Civic Intelligence

Charles Hackley Trust FBO

EIN 38-6051400 • 501(c)3 • Cincinnati, OH

Profile

Trust assets are invested to promote income to be distributed to the charities named in the governing instrument.

PO Box 630858Cincinnati, OH 45263-0858

n/A

Siviq Scores

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

Liabilities / Assets

94th percentile

0.00x

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

4947(a)1 • $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

9th percentile

-58%

Higher net margin than 9% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$57,043

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Asset Growth

3rd percentile

-5.3%

Faster asset growth than 3% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

2.2%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$2,652,560

Down $148,395 (-5.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,652,560

Down $148,395 (-5.3%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin9th percentile

Revenue

Up

$254,224

Up $5,533 (+2.2%) from 2024

Expenses

Down

$402,619

Down $9,404 (-2.3%) from 2024

Net Income

Up

-$148,395

Up $14,937 (+9.1%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,324,545Liabilities 2011: $0Net Assets 2011: $4,324,5452011Assets 2014: $4,114,302Liabilities 2014: $0Net Assets 2014: $4,114,3022014Assets 2015: $4,291,701Liabilities 2015: $0Net Assets 2015: $4,291,7012015Assets 2017: $4,139,460Liabilities 2017: $0Net Assets 2017: $4,139,4602017Assets 2018: $3,981,637Liabilities 2018: $0Net Assets 2018: $3,981,6372018Assets 2020: $3,569,968Liabilities 2020: $0Net Assets 2020: $3,569,9682020Assets 2021: $3,556,263Liabilities 2021: $0Net Assets 2021: $3,556,2632021Assets 2022: $3,246,345Liabilities 2022: $0Net Assets 2022: $3,246,3452022Assets 2023: $2,964,293Liabilities 2023: $0Net Assets 2023: $2,964,2932023Assets 2024: $2,800,955Liabilities 2024: $0Net Assets 2024: $2,800,9552024Assets 2025: $2,652,560Liabilities 2025: $0Net Assets 2025: $2,652,5602025

Highlighted filing

2025

Assets$2,652,560
Liabilities$0
Net Assets$2,652,560
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $303,0882011Revenue 2014: $228,186Expenses 2014: $343,540Net Income 2014: -$115,3542014Revenue 2015: $559,156Expenses 2015: $381,757Net Income 2015: $177,3992015Revenue 2017: $450,951Expenses 2017: $364,228Net Income 2017: $86,7232017Revenue 2018: $190,071Expenses 2018: $347,894Net Income 2018: -$157,8232018Revenue 2020: $121,773Expenses 2020: $335,232Net Income 2020: -$213,4592020Revenue 2021: $359,589Expenses 2021: $373,294Net Income 2021: -$13,7052021Revenue 2022: $285,273Expenses 2022: $595,181Net Income 2022: -$309,9082022Revenue 2023: $195,619Expenses 2023: $477,675Net Income 2023: -$282,0562023Revenue 2024: $248,691Expenses 2024: $412,023Net Income 2024: -$163,3322024Revenue 2025: $254,224Expenses 2025: $402,619Net Income 2025: -$148,3952025

Highlighted filing

2025

Revenue$254,224
Expenses$402,619
Net Income-$148,395
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,652,560
Liabilities
$0
Net assets
$2,652,560
Revenue
$254,224
Expenses
$402,619
Net income
-$148,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.25$0.40$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.25$0.41$0.16
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.00$2.96$0.20$0.48$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$0.29$0.60$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.36$0.37$0.01
2020Summary only. Only limited summary data is available for this year.$3.57$0.00$3.57$0.12$0.34$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.19$0.35$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.45$0.36$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$0.56$0.38$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.23$0.34$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.00$4.32$0.30
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 25, 2023
Return Version
2022v5.0
Gross Receipts
$1,045,776
Mission and Program Overview

Mission

Trust assets are invested to promote income to be distributed to the charities named in the governing instrument.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,246,345$2,964,293▼ $282,052
Investments in Publicly Traded Securities$3,173,579$2,824,236▼ $349,343
Savings and Temporary Cash Investments$72,765$140,056▲ $67,291
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Total Assets$3,246,345$2,964,293▼ $282,052
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,246,345$2,964,293▼ $282,052
Total Liabilities and Net Assets / Fund Balance$3,246,345$2,964,293▼ $282,052
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$51,166$51,166
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$195,619
Other Revenue
$0
Change in Net Assets
$-282,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$424,140
Salaries, Compensation, and Employee Benefits$51,166
Other Expenses$2,369
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$424,140--$424,140
Current Officers, Directors, Trustees, and Key Employees-$51,166-$51,166
Other Expenses-$1,194-$1,194
Fees for Services Accounting-$1,175-$1,175
Total Functional Expenses$424,140$53,535$0$477,675
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Muskegon Public SchoolsMuskegon, MI-Grants are made to organizations named in the governing document to be used for the purposes and programs established by the trust instrument. No unsolicited requests for funds are accepted.$424,140
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by a tax officer of the trustee.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“At each annual meeting the members of the trustee oversight council prepared and disclosed annual conflict of interests. As grantee organizations were discussed a trustee member would recuse themselves from voting if a conflict was present and the conflict would be noted in the minutes. At this time, no member has a conflict of interest with the grantees of the chas hackley fbo muskegon public schools trust.”

