Civic Intelligence

John E Fetzer Institute Inc.

990T • Fiscal year 2021 • EIN 38-6052788

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 17, 2023

Organization Profile

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9292 West Kl AvenueKalamazoo, MI 49009-5316

(269) 375-2000

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

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

Latest loaded filing

2025

Assets$829,605,467
Liabilities$16,869,974
Net Assets$812,735,493
Open 2025 Filing

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

Latest loaded filing

2025

Revenue$66,056,992
Expenses$42,404,194
Net Income$23,652,798
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 17, 2023
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
John E Fetzer Institute Inc
EIN
38-6052788
Phone
2693752000
Address
9292 WEST KL AVENUE, KALAMAZOO, MI 49009-5316

Signing Officer

Name
Bradley S Miller
Title
Treasurer
Phone
2693752000
Signed
2023-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Dori J Eggett
Phone
2695674500
Raw XML Appendix86 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
IRS990T/BooksInCareOfDetail/PersonNm0BRADLEY S MILLER
IRS990T/BooksInCareOfDetail/PhoneNum02693752000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt09292 WEST KL AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0490095316
IRS990T/BookValueAssetsEOYAmt0817338424
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-4832
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-4832
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-4832
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN LIMITED PARTNERSHIPS.
IRS990TScheduleA/UBIBeforeNOLDedAmt0-4832
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-4832
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-4832
IRS990T/TotalUBTIBeforeSection199AAmt0-4832
IRS990T/TotalUBTIComputedAmt0-4832
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY S MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02693752000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN E FETZER INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0386052788
ReturnHeader/Filer/PhoneNum02693752000
ReturnHeader/Filer/USAddress/AddressLine1Txt09292 WEST KL AVENUE
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0490095316
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 TRADE CENTRE WAY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049002
ReturnHeader/PreparerPersonGrp/PhoneNum02695674500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORI J EGGETT
ReturnHeader/ReturnTs02023-09-13T17:18:24-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRADLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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