Civic Intelligence

Mariel Foundation

990PF • Fiscal year 2025 • EIN 38-3334050

Oct 01, 2024 to Sep 30, 2025 • Filed on Jan 31, 2026

Organization Profile
PO Box 6461Traverse City, MI 49696

(231) 632-6233

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Asset Growth

70th percentile

9.8%

Faster asset growth than 70% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

165%

Faster revenue growth than 95% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$10,770,523

Up $958,238 (+9.8%) from 2024

Net Assets

Up

$10,770,523

Up $958,238 (+9.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin91st percentile

Revenue

Up

$1,782,812

Up $1,109,485 (+165%) from 2024

Expenses

Up

$824,574

Up $56,535 (+7.4%) from 2024

Net Income

Up

$958,238

Up $1,052,950 (+1112%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,201,521Liabilities 2011: $02011Assets 2012: $7,485,866Liabilities 2012: $02012Assets 2013: $7,448,813Liabilities 2013: $02013Assets 2014: $7,575,686Liabilities 2014: $02014Assets 2015: $7,744,798Liabilities 2015: $02015Assets 2019: $8,267,107Liabilities 2019: $02019Assets 2020: $8,657,371Liabilities 2020: $02020Assets 2021: $9,886,491Liabilities 2021: $1Net Assets 2021: $9,886,4912021Assets 2022: $9,355,023Liabilities 2022: $1Net Assets 2022: $9,355,0232022Assets 2023: $9,907,017Liabilities 2023: $20Net Assets 2023: $9,906,9972023Assets 2024: $9,812,285Liabilities 2024: $0Net Assets 2024: $9,812,2852024Assets 2025: $10,770,523Liabilities 2025: $0Net Assets 2025: $10,770,5232025

Highlighted filing

2025

Assets$10,770,523
Liabilities$0
Net Assets$10,770,523
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,523,257Expenses 2011: $317,002Net Income 2011: $1,206,2552011Revenue 2012: $730,289Expenses 2012: $445,944Net Income 2012: $284,3452012Revenue 2013: $433,239Expenses 2013: $470,292Net Income 2013: -$37,0532013Revenue 2014: $661,707Expenses 2014: $534,834Net Income 2014: $126,8732014Revenue 2015: $721,861Expenses 2015: $552,749Net Income 2015: $169,1122015Revenue 2019: $422,741Expenses 2019: $639,306Net Income 2019: -$216,5652019Revenue 2020: $1,005,456Expenses 2020: $615,192Net Income 2020: $390,2642020Revenue 2021: $1,946,539Expenses 2021: $717,419Net Income 2021: $1,229,1202021Revenue 2022: $210,682Expenses 2022: $742,150Net Income 2022: -$531,4682022Revenue 2023: $1,251,027Expenses 2023: $699,053Net Income 2023: $551,9742023Revenue 2024: $673,327Expenses 2024: $768,039Net Income 2024: -$94,7122024Revenue 2025: $1,782,812Expenses 2025: $824,574Net Income 2025: $958,2382025

Highlighted filing

2025

Revenue$1,782,812
Expenses$824,574
Net Income$958,238
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 31, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy L HoaglandPresident-$0--
James H HoaglandVice President-$0--
Anne H MagounSecretary-$0--
John T HoaglandDirector-$0--
Andrew H MagounDirector-$0--
Chelsea C HoaglandVice President-$0--
Whitney EdwardsDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CharitablePCSeattle, WA, US$135,000
Paid Grant-CharitablePCArlington, VA, US$100,000
Paid Grant-CharitablePCLeland, MI, US$73,550
Paid Grant-CharitablePCSarasota, FL, US$66,000
Paid Grant-CharitablePCSuttons Bay, MI, US$53,500
Paid Grant-CharitablePCInterlochen, MI, US$50,000
Paid Grant-CharitablePCAkwesasne, NY, US$35,000
Paid Grant-CharitablePCTraverse City, MI, US$30,750
Paid Grant-CharitablePCTraverse City, MI, US$22,500
Paid Grant-CharitablePCTraverse City, MI, US$19,000
Paid Grant-CharitablePCSanta Monica, CA, US$18,985
Paid Grant-CharitablePCPortland, ME, US$14,985
Paid Grant-CharitablePCTraverse City, MI, US$12,500
Paid Grant-CharitablePCLansing, MI, US$10,000
Paid Grant-CharitablePCLos Angeles, CA, US$10,000
Paid Grant-CharitablePCBoston, MA, US$9,500
Paid Grant-CharitablePCWashington, DC, US$6,000
Paid Grant-CharitablePCN Traverse City, MI, US$5,000
Paid Grant-CharitablePCTraverse City, MI, US$5,000
Paid Grant-CharitablePCSanibel, FL, US$5,000
Paid Grant-CharitablePCSan Juan, PR, US$5,000
Paid Grant-CharitablePCTraverse City, MI, US$3,500
Paid Grant-CharitablePCGlen Arbor, MI, US$3,000
Paid Grant-CharitablePCTraverse City, MI, US$2,500
Paid Grant-CharitablePCBellaire, MI, US$2,500
Paid Grant-CharitablePCBay City, MI, US$1,250
Paid Grant-CharitablePCWashington, DC, US$1,000
Filing and Contact Details

