Civic Intelligence

The Robby Atherton Foundation

990EZ • Fiscal year 2014 • EIN 27-1716474

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

53888 Oakview DriveShelby Township, MI 48315

(586) 781-8290

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-21%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$263,581

Up $28,780 (+12%) from 2013

Net Assets

Up

$263,581

Up $28,780 (+12%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$78,673

Down $21,298 (-21%) from 2013

Expenses

Up

$44,886

Up $10,242 (+30%) from 2013

Net Income

Down

$33,787

Down $31,540 (-48%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $88,120Net Assets 2010: $88,1202010Assets 2011: $145,632Net Assets 2011: $145,6322011Assets 2012: $163,057Net Assets 2012: $163,0572012Assets 2013: $234,801Net Assets 2013: $234,8012013Assets 2014: $263,581Net Assets 2014: $263,5812014Assets 2015: $294,499Net Assets 2015: $294,4992015Assets 2016: $322,571Net Assets 2016: $322,5712016Assets 2017: $356,231Net Assets 2017: $356,2312017Assets 2018: $356,636Net Assets 2018: $356,6362018Assets 2019: $398,273Net Assets 2019: $398,2732019Assets 2020: $401,618Net Assets 2020: $401,6182020Assets 2021: $439,108Net Assets 2021: $439,1082021Assets 2022: $355,139Net Assets 2022: $355,1392022Assets 2023: $370,550Net Assets 2023: $370,5502023Assets 2024: $390,319Net Assets 2024: $390,3192024

Highlighted filing

2014

Assets$263,581
Liabilities-
Net Assets$263,581

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $112,894Expenses 2010: $24,774Net Income 2010: $88,1202010Revenue 2011: $88,584Expenses 2011: $31,072Net Income 2011: $57,5122011Revenue 2012: $94,811Expenses 2012: $79,131Net Income 2012: $15,6802012Revenue 2013: $99,971Expenses 2013: $34,644Net Income 2013: $65,3272013Revenue 2014: $78,673Expenses 2014: $44,886Net Income 2014: $33,7872014Revenue 2015: $64,371Expenses 2015: $40,428Net Income 2015: $23,9432015Revenue 2016: $81,508Expenses 2016: $53,112Net Income 2016: $28,3962016Revenue 2017: $87,573Expenses 2017: $61,875Net Income 2017: $25,6982017Revenue 2018: $89,428Expenses 2018: $54,622Net Income 2018: $34,8062018Revenue 2019: $68,507Expenses 2019: $64,314Net Income 2019: $4,1932019Revenue 2020: $87,323Expenses 2020: $104,665Net Income 2020: -$17,3422020Revenue 2021: $61,512Expenses 2021: $43,580Net Income 2021: $17,9322021Revenue 2022: $77,101Expenses 2022: $104,326Net Income 2022: -$27,2252022Revenue 2023: $88,896Expenses 2023: $84,392Net Income 2023: $4,5042023Revenue 2024: $89,510Expenses 2024: $69,825Net Income 2024: $19,6852024

Highlighted filing

2014

Revenue$78,673
Expenses$44,886
Net Income$33,787
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Gross Receipts
$107,591
Mission and Program Overview

Mission

Robby atherton foundation primary exempt purpose the robby atherton foundation has been established to provide various forms of assistance to families, communities and organizations within southeast michigan. In order to provide this assistance, we hold annual charity fundraising events such as a golf outing, bowling events, softball tournaments and other fundraising events. Through the proceeds of these events and various other private and corporate donor contributions we are able to provide this assistance in the form of college scholarships and donations to other local charitable organizations, local memorial funds and foundations. In addition we are actively seeking ways of becoming involved in non-fundraising events by partnering with other charity groups. Expamples of these events would be food banks, soup kitchens and other community service activities.

