Civic Intelligence

Sam Family Foundation

990PF • Fiscal year 2018 • EIN 36-4035544

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
200 Ottawa Avenue NW Suite 300Grand Rapids, MI 49503

(616) 774-7000

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

4th percentile

-117%

Higher net margin than 4% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

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.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

71st percentile

8.9%

Faster asset growth than 71% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$839,650

Up $68,560 (+8.9%) from 2017

Net Assets

Up

$839,650

Up $68,560 (+8.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin4th percentile

Revenue

Up

$12,779

Up $3,156 (+33%) from 2017

Expenses

Down

$27,693

Down $16,227 (-37%) from 2017

Net Income

Up

-$14,914

Up $19,383 (+57%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.0M$500K$0Assets 2013: $794,094Liabilities 2013: $0Net Assets 2013: $794,0942013Assets 2014: $802,227Liabilities 2014: $0Net Assets 2014: $802,2272014Assets 2015: $741,007Liabilities 2015: $0Net Assets 2015: $741,0072015Assets 2016: $751,849Liabilities 2016: $0Net Assets 2016: $751,8492016Assets 2017: $771,090Liabilities 2017: $0Net Assets 2017: $771,0902017Assets 2018: $839,650Liabilities 2018: $0Net Assets 2018: $839,6502018Assets 2019: $780,525Liabilities 2019: $0Net Assets 2019: $780,5252019Assets 2020: $820,854Liabilities 2020: $0Net Assets 2020: $820,8542020Assets 2021: $916,173Liabilities 2021: $0Net Assets 2021: $916,1732021Assets 2022: $646Liabilities 2022: $0Net Assets 2022: $6462022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2018

Assets$839,650
Liabilities$0
Net Assets$839,650
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2013: $93,155Expenses 2013: $49,113Net Income 2013: $44,0422013Revenue 2014: $45,419Expenses 2014: $48,286Net Income 2014: -$2,8672014Revenue 2015: $95,121Expenses 2015: $67,360Net Income 2015: $27,7612015Revenue 2016: -$16,200Expenses 2016: $35,101Net Income 2016: -$51,3012016Revenue 2017: $9,623Expenses 2017: $43,920Net Income 2017: -$34,2972017Revenue 2018: $12,779Expenses 2018: $27,693Net Income 2018: -$14,9142018Revenue 2019: $18,092Expenses 2019: $57,184Net Income 2019: -$39,0922019Revenue 2020: $16,144Expenses 2020: $50,012Net Income 2020: -$33,8682020Revenue 2021: $20,917Expenses 2021: $42,380Net Income 2021: -$21,4632021Revenue 2022: $262,685Expenses 2022: $830,458Net Income 2022: -$567,7732022Revenue 2023: $9,814Expenses 2023: $10,460Net Income 2023: -$6462023

Highlighted filing

2018

Revenue$12,779
Expenses$27,693
Net Income-$14,914
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET D BEDFORDPresident/Director-$0--
HOWARD E BEDFORDVice-President/Director-$0--
STEVEN M SWANSON IITreasurer/Secretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Sam Family Foundation
EIN
36-4035544
In Care Of
% BDO USA LLP
Phone
6167747000
Address
200 Ottawa Avenue NW Suite 300, Grand Rapids, MI 49503

Signing Officer

Name
Margaret D Bedford
Title
President
Phone
6167747000
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
200 OTTAWA AVE NW STE 300, GRAND RAPIDS, MI 49503
Preparer
Sara Hendrix
Phone
6167747000
Raw XML Appendix350 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1320 SOUTH WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28 CHURCH LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411770 US HIGHWAY ONE STE 303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt528 WEST 44TH STREET STE 609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61535 N DAYTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PARK RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORTH PALM BEACH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022938
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038169
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022938
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt08560
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038169
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt031498
OtherDecreasesSchedule/OtherDecreasesDetail/Amt033000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0GRANTS FROM 2017 THAT CLEARED IN 2018
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0415
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0715
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt190
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0116464
OtherIncreasesSchedule/OtherIncreasesDetail/Amt110
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ML #2BL-04050 BOND PREMIUM
TaxesSchedule/TaxesDetail/Amt0342
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0342
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET D BEDFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06167747000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sam Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SAMF
ReturnHeader/Filer/EIN0364035544
ReturnHeader/Filer/InCareOfNm0% BDO USA LLP
ReturnHeader/Filer/PhoneNum06167747000
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Ottawa Avenue NW Suite 300
ReturnHeader/Filer/USAddress/CityNm0Grand Rapids
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049503
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AD54E84643133A88D42B8B354FA1BEC36FB2E1CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A85337F87B08F9A1CF830AE67196FA15D6689563
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId038868920193185000013
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.203.204.82
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 OTTAWA AVE NW STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049503
ReturnHeader/PreparerPersonGrp/PhoneNum06167747000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sara Hendrix
ReturnHeader/ReturnTs02019-11-14T11:54:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$839,650
Liabilities
$0
Net assets
$839,650
Revenue
$12,779
Expenses
$27,693
Net income
-$14,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$2.63$8.30$5.68
2021Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$0.21$0.42$0.21
2020Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.16$0.50$0.34
2019Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.18$0.57$0.39
2018Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.13$0.28$0.15
2017Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.10$0.44$0.34
2016Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.16$0.35$0.51
2015Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.95$0.67$0.28
2014Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.45$0.48$0.03
2013Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.93$0.49$0.44