Civic Intelligence

Harold and Grace Upjohn Foundation

990PF • Fiscal year 2014 • EIN 38-6052963

Nov 01, 2013 to Oct 31, 2014 • Filed on Feb 09, 2015

Organization Profile
136 E Michigan Ave 9th Floor Ste BKalamazoo, MI 49007

(269) 344-2818

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

139%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$11,737,317

Up $1,127,078 (+11%) from 2013

Net Assets

$11,737,317

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin87th percentile

Revenue

Up

$2,332,526

Up $1,357,460 (+139%) from 2013

Expenses

Up

$1,205,448

Up $100,707 (+9.1%) from 2013

Net Income

Up

$1,127,078

Up $1,256,753 (+969%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $11,557,894Liabilities 2010: $0Net Assets 2010: $11,557,8942010Assets 2011: $11,110,052Liabilities 2011: $02011Assets 2012: $10,739,914Liabilities 2012: $0Net Assets 2012: $10,739,9142012Assets 2013: $10,610,239Liabilities 2013: $02013Assets 2014: $11,737,317Liabilities 2014: $1Net Assets 2014: $11,737,3172014Assets 2015: $11,805,533Liabilities 2015: $1Net Assets 2015: $11,805,5332015Assets 2017: $18,937,936Liabilities 2017: $0Net Assets 2017: $18,937,9362017Assets 2018: $18,710,803Liabilities 2018: $0Net Assets 2018: $18,710,8032018Assets 2019: $18,371,599Liabilities 2019: $1Net Assets 2019: $18,371,5992019Assets 2020: $17,792,979Liabilities 2020: $1Net Assets 2020: $17,792,9792020Assets 2021: $17,823,908Liabilities 2021: $1Net Assets 2021: $17,823,9082021Assets 2022: $17,638,192Liabilities 2022: $1Net Assets 2022: $17,638,1922022Assets 2023: $17,617,146Liabilities 2023: $12023Assets 2025: $17,615,873Liabilities 2025: $0Net Assets 2025: $17,615,8732025

Highlighted filing

2014

Assets$11,737,317
Liabilities$1
Net Assets$11,737,317
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $788,9012010Revenue 2011: $349,955Expenses 2011: $859,287Net Income 2011: -$509,3322011Expenses 2012: $929,1302012Revenue 2013: $975,066Expenses 2013: $1,104,741Net Income 2013: -$129,6752013Revenue 2014: $2,332,526Expenses 2014: $1,205,448Net Income 2014: $1,127,0782014Revenue 2015: $1,317,418Expenses 2015: $1,249,202Net Income 2015: $68,2162015Revenue 2017: $869,558Expenses 2017: $1,231,243Net Income 2017: -$361,6852017Revenue 2018: $1,010,679Expenses 2018: $1,237,812Net Income 2018: -$227,1332018Revenue 2019: $906,944Expenses 2019: $1,246,148Net Income 2019: -$339,2042019Revenue 2020: $629,761Expenses 2020: $1,208,381Net Income 2020: -$578,6202020Revenue 2021: $1,368,455Expenses 2021: $1,337,526Net Income 2021: $30,9292021Revenue 2022: $977,456Expenses 2022: $1,163,172Net Income 2022: -$185,7162022Revenue 2023: $1,146,823Expenses 2023: $1,167,869Net Income 2023: -$21,0462023Revenue 2025: $1,421,516Expenses 2025: $1,476,888Net Income 2025: -$55,3722025

Highlighted filing

2014

Revenue$2,332,526
Expenses$1,205,448
Net Income$1,127,078
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER T HAENICKEAsst Sec/Treas-$0--
JANET J DEAL-KOESTNERTrustee-$0--
FLOYD L PARKSSec/TreasPT$0--
FLORENCE U OROSZVice President-$0--
TIMOTHY LIGHTPresident-$0--
RANDELL W EBERTSTrustee-$0--
Filing and Contact Details

Filer

EIN
38-6052963
Phone
2693442818

Signing Officer

Name
Christopher T Haenicke
Title
Secretary
Phone
2693442818
Signed
2015-02-09
Discuss with paid preparer
Yes

Preparer

Preparer
James G Thompson CPA
Phone
2695674500
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0380656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1666885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2427862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3401720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4589607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5424567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6319262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt895000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt995000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1095000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LIFE TECHNOLOGIES CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ALLERGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AFLAC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GILEAD SCIENCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4O REILLY AUTOMOTIVE, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SYMANTEC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DIRECTV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7STATE BK COUNTRYSIDE IL 2.1000% 12/09/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MORRIS BK DUBLIN GA 2.4000% 12/16/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9WILMINGTON TRUST CO 2.0000% 07/16/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FARM BUREAU BANK.9000% 07/25/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01978920
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01127078
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011737317
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010610239
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011737317
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0986300
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0986300
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0986300
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01007727
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021427
IRS990PF/DistributableAmountGrp/TotalTaxAmt021427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt019932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01590
IRS990PF/FMVAssetsEOYAmt020512376
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04990772
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06335634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015059873
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0251445
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0125252
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0125252
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02625472
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02240472
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02294792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02592550
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02885959
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02885959
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010610239
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011737317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020512376
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010610239
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011737317
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010610239
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011737317
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt010610239
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt011737317
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt046500
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020461468
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03061848
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017399620
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0306922
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01007727
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020154546
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020461468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRISTOPHER T HAENICKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANET J DEAL-KOESTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FLOYD L PARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FLORENCE U OROSZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TIMOTHY LIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RANDELL W EBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0ASST SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10211 SOUTH ROSE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11211 SOUTH ROSE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12211 SOUTH ROSE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13211 SOUTH ROSE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14211 SOUTH ROSE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine15211 SOUTH ROSE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode049007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode149007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode249007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode349007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode449007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode549007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01050495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01071922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0999024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0832053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0761688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0694702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0485186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051985

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,737,317
Liabilities
$1
Net assets
$11,737,317
Revenue
$2,332,526
Expenses
$1,205,448
Net income
$1,127,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$1.42$1.48$0.06
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.$17.6$0.00$1.15$1.17$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$0.98$1.16$0.19
2021Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.37$1.34$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$0.63$1.21$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.00$18.4$0.91$1.25$0.34
2018Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.01$1.24$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.00$18.9$0.87$1.23$0.36
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.$11.8$0.00$11.8$1.32$1.25$0.07
2014Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.33$1.21$1.13
2013Summary only. Only limited summary data is available for this year.$10.6$0.00$0.98$1.10$0.13
2012Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.93
2011Summary only. Only limited summary data is available for this year.$11.1$0.00$0.35$0.86$0.51
2010Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.79