Civic Intelligence

William T and Frances a Little Foundation

990PF • Fiscal year 2019 • EIN 38-3443723

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization Profile
4415 Duke Street Suite 1-eKalamazoo, MI 49008

(269) 344-6143

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

1st percentile

-76%

Faster asset growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-2.9%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$166,774

Down $541,889 (-76%) from 2018

Net Assets

Down

$166,774

Down $541,889 (-76%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Down

$1,467,704

Down $44,175 (-2.9%) from 2018

Expenses

Down

$2,004,430

Down $14,330 (-0.7%) from 2018

Net Income

Down

-$536,726

Down $29,845 (-5.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$300M$200M$100M$0Assets 2010: $340,873Liabilities 2010: $0Net Assets 2010: $340,8732010Assets 2011: $297,687Liabilities 2011: $0Net Assets 2011: $297,6872011Assets 2012: $357,460Liabilities 2012: $0Net Assets 2012: $357,4602012Assets 2013: $367,258Liabilities 2013: $1Net Assets 2013: $367,2582013Assets 2014: $384,236Liabilities 2014: $02014Assets 2015: $501,992Liabilities 2015: $1Net Assets 2015: $501,9922015Assets 2016: $816,216Liabilities 2016: $0Net Assets 2016: $816,2162016Assets 2017: $811,788Liabilities 2017: $0Net Assets 2017: $811,7882017Assets 2018: $708,663Liabilities 2018: $0Net Assets 2018: $708,6632018Assets 2019: $166,774Liabilities 2019: $1Net Assets 2019: $166,7742019Assets 2020: $113,543Liabilities 2020: $1Net Assets 2020: $113,5432020Assets 2021: $11,702,405Liabilities 2021: $1Net Assets 2021: $11,702,4052021Assets 2022: $18,667,889Liabilities 2022: $1Net Assets 2022: $18,667,8892022Assets 2023: $22,593,553Liabilities 2023: $1Net Assets 2023: $22,593,5532023Assets 2024: $261,776,703Liabilities 2024: $0Net Assets 2024: $261,776,7032024

Highlighted filing

2019

Assets$166,774
Liabilities$1
Net Assets$166,774
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

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

$300M$200M$100M$0-$100MExpenses 2010: $5,9632010Expenses 2011: $19,1092011Expenses 2012: $15,7552012Revenue 2013: $27,923Expenses 2013: $18,125Net Income 2013: $9,7982013Revenue 2014: $49,337Expenses 2014: $32,359Net Income 2014: $16,9782014Revenue 2015: $137,680Expenses 2015: $19,924Net Income 2015: $117,7562015Revenue 2016: $2,095,130Expenses 2016: $1,780,906Net Income 2016: $314,2242016Revenue 2017: $6,136Expenses 2017: $10,564Net Income 2017: -$4,4282017Revenue 2018: $1,511,879Expenses 2018: $2,018,760Net Income 2018: -$506,8812018Revenue 2019: $1,467,704Expenses 2019: $2,004,430Net Income 2019: -$536,7262019Revenue 2020: $1,950,475Expenses 2020: $2,007,870Net Income 2020: -$57,3952020Revenue 2021: $13,614,004Expenses 2021: $2,025,142Net Income 2021: $11,588,8622021Revenue 2022: $6,973,849Expenses 2022: $8,365Net Income 2022: $6,965,4842022Revenue 2023: $3,955,047Expenses 2023: $29,383Net Income 2023: $3,925,6642023Revenue 2024: $239,341,768Expenses 2024: $158,618Net Income 2024: $239,183,1502024

Highlighted filing

2019

Revenue$1,467,704
Expenses$2,004,430
Net Income-$536,726
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM TEDROW LITTLEDirector-$0--
FRANCES A LITTLEPresident/Secretary/Treasu-$0--
JAMES M ELSWORTHDirector-$0--
Filing and Contact Details

Filer

Filer Name
William T and Frances a Little
EIN
38-3443723
Phone
2693446143
Address
4415 DUKE STREET SUITE 1-E, KALAMAZOO, MI 49008

Signing Officer

Name
Frances a Little
Title
President
Phone
2693446143
Signed
2020-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Jason J Durant CPA
Phone
2695674500
Raw XML Appendix343 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM TEDROW LITTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRANCES A LITTLE
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0BRIEF DESCRIPTION AND BUDGET FOR PROGRAM THAT GRANT IS INTENDED TO FUND.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FRANCES A LITTLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02693446143
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04415 DUKE STREET SUITE 1-E
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0KALAMAZOO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd049008
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0INDIVIDUALS ARE INELIGIBLE TO RECEIVE GRANTS OR LOANS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM TEDROW LITTLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1FRANCES A LITTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt03999980
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0CHOATE ROSEMARY HALL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0333 CHRISTIAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0WALLINGFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd006492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHOATE ROSEMARY HALL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0333 CHRISTIAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WALLINGFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006492
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt03999980
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010878
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01971312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01907941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05870600
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01991347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01971312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01907941
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02002225
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01991347
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05870600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03879253
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRANCES A LITTLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01941 LENMORE DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH GARDENS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033410
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01467500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01467500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc05 SHS BERKSHIRE HATHAWAY CLASS A
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-01-05
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0105
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0210
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0105
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05163
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON GRANT OF STOCK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MI ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCES A LITTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02693446143
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM T AND FRANCES A LITTLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0383443723
ReturnHeader/Filer/PhoneNum02693446143
ReturnHeader/Filer/USAddress/AddressLine1Txt04415 DUKE STREET SUITE 1-E
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 TRADE CENTRE WAY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049002
ReturnHeader/PreparerPersonGrp/PhoneNum02695674500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J DURANT CPA
ReturnHeader/ReturnTs02020-08-10T08:31:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,774
Liabilities
$1
Net assets
$166,774
Revenue
$1,467,704
Expenses
$2,004,430
Net income
-$536,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$262$0.00$262$239$0.16$239
2023Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$3.96$0.03$3.93
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$0.00$18.7$6.97$0.01$6.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$13.6$2.03$11.6
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.95$2.01$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.47$2.00$0.54
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.51$2.02$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.01$0.01$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$2.10$1.78$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.14$0.02$0.12
2014Summary only. Only limited summary data is available for this year.$0.38$0.00$0.05$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.03$0.02$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01