Civic Intelligence

Philip & Joane Riley Foundation

EIN 38-3573766 • Clarklake, MI

401 Oakwood AveClarklake, MI 49234
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$189,014

Up $7,023 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$189,014

Up $7,023 (+3.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin87th percentile

Revenue

Up

$15,727

Up $1,606 (+11%) from 2023

Expenses

Up

$8,704

Up $851 (+11%) from 2023

Net Income

Up

$7,023

Up $755 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$300K$200K$100K$0Assets 2011: $46,946Liabilities 2011: $02011Assets 2012: $50,127Liabilities 2012: $0Net Assets 2012: $50,1272012Assets 2013: $61,606Liabilities 2013: $0Net Assets 2013: $61,6062013Assets 2014: $65,722Liabilities 2014: $0Net Assets 2014: $65,7222014Assets 2015: $126,621Liabilities 2015: $0Net Assets 2015: $126,6212015Assets 2016: $112,985Liabilities 2016: $0Net Assets 2016: $112,9852016Assets 2017: $110,960Liabilities 2017: $0Net Assets 2017: $110,9602017Assets 2018: $95,424Liabilities 2018: $0Net Assets 2018: $95,4242018Assets 2019: $104,558Liabilities 2019: $0Net Assets 2019: $104,5582019Assets 2020: $102,889Liabilities 2020: $0Net Assets 2020: $102,8892020Assets 2021: $118,773Liabilities 2021: $0Net Assets 2021: $118,7732021Assets 2022: $205,723Liabilities 2022: $0Net Assets 2022: $205,7232022Assets 2023: $181,991Liabilities 2023: $0Net Assets 2023: $181,9912023Assets 2024: $189,014Liabilities 2024: $0Net Assets 2024: $189,0142024

Highlighted filing

2024

Assets$189,014
Liabilities$0
Net Assets$189,014
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $32,970Expenses 2011: $31,304Net Income 2011: $1,6662011Expenses 2012: $31,1552012Revenue 2013: $12,602Expenses 2013: $1,123Net Income 2013: $11,4792013Revenue 2014: $37,979Expenses 2014: $33,863Net Income 2014: $4,1162014Revenue 2015: $92,228Expenses 2015: $31,329Net Income 2015: $60,8992015Revenue 2016: $45,574Expenses 2016: $39,772Net Income 2016: $5,8022016Revenue 2017: $29,416Expenses 2017: $31,441Net Income 2017: -$2,0252017Revenue 2018: $7,167Expenses 2018: $22,703Net Income 2018: -$15,5362018Revenue 2019: $45,706Expenses 2019: $36,572Net Income 2019: $9,1342019Revenue 2020: $35,825Expenses 2020: $37,494Net Income 2020: -$1,6692020Revenue 2021: $35,271Expenses 2021: $19,387Net Income 2021: $15,8842021Revenue 2022: $104,172Expenses 2022: $17,222Net Income 2022: $86,9502022Revenue 2023: $14,121Expenses 2023: $7,853Net Income 2023: $6,2682023Revenue 2024: $15,727Expenses 2024: $8,704Net Income 2024: $7,0232024

Highlighted filing

2024

Revenue$15,727
Expenses$8,704
Net Income$7,023
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$189,014
Liabilities
$0
Net assets
$189,014
Revenue
$15,727
Expenses
$8,704
Net income
$7,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.16$0.09$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.14$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$1.04$0.17$0.87
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.35$0.19$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.36$0.37$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.46$0.37$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.07$0.23$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.29$0.31$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.46$0.40$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.92$0.31$0.61
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.38$0.34$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.62$0.00$0.62$0.13$0.01$0.11
2012Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.31
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.33$0.31$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 27, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA RILEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSLU MED SCH DEVELOPMENTEDUCATIONPRIVATEST LOUIS, MO, US$10,000
Paid GrantLUMEN CHRISTI DEVELOPMENT OFFICEEDUCATIONRELIGIOUSJACKSON, MI, US$5,000
Filing and Contact Details

Filer

Filer Name
Philip & Joane Riley Foundation
EIN
38-3573766
Phone
5177407529
Address
401 OAKWOOD AVE, CLARKLAKE, MI 49234

Signing Officer

Name
Lisa Riley
Title
Trustee
Phone
5177407529
Signed
2023-04-27

Preparer

Firm
Bond & Company Plc
Address
113 WEST MICHIGAN AVENUE SUITE 301, JACKSON, MI 49201
Preparer
Patrick T Walz
Phone
5177898900
Raw XML Appendix323 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114497
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31740
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt815414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92015
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22VANGUARD GROWTH ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25VANGUARD MID CAP VALUE ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30WALMART STORES
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LISA RILEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0401 OAKWOOD AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLARKLAKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049234
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05177407529
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SLU MED SCH DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LUMEN CHRISTI DEVELOPMENT OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01402 S GRAND BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13483 SPRING ARBOR RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08767
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073281
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09591
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06233
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt093452
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt087219
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01310
TaxesSchedule/TaxesDetail/Amt0144
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0144
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA RILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05177407529
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILIP & JOANE RILEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0383573766
ReturnHeader/Filer/PhoneNum05177407529
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 OAKWOOD AVE
ReturnHeader/Filer/USAddress/CityNm0CLARKLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049234
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470899021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOND & COMPANY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0113 WEST MICHIGAN AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049201
ReturnHeader/PreparerPersonGrp/PhoneNum05177898900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK T WALZ
ReturnHeader/ReturnTs02023-05-01T15:06:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RILEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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