Civic Intelligence

Wattles Family Foundation C/O Fisher Spiegel Kunkle & Gerber

EIN 38-3501111 • Kalamazoo, MI

2925 Oakland Drive Ste 317Kalamazoo, MI 49008
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

65th percentile

8.0%

Faster asset growth than 65% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

540%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,907,663

Up $215,350 (+8.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,907,663

Up $215,350 (+8.0%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

Up

$446,561

Up $376,750 (+540%) from 2024

Expenses

Up

$231,211

Up $25,681 (+12%) from 2024

Net Income

Up

$215,350

Up $351,069 (+259%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $291,997Liabilities 2010: $0Net Assets 2010: $291,9972010Assets 2011: $411,362Liabilities 2011: $12011Assets 2012: $645,648Liabilities 2012: $0Net Assets 2012: $645,6482012Assets 2013: $668,926Liabilities 2013: $1Net Assets 2013: $668,9262013Assets 2014: $611,932Liabilities 2014: $1Net Assets 2014: $611,9322014Assets 2015: $487,635Liabilities 2015: $1Net Assets 2015: $487,6352015Assets 2016: $505,045Liabilities 2016: $0Net Assets 2016: $505,0452016Assets 2017: $488,716Liabilities 2017: $0Net Assets 2017: $488,7162017Assets 2018: $436,438Liabilities 2018: $0Net Assets 2018: $436,4382018Assets 2019: $438,808Liabilities 2019: $1Net Assets 2019: $438,8082019Assets 2020: $519,038Liabilities 2020: $1Net Assets 2020: $519,0382020Assets 2021: $546,502Liabilities 2021: $1Net Assets 2021: $546,5022021Assets 2022: $2,946,899Liabilities 2022: $1Net Assets 2022: $2,946,8992022Assets 2023: $2,828,032Liabilities 2023: $1Net Assets 2023: $2,828,0322023Assets 2024: $2,692,313Liabilities 2024: $0Net Assets 2024: $2,692,3132024Assets 2025: $2,907,663Liabilities 2025: $0Net Assets 2025: $2,907,6632025

Highlighted filing

2025

Assets$2,907,663
Liabilities$0
Net Assets$2,907,663
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $141,0852010Revenue 2011: $285,031Expenses 2011: $155,086Net Income 2011: $129,9452011Expenses 2012: $118,4282012Revenue 2013: $132,872Expenses 2013: $109,594Net Income 2013: $23,2782013Revenue 2014: $211,302Expenses 2014: $173,580Net Income 2014: $37,7222014Revenue 2015: $276,613Expenses 2015: $299,149Net Income 2015: -$22,5362015Revenue 2016: $167,327Expenses 2016: $95,700Net Income 2016: $71,6272016Revenue 2017: $116,339Expenses 2017: $83,719Net Income 2017: $32,6202017Revenue 2018: $69,028Expenses 2018: $69,468Net Income 2018: -$4402018Revenue 2019: $22,272Expenses 2019: $19,902Net Income 2019: $2,3702019Revenue 2020: $114,948Expenses 2020: $34,718Net Income 2020: $80,2302020Revenue 2021: $69,799Expenses 2021: $42,335Net Income 2021: $27,4642021Revenue 2022: $2,433,292Expenses 2022: $32,895Net Income 2022: $2,400,3972022Revenue 2023: $68,017Expenses 2023: $186,884Net Income 2023: -$118,8672023Revenue 2024: $69,811Expenses 2024: $205,530Net Income 2024: -$135,7192024Revenue 2025: $446,561Expenses 2025: $231,211Net Income 2025: $215,3502025

