Civic Intelligence

Leroy M Wurst and Janice K Wurst Charitable Foundation

990PF • Fiscal year 2017 • EIN 38-3251294

Aug 01, 2016 to Jul 31, 2017 • Filed on Sep 27, 2017

Organization Profile
9935 Sunset BlvdPigeon, MI 48755

(989) 453-3113

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

1.3%

Faster asset growth than 51% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$180,871

Up $2,368 (+1.3%) from 2016

Net Assets

Up

$180,871

Up $2,368 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Down

$10,429

Down $5,512 (-35%) from 2016

Expenses

Down

$7,797

Down $2,430 (-24%) from 2016

Net Income

Down

$2,632

Down $3,082 (-54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2011: $164,873Liabilities 2011: $0Net Assets 2011: $164,8732011Assets 2012: $162,246Liabilities 2012: $0Net Assets 2012: $162,2462012Assets 2013: $161,396Liabilities 2013: $0Net Assets 2013: $161,3962013Assets 2014: $171,873Liabilities 2014: $0Net Assets 2014: $171,8732014Assets 2015: $173,079Liabilities 2015: $0Net Assets 2015: $173,0792015Assets 2016: $178,503Liabilities 2016: $0Net Assets 2016: $178,5032016Assets 2017: $180,871Liabilities 2017: $0Net Assets 2017: $180,8712017Assets 2018: $185,429Liabilities 2018: $0Net Assets 2018: $185,4292018Assets 2019: $194,389Liabilities 2019: $0Net Assets 2019: $194,3892019Assets 2020: $194,934Liabilities 2020: $0Net Assets 2020: $194,9342020Assets 2021: $195,614Liabilities 2021: $0Net Assets 2021: $195,6142021Assets 2022: $196,848Liabilities 2022: $0Net Assets 2022: $196,8482022Assets 2023: $197,868Liabilities 2023: $0Net Assets 2023: $197,8682023Assets 2024: $188,328Liabilities 2024: $0Net Assets 2024: $188,3282024Assets 2025: $211,240Liabilities 2025: $0Net Assets 2025: $211,2402025

Highlighted filing

2017

Assets$180,871
Liabilities$0
Net Assets$180,871
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

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

$40K$20K$0-$20KExpenses 2011: $7,2432011Expenses 2012: $7,2722012Revenue 2013: $4,155Expenses 2013: $4,921Net Income 2013: -$7662013Revenue 2014: $20,772Expenses 2014: $10,212Net Income 2014: $10,5602014Revenue 2015: $14,481Expenses 2015: $12,860Net Income 2015: $1,6212015Revenue 2016: $15,941Expenses 2016: $10,227Net Income 2016: $5,7142016Revenue 2017: $10,429Expenses 2017: $7,797Net Income 2017: $2,6322017Revenue 2018: $25,266Expenses 2018: $20,548Net Income 2018: $4,7182018Revenue 2019: $27,354Expenses 2019: $18,020Net Income 2019: $9,3342019Revenue 2020: $18,908Expenses 2020: $17,955Net Income 2020: $9532020Revenue 2021: $29,336Expenses 2021: $28,334Net Income 2021: $1,0022021Revenue 2022: $32,422Expenses 2022: $30,982Net Income 2022: $1,4402022Revenue 2023: $20,573Expenses 2023: $19,172Net Income 2023: $1,4012023Revenue 2024: $6,286Expenses 2024: $15,682Net Income 2024: -$9,3962024Revenue 2025: $33,963Expenses 2025: $11,021Net Income 2025: $22,9422025

Highlighted filing

2017

Revenue$10,429
Expenses$7,797
Net Income$2,632
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Sep 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEROY M WURSTDir/Pres/Tre-$0--
JANICE K WURSTVP/Sec-$0--
CHRISTOPHER WURSTDirector-$0--
CATHERINE DAYAKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leroy M Wurst and Janice K Wurst
EIN
38-3251294
Address
9935 SUNSET BLVD, PIGEON, MI 48755

