Civic Intelligence

Peter White Public Library Development Fund

990EZ • Fiscal year 2017 • EIN 38-3397775

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 26, 2018

217 N Front StreetMarquette, MI 49855

(906) 228-9510

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

83rd percentile

47%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$229,013

Up $73,356 (+47%) from 2016

Net Assets

Up

$229,013

Up $73,356 (+47%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$125,318

Up $13,255 (+12%) from 2016

Expenses

Up

$75,014

Up $7,396 (+11%) from 2016

Net Income

Up

$50,304

Up $5,859 (+13%) from 2016

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 2015: $76,455Liabilities 2015: $0Net Assets 2015: $76,4552015Assets 2016: $155,657Liabilities 2016: $0Net Assets 2016: $155,6572016Assets 2017: $229,013Liabilities 2017: $0Net Assets 2017: $229,0132017Assets 2018: $321,352Liabilities 2018: $0Net Assets 2018: $321,3522018Assets 2019: $421,615Liabilities 2019: $0Net Assets 2019: $421,6152019Assets 2020: $548,055Liabilities 2020: $0Net Assets 2020: $548,0552020Assets 2021: $740,894Liabilities 2021: $0Net Assets 2021: $740,8942021Assets 2022: $883,400Liabilities 2022: $0Net Assets 2022: $883,4002022Assets 2023: $1,121,003Liabilities 2023: $0Net Assets 2023: $1,121,0032023Assets 2024: $1,722,345Liabilities 2024: $0Net Assets 2024: $1,722,3452024

Highlighted filing

2017

Assets$229,013
Liabilities$0
Net Assets$229,013

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2015: $79,572Expenses 2015: $30,432Net Income 2015: $49,1402015Revenue 2016: $112,063Expenses 2016: $67,618Net Income 2016: $44,4452016Revenue 2017: $125,318Expenses 2017: $75,014Net Income 2017: $50,3042017Revenue 2018: $190,616Expenses 2018: $85,359Net Income 2018: $105,2572018Revenue 2019: $185,528Expenses 2019: $124,887Net Income 2019: $60,6412019Revenue 2020: $155,068Expenses 2020: $78,889Net Income 2020: $76,1792020Revenue 2021: $272,248Expenses 2021: $131,299Net Income 2021: $140,9492021Revenue 2022: $383,749Expenses 2022: $187,109Net Income 2022: $196,6402022Revenue 2023: $361,493Expenses 2023: $190,226Net Income 2023: $171,2672023Revenue 2024: $736,742Expenses 2024: $176,445Net Income 2024: $560,2972024

Highlighted filing

2017

Revenue$125,318
Expenses$75,014
Net Income$50,304
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 26, 2018
Return Version
2017v2.3
Gross Receipts
$125,318
Mission and Program Overview

Mission

Aid in the development of the Peter White Public Library

Program Services

DescriptionGrantsExpenses
General Operations -financial aid to the Peter White Public Library for operating expenses.$57,769$1,919
Prime Time Program - family literacy reading program 6 weeks series$8,520-
Summer Reading Program - youth literacy program during the summer months$2,500-
KNAUS MEMORIAL - FINANCIAL AID TO PETER WHITE PUBLIC LIBRARY$1,785-
Garden Fund - financial aid for the Librarys grounds and gardens$1,379-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim JajichPresident-$0--
Heather SteltenpohlTreasurer-$0--
Allyn RobertsDirector-$0--
Laura PetrieDirector-$0--
Caroline JordanDirector-$0--
ANNE DONOHUEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Peter White Public Library Development Fund
EIN
38-3397775
Phone
9062289510
Address
217 N FRONT STREET, MARQUETTE, MI 49855

Signing Officer

Name
Heather Steltenpohl
Title
Treasurer
Signed
2018-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Thomson & Metivier Pc
Address
1901 W RIDGE STREET SUITE 1, MARQUETTE, MI 49855
Preparer
Patrick N Thomson
Phone
9062261979
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Garden Fund - financial aid for the Librarys grounds and gardens Grants and allocations 1,379, Program service expenses 0

