Britt Perrotta Sommerfield Trust Fund

990PF • Fiscal year 2015 • EIN 26-6790487

Feb 01, 2014 to Jan 31, 2015 • Filed on May 04, 2015

Organization Profile

1182 Forest Bay DrWaterford, MI 48328

(248) 736-7799

Siviq Scores

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

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

77%

Higher net margin than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

20%

Faster asset growth than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

292%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets58th percentile

Assets

$132,467

Up $21,913 (+20%) from 2014

Net Assets

$132,467

Up $21,913 (+20%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin96th percentile

Revenue

$28,298

Up $21,088 (+292%) from 2014

Expenses

Down

$6,385

Down $2,524 (-28%) from 2014

Net Income

$21,913

Up $23,612 (+1390%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

Highlighted filing

2015

Assets$132,467

Liabilities$0

Net Assets$132,467

Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

Highlighted filing

2015

Revenue$28,298

Expenses$6,385

Net Income$21,913

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Feb 1, 2014 to Jan 31, 2015
Signed: May 4, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CARA GARDNER	Ttee/Director	PT	$0	-	-
BRAD GARDNER	Director	PT	$0	-	-
DEAN SOMMERFIELD	Director	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Britt Perrotta Sommerfield Trust Fund
EIN: 26-6790487
Phone: 2487367799
Address: 1182 FOREST BAY DR, WATERFORD, MI 48328

Signing Officer

Name: Cara Gardner
Title: Trustee
Signed: 2015-05-04
Discuss with paid preparer: Yes

Preparer

Firm: Franklin Tax and Accounting
Address: 2170 CASS LAKE ROAD STE F, KEEGO HARBOR, MI 48320
Preparer: Gary Ludwiczak CPA
Phone: 2487060400

Raw XML Appendix294 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2012-09
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	Nat Fin Services LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	11848
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	83546
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	96981
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	P
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	10877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	OTHER SECURITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	51956
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	12000
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	40
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	385
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	93478
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	010.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	BRAD GARDNER
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Education Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Education Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Caitlin Pellett
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Eric Shubitowski
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	7593 Biscayne Ave
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	White Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Highland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	48383
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	48356
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	6000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	6000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	6064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	64
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	2652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	64
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2588
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	2588
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	6000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2588
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2652
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INVESTOR EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	35
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	DAVID RAPHAEL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	245 W CONCORD LANE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	CHICAGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	60614
TaxesSchedule/TaxesDetail/Amt	0	40
TaxesSchedule/TaxesDetail/CategoryTxt	0	Tax on investment income
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Cara Gardner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BRITT PERROTTA SOMMERFIELD TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	BRIT
ReturnHeader/Filer/EIN	0	266790487
ReturnHeader/Filer/PhoneNum	0	2487367799
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1182 FOREST BAY DR
ReturnHeader/Filer/USAddress/CityNm	0	WATERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MI
ReturnHeader/Filer/USAddress/ZIPCd	0	48328
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FRANKLIN TAX AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2170 CASS LAKE ROAD STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	KEEGO HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	48320
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2487060400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GARY LUDWICZAK CPA
ReturnHeader/ReturnTs	0	2015-05-04T03:23:45-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-02-01
ReturnHeader/TaxPeriodEndDt	0	2015-01-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $132,467
Liabilities: $0
Net assets: $132,467
Revenue: $28,298
Expenses: $6,385
Net income: $21,913

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.72	$0.00	$0.72	$0.00	$0.08	$0.08
2024Detailed filing. Detailed filing data is available for this year.	$0.80	$0.00	$0.80	$0.00	$0.07	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$0.87	$0.00	$0.87	$0.00	$0.08	$0.08
2022Detailed filing. Detailed filing data is available for this year.	$0.95	$0.00	$0.95	$0.00	$0.07	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$1.02	$0.00	$1.02	$0.12	$0.19	$0.31
2020Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.08	$0.09	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35	$0.09	$0.10	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$1.36	$0.00	$1.36	$0.09	$0.08	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35	$0.09	$0.08	$0.01
2016Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.09	$0.08	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$1.32	$0.00	$1.32	$0.28	$0.06	$0.22
2014Detailed filing. Detailed filing data is available for this year.	$1.11	$0.00	$1.11	$0.07	$0.09	$0.02
2013Detailed filing. Detailed filing data is available for this year.	$1.12	$0.00	$1.12		$0.06
2012Detailed filing. Detailed filing data is available for this year.	$1.12	$0.00	$1.12		$0.07
2011Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14		$0.06