Civic Intelligence

Robert J Gilbert Trust 532 202012009462800

990 • Fiscal year 2022 • EIN 44-6006426

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 28, 2022

Organization ProfileN/A
130 North Side SquareMacomb, IL 61455

(309) 833-4111

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$4,859

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

21st percentile

-9.6%

Faster asset growth than 21% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

130%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$583,919

Down $62,028 (-9.6%) from 2021

Net Assets

Down

$583,919

Down $62,028 (-9.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin75th percentile

Revenue

Up

$34,067

Up $19,238 (+130%) from 2021

Expenses

Up

$25,277

Up $992 (+4.1%) from 2021

Net Income

Up

$8,790

Up $18,246 (+193%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$800K$600K$400K$200K$0Assets 2019: $569,783Liabilities 2019: $0Net Assets 2019: $569,7832019Assets 2020: $568,748Liabilities 2020: $0Net Assets 2020: $568,7482020Assets 2021: $645,947Liabilities 2021: $0Net Assets 2021: $645,9472021Assets 2022: $583,919Liabilities 2022: $0Net Assets 2022: $583,9192022Assets 2023: $599,562Liabilities 2023: $0Net Assets 2023: $599,5622023Assets 2024: $615,794Liabilities 2024: $0Net Assets 2024: $615,7942024Assets 2025: $646,014Liabilities 2025: $0Net Assets 2025: $646,0142025

Highlighted filing

2022

Assets$583,919
Liabilities$0
Net Assets$583,919
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2019: $25,070Expenses 2019: $28,569Net Income 2019: -$3,4992019Revenue 2020: $25,405Expenses 2020: $23,845Net Income 2020: $1,5602020Revenue 2021: $14,829Expenses 2021: $24,285Net Income 2021: -$9,4562021Revenue 2022: $34,067Expenses 2022: $25,277Net Income 2022: $8,7902022Revenue 2023: $12,043Expenses 2023: $27,463Net Income 2023: -$15,4202023Revenue 2024: $60,559Expenses 2024: $36,664Net Income 2024: $23,8952024Revenue 2025: $29,499Expenses 2025: $14,674Net Income 2025: $14,8252025

Highlighted filing

2022

Revenue$34,067
Expenses$25,277
Net Income$8,790
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 28, 2022
Return Version
2021v4.1
Gross Receipts
$121,758
Mission and Program Overview

Mission

Supports charitable organization (First Christian Church, Macomb, IL)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$645,947--
Rtn Earn Endowment Incm Other Fnds-$583,919-
Investments in Publicly Traded Securities$620,778$559,738▼ $61,040
Savings and Temporary Cash Investments$25,169$24,181▼ $988
Total Assets$645,947$583,919▼ $62,028
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$645,947$583,919▼ $62,028
Total Liabilities and Net Assets / Fund Balance$645,947$583,919▼ $62,028
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
Attn Timothy E MossTrustee$4,859$4,859
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34,046
Other Revenue
$21
Change in Net Assets
$8,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,295
Salaries, Compensation, and Employee Benefits$4,859
Other Expenses$123
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,295--$20,295
Current Officers, Directors, Trustees, and Key Employees-$4,859-$4,859
All Other Expenses-$123-$123
Total Functional Expenses$20,295$4,982$0$25,277
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“MidAmerica National Bank is the sole trustee of the Robert Gilbert Trust.”

Form 990, Page 6, Part VI, Line 2

“N/A”

Explanation for Form 990, Page 6, Part VI, Line 3

“N/A”

Explanation for Form 990, Page 6, Part VI, Line 4

“N/A”

Explanation for Form 990, Page 6, Part VI, Line 5

“N/A”

Explanation for Form 990, Page 6, Part VI, Line 6

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“MidAmerica National Bank, the Trust's sole corporate trustee, prepared this tax return. However, a copy this tax return will be provided to the Trust Committee of the First Christian Church for their review after the return has been filed.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“MidAmerica National Bank has an ethics policy covering all of its employees, including employees of the Bank's Wealth Management Department. The Bank is regularly reviewed by internal auditors, outside public accountants, and the Office of the Comptroller of the Currency.”

