Civic Intelligence

Jeffrey P Bodzick Scholarship Foundation

990EZ • Fiscal year 2016 • EIN 37-1468147

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

P O Box 622Harbor Springs, MI 49740

(231) 348-2534

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

4.6%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-9.3%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$225,684

Up $9,880 (+4.6%) from 2015

Net Assets

Up

$225,684

Up $9,880 (+4.6%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$35,039

Down $3,582 (-9.3%) from 2015

Expenses

Up

$25,159

Up $10,075 (+67%) from 2015

Net Income

Down

$9,880

Down $13,657 (-58%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $169,891Liabilities 2012: $0Net Assets 2012: $169,8912012Assets 2014: $192,267Net Assets 2014: $192,2672014Assets 2015: $215,804Net Assets 2015: $215,8042015Assets 2016: $225,684Net Assets 2016: $225,6842016Assets 2017: $243,226Net Assets 2017: $243,2262017Assets 2018: $241,205Net Assets 2018: $241,2052018Assets 2019: $285,486Liabilities 2019: $0Net Assets 2019: $285,4862019Assets 2020: $305,990Liabilities 2020: $0Net Assets 2020: $305,9902020Assets 2021: $319,145Liabilities 2021: $0Net Assets 2021: $319,1452021Assets 2022: $248,049Liabilities 2022: $0Net Assets 2022: $248,0492022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$225,684
Liabilities-
Net Assets$225,684

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2012: $34,400Expenses 2012: $29,425Net Income 2012: $4,9752012Revenue 2014: $34,186Expenses 2014: $26,253Net Income 2014: $7,9332014Revenue 2015: $38,621Expenses 2015: $15,084Net Income 2015: $23,5372015Revenue 2016: $35,039Expenses 2016: $25,159Net Income 2016: $9,8802016Revenue 2017: $34,933Expenses 2017: $22,091Net Income 2017: $12,8422017Revenue 2018: $40,235Expenses 2018: $25,389Net Income 2018: $14,8462018Revenue 2019: $38,008Expenses 2019: $22,600Net Income 2019: $15,4082019Revenue 2020: $25,590Expenses 2020: $25,357Net Income 2020: $2332020Revenue 2021: $27,318Expenses 2021: $28,765Net Income 2021: -$1,4472021Revenue 2022: $10,551Expenses 2022: $20,494Net Income 2022: -$9,9432022Revenue 2023: $9,586Expenses 2023: $231,970Net Income 2023: -$222,3842023

Highlighted filing

2016

Revenue$35,039
Expenses$25,159
Net Income$9,880
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$45,798
Mission and Program Overview

Mission

Provide college scholarships to emmet county graduates

Program Services

DescriptionGrantsExpenses
Granted college scholarships to one graduating high school student from each high school located in Emmet County, MI$24,000$24,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marjorie OwenPresident-$0--
Karen BodzickVice President-$0--
Theodore BodzickSecretary-$0--
Suzanne RichardsDirector-$0--
Katherine FryeTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$28,655$15,000-$15,000
Total Events$28,655$15,000$10,758$4,242
Filing and Contact Details

Filer

Filer Name
Jeffrey P Bodzick Scholarship Foundation
EIN
37-1468147
Phone
2313482534
Address
P O BOX 622, HARBOR SPRINGS, MI 49740

Signing Officer

Name
Marjorie Owen
Title
President
Phone
2315267999
Signed
2017-05-12
Discuss with paid preparer
No

Preparer

Firm
Kolinski and Associates PC
Address
PO Box 4580, Harbor Springs, MI 49740
Preparer
William M Kolinski
Phone
2315266643
Supplemental Narrative

Additional Explanations

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

Annual Michigan registration 20

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

Investment Fees 3

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

Tax Return Preparation Fee 450

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

Post Office Box Rental 86

Raw XML Appendix198 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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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0559
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt0600
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024000
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IRS990EZ/SpecialEventsNetIncomeLossAmt04241
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt035039
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029541
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031193
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156505
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013655
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02158
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Annual Michigan registration 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Investment Fees 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Tax Return Preparation Fee 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Post Office Box Rental 86
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Marjorie Owen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02315267999
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFREY P BODZICK SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0371468147
ReturnHeader/Filer/PhoneNum02313482534
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ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:31:09
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kolinski and Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 4580
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Harbor Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049740
ReturnHeader/PreparerPersonGrp/PhoneNum02315266643
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William M Kolinski
ReturnHeader/ReturnTs02017-05-12T11:46:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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