Civic Intelligence

Robert J Gilbert Trust 532 202012009462800

990 • Fiscal year 2023 • EIN 44-6006426

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 10, 2023

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.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$4,598

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 38.2% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

53rd percentile

2.7%

Faster asset growth than 53% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-65%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$599,562

Up $15,643 (+2.7%) from 2022

Net Assets

Up

$599,562

Up $15,643 (+2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin6th percentile

Revenue

Down

$12,043

Down $22,024 (-65%) from 2022

Expenses

Up

$27,463

Up $2,186 (+8.6%) from 2022

Net Income

Down

-$15,420

Down $24,210 (-275%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2023

Assets$599,562
Liabilities$0
Net Assets$599,562
Open 2023 Filing

Operations Trend

Revenue Growth5th 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

2023

Revenue$12,043
Expenses$27,463
Net Income-$15,420
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 10, 2023
Return Version
2022v5.0
Gross Receipts
$91,060
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$559,738$586,810▲ $27,072
Cap Stk Tr Prin Current Funds$583,919$583,919→ $0
Rtn Earn Endowment Incm Other Fnds-$15,643-
Savings and Temporary Cash Investments$24,181$12,752▼ $11,429
Total Assets$583,919$599,562▲ $15,643
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$583,919$599,562▲ $15,643
Total Liabilities and Net Assets / Fund Balance$583,919$599,562▲ $15,643
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
Attn Timothy E MossTrustee$4,598$4,598
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$12,043
Other Revenue
$0
Change in Net Assets
$-15,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,750
Salaries, Compensation, and Employee Benefits$4,598
Other Expenses$115
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,750--$22,750
Current Officers, Directors, Trustees, and Key Employees-$4,598-$4,598
All Other Expenses-$115-$115
Total Functional Expenses$22,750$4,713$0$27,463
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Christian ChurchMacomb, IL501(c)(3)Unrestricted$22,750
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
2023-08-10

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 Appendix374 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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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt079017
IRS990/LoanOutstandingInd0false
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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 two annual payments was not updated. Therefore, the Trust underpaid the required distributable amount for fiscal year ending 06/30/2022 by $749. Additional amounts were paid during fiscal year ending 06/30/2023 to ensure the full required amount was paid.
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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 2
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0First Christian Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt022750
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt022750
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Unrestricted
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0First Christian Church
IRS990ScheduleI/RecipientTable/RecipientEIN0370800773
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0120 North McArthur Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Macomb
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061455
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Amounts distributed to the Trust's sole beneficiary, First Christian Church of Macomb, Illinois, are unrestricted.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0583919
IRS990/TotalAssetsEOYAmt0599562
IRS990/TotalAssetsGrp/BOYAmt0583919
IRS990/TotalAssetsGrp/EOYAmt0599562
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04713
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022750
IRS990/TotalFunctionalExpensesGrp/TotalAmt027463
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0583919
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0599562
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022750
IRS990/TotalReportableCompFromOrgAmt04598
IRS990/TotalRevenueGrp/ExclusionAmt011995
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012043
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0583919
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0599562
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0130 N Side Square
IRS990/USAddress/CityNm0Macomb
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061455
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY E MOSS MIDAMERICA NAT BK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum03098334111
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-10
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02023-08-22T15:00:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$599,562
Liabilities
$0
Net assets
$599,562
Revenue
$12,043
Expenses
$27,463
Net income
-$15,420
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