0663121
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-655643
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01739411
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0110487
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0625813
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt079269
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt079269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0124495
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0124495
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01281456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0147795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01429251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0773608
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0773608
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0172625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0147795
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0320420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0399376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1204201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2204558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3820789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-4201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3118622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-4201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3118622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3939411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RBC WEALTH MANAGEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-06-01
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01585302
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0275000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08699
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015454
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08699
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08699
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024153
IRS990PF/FMVAssetsEOYAmt027625594
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01369532
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01369532
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014375
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0914
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0914
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04664953
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02739648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02739648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019788325
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt022310966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt022310966
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08388
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt024570362
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt026256062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt025939894
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027625594
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027625594
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt025939894
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027625594
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt025939894
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027625594
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01466846
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02565678
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02565678
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026781754
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0401726
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01319001
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt056000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SANDRA LEWANDOWSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0COORDINATOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BUSEY BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MPO & CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt094150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt153195
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCOUNTING SERVICES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1508 N PLUM GROVE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0GLENVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1PALATINE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd060025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd160025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEVIN J RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXA RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT C PACILIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06502 JOLIET ROAD STE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16502 JOLIET ROAD STE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2508 N PLUM GROVE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COUNTRYSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1COUNTRYSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALATINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01281456
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01657456
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt0376000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,625,594
Liabilities
$0
Net assets
$27,625,594
Revenue
$773,608
Expenses
$1,429,251
Net income
-$655,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$0.77$1.43$0.66
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$0.00$25.9$4.43$1.62$2.80
2023Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$0.53$1.64$1.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$0.00$22.9$0.69$1.38$0.69
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$0.00$25.9$1.48$1.38$0.09