Civic Intelligence

Siegfried Crandall PC Employee Benefit Plan and Trust

990EZ • Fiscal year 2018 • EIN 38-2453507

Nov 01, 2017 to Oct 31, 2018 • Filed on Mar 13, 2019

Organization ProfileN/A
246 East Kilgore RoadKalamazoo, MI 49002-5599

(269) 381-4970

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.00x

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Net Margin

46th percentile

-0.4%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

-1.9%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-25%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$6,761

Down $133 (-1.9%) from 2017

Net Assets

Down

$6,761

Down $133 (-1.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin46th percentile

Revenue

Down

$37,980

Down $12,330 (-25%) from 2017

Expenses

Down

$38,113

Down $9,918 (-21%) from 2017

Net Income

Down

-$133

Down $2,412 (-106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2010: $3,042Liabilities 2010: $0Net Assets 2010: $3,0422010Assets 2011: $4,153Liabilities 2011: $0Net Assets 2011: $4,1532011Assets 2012: $4,169Liabilities 2012: $0Net Assets 2012: $4,1692012Assets 2013: $1,867Liabilities 2013: $0Net Assets 2013: $1,8672013Assets 2014: $2,221Liabilities 2014: $0Net Assets 2014: $2,2212014Assets 2015: $5,531Liabilities 2015: $0Net Assets 2015: $5,5312015Assets 2016: $4,615Liabilities 2016: $0Net Assets 2016: $4,6152016Assets 2017: $6,894Liabilities 2017: $0Net Assets 2017: $6,8942017Assets 2018: $6,761Liabilities 2018: $0Net Assets 2018: $6,7612018Assets 2019: $7,888Liabilities 2019: $0Net Assets 2019: $7,8882019Assets 2020: $5,923Liabilities 2020: $0Net Assets 2020: $5,9232020Assets 2021: $6,945Liabilities 2021: $0Net Assets 2021: $6,9452021Assets 2022: $2,015Liabilities 2022: $0Net Assets 2022: $2,0152022Assets 2023: $2,287Liabilities 2023: $0Net Assets 2023: $2,2872023Assets 2024: $2,191Liabilities 2024: $0Net Assets 2024: $2,1912024

Highlighted filing

2018

Assets$6,761
Liabilities$0
Net Assets$6,761
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $34,348Expenses 2010: $34,998Net Income 2010: -$6502010Revenue 2011: $47,484Expenses 2011: $46,373Net Income 2011: $1,1112011Revenue 2012: $40,658Expenses 2012: $40,642Net Income 2012: $162012Revenue 2013: $37,162Expenses 2013: $39,464Net Income 2013: -$2,3022013Revenue 2014: $28,912Expenses 2014: $28,558Net Income 2014: $3542014Revenue 2015: $51,766Expenses 2015: $48,456Net Income 2015: $3,3102015Revenue 2016: $52,394Expenses 2016: $53,310Net Income 2016: -$9162016Revenue 2017: $50,310Expenses 2017: $48,031Net Income 2017: $2,2792017Revenue 2018: $37,980Expenses 2018: $38,113Net Income 2018: -$1332018Revenue 2019: $35,611Expenses 2019: $34,484Net Income 2019: $1,1272019Revenue 2020: $24,497Expenses 2020: $26,462Net Income 2020: -$1,9652020Revenue 2021: $31,111Expenses 2021: $30,089Net Income 2021: $1,0222021Revenue 2022: $16,918Expenses 2022: $21,848Net Income 2022: -$4,9302022Revenue 2023: $4,221Expenses 2023: $3,949Net Income 2023: $2722023Revenue 2024: $0Expenses 2024: $96Net Income 2024: -$962024

Highlighted filing

2018

Revenue$37,980
Expenses$38,113
Net Income-$133
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Mar 13, 2019
Return Version
2017v2.3
Gross Receipts
$37,980
Mission and Program Overview

Mission

To provide medical, dental, and daycare benefits to the employees of siegfried crandall p.c.

Program Services

DescriptionGrantsExpenses
MEDICAL AND DENTAL BENEFIT PROGRAM$0$22,853
FLEXABLE SPENDING ACCOUNT REIMBURSEMENTS$0$12,509
DAYCARE BENEFIT PROGRAM$0$2,711
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL G MISSADTrustee-$0--
DONALD K VOSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Siegfried Crandall Pc Employee
EIN
38-2453507
Phone
2693814970
Address
246 EAST KILGORE ROAD, KALAMAZOO, MI 49002-5599

Signing Officer

Name
Daniel G Missad
Title
Trustee
Phone
2693814970
Signed
2019-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Siegfried Crandall Pc
Address
246 EAST KILGORE ROAD, PORTAGE, MI 49002-5599
Preparer
Daniel G Missad
Phone
2693814970
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative fee. Amount: 40.”

Raw XML Appendix110 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt038073
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL G MISSAD
IRS990EZ/BooksInCareOfDetail/PhoneNum02693814970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0246 EAST KILGORE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0490025599
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06894
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-133
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06894
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06761
IRS990EZ/GrossReceiptsAmt037980
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06894
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06761
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06894
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL G MISSAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONALD K VOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE MEDICAL, DENTAL, AND DAYCARE BENEFITS TO THE EMPLOYEES OF SIEGFRIED CRANDALL P.C.
IRS990EZ/ProgramServiceRevenueAmt037980
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEDICAL AND DENTAL BENEFIT PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DAYCARE BENEFIT PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FLEXABLE SPENDING ACCOUNT REIMBURSEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022853
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12711
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212509
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt038113
IRS990EZ/TotalProgramServiceExpensesAmt038073
IRS990EZ/TotalRevenueAmt037980
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATIVE FEE. AMOUNT: 40.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL G MISSAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02693814970
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIEGFRIED CRANDALL PC EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT PLAN AND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SIEG
ReturnHeader/Filer/EIN0382453507
ReturnHeader/Filer/PhoneNum02693814970
ReturnHeader/Filer/USAddress/AddressLine1Txt0246 EAST KILGORE ROAD
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0490025599
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E71ADC3FC00222458D9BA07AE6CADD16371BD30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.86.68.124
ReturnHeader/FilingSecurityInformation/IPDt02019-03-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:36:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381947639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIEGFRIED CRANDALL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0246 EAST KILGORE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490025599
ReturnHeader/PreparerPersonGrp/PhoneNum02693814970
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL G MISSAD
ReturnHeader/ReturnTs02019-03-14T08:36:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,761
Liabilities
$0
Net assets
$6,761
Revenue
$37,980
Expenses
$38,113
Net income
-$133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.00$0.10$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$4.22$3.95$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$16.9$21.8$4.93
2021Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$31.1$30.1$1.02
2020Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$24.5$26.5$1.97
2019Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$35.6$34.5$1.13
2018Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$38.0$38.1$0.13
2017Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$50.3$48.0$2.28
2016Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$52.4$53.3$0.92
2015Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$51.8$48.5$3.31
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$28.9$28.6$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$37.2$39.5$2.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.00$4.17$40.7$40.6$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.00$4.15$47.5$46.4$1.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$34.3$35.0$0.65