Civic Intelligence

Good Fellow Trusts

990EZ • Fiscal year 2025 • EIN 38-2487323

Jan 01, 2025 to Dec 31, 2025

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

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

48th percentile

2.4%

Higher net margin than 48% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-5.5%

Faster revenue growth than 39% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$49,330

Up $4,304 (+9.6%) from 2024

Net Assets

Up

$49,330

Up $4,304 (+9.6%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$34,869

Down $2,031 (-5.5%) from 2024

Expenses

Down

$34,040

Down $2,504 (-6.9%) from 2024

Net Income

Up

$829

Up $473 (+133%) from 2024

Historical Trend

Balance Sheet Trend

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: $45,0262024Assets 2025: $49,330Liabilities 2025: $0Net Assets 2025: $49,3302025

Highlighted filing

2025

Assets$49,330
Liabilities$0
Net Assets$49,330

Operations Trend

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: $3562024Revenue 2025: $34,869Expenses 2025: $34,040Net Income 2025: $8292025

Highlighted filing

2025

Revenue$34,869
Expenses$34,040
Net Income$829
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 9, 2026
Return Version
2025v4.1
Gross Receipts
$34,869
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.

Program Services

DescriptionGrantsExpenses
Distributed gift cards to families in need within our community.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David HolgateDirector-$0--
Jennifer MannDirector-$0--
Filing and Contact Details

Filer

Filer Name
Good Fellows Trust
EIN
38-2487323
In Care Of
% HERALD PALLADIUM
Phone
2194084006
Address
PO BOX 128, SAINT JOSEPH, MI 49085-0128

Signing Officer

Name
Jennifer Mann
Title
Director
Phone
2194084006
Signed
2026-04-09

Preparer

Firm
Hrb Tax Group Inc
Address
53 PINE LAKE AVE, LA PORTE, IN 46350
Preparer
Debbie King
Phone
2193265549
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 8

Description:DIVIDENDS Amount:125

Form 990EZ Part I Line 10

DONEES NAME:Myers Gift Cards GRANT AMOUNT:31690

Form 990EZ Part I Line 20

Description:ADDITIONAL VALUE IN GIFT CARDS Amount:3475

Form 990EZ Part II Line 24

Description:MYERS GIFT CARDS BOY Amount:4075 EOY Amount:7550

Raw XML Appendix149 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/PersonNm0HERALD 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/BOYAmt040951
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041780
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034744
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0829
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045026
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049330
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt034040
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt034869
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045026
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049330
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045026
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049330
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Holgate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Mann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04075
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07550
IRS990EZ/OtherChangesInNetAssetsAmt03475
IRS990EZ/OtherRevenueTotalAmt0125
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/DescriptionProgramSrvcAccomTxt0Distributed gift cards to families in need within our community.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034040
IRS990EZ/TotalRevenueAmt034869
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0197284
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0197284
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051542
IRS990ScheduleA/Total509Grp/TotalAmt0197284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051542
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197284
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/ExplanationTxt0Description:DIVIDENDS Amount:125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONEES NAME:Myers Gift Cards GRANT AMOUNT:31690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:ADDITIONAL VALUE IN GIFT CARDS Amount:3475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:MYERS GIFT CARDS BOY Amount:4075 EOY Amount:7550
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Mann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02194084006
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOOD FELLOWS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GOOD
ReturnHeader/Filer/EIN0382487323
ReturnHeader/Filer/InCareOfNm0% HERALD PALLADIUM
ReturnHeader/Filer/PhoneNum02194084006
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 128
ReturnHeader/Filer/USAddress/CityNm0SAINT JOSEPH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0490850128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 PINE LAKE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA PORTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046350
ReturnHeader/PreparerPersonGrp/PhoneNum02193265549
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie King
ReturnHeader/ReturnTs02026-04-14T16:22:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$34.9$34.0$0.83
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