Civic Intelligence

Norman and Charlotte Ulmer Family Foundation

990PF • Fiscal year 2016 • EIN 27-0904169

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 28, 2017

18720 MACK AVENUE No 270Grosse Pointe Farms, MI 48236

(313) 640-4500

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

70th percentile

8.4%

Faster asset growth than 70% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-24%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$617,740

Up $48,115 (+8.4%) from 2015

Net Assets

Up

$617,740

Up $48,115 (+8.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$82,312

Down $25,871 (-24%) from 2015

Expenses

Up

$34,591

Up $8,378 (+32%) from 2015

Net Income

Down

$47,721

Down $34,249 (-42%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $97,703Liabilities 2010: $600Net Assets 2010: $97,1032010Assets 2011: $195,839Liabilities 2011: $0Net Assets 2011: $195,8392011Assets 2014: $489,146Liabilities 2014: $0Net Assets 2014: $489,1462014Assets 2015: $569,625Liabilities 2015: $0Net Assets 2015: $569,6252015Assets 2016: $617,740Liabilities 2016: $0Net Assets 2016: $617,7402016Assets 2020: $2,269,031Liabilities 2020: $0Net Assets 2020: $2,269,0312020Assets 2021: $2,341,179Liabilities 2021: $0Net Assets 2021: $2,341,1792021Assets 2022: $2,257,845Liabilities 2022: $0Net Assets 2022: $2,257,8452022Assets 2023: $2,142,075Liabilities 2023: $0Net Assets 2023: $2,142,0752023Assets 2024: $2,175,643Liabilities 2024: $0Net Assets 2024: $2,175,6432024

Highlighted filing

2016

Assets$617,740
Liabilities$0
Net Assets$617,740

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $6002010Expenses 2011: $1,5002011Revenue 2014: $115,157Expenses 2014: $19,305Net Income 2014: $95,8522014Revenue 2015: $108,183Expenses 2015: $26,213Net Income 2015: $81,9702015Revenue 2016: $82,312Expenses 2016: $34,591Net Income 2016: $47,7212016Revenue 2020: $100,380Expenses 2020: $166,044Net Income 2020: -$65,6642020Revenue 2021: $182,100Expenses 2021: $133,875Net Income 2021: $48,2252021Revenue 2022: $132,953Expenses 2022: $221,406Net Income 2022: -$88,4532022Revenue 2023: $43,212Expenses 2023: $152,131Net Income 2023: -$108,9192023Revenue 2024: $195,047Expenses 2024: $167,206Net Income 2024: $27,8412024

Highlighted filing

2016

Revenue$82,312
Expenses$34,591
Net Income$47,721
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 28, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLOTTE M ULMERPresident / Secretary-$0--
DIANE N CARDILLODirector-$0--
LINDA C VERNIERDirector-$0--
DONNA C STEWARTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Norman and Charlotte Ulmer
EIN
27-0904169
Phone
3136404500
Address
18720 MACK AVENUE No 270, GROSSE POINTE FARMS, MI 48236

Signing Officer

Name
Charlotte M Ulmer
Title
Officer
Phone
3136404500
Signed
2017-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
2601 Cambridge Ct Ste 500, Auburn Hills, MI 48326
Preparer
Lynne M Huismann
Phone
2483757100
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt060766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt196081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-29516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-29516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt054239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-36019
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt047721
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0394
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0617740
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0569625
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0617740
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027425
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027425
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027425
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027451
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026
IRS990PF/DistributableAmountGrp/TotalTaxAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt026
IRS990PF/FMVAssetsEOYAmt0651863
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-18387
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01608
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01608
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt049811
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt054487
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt057607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0271260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0256455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0287221
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05459
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04078
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04315
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0569625
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0617740
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0261482
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0301112
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0301112
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0569625
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0617740
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0651863
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0569625
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0617740
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0569625
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0617740
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0557388
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0204185
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0353203
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08361
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027451
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0549027
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0557388
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLOTTE M ULMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANE N CARDILLO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LINDA C VERNIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DONNA C STEWART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT / SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt018720 MACK AVE STE 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt118720 MACK AVE STE 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt218720 MACK AVE STE 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt318720 MACK AVE STE 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GROSSE POINTE FARMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GROSSE POINTE FARMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GROSSE POINTE FARMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3GROSSE POINTE FARMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd248236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd348236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt020932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.029185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.035541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.034175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.019180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.014951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0549027

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