Form 990-EZ, Part III, Line 31

KNAUS MEMORIAL - FINANCIAL AID TO PETER WHITE PUBLIC LIBRARY Grants and allocations 1,785, Program service expenses 0

Form 990-EZ, Part I, Line 10, Grants Paid

Activity GENERAL OPERATIONS, Grantee PETER WHITE PUBLIC LIBRARY 217 N. FRONT STREET MARQUETTE MI 49855, Cash Grant 57,769, Relationship

Form 990-EZ, Part I, Line 10, Grants Paid

Activity PRIME TIME PROGRAM, Grantee PETER WHITE PUBLIC LIBRARY 217 N. FRONT STREET MARQUETTE MI 49855, Cash Grant 8,520, Relationship

Form 990-EZ, Part I, Line 16, Other Expenses

BANK SERVICE CHARGES 21

Form 990-EZ, Part I, Line 16, Other Expenses

PROFESSIONAL FEES 695

Form 990-EZ, Part I, Line 16, Other Expenses

SALES TAXES 1,177

Form 990-EZ, Part I, Line 16, Other Expenses

INVESTMENT FEES 1,142

Form 990-EZ, Part I, Line 16, Other Expenses

OFFICE EXPENSES 26

Form 990-EZ, Part I, Line 20, Net Assets

Unrealized gain on investments 23,052

Raw XML Appendix177 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allyn Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Petrie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Caroline Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNE DONOHUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt023052
IRS990EZ/OtherExpensesTotalAmt03061
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Aid in the development of the Peter White Public Library
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0General Operations -financial aid to the Peter White Public Library for operating expenses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Prime Time Program - family literacy reading program 6 weeks series
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Summer Reading Program - youth literacy program during the summer months
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Garden Fund - financial aid for the Librarys grounds and gardens
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4KNAUS MEMORIAL - FINANCIAL AID TO PETER WHITE PUBLIC LIBRARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt057769
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18520
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31379
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt41785
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IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt075014
IRS990EZ/TotalProgramServiceExpensesAmt01919
IRS990EZ/TotalRevenueAmt0125318
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http//www.uproc.lib.mi.us/pwplinfo/
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0386004521
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt071953
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Peter White Public Library
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt071953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Garden Fund - financial aid for the Librarys grounds and gardens Grants and allocations 1,379, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KNAUS MEMORIAL - FINANCIAL AID TO PETER WHITE PUBLIC LIBRARY Grants and allocations 1,785, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity GENERAL OPERATIONS, Grantee PETER WHITE PUBLIC LIBRARY 217 N. FRONT STREET MARQUETTE MI 49855, Cash Grant 57,769, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity PRIME TIME PROGRAM, Grantee PETER WHITE PUBLIC LIBRARY 217 N. FRONT STREET MARQUETTE MI 49855, Cash Grant 8,520, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK SERVICE CHARGES 21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL FEES 695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SALES TAXES 1,177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INVESTMENT FEES 1,142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE EXPENSES 26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Unrealized gain on investments 23,052
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER STELTENPOHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER WHITE PUBLIC LIBRARY DEVELOPMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0383397775
ReturnHeader/Filer/PhoneNum09062289510
ReturnHeader/Filer/USAddress/AddressLine1Txt0217 N FRONT STREET
ReturnHeader/Filer/USAddress/CityNm0MARQUETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049855
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C99070243B6900452F903CAAA6876AAE85E2AC86
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.13.98.242
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:18:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMSON & METIVIER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01901 W RIDGE STREET SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARQUETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049855
ReturnHeader/PreparerPersonGrp/PhoneNum09062261979
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK N THOMSON
ReturnHeader/ReturnTs02018-10-26T03:41:27-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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