Program Services

DescriptionGrantsExpenses
ROBBY ATHERTON FOUNDATION 2014 ACCOMPLISHMENTS JOEL ZITO TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT THE JOEL ZITO FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. SPECIAL DREAMS FARM: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO HELP WITH A LOCAL CHARITY THAT PROVIDES TERMINALLY ILL CHILDREN WITH SUMMER CAMPS AT A LOCAL FARM. VISION HOPE: A DONATION WAS MADE IN THE AMOUNT OF 2,495.00 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN. GRAYSON MELNECHUK TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 10,000.00 TO SUPPORT GRAYSON MELNECHUK AND HIS FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR GRAYSON MELNECHUK WHO WAS BORN PREMATURE AND HAS MANY HEALTH ISSUES AND REQUIRES 24 HOUR CARE. DENNIS R. SONNTAG TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT DENNIS R. SONNTAG AND FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. JOHN GUTTEK II TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 500.00 TO SUPPORT JOHN GUTTEK II AND FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. KAREN BURNETT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT KAREN BURNETT AND FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK.$37,495$37,495
ROBBY ATHERTON FOUNDATION 2014 ACCOMPLISHMENTS SCHOLARSHIP PROGRAMS: THE ROBBY ATHERTON FOUNDATION PROVIDED THREE INDIVIDUAL SCHOLARSHIPS AT 1,200.00 EACH TO HIGH SCHOOL STUDENTS AT UTICA EISENHOWER HIGH SCHOOL. THESE SCHOLARSHIPS WERE PROVIDED TO LOCAL STUDENT ATHLETES WHO MET THE CRITERIA AND GUIDLINES ESTABLISHED BY THE ROBBY ATHERTON FOUNDATION SCHOLARSHIP COMMITTEE. THE SCHOLARSHIP AWARD WINNERS WERE AS FOLLOWS; DANIEL CHIEMLEWSKI- UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 1,200.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE CURTIS BUNGER - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 1,200.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE CHARLES HAYES - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 1,200.00 PAID TO UNIVERSITY OF DETROIT MERCY OFFICE OF STUDENT FINANCIAL AID$3,600$3,600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN ATHERTONPresident-$0--
TERRY ATHERTONVice Preside-$0--
KEITH TREBBLETreasurer-$0--
DEBRA TREBBLESecretary-$0--
KEN NUTTTrustee-$0--
JOE YESTREPSKY SRTrustee-$0--
JOE YESTREPSKY JRTrustee-$0--
MEGAN ATHERTONTrustee-$0--
MATT NUTTTrustee-$0--
RYAN RECKTrustee-$0--
NICK DAIZATrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing & D$71,445$58,245$663$57,582
Square Dance Fu$8,180$5,735-$5,735
Total Events$87,633$69,828$28,212$41,616
Filing and Contact Details

Filer

Filer Name
The Robby Atherton Foundation
EIN
27-1716474
Phone
5867818290
Address
53888 OAKVIEW DRIVE, SHELBY TOWNSHIP, MI 48315

Signing Officer

Name
Bryan Atherton
Title
President
Phone
5867818290
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
J & J Cpas & Business Consultants Pc
Address
45810 SCHOENHERR RD, SHELBY TOWNSHIP, MI 48315
Preparer
Jeffrey J Jamrog CPA
Phone
5862602155
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

None special needs child 06/20/2014 10,000 0 0 illness cash none terminal illness 07/29/2014 7,500 0 0 term illness cash none terminal illness 12/01/2014 7,500 0 0 term illness cash

Form 990-ez, Part I, Line 16

Expenses advertising & promotions 555 foreign dividend taxes 7 total 562

Form 990-ez, Part I, Line 20

Adjustment for unrealized gain/loss on investments -5,007

Form 990-ez, Part III

Robby atherton foundation primary exempt purpose the robby atherton foundation has been established to provide various forms of assistance to families, communities and organizations within southeast michigan. In order to provide this assistance, we hold annual charity fundraising events such as a golf outing, bowling events, softball tournaments and other fundraising events. Through the proceeds of these events and various other private and corporate donor contributions we are able to provide this assistance in the form of college scholarships and donations to other local charitable organizations, local memorial funds and foundations. In addition we are actively seeking ways of becoming involved in non-fundraising events by partnering with other charity groups. Expamples of these events would be food banks, soup kitchens and other community service activities.

