Civic Intelligence

Diane S Robertson Charitable Foundation

990PF • Fiscal year 2019 • EIN 35-2264055

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 15, 2020

Organization Profile
4104 Oakharbor StreetKalamazoo, MI 49009-6185

(269) 375-4529

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

3.1%

Faster asset growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-90%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$262,276

Up $7,893 (+3.1%) from 2018

Net Assets

Up

$262,276

Up $7,893 (+3.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Down

$11,946

Down $105,664 (-90%) from 2018

Expenses

Down

$4,053

Down $33,046 (-89%) from 2018

Net Income

Down

$7,893

Down $72,618 (-90%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2019

Assets$262,276
Liabilities$0
Net Assets$262,276
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$11,946
Expenses$4,053
Net Income$7,893
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE S ROBERTSONTrustee-$0--
JULIE A BUCHANAN MLTrustee-$0--
DORIS J KUNKLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Diane S Robertson
EIN
35-2264055
Phone
2693754529
Address
4104 OAKHARBOR STREET, KALAMAZOO, MI 49009-6185

Signing Officer

Name
Diane S Robertson
Title
Trustee
Phone
2693754529
Signed
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Fisher Spiegel Kunkle & Gerber Pllc
Address
350 E MICHIGAN AVE STE 510, KALAMAZOO, MI 49007
Preparer
Doris J Kunkle
Phone
2693538000
Raw XML Appendix313 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/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/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DIANE S ROBERTSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KALAMAZOO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0490096185
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
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/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt08209
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08209
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09430
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08209
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01221
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01221
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09430
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0249
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0280
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02953
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02953
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE S ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02693754529
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIANE S ROBERTSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DIAN
ReturnHeader/Filer/EIN0352264055
ReturnHeader/Filer/PhoneNum02693754529
ReturnHeader/Filer/USAddress/AddressLine1Txt04104 OAKHARBOR STREET
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0490096185
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId001F693DEEA3E4C935AD2A6793AC3BE1AE72F0E93
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId001F693DEEA3E4C935AD2A6793AC3BE1AE72F0E93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:30:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382771156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISHER SPIEGEL KUNKLE & GERBER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 E MICHIGAN AVE STE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049007
ReturnHeader/PreparerPersonGrp/PhoneNum02693538000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORIS J KUNKLE
ReturnHeader/ReturnTs02020-09-18T08:30:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$262,276
Liabilities
$0
Net assets
$262,276
Revenue
$11,946
Expenses
$4,053
Net income
$7,893
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