Civic Intelligence

George V Budres and Anna Dean Budres Charitable Foundation

990PF • Fiscal year 2015 • EIN 38-2966979

Nov 01, 2014 to Oct 31, 2015 • Filed on May 16, 2016

250 Monroe Ave NW Ste 800Grand Rapids, MI 49503

(616) 831-1758

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

57th percentile

5.5%

Higher net margin than 57% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

50th percentile

0.4%

Faster asset growth than 50% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$678,937

Up $2,592 (+0.4%) from 2014

Net Assets

$678,937

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2014

Revenue

Up

$47,984

Up $7,624 (+19%) from 2014

Expenses

Down

$45,368

Down $1,860 (-3.9%) from 2014

Net Income

Up

$2,616

Up $9,484 (+138%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $648,548Liabilities 2011: $02011Assets 2012: $665,743Liabilities 2012: $02012Assets 2013: $683,213Liabilities 2013: $02013Assets 2014: $676,345Liabilities 2014: $02014Assets 2015: $678,937Liabilities 2015: $1Net Assets 2015: $678,9372015Assets 2016: $665,930Liabilities 2016: $0Net Assets 2016: $665,9302016Assets 2017: $695,344Liabilities 2017: $0Net Assets 2017: $695,3442017Assets 2018: $677,892Liabilities 2018: $0Net Assets 2018: $677,8922018Assets 2019: $694,945Liabilities 2019: $0Net Assets 2019: $694,9452019Assets 2020: $635,342Liabilities 2020: $0Net Assets 2020: $635,3422020Assets 2021: $614,697Liabilities 2021: $0Net Assets 2021: $614,6972021Assets 2022: $556,968Liabilities 2022: $0Net Assets 2022: $556,9682022Assets 2023: $525,835Liabilities 2023: $0Net Assets 2023: $525,8352023Assets 2024: $504,078Liabilities 2024: $0Net Assets 2024: $504,0782024

Highlighted filing

2015

Assets$678,937
Liabilities$1
Net Assets$678,937

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $30,395Expenses 2011: $40,099Net Income 2011: -$9,7042011Revenue 2012: $51,822Expenses 2012: $34,153Net Income 2012: $17,6692012Revenue 2013: $54,782Expenses 2013: $37,312Net Income 2013: $17,4702013Revenue 2014: $40,360Expenses 2014: $47,228Net Income 2014: -$6,8682014Revenue 2015: $47,984Expenses 2015: $45,368Net Income 2015: $2,6162015Revenue 2016: $46,286Expenses 2016: $59,521Net Income 2016: -$13,2352016Revenue 2017: $91,626Expenses 2017: $62,545Net Income 2017: $29,0812017Revenue 2018: $40,999Expenses 2018: $58,151Net Income 2018: -$17,1522018Revenue 2019: $72,890Expenses 2019: $55,873Net Income 2019: $17,0172019Revenue 2020: $27,208Expenses 2020: $87,172Net Income 2020: -$59,9642020Revenue 2021: $47,199Expenses 2021: $67,754Net Income 2021: -$20,5552021Revenue 2022: $19,006Expenses 2022: $77,094Net Income 2022: -$58,0882022Revenue 2023: $12,945Expenses 2023: $43,954Net Income 2023: -$31,0092023Revenue 2024: $22,276Expenses 2024: $43,897Net Income 2024: -$21,6212024

Highlighted filing

2015

Revenue$47,984
Expenses$45,368
Net Income$2,616
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE LYNN BUDRES-ENGLEPresident-$0--
MICHAEL J TAYLORSecretary-$0--
HAROLD C SCHMIDTVice Preside-$0--
RONALD P WHITETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Budres Foundation
EIN
38-2966979
Phone
6168311758
Address
250 MONROE AVE NW STE 800, GRAND RAPIDS, MI 49503

Signing Officer

Name
Diane Lynn Budres-engle
Title
President
Phone
6168311758
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Baker Holtz Pc
Address
161 OTTAWA AVE NW STE 200, GRAND RAPIDS, MI 49503-2794
Preparer
Lori J Baker
Phone
6164581835
Raw XML Appendix399 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EATON VANCE PARA COMM ST FD INST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RIDGEWORTH SEIX FLOATING-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BANK OF NOVA SCOTIA
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LAUDUS MONDRIAN INTL GOVT FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LAUDUS MONDRIAN INTL GOVT FIXED INC
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0676345
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0763053
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DIANE LYNN BUDRES-ENGLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL J TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HAROLD C SCHMIDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RONALD P WHITE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt214832 CROSS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3333 BRIDGE ST NW
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SPRING LAKE
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt041298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt030314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt028615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt034575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt031719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.038506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0775667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0809737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0782961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0743125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0764709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0715996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.217739
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038579
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038995
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0416
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038995
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME THAT CONTRIBUTED TO THE INCREASE IN FUNDS AVAILABLE FOR THE FOUNDATION'S EXEMPT FUNCTION OF PROVIDING SUPPORT FOR THE FORESTRY AND WATER PURIFICATION
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME THAT CONTRIBUTED TO THE INCREASE OF FUNDS AVAILABLE FOR THE FOUNDATION'S EXEMPT FUNCTION OF PROVIDING SUPPORT FOR THE FORESTRY AND WATER PURIFICATION
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVESTMENT INCOME THAT CONTRIBUTED TO THE INCREASE OF FUNDS AVAILABLE FOR THE FOUNDATION'S EXEMPT FUNCTION OF PROVIDING SUPPORT FOR THE FORESTRY AND WATER PURIFICATION
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0LEGACY TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt099 MONROE AVE NW 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GRAND RAPIDS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049503
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06164542852
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL & FORESTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DEPARTMENT OF FORESTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0126 NATURAL RESOURCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LANSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048824
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt022056
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016939
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038367
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038995
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016311
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016939
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05139
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06852
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01713
OtherDecreasesSchedule/OtherDecreasesDetail/Amt024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MISCELLANEOUS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 POWERSHARES DB US DOLLAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOARD AND COMMITTEE MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01501
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1501
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12002
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09079
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06809
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02270
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE LYNN BUDRES-ENGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06168311758
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BUDRES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BUDR
ReturnHeader/Filer/EIN0382966979
ReturnHeader/Filer/PhoneNum06168311758
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 MONROE AVE NW STE 800
ReturnHeader/Filer/USAddress/CityNm0GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049503
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382268656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER HOLTZ PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0161 OTTAWA AVE NW STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0495032794
ReturnHeader/PreparerPersonGrp/PhoneNum06164581835
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI J BAKER
ReturnHeader/ReturnTs02016-05-19T14:37:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.22$0.44$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.00$5.26$0.13$0.44$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.19$0.77$0.58
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.15$0.00$6.15$0.47$0.68$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.35$0.00$6.35$0.27$0.87$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$0.73$0.56$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.41$0.58$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$0.92$0.63$0.29
2016Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.46$0.60$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.48$0.45$0.03
2014Summary only. Only limited summary data is available for this year.$6.76$0.00$0.40$0.47$0.07
2013Summary only. Only limited summary data is available for this year.$6.83$0.00$0.55$0.37$0.17
2012Summary only. Only limited summary data is available for this year.$6.66$0.00$0.52$0.34$0.18
2011Summary only. Only limited summary data is available for this year.$6.49$0.00$0.30$0.40$0.10