Civic Intelligence

John E Fetzer Memorial Trust Fund - Michael C Gergely Trustee

990PF • Fiscal year 2014 • EIN 38-3010714

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 23, 2015

Organization Profile
PO Box 117SuiteVicksburg, MI 49097

(269) 679-5334

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

14th percentile

0.04x

Higher debt load relative to revenue than 14% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

32nd percentile

$247,249

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2014 filings • $100M-$250M nonprofits • Source year 2014

Asset Growth

86th percentile

16%

Faster asset growth than 86% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$106,373,203

Up $14,852,821 (+16%) from 2013

Net Assets

Up

$106,002,286

Up $14,759,164 (+16%) from 2013

Liabilities

Up

$370,917

Up $93,657 (+34%) from 2013

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin86th percentile

Revenue

Up

$8,721,436

Up $1,323,663 (+18%) from 2013

Expenses

Up

$5,426,214

Up $242,444 (+4.7%) from 2013

Net Income

Up

$3,295,222

Up $1,081,219 (+49%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$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

2014

Assets$106,373,203
Liabilities$370,917
Net Assets$106,002,286
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$8,721,436
Expenses$5,426,214
Net Income$3,295,222
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 23, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN WALLECZEK PHDTrusteeFT$247,249-$247,249
BRUCE FETZERPresidentPT$158,822$35,290$194,112
LOUIS LEEBURGTreasurerPT$190,608-$190,608
MICHAEL GERGELYSecretaryPT$109,816-$109,816
THOMAS BEAVERTrustee-$102,915-$102,915
JEREMY WALETZKY MDTrustee-$35,739-$35,739
FRANCES VAUGHAN PHDTrustee-$16,245-$16,245
BRUCE CARLSON PHDTrustee-$16,245-$16,245
ROBERT LEHMANChairman-$0--
Filing and Contact Details

Filer

EIN
38-3010714
In Care Of
% BRUCE FETZER
Phone
2696795334

Signing Officer

Name
Bruce Fetzer
Title
Executive Vice President
Phone
2696795334
Signed
2015-02-23
Discuss with paid preparer
Yes

Preparer

Preparer
Curtis L Dally
Phone
2696795334
Raw XML AppendixShowing 400 of 512 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0The unique charter of the John E. Fetzer Memorial Trust requires trustees to work closely with the programs of the trust. The compensation of the Board of Trustees is reviewed every three years and is established by an independent panel of experts, using independent data sources, and concurrently documenting its conclusions. The compensation is linked to the number of days worked, and specific responsibilities. All operations are externally evaluated and all actions and results are reported for comment and review.
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02696795334
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.FETZERTRUST.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FUNDING OF SCIENTIFIC STUDIES IN THE AREAS OF PHYSICS AND CONSCIOUSNESS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0ESSAY AND FILE DOCUMENTATION OF FOUNDER'S SPIRITUALITY AND TRAINING
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0EXPLORATION OF SCIENTIFIC AND SPIRITUAL FOUNDATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0FUNDING OF SCIENTIFIC STUDIES IN BIOLOGY AND EVOLUTION
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0351967
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0112667
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0171650
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,373,203
Liabilities
$370,917
Net assets
$106,002,286
Revenue
$8,721,436
Expenses
$5,426,214
Net income
$3,295,222
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