Civic Intelligence

Robert C and Bonnie Ann Larson Fund

990PF • Fiscal year 2024 • EIN 38-3532074

Dec 01, 2023 to Nov 30, 2024 • Filed on Feb 03, 2025

7075 Verde WayNaples, FL 34108

(248) 644-4150

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

88th percentile

39%

Faster asset growth than 88% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

87%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$576,412

Up $160,899 (+39%) from 2023

Net Assets

Up

$576,412

Up $160,899 (+39%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$194,979

Up $90,587 (+87%) from 2023

Expenses

Down

$34,080

Down $39,425 (-54%) from 2023

Net Income

Up

$160,899

Up $130,012 (+421%) from 2023

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $31,371Liabilities 2011: $02011Assets 2012: $808,069Liabilities 2012: $0Net Assets 2012: $808,0692012Assets 2013: $875,265Liabilities 2013: $0Net Assets 2013: $875,2652013Assets 2014: $841,173Liabilities 2014: $0Net Assets 2014: $841,1732014Assets 2015: $733,650Liabilities 2015: $0Net Assets 2015: $733,6502015Assets 2016: $868,167Liabilities 2016: $0Net Assets 2016: $868,1672016Assets 2017: $284,062Liabilities 2017: $0Net Assets 2017: $284,0622017Assets 2018: $456,297Liabilities 2018: $0Net Assets 2018: $456,2972018Assets 2019: $600,597Liabilities 2019: $0Net Assets 2019: $600,5972019Assets 2020: $560,155Liabilities 2020: $0Net Assets 2020: $560,1552020Assets 2021: $392,447Liabilities 2021: $0Net Assets 2021: $392,4472021Assets 2022: $384,626Liabilities 2022: $0Net Assets 2022: $384,6262022Assets 2023: $415,513Liabilities 2023: $0Net Assets 2023: $415,5132023Assets 2024: $576,412Liabilities 2024: $0Net Assets 2024: $576,4122024

Highlighted filing

2024

Assets$576,412
Liabilities$0
Net Assets$576,412

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $1,000Expenses 2011: $111,000Net Income 2011: -$110,0002011Expenses 2012: $49,2652012Revenue 2013: $107,278Expenses 2013: $69,799Net Income 2013: $37,4792013Revenue 2014: $14,941Expenses 2014: $80,286Net Income 2014: -$65,3452014Revenue 2015: $16,065Expenses 2015: $111,725Net Income 2015: -$95,6602015Revenue 2016: $260,723Expenses 2016: $142,385Net Income 2016: $118,3382016Revenue 2017: $440,100Expenses 2017: $970,241Net Income 2017: -$530,1412017Revenue 2018: $307,314Expenses 2018: $137,921Net Income 2018: $169,3932018Revenue 2019: $316,879Expenses 2019: $172,601Net Income 2019: $144,2782019Revenue 2020: $148,334Expenses 2020: $187,405Net Income 2020: -$39,0712020Revenue 2021: $27,184Expenses 2021: $194,892Net Income 2021: -$167,7082021Revenue 2022: $51,967Expenses 2022: $59,788Net Income 2022: -$7,8212022Revenue 2023: $104,392Expenses 2023: $73,505Net Income 2023: $30,8872023Revenue 2024: $194,979Expenses 2024: $34,080Net Income 2024: $160,8992024

Highlighted filing

2024

Revenue$194,979
Expenses$34,080
Net Income$160,899
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Feb 3, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie Ann LarsonPresident, Director-$0--
Amy Blanding CunninghamVice President-$0--
Scott N BlandingVice President-$0--
Todd N BlandingVice President-$0--
Filing and Contact Details

Filer

Filer Name
Bonnie Ann Larson Charitable Fund
EIN
38-3532074
Phone
2486444150
Address
7075 Verde Way, Naples, FL 34108

Signing Officer

Name
Bonnie Larson
Title
President
Phone
2486444150
Signed
2025-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Cunningham & Assoc Advisory Serv PLLC
Address
1301 W Long Lake Road Suite 265, Troy, MI 48098-6319
Preparer
John W Cunningham
Phone
2489521502
Raw XML Appendix334 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1376351
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Ishares S&P 100 ETF
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Bonnie Ann Larson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Amy Blanding Cunningham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Scott N Blanding
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Todd N Blanding
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27075 Verde Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37075 Verde Way
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Bonnie A Larson
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02486444150
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07075 Verde Way
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Naples
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Public Support of the symphony orchestra.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Public Support of the Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Detroit Symphony Orchestra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Community Foundation SE Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03711 Woodward Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1333 W Fort St 2010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148226
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt027292
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0162004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0149412
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0150442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0150442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0396974
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0162004
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0149412
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030522
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03230
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0547416
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0544186
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bonnie A Larson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07075 Verde Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Naples
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034108
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0151475
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0149386
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0630 shares Technology Select Index
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-08
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01991
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01991
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonnie Larson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02486444150
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bonnie Ann Larson Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0BONN
ReturnHeader/Filer/EIN0383532074
ReturnHeader/Filer/PhoneNum02486444150
ReturnHeader/Filer/USAddress/AddressLine1Txt07075 Verde Way
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274451028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cunningham & Assoc Advisory Serv PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 W Long Lake Road Suite 265
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Troy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480986319
ReturnHeader/PreparerPersonGrp/PhoneNum02489521502
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W CUNNINGHAM
ReturnHeader/ReturnTs02025-02-13T10:19:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$1.95$0.34$1.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$1.04$0.74$0.31
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.85$0.00$3.85$0.52$0.60$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.27$1.95$1.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$1.48$1.87$0.39
2019Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$3.17$1.73$1.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$3.07$1.38$1.69
2017Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$4.40$9.70$5.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.00$8.68$2.61$1.42$1.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$0.00$7.34$0.16$1.12$0.96
2014Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.15$0.80$0.65
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.75$0.00$8.75$1.07$0.70$0.37
2012Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.49
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.01$1.11$1.10