Civic Intelligence

Edward J Sackerson Charitable Foundation

990PF • Fiscal year 2016 • EIN 38-3351811

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
1921 3rd Avenue NorthEscanaba, MI 49829

(906) 786-0220

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

29th percentile

-6.7%

Higher net margin than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,999,357

Down $16,446 (-0.4%) from 2015

Net Assets

Down

$3,999,357

Down $16,446 (-0.4%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin29th percentile

Revenue

Up

$245,607

Up $33,955 (+16%) from 2015

Expenses

Down

$262,053

Down $7,749 (-2.9%) from 2015

Net Income

Up

-$16,446

Up $41,704 (+72%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2010: $4,257,143Liabilities 2010: $0Net Assets 2010: $4,257,1432010Assets 2011: $4,133,861Liabilities 2011: $0Net Assets 2011: $4,133,8612011Assets 2012: $4,114,271Liabilities 2012: $0Net Assets 2012: $4,114,2712012Assets 2013: $4,057,213Liabilities 2013: $1Net Assets 2013: $4,057,2132013Assets 2014: $4,073,953Liabilities 2014: $1Net Assets 2014: $4,073,9532014Assets 2015: $4,015,803Liabilities 2015: $1Net Assets 2015: $4,015,8032015Assets 2016: $3,999,357Liabilities 2016: $0Net Assets 2016: $3,999,3572016Assets 2017: $4,127,068Liabilities 2017: $0Net Assets 2017: $4,127,0682017Assets 2018: $4,093,828Liabilities 2018: $0Net Assets 2018: $4,093,8282018Assets 2019: $4,068,370Liabilities 2019: $1Net Assets 2019: $4,068,3702019Assets 2020: $4,162,431Liabilities 2020: $1Net Assets 2020: $4,162,4312020Assets 2021: $11,957,177Liabilities 2021: $1Net Assets 2021: $11,957,1772021Assets 2022: $11,371,617Liabilities 2022: $1Net Assets 2022: $11,371,6172022Assets 2023: $11,086,026Liabilities 2023: $1Net Assets 2023: $11,086,0262023Assets 2024: $11,097,431Liabilities 2024: $0Net Assets 2024: $11,097,4312024

Highlighted filing

2016

Assets$3,999,357
Liabilities$0
Net Assets$3,999,357
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $253,2982010Expenses 2011: $241,8482011Expenses 2012: $245,4592012Revenue 2013: $183,823Expenses 2013: $240,881Net Income 2013: -$57,0582013Revenue 2014: $272,918Expenses 2014: $256,178Net Income 2014: $16,7402014Revenue 2015: $211,652Expenses 2015: $269,802Net Income 2015: -$58,1502015Revenue 2016: $245,607Expenses 2016: $262,053Net Income 2016: -$16,4462016Revenue 2017: $377,465Expenses 2017: $249,754Net Income 2017: $127,7112017Revenue 2018: $230,766Expenses 2018: $264,006Net Income 2018: -$33,2402018Revenue 2019: $241,388Expenses 2019: $266,846Net Income 2019: -$25,4582019Revenue 2020: $356,169Expenses 2020: $262,108Net Income 2020: $94,0612020Revenue 2021: $8,071,195Expenses 2021: $271,999Net Income 2021: $7,799,1962021Revenue 2022: $126,783Expenses 2022: $724,023Net Income 2022: -$597,2402022Revenue 2023: $330,772Expenses 2023: $604,583Net Income 2023: -$273,8112023Revenue 2024: $613,672Expenses 2024: $605,989Net Income 2024: $7,6832024

Highlighted filing

2016

Revenue$245,607
Expenses$262,053
Net Income-$16,446
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN SACKERSONTrusteePT$0--
PAUL KANGASTrusteePT$0--
GARY OLSENTrusteePT$0--
JANINE MALONEYTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Edward J Sackerson Charitable Found
EIN
38-3351811
Phone
9067860220
Address
1921 3RD AVENUE NORTH, ESCANABA, MI 49829

Signing Officer

Name
Helen Sackerson
Title
Trustee
Phone
9067860220
Signed
2017-11-15

Preparer

Firm
Schneider Larche Haapala & Co Pllc
Address
401 LUDINGTON STREET, ESCANABA, MI 49829
Preparer
Karen L Meiers CPA
Phone
9067866151
Raw XML AppendixShowing 400 of 956 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DODGE & COX INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FORD MTR CREDIT CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GOLDMAN SACHS GROUP INC NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ROYAL BANK SCOTLAND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5PITNEY BOWES INC GLBL MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6SUNOCO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7XEROX CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8ALLEY BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9PETROBAS INTL FIN CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10STAPLES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11CANADIAN NAT RES LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12CREDIT SUISSE NY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13ENTERPRISE PRODS OPER LLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14FPL GROUP CAP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15RIO TINTO FIN USA PLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16BANK OF NOVA SCOTIA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17CAPITAL ONE BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18COCA COLA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19LLOYDS BANK PLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20SANTANDER UK PLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21TRANSCANADA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22WALMART STORES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN EUROPACIFIC GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN FUNDS CAPITAL WORLD GWTH &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN GROWTH FUND OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DODGE & COX INTERNATIONAL STOCK FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8T ROWE PRICE MID CAP GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9T ROWE PRICE OTC SMALL CAP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11OPPENHEIMER DEVELOPING MKTS CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD WINDSOR II ADM 573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14HODGES SMALL CAP INSTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16T ROWE PRICE BLUE CHIP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17VANGUARD EQUITY INCOME FUND
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0658
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01206
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02356
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03902
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02880
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01206
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01206
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt026968
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04508063
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt067867
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04524497
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,999,357
Liabilities
$0
Net assets
$3,999,357
Revenue
$245,607
Expenses
$262,053
Net income
-$16,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.61$0.61$0.01
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.33$0.60$0.27
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.13$0.72$0.60
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$8.07$0.27$7.80
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.36$0.26$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.24$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.23$0.26$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.38$0.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.25$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.27$0.26$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.18$0.24$0.06
2012Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.25
2011Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.24
2010Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.25