Form 990-ez, Part III, Line 28

Robby atherton foundation 2014 accomplishments scholarship programs: the robby atherton foundation provided three individual scholarships at 1,200.00 each to high school students at utica eisenhower high school. These scholarships were provided to local student athletes who met the criteria and guidlines established by the robby atherton foundation scholarship committee. The scholarship award winners were as follows; daniel chiemlewski- utica eisenhower high school - ike student athlete award 1,200.00 paid to michigan state university financial aid office curtis bunger - utica eisenhower high school - ike student athlete award 1,200.00 paid to michigan state university financial aid office charles hayes - utica eisenhower high school - ike student athlete award 1,200.00 paid to university of detroit mercy office of student financial aid

Form 990-ez, Part III, Line 31

Robby atherton foundation 2014 accomplishments joel zito trust fund: a donation was made in the amount of 1,000.00 to support the joel zito family. Benefit trust fund established to assist with outstanding medical expenses for individual recipient no longer able to work and no longer has health insurance. Special dreams farm: a donation was made in the amount of 1,000.00 to help with a local charity that provides terminally ill children with summer camps at a local farm. Vision hope: a donation was made in the amount of 2,495.00 to a local charity that helps provide assistance to terminally ill children. Grayson melnechuk trust fund: a donation was made in the amount of 10,000.00 to support grayson melnechuk and his family. Benefit trust fund was established to assist with outstanding medical expenses for grayson melnechuk who was born premature and has many health issues and requires 24 hour care. Dennis r. Sonntag trust fund: a donation was made in the amount of 7,500.00 to support dennis r. Sonntag and family. Benefit trust fund established to assist with outstanding medical expenses for individual recipient with a terminal illness and no longer able to work and no longer has health insurance. John guttek ii trust fund: a donation was made in the amount of 500.00 to support john guttek ii and family. Benefit trust fund established to assist with outstanding medical expenses for individual recipient with a terminal illness and no longer able to work and no longer has health insurance. Karen burnett trust fund: a donation was made in the amount of 7,500.00 to support karen burnett and family. Benefit trust fund established to assist with outstanding medical expenses for individual recipient with a terminal illness and no longer able to work.

