Civic Intelligence

The Goad Foundation

990PF • Fiscal year 2017 • EIN 38-1678220

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

838 W Long Lake RdBloomfield Hills, MI 48302

(262) 835-2326

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-271%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$45,511

Down $5,532 (-11%) from 2016

Net Assets

Down

$45,511

Down $5,532 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,840

Up $396 (+27%) from 2016

Expenses

Up

$6,822

Up $6,190 (+979%) from 2016

Net Income

Down

-$4,982

Down $5,794 (-714%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $88,186Liabilities 2010: $0Net Assets 2010: $88,1862010Assets 2011: $79,385Liabilities 2011: $12011Assets 2012: $66,088Liabilities 2012: $0Net Assets 2012: $66,0882012Assets 2013: $57,794Liabilities 2013: $0Net Assets 2013: $57,7942013Assets 2014: $52,136Liabilities 2014: $0Net Assets 2014: $52,1362014Assets 2015: $51,389Liabilities 2015: $0Net Assets 2015: $51,3892015Assets 2016: $51,043Liabilities 2016: $0Net Assets 2016: $51,0432016Assets 2017: $45,511Liabilities 2017: $0Net Assets 2017: $45,5112017Assets 2018: $43,924Liabilities 2018: $0Net Assets 2018: $43,9242018Assets 2019: $45,688Liabilities 2019: $0Net Assets 2019: $45,6882019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$45,511
Liabilities$0
Net Assets$45,511

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $13,8452010Revenue 2011: $4,175Expenses 2011: $12,746Net Income 2011: -$8,5712011Expenses 2012: $13,7462012Revenue 2013: $3,178Expenses 2013: $14,125Net Income 2013: -$10,9472013Revenue 2014: $1,978Expenses 2014: $8,175Net Income 2014: -$6,1972014Revenue 2015: $1,980Expenses 2015: $623Net Income 2015: $1,3572015Revenue 2016: $1,444Expenses 2016: $632Net Income 2016: $8122016Revenue 2017: $1,840Expenses 2017: $6,822Net Income 2017: -$4,9822017Revenue 2018: $1,344Expenses 2018: $2,632Net Income 2018: -$1,2882018Revenue 2019: $1,245Expenses 2019: $1,858Net Income 2019: -$6132019Revenue 2020: $919Expenses 2020: $59,180Net Income 2020: -$58,2612020

Highlighted filing

2017

Revenue$1,840
Expenses$6,822
Net Income-$4,982
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS C GOADPresident-$0--
DOUGLASS C GOADVice President-$0--
LINDA G LARISCHDirector-$0--
THEODORE C GOADDirector/Secretary-$0--
ANDREAS LARISCHDirector-$0--
BRANDON GOADDirector-$0--
NICHOLAS LARISCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Goad Foundation
EIN
38-1678220
Phone
2628352326
Address
838 W LONG LAKE RD, BLOOMFIELD HILLS, MI 48302

Signing Officer

Name
Theodore C Goad
Title
Treasurer
Phone
2628352326
Signed
2018-05-10

Preparer

Firm
John E Grenke JD PC
Address
838 W Long Lake Rd, Bloomfield Hills, MI 48302
Preparer
John E Grenke
Phone
2482206400
Raw XML Appendix366 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/USAddress/CityNm5AURORA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6FERNDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd443004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd580015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd648220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt012276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt012123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.087353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.009263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.075432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.193695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.158373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt053493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt049658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt048469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt051676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt063378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt076547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.436763
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04439
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04439
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04439
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THEODORE C GOAD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09445 Seven Mile Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Caledonia
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02628352326
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER REQUEST WITH EXEMPTION LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THEODORE C GOAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09445 SEVEN MILE ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CALEDONIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0501(C)(3) ORGANIZATIONS ONLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE: AVAILABLILITY OF FUNDS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012007
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012007
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021146
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012325
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04439
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04439
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033153
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028714
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02675
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0John E. Grenke, JD, PC Legal and Tax
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04439
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05919
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01480
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01110
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1517
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Write of Account Receivable
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Basis adjustment
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01077
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital Gains
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0674
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Telemus Financial Advisor
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0674
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1214
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Excise tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THEODORE C GOAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02628352326
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GOAD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GOAD
ReturnHeader/Filer/EIN0381678220
ReturnHeader/Filer/PhoneNum02628352326
ReturnHeader/Filer/USAddress/AddressLine1Txt0838 W LONG LAKE RD
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0288E2FF1D403387627A1538D84F56B00D787F44D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0288E2FF1D403387627A1538D84F56B00D787F44D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.112.34.102
ReturnHeader/FilingSecurityInformation/IPDt02018-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:08:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John E Grenke JD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0838 W Long Lake Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomfield Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048302
ReturnHeader/PreparerPersonGrp/PhoneNum02482206400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E GRENKE
ReturnHeader/ReturnTs02018-05-13T10:08:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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