Civic Intelligence

John E Fetzer Institute Inc.

990PF • Fiscal year 2014 • EIN 38-6052788

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 02, 2014

9292 West KL AvenueSuiteKalamazoo, MI 49009-5316

(269) 375-2000

Siviq Scores

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

Liabilities / Assets

13th percentile

0.02x

Higher debt load relative to assets than 13% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.29x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Net Margin

87th percentile

32%

Higher net margin than 87% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

42nd percentile

$517,171

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2014 filings • $250M-$1B nonprofits • Source year 2014

Asset Growth

84th percentile

15%

Faster asset growth than 84% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

80%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Assets

Up

$532,800,038

Up $69,854,384 (+15%) from 2013

Net Assets

Up

$524,215,322

Up $69,640,447 (+15%) from 2013

Liabilities

Up

$8,584,716

Up $213,937 (+2.6%) from 2013

Revenue

Up

$30,091,841

Up $13,391,060 (+80%) from 2013

Expenses

Down

$20,519,084

Down $9,241,321 (-31%) from 2013

Net Income

Up

$9,572,757

Up $22,632,381 (+173%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0B$500M$0Assets 2011: $442,277,957Liabilities 2011: $4,798,742Net Assets 2011: $437,479,2152011Assets 2012: $419,435,133Liabilities 2012: $4,788,241Net Assets 2012: $414,646,8922012Assets 2013: $462,945,654Liabilities 2013: $8,370,779Net Assets 2013: $454,574,8752013Assets 2014: $532,800,038Liabilities 2014: $8,584,716Net Assets 2014: $524,215,3222014Assets 2015: $532,624,243Liabilities 2015: $8,283,879Net Assets 2015: $524,340,3642015Assets 2016: $517,023,002Liabilities 2016: $7,454,225Net Assets 2016: $509,568,7772016Assets 2017: $564,188,685Liabilities 2017: $8,632,019Net Assets 2017: $555,556,6662017Assets 2018: $585,747,720Liabilities 2018: $9,082,331Net Assets 2018: $576,665,3892018Assets 2019: $582,119,447Liabilities 2019: $10,777,626Net Assets 2019: $571,341,8212019Assets 2020: $566,056,454Liabilities 2020: $9,311,865Net Assets 2020: $556,744,5892020Assets 2021: $817,338,424Liabilities 2021: $19,401,134Net Assets 2021: $797,937,2902021Assets 2022: $713,343,604Liabilities 2022: $23,225,282Net Assets 2022: $690,118,3222022Assets 2023: $737,848,783Liabilities 2023: $14,798,9682023Assets 2025: $829,605,467Liabilities 2025: $16,869,974Net Assets 2025: $812,735,4932025

Highlighted filing

2014

Assets$532,800,038
Liabilities$8,584,716
Net Assets$524,215,322

Operations Trend

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

$200M$150M$100M$50M$0-$50MExpenses 2011: $22,621,8632011Expenses 2012: $20,984,4032012Revenue 2013: $16,700,781Expenses 2013: $29,760,405Net Income 2013: -$13,059,6242013Revenue 2014: $30,091,841Expenses 2014: $20,519,084Net Income 2014: $9,572,7572014Revenue 2015: $29,016,346Expenses 2015: $18,004,279Net Income 2015: $11,012,0672015Revenue 2016: $20,667,014Expenses 2016: $15,514,527Net Income 2016: $5,152,4872016Revenue 2017: $20,306,752Expenses 2017: $27,075,251Net Income 2017: -$6,768,4992017Revenue 2018: $26,488,724Expenses 2018: $21,816,809Net Income 2018: $4,671,9152018Revenue 2019: $47,381,857Expenses 2019: $26,221,998Net Income 2019: $21,159,8592019Revenue 2020: $15,333,021Expenses 2020: $25,124,699Net Income 2020: -$9,791,6782020Revenue 2021: $156,370,461Expenses 2021: $35,942,590Net Income 2021: $120,427,8712021Revenue 2022: $26,097,700Expenses 2022: $45,394,736Net Income 2022: -$19,297,0362022Revenue 2023: $11,720,889Expenses 2023: $33,818,237Net Income 2023: -$22,097,3482023Revenue 2025: $66,056,992Expenses 2025: $42,404,194Net Income 2025: $23,652,7982025

