Civic Intelligence

Robert Alpert Irrevocable Trust

EIN 46-7321538 • Normal, IL

200 W College AveNormal, IL 61761
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-126%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$7,172

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 32.8% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-5.4%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-48%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$484,536

Down $27,573 (-5.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$484,536

No earlier filing loaded for comparison.

Revenue

Down

$21,859

Down $19,809 (-48%) from 2023

Expenses

Up

$49,501

Up $7,194 (+17%) from 2023

Net Income

Down

-$27,642

Down $27,003 (-4226%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $576,226Liabilities 2015: $02015Assets 2019: $516,998Liabilities 2019: $02019Assets 2020: $516,450Liabilities 2020: $0Net Assets 2020: $516,4502020Assets 2021: $534,209Liabilities 2021: $0Net Assets 2021: $534,2092021Assets 2022: $513,051Liabilities 2022: $0Net Assets 2022: $513,0512022Assets 2023: $512,109Liabilities 2023: $12023Assets 2024: $484,536Liabilities 2024: $0Net Assets 2024: $484,5362024

Highlighted filing

2024

Assets$484,536
Liabilities$0
Net Assets$484,536

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $17,286Expenses 2015: $12,480Net Income 2015: $4,8062015Revenue 2019: $22,796Expenses 2019: $34,397Net Income 2019: -$11,6012019Revenue 2020: $25,550Expenses 2020: $26,213Net Income 2020: -$6632020Revenue 2021: $60,691Expenses 2021: $42,944Net Income 2021: $17,7472021Revenue 2022: $11,964Expenses 2022: $33,170Net Income 2022: -$21,2062022Revenue 2023: $41,668Expenses 2023: $42,307Net Income 2023: -$6392023Revenue 2024: $21,859Expenses 2024: $49,501Net Income 2024: -$27,6422024

Highlighted filing

2024

Revenue$21,859
Expenses$49,501
Net Income-$27,642

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2014
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,172-$7,172
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Education expenses-Peru, IL, US$5,000
Paid Grant-Education expenses-Peru, IL, US$5,000
Paid Grant-Education expenses-Peru, IL, US$5,000
Paid Grant-Education expenses-Peru, IL, US$5,000
Paid Grant-Education expenses-Peru, IL, US$5,000
Paid Grant-Education expenses-Peru, IL, US$5,000
Paid Grant-Education expenses-Peru, IL, US$5,000
Paid Grant-Education expenses-Peru, IL, US$770
Paid Grant-Education expenses-Peru, IL, US$770
Paid Grant-Education expenses-Peru, IL, US$688
Paid Grant-Education expenses-Peru, IL, US$688
Paid Grant-Education expenses-Peru, IL, US$625
Paid Grant-Education expenses-Peru, IL, US$625
Paid Grant-Education expenses-Peru, IL, US$518
Paid Grant-Education expenses-Peru, IL, US$518
Filing and Contact Details

Filer

Filer Name
Robert Alpert Irrevocable Trust
EIN
46-7321538
In Care Of
% Heartland Bank and Trust Co
Phone
3096644562
Address
200 W College Ave, Normal, IL 61761

Signing Officer

Name
Heartland Bank and Trust Company
Title
Fiduciary
Phone
3096644562
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Miller Shevokas Group Inc
Address
1025 PEORIA ST, PERU, IL 61354
Preparer
Jodie L Miller
Phone
8152238808
Raw XML Appendix341 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71323 27th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82701 Debo Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91102 Harrison St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103101 7th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111708 27th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1222 11th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13630 11th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142415 9th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Peru
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd261354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd461354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd561354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd661354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd761354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd861354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd961354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1061354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1161354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1261354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1361354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1461354
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040202
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/AppliedToCurrentYearAmt027849
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03886
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034411
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012463
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03886
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044298
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016449
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034411
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017962
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-69
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Income timing differences
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Illinois annual filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt01122
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax based on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01122
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Heartland Bank and Trust Company
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Fiduciary
ReturnHeader/BusinessOfficerGrp/PhoneNum03096644562
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert Alpert Irrevocable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0467321538
ReturnHeader/Filer/InCareOfNm0% Heartland Bank and Trust Co
ReturnHeader/Filer/PhoneNum03096644562
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 W College Ave
ReturnHeader/Filer/USAddress/CityNm0Normal
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061761
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832706104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER SHEVOKAS GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01025 PEORIA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PERU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061354
ReturnHeader/PreparerPersonGrp/PhoneNum08152238808
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODIE L MILLER
ReturnHeader/ReturnTs02025-05-13T08:57:13-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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