Civic Intelligence

Good Fellow Trusts

990EZ • Fiscal year 2023 • EIN 38-2487323

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 16, 2024

Organization ProfileN/A
PO Box 128Saint Joseph, MI 49085-0128

(219) 408-4006

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-30%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-23%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$41,020

Down $12,213 (-23%) from 2022

Net Assets

Down

$42,375

Down $10,858 (-20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$36,008

Down $4,381 (-11%) from 2022

Expenses

Down

$46,866

Down $6,601 (-12%) from 2022

Net Income

Up

-$10,858

Up $2,220 (+17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$80K$60K$40K$20K$0Assets 2011: $52,142Liabilities 2011: $02011Assets 2012: $48,813Liabilities 2012: $02012Assets 2013: $46,616Liabilities 2013: $02013Assets 2014: $44,482Liabilities 2014: $02014Assets 2015: $48,019Liabilities 2015: $02015Assets 2016: $59,846Liabilities 2016: $02016Assets 2017: $63,264Liabilities 2017: $02017Assets 2018: $57,684Liabilities 2018: $02018Assets 2019: $55,712Liabilities 2019: $02019Assets 2020: $66,975Liabilities 2020: $02020Assets 2021: $66,311Liabilities 2021: $0Net Assets 2021: $66,3112021Assets 2022: $53,233Liabilities 2022: $0Net Assets 2022: $53,2332022Assets 2023: $41,020Liabilities 2023: $0Net Assets 2023: $42,3752023Assets 2024: $45,026Net Assets 2024: $45,0262024

Highlighted filing

2023

Assets$41,020
Liabilities$0
Net Assets$42,375
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $35,661Expenses 2011: $29,921Net Income 2011: $5,7402011Revenue 2012: $37,496Expenses 2012: $40,825Net Income 2012: -$3,3292012Revenue 2013: $37,420Expenses 2013: $39,616Net Income 2013: -$2,1962013Revenue 2014: $34,239Expenses 2014: $36,374Net Income 2014: -$2,1352014Revenue 2015: $34,394Expenses 2015: $30,856Net Income 2015: $3,5382015Revenue 2016: $36,916Expenses 2016: $25,090Net Income 2016: $11,8262016Revenue 2017: $45,217Expenses 2017: $41,798Net Income 2017: $3,4192017Revenue 2018: $37,515Expenses 2018: $43,095Net Income 2018: -$5,5802018Revenue 2019: $41,775Expenses 2019: $44,850Net Income 2019: -$3,0752019Revenue 2020: $42,480Expenses 2020: $31,600Net Income 2020: $10,8802020Revenue 2021: $51,542Expenses 2021: $53,400Net Income 2021: -$1,8582021Revenue 2022: $40,389Expenses 2022: $53,467Net Income 2022: -$13,0782022Revenue 2023: $36,008Expenses 2023: $46,866Net Income 2023: -$10,8582023Revenue 2024: $36,900Expenses 2024: $36,544Net Income 2024: $3562024

Highlighted filing

2023

Revenue$36,008
Expenses$46,866
Net Income-$10,858
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 16, 2024
Return Version
2023v5.0
Gross Receipts
$36,008
Mission and Program Overview

Mission

The Good Fellow Fund, established in 1920, benefits the less fortunate during the holiday season. Our Mission is to collect donations from our generous local community and distribute to those families in need within Berrien County.

The Good Fellow Fund, established in 1920, benefits the less fortunate during the holiday season. Our mission is to collect donations from our generous local community and distribute to those families in need within Berrien County

Program Services

DescriptionGrantsExpenses
WE DISTRIBUTED $33,400 IN GIFT CARDS TO NEED FAMLIES WITHIN OUR COMMUNITY--
CHECKS WRITTEN TO CHILDRENS ADVOCACY CENTER OF SW MICHIGAN--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HOLGATEDirector-$0--
JENNIFER MANNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Good Fellows Trust
EIN
38-2487323
Phone
2194084006
Address
PO BOX 128, SAINT JOSEPH, MI 49085-0128

Signing Officer

Name
Jennifer Mann
Title
Director
Phone
2194084006
Signed
2024-03-16
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Debbie King
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part I Line 10

“$35,564 gift cards dispersed”

Part I Line 10

“$7,600 DRUG AWARNESS”

Part I Line 16

“$2,577 PENALTY”

Part I Line 16

“$675 BANK SERVICE FEES”

Raw XML Appendix129 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HERALD PALLADIUM
IRS990EZ/BooksInCareOfDetail/PhoneNum02693698937
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03450 HOLLYWOOD RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Saint Joseph
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050633
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040595
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036008
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10858
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053233
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041020
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043614
IRS990EZ/GrossReceiptsAmt036008
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053233
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042375
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053233
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID HOLGATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02600
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0425
IRS990EZ/OtherExpensesTotalAmt03252
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Good Fellow Fund, established in 1920, benefits the less fortunate during the holiday season. Our mission is to collect donations from our generous local community and distribute to those families in need within Berrien County
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE DISTRIBUTED $33,400 IN GIFT CARDS TO NEED FAMLIES WITHIN OUR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHECKS WRITTEN TO CHILDRENS ADVOCACY CENTER OF SW MICHIGAN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046866
IRS990EZ/TotalRevenueAmt036008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0209983
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0209983
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041775
IRS990ScheduleA/Total509Grp/TotalAmt0209983
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041775
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0209983
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$35,564 GIFT CARDS DISPERSED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$7,600 DRUG AWARNESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$2,577 PENALTY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$675 BANK SERVICE FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART I LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02194084006
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOOD FELLOWS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GOOD
ReturnHeader/Filer/EIN0382487323
ReturnHeader/Filer/PhoneNum02194084006
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 128
ReturnHeader/Filer/USAddress/CityNm0SAINT JOSEPH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0490850128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie King
ReturnHeader/ReturnTs02024-03-16T15:39:17Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MANN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$41,020
Liabilities
$0
Net assets
$42,375
Revenue
$36,008
Expenses
$46,866
Net income
-$10,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.0$45.0$36.9$36.5$0.36
2023Detailed filing. Detailed filing data is available for this year.$41.0$0.00$42.4$36.0$46.9$10.9
2022Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$40.4$53.5$13.1
2021Detailed filing. Detailed filing data is available for this year.$66.3$0.00$66.3$51.5$53.4$1.86
2020Summary only. Only limited summary data is available for this year.$67.0$0.00$42.5$31.6$10.9
2019Summary only. Only limited summary data is available for this year.$55.7$0.00$41.8$44.9$3.08
2018Summary only. Only limited summary data is available for this year.$57.7$0.00$37.5$43.1$5.58
2017Summary only. Only limited summary data is available for this year.$63.3$0.00$45.2$41.8$3.42
2016Summary only. Only limited summary data is available for this year.$59.8$0.00$36.9$25.1$11.8
2015Summary only. Only limited summary data is available for this year.$48.0$0.00$34.4$30.9$3.54
2014Summary only. Only limited summary data is available for this year.$44.5$0.00$34.2$36.4$2.14
2013Summary only. Only limited summary data is available for this year.$46.6$0.00$37.4$39.6$2.20
2012Summary only. Only limited summary data is available for this year.$48.8$0.00$37.5$40.8$3.33
2011Summary only. Only limited summary data is available for this year.$52.1$0.00$35.7$29.9$5.74