Civic Intelligence

John E Fetzer Memorial Trust Fund - Michael C Gergely Trustee

990PF • Fiscal year 2020 • EIN 38-3010714

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

Organization Profile
PO Box 117Vicksburg, MI 49097

(269) 596-5556

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.47x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

1st percentile

-1830%

Higher net margin than 1% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$763,745

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 110.8% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

3rd percentile

-16%

Faster asset growth than 3% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$81,919,533

Down $15,158,473 (-16%) from 2019

Net Assets

Down

$81,595,554

Down $14,368,398 (-15%) from 2019

Liabilities

Down

$323,979

Down $790,075 (-71%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$689,276

Down $14,991,734 (-96%) from 2019

Expenses

Up

$13,302,516

Up $4,341,941 (+48%) from 2019

Net Income

Down

-$12,613,240

Down $19,333,675 (-288%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2020

Assets$81,919,533
Liabilities$323,979
Net Assets$81,595,554
Open 2020 Filing

Operations Trend

Revenue Growth1st 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

2020

Revenue$689,276
Expenses$13,302,516
Net Income-$12,613,240
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE FETZERPresidentFT$735,986$27,759$763,745
JAN WALLECZEK PHDTrusteeFT$665,146-$665,146
LOUIS LEEBURGChairman/TreasurerPT$220,967-$220,967
MICHAEL GERGELYSecretaryPT$127,307-$127,307
THOMAS BEAVERTrusteePT$119,306-$119,306
JEREMY WALETZKY MDTrustee-$41,431-$41,431
BRUCE CARLSON PHDTrustee-$18,832-$18,832
Filing and Contact Details

Filer

Filer Name
John E Fetzer Memorial Trust
EIN
38-3010714
In Care Of
% BRUCE FETZER
Phone
2695965556
Address
PO Box 117, Vicksburg, MI 49097

Signing Officer

Name
Bruce Fetzer
Title
President
Phone
2695695556
Signed
2020-11-15
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 678 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Vicksburg
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
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05713759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt07308526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06688788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06099183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05713848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05283051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.069291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt099117671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0105475795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0115047015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0108395099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0106134735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0104377495
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.28815
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012035068
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012036676
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012036676
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/CityNm0SCHOOLCRAFT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRUCE FETZER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02695695556
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,919,533
Liabilities
$323,979
Net assets
$81,595,554
Revenue
$689,276
Expenses
$13,302,516
Net income
-$12,613,240
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