Civic Intelligence

Russell C Allen Trust

990PF • Fiscal year 2025 • EIN 39-6322949

Sep 01, 2024 to Aug 31, 2025 • Filed on Nov 05, 2025

Organization Profile
PO Box 95672Chicago, IL 60694-5672

(312) 461-5154

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

11th percentile

-22%

Higher net margin than 11% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

45th percentile

$23,759

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

31st percentile

-1.6%

Faster asset growth than 31% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

52%

Faster revenue growth than 87% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,770,191

Down $45,328 (-1.6%) from 2024

Net Assets

Down

$2,770,191

Down $45,328 (-1.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin11th percentile

Revenue

Up

$206,715

Up $70,386 (+52%) from 2024

Expenses

Up

$252,471

Up $22,311 (+9.7%) from 2024

Net Income

Up

-$45,756

Up $48,075 (+51%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,680,629Liabilities 2011: $0Net Assets 2011: $2,680,6292011Assets 2012: $2,694,527Liabilities 2012: $0Net Assets 2012: $2,694,5272012Assets 2013: $2,740,420Liabilities 2013: $0Net Assets 2013: $2,740,4202013Assets 2014: $3,071,507Liabilities 2014: $0Net Assets 2014: $3,071,5072014Assets 2015: $3,175,828Liabilities 2015: $02015Assets 2016: $3,194,757Liabilities 2016: $02016Assets 2019: $3,130,479Liabilities 2019: $1Net Assets 2019: $3,130,4792019Assets 2020: $3,079,583Liabilities 2020: $1Net Assets 2020: $3,079,5832020Assets 2021: $3,037,609Liabilities 2021: $1Net Assets 2021: $3,037,6092021Assets 2022: $3,050,798Liabilities 2022: $1Net Assets 2022: $3,050,7982022Assets 2023: $2,909,704Liabilities 2023: $1Net Assets 2023: $2,909,7042023Assets 2024: $2,815,519Liabilities 2024: $0Net Assets 2024: $2,815,5192024Assets 2025: $2,770,191Liabilities 2025: $0Net Assets 2025: $2,770,1912025

Highlighted filing

2025

Assets$2,770,191
Liabilities$0
Net Assets$2,770,191
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $102,384Expenses 2011: $76,231Net Income 2011: $26,1532011Expenses 2012: $72,9752012Revenue 2013: $130,849Expenses 2013: $77,370Net Income 2013: $53,4792013Revenue 2014: $420,679Expenses 2014: $87,677Net Income 2014: $333,0022014Revenue 2015: $206,855Expenses 2015: $100,351Net Income 2015: $106,5042015Revenue 2016: $144,296Expenses 2016: $124,354Net Income 2016: $19,9422016Revenue 2019: $194,525Expenses 2019: $220,195Net Income 2019: -$25,6702019Revenue 2020: $164,087Expenses 2020: $215,782Net Income 2020: -$51,6952020Revenue 2021: $181,403Expenses 2021: $223,648Net Income 2021: -$42,2452021Revenue 2022: $277,610Expenses 2022: $264,570Net Income 2022: $13,0402022Revenue 2023: $116,511Expenses 2023: $257,629Net Income 2023: -$141,1182023Revenue 2024: $136,329Expenses 2024: $230,160Net Income 2024: -$93,8312024Revenue 2025: $206,715Expenses 2025: $252,471Net Income 2025: -$45,7562025

Highlighted filing

2025

Revenue$206,715
Expenses$252,471
Net Income-$45,756
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BMO HARRIS BANK N ATrustee-$23,759-$23,759
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEASTCASTLE PLACE INCPROGRAM SUPPORTPCMILWAUKEE, WI, US$226,465
Filing and Contact Details

Filer

Filer Name
Allen Russell C Tr Main
EIN
39-6322949
Phone
3124615154
Address
PO BOX 95672, CHICAGO, IL 60694-5672

Signing Officer

Name
Donald Moreau
Title
Trustee
Phone
3124615154
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
330 RUSH ALLEY SUITE 800, COLUMBUS, OH 43215-3932
Preparer
Kelly Neugebauer
Phone
6142211000
Raw XML Appendix317 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4532. ISHARES TR 1-3 YR TREASURY INDEX FD
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0C/O MICHELLE WILLMS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02626934101
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0226465
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EASTCASTLE PLACE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0226465
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011880
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0226465
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0259609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0238345
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0247729
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0226465
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0428
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0238
TaxesSchedule/TaxesDetail/Amt11712
TaxesSchedule/TaxesDetail/Amt2294
TaxesSchedule/TaxesDetail/Amt33
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2294
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt33
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD MOREAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03124615154
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLEN RUSSELL C TR MAIN
ReturnHeader/Filer/BusinessNameControlTxt0RUSS
ReturnHeader/Filer/EIN0396322949
ReturnHeader/Filer/PhoneNum03124615154
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 95672
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606945672
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 RUSH ALLEY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432153932
ReturnHeader/PreparerPersonGrp/PhoneNum06142211000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NEUGEBAUER
ReturnHeader/ReturnTs02025-11-05T08:01:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,770,191
Liabilities
$0
Net assets
$2,770,191
Revenue
$206,715
Expenses
$252,471
Net income
-$45,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.21$0.25$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.14$0.23$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.12$0.26$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.28$0.26$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.18$0.22$0.04
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.08$0.00$3.08$0.16$0.22$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.19$0.22$0.03
2016Summary only. Only limited summary data is available for this year.$3.19$0.00$0.14$0.12$0.02
2015Summary only. Only limited summary data is available for this year.$3.18$0.00$0.21$0.10$0.11
2014Summary only. Only limited summary data is available for this year.$3.07$0.00$3.07$0.42$0.09$0.33
2013Summary only. Only limited summary data is available for this year.$2.74$0.00$2.74$0.13$0.08$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$0.07
2011Summary only. Only limited summary data is available for this year.$2.68$0.00$2.68$0.10$0.08$0.03