Civic Intelligence

Baldwin Public Library Trust

990 • Fiscal year 2019 • EIN 38-2404964

Jul 01, 2018 to Jun 30, 2019 • Filed on May 04, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

63rd percentile

7.9%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,764,272

Up $129,884 (+7.9%) from 2018

Net Assets

Up

$1,764,272

Up $129,884 (+7.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$317,206

Up $62,668 (+25%) from 2018

Expenses

Up

$145,675

Up $15,294 (+12%) from 2018

Net Income

Up

$171,531

Up $47,374 (+38%) from 2018

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

2019

Assets$1,764,272
Liabilities$0
Net Assets$1,764,272

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

2019

Revenue$317,206
Expenses$145,675
Net Income$171,531
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 4, 2020
Return Version
2018v3.1
Gross Receipts
$550,848
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$1,360,115$1,490,208▲ $130,093
Investments in Publicly Traded Securities$274,273$274,064▼ $209
Total Assets$1,634,388$1,764,272▲ $129,884
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,345,155$1,477,799▲ $132,644
Unrestricted Net Assets$289,233$286,473▼ $2,760
Total Net Assets Fund Balance$1,634,388$1,764,272▲ $129,884
Total Liabilities and Net Assets / Fund Balance$1,634,388$1,764,272▲ $129,884
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert TeraPresident & Trustee
Ashley AidenbaumVice President & Trustee
Melissa MarkSecretary & Trustee
David UnderdownTrustee
Frank PisanoTrustee
James SuhayTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$223,053
Program Service Revenue
$0
Investment Income
$97,327
Other Revenue
$-3,174
All Other Contributions
$195,937
Change in Net Assets
$171,531

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$41,047Fair Market Value (FMV)
Other Non Cash Contri Table15$11,409Fair Market Value (FMV)
Total Noncash Contributions18$52,456-

Audited Revenue Reconciliation

Revenue per Audited Statements
$317,206
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-41,647
Total Revenue per Audited Statements
$275,559
Total Revenue per Form 990
$317,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,675
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$34,828$51,395-$34,828
Office Expenses-$4,958-$4,958
Conferences and Meetings-$4,678-$4,678
Fees for Services Accounting-$3,025-$3,025
Insurance-$982-$982
Total Functional Expenses$80,637$65,038$0$145,675

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$145,675
Total Expenses per Audited Statements$145,675
Total Expenses per Form 990$145,675
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,918
Fundraising Gross Income$18,744
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2018 Novel Wine Tasting Fundraiser$45,860$18,744$2,659$16,085
Total Events$45,860$18,744$21,918$-3,174
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 11B

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
President
Phone
2486477339
Signed
2020-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Tera
Formed
1981
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Plante & Moran Pllc
Address
PO BOX 307, SOUTHFIELD, MI 48037
Preparer
Tina M Peters
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.

Raw XML AppendixShowing 400 of 434 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0145675
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-41647
IRS990ScheduleD/RevenueNotReportedAmt0-41647
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0317206
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0145675
IRS990ScheduleD/TotalRevenuePerForm990Amt0317206
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0275559
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0145675
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027116
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027116
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021918
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01467
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01467
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02018 NOVEL WINE TASTING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06383
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018744
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3174
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt011409
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt011409
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02659
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt015
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0DONATED AUCTION ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt011409
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt041047
IRS990ScheduleM/ThirdPartiesUsedInd00
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 11B
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/GiftGrntOrCapContriToOthOrgInd00
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/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01634388
IRS990/TotalAssetsEOYAmt01764272
IRS990/TotalAssetsGrp/BOYAmt01634388
IRS990/TotalAssetsGrp/EOYAmt01764272
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0223053
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065038
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080637
IRS990/TotalFunctionalExpensesGrp/TotalAmt0145675
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01634388
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01764272
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt011080
IRS990/TotalProgramServiceExpensesAmt080637
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt094153
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0317206
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01634388
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01764272
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0289233
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0286473
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/BuildTS02020-09-23 17:36:50Z

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
2019Detailed filing. Detailed filing data is available for this year.$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