Civic Intelligence

Baldwin Public Library Trust

990 • Fiscal year 2016 • EIN 38-2404964

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2017

300 West MerrillBirmingham, MI 48009-1483

(248) 647-7339

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

52nd percentile

2.9%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

28th percentile

-3.2%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,367,499

Down $45,637 (-3.2%) from 2015

Net Assets

Down

$1,367,499

Down $45,637 (-3.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$109,975

Down $29,247 (-21%) from 2015

Expenses

Down

$106,817

Down $3,203 (-2.9%) from 2015

Net Income

Down

$3,158

Down $26,044 (-89%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $899,741Liabilities 2010: $0Net Assets 2010: $899,7412010Assets 2011: $1,009,031Liabilities 2011: $0Net Assets 2011: $1,009,0312011Assets 2012: $1,020,820Liabilities 2012: $0Net Assets 2012: $1,020,8202012Assets 2013: $1,220,759Liabilities 2013: $0Net Assets 2013: $1,220,7592013Assets 2014: $1,458,731Liabilities 2014: $0Net Assets 2014: $1,458,7312014Assets 2015: $1,413,136Liabilities 2015: $0Net Assets 2015: $1,413,1362015Assets 2016: $1,367,499Liabilities 2016: $0Net Assets 2016: $1,367,4992016Assets 2017: $1,509,694Liabilities 2017: $0Net Assets 2017: $1,509,6942017Assets 2018: $1,634,388Liabilities 2018: $0Net Assets 2018: $1,634,3882018Assets 2019: $1,764,272Liabilities 2019: $0Net Assets 2019: $1,764,2722019Assets 2020: $1,767,886Liabilities 2020: $0Net Assets 2020: $1,767,8862020Assets 2021: $2,518,576Liabilities 2021: $0Net Assets 2021: $2,518,5762021Assets 2022: $2,030,373Liabilities 2022: $0Net Assets 2022: $2,030,3732022Assets 2023: $2,119,494Liabilities 2023: $0Net Assets 2023: $2,119,4942023Assets 2024: $2,062,032Liabilities 2024: $0Net Assets 2024: $2,062,0322024

Highlighted filing

2016

Assets$1,367,499
Liabilities$0
Net Assets$1,367,499

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $52,8362010Expenses 2011: $97,9142011Expenses 2012: $102,8182012Revenue 2013: $105,269Expenses 2013: $133,568Net Income 2013: -$28,2992013Revenue 2014: $173,615Expenses 2014: $89,334Net Income 2014: $84,2812014Revenue 2015: $139,222Expenses 2015: $110,020Net Income 2015: $29,2022015Revenue 2016: $109,975Expenses 2016: $106,817Net Income 2016: $3,1582016Revenue 2017: $174,900Expenses 2017: $133,858Net Income 2017: $41,0422017Revenue 2018: $254,538Expenses 2018: $130,381Net Income 2018: $124,1572018Revenue 2019: $317,206Expenses 2019: $145,675Net Income 2019: $171,5312019Revenue 2020: $109,470Expenses 2020: $134,617Net Income 2020: -$25,1472020Revenue 2021: $544,263Expenses 2021: $154,726Net Income 2021: $389,5372021Revenue 2022: $234,940Expenses 2022: $199,970Net Income 2022: $34,9702022Revenue 2023: $181,248Expenses 2023: $127,412Net Income 2023: $53,8362023Revenue 2024: $204,132Expenses 2024: $421,006Net Income 2024: -$216,8742024

Highlighted filing

2016

Revenue$109,975
Expenses$106,817
Net Income$3,158
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 26, 2017
Return Version
2015v3.0
Gross Receipts
$164,121
Mission and Program Overview

Mission

Baldwin public library enriches birmingham and participating communities by providing opportunities and resources for individuals of all ages and backgrounds to learn, connect, and discover.