Highlighted filing

2025

Revenue$446,561
Expenses$231,211
Net Income$215,350
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,907,663
Liabilities
$0
Net assets
$2,907,663
Revenue
$446,561
Expenses
$231,211
Net income
$215,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.45$0.23$0.22
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.07$0.21$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.07$0.19$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$2.43$0.03$2.40
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.07$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.11$0.03$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.02$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.12$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.17$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.28$0.30$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.21$0.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.13$0.11$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.12
2011Summary only. Only limited summary data is available for this year.$0.41$0.00$0.29$0.16$0.13
2010Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 12, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE W BARNESPresident-$0--
CHARLES D WATTLESTreasurer-$0--
MARIAN KLEIN WATTLESSecretary-$0--
ROSEMARY WILLEYDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHEFF THERAPEUTIC RIDING CENTER CHEFF THERAPEUTIC RIDING CENTERRAISE THE ROOF CAMPAIGN-AUGUSTA, MI, US$50,000
Paid GrantKALAMAZOO COMMUNITY FOUNDATION KALAMAZOO COMMUNITY FOUNDATIONBARNES DONOR ADVISED FUND-KALAMAZOO, MI, US$39,000
Paid GrantKALAMAZOO COMMUNITY FOUNDATION KALAMAZOO COMMUNITY FOUNDATIONWATTLES/WILEY DONOR ADVISED FUND-KALAMAZOO, MI, US$39,000
Paid GrantKALAMAZOO LOAVES & FISHES KALAMAZOO LOAVES & FISHESGENERAL-KALAMAZOO, MI, US$25,000
Paid GrantFAMILY & CHILDREN SERVICES FAMILY & CHILDREN SERVICESSHERMAN LAKE CAMPERSHIP PROGRAM-KALAMAZOO, MI, US$15,000
Paid GrantINTL SOCIETY CHILD ABUSE NELGECT INTL SOCIETY CHILD ADBUSE NELGECTISPCAN NEXT FUND-GREENWOOD VILLAGE, CO, US$10,000
Paid GrantTHE GILMORE THE GILMORERISING STARS RECITALS-KALAMAZOO, MI, US$6,000
Paid GrantPRETTY LAKE CAMP PRETTY LAKE CAMPANNUAL FUND-MATTAWAN, MI, US$5,000
Paid GrantKVCC FOUNDATION KVCC FOUNDATIONSTG. BILL BECKER MARINE SCHOLARSHIP-KALAMAZOO, MI, US$5,000
Paid GrantSTONELEIGH BURHAM SCHOOL ANNUAL FUNDGENERAL-GREENFIELD, MA, US$5,000
Paid GrantBRONSON HOSPITAL FOUNDATION BRONSON HOSPITAL FOUNDATIONPATIENT ASSISTANCE-KALAMAZOO, MI, US$5,000
Paid GrantSTARA COLLORATION STARA COLLORATIONGENERAL-KALAMAZOO, MI, US$4,000
Paid GrantKALAMAZOO COMMUNITY FOUNDATION KALAMAZOO COMMUNITY FOUNDATIONACADEMY FOR BEHAVORIAL ACADEMIC-KALAMAZOO, MI, US$4,000
Paid GrantPIKES PEAK HABITAT HUMANITY PIKES PEAK HABITAT HUMANITYGENERAL-COLORADO SPRINGS, CO, US$3,000
Paid GrantWESTERN MICHIGAN UNIVERSITY WESTERN MICHIGAN UNIVERSITYROTC CADET FUND-KALAMAZOO, MI, US$2,500
Paid GrantDREAM OF KALAMAZOO FOUNDATION DREAM OF KALAMAZOO FOUNDATIONGENERAL-KALAMAZOO, MI, US$2,500
Paid GrantPORTAGE PUBLIC SAFETY FOUNDTATION PORTAGE PUBLIC SAFETY FDGENERAL-PORTAGE, MI, US$2,500
Filing and Contact Details

Filer

Filer Name
Wattles Family Foundation
EIN
38-3501111
Phone
2693538000
Address
2925 OAKLAND DRIVE STE 317, KALAMAZOO, MI 49008

Signing Officer

Name
Charles D Wattles
Title
Treasurer
Phone
2694888001
Signed
2026-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Fisher Spiegel Kunkle & Gerber Pllc
Address
4625 BECKLEY RD BLDG 400, BATTLE CREEK, MI 49015
Preparer
Doris J Kunkle
Phone
2699794102
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO BOX 3363
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14402 E MICHIGAN AVE

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