Civic Intelligence

Santo Maria Frank & John Zanetti Foundation

990PF • Fiscal year 2017 • EIN 20-0489552

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
70 West Michigan Avenue No 450Battle Creek, MI 49017

(269) 965-7000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-86%

Higher net margin than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

26th percentile

-2.6%

Faster asset growth than 26% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-9.7%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,221,220

Down $114,824 (-2.6%) from 2016

Net Assets

Down

$4,220,475

Down $114,824 (-2.6%) from 2016

Liabilities

Flat

$745

Flat from 2016

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin6th percentile

Revenue

Down

$133,582

Down $14,324 (-9.7%) from 2016

Expenses

Up

$248,406

Up $55,002 (+28%) from 2016

Net Income

Down

-$114,824

Down $69,326 (-152%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $373,383Liabilities 2010: $0Net Assets 2010: $373,3832010Assets 2011: $432,372Liabilities 2011: $80Net Assets 2011: $432,2922011Assets 2012: $498,086Liabilities 2012: $0Net Assets 2012: $498,0862012Assets 2013: $582,238Liabilities 2013: $0Net Assets 2013: $582,2382013Assets 2014: $4,515,891Liabilities 2014: $29,539Net Assets 2014: $4,486,3522014Assets 2015: $4,386,389Liabilities 2015: $5,592Net Assets 2015: $4,380,7972015Assets 2016: $4,336,044Liabilities 2016: $745Net Assets 2016: $4,335,2992016Assets 2017: $4,221,220Liabilities 2017: $745Net Assets 2017: $4,220,4752017Assets 2018: $4,174,825Liabilities 2018: $0Net Assets 2018: $4,174,8252018Assets 2019: $6,887,431Liabilities 2019: $0Net Assets 2019: $6,887,4312019Assets 2020: $6,548,359Liabilities 2020: $0Net Assets 2020: $6,548,3592020Assets 2021: $6,673,547Liabilities 2021: $0Net Assets 2021: $6,673,5472021Assets 2022: $6,643,509Liabilities 2022: $0Net Assets 2022: $6,643,5092022Assets 2023: $6,756,254Liabilities 2023: $0Net Assets 2023: $6,756,2542023Assets 2024: $6,783,342Liabilities 2024: $0Net Assets 2024: $6,783,3422024

Highlighted filing

2017

Assets$4,221,220
Liabilities$745
Net Assets$4,220,475
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $29,0602010Expenses 2011: $1,5222011Expenses 2012: $30,7932012Revenue 2013: $125,698Expenses 2013: $40,568Net Income 2013: $85,1302013Revenue 2014: $4,128,927Expenses 2014: $224,813Net Income 2014: $3,904,1142014Revenue 2015: $141,399Expenses 2015: $246,954Net Income 2015: -$105,5552015Revenue 2016: $147,906Expenses 2016: $193,404Net Income 2016: -$45,4982016Revenue 2017: $133,582Expenses 2017: $248,406Net Income 2017: -$114,8242017Revenue 2018: $154,635Expenses 2018: $200,285Net Income 2018: -$45,6502018Revenue 2019: $2,970,062Expenses 2019: $257,456Net Income 2019: $2,712,6062019Revenue 2020: $269,789Expenses 2020: $364,025Net Income 2020: -$94,2362020Revenue 2021: $494,163Expenses 2021: $409,578Net Income 2021: $84,5852021Revenue 2022: $389,979Expenses 2022: $426,805Net Income 2022: -$36,8262022Revenue 2023: $479,398Expenses 2023: $408,626Net Income 2023: $70,7722023Revenue 2024: $439,997Expenses 2024: $433,541Net Income 2024: $6,4562024

