Civic Intelligence

John E Fetzer Memorial Trust Fund - Michael C Gergely Trustee

EIN 38-3010714 • Kalamazoo, MI

211 E Water St 400Kalamazoo, MI 49007
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,483,217 (-100%) from 2021

Liabilities

Down

$0

Down $4,899 (-100%) from 2021

Net Assets

Down

$0

Down $3,478,318 (-100%) from 2021

Operations
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Down

$4,003,054

Down $19,062,898 (-83%) from 2021

Expenses

Down

$212,091

Down $13,991,314 (-99%) from 2021

Net Income

Down

$3,790,963

Down $5,071,584 (-57%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $74,776,102Liabilities 2010: $97,846Net Assets 2010: $74,678,2562010Assets 2011: $90,240,441Liabilities 2011: $330,6222011Assets 2012: $83,243,141Liabilities 2012: $220,261Net Assets 2012: $83,022,8802012Assets 2013: $91,520,382Liabilities 2013: $277,260Net Assets 2013: $91,243,1222013Assets 2014: $106,373,203Liabilities 2014: $370,917Net Assets 2014: $106,002,2862014Assets 2015: $103,389,035Liabilities 2015: $354,202Net Assets 2015: $103,034,8332015Assets 2016: $94,746,956Liabilities 2016: $423,516Net Assets 2016: $94,323,4402016Assets 2017: $101,678,015Liabilities 2017: $561,749Net Assets 2017: $101,116,2662017Assets 2018: $102,828,778Liabilities 2018: $927,083Net Assets 2018: $101,901,6952018Assets 2019: $97,078,006Liabilities 2019: $1,114,054Net Assets 2019: $95,963,9522019Assets 2020: $81,919,533Liabilities 2020: $323,979Net Assets 2020: $81,595,5542020Assets 2021: $3,483,217Liabilities 2021: $4,899Net Assets 2021: $3,478,3182021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10M-$20MExpenses 2010: $4,458,9272010Revenue 2011: $4,061,362Expenses 2011: $5,180,437Net Income 2011: -$1,119,0752011Expenses 2012: $4,837,5012012Revenue 2013: $7,397,773Expenses 2013: $5,183,770Net Income 2013: $2,214,0032013Revenue 2014: $8,721,436Expenses 2014: $5,426,214Net Income 2014: $3,295,2222014Revenue 2015: $13,039,499Expenses 2015: $6,615,240Net Income 2015: $6,424,2592015Revenue 2016: $9,980,830Expenses 2016: $7,039,571Net Income 2016: $2,941,2592016Revenue 2017: $6,448,928Expenses 2017: $7,311,489Net Income 2017: -$862,5612017Revenue 2018: $9,564,728Expenses 2018: $8,438,332Net Income 2018: $1,126,3962018Revenue 2019: $15,681,010Expenses 2019: $8,960,575Net Income 2019: $6,720,4352019Revenue 2020: $689,276Expenses 2020: $13,302,516Net Income 2020: -$12,613,2402020Revenue 2021: $23,065,952Expenses 2021: $14,203,405Net Income 2021: $8,862,5472021Revenue 2022: $4,003,054Expenses 2022: $212,091Net Income 2022: $3,790,9632022

Highlighted filing

2022

Revenue$4,003,054
Expenses$212,091
Net Income$3,790,963
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$4,003,054
Expenses
$212,091
Net income
$3,790,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.00$0.21$3.79
2021Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$23.1$14.2$8.86
2020Detailed filing. Detailed filing data is available for this year.$81.9$0.32$81.6$0.69$13.3$12.6
2019Detailed filing. Detailed filing data is available for this year.$97.1$1.11$96.0$15.7$8.96$6.72
2018Detailed filing. Detailed filing data is available for this year.$103$0.93$102$9.56$8.44$1.13
2017Detailed filing. Detailed filing data is available for this year.$102$0.56$101$6.45$7.31$0.86
2016Detailed filing. Detailed filing data is available for this year.$94.7$0.42$94.3$9.98$7.04$2.94
2015Detailed filing. Detailed filing data is available for this year.$103$0.35$103$13.0$6.62$6.42
2014Detailed filing. Detailed filing data is available for this year.$106$0.37$106$8.72$5.43$3.30
2013Detailed filing. Detailed filing data is available for this year.$91.5$0.28$91.2$7.40$5.18$2.21
2012Detailed filing. Detailed filing data is available for this year.$83.2$0.22$83.0$4.84
2011Summary only. Only limited summary data is available for this year.$90.2$0.33$4.06$5.18$1.12
2010Detailed filing. Detailed filing data is available for this year.$74.8$0.10$74.7$4.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 30, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEMORIAL TRUST WRAP-UP COMMITTEEChairmanFT$0--
Filing and Contact Details

Filer

Filer Name
John E Fetzer Memorial Trust Fund
EIN
38-3010714
In Care Of
% BRUCE FETZER
Phone
2696795334
Address
211 E Water St 400, Kalamazoo, MI 49007

Signing Officer

Name
Bruce Fetzer
Title
Chairman
Phone
2696795334
Signed
2022-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
200 OTTAWA AVE NW STE 300, GRAND RAPIDS, MI 49503
Preparer
Jacob Cook
Phone
6167747000
Raw XML Appendix253 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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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0142858
LiquidationExplanationStmt/ExplanationTxt0PER THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS, THE JOHN E. FETZER MEMORIAL TRUST FUND (TRUST) WAS SET TO LIQUIDATE REMAINING CASH ASSETS TO THE JOHN E. FETZER INSTITUTE (INSTITUTE) BY JUNE 30, 2022. THE TRUST TRANSFERRED CASH IN THE AMOUNT OF $7,269,281 TO THE INSTITUTE ON OR NEAR JUNE 30, 2022. RECIPIENT OF ASSETS: JOHN E. FETZER INSTITUTE, 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 ASSETS DISTRIBUTED: CASH $7,269,281 THE ALLOCATION OF THE ORIGINAL TAX ATTRIBUTES HAVE BEEN ALLOCATED TO JOHN E. FETZER INSTITUTE AS LISTED BELOW. EXCESS DISTRIBTUIONS FROM: JOHN E. FETZER INSTITUTE YEAR END JUNE 30, 2017 1,099,513 YEAR END JUNE 30, 2018 2,267,622 YEAR END JUNE 30, 2019 7,082,400 YEAR END JUNE 30, 2020 3,318,599 YEAR END JUNE 30, 2021 NONE TOTAL 13,768,134
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0226930
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REFUNDABLE EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07269281
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER OF ASSETS TO FETZER INSTITUTE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12387
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12387
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NET EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03996714
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE FETZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02696795334
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John E Fetzer Memorial Trust Fund
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Varnum LLP
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0383010714
ReturnHeader/Filer/InCareOfNm0% BRUCE FETZER
ReturnHeader/Filer/PhoneNum02696795334
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 E Water St 400
ReturnHeader/Filer/USAddress/CityNm0Kalamazoo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 OTTAWA AVE NW STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049503
ReturnHeader/PreparerPersonGrp/PhoneNum06167747000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB COOK
ReturnHeader/ReturnTs02022-08-28T20:26:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FETZER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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