Financially assist operations of the city library

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,190,729$1,149,240▼ $41,489
Investments in Publicly Traded Securities$222,407$218,259▼ $4,148
Total Assets$1,413,136$1,367,499▼ $45,637
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,184,902$1,138,453▼ $46,449
Unrestricted Net Assets$228,234$229,046▲ $812
Total Net Assets Fund Balance$1,413,136$1,367,499▼ $45,637
Total Liabilities and Net Assets / Fund Balance$1,413,136$1,367,499▼ $45,637
Compensation and Service Providers

Board Members and Trustees

NameTitle
FRANK PisanoPresident & Trustee
JAMES SuhayVice President & Trustee
ROBERT TeraSecretary & Trustee
Ashley aidenbaumTrustee
David UnderdownTrustee
Sheila BriceTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$85,167
Program Service Revenue
$0
Investment Income
$24,394
Other Revenue
$414
All Other Contributions
$72,067
Change in Net Assets
$3,158

Audited Revenue Reconciliation

Revenue per Audited Statements
$109,975
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-36,562
Total Revenue per Audited Statements
$73,413
Total Revenue per Form 990
$109,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,817
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$32,873$26,003-$26,003
Office Expenses-$5,074-$5,074
Conferences and Meetings-$4,947-$4,947
Fees for Services Accounting-$2,750-$2,750
Insurance-$982-$982
Total Functional Expenses$67,061$39,756$0$106,817

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$119,050
Expenses per Audited Statements$106,817
Total Expenses per Form 990$106,817
Expenses Not Reported on Form 990$12,233
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,967
Fundraising Direct Expenses$21,553
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2015 Books & Bites at Baldwin Fundr$35,067$21,967$2,531$19,436
Total Events$35,067$21,967$21,553$414
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

The library board's finance committee reviews the form 990 before it is filed.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents, conflict of interest policy and financial statements available on its website and copies of policies are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Baldwin Public Library Trust
EIN
38-2404964
Phone
2486477339
Address
300 WEST MERRILL, BIRMINGHAM, MI 48009-1483

Signing Officer

Name
Robert Tera
Title
Secretary
Phone
2486477339
Signed
2017-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheila Brice
Formed
1981
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
PO BOX 307, SOUTHFIELD, MI 48037
Preparer
Timothy St Andrew
Phone
2483522500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There have been no changes from prior year to the oversight responsibilities of the audit committee.

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

Direct fundraising expenses netted with revenue 12,233.

Part XII, Line 2D - Other Adjustments:

Direct fundraising expenses netted with revenue 12,233.

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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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IRS990ScheduleD/RevenueNotReportedAmt0-36562
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0109975
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT FUNDRAISING EXPENSES NETTED WITH REVENUE 12,233.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES NETTED WITH REVENUE 12,233.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0106817
IRS990ScheduleD/TotalRevenuePerForm990Amt0109975
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt073413
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0119050
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013100
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt013100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021553
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04865
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04865
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02015 BOOKS & BITES AT BALDWIN FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04837
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035067
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035067
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021967
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021967
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0414
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt09320
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt09320
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02531
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02531
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LIBRARY BOARD'S FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE AND COPIES OF POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR TO THE OVERSIGHT RESPONSIBILITIES OF THE AUDIT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BALDWIN PUBLIC LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0386004664
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0300 WEST MERRILL STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd048009
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01413136
IRS990/TotalAssetsEOYAmt01367499
IRS990/TotalAssetsGrp/BOYAmt01413136
IRS990/TotalAssetsGrp/EOYAmt01367499
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt085167
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039756
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067061
IRS990/TotalFunctionalExpensesGrp/TotalAmt0106817
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01413136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01367499
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt08121
IRS990/TotalProgramServiceExpensesAmt067061
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024808
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0109975
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01413136
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01367499
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0228234
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0229046
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 WEST MERRILL
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd0480091483
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.BALDWINLIB.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT TERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02486477339
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALDWIN PUBLIC LIBRARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BALD
ReturnHeader/Filer/EIN0382404964
ReturnHeader/Filer/PhoneNum02486477339
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 WEST MERRILL
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480091483
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.20$0.42$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.18$0.13$0.05
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.03$0.00$2.03$0.23$0.20$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.54$0.15$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.11$0.13$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.32$0.15$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.25$0.13$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.17$0.13$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.11$0.11$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.14$0.11$0.03
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.46$0.00$1.46$0.17$0.09$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.11$0.13$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.05