Civic Intelligence

John E Fetzer Memorial Trust Fund - Michael C Gergely Trustee

990PF • Fiscal year 2016 • EIN 38-3010714

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 09, 2017

Organization Profile
PO Box 117Vicksburg, 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.

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.04x

Higher debt load relative to revenue than 15% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

85th percentile

29%

Higher net margin than 85% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$325,560

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

8th percentile

-8.4%

Faster asset growth than 8% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-23%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$94,746,956

Down $8,642,079 (-8.4%) from 2015

Net Assets

Down

$94,323,440

Down $8,711,393 (-8.5%) from 2015

Liabilities

Up

$423,516

Up $69,314 (+20%) from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin85th percentile

Revenue

Down

$9,980,830

Down $3,058,669 (-23%) from 2015

Expenses

Up

$7,039,571

Up $424,331 (+6.4%) from 2015

Net Income

Down

$2,941,259

Down $3,483,000 (-54%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2016

Assets$94,746,956
Liabilities$423,516
Net Assets$94,323,440
Open 2016 Filing

Operations Trend

Revenue Growth13th 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

2016

Revenue$9,980,830
Expenses$7,039,571
Net Income$2,941,259
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE FETZERPresidentFT$295,965$29,595$325,560
JAN WALLECZEK PHDTrusteeFT$311,811-$311,811
LOUIS LEEBURGChairman/TreasurerPT$196,326-$196,326
MICHAEL GERGELYSecretaryPT$113,110-$113,110
THOMAS BEAVERTrusteePT$106,003-$106,003
JEREMY WALETZKY MDTrustee-$36,811-$36,811
BRUCE CARLSON PHDTrustee-$16,732-$16,732
FRANCES VAUGHAN PHDTrustee-$8,123-$8,123
Filing and Contact Details

Filer

Filer Name
John E Fetzer Memorial Trust
EIN
38-3010714
In Care Of
% BRUCE FETZER
Phone
2696795334
Address
PO Box 117, Vicksburg, MI 49097

Signing Officer

Name
Bruce Fetzer
Title
President
Phone
2696795334
Signed
2017-01-09
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 AppendixShowing 400 of 599 raw XML fields

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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/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02941259
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011652652
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0105976092
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0103034833
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt094323440
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05220804
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05220804
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05220804
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05306737
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt085933
IRS990PF/DistributableAmountGrp/TotalTaxAmt085933
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt060412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0146345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt085933
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt060412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt085933
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt085933
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0146345
IRS990PF/FMVAssetsEOYAmt0104896955
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0354202
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0423516
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01250883
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05743850
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05743850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0102115047
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt056475
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt056475
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010150000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0103389035
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt094746956
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0104896955
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0354202
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0423516
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0103389035
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt094746956
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0103034833
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt094323440
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0103034833
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt094323440
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0107751000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03381727
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt094219272
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01616265
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010150001
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05306737
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0106134735
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0107751000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt08719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0LISA M FERWORN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt230.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt314.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt740.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0196326
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1295965
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2106003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3113110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt48123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt516732
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt636811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt7311811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt029595
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOUIS LEEBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRUCE FETZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS BEAVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL GERGELY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4FRANCES VAUGHAN PHD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BRUCE CARLSON PHD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JEREMY WALETZKY MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JAN WALLECZEK PHD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7PO BOX 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1VICKSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2VICKSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3VICKSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4VICKSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5VICKSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6VICKSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7VICKSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd249097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd349097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd449097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd549097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd649097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd749097
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05277444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05363377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05283051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04583705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04408363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04165050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04492408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt085933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0106134735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0104377495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt098673360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt088755395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt082982310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt086908520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05799781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24862
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05713848
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05799781
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt085933
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05799781
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01240 WEST VW AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VICKSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049097
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRUCE FETZER

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,746,956
Liabilities
$423,516
Net assets
$94,323,440
Revenue
$9,980,830
Expenses
$7,039,571
Net income
$2,941,259
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