FORM 990, PAGE 6, PART VI, LINE 15A

“MidAmerica National Bank is governed by a board of directors.”

FORM 990, PAGE 6, PART VI, LINE 15B

“MidAmerica National Bank is governed by a board of directors.”

Form 990, Page 6, Part VI, Line 19

“The Robert Gilbert Trust was created pursuant to the terms of the Last Will and Testament of Robert Gilbert. A copy of the document is available upon request. MidAmerica National Bank's conflict of interest policy is not available to the public. Financial information relating to this tax return is available upon request.”

Form 990, Page 7, Part VII, Section A

“MidAmerica National Bank 2 hours per week.”

Filing and Contact Details

Filer

Filer Name
Robert Gilbert Trust 5382
EIN
44-6006426
Phone
3098334111
Address
130 NORTH SIDE SQUARE, MACOMB, IL 61455

Signing Officer

Name
Timothy E Moss Midamerica Nat Bk
Title
Trust Officer
Phone
3098334111
Signed
2022-07-28

Organization Details

Principal Officer
Timothy E Moss
Formed
2007
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing Differences and Rounding”

Raw XML Appendix366 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MidAmerica National Bank, Trustee of the Robert Gilbert Trust, meets with the Trust Committee of the First Christian Church at least annually to review the account's performance and to ascertain needs for annual Trust income.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1MidAmerica National Bank, as Truste, ascertains the needs of the First Christian Church and sets investment strategies to conform to its needs (for example, asset allocations, risk tolerance, etc.).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Robert Gilbert Trust has provided funding to the First Christian Church of Macomb, Illinois ("the Church"), since 2007. The Church is the only organization that the Robert Gilbert Trust supports. The Church has a "Trust Committee" to which MidAmerica National Bank reports at least once each year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3During each fiscal year, the Trust issues two payments to satisfy the "Distributable Amount." For fiscal year ending 06/30/2022, one of the payments were NOT update and an outdated amount was issued in error. The shortfall of $749 will be included in distributions for fiscal year ending 06/30/2023.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Form 990, Schedule A, Part V, Section D, Line 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Form 990, Part V, Section E, Line 6
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020295
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0First Christian Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt020295
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MidAmerica National Bank is the sole trustee of the Robert Gilbert Trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MidAmerica National Bank, the Trust's sole corporate trustee, prepared this tax return. However, a copy this tax return will be provided to the Trust Committee of the First Christian Church for their review after the return has been filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MidAmerica National Bank has an ethics policy covering all of its employees, including employees of the Bank's Wealth Management Department. The Bank is regularly reviewed by internal auditors, outside public accountants, and the Office of the Comptroller of the Currency.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MidAmerica National Bank is governed by a board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MidAmerica National Bank is governed by a board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14The Robert Gilbert Trust was created pursuant to the terms of the Last Will and Testament of Robert Gilbert. A copy of the document is available upon request. MidAmerica National Bank's conflict of interest policy is not available to the public. Financial information relating to this tax return is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MidAmerica National Bank 2 hours per week.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Timing Differences and Rounding
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt025277
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt011769
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034067
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0130 N Side Square
IRS990/USAddress/CityNm0Macomb
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061455
IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY E MOSS MIDAMERICA NAT BK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum03098334111
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT GILBERT TRUST 5382
ReturnHeader/Filer/BusinessNameControlTxt0GILB
ReturnHeader/Filer/EIN0446006426
ReturnHeader/Filer/PhoneNum03098334111
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 NORTH SIDE SQUARE
ReturnHeader/Filer/USAddress/CityNm0MACOMB
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061455
ReturnHeader/ReturnTs02022-07-28T08:00:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$583,919
Liabilities
$0
Net assets
$583,919
Revenue
$34,067
Expenses
$25,277
Net income
$8,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.46$0.00$6.46$0.29$0.15$0.15
2024Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.61$0.37$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.12$0.27$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.34$0.25$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.15$0.24$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.25$0.24$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.25$0.29$0.03