Form 990, Page 6, Part VI, Line 19

“Forms are available upon written request to the organization”

Filing and Contact Details

Filer

Filer Name
Chas Hackley Fbo Muskegon Public Schools
EIN
38-6051400
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2023-07-25
Discuss with paid preparer
Yes

Organization Details

Formed
1906
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“ROUNDING”

Raw XML Appendix320 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TRUST ASSETS ARE INVESTED TO PROMOTE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING INSTRUMENT.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK NA
IRS990/BooksInCareOfDetail/PhoneNum05135347001
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt038 FOUNTAIN SQUARE PLAZA MD1090VD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045202
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03246345
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02964293
IRS990/CashNonInterestBearingGrp/BOYAmt01
IRS990/CashNonInterestBearingGrp/EOYAmt01
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt051166
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt051166
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0424140
IRS990/CYInvestmentIncomeAmt0195619
IRS990/CYOtherExpensesAmt02369
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-282056
IRS990/CYSalariesCompEmpBnftPaidAmt051166
IRS990/CYTotalExpensesAmt0477675
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0195619
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTIONS TO MUSKEGON PUBLIC SCHOOLS AS DIRECTED BY THE GOVERNING DOCUMENT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0431815
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01175
IRS990/FeesForServicesAccountingGrp/TotalAmt01175
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0FIFTH THIRD BANK N A
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt051166
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01906
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt095749
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0424140
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0424140
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0424140
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0945906
IRS990/GrossReceiptsAmt01045776
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt099870
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt099870
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03173579
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02824236
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0850157
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TRUST ASSETS ARE INVESTED TO PROMOTE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING INSTRUMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03246345
IRS990/NetAssetsOrFundBalancesEOYAmt02964293
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt095749
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt095749
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt04
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES WITHHELD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01194
IRS990/OtherExpensesGrp/TotalAmt01194
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0540054
IRS990/PYInvestmentIncomeAmt0285273
IRS990/PYOtherExpensesAmt0838
IRS990/PYRevenuesLessExpensesAmt0-309908
IRS990/PYSalariesCompEmpBnftPaidAmt054289
IRS990/PYTotalExpensesAmt0595181
IRS990/PYTotalRevenueAmt0285273
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-282056
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072765
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140056
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0386002960
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0424140
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MUSKEGON PUBLIC SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0424140
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0424140
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Grants are made to organizations named in the governing document to be used for the purposes and programs established by the trust instrument. No unsolicited requests for funds are accepted.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MUSKEGON PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0386002960
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0630 HARVEY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MUSKEGON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049442
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSES AND PROGRAMS ESTABLISHED BY THE TRUST INSTRUMENT. NO UNSOLICITED REQUESTS FOR FUNDS ARE ACCEPTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH ANNUAL MEETING THE MEMBERS OF THE TRUSTEE OVERSIGHT COUNCIL PREPARED AND DISCLOSED ANNUAL CONFLICT OF INTERESTS. AS GRANTEE ORGANIZATIONS WERE DISCUSSED A TRUSTEE MEMBER WOULD RECUSE THEMSELVES FROM VOTING IF A CONFLICT WAS PRESENT AND THE CONFLICT WOULD BE NOTED IN THE MINUTES. AT THIS TIME, NO MEMBER HAS A CONFLICT OF INTEREST WITH THE GRANTEES OF THE CHAS HACKLEY FBO MUSKEGON PUBLIC SCHOOLS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORMS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MUSKEGON PUBLIC SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0386002960
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0630 HARVEY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MUSKEGON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd049442
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0424140
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MUSKEGON PUBLIC SCHOOLS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03246345
IRS990/TotalAssetsEOYAmt02964293
IRS990/TotalAssetsGrp/BOYAmt03246345
IRS990/TotalAssetsGrp/EOYAmt02964293
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053535
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0424140
IRS990/TotalFunctionalExpensesGrp/TotalAmt0477675
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03246345
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02964293
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0431815
IRS990/TotalReportableCompFromOrgAmt051166
IRS990/TotalRevenueGrp/ExclusionAmt0195619
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195619
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03246345
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02964293
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt038 FOUNTAIN SQUARE PLAZA
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045202
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05135345310
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAS HACKLEY FBO MUSKEGON PUBLIC SCHOOLS
ReturnHeader/Filer/BusinessNameControlTxt0HACK
ReturnHeader/Filer/EIN0386051400
ReturnHeader/Filer/PhoneNum05135345310
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 630858
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452630858
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02023-09-04T17:00:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits