Civic Intelligence

Suzanne D Parish Foundation

990PF • Fiscal year 2023 • EIN 38-2484268

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

11th percentile

-48%

Higher net margin than 11% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

19th percentile

-3.0%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

186%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$27,873,516

Down $876,306 (-3.0%) from 2022

Net Assets

Down

$27,873,237

Down $876,306 (-3.0%) from 2022

Liabilities

Flat

$279

Flat from 2022

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin11th percentile

Revenue

Up

$1,807,541

Up $1,175,227 (+186%) from 2022

Expenses

Down

$2,683,847

Down $418,517 (-13%) from 2022

Net Income

Up

-$876,306

Up $1,593,744 (+65%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2023

Assets$27,873,516
Liabilities$279
Net Assets$27,873,237
Open 2023 Filing

Operations Trend

Revenue Growth95th 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

2023

Revenue$1,807,541
Expenses$2,683,847
Net Income-$876,306
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
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
2024-05-09
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/BookValueAmt01129359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11716311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26562144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3986408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4704557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51332730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61397000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7438826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81226622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DELAWARE EMERGING MARKETS R6
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 I
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/EOYFMVAmt01328555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11852597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214522340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31795101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41168775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51188409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61410316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7426852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81457303
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/ExclusionAmt0817472
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0983270
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt06799
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01807541
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01807541
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05055
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05055
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010110
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0983270
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02454250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02454250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0817472
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0817472
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-876306
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04881729
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0983270
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01608401
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06133
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt019269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0173426
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0192695
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt020642
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02484707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0199140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02683847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01807541
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01807541
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt030457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0199140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0229597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01345105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12553354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1986689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1986689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01332225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13540043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29461
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/CapitalGainNetIncomeAmt0983270
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-876306
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027873237
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028749543
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027873237
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01852906
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01852906
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01852906
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01875263
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt022357
IRS990PF/DistributableAmountGrp/TotalTaxAmt022357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt022357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt022357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt022357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt09398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013326
IRS990PF/FMVAssetsEOYAmt039622218
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0279
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0279
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt022359
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt09747
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt022359
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt022359
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt028749543
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt027873237
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03832184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05195224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05155663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02153462
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02256145
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04590200
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016900004
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015493957
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt025150248
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0891243
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0296312
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0296312
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028749822
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027873516
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt039622218
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028749822
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027873516
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028749543
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027873237
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04924183
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04570519
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04368436
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt038076407
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0879888
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt037157519
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0571146
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt039000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01875263
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt037505261
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt038076407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0GREENLEAF TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0192695
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

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,873,516
Liabilities
$279
Net assets
$27,873,237
Revenue
$1,807,541
Expenses
$2,683,847
Net income
-$876,306
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
2023Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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