Civic Intelligence

Robert S Clay Trust Under Will

990PF • Fiscal year 2019 • EIN 26-6519146

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 01, 2020

Organization Profile
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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

41st percentile

$70,022

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

89th percentile

28%

Faster asset growth than 89% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

171%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,985,729

Up $1,986,314 (+28%) from 2018

Net Assets

Up

$8,985,729

Up $1,986,314 (+28%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin95th percentile

Revenue

Up

$2,501,997

Up $1,579,689 (+171%) from 2018

Expenses

Down

$515,683

Down $47,808 (-8.5%) from 2018

Net Income

Up

$1,986,314

Up $1,627,497 (+454%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2019

Assets$8,985,729
Liabilities$0
Net Assets$8,985,729
Open 2019 Filing

Operations Trend

Revenue Growth95th 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

2019

Revenue$2,501,997
Expenses$515,683
Net Income$1,986,314
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 1, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COUNTY NATIONAL BANKTrustee-$70,022-$70,022
Filing and Contact Details

Filer

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

Signing Officer

Name
Timothy P Sullivan
Title
Trustee
Phone
5174373371
Signed
2020-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
675 ROBINSON RD, JACKSON, MI 49203
Preparer
Danielle M Mcgee CPA
Phone
5177876503
Raw XML AppendixShowing 400 of 548 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1983179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2345564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3470112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4469645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6207891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7848664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt854143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt911420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10609167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11380621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12438483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13179607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14607464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15552687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161253707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17940340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1838616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1934419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt236161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2435943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2545370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2617786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LOOMIS SAYLES BOND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD PRIMECAP CORE INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD SMALL CAP INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD SHORT TERM BOND INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD GNMA INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AMERICAN FUNDS EUROPACIFIC GR F1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FIDELITY ADVISORR SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD EQUITY INCOME INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8AMERICAN FUNDS FUNDAMENTAL INVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9AMERICAN FUNDS AMCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10HARBOR BOND INSTITUTIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANGUARD INFLATION PROTECTED SECS INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VANGUARD VALUE INDEX ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DODGE & COX INTERNATIONAL STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14DODGE & COX INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15AMERICAN FUNDS EUROPACIFIC GR F1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16AMERICAN FUNDS FUNDAMENTAL INVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17AMERICAN FUNDS AMCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18VECTOR EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CORE EQUITY II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20DFA SHORT TERM GOV PORT INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21DFA ONE YR FIXED INC PORTF INSTL DFIHX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22INTERNATIONAL SMALL COMPANY PROT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23DFA TWO YR GLB FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24US LARGE CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25DFA REAL ESTATE SECURITIES PORTFOLIO INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26DFA FIVE YR GLOBAL FIXED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02208825
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01986314
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08985729
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06999415
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08985729
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0407574
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0407574
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0407574
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0456196
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt048622
IRS990PF/DistributableAmountGrp/TotalTaxAmt048622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt048622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt048622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt048622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt040102
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08520
IRS990PF/FMVAssetsEOYAmt09548916
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0177
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02514
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0177
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0177
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt021991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt021991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt028026
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0276302
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0276302
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0434585
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06376524
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08502088
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08901103
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06999415
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08985729
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0271832
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0134917
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0134917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06999415
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08985729
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09548916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06999415
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08985729
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06999415
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08985729
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt050252
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt050252
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt050106
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09262864
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0134195
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09128669
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0138943
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0456196
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09123921
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09262864
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt070022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0COUNTY NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 SOUTH HOWELL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HILLSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0476114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0500425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0480781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0800557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0362032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0358886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0352791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.086998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040911

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,985,729
Liabilities
$0
Net assets
$8,985,729
Revenue
$2,501,997
Expenses
$515,683
Net income
$1,986,314
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