Civic Intelligence

The Robert G Rogers and Jane E Rogers Family Foundation Inc.

990PF • Fiscal year 2016 • EIN 04-3436740

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 21, 2017

3 Sovereign DrBay City, MI 48708

(989) 892-3814

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-72500%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$17,106

Down $1,450 (-7.8%) from 2015

Net Assets

Down

$17,106

Down $1,450 (-7.8%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$2

Down $12,999 (-100%) from 2015

Expenses

Down

$1,452

Down $893 (-38%) from 2015

Net Income

Down

-$1,450

Down $12,106 (-114%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $3,128Liabilities 2010: $0Net Assets 2010: $3,1282010Assets 2011: $3,109Liabilities 2011: $12011Assets 2012: $3,090Liabilities 2012: $0Net Assets 2012: $3,0902012Assets 2013: $3,070Liabilities 2013: $1Net Assets 2013: $3,0702013Assets 2014: $7,900Liabilities 2014: $0Net Assets 2014: $7,9002014Assets 2015: $18,556Liabilities 2015: $1Net Assets 2015: $18,5562015Assets 2016: $17,106Liabilities 2016: $0Net Assets 2016: $17,1062016Assets 2017: $40,069Liabilities 2017: $0Net Assets 2017: $40,0692017Assets 2018: $51,849Liabilities 2018: $0Net Assets 2018: $51,8492018Assets 2019: $62,285Liabilities 2019: $1Net Assets 2019: $62,2852019Assets 2020: $58,006Liabilities 2020: $12020Assets 2021: $71,959Liabilities 2021: $1Net Assets 2021: $71,9592021Assets 2022: $91,115Liabilities 2022: $12022Assets 2023: $110,855Liabilities 2023: $12023Assets 2024: $122,120Liabilities 2024: $0Net Assets 2024: $122,1202024

Highlighted filing

2016

Assets$17,106
Liabilities$0
Net Assets$17,106

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2010: $202010Revenue 2011: $1Expenses 2011: $20Net Income 2011: -$192011Expenses 2012: $202012Revenue 2013: $1Expenses 2013: $20Net Income 2013: -$192013Revenue 2014: $11,000Expenses 2014: $6,170Net Income 2014: $4,8302014Revenue 2015: $13,001Expenses 2015: $2,345Net Income 2015: $10,6562015Revenue 2016: $2Expenses 2016: $1,452Net Income 2016: -$1,4502016Revenue 2017: $27,083Expenses 2017: $4,120Net Income 2017: $22,9632017Revenue 2018: $16,588Expenses 2018: $4,808Net Income 2018: $11,7802018Revenue 2019: $15,918Expenses 2019: $5,482Net Income 2019: $10,4362019Revenue 2020: $123Expenses 2020: $4,402Net Income 2020: -$4,2792020Revenue 2021: $21,507Expenses 2021: $7,554Net Income 2021: $13,9532021Revenue 2022: $25,537Expenses 2022: $6,381Net Income 2022: $19,1562022Revenue 2023: $25,583Expenses 2023: $5,843Net Income 2023: $19,7402023Revenue 2024: $29,413Expenses 2024: $18,148Net Income 2024: $11,2652024

Highlighted filing

2016

Revenue$2
Expenses$1,452
Net Income-$1,450
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 21, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G ROGERSPres/Treas-$0--
JANE E ROGERSVP/Secretary-$0--
ALEXANDER J ROGERSTrustee-$0--
ADAM M ROGERSTrustee-$0--
ERIN L GILBERTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert G Rogers & Jane E Rogers
EIN
04-3436740
Phone
9898923814
Address
3 SOVEREIGN DR, BAY CITY, MI 48708

Signing Officer

Name
Robert G Rogers
Title
Pres/treas
Phone
9898923814
Signed
2017-07-21

Preparer

Firm
Zehnder & Associates Pc
Address
516 S MAIN ST STE A, FRANKENMUTH, MI 48734-1117
Preparer
Russell M Welchli CPA Csep
Phone
9896522665
Raw XML Appendix340 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/RecipientBusinessName/BusinessNameLine1Txt6MILTON ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SWATHMORE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8BAY AREA WOMENS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MCLAREN MEDICAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SIMON WIESENTHAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6NON PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0901 N WATER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 42
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2100 ADAMS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37400 BAY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4161 OTTAWA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5TELEGRAPH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6170 CENTRE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7500 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83411 MIDLAND RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91900 COLUMBUS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101399 ROXBURY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BAY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BAY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BAY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3UNIVERSITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GRAND RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BLOOMFIELD HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SWATHMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BAY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BAY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd548301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602186
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd719081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd848706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd948708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1090035
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01422
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/AppliedToCurrentYearAmt0884
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05788
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08292
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0568
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05788
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01452
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0568
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08292
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07724
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF MICHIGAN
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt020
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum09898923814
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT G ROGERS & JANE E ROGERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0043436740
ReturnHeader/Filer/PhoneNum09898923814
ReturnHeader/Filer/USAddress/AddressLine1Txt03 SOVEREIGN DR
ReturnHeader/Filer/USAddress/CityNm0BAY CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048708
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId093BAB83A1A4F05A5D52AEFF1699D605D0BC52EF0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId093BAB83A1A4F05A5D52AEFF1699D605D0BC52EF0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200591063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZEHNDER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0516 S MAIN ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKENMUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0487341117
ReturnHeader/PreparerPersonGrp/PhoneNum09896522665
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSSELL M WELCHLI CPA CSEP
ReturnHeader/ReturnTs02017-09-27T11:43:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.29$0.18$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$0.26$0.06$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.26$0.06$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.22$0.08$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.00$0.04$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.16$0.05$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.17$0.05$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.27$0.04$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00$0.01$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.13$0.02$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.11$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00