Civic Intelligence

Charles M Ross Trust

990PF • Fiscal year 2013 • EIN 37-6075511

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 07, 2013

Organization Profile
Weeks Brucker LTD PO Box 288Fairbury, IL 61739
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

77th percentile

$1,800

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

43rd percentile

-1.3%

Faster asset growth than 43% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

45th percentile

-1.1%

Faster revenue growth than 45% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$418,283

Down $5,382 (-1.3%) from 2012

Net Assets

$418,283

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin16th percentile

Revenue

Down

$21,585

Down $239 (-1.1%) from 2012

Expenses

Up

$26,967

Up $2,139 (+8.6%) from 2012

Net Income

Down

-$5,382

Down $2,378 (-79%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$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

2013

Assets$418,283
Liabilities$1
Net Assets$418,283
Open 2013 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$21,585
Expenses$26,967
Net Income-$5,382
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 7, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas BruckerExec Director-$1,800-$1,800
James MooreTrustee-$1,000-$1,000
Jeffrey J MooreTrustee-$1,000-$1,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EducationalN/AChicago, IL, US$4,000
Paid Grant-EducationalN/AChicago, IL, US$4,000
Paid Grant-EducationalN/ANashville, TN, US$3,000
Paid Grant-EducationalN/ANashville, TN, US$3,000
Paid Grant-EducationalN/ABlack Creek, WI, US$2,000
Paid Grant-EducationalN/ANashvile, TN, US$2,000
Paid Grant-EducationalN/AMilwaukee, WI, US$1,000
Filing and Contact Details

Filer

EIN
37-6075511
Raw XML Appendix373 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome0263
AccountingFeesSchedule/AccountingFees/Amount01315
AccountingFeesSchedule/AccountingFees/Category0Insight CPAs & Financial
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01052
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0263
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount022188
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-615
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount012
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0US Treasury Refund
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount022200
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0-615
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA021585
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm0263
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01052
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0263
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01315
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome020606
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm0360
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01440
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm0360
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss01800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps019000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss019000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm022188
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm022188
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss022188
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-5382
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice060000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss012
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm0400
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps01600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0400
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss02000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-615
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome020606
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm0400
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps01660
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm0400
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss02000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0206
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm041
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps0162
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm041
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0203
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome022200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm01594
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps025433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01594
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss026967
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome022200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses021585
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm01594
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps06433
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01594
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07967
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm089
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps0354
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm089
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss0443
IRS990PF/BalanceSheets/CapitalStockBOY0371012
IRS990PF/BalanceSheets/CapitalStockEOY0370397
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY067981
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY067981
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0264710
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0323923
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0355024
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY052653
IRS990PF/BalanceSheets/RetainedEarningsEOY047886
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY090974
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY026379
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV026379
IRS990PF/BalanceSheets/TotalAssetsBOY0423665
IRS990PF/BalanceSheets/TotalAssetsEOY0418283
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0381403
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0423665
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0418283
IRS990PF/BalanceSheets/TotalNetAssetsBOY0423665
IRS990PF/BalanceSheets/TotalNetAssetsEOY0418283
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-615
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis010615
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02003-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-07-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-04-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0400 Citigroup Cap VIII
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11 Provident Bank CD 5%, due 7/15/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-615
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-615
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice010000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5382
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0418283
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0423665
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0418283
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted021448
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj021448
IRS990PF/DistributableAmount/DistributableAmountBeforeDed021448
IRS990PF/DistributableAmount/MinimumInvestmentReturn021654
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0206
IRS990PF/DistributableAmount/TotalTax0206
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0206
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0206
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0206
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0206
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0381403
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0439668
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances040299
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0399369
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06595
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn021654
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0433073
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0439668
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation01800
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation11000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation21000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Thomas Brucker
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1James Moore
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Jeffrey J Moore
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Exec Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO Box 288
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11300 Hanlon Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123195 Ketch Court
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Fairbury
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Green Oaks
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Aurora
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode061739
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode160048
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode260504
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct023129
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets022923
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.05293
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05634
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05439
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.05737
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.05482
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.04174
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0433073
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10410345
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20403193
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30366667
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40324306
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50428596
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0206
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions025433
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1023119
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2021931
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3021035
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4017777
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5017890
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.26466
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions025227
IRS990PF/QualifyingDistributions/ExpensesAndContributions025433
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0206
IRS990PF/QualifyingDistributions/QualifyingDistributions025433
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Thomas Brucker
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08156922302
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO Box 288
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Fairbury
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode061739
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0See attached application.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Thomas Brucker
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08156922362
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10606 West Oak Street PO Box 288
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Fairbury
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode061739
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0None
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines06/30/13
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount34000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount53000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount63000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Holly Christine Schilcher
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Lincoln R Rice
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Jasmine Alicia Taylor
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Elizabeth Marie Gordon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Brian Timothy Wright
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Grace Juei Shin
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6Vanessa Newton Johnson
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10408 S Clark St PO Box 165
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111006 N 22nd St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine125334 S Greenwood Ave Apt 211
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine135303 Kimbark Ave 2B
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141803 A Blair Blvd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153000 Vanderbuild Place 447
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine162715 Warmtham Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Black Creek
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Milwaukee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Nashvile
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Nashville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Nashville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode054106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153233
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode260615
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode360615
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode437212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode537212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode637215
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear019000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear021448
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted021448
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102696
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06681
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03985
IRS990PF/UndistributedIncome/ExcessFromYear102696
IRS990PF/UndistributedIncome/QualifyingDistributions025433
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03985
IRS990PF/UndistributedIncome/TotalCorpus06681
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02696
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome0400
LegalFeesSchedule/LegalFees/Amount02000
LegalFeesSchedule/LegalFees/Category0Week & Brucker, Ltd
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01600
LegalFeesSchedule/LegalFees/NetInvestmentIncome0400
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome047
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome1-6
OtherExpensesSchedule/OtherExpenses/Description0Security Bond
OtherExpensesSchedule/OtherExpenses/Description1Miscellaneous
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0188
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1-23
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome047
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1-6
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0235
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1-29
TaxesSchedule/Taxes/AdjustedNetIncome041
TaxesSchedule/Taxes/Amount0203
TaxesSchedule/Taxes/Category0Excise Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps0162
TaxesSchedule/Taxes/NetInvestmentIncome041
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0376075511
ReturnHeader/Filer/Name/BusinessNameLine10Charles M Ross Trust
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone08156922302
ReturnHeader/Filer/USAddress/AddressLine10Weeks Brucker LTD PO Box 288
ReturnHeader/Filer/USAddress/City0Fairbury
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode061739
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-07
ReturnHeader/Officer/Name0Thomas Brucker
ReturnHeader/Officer/Title0Exec Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Insight CPAs & Financial LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102712 McGraw Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Bloomington
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode061704
ReturnHeader/Preparer/Name0Mark A Nicholas
ReturnHeader/Preparer/Phone03096631353
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-07T10:04:16-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$418,283
Liabilities
$1
Net assets
$418,283
Revenue
$21,585
Expenses
$26,967
Net income
-$5,382
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits