Civic Intelligence

Huckle Family Foundation

990PF • Fiscal year 2013 • EIN 37-6474117

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 28, 2014

6291 Peninsula DriveWilmington, DE 49686

(231) 946-8135

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

93rd percentile

50%

Faster asset growth than 93% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

3620%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Up

$4,590,583

Up $1,534,507 (+50%) from 2012

Net Assets

$4,590,583

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2012

Revenue

Up

$968,133

Up $942,109 (+3620%) from 2012

Expenses

Up

$180,890

Up $129,709 (+253%) from 2012

Net Income

Up

$787,243

Up $812,400 (+3229%) from 2012

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,735,527Liabilities 2011: $0Net Assets 2011: $2,735,5272011Assets 2012: $3,056,076Liabilities 2012: $12012Assets 2013: $4,590,583Liabilities 2013: $1Net Assets 2013: $4,590,5832013Assets 2014: $4,651,828Liabilities 2014: $0Net Assets 2014: $4,651,8282014Assets 2015: $5,246,510Liabilities 2015: $0Net Assets 2015: $5,246,5102015Assets 2016: $5,075,434Liabilities 2016: $0Net Assets 2016: $5,075,4342016Assets 2017: $4,766,861Liabilities 2017: $0Net Assets 2017: $4,766,8612017Assets 2018: $4,325,848Liabilities 2018: $0Net Assets 2018: $4,325,8482018Assets 2019: $5,015,036Liabilities 2019: $0Net Assets 2019: $5,015,0362019Assets 2020: $5,674,134Liabilities 2020: $0Net Assets 2020: $5,674,1342020Assets 2021: $7,180,531Liabilities 2021: $0Net Assets 2021: $7,180,5312021Assets 2022: $6,741,367Liabilities 2022: $0Net Assets 2022: $6,741,3672022Assets 2023: $6,072,323Liabilities 2023: $0Net Assets 2023: $6,072,3232023Assets 2024: $5,325,335Liabilities 2024: $0Net Assets 2024: $5,325,3352024

Highlighted filing

2013

Assets$4,590,583
Liabilities$1
Net Assets$4,590,583

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $76,1702011Revenue 2012: $26,024Expenses 2012: $51,181Net Income 2012: -$25,1572012Revenue 2013: $968,133Expenses 2013: $180,890Net Income 2013: $787,2432013Revenue 2014: $1,621,183Expenses 2014: $160,220Net Income 2014: $1,460,9632014Revenue 2015: $839,250Expenses 2015: $244,568Net Income 2015: $594,6822015Revenue 2016: $284,591Expenses 2016: $455,667Net Income 2016: -$171,0762016Revenue 2017: $214,914Expenses 2017: $523,487Net Income 2017: -$308,5732017Revenue 2018: $356,407Expenses 2018: $797,420Net Income 2018: -$441,0132018Revenue 2019: $1,147,662Expenses 2019: $458,474Net Income 2019: $689,1882019Revenue 2020: $1,349,088Expenses 2020: $689,990Net Income 2020: $659,0982020Revenue 2021: $2,029,942Expenses 2021: $523,545Net Income 2021: $1,506,3972021Revenue 2022: $144,502Expenses 2022: $613,666Net Income 2022: -$469,1642022Revenue 2023: $304,394Expenses 2023: $973,438Net Income 2023: -$669,0442023Revenue 2024: $195,781Expenses 2024: $942,769Net Income 2024: -$746,9882024

Highlighted filing

2013

Revenue$968,133
Expenses$180,890
Net Income$787,243
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 28, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E HUCKLETrusteePT$0--
DIANA L HUCKLETrustee-$0--
Filing and Contact Details

Filer

EIN
37-6474117
Phone
2319468135

Signing Officer

Name
James E Huckle
Title
Trustee
Phone
2319468135
Signed
2014-02-28
Discuss with paid preparer
Yes

Preparer

Preparer
Alfonso Perillo
Phone
6172276161
Raw XML Appendix381 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12MUNSON HEALTHCARE REGIONAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101132 US-31 N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine113860 N LONG LAKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121150 MEDICAL CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0TRAVERSE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1TRAVERSE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2TRAVERSE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode049686
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode149684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode249684
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029787
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0146741
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0172212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0176528
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0142425
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0146741
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES HUCKLE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JAMES HUCKLE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2JAMES HUCKLE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3JAMES HUCKLE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4ROBERT RENEE MITTELSTAEDT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5ANDREW MARTHA BOWMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine106291 PENINSULA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine116291 PENINSULA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine126291 PENINSULA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine136291 PENINSULA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine146369 PENINSULA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine156218 LOWER SHORE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0TRAVERSE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1TRAVERSE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City2TRAVERSE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City3TRAVERSE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City4TRAVERSE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City5HARBOR SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State2MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State3MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State4MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State5MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode049686
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode149686
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode249686
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode349686
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode449686
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode549740
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0201453
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1201116
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2200829
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3153408
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt446337
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt546338
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum34
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0201453
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1201116
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2200829
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3153408
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,975 SHARES OF FIDELITY NASDAQ COMPOSITE INDEX FUND (FNCMX)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13,966 SHARES OF FIDELITY SPARTAN EXTENDED MARKET INDEX FUND (FSEVX)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc23,995 SHARES OF FIDELITY SPARTAN TOTAL MARKET INDEX FUND (FSTVX)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc32,803 SHARES OF FIDELITY NASDAQ COMPOSITE INDEX FUND (FNCMX)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-09-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12013-09-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22013-09-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32013-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0747264
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015637
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FPFS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt011728
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03909
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0453
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E HUCKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02319468135
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10JIM AND DIANA HUCKLE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JIMA
ReturnHeader/Filer/EIN0376474117
ReturnHeader/Filer/PhoneNum02319468135
ReturnHeader/Filer/USAddress/AddressLine106291 PENINSULA DRIVE
ReturnHeader/Filer/USAddress/City0TRAVERSE CITY
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049686
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042442519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EDELSTEIN AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0021101772
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparationDt02014-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFONSO PERILLO
ReturnHeader/ReturnTs02014-03-06T13:20:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.20$0.94$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.00$6.07$0.30$0.97$0.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$0.00$6.74$0.14$0.61$0.47
2021Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$2.03$0.52$1.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$1.35$0.69$0.66
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$1.15$0.46$0.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.36$0.80$0.44
2017Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.21$0.52$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$0.28$0.46$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.84$0.24$0.59
2014Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$1.62$0.16$1.46
2013Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.97$0.18$0.79
2012Summary only. Only limited summary data is available for this year.$3.06$0.00$0.03$0.05$0.03
2011Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.08