Civic Intelligence

Bertetti Foundation

990PF • Fiscal year 2025 • EIN 37-1360724

Jan 01, 2025 to Dec 31, 2025

2199 Staunton RoadGillespie, IL 62033

(217) 839-3569

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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: $877,121Liabilities 2015: $0Net Assets 2015: $877,1212015Assets 2016: $866,611Liabilities 2016: $0Net Assets 2016: $866,6112016Assets 2017: $2,293,414Liabilities 2017: $0Net Assets 2017: $2,293,4142017Assets 2018: $2,270,435Liabilities 2018: $0Net Assets 2018: $2,270,4352018Assets 2019: $2,240,700Liabilities 2019: $0Net Assets 2019: $2,240,7002019Assets 2020: $2,329,439Liabilities 2020: $108,000Net Assets 2020: $2,221,4392020Assets 2021: $2,210,235Liabilities 2021: $0Net Assets 2021: $2,210,2352021Assets 2022: $2,204,300Liabilities 2022: $0Net Assets 2022: $2,204,3002022Assets 2023: $2,127,188Liabilities 2023: $0Net Assets 2023: $2,127,1882023Assets 2024: $2,124,255Liabilities 2024: $0Net Assets 2024: $2,124,2552024

Latest loaded filing

2024

Assets$2,124,255
Liabilities$0
Net Assets$2,124,255

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2015: $41,257Expenses 2015: $47,420Net Income 2015: -$6,1632015Revenue 2016: $39,092Expenses 2016: $49,264Net Income 2016: -$10,1722016Revenue 2017: $1,525,419Expenses 2017: $54,151Net Income 2017: $1,471,2682017Revenue 2018: $144,797Expenses 2018: $142,256Net Income 2018: $2,5412018Revenue 2019: $95,607Expenses 2019: $127,727Net Income 2019: -$32,1202019Revenue 2020: $92,062Expenses 2020: $115,366Net Income 2020: -$23,3042020Revenue 2021: $92,442Expenses 2021: $116,613Net Income 2021: -$24,1712021Revenue 2022: $106,369Expenses 2022: $120,930Net Income 2022: -$14,5612022Revenue 2023: $98,506Expenses 2023: $151,002Net Income 2023: -$52,4962023Revenue 2024: $101,206Expenses 2024: $179,459Net Income 2024: -$78,2532024

Latest loaded filing

2024

Revenue$101,206
Expenses$179,459
Net Income-$78,253
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 29, 2026
Return Version
2025v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John FasseroPresident-$0--
Rory MaklerTreasurer-$0--
David BertettiVice President-$0--
Kenney TebbeTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFrank Bertetti Benld LibraryOperating-Benld, IL, US$70,000
Paid GrantPartnership for Educational ExcellenceOperating-Gillespie, IL, US$18,000
Paid GrantUnit 7 Fire ProtectionOperating-Gillespie, IL, US$15,000
Paid GrantGillespie AmbulanceOperating-Gillespie, IL, US$15,000
Paid GrantBenld Cemetery AssociationOperating-Benld, IL, US$11,000
Paid GrantGillespie Cemetery AssociationOperating-Gillespie, IL, US$11,000
Paid GrantMinesterial AssociationOperating-Gillespie, IL, US$4,400
Paid GrantItalian ClubOperating-Benld, IL, US$3,300
Paid GrantIllinois Coal MuseumOperating-Gillespie, IL, US$2,200
Paid GrantJoyful AngelsOperating-Gillespie, IL, US$2,200
Filing and Contact Details

Filer

Filer Name
Bertetti Foundation
EIN
37-1360724
Phone
2178393569
Address
2199 Staunton Road, Gillespie, IL 62033

Signing Officer

Name
Rory Makler
Title
Treasurer
Phone
2178393569
Signed
2026-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Staunton Accounting Services LLC
Address
100 E MAIN ST, STAUNTON, IL 62088
Preparer
Andrea Margaritis CPA
Phone
2172981775
Raw XML AppendixShowing 400 of 447 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John Fassero
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Rory Makler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Bertetti
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kenney Tebbe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1212 Route 4
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt224 Brady Loop
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3White City Road
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0John Fassero
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02199 Staunton Road
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IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt064100
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0Donation to the Frank Bertetti Benld Library
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0Donation to the Partnership Education
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt070000
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt018000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0152100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt311000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt411000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63300
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Operating
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Frank Bertetti Benld Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Partnership for Educational Excellence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Unit 7 Fire Protection
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Benld Cemetery Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Gillespie Cemetery Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Illinois Coal Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Italian Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Minesterial Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Gillespie Ambulance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Joyful Angels
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0308 East Central
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Gillespie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Gillespie
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9Gillespie
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0152100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt068234
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt083866
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0164911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0152100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt096677
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt083866
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHECKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027

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