Civic Intelligence

Herbert H & Grace a Dow Foundation

990PF • Fiscal year 2016 • EIN 38-1437485

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile

View Organization Page

1018 West Main StreetMidland, MI 48640

(989) 631-3699

Siviq Scores

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

Liabilities / Assets

16th percentile

0.04x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.47x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

94th percentile

49%

Higher net margin than 94% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

16th percentile

$271,020

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

34%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$485,069,005

Up $13,178,917 (+2.8%) from 2015

Net Assets

Up

$465,496,108

Up $14,909,993 (+3.3%) from 2015

Liabilities

Down

$19,572,897

Down $1,731,076 (-8.1%) from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin94th percentile

Revenue

Up

$41,652,809

Up $10,552,922 (+34%) from 2015

Expenses

Down

$21,130,314

Down $11,075,220 (-34%) from 2015

Net Income

Up

$20,522,495

Up $21,628,142 (+1956%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$800M$600M$400M$200M$0Assets 2011: $379,143,162Liabilities 2011: $11,113,9292011Assets 2012: $406,635,744Liabilities 2012: $11,817,3832012Assets 2013: $491,279,182Liabilities 2013: $5,625,7072013Assets 2014: $485,120,547Liabilities 2014: $18,535,7582014Assets 2015: $471,890,088Liabilities 2015: $21,303,973Net Assets 2015: $450,586,1152015Assets 2016: $485,069,005Liabilities 2016: $19,572,897Net Assets 2016: $465,496,1082016Assets 2017: $556,369,412Liabilities 2017: $19,439,494Net Assets 2017: $536,929,9182017Assets 2018: $501,434,911Liabilities 2018: $17,189,047Net Assets 2018: $484,245,8642018Assets 2019: $540,170,019Liabilities 2019: $22,023,571Net Assets 2019: $518,146,4482019Assets 2020: $575,608,768Liabilities 2020: $18,279,981Net Assets 2020: $557,328,7872020Assets 2021: $651,039,669Liabilities 2021: $28,122,058Net Assets 2021: $622,917,6112021Assets 2022: $583,499,862Liabilities 2022: $20,732,579Net Assets 2022: $562,767,2832022Assets 2023: $621,175,059Liabilities 2023: $24,485,736Net Assets 2023: $596,689,3102023Assets 2024: $642,648,050Liabilities 2024: $24,143,578Net Assets 2024: $618,504,4722024

Highlighted filing

2016

Assets$485,069,005
Liabilities$19,572,897
Net Assets$465,496,108
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100M$50M$0-$50MRevenue 2011: $15,715,583Expenses 2011: $22,739,078Net Income 2011: -$7,023,4952011Revenue 2012: $18,140,240Expenses 2012: $23,139,071Net Income 2012: -$4,998,8312012Revenue 2013: $97,521,534Expenses 2013: $19,654,898Net Income 2013: $77,866,6362013Revenue 2014: $95,833,427Expenses 2014: $43,279,534Net Income 2014: $52,553,8932014Revenue 2015: $31,099,887Expenses 2015: $32,205,534Net Income 2015: -$1,105,6472015Revenue 2016: $41,652,809Expenses 2016: $21,130,314Net Income 2016: $20,522,4952016Revenue 2017: $46,197,446Expenses 2017: $20,772,752Net Income 2017: $25,424,6942017Revenue 2018: $16,177,225Expenses 2018: $26,257,438Net Income 2018: -$10,080,2132018Revenue 2019: $22,642,128Expenses 2019: $24,946,131Net Income 2019: -$2,304,0032019Revenue 2020: $36,767,282Expenses 2020: $29,450,493Net Income 2020: $7,316,7892020Revenue 2021: $54,700,097Expenses 2021: $46,400,766Net Income 2021: $8,299,3312021Revenue 2022: $36,347,855Expenses 2022: $32,131,559Net Income 2022: $4,216,2962022Revenue 2023: $40,934,354Expenses 2023: $45,144,955Net Income 2023: -$4,210,6012023Revenue 2024: $55,944,598Expenses 2024: $38,170,123Net Income 2024: $17,774,4752024

Highlighted filing

2016

Revenue$41,652,809
Expenses$21,130,314
Net Income$20,522,495
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENEE VELASQUEZExecutive DiFT$250,120$20,900$271,020
MICHAEL LLOYD DOWVice Preside-$0--
MACAULEY WHITING JRPresidentPT$0--
MARGARET E THOMPSONSecretary-$0--
BONNIE BUCHANAN MATHESONTrustee-$0--
SUZANNA MCCUANTrustee-$0--
DAVID RAMAKERTrustee-$0--
ALDEN LEE HANSONTrustee-$0--
RUTH A DOANAssistant Se-$0--
DIANE DOW HULLETTrustee-$0--
ANDREW LIVERISTrustee-$0--
BEN ANDERSONAssociate Tr-$0--
STEPHEN CARRASTrustee-$0--
WILLARD MOTTTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Herbert H & Grace a Dow
EIN
38-1437485
Phone
9896313699
Address
1018 WEST MAIN STREET, MIDLAND, MI 48640

Signing Officer

Name
Jenee Velasquez
Title
Executive Director
Phone
9896313699
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
5915 EASTMAN AVE STE 100, MIDLAND, MI 48640-6824
Preparer
Kellie M Bos
Phone
9898357721
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101LOCUST WOOD CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102ARCHIPELAGO - ML
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103VANGUARD EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104MOON CAPITAL GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105GOLDMAN SACHS GLOBAL OPP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106THORNBURG INTERNATIONAL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10727-3114657 - ARSENAL VENTURE CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108ARCHIPELAGO HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109OZOFII ACCESS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110GOLDMAN SACHS MULTI MGR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111SCHRODER INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112RENAISSANCE INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113SX5E ARN ISSUE BAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114SCHWAB US BROAD MARKET ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115FIDELITY TOTAL MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116VANGUARD TOTAL STOCK MARKET
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Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$485,069,005
Liabilities
$19,572,897
Net assets
$465,496,108
Revenue
$41,652,809
Expenses
$21,130,314
Net income
$20,522,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$643$24.1$619$55.9$38.2$17.8
2023Detailed filing. Detailed filing data is available for this year.$621$24.5$597$40.9$45.1$4.21
2022Detailed filing. Detailed filing data is available for this year.$583$20.7$563$36.3$32.1$4.22
2021Detailed filing. Detailed filing data is available for this year.$651$28.1$623$54.7$46.4$8.30
2020Detailed filing. Detailed filing data is available for this year.$576$18.3$557$36.8$29.5$7.32
2019Detailed filing. Detailed filing data is available for this year.$540$22.0$518$22.6$24.9$2.30
2018Detailed filing. Detailed filing data is available for this year.$501$17.2$484$16.2$26.3$10.1
2017Detailed filing. Detailed filing data is available for this year.$556$19.4$537$46.2$20.8$25.4
2016Detailed filing. Detailed filing data is available for this year.$485$19.6$465$41.7$21.1$20.5
2015Detailed filing. Detailed filing data is available for this year.$472$21.3$451$31.1$32.2$1.11
2014Summary only. Only limited summary data is available for this year.$485$18.5$95.8$43.3$52.6
2013Summary only. Only limited summary data is available for this year.$491$5.63$97.5$19.7$77.9
2012Summary only. Only limited summary data is available for this year.$407$11.8$18.1$23.1$5.00
2011Summary only. Only limited summary data is available for this year.$379$11.1$15.7$22.7$7.02