Civic Intelligence

Herbert and Junia Doan Foundation

990PF • Fiscal year 2021 • EIN 20-0048522

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 01, 2022

Organization Profile
3801 Valley DriveMidland, MI 48640

(989) 631-6600

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

78th percentile

40%

Higher net margin than 78% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

45th percentile

5.3%

Faster asset growth than 45% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-34%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,558,658

Up $79,086 (+5.3%) from 2020

Net Assets

Up

$1,558,658

Up $79,086 (+5.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin78th percentile

Revenue

Down

$193,843

Down $97,828 (-34%) from 2020

Expenses

Up

$116,141

Up $12,114 (+12%) from 2020

Net Income

Down

$77,702

Down $109,942 (-59%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,393,411Liabilities 2011: $150,0002011Assets 2012: $1,041,942Liabilities 2012: $02012Assets 2013: $1,190,271Liabilities 2013: $02013Assets 2014: $1,235,888Liabilities 2014: $02014Assets 2015: $1,247,551Liabilities 2015: $02015Assets 2019: $1,455,303Liabilities 2019: $0Net Assets 2019: $1,455,3032019Assets 2020: $1,479,572Liabilities 2020: $0Net Assets 2020: $1,479,5722020Assets 2021: $1,558,658Liabilities 2021: $0Net Assets 2021: $1,558,6582021Assets 2022: $1,548,796Liabilities 2022: $10,000Net Assets 2022: $1,538,7962022Assets 2023: $1,479,247Liabilities 2023: $0Net Assets 2023: $1,479,2472023Assets 2024: $2,029,860Liabilities 2024: $0Net Assets 2024: $2,029,8602024

Highlighted filing

2021

Assets$1,558,658
Liabilities$0
Net Assets$1,558,658
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $12,590Expenses 2011: $78,761Net Income 2011: -$66,1712011Revenue 2012: -$123,652Expenses 2012: $77,817Net Income 2012: -$201,4692012Revenue 2013: $98,053Expenses 2013: $72,548Net Income 2013: $25,5052013Revenue 2014: $124,904Expenses 2014: $79,287Net Income 2014: $45,6172014Revenue 2015: $148,377Expenses 2015: $136,714Net Income 2015: $11,6632015Revenue 2019: $114,912Expenses 2019: $92,757Net Income 2019: $22,1552019Revenue 2020: $291,671Expenses 2020: $104,027Net Income 2020: $187,6442020Revenue 2021: $193,843Expenses 2021: $116,141Net Income 2021: $77,7022021Revenue 2022: $97,828Expenses 2022: $123,707Net Income 2022: -$25,8792022Revenue 2023: $59,523Expenses 2023: $119,281Net Income 2023: -$59,7582023Revenue 2024: $669,100Expenses 2024: $119,972Net Income 2024: $549,1282024

Highlighted filing

2021

Revenue$193,843
Expenses$116,141
Net Income$77,702
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUNIA DOANPresident-$0--
ALEXANDRA A A DOANExec VP Asst-$0--
ALVERDA LALONDEAsst Secreta-$0--
DONNA RAPPAsst Secreta-$0--
Filing and Contact Details

Filer

Filer Name
Herbert and Junia Doan Foundation
EIN
20-0048522
Phone
9896316600
Address
3801 VALLEY DRIVE, MIDLAND, MI 48640

Signing Officer

Name
Junia Doan
Title
President
Phone
2124400800
Signed
2022-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Luton & Co Pllc
Address
2615 KELLEY POINTE PKWY, EDMOND, OK 73013
Preparer
Bruce L Van Huisen
Phone
4058487313
Raw XML Appendix343 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/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JUNIA DOAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03801 VALLEY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIDLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0486406601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09896316600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JUNIA DOAN PRESIDENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09896316600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03801 VALLEY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MIDLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0486406601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt083085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt083085
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/AppliedToCurrentYearAmt02496
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt086094
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0104136
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088590
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0101640
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt086094
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MICHIGAN FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTION THRU K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt169
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07004
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MAXAM CAPITAL SPIC PAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07004
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07004
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01384
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt25601
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt36000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt43650
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3ACCOUNTING FEES-E&Y
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4ACCOUNTING FEES-LUTON & CO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt13285
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt25601
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt33800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt4365
TaxesSchedule/TaxesDetail/Amt05600
TaxesSchedule/TaxesDetail/Amt1335
TaxesSchedule/TaxesDetail/Amt2207
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX DUE W/EXT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX-OPPENHEIMER 8788
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX-OPPENHEIMER 6725
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0335
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1207
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUNIA DOAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT AND JUNIA DOAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0200048522
ReturnHeader/Filer/PhoneNum09896316600
ReturnHeader/Filer/USAddress/AddressLine1Txt03801 VALLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0MIDLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048640
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731331618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTON & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02615 KELLEY POINTE PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04058487313
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE L VAN HUISEN
ReturnHeader/ReturnTs02022-09-14T11:44:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUNIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,558,658
Liabilities
$0
Net assets
$1,558,658
Revenue
$193,843
Expenses
$116,141
Net income
$77,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.67$0.12$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.06$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.54$0.10$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.19$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.29$0.10$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.11$0.09$0.02
2015Summary only. Only limited summary data is available for this year.$1.25$0.00$0.15$0.14$0.01
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$0.12$0.08$0.05
2013Summary only. Only limited summary data is available for this year.$1.19$0.00$0.10$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.12$0.08$0.20
2011Summary only. Only limited summary data is available for this year.$1.39$0.15$0.01$0.08$0.07