Civic Intelligence

Tom and Sarah Borman Foundation

990PF • Fiscal year 2023 • EIN 38-6058645

Dec 01, 2022 to Nov 30, 2023 • Filed on Apr 02, 2024

Organization Profile

Refreshing map…

719 Maple Hill LaneBirmingham, MI 48009

(248) 642-3179

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-118%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

20th percentile

-5.3%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

30%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,229,557

Down $68,136 (-5.3%) from 2022

Net Assets

Down

$1,229,383

Down $68,200 (-5.3%) from 2022

Liabilities

Up

$174

Up $64 (+58%) from 2022

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin7th percentile

Revenue

Up

$57,689

Up $13,309 (+30%) from 2022

Expenses

Up

$125,889

Up $11,209 (+9.8%) from 2022

Net Income

Up

-$68,200

Up $2,100 (+3.0%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,870,418Liabilities 2010: $0Net Assets 2010: $1,870,4182010Assets 2011: $1,904,581Liabilities 2011: $1,126Net Assets 2011: $1,903,4552011Assets 2012: $1,815,087Liabilities 2012: $12012Assets 2013: $1,826,651Liabilities 2013: $2172013Assets 2014: $1,736,849Liabilities 2014: $1Net Assets 2014: $1,736,8492014Assets 2015: $1,643,584Liabilities 2015: $12015Assets 2016: $1,562,942Liabilities 2016: $157Net Assets 2016: $1,562,7852016Assets 2017: $1,478,388Liabilities 2017: $60Net Assets 2017: $1,478,3282017Assets 2019: $1,325,703Liabilities 2019: $1Net Assets 2019: $1,325,7032019Assets 2020: $1,340,909Liabilities 2020: $1Net Assets 2020: $1,340,9092020Assets 2021: $1,367,970Liabilities 2021: $87Net Assets 2021: $1,367,8832021Assets 2022: $1,297,693Liabilities 2022: $110Net Assets 2022: $1,297,5832022Assets 2023: $1,229,557Liabilities 2023: $174Net Assets 2023: $1,229,3832023

Highlighted filing

2023

Assets$1,229,557
Liabilities$174
Net Assets$1,229,383
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$200K$100K$0-$100KExpenses 2010: $115,6982010Expenses 2011: $111,7562011Revenue 2012: $19,606Expenses 2012: $107,974Net Income 2012: -$88,3682012Revenue 2013: $119,962Expenses 2013: $108,615Net Income 2013: $11,3472013Revenue 2014: $21,287Expenses 2014: $110,872Net Income 2014: -$89,5852014Revenue 2015: $23,228Expenses 2015: $116,493Net Income 2015: -$93,2652015Revenue 2016: $24,642Expenses 2016: $105,441Net Income 2016: -$80,7992016Revenue 2017: $27,758Expenses 2017: $112,215Net Income 2017: -$84,4572017Revenue 2019: $41,579Expenses 2019: $116,710Net Income 2019: -$75,1312019Revenue 2020: $137,142Expenses 2020: $121,936Net Income 2020: $15,2062020Revenue 2021: $135,531Expenses 2021: $108,557Net Income 2021: $26,9742021Revenue 2022: $44,380Expenses 2022: $114,680Net Income 2022: -$70,3002022Revenue 2023: $57,689Expenses 2023: $125,889Net Income 2023: -$68,2002023

Highlighted filing

2023

Revenue$57,689
Expenses$125,889
Net Income-$68,200
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Apr 2, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHANNA BORMANVice President-$0--
PAUL D BORMANPresident-$0--
TODD MENDELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tom and Sarah Borman Foundation
EIN
38-6058645
Phone
2486423179
Address
719 MAPLE HILL LANE, BIRMINGHAM, MI 48009

Signing Officer

Name
Paul D Borman
Title
President
Phone
2486423179
Signed
2024-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Grant Millman & Johnson Pc
Address
39475 W 13 MILE RD SUITE 200, NOVI, MI 48377
Preparer
Jeanne Jantzen CPA
Phone
2489948500
Raw XML Appendix331 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01500 SH CAMPBELL SOUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28834 SH PFIZER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41096 SH VIATRIS INC
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) (3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0667 STUDENT CENTER BUILDING WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16735 TELEGRAPH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 725066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt324901 NORTHWESTERN HWY SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BLOOMFIELD HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BERKLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SOUTHFIELD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd464108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0124000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02071
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0122486
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0113924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0124557
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0111853
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0122486
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MICHIGAN ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0110
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0174
TaxesSchedule/TaxesDetail/Amt0794
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL D BORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02486423179
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOM AND SARAH BORMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TOMA
ReturnHeader/Filer/EIN0386058645
ReturnHeader/Filer/PhoneNum02486423179
ReturnHeader/Filer/USAddress/AddressLine1Txt0719 MAPLE HILL LANE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382555519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT MILLMAN & JOHNSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt039475 W 13 MILE RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048377
ReturnHeader/PreparerPersonGrp/PhoneNum02489948500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE JANTZEN CPA
ReturnHeader/ReturnTs02024-04-06T08:19:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORMAN
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,229,557
Liabilities
$174
Net assets
$1,229,383
Revenue
$57,689
Expenses
$125,889
Net income
-$68,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.13$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.04$0.11$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.14$0.12$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.04$0.12$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.48$0.00$1.48$0.03$0.11$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.02$0.11$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$0.02$0.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.02$0.11$0.09
2013Summary only. Only limited summary data is available for this year.$1.83$0.00$0.12$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$1.82$0.00$0.02$0.11$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.12