Civic Intelligence

Diane S Robertson

EIN 35-2264055 • Kalamazoo, MI

3406 Northfield TrailKalamazoo, MI 49009
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-1360%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $210,418 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $210,418 (-100%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Up

$20,179

Up $8,607 (+74%) from 2023

Expenses

Up

$294,668

Up $288,970 (+5071%) from 2023

Net Income

Down

-$274,489

Down $280,363 (-4773%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $161,606Liabilities 2010: $0Net Assets 2010: $161,6062010Assets 2011: $179,155Liabilities 2011: $0Net Assets 2011: $179,1552011Assets 2012: $174,365Liabilities 2012: $0Net Assets 2012: $174,3652012Assets 2013: $174,816Liabilities 2013: $0Net Assets 2013: $174,8162013Assets 2014: $176,041Liabilities 2014: $0Net Assets 2014: $176,0412014Assets 2015: $171,146Liabilities 2015: $0Net Assets 2015: $171,1462015Assets 2016: $173,797Liabilities 2016: $0Net Assets 2016: $173,7972016Assets 2017: $206,872Liabilities 2017: $33,000Net Assets 2017: $173,8722017Assets 2018: $254,383Liabilities 2018: $0Net Assets 2018: $254,3832018Assets 2019: $262,276Liabilities 2019: $0Net Assets 2019: $262,2762019Assets 2020: $262,978Liabilities 2020: $0Net Assets 2020: $262,9782020Assets 2021: $234,291Liabilities 2021: $0Net Assets 2021: $234,2912021Assets 2022: $204,544Liabilities 2022: $0Net Assets 2022: $204,5442022Assets 2023: $210,418Liabilities 2023: $0Net Assets 2023: $210,4182023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $36,4522010Expenses 2011: $9,5522011Expenses 2012: $7,1502012Revenue 2013: $4,672Expenses 2013: $2,159Net Income 2013: $2,5132013Revenue 2014: $837Expenses 2014: $1,673Net Income 2014: -$8362014Revenue 2015: -$1,631Expenses 2015: $3,264Net Income 2015: -$4,8952015Revenue 2016: $7,388Expenses 2016: $4,737Net Income 2016: $2,6512016Revenue 2017: $5,187Expenses 2017: $5,112Net Income 2017: $752017Revenue 2018: $117,610Expenses 2018: $37,099Net Income 2018: $80,5112018Revenue 2019: $11,946Expenses 2019: $4,053Net Income 2019: $7,8932019Revenue 2020: $3,956Expenses 2020: $3,011Net Income 2020: $9452020Revenue 2021: $11,449Expenses 2021: $40,136Net Income 2021: -$28,6872021Revenue 2022: $9,727Expenses 2022: $39,124Net Income 2022: -$29,3972022Revenue 2023: $11,572Expenses 2023: $5,698Net Income 2023: $5,8742023Revenue 2024: $20,179Expenses 2024: $294,668Net Income 2024: -$274,4892024

Highlighted filing

2024

Revenue$20,179
Expenses$294,668
Net Income-$274,489
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$20,179
Expenses
$294,668
Net income
-$274,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.20$2.95$2.74
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.12$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.10$0.39$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.11$0.40$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.12$0.04$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.18$0.37$0.81
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.33$1.74$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.02$0.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.01$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.05$0.02$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE S ROBERTSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Diane S Robertson
EIN
35-2264055
Phone
2693754529
Address
3406 NORTHFIELD TRAIL, KALAMAZOO, MI 49009

Signing Officer

Name
Diane S Robertson
Title
President
Phone
2693538000
Signed
2025-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Fisher Spiegel Kunkle & Gerber Pllc
Address
4625 BECKLEY RD BLDG 400, BATTLE CREEK, MI 49015
Preparer
Doris J Kunkle
Phone
2699794102
Raw XML Appendix263 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/Amt09700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CISCO SYSTENS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MERCK AND COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PHIZER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKROCK LIQUIDY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1REAVES UTILITY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03508
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03725
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02972
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX OVERPAYMENT REFU
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0274
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010479
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010479
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0282449
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0282449
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt09700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03508
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03508
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-274489
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023836
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02972
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02972
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03725
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0274
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0282449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0294668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020179
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012249
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US TSY 4.5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1REAVES UTILITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLACKROCK LIQUIDITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BLACKROCK LIQUIDITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03725
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt04
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-274489
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt064071
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0210418
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010896
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010896
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010896
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010896
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt083448
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0210418
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt060348
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012824
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0210418
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0210418
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0210418
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt053798
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0221243
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt063180
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0158063
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03319
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010896
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0217924
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0221243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DIANE S ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03406 NORTHFIELD TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049009
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0282449
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0282449
IRS990PF/PFStatusTermSect507b1AInd0X
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DORIS J KUNKLE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02925 OAKLAND DRIVE STE 317
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KALAMAZOO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049008
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02693754529
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DIANE S ROBERTSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0244735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt137714
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FARMERS ALLEY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FARMERS ALLEY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0221 FARMERS ALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1221 FARMERS ALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0221 FARMERS ALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1221 FARMERS ALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149007
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0282449
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/AppliedToCurrentYearAmt010896
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0287331
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0271553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015778
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0282449
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0271553
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0287331
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015778
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DIANE S ROBERTSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03406 NORTHFIELD TRAIL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KALAMAZOO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd049009
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09700
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0AS OF DECEMBER 24, 2024, ALL ASSETS WERE DISTRIBUTED TO A QUALIFYING CHARITY, UNDER SECTION 507(B)(1)(A) TERMINATIONS, WITHOUT KEEPING ANY RIGHT, TITLE , OR INTEREST IN THE DISTRIBUTED ASSETS. ALL ASSETS OF THE FOUNDATION WERE DISTRIBUTED TO FARMERS ALLEY THEATRE, 221 FARMERS ALLEY, KALAMAZOO, MI 49007, A 501(C)(3) EXEMPT ORGANIZATION, AS FOLLOWS: ON NOVEMBER 22, 2024, NINE SECURITIES WERE DISTRIBUTED IN-KIND WITH A FAIR MARKET VALUE 0F 244,735,BASED ON THE AVERAGE OF THE HIGH AND LOW. ON DECEMBER 23, 2024, CASH WAS DISTRIBUTED IN THE AMOUNT OF 37,616. ON DECEMBER 24, 2024, CASH WAS DISTRIBUTED IN THE AMOUNT OF 97.
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX OVERPAYMENT REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0274
OtherIncreasesSchedule/OtherIncreasesDetail/Amt063597
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1474
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION ON DONATED STOCK
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TIMING DIFFERENCE DIVIDEND PAYTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02519
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02549
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE S ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02693538000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIANE S ROBERTSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DIAN
ReturnHeader/Filer/EIN0352264055
ReturnHeader/Filer/PhoneNum02693754529
ReturnHeader/Filer/USAddress/AddressLine1Txt03406 NORTHFIELD TRAIL
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382771156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISHER SPIEGEL KUNKLE & GERBER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04625 BECKLEY RD BLDG 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATTLE CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049015
ReturnHeader/PreparerPersonGrp/PhoneNum02699794102
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORIS J KUNKLE
ReturnHeader/ReturnTs02025-10-10T19:31:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.