Civic Intelligence

The Knowlton Foundation

990PF • Fiscal year 2018 • EIN 38-3506105

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

317 Grand RiverPort Huron, MI 48060

(810) 987-5441

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

63rd percentile

4.2%

Faster asset growth than 63% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

84%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$3,805,617

Up $152,317 (+4.2%) from 2017

Net Assets

Up

$3,805,617

Up $152,317 (+4.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$289,835

Up $131,963 (+84%) from 2017

Expenses

Up

$137,518

Up $41,863 (+44%) from 2017

Net Income

Up

$152,317

Up $90,100 (+145%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,237,085Liabilities 2010: $0Net Assets 2010: $2,237,0852010Assets 2011: $2,266,006Liabilities 2011: $0Net Assets 2011: $2,266,0062011Assets 2012: $2,215,427Liabilities 2012: $0Net Assets 2012: $2,215,4272012Assets 2013: $2,244,274Liabilities 2013: $1Net Assets 2013: $2,244,2742013Assets 2014: $2,255,630Liabilities 2014: $1Net Assets 2014: $2,255,6302014Assets 2015: $3,572,629Liabilities 2015: $1Net Assets 2015: $3,572,6292015Assets 2016: $3,591,083Liabilities 2016: $0Net Assets 2016: $3,591,0832016Assets 2017: $3,653,300Liabilities 2017: $0Net Assets 2017: $3,653,3002017Assets 2018: $3,805,617Liabilities 2018: $0Net Assets 2018: $3,805,6172018Assets 2019: $3,729,393Liabilities 2019: $1Net Assets 2019: $3,729,3932019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$3,805,617
Liabilities$0
Net Assets$3,805,617

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $88,1122010Expenses 2011: $78,4902011Expenses 2012: $146,6152012Revenue 2013: $74,588Expenses 2013: $92,824Net Income 2013: -$18,2362013Revenue 2014: $113,483Expenses 2014: $101,371Net Income 2014: $12,1122014Revenue 2015: $1,412,243Expenses 2015: $95,244Net Income 2015: $1,316,9992015Revenue 2016: $121,297Expenses 2016: $102,843Net Income 2016: $18,4542016Revenue 2017: $157,872Expenses 2017: $95,655Net Income 2017: $62,2172017Revenue 2018: $289,835Expenses 2018: $137,518Net Income 2018: $152,3172018Revenue 2019: $85,287Expenses 2019: $161,511Net Income 2019: -$76,2242019Revenue 2020: $110,544Expenses 2020: $3,839,937Net Income 2020: -$3,729,3932020

Highlighted filing

2018

Revenue$289,835
Expenses$137,518
Net Income$152,317
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES J KNOWLTONTrusteePT$0--
JUDITH A KNOWLTONTrustee And TreasurerPT$0--
SUZANNE A BARKHOUSETrustee And SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Knowlton Foundation
EIN
38-3506105
Phone
8109875441
Address
317 GRAND RIVER, PORT HURON, MI 48060

Signing Officer

Name
Charles J Knowlton
Title
Trustee
Phone
8109875441
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Frohm Kelley Butler & Ryan Pc
Address
333 FORT STREET, PORT HURON, MI 48060
Preparer
Ryan Kreger
Phone
8109872727
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02043
IRS990PF/FMVAssetsEOYAmt03575350
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt022540
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033537
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt033537
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0403875
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01320626
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0956689
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0916751
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0916751
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02463466
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02788552
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02558285
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03653300
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03805617
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0210405
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt066577
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt066577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03653300
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03805617
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03575350
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03653300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03805617
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03653300
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03805617
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02777493
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0197136
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02281177
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041662
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0299180
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0136792
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02735831
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02777493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES J KNOWLTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH A KNOWLTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUZANNE A BARKHOUSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE AND TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE AND SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02444 STRAWBERRY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13009 VINCENT RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22534 STRAWBERRY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORT HURON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PORT HURON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd248060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt050846
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0265816
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt058645
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt04418
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0151907
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt043219
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0225944
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt049848
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt03755
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0129121
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/CurrentYearAmt04894
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt04894
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt059716
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt086862
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt027146
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt059716
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt086862
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt027146
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/CurrentYearAmt04894
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt04894
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.001986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.009932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02735831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02612047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt088359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04900341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02226323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02201665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt059716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.009932
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt057310
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt059716
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02406
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt059716
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST EARNED ON TEMPORARY CASH
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1DIVIDENDS EARNED ON INVESTMENTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00

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