Civic Intelligence

David and Lois Stulberg Foundation

990PF • Fiscal year 2015 • EIN 38-2575785

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 08, 2016

Organization Profile
29260 Franklin Rd Apt 404Southfield, MI 48034-1157

(248) 334-5353

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

16th percentile

-29%

Higher net margin than 16% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,196,198

Down $25,525 (-0.8%) from 2014

Net Assets

Down

$3,196,198

Down $25,525 (-0.8%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin16th percentile

Revenue

Down

$87,448

Down $236,062 (-73%) from 2014

Expenses

Down

$112,973

Down $119,440 (-51%) from 2014

Net Income

Down

-$25,525

Down $116,622 (-128%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,040,471Liabilities 2011: $2,673Net Assets 2011: $3,037,7982011Assets 2012: $2,949,787Liabilities 2012: $0Net Assets 2012: $2,949,7872012Assets 2013: $3,131,926Liabilities 2013: $1,300Net Assets 2013: $3,130,6262013Assets 2014: $3,221,723Liabilities 2014: $1Net Assets 2014: $3,221,7232014Assets 2015: $3,196,198Liabilities 2015: $1Net Assets 2015: $3,196,1982015Assets 2016: $3,156,531Liabilities 2016: $0Net Assets 2016: $3,156,5312016Assets 2017: $3,191,542Liabilities 2017: $0Net Assets 2017: $3,191,5422017Assets 2018: $3,202,866Liabilities 2018: $0Net Assets 2018: $3,202,8662018Assets 2019: $3,127,178Liabilities 2019: $1Net Assets 2019: $3,127,1782019Assets 2020: $3,069,245Liabilities 2020: $1Net Assets 2020: $3,069,2452020Assets 2021: $3,158,060Liabilities 2021: $1Net Assets 2021: $3,158,0602021Assets 2022: $3,003,077Liabilities 2022: $1Net Assets 2022: $3,003,0772022Assets 2023: $2,530,116Liabilities 2023: $1Net Assets 2023: $2,530,1162023Assets 2024: $2,318,268Liabilities 2024: $0Net Assets 2024: $2,318,2682024

Highlighted filing

2015

Assets$3,196,198
Liabilities$1
Net Assets$3,196,198
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $122,5222011Expenses 2012: $318,6412012Revenue 2013: $205,740Expenses 2013: $24,901Net Income 2013: $180,8392013Revenue 2014: $323,510Expenses 2014: $232,413Net Income 2014: $91,0972014Revenue 2015: $87,448Expenses 2015: $112,973Net Income 2015: -$25,5252015Revenue 2016: $175,488Expenses 2016: $215,155Net Income 2016: -$39,6672016Revenue 2017: $231,110Expenses 2017: $196,099Net Income 2017: $35,0112017Revenue 2018: $223,580Expenses 2018: $212,256Net Income 2018: $11,3242018Revenue 2019: $144,495Expenses 2019: $220,183Net Income 2019: -$75,6882019Revenue 2020: $406,370Expenses 2020: $464,303Net Income 2020: -$57,9332020Revenue 2021: $462,996Expenses 2021: $374,181Net Income 2021: $88,8152021Revenue 2022: $318,528Expenses 2022: $473,511Net Income 2022: -$154,9832022Revenue 2023: $123,591Expenses 2023: $596,552Net Income 2023: -$472,9612023Revenue 2024: $84,589Expenses 2024: $296,437Net Income 2024: -$211,8482024

Highlighted filing

2015

Revenue$87,448
Expenses$112,973
Net Income-$25,525
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS STULBERGPresident-Tr-$0--
ROBERT M STULBERGSecretary-$0--
SUSAN ROSENSTEINTrustee-$0--
ROBERT APPELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Lois Stulberg Foundation
EIN
38-2575785
Phone
2483345353
Address
29260 FRANKLIN RD APT 404, SOUTHFIELD, MI 48034-1157

Signing Officer

Name
Lois Stulberg
Title
President-treasurer
Phone
9413831950
Signed
2016-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Pagac & Company Pc
Address
1750 S TELEGRAPH RD STE 203, BLOOMFIELD HILLS, MI 48302
Preparer
Michael J Mihelich
Phone
2483380770
Raw XML Appendix324 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.

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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAGAC COMPANY PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01750 S TELEGRAPH STE 203
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0BLOOMFIELD HILLS MI 48302
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLOOMFIELD HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02483380770
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE WRITTEN AND STATE PURPOSE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LOIS STULBERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02483345353
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0655 LONGBOAT CLUB RD APT 16A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LONGBOAT KEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034228
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LOIS STULBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GULF COAST COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0601 TAMIAMI TRAIL SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VENICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034285
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0100000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0173409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt073409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0148041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt073409
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0103049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt074632
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0103049
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0176458
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATIVE COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 ENERGY TRANSFER
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORD GAIN - SALE OF ENERGY K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc2K-1 ENERGY TRANSFER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt043
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt114605
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt043
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt114605
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-141
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02718
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH CONSULTANT FEES
TaxesSchedule/TaxesDetail/Amt01016
TaxesSchedule/TaxesDetail/Amt12293
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS STULBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413831950
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND LOIS STULBERG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0382575785
ReturnHeader/Filer/PhoneNum02483345353
ReturnHeader/Filer/USAddress/AddressLine1Txt029260 FRANKLIN RD APT 404
ReturnHeader/Filer/USAddress/CityNm0SOUTHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480341157
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382602358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAGAC & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01750 S TELEGRAPH RD STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048302
ReturnHeader/PreparerPersonGrp/PhoneNum02483380770
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J MIHELICH
ReturnHeader/ReturnTs02016-09-09T15:56:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,196,198
Liabilities
$1
Net assets
$3,196,198
Revenue
$87,448
Expenses
$112,973
Net income
-$25,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.08$0.30$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.12$0.60$0.47
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.32$0.47$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.46$0.37$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.41$0.46$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.14$0.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.22$0.21$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.23$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.18$0.22$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.09$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.32$0.23$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.21$0.02$0.18
2012Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.32
2011Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.12