Civic Intelligence

The Americana Foundation 71089

990PF • Fiscal year 2020 • EIN 38-2269431

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 24, 2021

28115 Meadowbrook RoadNovi, MI 48377

(248) 347-3863

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.10x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$158,648

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$22,134,730

Up $2,604,801 (+13%) from 2019

Net Assets

Up

$21,961,024

Up $2,744,239 (+14%) from 2019

Liabilities

Down

$173,706

Down $139,438 (-45%) from 2019

Revenue

Up

$1,797,217

Up $659,113 (+58%) from 2019

Expenses

Down

$977,559

Down $60,310 (-5.8%) from 2019

Net Income

Up

$819,658

Up $719,423 (+718%) from 2019

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $16,903,996Liabilities 2011: $145,7982011Assets 2012: $18,068,984Liabilities 2012: $186,5512012Assets 2013: $20,456,258Liabilities 2013: $255,2342013Assets 2014: $19,634,997Liabilities 2014: $258,599Net Assets 2014: $19,376,3982014Assets 2015: $18,094,430Liabilities 2015: $278,3042015Assets 2018: $17,411,944Liabilities 2018: $398,454Net Assets 2018: $17,013,4902018Assets 2019: $19,529,929Liabilities 2019: $313,144Net Assets 2019: $19,216,7852019Assets 2020: $22,134,730Liabilities 2020: $173,706Net Assets 2020: $21,961,0242020Assets 2021: $23,362,515Liabilities 2021: $59,012Net Assets 2021: $23,303,5032021Assets 2022: $18,304,650Liabilities 2022: $123,946Net Assets 2022: $18,180,7042022Assets 2023: $19,977,582Liabilities 2023: $104,137Net Assets 2023: $19,873,4452023Assets 2024: $20,881,120Liabilities 2024: $131,443Net Assets 2024: $20,749,6772024

Highlighted filing

2020

Assets$22,134,730
Liabilities$173,706
Net Assets$21,961,024

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $781,285Expenses 2011: $1,090,266Net Income 2011: -$308,9812011Revenue 2012: $907,765Expenses 2012: $1,179,158Net Income 2012: -$271,3932012Revenue 2013: $1,872,381Expenses 2013: $1,143,059Net Income 2013: $729,3222013Revenue 2014: $1,641,924Expenses 2014: $1,343,086Net Income 2014: $298,8382014Revenue 2015: $910,678Expenses 2015: $1,198,620Net Income 2015: -$287,9422015Revenue 2018: $1,353,072Expenses 2018: $1,370,963Net Income 2018: -$17,8912018Revenue 2019: $1,138,104Expenses 2019: $1,037,869Net Income 2019: $100,2352019Revenue 2020: $1,797,217Expenses 2020: $977,559Net Income 2020: $819,6582020Revenue 2021: $2,591,669Expenses 2021: $1,072,033Net Income 2021: $1,519,6362021Revenue 2022: $214,070Expenses 2022: $1,217,426Net Income 2022: -$1,003,3562022Revenue 2023: $489,065Expenses 2023: $1,069,417Net Income 2023: -$580,3522023Revenue 2024: $1,267,381Expenses 2024: $1,144,797Net Income 2024: $122,5842024

Highlighted filing

2020

Revenue$1,797,217
Expenses$977,559
Net Income$819,658
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 24, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN BUCKNERExecutive DirectorFT$147,427$11,221$158,648
JONATHAN THOMASTrustee-$3,750-$3,750
KATHRYN HARPERTrustee-$2,750-$2,750
GARY RENTROPTrustee-$2,750-$2,750
MATTHEW WAWROTreasurer-$2,750-$2,750
RICK FOSTERVice President-$2,750-$2,750
ROBERT JANSONPresident-$2,750-$2,750
JUMANA VASITrustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Americana Foundation
EIN
38-2269431
Phone
2483473863
Address
28115 MEADOWBROOK ROAD, NOVI, MI 48377

Signing Officer

Name
Kathryn Buckner
Title
Executive Director
Phone
2483473863
Signed
2021-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Brandy L Mikula CPA
Phone
5173237500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0574624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11514895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2449804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3202794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0241998
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01021271
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OIL & GAS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt06121
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0313
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01269390
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0313
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01269703
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt030628
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt030628
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01021271
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0175075
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03573
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0178648
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0592070
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0592070
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0527514
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0241998
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0241998
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0819658
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03153263
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0146
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0146
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01021271
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01183415
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt03058
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt062
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt03120
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt037147
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0677
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037824
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06121
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt081133
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081133
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt025829
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0526
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt026355
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0875136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt085975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0977559
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01269390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01797217
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0283066
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt085975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0385489
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06383
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02131992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0429080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1592191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0429080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1592191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0429080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12724183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01021271
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0819658
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01924581
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021961024
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019216785
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021961024
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0901296
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0901296
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0901296
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0917745
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016449
IRS990PF/DistributableAmountGrp/TotalTaxAmt016449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt06100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024880
IRS990PF/FMVAssetsEOYAmt022134730
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02701
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt047
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0751956
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0751956
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0751956
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0177730
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0300626
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0300626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03390604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03371276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03371276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011823796
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014228863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014228863
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt036283
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0701440
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0665157
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0665157
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0665157
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt019216785
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt021961024
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06004
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04953
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04953
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02975026
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02742117
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02742117
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0310443
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0173659
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0491612
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt069782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt069782
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt019529929
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022134730
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022134730
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0313144
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0173706
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt019529929
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022134730
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt019216785
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021961024
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018634418

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