Civic Intelligence

Robert S Clay Trust Under Will

990PF • Fiscal year 2014 • EIN 26-6519146

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization Profile
1 S Howell Street PO Box 221Hillsdale, MI 49242

(517) 437-3371

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$53,706

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

50th percentile

2.4%

Faster asset growth than 50% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,496,912

Up $150,228 (+2.4%) from 2013

Net Assets

Up

$6,496,912

Up $150,228 (+2.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin78th percentile

Revenue

Up

$571,458

Up $146,934 (+35%) from 2013

Expenses

Up

$421,230

Up $48,866 (+13%) from 2013

Net Income

Up

$150,228

Up $98,068 (+188%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$10M$5.0M$0Assets 2010: $6,439,926Liabilities 2010: $0Net Assets 2010: $6,439,9262010Assets 2011: $6,361,202Liabilities 2011: $0Net Assets 2011: $6,361,2022011Assets 2012: $6,294,524Liabilities 2012: $0Net Assets 2012: $6,294,5242012Assets 2013: $6,346,684Liabilities 2013: $0Net Assets 2013: $6,346,6842013Assets 2014: $6,496,912Liabilities 2014: $0Net Assets 2014: $6,496,9122014Assets 2015: $6,852,174Liabilities 2015: $0Net Assets 2015: $6,852,1742015Assets 2016: $6,797,048Liabilities 2016: $0Net Assets 2016: $6,797,0482016Assets 2017: $6,640,598Liabilities 2017: $0Net Assets 2017: $6,640,5982017Assets 2018: $6,999,415Liabilities 2018: $0Net Assets 2018: $6,999,4152018Assets 2019: $8,985,729Liabilities 2019: $0Net Assets 2019: $8,985,7292019Assets 2020: $8,480,002Liabilities 2020: $0Net Assets 2020: $8,480,0022020Assets 2021: $8,504,337Liabilities 2021: $0Net Assets 2021: $8,504,3372021Assets 2022: $8,210,819Liabilities 2022: $0Net Assets 2022: $8,210,8192022Assets 2023: $7,915,459Liabilities 2023: $0Net Assets 2023: $7,915,4592023Assets 2024: $9,051,409Liabilities 2024: $0Net Assets 2024: $9,051,4092024

Highlighted filing

2014

Assets$6,496,912
Liabilities$0
Net Assets$6,496,912
Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $333,8432010Expenses 2011: $350,5142011Expenses 2012: $346,6912012Revenue 2013: $424,524Expenses 2013: $372,364Net Income 2013: $52,1602013Revenue 2014: $571,458Expenses 2014: $421,230Net Income 2014: $150,2282014Revenue 2015: $782,897Expenses 2015: $427,635Net Income 2015: $355,2622015Revenue 2016: $382,487Expenses 2016: $437,613Net Income 2016: -$55,1262016Revenue 2017: $718,502Expenses 2017: $874,952Net Income 2017: -$156,4502017Revenue 2018: $922,308Expenses 2018: $563,491Net Income 2018: $358,8172018Revenue 2019: $2,501,997Expenses 2019: $515,683Net Income 2019: $1,986,3142019Revenue 2020: $123,262Expenses 2020: $628,989Net Income 2020: -$505,7272020Revenue 2021: $577,142Expenses 2021: $552,312Net Income 2021: $24,8302021Revenue 2022: $302,062Expenses 2022: $594,895Net Income 2022: -$292,8332022Revenue 2023: $231,026Expenses 2023: $525,568Net Income 2023: -$294,5422023Revenue 2024: $1,667,017Expenses 2024: $530,076Net Income 2024: $1,136,9412024

Highlighted filing

2014

Revenue$571,458
Expenses$421,230
Net Income$150,228
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$53,706-$53,706
Filing and Contact Details

Filer

Filer Name
Robert S Clay Irrevocable Trust
EIN
26-6519146
Phone
5174373371
Address
1 S HOWELL STREET PO BOX 221, HILLSDALE, MI 49242

