Civic Intelligence

William Sparling Trust

990PF • Fiscal year 2014 • EIN 38-2437047

May 01, 2013 to Apr 30, 2014 • Filed on Aug 25, 2014

13725 Starr Commonwealth RoadAlbion, MI 49224

(517) 630-2446

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-135%

Higher net margin than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

14800%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$25,608

Down $604 (-2.3%) from 2013

Net Assets

Down

$25,608

Down $604 (-2.3%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue

Up

$447

Up $444 (+14800%) from 2013

Expenses

Up

$1,051

Up $31 (+3.0%) from 2013

Net Income

Up

-$604

Up $413 (+41%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $37,509Liabilities 2010: $0Net Assets 2010: $37,5092010Assets 2011: $31,941Liabilities 2011: $0Net Assets 2011: $31,9412011Assets 2012: $27,229Liabilities 2012: $0Net Assets 2012: $27,2292012Assets 2013: $26,212Liabilities 2013: $1Net Assets 2013: $26,2122013Assets 2014: $25,608Liabilities 2014: $1Net Assets 2014: $25,6082014Assets 2015: $25,547Liabilities 2015: $1Net Assets 2015: $25,5472015Assets 2016: $25,017Liabilities 2016: $1Net Assets 2016: $25,0172016Assets 2017: $25,739Liabilities 2017: $0Net Assets 2017: $25,7392017Assets 2018: $26,618Liabilities 2018: $0Net Assets 2018: $26,6182018Assets 2019: $27,857Liabilities 2019: $0Net Assets 2019: $27,8572019Assets 2020: $28,776Liabilities 2020: $1Net Assets 2020: $28,7762020Assets 2021: $29,427Liabilities 2021: $1Net Assets 2021: $29,4272021Assets 2022: $29,192Liabilities 2022: $1Net Assets 2022: $29,1922022Assets 2023: $29,215Liabilities 2023: $1Net Assets 2023: $29,2152023Assets 2024: $29,382Liabilities 2024: $1Net Assets 2024: $29,3822024Assets 2025: $29,985Liabilities 2025: $0Net Assets 2025: $29,9852025

Highlighted filing

2014

Assets$25,608
Liabilities$1
Net Assets$25,608

Operations Trend

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

$6.0K$4.0K$2.0K$0-$2.0KExpenses 2010: $5,6592010Expenses 2011: $5,7722011Expenses 2012: $4,7162012Revenue 2013: $3Expenses 2013: $1,020Net Income 2013: -$1,0172013Revenue 2014: $447Expenses 2014: $1,051Net Income 2014: -$6042014Revenue 2015: $1,037Expenses 2015: $1,098Net Income 2015: -$612015Revenue 2016: $1,319Expenses 2016: $1,849Net Income 2016: -$5302016Revenue 2017: $1,137Expenses 2017: $415Net Income 2017: $7222017Revenue 2018: $1,220Expenses 2018: $341Net Income 2018: $8792018Revenue 2019: $1,657Expenses 2019: $418Net Income 2019: $1,2392019Revenue 2020: $1,678Expenses 2020: $759Net Income 2020: $9192020Revenue 2021: $2,092Expenses 2021: $1,441Net Income 2021: $6512021Revenue 2022: $2,154Expenses 2022: $2,389Net Income 2022: -$2352022Revenue 2023: $2,041Expenses 2023: $2,018Net Income 2023: $232023Revenue 2024: $1,467Expenses 2024: $1,300Net Income 2024: $1672024Revenue 2025: $1,824Expenses 2025: $1,221Net Income 2025: $6032025

Highlighted filing

2014

Revenue$447
Expenses$1,051
Net Income-$604
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Aug 25, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

EIN
38-2437047
Phone
5176302446

Signing Officer

Name
Chris Smith
Title
Trustee
Phone
5176302446
Signed
2014-08-25
Discuss with paid preparer
Yes

Preparer

Preparer
Doris J Kunkle
Phone
2693538000
Raw XML Appendix228 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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CompensationExplanation/CompensationExplanationGrp/BusinessName/BusinessNameLine10STARR COMMONWEALTH
CompensationExplanation/CompensationExplanationGrp/BusinessName/BusinessNameLine20NA TRUSTEE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGAURD STARR FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0305
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01325
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01
IRS990PF/FMVAssetsEOYAmt026247
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0167058
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-141450
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt026212
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt026212
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016785
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010131
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0404
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01326
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026512
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026916
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10STARR COMMONWEALTH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1013725 STARR COMMONWEALTH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0ALBION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode049224
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0782
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.159610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.029784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.154256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.138121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.097557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.378334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt026512
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt028712
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt037947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt058258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.798052
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0676
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0676
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0676
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0ALBION
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode049224
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10STARR COMMONWEALTH
IRS990PF/StatementsRegardingActyGrp/PhoneNum05176302446
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0676
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PAYMENTS FOR VISION CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10STARR COMMONWEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1013725 STARR COMMONWEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ALBION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode049224
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0676
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/AppliedToCurrentYearAmt0676
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0649
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01805
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018877
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02993
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03091
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01805
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0676
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026766
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027415
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05176302446
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM F SPARLING TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O STARR COMMONWEALTH
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0382437047
ReturnHeader/Filer/PhoneNum05176302446
ReturnHeader/Filer/USAddress/AddressLine1013725 STARR COMMONWEALTH ROAD
ReturnHeader/Filer/USAddress/City0ALBION
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049224
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382771156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FISHER SPIEGEL KUNKLE & GERBERPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10350 EAST MICHIGAN AVENUE STE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0490073856
ReturnHeader/PreparerPersonGrp/PhoneNum02693538000
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORIS J KUNKLE
ReturnHeader/ReturnTs02014-09-05T12:45:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$1.82$1.22$0.60
2024Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$1.47$1.30$0.17
2023Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$2.04$2.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$2.15$2.39$0.24
2021Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$2.09$1.44$0.65
2020Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$1.68$0.76$0.92
2019Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$1.66$0.42$1.24
2018Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.22$0.34$0.88
2017Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$1.14$0.42$0.72
2016Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$1.32$1.85$0.53
2015Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$1.04$1.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$0.45$1.05$0.60
2013Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$0.00$1.02$1.02
2012Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$4.72
2011Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$5.77
2010Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$5.66