Civic Intelligence

Charles M Ross Trust

EIN 37-6075511 • Fairbury, IL

Weeksbruckercoleman Ltdpobox 288Fairbury, IL 61739
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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$1,800

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

60th percentile

1.7%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-77%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$412,414

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$412,414

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin80th percentile

Revenue

$23,709

No earlier filing loaded for comparison.

Expenses

$16,966

No earlier filing loaded for comparison.

Net Income

$6,743

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2012: $423,665Liabilities 2012: $02012Assets 2013: $418,283Liabilities 2013: $1Net Assets 2013: $418,2832013Assets 2014: $415,549Liabilities 2014: $1Net Assets 2014: $415,5492014Assets 2015: $406,672Liabilities 2015: $1Net Assets 2015: $406,6722015Assets 2016: $389,743Liabilities 2016: $12016Assets 2017: $389,157Liabilities 2017: $0Net Assets 2017: $389,1572017Assets 2018: $372,582Liabilities 2018: $0Net Assets 2018: $372,5822018Assets 2019: $368,010Liabilities 2019: $0Net Assets 2019: $368,0102019Assets 2020: $363,247Liabilities 2020: $1Net Assets 2020: $363,2472020Assets 2021: $353,438Liabilities 2021: $1Net Assets 2021: $353,4382021Assets 2022: $345,920Liabilities 2022: $1Net Assets 2022: $345,9202022Assets 2023: $335,827Liabilities 2023: $12023Assets 2025: $412,414Liabilities 2025: $0Net Assets 2025: $412,4142025

Highlighted filing

2025

Assets$412,414
Liabilities$0
Net Assets$412,414
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

$40K$20K$0-$20KRevenue 2012: $21,824Expenses 2012: $24,828Net Income 2012: -$3,0042012Revenue 2013: $21,585Expenses 2013: $26,967Net Income 2013: -$5,3822013Revenue 2014: $22,327Expenses 2014: $25,061Net Income 2014: -$2,7342014Revenue 2015: $20,107Expenses 2015: $28,984Net Income 2015: -$8,8772015Revenue 2016: $6,452Expenses 2016: $23,381Net Income 2016: -$16,9292016Revenue 2017: $23,388Expenses 2017: $23,974Net Income 2017: -$5862017Revenue 2018: $8,722Expenses 2018: $25,297Net Income 2018: -$16,5752018Revenue 2019: $19,223Expenses 2019: $23,795Net Income 2019: -$4,5722019Revenue 2020: $19,178Expenses 2020: $23,941Net Income 2020: -$4,7632020Revenue 2021: $17,146Expenses 2021: $26,955Net Income 2021: -$9,8092021Revenue 2022: $18,063Expenses 2022: $25,581Net Income 2022: -$7,5182022Revenue 2023: $15,117Expenses 2023: $25,210Net Income 2023: -$10,0932023Revenue 2025: $23,709Expenses 2025: $16,966Net Income 2025: $6,7432025

Highlighted filing

2025

Revenue$23,709
Expenses$16,966
Net Income$6,743
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$412,414
Liabilities
$0
Net assets
$412,414
Revenue
$23,709
Expenses
$16,966
Net income
$6,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.24$0.17$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$0.15$0.25$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.18$0.26$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.17$0.27$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.19$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.19$0.24$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.09$0.25$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$0.23$0.24$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.00$0.06$0.23$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$0.20$0.29$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.22$0.25$0.03
2013Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.22$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$4.24$0.00$0.22$0.25$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 16, 2026
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK A COLEMAN JRExec Directo-$1,800-$1,800
THOMAS PALMIERITrustee-$1,500-$1,500
REBECCA MOORE PALMIERITrustee-$1,500-$1,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONICHICAGO, IL, US$4,000
Paid Grant-EDUCATIONIALEXANDRIA, MN, US$3,000
Filing and Contact Details

Filer

Filer Name
Charles M Ross Trust
EIN
37-6075511
Phone
8156922302
Address
WEEKSBRUCKERCOLEMAN LTDPOBOX 288, FAIRBURY, IL 61739

Signing Officer

Name
Mark a Coleman Jr
Title
Exec Director
Phone
8156922302
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Insight Cpas & Financial Pllc
Address
3040 N UNIVERSITY AVE STE 1, DECATUR, IL 62526
Preparer
Jaimie Klawitter CPA
Phone
3096631353
Raw XML Appendix295 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ANDREW ADAMEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1QUINCY GUENTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02678 COUNTY ROAD 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15129 S INGLESIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt03F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd056308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160615
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
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/AppliedToCurrentYearAmt012980
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02843
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06387
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012980
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06387
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010320
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0400
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01200
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0400
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0738
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST PURCHASE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0738
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt159
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SECURITY BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0141
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1178
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1296
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0515
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAINS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0515
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0515
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt097
TaxesSchedule/TaxesDetail/Amt0485
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0291
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt097
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK A COLEMAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08156922302
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES M ROSS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0376075511
ReturnHeader/Filer/PhoneNum08156922302
ReturnHeader/Filer/USAddress/AddressLine1Txt0WEEKSBRUCKERCOLEMAN LTDPOBOX 288
ReturnHeader/Filer/USAddress/CityNm0FAIRBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061739
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452859647
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INSIGHT CPAS & FINANCIAL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03040 N UNIVERSITY AVE STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062526
ReturnHeader/PreparerPersonGrp/PhoneNum03096631353
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAIMIE KLAWITTER CPA
ReturnHeader/ReturnTs02026-02-18T16:28:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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