Highlighted filing

2014

Revenue$30,091,841
Expenses$20,519,084
Net Income$9,572,757
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 2, 2014
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BOISTUREPresident & TrusteeFT$424,531$92,640$517,171
ROBERT F LEHMANPres Emeritus, Chair & TrusteeFT$285,547$51,841$337,388
CHRISTINA M ADAMSAssistant TreasurerFT$224,288$49,255$273,543
TIMOTHY J JONESVice President OperationsFT$169,760$43,072$212,832
KATHLEEN M CAVANAUGHPlanning Officer/SecretaryFT$129,635$27,141$156,776
JANIS A CLAFLINVice Chairman & TrusteePT$70,200-$70,200
BRUCE F FETZERTreasurer & TrusteePT$70,200-$70,200
FRANCES E VAUGHANTrusteePT$70,200-$70,200
CAROLYN T BROWNTrusteePT$70,200-$70,200
BRUCE M CARLSONTrusteePT$70,200-$70,200
LYNNE TWISTTrusteePT$70,200-$70,200
ANGELES ARRIENTrusteePT$35,100-$35,100
Filing and Contact Details

Filer

EIN
38-6052788
In Care Of
% CHRISTINA M ADAMS VP-FINAN
Phone
2693752000

Signing Officer

Name
Christina M Adams
Title
Asst Treasurer
Phone
2693752000
Signed
2014-11-02
Discuss with paid preparer
Yes