Highlighted filing

2017

Revenue$133,582
Expenses$248,406
Net Income-$114,824
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN L ZANETTIPresident-$0--
DAVID P LUCASSecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBCACS FOUNDATIONUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$45,000
Paid GrantBATTLE CREEK COMMUNITY FOUNDATIONUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$25,000
Paid GrantKELLOGG COMMUNITY COLLEGE FOUNDATIONCAPITAL EXPENDITURESPUBLIC CHARITYBATTLE CREEK, MI, US$25,000
Paid GrantKELLOGG COMMUNITY COLLEGE FOUNDATIONUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$25,000
Paid GrantBATTLE CREEK ACADEMYUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$15,000
Paid GrantBINDER PARK ZOOUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$15,000
Paid GrantSHERMAN LAKE YMCAUNRESTRICTEDPUBLIC CHARITYAUGUSTA, MI, US$15,000
Paid GrantLEILA ARBORETUMUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$10,000
Paid GrantHERITAGE CENTER FOUNDATIONUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$10,000
Paid GrantKINGMAN MUSEUMUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$8,000
Paid GrantVINEYARD ACADEMYUNRESTRICTEDPUBLIC CHARITYRICHLAND, MI, US$8,000
Paid GrantSAFE PLACEUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$7,000
Paid GrantBRONSON BATTLE CREEKUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$5,000
Paid GrantFOOD BANK OF SOUTH CENTRAL MICHIGANUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$5,000
Paid GrantHAVEN OF REST MINISTRIESUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$5,000
Paid GrantSTARR COMMONWEALTHUNRESTRICTEDPUBLIC CHARITYALBION, MI, US$5,000
Paid GrantCOMMUNITY INCLUSIVE RECREATIONUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$4,000
Paid GrantSALVATION ARMYUNRESTRICTEDPUBLIC CHARITYBATTLE CREEK, MI, US$3,000
Paid GrantBARN THEATREUNRESTRICTEDPUBLIC CHARITYAUGUSTA, MI, US$2,500
Paid GrantFAMILY & CHILDREN SERVICESUNRESTRICTEDPUBLIC CHARITYKALAMAZOO, MI, US$2,500
Filing and Contact Details

Filer

Filer Name
Santo Maria Frank & John Zanetti
EIN
20-0489552
Phone
2699657000
Address
70 WEST MICHIGAN AVENUE NO 450, BATTLE CREEK, MI 49017

Signing Officer

Name
Officer
Title
Officer
Phone
2699657000
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Kayla a Laurin CPA
Phone
2695674500
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01164
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-114824
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04220475
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04335299
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04220475
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0223722
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0223722
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0223722
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0226342
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02620
IRS990PF/DistributableAmountGrp/TotalTaxAmt02620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02917
IRS990PF/FMVAssetsEOYAmt04520783
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0618
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0618
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0618
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0126672
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0176503
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0178216
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02895791
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03496260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03812285
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt097219
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt095775
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt077600
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04335299
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04220475
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01216362
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0452064
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0452064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04336044
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04221220
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04520783
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04336044
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04221220
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04335299
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04220475
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04595772
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0724718
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03871054
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068937
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0226342
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04526835
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04595772
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN L ZANETTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID P LUCAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt070 WEST MICHIGAN AVENUE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt170 WEST MICHIGAN AVENUE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BATTLE CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BATTLE CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0289188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0290498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0186376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0223067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0206869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt032517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt027817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.063883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.097713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04526835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04273708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04278892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02117114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0573482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0401624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0242630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.319417
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0242630
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0242630
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0242630
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID P LUCAS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt070 WEST MICHIGAN AVE STE 450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BATTLE CREEK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0490173668
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02699657000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN L ZANETTI
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DAVID P LUCAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt137000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt155000

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,221,220
Liabilities
$745
Net assets
$4,220,475
Revenue
$133,582
Expenses
$248,406
Net income
-$114,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.44$0.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.48$0.41$0.07
2022Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.39$0.43$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.49$0.41$0.08
2020Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.27$0.36$0.09
2019Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$2.97$0.26$2.71
2018Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.15$0.20$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.13$0.25$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.15$0.19$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.39$0.01$4.38$0.14$0.25$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.52$0.03$4.49$4.13$0.22$3.90
2013Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.13$0.04$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.03