Civic Intelligence

Anna Paulina Foundation

990PF • Fiscal year 2016 • EIN 38-6061335

Jan 01, 2016 to Dec 31, 2016 • Filed on May 22, 2018

Organization Profile

Refreshing map…

3400 W Bristol RoadFlint, MI 48507

(810) 238-3685

Siviq Scores

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

Liabilities / Assets

34th percentile

0.05x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.55x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

21st percentile

-8.9%

Higher net margin than 21% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

61st percentile

4.3%

Faster asset growth than 61% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

48%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$18,256,953

Up $746,312 (+4.3%) from 2015

Net Assets

Down

$17,338,907

Down $149,688 (-0.9%) from 2015

Liabilities

Up

$918,046

Up $917,739 (+298938%) from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin21st percentile

Revenue

Up

$1,673,831

Up $546,469 (+48%) from 2015

Expenses

Up

$1,823,519

Up $487,334 (+36%) from 2015

Net Income

Up

-$149,688

Up $59,135 (+28%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$30M$20M$10M$0Assets 2011: $14,986,034Liabilities 2011: $02011Assets 2012: $15,485,952Liabilities 2012: $02012Assets 2013: $16,775,092Liabilities 2013: $2,7422013Assets 2014: $17,719,159Liabilities 2014: $1Net Assets 2014: $17,719,1592014Assets 2015: $17,510,641Liabilities 2015: $307Net Assets 2015: $17,488,5952015Assets 2016: $18,256,953Liabilities 2016: $918,046Net Assets 2016: $17,338,9072016Assets 2017: $18,636,070Liabilities 2017: $3,657Net Assets 2017: $18,632,4132017Assets 2019: $19,449,176Liabilities 2019: $0Net Assets 2019: $19,449,1762019Assets 2020: $18,912,424Liabilities 2020: $1Net Assets 2020: $18,912,4242020Assets 2021: $21,752,418Liabilities 2021: $1Net Assets 2021: $21,752,4182021Assets 2022: $27,944,949Liabilities 2022: $1Net Assets 2022: $27,944,9492022Assets 2023: $27,886,886Liabilities 2023: $12023

Highlighted filing

2016

Assets$18,256,953
Liabilities$918,046
Net Assets$17,338,907
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,508,949Expenses 2011: $446,138Net Income 2011: $1,062,8112011Revenue 2012: $1,426,824Expenses 2012: $926,906Net Income 2012: $499,9182012Revenue 2013: $1,615,997Expenses 2013: $454,377Net Income 2013: $1,161,6202013Revenue 2014: $1,410,488Expenses 2014: $463,679Net Income 2014: $946,8092014Revenue 2015: $1,127,362Expenses 2015: $1,336,185Net Income 2015: -$208,8232015Revenue 2016: $1,673,831Expenses 2016: $1,823,519Net Income 2016: -$149,6882016Revenue 2017: $2,391,239Expenses 2017: $1,097,730Net Income 2017: $1,293,5092017Revenue 2019: $1,926,153Expenses 2019: $1,238,885Net Income 2019: $687,2682019Revenue 2020: $889,898Expenses 2020: $1,426,650Net Income 2020: -$536,7522020Revenue 2021: $4,345,297Expenses 2021: $1,505,303Net Income 2021: $2,839,9942021Revenue 2022: $7,410,430Expenses 2022: $1,217,899Net Income 2022: $6,192,5312022Revenue 2023: $333,846Expenses 2023: $357,619Net Income 2023: -$23,7732023

Highlighted filing

2016

Revenue$1,673,831
Expenses$1,823,519
Net Income-$149,688
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 22, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN KOEGELPresidentPT$0--
JEFFRY D ROCCOSecretaryPT$0--
ALBERT J KOEGELTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Anna Paulina Foundation
EIN
38-6061335
Phone
8102383685
Address
3400 W BRISTOL ROAD, FLINT, MI 48507

Signing Officer

Name
John Koegel
Title
President
Phone
8102383685
Signed
2018-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Lewis & Knopf Cpas
Address
10299 E GRAND RIVER ROAD SUITE M, BRIGHTON, MI 48116
Preparer
Gregory Waller
Phone
8102384617
Raw XML Appendix347 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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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01786660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03400 W BRISTOL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FLINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048507
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01786660
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0895851
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0895851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0438678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0417454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0118607
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01865548
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0890809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0438678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0417454
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0118607
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01786660
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0890809
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01865548
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0974739
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JEFFREY ANNE ROCCO
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1KATHRYN KOEGEL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2JANE KOEGEL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3JOHN LISA KOEGEL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4ALBERT KOEGEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03400 W BRISTOL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13400 W BRISTOL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt23400 W BRISTOL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt33400 W BRISTOL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt43400 W BRISTOL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FLINT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1FLINT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2FLINT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3FLINT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4FLINT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0485073112
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1485073112
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2485073112
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd3485073112
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd4485073112
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt230000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3200071
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt4185712
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum04
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum15
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0100071
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1185712
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1PUBLICLY TRADED STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt0918046
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0LOAN PAYABLE
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt0918046
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02016-09
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0ON DEMAND
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0TREASURER
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05233
TaxesSchedule/TaxesDetail/Amt03948
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1MICHIGAN ANNUAL REPORT
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KOEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08102383685
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA PAULINA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0386061335
ReturnHeader/Filer/PhoneNum08102383685
ReturnHeader/Filer/USAddress/AddressLine1Txt03400 W BRISTOL ROAD
ReturnHeader/Filer/USAddress/CityNm0FLINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048507
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B44270D29573665E0F651872049659F1C08C1AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03D462B1B422E448D2DF2153B26D72EC4F72FFD3B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383205662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEWIS & KNOPF CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010299 E GRAND RIVER ROAD SUITE M
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048116
ReturnHeader/PreparerPersonGrp/PhoneNum08102384617
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY WALLER
ReturnHeader/ReturnTs02018-05-23T08:54:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,256,953
Liabilities
$918,046
Net assets
$17,338,907
Revenue
$1,673,831
Expenses
$1,823,519
Net income
-$149,688
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
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.$27.9$0.00$0.33$0.36$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.00$27.9$7.41$1.22$6.19
2021Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$4.35$1.51$2.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.00$18.9$0.89$1.43$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$1.93$1.24$0.69
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.00$18.6$2.39$1.10$1.29
2016Detailed filing. Detailed filing data is available for this year.$18.3$0.92$17.3$1.67$1.82$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$1.13$1.34$0.21
2014Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.41$0.46$0.95
2013Summary only. Only limited summary data is available for this year.$16.8$0.00$1.62$0.45$1.16
2012Summary only. Only limited summary data is available for this year.$15.5$0.00$1.43$0.93$0.50
2011Summary only. Only limited summary data is available for this year.$15.0$0.00$1.51$0.45$1.06