Civic Intelligence

Duffy Foundation

990PF • Fiscal year 2023 • EIN 38-2908719

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
101 N Main Street 7th FloorAnn Arbor, MI 48104

(734) 663-2445

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

10th percentile

-65%

Higher net margin than 10% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$30,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

3rd percentile

-20%

Faster asset growth than 3% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-17%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,048,474

Down $3,060,087 (-20%) from 2022

Net Assets

Down

$12,048,474

Down $3,060,087 (-20%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Down

$4,688,313

Down $930,649 (-17%) from 2022

Expenses

Down

$7,748,400

Down $1,269,348 (-14%) from 2022

Net Income

Up

-$3,060,087

Up $338,699 (+10.0%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$30M$20M$10M$0Assets 2010: $28,478,470Liabilities 2010: $0Net Assets 2010: $28,478,4702010Assets 2011: $26,604,562Liabilities 2011: $0Net Assets 2011: $26,604,5622011Assets 2012: $24,348,484Liabilities 2012: $12012Assets 2013: $23,237,880Liabilities 2013: $1Net Assets 2013: $23,237,8802013Assets 2014: $22,403,646Liabilities 2014: $1Net Assets 2014: $22,403,6462014Assets 2015: $22,362,324Liabilities 2015: $1Net Assets 2015: $22,362,3242015Assets 2016: $20,724,257Liabilities 2016: $0Net Assets 2016: $20,724,2572016Assets 2017: $20,579,936Liabilities 2017: $0Net Assets 2017: $20,579,9362017Assets 2018: $21,005,580Liabilities 2018: $0Net Assets 2018: $21,005,5802018Assets 2019: $20,354,090Liabilities 2019: $1Net Assets 2019: $20,354,0902019Assets 2020: $17,467,065Liabilities 2020: $1Net Assets 2020: $17,467,0652020Assets 2021: $18,507,347Liabilities 2021: $1Net Assets 2021: $18,507,3472021Assets 2022: $15,108,561Liabilities 2022: $1Net Assets 2022: $15,108,5612022Assets 2023: $12,048,474Liabilities 2023: $1Net Assets 2023: $12,048,4742023Assets 2024: $7,398,513Liabilities 2024: $0Net Assets 2024: $7,398,5132024

Highlighted filing

2023

Assets$12,048,474
Liabilities$1
Net Assets$12,048,474
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

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

$20M$10M$0-$10MExpenses 2010: $2,563,6452010Expenses 2011: $3,007,0282011Revenue 2012: $900,590Expenses 2012: $3,156,668Net Income 2012: -$2,256,0782012Revenue 2013: $1,807,872Expenses 2013: $2,918,476Net Income 2013: -$1,110,6042013Revenue 2014: $2,272,023Expenses 2014: $3,106,257Net Income 2014: -$834,2342014Revenue 2015: $3,423,360Expenses 2015: $3,464,682Net Income 2015: -$41,3222015Revenue 2016: $3,117,581Expenses 2016: $4,755,648Net Income 2016: -$1,638,0672016Revenue 2017: $4,746,529Expenses 2017: $4,890,850Net Income 2017: -$144,3212017Revenue 2018: $5,441,238Expenses 2018: $5,015,594Net Income 2018: $425,6442018Revenue 2019: $4,691,815Expenses 2019: $5,343,305Net Income 2019: -$651,4902019Revenue 2020: $3,341,029Expenses 2020: $6,228,054Net Income 2020: -$2,887,0252020Revenue 2021: $7,446,512Expenses 2021: $6,406,230Net Income 2021: $1,040,2822021Revenue 2022: $5,618,962Expenses 2022: $9,017,748Net Income 2022: -$3,398,7862022Revenue 2023: $4,688,313Expenses 2023: $7,748,400Net Income 2023: -$3,060,0872023Revenue 2024: $13,739,879Expenses 2024: $18,389,840Net Income 2024: -$4,649,9612024

Highlighted filing

2023

Revenue$4,688,313
Expenses$7,748,400
Net Income-$3,060,087
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK SERRSecretaryPT$30,000-$30,000
ANDREA HOLMESPresident/Treasurer/DirectPT$0--
KATHRYN HOLMESVice President/Director-$0--
CHRISTINE HOLMESVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Duffy Foundation
EIN
38-2908719
Phone
7346632445
Address
101 N MAIN STREET 7TH FLOOR, ANN ARBOR, MI 48104

Signing Officer

Name
Erik H Serr
Title
Secretary
Phone
7346632445
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Deangelis Tax & Accounting LLC
Address
246 RIVIERA DRIVE, BROOKLYN, MI 49230
Preparer
Stacey L Deangelis
Phone
2488545420
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07748400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04688313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04688313
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt047427
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047859
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0167286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0262778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13569376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-61611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13562952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2490537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-61611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13562952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2490537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0201167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17132328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2490537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0THRU WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1THRU WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03991878
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3060087
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012048474
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015108561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012048474
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02040240
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02040240
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02040240
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02104742
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt064502
IRS990PF/DistributableAmountGrp/TotalTaxAmt064502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt079929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt064502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt064502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt064502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt079929
IRS990PF/FMVAssetsEOYAmt040263733
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt039
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt039
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt039
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014895415
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011910178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt040125437
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt015108561
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt012048474
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0213107
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0138257
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0138257
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015108561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012048474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt040263733
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015108561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012048474
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015108561
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012048474
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt042735870
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0745737
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt041990133
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0641038
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02104742
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042094832
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt042735870
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt330000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREA HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHRYN HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTINE HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ERIK SERR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER/DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0101 N MAIN ST 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1101 N MAIN ST 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 N MAIN ST 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3101 N MAIN ST 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ANN ARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ANN ARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ANN ARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ANN ARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd248104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd348104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt07628541
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt07628541
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ERIK H SERR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 N MAIN STREET 7TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ANN ARBOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07346632445

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,048,474
Liabilities
$1
Net assets
$12,048,474
Revenue
$4,688,313
Expenses
$7,748,400
Net income
-$3,060,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$13.7$18.4$4.65
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$4.69$7.75$3.06
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$5.62$9.02$3.40
2021Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$7.45$6.41$1.04
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$3.34$6.23$2.89
2019Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$4.69$5.34$0.65
2018Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$5.44$5.02$0.43
2017Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$4.75$4.89$0.14
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$3.12$4.76$1.64
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$3.42$3.46$0.04
2014Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$2.27$3.11$0.83
2013Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$1.81$2.92$1.11
2012Summary only. Only limited summary data is available for this year.$24.3$0.00$0.90$3.16$2.26
2011Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$3.01
2010Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.56