Civic Intelligence

Oberweiler Foundation

990PF • Fiscal year 2024 • EIN 36-4376705

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 06, 2025

Organization Profile
330 E Main St 204Barrington, IL 60010

(847) 277-7443

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

46th percentile

3.6%

Higher net margin than 46% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$185,915

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

34th percentile

0.4%

Faster asset growth than 34% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

223%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$11,742,032

Up $47,455 (+0.4%) from 2023

Net Assets

Up

$11,741,532

Up $47,455 (+0.4%) from 2023

Liabilities

Flat

$500

Flat from 2023

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin46th percentile

Revenue

Up

$1,364,403

Up $941,378 (+223%) from 2023

Expenses

Up

$1,315,714

Up $261,776 (+25%) from 2023

Net Income

Up

$48,689

Up $679,602 (+108%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$15M$10M$5.0M$0Assets 2020: $11,924,692Liabilities 2020: $0Net Assets 2020: $11,924,6922020Assets 2021: $12,547,246Liabilities 2021: $0Net Assets 2021: $12,547,2462021Assets 2022: $12,337,115Liabilities 2022: $250Net Assets 2022: $12,336,8652022Assets 2023: $11,694,577Liabilities 2023: $500Net Assets 2023: $11,694,0772023Assets 2024: $11,742,032Liabilities 2024: $500Net Assets 2024: $11,741,5322024

Highlighted filing

2024

Assets$11,742,032
Liabilities$500
Net Assets$11,741,532
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $1,269,924Expenses 2020: $974,282Net Income 2020: $295,6422020Revenue 2021: $1,621,431Expenses 2021: $998,127Net Income 2021: $623,3042021Revenue 2022: $972,708Expenses 2022: $1,183,089Net Income 2022: -$210,3812022Revenue 2023: $423,025Expenses 2023: $1,053,938Net Income 2023: -$630,9132023Revenue 2024: $1,364,403Expenses 2024: $1,315,714Net Income 2024: $48,6892024

Highlighted filing

2024

Revenue$1,364,403
Expenses$1,315,714
Net Income$48,689
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ROWEVice President/Executive DFT$180,500$5,415$185,915
RONALD OHLSENDirector-$200-$200
MARTHA LINNDirector-$200-$200
KEVIN SCHEIWILLERDirector-$200-$200
SUE SINDEWALDDirector-$200-$200
SIEGFRIED WEILERPresident-$0--
ANNA WEILERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Oberweiler Foundation
EIN
36-4376705
Phone
8472777443
Address
330 E MAIN ST 204, BARRINGTON, IL 60010

Signing Officer

Name
Mary Rowe
Title
Vice President & Executive Director
Phone
8472777443
Signed
2025-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
30 SOUTH WACKER DR SUITE 3300, CHICAGO, IL 60606-3392
Preparer
Judith Alberts
Phone
3126343400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731100 SHARES TOYOTA MOTOR CORP NEW JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm746753 SHARES UNICREDIT SPA UNSPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75367 SHARES UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76295 SHARES UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77161.975 SHARES VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm782841 SHARES WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3314978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4233763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt011961 SHARES CION INVESTMENT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15627 SHARES FS KKR CAPITAL CORP II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt225252.525 SHARES HMS INCOME FUND INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt331285.7 SHARES KBS REIT III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CNL STRATEGIC CAPITAL, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0136355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1122218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2194192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3121701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4259270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0383919
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0980078
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0406
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01364403
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01364403
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt024750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt033000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0980078
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0145040
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt036260
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0181300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0829700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0829700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0383919
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0383919
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt048689
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01756068
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0406
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0406
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0980078
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01073139
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt07559
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01890
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt09448
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012930
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02832
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0184523
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0187355
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt04332
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01083
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt05415
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010700
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt029754
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt053954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01010951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0291264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01315714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01364403
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01364403
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0181251
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0291264
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0486014
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt062432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1713558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1971678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1971678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt070832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11685236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES -LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0980078
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt048689
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01234
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011742766
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011694077
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011741532
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0899310
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0899310
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0899310
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0914227
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014917
IRS990PF/DistributableAmountGrp/TotalTaxAmt014917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt035555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt035000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt035555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt050472
IRS990PF/FMVAssetsEOYAmt019177348
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010071191
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010126842
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018027163
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt08614
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt08614
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02103
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01301816
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01298741
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0833736
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01236
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt011694077
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt011741532
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0320334
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0314006
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0314006
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011694577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011742032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019177348
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011694577
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011742032
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011694077
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011741532

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Filings

Displayed year

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

Open filing
Assets
$11,742,032
Liabilities
$500
Net assets
$11,741,532
Revenue
$1,364,403
Expenses
$1,315,714
Net income
$48,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.36$1.32$0.05
2023Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.42$1.05$0.63
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.97$1.18$0.21
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.62$1.00$0.62
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.27$0.97$0.30