Signing Officer

Name
Leroy M Wurst
Title
Dir/pres/tre
Signed
2017-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Nietzke & Faupel Pc
Address
7274 HARTLEY STREET, PIGEON, MI 48755
Preparer
Donald C Faupel
Phone
9899635555
Raw XML Appendix351 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0575
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0990-PF PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0575
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt11997-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt21998-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt31997-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72003-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt81997-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc064.666 SH FA INTERNATIONAL DISCOVERY FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc135.704 SH FIDELITY BLUE CHIP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc244.951 SH FA EQUITY PORT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc355.269 SH FA GROWTH & INCOME CL 1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc427.556 SH FA INTERNATIONAL DISCOVERY FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc525.813 SH FA MID CAP 11 CLASS 1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc655.310 SH NEW INSIGHTS CL 1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc717.819 SH FA SMALL CAP CL 1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc831.397 SH FIDELITY CAPITAL APPRECIATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02441
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11513
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt21325
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3921
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt41039
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt5476
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt61076
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt7423
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt8839
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt12500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt21500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt31500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt41000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt5500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt61500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt7500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt81000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt059
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1987
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2175
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3579
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-39
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt524
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6424
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt777
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt026187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt116886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt221552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt420917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt59473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt617680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt722460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt811779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt98359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt108762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FA EQUITY PORT: INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FA GROWTH & INCOME CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FA INTERNATIONAL DISCOVERY FD CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FA MID CAP FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FA NEW INSIGHTS CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FA SMALL CAP CI I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FIDELITY BLUE CHIP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FIDELITY CAPITAL APPRECIATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FA HIGH INCOME CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FA LIMITED TERM BOND FD CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FA MORTGAGE SECURITIES CI I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt031332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt129532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt225535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt433622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt511738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt633958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt730184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt810858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt98815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt108986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02902
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07485
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt042
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010429
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010429
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02944
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05038
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02902
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02902
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02902
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02632
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017538
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07485
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07982
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02222
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02222
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02944
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010429
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05038
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02632
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0264
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0181135
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0178503
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0180871
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011187
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011187
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011187
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011347
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0160
IRS990PF/DistributableAmountGrp/TotalTaxAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0160
IRS990PF/FMVAssetsEOYAmt0242821
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01876
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06357
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06357
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0176627
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0174514
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0236464
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0178503
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0180871
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0242821
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0178503
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0180871
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0178503
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0180871
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0178503
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0180871
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0230394
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04117
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0226277
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03456
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011347
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0226938
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0230394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LEROY M WURST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANICE K WURST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTOPHER WURST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CATHERINE DAYAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIR/PRES/TRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09935 SUNSET BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19935 SUNSET BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2121 N UNIONVILLE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38726 PT CHARITY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PIGEON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PIGEON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BAY PORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PIGEON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd248720
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd348755
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07797
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07797
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07797
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0THUMB NATIONAL BANK TRUST CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07254 MICHIGAN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PIGEON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048755
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09894533113
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.NFCPA.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ALL DONATIONS WENT TO STUDENTS OF ELKTON-PIGEON-BAY PORT SCHOOLS FOR COLLEGE SCHOLARSHIPS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LEROY M WURST AND JANICE K WURST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ELKTON-PIGEON-BAY PORT SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ELKTON-PIGEON-BAY PORT SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC SCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06136 W PIGEON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt06136 W PIGEON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PIGEON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048755
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07797
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02420
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03390
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05519
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03686
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07797
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05519
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08909
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0264
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE COSTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02222
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEROY M WURST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR/PRES/TRE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEROY M WURST AND JANICE K WURST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LERO
ReturnHeader/Filer/EIN0383251294
ReturnHeader/Filer/USAddress/AddressLine1Txt09935 SUNSET BLVD
ReturnHeader/Filer/USAddress/CityNm0PIGEON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048755
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F3AE76636986606A18A75909129259C3929B149
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F3AE76636986606A18A75909129259C3929B149
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382475086
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIETZKE & FAUPEL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07274 HARTLEY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PIGEON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048755
ReturnHeader/PreparerPersonGrp/PhoneNum09899635555
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD C FAUPEL
ReturnHeader/ReturnTs02017-09-28T09:10:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,871
Liabilities
$0
Net assets
$180,871
Revenue
$10,429
Expenses
$7,797
Net income
$2,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.34$0.11$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.06$0.16$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.21$0.19$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.32$0.31$0.01
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.96$0.00$1.96$0.29$0.28$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.19$0.18$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.27$0.18$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.25$0.21$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.10$0.08$0.03
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.79$0.00$1.79$0.16$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.14$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.21$0.10$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.04$0.05$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.07