Civic Intelligence

Preservation Bloomfield

990EZ • Fiscal year 2018 • EIN 35-2333158

May 01, 2017 to Apr 30, 2018 • Filed on Mar 12, 2019

Organization ProfileWWW.PRESERVATIONBLOOMFIELD.ORG
42714 Woodward AveBloomfield Hills, MI 48304

(248) 858-2400

Siviq Scores

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

Liabilities / Assets

88th percentile

0.41x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

3.22x

Higher debt load relative to revenue than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

3.8%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$210,165

Up $7,741 (+3.8%) from 2017

Net Assets

Up

$123,915

Up $12,741 (+11%) from 2017

Liabilities

Down

$86,250

Down $5,000 (-5.5%) from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin91st percentile

Revenue

Down

$26,800

Down $8,158 (-23%) from 2017

Expenses

Down

$14,059

Down $2,120 (-13%) from 2017

Net Income

Down

$12,741

Down $6,038 (-32%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$300K$200K$100K$0Assets 2017: $202,424Liabilities 2017: $91,250Net Assets 2017: $111,1742017Assets 2018: $210,165Liabilities 2018: $86,250Net Assets 2018: $123,9152018Assets 2019: $205,027Liabilities 2019: $81,250Net Assets 2019: $123,7772019

Highlighted filing

2018

Assets$210,165
Liabilities$86,250
Net Assets$123,915
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2017: $34,958Expenses 2017: $16,179Net Income 2017: $18,7792017Revenue 2018: $26,800Expenses 2018: $14,059Net Income 2018: $12,7412018Revenue 2019: $16,187Expenses 2019: $16,325Net Income 2019: -$1382019

Highlighted filing

2018

Revenue$26,800
Expenses$14,059
Net Income$12,741
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 12, 2019
Return Version
2017v2.3
Gross Receipts
$58,627
Mission and Program Overview

Mission

To promote and foster the preservation of historic buildings and structures in the city of bloomfield hills and charter township of bloomfield.

Program Services

DescriptionGrantsExpenses
PRESERVATION OF BARTON HOUSE$0$10,278
PRESERVATION OF CRAIG LOG CABIN$0$540
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT ZIEGELMANDirector-$0--
CYNTHIA VON OEYENDirector-$0--
PAM CARMICHAELVice Chairman-$0--
SUE NINEDirector-$0--
PATTI JESSUPDirector-$0--
MICHAEL DULChairman-$0--
BRIAN KEPESDirector-$0--
ROBERT HERNERDirector-$0--
JOHN MARSHALLSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gingerbread Brunch$14,458$4,025$1,544$2,481
Corn Roast$6,253$410$402$8
Total Events$55,581$4,910$31,827$-26,917
Filing and Contact Details

Filer

Filer Name
Preservation Bloomfield
EIN
35-2333158
Phone
2488582400
Address
42714 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304

Signing Officer

Name
Michael Dul
Title
Chairman
Phone
2486138390
Signed
2019-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Jenkins Magnus Volk & Carroll Pc
Address
42714 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304-5181
Preparer
Kathleen a Jenkins
Phone
2488582400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest savings st cd. Amount: 18. Description: miscellenous income. Amount: 290. Total included on form 990-ez, line 4: 308.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative expenses. Amount: 1,022. Description: insurance. Amount: 1,387. Description: bank fees. Amount: 700. Description: program service expense. Amount: 10,818. Total to form 990-ez, line 16: 13,927.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: long term liability. Beg. Of year amount: 91,250. End of year amount: 86,250.”

Raw XML Appendix223 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLOOMFIELD HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT ZIEGELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYNTHIA VON OEYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAM CARMICHAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUE NINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATTI JESSUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL DUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN KEPES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBERT HERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOHN MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013927
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND FOSTER THE PRESERVATION OF HISTORIC BUILDINGS AND STRUCTURES IN THE CITY OF BLOOMFIELD HILLS AND CHARTER TOWNSHIP OF BLOOMFIELD.
IRS990EZ/PrintingPublicationsPostageAmt0132
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVATION OF BARTON HOUSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRESERVATION OF CRAIG LOG CABIN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010278
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1540
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt031827
IRS990EZ/SpecialEventsNetIncomeLossAmt0-26495
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt091250
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt086250
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014059
IRS990EZ/TotalProgramServiceExpensesAmt010818
IRS990EZ/TotalRevenueAmt026800
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0NON PROFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PRESERVATIONBLOOMFIELD.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040443
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020901
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040443
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0167973
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt050671
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010433
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05843
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt034395
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031827
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GINGERBREAD BRUNCH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CORN ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0909
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014458
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06253
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt034870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04910
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-26917
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt025807
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027753
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01544
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0402
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03165
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST SAVINGS ST CD. AMOUNT: 18. DESCRIPTION: MISCELLENOUS INCOME. AMOUNT: 290. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 308.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,022. DESCRIPTION: INSURANCE. AMOUNT: 1,387. DESCRIPTION: BANK FEES. AMOUNT: 700. DESCRIPTION: PROGRAM SERVICE EXPENSE. AMOUNT: 10,818. TOTAL TO FORM 990-EZ, LINE 16: 13,927.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LONG TERM LIABILITY. BEG. OF YEAR AMOUNT: 91,250. END OF YEAR AMOUNT: 86,250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DUL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02486138390
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRESERVATION BLOOMFIELD
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0352333158
ReturnHeader/Filer/PhoneNum02488582400
ReturnHeader/Filer/USAddress/AddressLine1Txt042714 WOODWARD AVE
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048304
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04E7CA68A8537AB6455E99DC65732BE5FFDAEA9F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04E7CA68A8537AB6455E99DC65732BE5FFDAEA9F2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.145.235.13
ReturnHeader/FilingSecurityInformation/IPDt02019-03-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:55:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382081519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENKINS MAGNUS VOLK & CARROLL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042714 WOODWARD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483045181
ReturnHeader/PreparerPersonGrp/PhoneNum02488582400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A JENKINS
ReturnHeader/ReturnTs02019-03-15T07:57:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,165
Liabilities
$86,250
Net assets
$123,915
Revenue
$26,800
Expenses
$14,059
Net income
$12,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.81$1.24$0.16$0.16$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.86$1.24$0.27$0.14$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.91$1.11$0.35$0.16$0.19