Civic Intelligence

Dwight a and Lucile Smalley Aldrich Charitable Foundantion

990PF • Fiscal year 2020 • EIN 20-6406772

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization Profile
PO Box 766Jackson, MI 49204-0766

(517) 787-9481

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-616%

Higher net margin than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$697,980

Down $88,764 (-11%) from 2019

Net Assets

$697,980

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin2nd percentile

Revenue

Down

$14,623

Down $500,938 (-97%) from 2019

Expenses

Up

$104,755

Up $55,657 (+113%) from 2019

Net Income

Down

-$90,132

Down $556,595 (-119%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$800K$600K$400K$200K$0Assets 2011: $70,030Liabilities 2011: $02011Assets 2012: $69,618Liabilities 2012: $02012Assets 2013: $69,115Liabilities 2013: $5002013Assets 2014: $67,398Liabilities 2014: $02014Assets 2015: $67,463Liabilities 2015: $1,5002015Assets 2019: $786,744Liabilities 2019: $02019Assets 2020: $697,980Liabilities 2020: $0Net Assets 2020: $697,9802020Assets 2021: $652,031Liabilities 2021: $0Net Assets 2021: $647,4592021Assets 2022: $612,679Liabilities 2022: $0Net Assets 2022: $612,6792022Assets 2023: $607,283Liabilities 2023: $0Net Assets 2023: $607,2832023Assets 2024: $738,718Liabilities 2024: $0Net Assets 2024: $738,7182024

Highlighted filing

2020

Assets$697,980
Liabilities$0
Net Assets$697,980
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $1,970Expenses 2011: $2,968Net Income 2011: -$9982011Revenue 2012: $1,781Expenses 2012: $3,063Net Income 2012: -$1,2822012Revenue 2013: $1,804Expenses 2013: $1,807Net Income 2013: -$32013Revenue 2014: $3,319Expenses 2014: $4,532Net Income 2014: -$1,2132014Revenue 2015: $3,105Expenses 2015: $3,574Net Income 2015: -$4692015Revenue 2019: $515,561Expenses 2019: $49,098Net Income 2019: $466,4632019Revenue 2020: $14,623Expenses 2020: $104,755Net Income 2020: -$90,1322020Revenue 2021: $12,702Expenses 2021: $140,184Net Income 2021: -$127,4822021Revenue 2022: $10,904Expenses 2022: $95,271Net Income 2022: -$84,3672022Revenue 2023: $14,120Expenses 2023: $93,450Net Income 2023: -$79,3302023Revenue 2024: $12,108Expenses 2024: $121,044Net Income 2024: -$108,9362024

Highlighted filing

2020

Revenue$14,623
Expenses$104,755
Net Income-$90,132
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP J CURTISTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJackson School of ArtsOperationsPublicJACKSON, MI, US$22,000
Paid GrantMichigan TheatreJacksonOperationsPublicJACKSON, MI, US$21,667
Paid GrantYMCACapitalPublicJACKSON, MI, US$20,000
Paid GrantWash State Univ FdOperationsPublicPULLMAN, WA, US$10,000
Paid GrantRise AboveOperationsPublicJACKSON, MI, US$10,000
Paid GrantJackson Sym OrchestraOperationsPublicJACKSON, MI, US$2,000
Paid GrantConcord CemeteryOperationsPubicCONCORD, MI, US$2,000
Paid GrantConcord Youth AssocOperationsPublicCONCORD, MI, US$1,500
Paid GrantAware ShelterOperationsPublicJACKSON, MI, US$1,000
Paid GrantLumen Christi HSOperationsPublicJACKSON, MI, US$1,000
Filing and Contact Details

Filer

Filer Name
Dwight & Lucile Aldrich Foundation
EIN
20-6406772
Address
PO BOX 766, JACKSON, MI 49204-0766

Signing Officer

Name
Philip J Curtis and
Title
Trustee
Signed
2021-05-15

Preparer

Firm
Curtis Curtis and Brelinski PC
Address
PO Box 766, JACKSON, MI 49204-0766
Preparer
Philip J Curtis
Phone
5177879481
Raw XML Appendix282 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/CityNm2JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PULLMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CONCORD
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/StateAbbreviationCd5WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd599164
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd649202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd749201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd849201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd949237
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091167
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt044042
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013306
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0109960
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt047125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026959
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022570
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013306
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091167
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047125
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109960
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062835
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP J CURTIS AND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DWIGHT & LUCILE ALDRICH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DWIG
ReturnHeader/Filer/EIN0206406772
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 766
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0492040766
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Curtis Curtis and Brelinski PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 766
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0492040766
ReturnHeader/PreparerPersonGrp/PhoneNum05177879481
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip J Curtis
ReturnHeader/ReturnTs02021-09-26T13:06:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Philip J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Curtis
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$697,980
Liabilities
$0
Net assets
$697,980
Revenue
$14,623
Expenses
$104,755
Net income
-$90,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.12$1.21$1.09
2023Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.14$0.93$0.79
2022Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.11$0.95$0.84
2021Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.47$0.13$1.40$1.27
2020Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.15$1.05$0.90
2019Summary only. Only limited summary data is available for this year.$7.87$0.00$5.16$0.49$4.66
2015Summary only. Only limited summary data is available for this year.$0.67$0.02$0.03$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$0.67$0.00$0.03$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.69$0.01$0.02$0.02$0.00
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$0.02$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.02$0.03$0.01