Civic Intelligence

Suzanne D Parish Foundation

990PF • Fiscal year 2022 • EIN 38-2484268

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 27, 2023

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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

2nd percentile

-391%

Higher net margin than 2% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

25th percentile

-7.9%

Faster asset growth than 25% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-70%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$28,749,822

Down $2,471,323 (-7.9%) from 2021

Net Assets

Down

$28,749,543

Down $2,470,050 (-7.9%) from 2021

Liabilities

Down

$279

Down $1,273 (-82%) from 2021

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin2nd percentile

Revenue

Down

$632,314

Down $1,472,354 (-70%) from 2021

Expenses

Up

$3,102,364

Up $1,741,923 (+128%) from 2021

Net Income

Down

-$2,470,050

Down $3,214,277 (-432%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2022

Assets$28,749,822
Liabilities$279
Net Assets$28,749,543
Open 2022 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

2022

Revenue$632,314
Expenses$3,102,364
Net Income-$2,470,050
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 27, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
P WILLIAM PARISHPresident-$0--
PRESTON L PARISHVice President-$0--
BEVERLY J WHALEYSecretary/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
Beverly Whaley
Title
Treasurer
Phone
2693889800
Signed
2023-10-27
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/CategoryOrItemTxt4ISHARES CORE S&P SMALLCAP 600 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES MSCI EMERGING INDEX FUND MFC EEM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PEAR TREE POLARIS FOREIGN VALUE FUND R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8WCM FOCUSED INTERNATIONAL GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01224225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11887324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214174380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31653466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41078132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51334441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61329292
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7429183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81537503
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0729727
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-97413
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0632314
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0632314
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05958
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05958
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011915
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02836500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02836500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0729727
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0729727
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2470050
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04571070
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-97413
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0516583
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02294
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02311
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt020469
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0184225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0204694
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt022944
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt046944
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02865221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0213144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03102364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0729727
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0632314
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt028721
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0213144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0265864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0392094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14276389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-80564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-18297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-80564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-18297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0311530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14258092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SHORT-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-97413
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2470050
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028749543
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt031219593
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028749543
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01986776
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01986776
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01986776
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01993957
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07181
IRS990PF/DistributableAmountGrp/TotalTaxAmt07181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020507
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020507
IRS990PF/FMVAssetsEOYAmt038110081
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01552
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0279
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt09747
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt026460
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt09747
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt09747
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt031219593
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt028749543
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03576400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03832184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03695134
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02415391
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02153462
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04105659
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018959777
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016900004
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt024647946
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02151631
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0891243
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0891243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031221145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028749822
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt038110081
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01552
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031221145
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028749822
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt031219593
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt028749543
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04052486
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04924183
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04721353
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt040486440
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02358881
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt038088559
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0607297
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt039000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01993957
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt039879143
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt040486440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0GREENLEAF TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0204694
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0P WILLIAM PARISH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PRESTON L PARISH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BEVERLY J WHALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0211 SOUTH ROSE STREET

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,749,822
Liabilities
$279
Net assets
$28,749,543
Revenue
$632,314
Expenses
$3,102,364
Net income
-$2,470,050
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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