Preparer

Preparer
Curtis L Dally
Phone
2693752000
Raw XML AppendixShowing 400 of 1,061 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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AccountingFeesSchedule/AccountingFeesDetail/Amt025752
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT AND TAX SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt025752
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Form 990-PF, Footnote #1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1Form 990-PF, Footnote #2
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2Form 990-PF, Footnote #3
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3FORM 990-PF, FOOTNOTE #4
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0GLOBAL GATHERING 2014 - THIS PROJECT INVOLVES PUTTING ON A CONFERENCE TO UNITE AND EXPLORE THE WORKSTREAMS IN ALL INSTITUTE PROGRAM AREAS. THE GATHERING BRINGS TOGETHER INSTITUTE ADVISORS AND PARTNERS TO PRESENT PROJECTS FUNDED AND WORK ACHIEVED SINCE 2010. THE GATHERING PROVIDES OPPORTUNITIES FOR ALL PARTICIPANTS TO EXPERIENCE THE POWER OF LOVE AND FORGIVENESS THROUGH STORIES AND PRESENTATIONS, LIFE EXAMPLES, DIALOGUES, AS WELL AS THE ARTS, MUSIC, AND OTHER EXPERIENTIAL OPPORTUNITIES. THE GATHERING IS PLANNED TO INCLUDE 550 PARTICIPANTS AND INCLUDES DOCUMENTATION OF THE PROCESS IN VIDEO AND EVALUATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1NEUROSCIENCE OF COMPASSION, LOVE AND FORGIVENESS - THE PURPOSE OF THIS PROJECT IS TO ESTABLISH A CENTER OF EXCELLENCE ON THE NEUROSCIENCE OF COMPASSION, LOVE & FORGIVENESS AT THE UNIVERSITY OF WISCONSIN-MADISON. THE CENTER WILL UTILIZE STATE OF THE ART FACILITIES AND SUPPORT INSTRUMENTATION TO DEVELOP A ROBUST FIELD OF THE NEUROSCIENCE OF COMPASSION, LOVE & FORGIVENESS.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2SCIENTIFIC RESEARCH ON COMPASSIONATE LOVE - THIS PROJECT INVOLVES A SERIES OF SCIENTIFIC STUDIES ON COMPASSIONATE LOVE. THE GOALS ARE TO ENCOURAGE A SCIENTIFIC COMMUNITY ASKING DIFFICULT BUT IMPORTANT QUESTIONS, FURTHERING OUR UNDERSTANDING OF THE FACTORS AND CONSEQUENCES OF LOVE IN HUMANS.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3RWANDA HEALING CENTER - THIS PROJECT SUPPORTS THE WORK MASS DESIGN GROUP IS DOING AT BUTARO HOSPITAL IN RWANDA. BUTARO HOSPITAL DEMONSTRATES THE POTENTIAL FOR BUILDINGS TO FOSTER LOVE AND FORGIVENESS, AND ULTIMATELY HEAL COMMUNITIES. MASS'S PROCESS ENBEDS ARCHITECTS INTO HEALTH GROUPS, NGO'S, GOVERNMENT BODIES, AND COMMUNITIES TO SHOW HOW THEIR WORK CAN HAVE A DEEPER IMPACT ON THE LIVES OF THE COMMUNITY; FORGING A BRIDGE THROUGH THE PROCESS OF BUILDING THAT ACTIVATES FORGIVENESS AND HEALING.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018635742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt129205501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SHORT TERM INV - NORTHERN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1REAL ESTATE PARTNERSHIPS
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02169579
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIR OF COMMUNICATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2DIRECTOR OF PROGRAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3CONTROLLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4DIR IS & SERVICES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State4MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCode049008
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine11TM GROUP INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine12REDROCK INFORMATION SECURITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine13JASON COHEN PRODUCTIONS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine14NUMERIC INVESTORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0200000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1318345
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2430423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3196689
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4209808
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0RESEARCH CONSULTANTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1IT consultants
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2IT Consultants
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3FILM PRODUCTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVEST. CONSULTANTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine12401 HALL STREET SW
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City2GRAND RAPIDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City3BERKELEY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State1MI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode053715
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode148331
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode394707
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt054
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt28.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt38.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt48.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt58.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt68.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt78.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt840.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt940.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0285547
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt170200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt270200
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt8129635
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt9224288
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt028555
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt023286
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANIS A CLAFLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRUCE F FETZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FRANCES E VAUGHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANGELES ARRIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CAROLYN T BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6BRUCE M CARLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7LYNNE TWIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8KATHLEEN M CAVANAUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9CHRISTINA M ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10TIMOTHY J JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11ROBERT BOISTURE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES EMERITUS, CHAIR & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIRMAN & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8PLANNING OFFICER/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9ASSISTANT TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10VICE PRESIDENT OPERATIONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11PRESIDENT & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine104040 GREENLEAF CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine112508 TIMBERLINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine122285 CRIMORA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine134615 PARADISE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine144000 BRIDGEWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine151225 EDGEVALE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine161345 WATERFORD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine173 FIFTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine182333 WAITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine198544 SIERRA MADRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11010020 WEST L AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1112714 CLOVELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Kalamazoo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2SCHOOLCRAFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3TIBURON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4SAUSALITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5SILVER SPRING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City6GOLDEN VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City7SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City8KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City9KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City10KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City11KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State6MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State8MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State9MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State10MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State11MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode049008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode178746
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode249087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode394920

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$830$16.9$813$66.1$42.4$23.7
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$738$14.8$11.7$33.8$22.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$713$23.2$690$26.1$45.4$19.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$817$19.4$798$156$35.9$120
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$566$9.31$557$15.3$25.1$9.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$582$10.8$571$47.4$26.2$21.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$586$9.08$577$26.5$21.8$4.67
2017Detailed filing. Detailed filing data is available for this year.$564$8.63$556$20.3$27.1$6.77
2016Detailed filing. Detailed filing data is available for this year.$517$7.45$510$20.7$15.5$5.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$533$8.28$524$29.0$18.0$11.0
2014Detailed filing. Detailed filing data is available for this year.$533$8.58$524$30.1$20.5$9.57
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$463$8.37$455$16.7$29.8$13.1
2012Detailed filing. Detailed filing data is available for this year.$419$4.79$415$21.0
2011Detailed filing. Detailed filing data is available for this year.$442$4.80$437$22.6