Civic Intelligence

John R Shofnitz Charitable Tr

990PF • Fiscal year 2011 • EIN 38-3206767

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 27, 2012

Organization Profile
PO Box 363649501-3636
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,229,448

Flat from 2011

Net Assets

$1,229,448

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$101,872

Flat from 2011

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.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,242,994Liabilities 2010: $0Net Assets 2010: $1,242,9942010Assets 2011: $1,229,448Liabilities 2011: $0Net Assets 2011: $1,229,4482011Assets 2011: $1,229,448Liabilities 2011: $12011Assets 2012: $1,238,925Liabilities 2012: $0Net Assets 2012: $1,238,9252012Assets 2013: $1,334,490Liabilities 2013: $1Net Assets 2013: $1,334,4902013Assets 2014: $1,500,403Liabilities 2014: $1Net Assets 2014: $1,500,4032014Assets 2015: $1,426,594Liabilities 2015: $1Net Assets 2015: $1,426,5942015Assets 2016: $1,418,013Liabilities 2016: $0Net Assets 2016: $1,418,0132016Assets 2017: $1,403,104Liabilities 2017: $0Net Assets 2017: $1,403,1042017Assets 2018: $1,398,198Liabilities 2018: $0Net Assets 2018: $1,398,1982018Assets 2019: $1,519,949Liabilities 2019: $1Net Assets 2019: $1,519,9492019Assets 2020: $1,481,878Liabilities 2020: $1Net Assets 2020: $1,481,8782020Assets 2021: $1,522,546Liabilities 2021: $1Net Assets 2021: $1,522,5462021Assets 2022: $1,456,625Liabilities 2022: $1Net Assets 2022: $1,456,6252022Assets 2023: $1,444,784Liabilities 2023: $1Net Assets 2023: $1,444,7842023Assets 2024: $1,517,175Liabilities 2024: $0Net Assets 2024: $1,517,1752024

Highlighted filing

2011

Assets$1,229,448
Liabilities$0
Net Assets$1,229,448
Open 2011 Filing

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $91,6002010Expenses 2011: $101,8722011Revenue 2011: $88,326Expenses 2011: $101,872Net Income 2011: -$13,5462011Expenses 2012: $94,9222012Revenue 2013: $198,520Expenses 2013: $103,032Net Income 2013: $95,4882013Revenue 2014: $277,990Expenses 2014: $112,077Net Income 2014: $165,9132014Revenue 2015: $42,160Expenses 2015: $115,969Net Income 2015: -$73,8092015Revenue 2016: $78,735Expenses 2016: $87,316Net Income 2016: -$8,5812016Revenue 2017: $75,373Expenses 2017: $90,286Net Income 2017: -$14,9132017Revenue 2018: $83,974Expenses 2018: $88,877Net Income 2018: -$4,9032018Revenue 2019: $210,380Expenses 2019: $88,634Net Income 2019: $121,7462019Revenue 2020: $70,073Expenses 2020: $107,487Net Income 2020: -$37,4142020Revenue 2021: $156,910Expenses 2021: $116,530Net Income 2021: $40,3802021Revenue 2022: $52,297Expenses 2022: $127,014Net Income 2022: -$74,7172022Revenue 2023: $91,728Expenses 2023: $103,337Net Income 2023: -$11,6092023Revenue 2024: $177,909Expenses 2024: $105,636Net Income 2024: $72,2732024

Highlighted filing

2011

Revenue-
Expenses$101,872
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 27, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCORUNNA PUBLIC SCHOOLSGENERAL OPERATING SUPPORT501(C)(3)CORUNNA, MI, US$15,645
Paid GrantMISSIONARIES OF CHARITYGENERAL OPERATING SUPPORT501(C)(3)BRONX, NY, US$11,734
Paid GrantSHRINERS HOSPITALS FOR CHILDRENGENERAL OPERATING SUPPORT501(C)(3)TAMPA, FL, US$11,734
Paid GrantJUDDVILLE UNITED METHODIST CHGENERAL OPERATING SUPPORT501(C)(3)NEW LOTHROP, MI, US$11,734
Paid GrantMESSIAH LUTHERAN CHURCHGENERAL OPERATING SUPPORT501(C)(3)ROSCOMMON, MI, US$11,734
Paid GrantTHE SALVATION ARMYGENERAL OPERATING SUPPORT501(C)(3)SOUTHFIELD, MI, US$7,822
Paid GrantMEMORIAL HEALTHCARE FOUNDATIONGENERAL OPERATING SUPPORT501(C)(3)OWOSSO, MI, US$7,822
Filing and Contact Details

Filer

EIN
38-3206767
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11PIMCO LOW DURATION FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12EATON VANCE FLTG RATE FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13FEDERATED ULTRA SH BD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14OPPENHEIMER INTL BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15LAZARD EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16ISHARES S&P MIDCAP 400 GROWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17ISHARES S&P MIDCAP 400 VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18ISHARES S&P SM CAP 600 VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19ISHARES S&P SM CAP 600 GROWTH
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV652902
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV14AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV15AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV16AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV17AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV18AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV19AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome048675
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome039649
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome02
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome088326
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA088326
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0870
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm039649
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps078225
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss078225
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm048675
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss048675
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-13546
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0361730
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome067564
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm019800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss019818

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,229,448
Liabilities
$0
Net assets
$1,229,448
Revenue
-
Expenses
$101,872
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.18$0.11$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.09$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.05$0.13$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.16$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.07$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.21$0.09$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.09$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.08$0.09$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.04$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.28$0.11$0.17
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.20$0.10$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.10
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.09$0.10$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09