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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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IRS990EZ/PrimaryExemptPurposeTxt0ROBBY ATHERTON FOUNDATION PRIMARY EXEMPT PURPOSE THE ROBBY ATHERTON FOUNDATION HAS BEEN ESTABLISHED TO PROVIDE VARIOUS FORMS OF ASSISTANCE TO FAMILIES, COMMUNITIES AND ORGANIZATIONS WITHIN SOUTHEAST MICHIGAN. IN ORDER TO PROVIDE THIS ASSISTANCE, WE HOLD ANNUAL CHARITY FUNDRAISING EVENTS SUCH AS A GOLF OUTING, BOWLING EVENTS, SOFTBALL TOURNAMENTS AND OTHER FUNDRAISING EVENTS. THROUGH THE PROCEEDS OF THESE EVENTS AND VARIOUS OTHER PRIVATE AND CORPORATE DONOR CONTRIBUTIONS WE ARE ABLE TO PROVIDE THIS ASSISTANCE IN THE FORM OF COLLEGE SCHOLARSHIPS AND DONATIONS TO OTHER LOCAL CHARITABLE ORGANIZATIONS, LOCAL MEMORIAL FUNDS AND FOUNDATIONS. IN ADDITION WE ARE ACTIVELY SEEKING WAYS OF BECOMING INVOLVED IN NON-FUNDRAISING EVENTS BY PARTNERING WITH OTHER CHARITY GROUPS. EXPAMPLES OF THESE EVENTS WOULD BE FOOD BANKS, SOUP KITCHENS AND OTHER COMMUNITY SERVICE ACTIVITIES.
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt040610
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt024911
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt021297
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt013183
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017805
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt013200
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02445
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt02160
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028212
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0700
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING & D
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SQUARE DANCE FU
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0926
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08008
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087633
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069828
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041616
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02808
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02808
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0663
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0663
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt020725
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01050
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01340
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt023115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE SPECIAL NEEDS CHILD 06/20/2014 10,000 0 0 ILLNESS CASH NONE TERMINAL ILLNESS 07/29/2014 7,500 0 0 TERM ILLNESS CASH NONE TERMINAL ILLNESS 12/01/2014 7,500 0 0 TERM ILLNESS CASH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING & PROMOTIONS 555 FOREIGN DIVIDEND TAXES 7 TOTAL 562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT FOR UNREALIZED GAIN/LOSS ON INVESTMENTS -5,007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROBBY ATHERTON FOUNDATION PRIMARY EXEMPT PURPOSE THE ROBBY ATHERTON FOUNDATION HAS BEEN ESTABLISHED TO PROVIDE VARIOUS FORMS OF ASSISTANCE TO FAMILIES, COMMUNITIES AND ORGANIZATIONS WITHIN SOUTHEAST MICHIGAN. IN ORDER TO PROVIDE THIS ASSISTANCE, WE HOLD ANNUAL CHARITY FUNDRAISING EVENTS SUCH AS A GOLF OUTING, BOWLING EVENTS, SOFTBALL TOURNAMENTS AND OTHER FUNDRAISING EVENTS. THROUGH THE PROCEEDS OF THESE EVENTS AND VARIOUS OTHER PRIVATE AND CORPORATE DONOR CONTRIBUTIONS WE ARE ABLE TO PROVIDE THIS ASSISTANCE IN THE FORM OF COLLEGE SCHOLARSHIPS AND DONATIONS TO OTHER LOCAL CHARITABLE ORGANIZATIONS, LOCAL MEMORIAL FUNDS AND FOUNDATIONS. IN ADDITION WE ARE ACTIVELY SEEKING WAYS OF BECOMING INVOLVED IN NON-FUNDRAISING EVENTS BY PARTNERING WITH OTHER CHARITY GROUPS. EXPAMPLES OF THESE EVENTS WOULD BE FOOD BANKS, SOUP KITCHENS AND OTHER COMMUNITY SERVICE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROBBY ATHERTON FOUNDATION 2014 ACCOMPLISHMENTS SCHOLARSHIP PROGRAMS: THE ROBBY ATHERTON FOUNDATION PROVIDED THREE INDIVIDUAL SCHOLARSHIPS AT 1,200.00 EACH TO HIGH SCHOOL STUDENTS AT UTICA EISENHOWER HIGH SCHOOL. THESE SCHOLARSHIPS WERE PROVIDED TO LOCAL STUDENT ATHLETES WHO MET THE CRITERIA AND GUIDLINES ESTABLISHED BY THE ROBBY ATHERTON FOUNDATION SCHOLARSHIP COMMITTEE. THE SCHOLARSHIP AWARD WINNERS WERE AS FOLLOWS; DANIEL CHIEMLEWSKI- UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 1,200.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE CURTIS BUNGER - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 1,200.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE CHARLES HAYES - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 1,200.00 PAID TO UNIVERSITY OF DETROIT MERCY OFFICE OF STUDENT FINANCIAL AID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROBBY ATHERTON FOUNDATION 2014 ACCOMPLISHMENTS JOEL ZITO TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT THE JOEL ZITO FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. SPECIAL DREAMS FARM: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO HELP WITH A LOCAL CHARITY THAT PROVIDES TERMINALLY ILL CHILDREN WITH SUMMER CAMPS AT A LOCAL FARM. VISION HOPE: A DONATION WAS MADE IN THE AMOUNT OF 2,495.00 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN. GRAYSON MELNECHUK TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 10,000.00 TO SUPPORT GRAYSON MELNECHUK AND HIS FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR GRAYSON MELNECHUK WHO WAS BORN PREMATURE AND HAS MANY HEALTH ISSUES AND REQUIRES 24 HOUR CARE. DENNIS R. SONNTAG TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT DENNIS R. SONNTAG AND FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. JOHN GUTTEK II TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 500.00 TO SUPPORT JOHN GUTTEK II AND FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. KAREN BURNETT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT KAREN BURNETT AND FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY J JAMROG CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-12T09:51:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.90$3.90$0.90$0.70$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.71$3.71$0.89$0.84$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.55$3.55$0.77$1.04$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.39$4.39$0.62$0.44$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.02$4.02$0.87$1.05$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.98$3.98$0.69$0.64$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.57$3.57$0.89$0.55$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.56$3.56$0.88$0.62$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.23$3.23$0.82$0.53$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.94$2.94$0.64$0.40$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.64$2.64$0.79$0.45$0.34
2013Detailed filing. Detailed filing data is available for this year.$2.35$2.35$1.00$0.35$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$1.63$0.95$0.79$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$1.46$0.89$0.31$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.88$1.13$0.25$0.88