Signing Officer

Name
Mary Marshall
Title
Trustee
Phone
5174373371
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Condon Hecht Bisher Wade & Co Pc
Address
184 W CARLETON ROAD, HILLSDALE, MI 49242
Preparer
Donna J Hecht CPA
Phone
5174399331
Raw XML Appendix366 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0707
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0707
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02008-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12009-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22009-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32005-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42009-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62009-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0DALLAS TX INDPT SCH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1HARBOR BOND FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2LOOMIS SAYLES BOND INST FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3MI HIGHER ED FACS @ 43.75%
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4PENNSYLVANIA MUTUAL INV FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5VANGUARD TOTAL INTL ADML
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6VANGUARD PRIMECAP CORE FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt013839
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt12902
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt22148
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt323925
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt418976
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt518063
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt67608
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt015000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt13000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt22500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt325000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt440000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt520000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt619000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01161
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt198
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2352
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31075
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt421024
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt51937
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt611392
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VERIZON NY INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt021991
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt026334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0276302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0200654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CNB COMMUNITY BANCORP INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0285016
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0301616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0523484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1261093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2515790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3170212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4202218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5377620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6390475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7493019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8449253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9131937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10368953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11380029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12283784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13394850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14380356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15357668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMCAP FUND CLASS F-1 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY ADVISOR SMALL CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AMERICAN FUNDAMENTAL INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ROYCE PREMIER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PENNSYLVANIA MUTUAL INV FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD EQUITY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD PRIMECAP CORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7YACKTMAN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8EUROPACIFIC GROWTH CLASS F-1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD TOTAL INTL SIGNAL SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DODGE & COX INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11HARBOR BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12LOOMIS SAYLES BOND INST FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD SHORT TERM BOND SIGNAL SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD GNMA FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD INFLATION PROTECT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0791715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1396498
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2960997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3238084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4382687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5833070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6943732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7771708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8687235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9133690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10409760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11386793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12309605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13400339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14380040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15362944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0154456
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0363500
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt037039
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016463
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0534419
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt037039
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0571458
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0707
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0707
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0170919
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0363500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt051934
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt053706
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0357810
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0357810
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0154456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0154456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0154456
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0150228
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0488000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt016463
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01557
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016463
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0400539
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0457865
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09007
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0170919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0357810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0421230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0519513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0571458
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt061648
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0363500
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0150228
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06496912
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06346684
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06496912
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0441026
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0441026
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0441026
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0445605
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04579
IRS990PF/DistributableAmountGrp/TotalTaxAmt04579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06400
IRS990PF/FMVAssetsEOYAmt09150363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt021991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt021991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt026334
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0276302
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0276302
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0200654
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05575229
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05680741
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08388897
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06346684
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06496912
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0150382
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0232862
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0232862
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06346684
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06496912
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09150363
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06346684
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06496912
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06346684
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06496912
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0322780
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0285016
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0301616
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09047809
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0191623
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08856186
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0135717
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0445605
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08912092
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09047809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CNB TRUST DEPT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt053706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 S HOWELL STREET PO BOX 221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HILLSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049242
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0349354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0353933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0315033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0296127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0302875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0285923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0194218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.038027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.031375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08912092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08284381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07524909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06304557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07292814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06190176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0357810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.196002
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0353231
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0357810
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04579
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0357810
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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/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/IndividualWithBooksNm0TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 S HOWELL ST PO BOX 221
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HILLSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049242
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05174373371
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE INVESTMENT/TRUSTEE SERVICE TO THE TRUST FBO HILLSDALE UNITED METHODIST CHURCH
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0357810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt045 N MANNING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049242
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0357810
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/AppliedToCurrentYearAmt0180435
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0177375
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0441026
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0357810
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0260591
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0177375
TaxesSchedule/TaxesDetail/Amt06400
TaxesSchedule/TaxesDetail/Amt12395
TaxesSchedule/TaxesDetail/Amt2212
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED EXCISE PYMTS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES PD ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06400
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12395
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2212
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05174373371
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT S CLAY IRREVOCABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CNB TRUST DEPARTMENT
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0266519146
ReturnHeader/Filer/PhoneNum05174373371
ReturnHeader/Filer/USAddress/AddressLine1Txt01 S HOWELL STREET PO BOX 221
ReturnHeader/Filer/USAddress/CityNm0HILLSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382300227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDON HECHT BISHER WADE & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0184 W CARLETON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILLSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049242
ReturnHeader/PreparerPersonGrp/PhoneNum05174399331
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA J HECHT CPA
ReturnHeader/ReturnTs02015-05-07T13:56:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,496,912
Liabilities
$0
Net assets
$6,496,912
Revenue
$571,458
Expenses
$421,230
Net income
$150,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$1.67$0.53$1.14
2023Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.23$0.53$0.29
2022Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.30$0.59$0.29
2021Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.58$0.55$0.02
2020Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.12$0.63$0.51
2019Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$2.50$0.52$1.99
2018Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.92$0.56$0.36
2017Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.72$0.87$0.16
2016Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.38$0.44$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.78$0.43$0.36
2014Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.57$0.42$0.15
2013Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.42$0.37$0.05
2012Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.35
2011Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.35
2010Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.33