Civic Intelligence

The Alix Foundation

990T • Fiscal year 2021 • EIN 38-3171122

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
151 S Old Woodward Ave 400Birmingham, MI 48009

(248) 554-4900

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $3,078,697Liabilities 2010: $0Net Assets 2010: $3,078,6972010Assets 2011: $1,135,704Liabilities 2011: $0Net Assets 2011: $1,135,7042011Assets 2012: $6,465,149Liabilities 2012: $0Net Assets 2012: $6,465,1492012Assets 2013: $13,273,689Liabilities 2013: $1Net Assets 2013: $13,273,6892013Assets 2014: $11,915,738Liabilities 2014: $1Net Assets 2014: $11,915,7382014Assets 2015: $9,794,033Liabilities 2015: $1Net Assets 2015: $9,794,0332015Assets 2016: $22,254,986Liabilities 2016: $0Net Assets 2016: $22,254,9862016Assets 2017: $28,356,110Liabilities 2017: $0Net Assets 2017: $28,356,1102017Assets 2018: $27,043,806Liabilities 2018: $0Net Assets 2018: $27,043,8062018Assets 2019: $38,056,437Liabilities 2019: $1Net Assets 2019: $38,056,4372019Assets 2020: $65,741,416Liabilities 2020: $1Net Assets 2020: $65,741,4162020Assets 2021: $56,875,395Liabilities 2021: $1Net Assets 2021: $56,875,3952021Assets 2022: $64,067,368Liabilities 2022: $11,400,000Net Assets 2022: $52,667,3682022Assets 2023: $56,566,075Liabilities 2023: $11,400,000Net Assets 2023: $45,166,0752023Assets 2024: $63,925,958Liabilities 2024: $11,400,000Net Assets 2024: $52,525,9582024

Latest loaded filing

2024

Assets$63,925,958
Liabilities$11,400,000
Net Assets$52,525,958
Open 2024 Filing

Operations Trend

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

$40M$20M$0-$20MExpenses 2010: $1,439,6512010Expenses 2011: $2,033,6802011Expenses 2012: $524,5902012Revenue 2013: $10,187,323Expenses 2013: $1,013,894Net Income 2013: $9,173,4292013Revenue 2014: $454,273Expenses 2014: $1,812,224Net Income 2014: -$1,357,9512014Revenue 2015: $493,262Expenses 2015: $2,614,967Net Income 2015: -$2,121,7052015Revenue 2016: $15,454,492Expenses 2016: $2,993,539Net Income 2016: $12,460,9532016Revenue 2017: $6,210,700Expenses 2017: $2,835,555Net Income 2017: $3,375,1452017Revenue 2018: $2,168,812Expenses 2018: $3,184,255Net Income 2018: -$1,015,4432018Revenue 2019: $1,290,143Expenses 2019: $4,129,663Net Income 2019: -$2,839,5202019Revenue 2020: $24,727,302Expenses 2020: $658,525Net Income 2020: $24,068,7772020Revenue 2021: $17,380,441Expenses 2021: $25,976,282Net Income 2021: -$8,595,8412021Revenue 2022: $3,932,076Expenses 2022: $1,885,660Net Income 2022: $2,046,4162022Revenue 2023: $12,359,258Expenses 2023: $29,993,618Net Income 2023: -$17,634,3602023Revenue 2024: $4,048,286Expenses 2024: $5,115,956Net Income 2024: -$1,067,6702024

Latest loaded filing

2024

Revenue$4,048,286
Expenses$5,115,956
Net Income-$1,067,670
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
The Alix Foundation
EIN
38-3171122
Phone
2485544900
Address
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009

Signing Officer

Name
Arthur J Kubert
Title
President
Phone
2485544900
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
3000 TOWN CENTER SUITE 100, SOUTHFIELD, MI 48075
Preparer
Dori J Eggett
Phone
2483522500
Raw XML Appendix95 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0ARTHUR KUBERT
IRS990T/BooksInCareOfDetail/PhoneNum02485544900
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0151 S OLD WOODWARD AVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd048009
IRS990T/BookValueAssetsEOYAmt060627834
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt082612
IRS990T/EstimatedTaxPaymentsAmt0365000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0THE ALIX FOUNDATION 38-3171122TAX YEAR ENDING DECEMBER 31, 2021A STATEMENT ATTACHED TO AND MADE PART OF THE FEDERAL TAX RETURN FOR THE YEAR ENDED DECEMBER 31,2021ELECTION FOR INCREASED LIMIT ON CHARITABLE CONTRIBUTIONS OF 25% OF TAXABLE INCOME. ___________________________________________________________________________THE ALIX FOUNDATION HEREBY ELECTS TO TREAT THE FOLLOWING CHARITABLE CONTRIBUTIONS AS ELIGIBLE FOR THE INCREASED LIMIT OF UP TO 25% OF TAXABLE INCOMEPURSUANT TO THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT(CARES ACT) AND THE TAXPAYER CERTAINTY AND DISASTER TAX RELIEF ACT FOR THE YEARENDING DECEMBER 31, 2021.MAYO CLINIC 25,270,000CAPUCHIN SOUP KITCHEN 22,500EURO-PEDS FOUNDATION 10,000FORGOTTEN HARVEST 75,000GLEANERS COMMUNITY FOOD BANK 75,000LIGHTHOUSE OF OAKLAND COUNTY 22,500MEMORIAL SLOAN KETTERING CANCER CENTER 32,011THE BALDWIN CENTER, INC 11,250NW GOLDBERG CARES 9,351JEREMIE RISING 3,000ST AMBROSE 12,500
IRS990T/ItmzdSupplementalInfoGrp/LineNum0LINE 4
IRS990T/ItmzdSupplementalInfoGrp/PartNum0PART I
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0460315
IRS990T/OverpaymentSection/OverpaymentAmt0460315
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0147361
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0541610
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt079782
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt079782
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0411230
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0411230
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0411230
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY FROM PASSTHROUGH
IRS990TScheduleA/UBIBeforeNOLDedAmt0331448
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0331448
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt052046
IRS990T/TaxLessCreditsAmt052046
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0512361
IRS990T/TotalTaxAmt052046
IRS990T/TotalTaxComputationAmt052046
IRS990T/TotalUBTIAmt0247836
IRS990T/TotalUBTIBeforeNOLSpecificAmt0248836
IRS990T/TotalUBTIBeforeSection199AAmt0248836
IRS990T/TotalUBTIComputedAmt0331448
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR J KUBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02485544900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALIX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALIX
ReturnHeader/Filer/EIN0383171122
ReturnHeader/Filer/PhoneNum02485544900
ReturnHeader/Filer/USAddress/AddressLine1Txt0151 S OLD WOODWARD AVE 400
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 TOWN CENTER SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048075
ReturnHeader/PreparerPersonGrp/PhoneNum02483522500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORI J EGGETT
ReturnHeader/ReturnTs02022-11-14T15:19:33-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARTHUR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KUBERT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.9$11.4$52.5$4.05$5.12$1.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.6$11.4$45.2$12.4$30.0$17.6
2022Detailed filing. Detailed filing data is available for this year.$64.1$11.4$52.7$3.93$1.89$2.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.9$0.00$56.9$17.4$26.0$8.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.7$0.00$65.7$24.7$0.66$24.1
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$1.29$4.13$2.84
2018Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$2.17$3.18$1.02
2017Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$6.21$2.84$3.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$15.5$2.99$12.5
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.79$0.00$9.79$0.49$2.61$2.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$0.45$1.81$1.36
2013Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$10.2$1.01$9.17
2012Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.52
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$2.03
2010Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$1.44