Civic Intelligence

Suzanne D Parish Foundation

990PF • Fiscal year 2021 • EIN 38-2484268

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

Organization Profile
211 South Rose StreetKalamazoo, MI 49007

(269) 388-9800

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

74th percentile

35%

Higher net margin than 74% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

28th percentile

2.4%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$31,221,145

Up $744,804 (+2.4%) from 2020

Net Assets

Up

$31,219,593

Up $744,227 (+2.4%) from 2020

Liabilities

Up

$1,552

Up $577 (+59%) from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin74th percentile

Revenue

Down

$2,104,668

Down $1,570,661 (-43%) from 2020

Expenses

Down

$1,360,441

Down $549,879 (-29%) from 2020

Net Income

Down

$744,227

Down $1,020,782 (-58%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$40M$30M$20M$10M$0Assets 2010: $2,572,328Liabilities 2010: $0Net Assets 2010: $2,572,3282010Assets 2011: $2,783,746Liabilities 2011: $0Net Assets 2011: $2,783,7462011Assets 2012: $1,866,497Liabilities 2012: $0Net Assets 2012: $1,866,4972012Assets 2013: $1,160,667Liabilities 2013: $0Net Assets 2013: $1,160,6672013Assets 2014: $21,594,387Liabilities 2014: $0Net Assets 2014: $21,594,3872014Assets 2015: $22,520,490Liabilities 2015: $0Net Assets 2015: $22,520,4902015Assets 2016: $22,668,777Liabilities 2016: $0Net Assets 2016: $22,668,7772016Assets 2017: $23,705,431Liabilities 2017: $0Net Assets 2017: $23,705,4312017Assets 2018: $29,314,349Liabilities 2018: $220Net Assets 2018: $29,314,1292018Assets 2019: $28,710,056Liabilities 2019: $0Net Assets 2019: $28,710,0562019Assets 2020: $30,476,341Liabilities 2020: $975Net Assets 2020: $30,475,3662020Assets 2021: $31,221,145Liabilities 2021: $1,552Net Assets 2021: $31,219,5932021Assets 2022: $28,749,822Liabilities 2022: $279Net Assets 2022: $28,749,5432022Assets 2023: $27,873,516Liabilities 2023: $279Net Assets 2023: $27,873,2372023Assets 2024: $26,941,559Liabilities 2024: $279Net Assets 2024: $26,941,2802024

Highlighted filing

2021

Assets$31,221,145
Liabilities$1,552
Net Assets$31,219,593
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

$40M$20M$0-$20MExpenses 2010: $1,818,7522010Expenses 2011: $3,804,6592011Expenses 2012: $37,770,9422012Revenue 2013: $141,119Expenses 2013: $846,949Net Income 2013: -$705,8302013Revenue 2014: $20,844,963Expenses 2014: $411,243Net Income 2014: $20,433,7202014Revenue 2015: $2,148,129Expenses 2015: $1,222,026Net Income 2015: $926,1032015Revenue 2016: $1,131,899Expenses 2016: $983,612Net Income 2016: $148,2872016Revenue 2017: $1,902,280Expenses 2017: $865,626Net Income 2017: $1,036,6542017Revenue 2018: $6,303,783Expenses 2018: $695,085Net Income 2018: $5,608,6982018Revenue 2019: $1,018,671Expenses 2019: $1,622,744Net Income 2019: -$604,0732019Revenue 2020: $3,675,329Expenses 2020: $1,910,320Net Income 2020: $1,765,0092020Revenue 2021: $2,104,668Expenses 2021: $1,360,441Net Income 2021: $744,2272021Revenue 2022: $632,314Expenses 2022: $3,102,364Net Income 2022: -$2,470,0502022Revenue 2023: $1,807,541Expenses 2023: $2,683,847Net Income 2023: -$876,3062023Revenue 2024: $2,434,558Expenses 2024: $3,673,200Net Income 2024: -$1,238,6422024

Highlighted filing

2021

Revenue$2,104,668
Expenses$1,360,441
Net Income$744,227
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
P WILLIAM PARISHPresident-$0--
PRESTON L PARISHVice President-$0--
RONALD N KILGORESecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Suzanne Upjohn Delano Parish Foundation
EIN
38-2484268
Phone
2693889800
Address
211 SOUTH ROSE STREET, KALAMAZOO, MI 49007

Signing Officer

Name
Ronald N Kilgore
Title
Treasurer
Phone
2693889800
Signed
2022-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Jason J Durant CPA
Phone
2695674500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DELAWARE EMERGING MARKETS FUND INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES CORE MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES CORE S&P 500 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES CORE S&P MIDCAP 400 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES CORE S&P SMALLCAP 600 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MATTHEWS PACIFIC TIGER FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MFS EMERGING MARKETS DEBT FUND R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PEAR TREE POLARIS FOREIGN VALUE FUND R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9WCM FOCUSED INTERNATIONAL GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01660604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12063423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt217119171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31941929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41347782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51672240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6375710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71531851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8651776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91905037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10783982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0721247
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01383159
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0253
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02104659
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02104659
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05560
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05560
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011120
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02095035
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01077600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01077600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0721247
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0721247
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0744227
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04018590
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0253
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0253
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01383159
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02594407
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt021816
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0196341
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0218157
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt020210
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt052339
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01106184
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0222128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01360441
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02816535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02104668
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt028584
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0222128
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0282841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01923555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01742309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1352726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01742309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1352726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03665864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1352726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02095035
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0744227
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031219593
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030475366
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031219593
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02156127
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02156127
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02156127
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02192189
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt036062
IRS990PF/DistributableAmountGrp/TotalTaxAmt036062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020507
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt032652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt024000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020507
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt036062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt056652
IRS990PF/FMVAssetsEOYAmt046475614
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0975
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01552
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt026460
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0653
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt026460
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt026460
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt030475366
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt031219593
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03866519
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03576400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03642373
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03191682
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02415391
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05364576
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt017999820
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018959777
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt031053505
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02450537
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02151631
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02151631
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt030476341
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031221145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt046475614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0975
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01552
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt030476341
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031221145
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030475366
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt031219593
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02928130
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04052486
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04198069
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044511460
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02492386
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt041980074
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0667672
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt039000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02192189
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt043843788
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044511460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0GREENLEAF TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0218157
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0211 SOUTH ROSE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd049007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,221,145
Liabilities
$1,552
Net assets
$31,219,593
Revenue
$2,104,668
Expenses
$1,360,441
Net income
$744,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$2.43$3.67$1.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.00$27.9$1.81$2.68$0.88
2022Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$0.63$3.10$2.47
2021Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$2.10$1.36$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$0.00$30.5$3.68$1.91$1.77
2019Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$1.02$1.62$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$0.00$29.3$6.30$0.70$5.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$0.00$23.7$1.90$0.87$1.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.00$22.7$1.13$0.98$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.00$22.5$2.15$1.22$0.93
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.00$21.6$20.8$0.41$20.4
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.14$0.85$0.71
2012Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$37.8
2011Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$3.80
2010Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$1.82