Civic Intelligence

Benjamin & Marion Bregi Foundation Inc.

990PF • Fiscal year 2021 • EIN 38-3507162

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

15149 Dunn DriveTraverse City, MI 49686

(231) 223-4167

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

40th percentile

7.6%

Higher net margin than 40% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

0.7%

Faster asset growth than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

454%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,038,573

Up $7,077 (+0.7%) from 2020

Net Assets

Up

$1,038,573

Up $7,077 (+0.7%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue

Up

$117,953

Up $96,665 (+454%) from 2020

Expenses

Up

$109,023

Up $32,796 (+43%) from 2020

Net Income

Up

$8,930

Up $63,869 (+116%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $403,124Liabilities 2011: $02011Assets 2012: $308,702Liabilities 2012: $02012Assets 2013: $317,290Liabilities 2013: $02013Assets 2014: $331,362Liabilities 2014: $02014Assets 2015: $288,187Liabilities 2015: $02015Assets 2019: $1,090,629Liabilities 2019: $02019Assets 2020: $1,031,496Liabilities 2020: $0Net Assets 2020: $1,031,4962020Assets 2021: $1,038,573Liabilities 2021: $1Net Assets 2021: $1,038,5732021Assets 2022: $959,103Liabilities 2022: $0Net Assets 2022: $959,1032022Assets 2023: $861,398Liabilities 2023: $0Net Assets 2023: $861,3982023Assets 2024: $841,846Liabilities 2024: $0Net Assets 2024: $841,8462024

Highlighted filing

2021

Assets$1,038,573
Liabilities$1
Net Assets$1,038,573

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $53,657Expenses 2011: $29,527Net Income 2011: $24,1302011Revenue 2012: $64,162Expenses 2012: $40,740Net Income 2012: $23,4222012Revenue 2013: $50,882Expenses 2013: $42,294Net Income 2013: $8,5882013Revenue 2014: $52,037Expenses 2014: $37,965Net Income 2014: $14,0722014Revenue 2015: -$387Expenses 2015: $37,294Net Income 2015: -$37,6812015Revenue 2019: $161,275Expenses 2019: $98,059Net Income 2019: $63,2162019Revenue 2020: $21,288Expenses 2020: $76,227Net Income 2020: -$54,9392020Revenue 2021: $117,953Expenses 2021: $109,023Net Income 2021: $8,9302021Revenue 2022: $34,389Expenses 2022: $112,457Net Income 2022: -$78,0682022Revenue 2023: $11,154Expenses 2023: $108,886Net Income 2023: -$97,7322023Revenue 2024: $89,956Expenses 2024: $109,155Net Income 2024: -$19,1992024

Highlighted filing

2021

Revenue$117,953
Expenses$109,023
Net Income$8,930
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Curtis DeRooSecretary-$0--
Nancy Bregi ZimmerPresident-$0--
James F Bregi SrVice President-$0--
Filing and Contact Details

Filer

Filer Name
Benjamin & Marion Bregi Foundation Inc
EIN
38-3507162
Phone
2312234167
Address
15149 Dunn Drive, Traverse City, MI 49686

Signing Officer

Name
Curtis DeRoo
Title
Secretary
Signed
2022-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Kerr Russell and Weber PLC
Address
500 Woodward Ave Ste 2500, Detroit, MI 48226
Preparer
Cody Attisha
Phone
3139610200
Raw XML Appendix372 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NW Mich College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Piet Oudolf Gardens co Belle Isle C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Providence Farms Community Foundati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Belle Isle Aquarium co Belle Isle C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5The Lift Garage
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Amer Gear Manufacaturer's Assoc Fou
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Code Savvy Atten Jean Weiss Exec Di
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01200 West Broadway 180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11701 East Front St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 River Place Dr Suite 2800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3400 Central Avenue Suite 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4300 River Place Dr Suite 2800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52401 East Lake Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61001 North Fairfax Street Suite 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 16628
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Traverse City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Northfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Alexandria
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7St Louis Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149686
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd448207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd555406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd755416
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064769
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011818
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074035
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011818
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026141
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020170
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078193
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013424
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0102335
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt088911
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Kerr, Russell and Weber, PLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0633
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0633
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01853
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Misc
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Council of Mich Foundations Membership
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Michigan non-profit annual report
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1390
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1390
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Capital gain distribution
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04265
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04265
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013229
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Merrill Lynch, Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013229
TaxesSchedule/TaxesDetail/Amt094
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt094
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Curtis DeRoo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Benjamin & Marion Bregi Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BENJ
ReturnHeader/Filer/EIN0383507162
ReturnHeader/Filer/PhoneNum02312234167
ReturnHeader/Filer/USAddress/AddressLine1Txt015149 Dunn Drive
ReturnHeader/Filer/USAddress/CityNm0Traverse City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049686
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381348691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kerr Russell and Weber PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 Woodward Ave Ste 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Detroit
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048226
ReturnHeader/PreparerPersonGrp/PhoneNum03139610200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cody Attisha
ReturnHeader/ReturnTs02022-05-02T07:24:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Curtis
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DeRoo
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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