Filer

Filer Name
Mariel Foundation
EIN
38-3334050
Phone
2316326233
Address
PO Box 6461, Traverse City, MI 49696

Signing Officer

Name
Anne Magoun
Title
Secretary
Signed
2026-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Sutton Advisors PLC
Address
2201 E Grand River Ave, Lansing, MI 48912
Preparer
Robert E Miller Jr
Phone
5174875555
Raw XML AppendixShowing 400 of 695 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital gain dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1120 Sh Asmi Holding Nv
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28347 Sh Exxon Mobil
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3235 Sh Adobe Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4467 Conestoga Small Cap Institutional
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5843 Sh Iqvia Hldgs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc65000 Sh T Rowe Price Small Cap Val Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7225 Sh T Rowe Price Small Cap Val Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8180 Sh Intel Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91207 Sh Prologis inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10440 Sh Alphabet Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11999 Sh Boston Scientific Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12794 Sh Boson Scientific Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131.900 Sh Ishares Trust
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141,950 Sh Nuveen Esg Lg Cap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1547 Sh Workday Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1621 Sh Analog Devices Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17154 Sh JP Morgan
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18468 Sh Salesforce
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19420 Sh United Hlth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc207503 Sh Calamos Market Neutral Inc Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21Cap Gn Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22Lazard Cl Lis
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172025-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182025-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192025-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01468238
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01589
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0958238
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010770523
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09812285
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010770523
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0964824
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0964824
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0964824
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0989536
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024712
IRS990PF/DistributableAmountGrp/TotalTaxAmt024712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt015135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09600
IRS990PF/FMVAssetsEOYAmt020964769
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09812285
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010770523
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02381
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0249
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02670707
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03913805
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03920757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06140381
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05992112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016130830
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0507696
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0521978
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0459120
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0476838
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0405237
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0405237
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09812285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010770523
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020964769
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09812285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010770523
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09812285
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010770523
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020092109
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0579583
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019512526
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0301382
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0989536
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019790727
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020092109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Nancy L Hoagland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James H Hoagland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Anne H Magoun
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3John T Hoagland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Andrew H Magoun
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Chelsea C Hoagland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Whitney Edwards
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 6461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 6461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 6461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 6461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 6461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO Box 6461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO Box 6461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Traverse City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Traverse City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Traverse City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Traverse City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Traverse City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Traverse City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Traverse City
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/ZIPCd049696
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149696
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd249696
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd349696
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd449696
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd549696
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd649696
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0787870
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0787870
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 6461
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Traverse City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049696
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Anne Magoun
IRS990PF/StatementsRegardingActyGrp/PhoneNum02316326233
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt530750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt753500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt850000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt973550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1066000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1535000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,770,523
Liabilities
$0
Net assets
$10,770,523
Revenue
$1,782,812
Expenses
$824,574
Net income
$958,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.78$0.82$0.96
2024Detailed filing. Detailed filing data is available for this year.$9.81$0.00$9.81$0.67$0.77$0.09
2023Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$1.25$0.70$0.55
2022Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$0.21$0.74$0.53
2021Detailed filing. Detailed filing data is available for this year.$9.89$0.00$9.89$1.95$0.72$1.23
2020Summary only. Only limited summary data is available for this year.$8.66$0.00$1.01$0.62$0.39
2019Summary only. Only limited summary data is available for this year.$8.27$0.00$0.42$0.64$0.22
2015Summary only. Only limited summary data is available for this year.$7.74$0.00$0.72$0.55$0.17
2014Summary only. Only limited summary data is available for this year.$7.58$0.00$0.66$0.53$0.13
2013Summary only. Only limited summary data is available for this year.$7.45$0.00$0.43$0.47$0.04
2012Summary only. Only limited summary data is available for this year.$7.49$0.00$0.73$0.45$0.28
2011Summary only. Only limited summary data is available for this year.$7.20$0.00$1.52$0.32$1.21