Civic Intelligence

Forrest H Akers Tr

990PF • Fiscal year 2020 • EIN 38-6066391

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
2142 Pawnee CircleOkemos, MI 48864

(517) 349-9849

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

30th percentile

-5.2%

Higher net margin than 30% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

32nd percentile

-0.4%

Faster asset growth than 32% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,665,929

Down $28,278 (-0.4%) from 2019

Net Assets

$6,665,929

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin30th percentile

Revenue

Down

$542,093

Down $102,053 (-16%) from 2019

Expenses

Up

$570,371

Up $25,556 (+4.7%) from 2019

Net Income

Down

-$28,278

Down $127,609 (-128%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,844,472Liabilities 2011: $02011Assets 2012: $5,825,792Liabilities 2012: $02012Assets 2013: $5,917,727Liabilities 2013: $02013Assets 2014: $6,124,467Liabilities 2014: $02014Assets 2015: $6,334,081Liabilities 2015: $02015Assets 2019: $6,694,207Liabilities 2019: $02019Assets 2020: $6,665,929Liabilities 2020: $1Net Assets 2020: $6,665,9292020Assets 2021: $7,701,037Liabilities 2021: $0Net Assets 2021: $7,701,0372021Assets 2022: $7,985,925Liabilities 2022: $0Net Assets 2022: $7,985,9252022Assets 2023: $7,906,231Liabilities 2023: $0Net Assets 2023: $7,906,2312023Assets 2024: $7,884,644Liabilities 2024: $0Net Assets 2024: $7,884,6442024

Highlighted filing

2020

Assets$6,665,929
Liabilities$1
Net Assets$6,665,929
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $498,227Expenses 2011: $436,290Net Income 2011: $61,9372011Revenue 2012: $424,586Expenses 2012: $443,266Net Income 2012: -$18,6802012Revenue 2013: $543,587Expenses 2013: $451,652Net Income 2013: $91,9352013Revenue 2014: $700,468Expenses 2014: $493,728Net Income 2014: $206,7402014Revenue 2015: $717,146Expenses 2015: $507,532Net Income 2015: $209,6142015Revenue 2019: $644,146Expenses 2019: $544,815Net Income 2019: $99,3312019Revenue 2020: $542,093Expenses 2020: $570,371Net Income 2020: -$28,2782020Revenue 2021: $1,686,890Expenses 2021: $651,782Net Income 2021: $1,035,1082021Revenue 2022: $1,015,936Expenses 2022: $731,048Net Income 2022: $284,8882022Revenue 2023: $607,568Expenses 2023: $687,262Net Income 2023: -$79,6942023Revenue 2024: $657,251Expenses 2024: $678,838Net Income 2024: -$21,5872024

Highlighted filing

2020

Revenue$542,093
Expenses$570,371
Net Income-$28,278
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN BRESLINDirector-$0--
NANCY E CRAIGDirector-$0--
STEPHEN H TERRYDirector-$0--
ROGER WILKINSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Forest H Akers Trust
EIN
38-6066391
Phone
5173499849
Address
2142 PAWNEE CIRCLE, OKEMOS, MI 48864

Signing Officer

Name
Roger Wilkinson
Title
Director
Phone
5173499849
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
4295 OKEMOS RD STE 200, OKEMOS, MI 48864-6201
Preparer
Julie M Pfeifle
Phone
5177060800
Raw XML Appendix310 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/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-28278
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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0121015
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OTHER CAPITAL GAIN DISTRIBUTIONS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHEN H TERRY
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROGER WILKINSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02142 PAWNEE CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OKEMOS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048864
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05173499849
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0516000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENDOW FUND - ENTREPRENEURIAL DEVELOP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MICHIGAN STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509 (A) (1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0270 NORTH BUSINESS COMPLX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EAST LANSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048824
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0516000
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/AppliedToCurrentYearAmt046
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0515954
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0598646
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0516000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0598600
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0515954
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0176173
LandEtcSchedule2/LandEtcGrp/BookValueAmt067228
LandEtcSchedule2/LandEtcGrp/BookValueAmt169056
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0243401
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt169056
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0660868
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034129
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034129
TaxesSchedule/TaxesDetail/Amt011758
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011758
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05173499849
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST H AKERS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROGER WILKINSON
ReturnHeader/Filer/BusinessNameControlTxt0FORR
ReturnHeader/Filer/EIN0386066391
ReturnHeader/Filer/PhoneNum05173499849
ReturnHeader/Filer/USAddress/AddressLine1Txt02142 PAWNEE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0OKEMOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048864
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383133790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREWS HOOPER PAVLIK PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04295 OKEMOS RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKEMOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0488646201
ReturnHeader/PreparerPersonGrp/PhoneNum05177060800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE M PFEIFLE
ReturnHeader/ReturnTs02021-11-15T18:17:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILKINSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,665,929
Liabilities
$1
Net assets
$6,665,929
Revenue
$542,093
Expenses
$570,371
Net income
-$28,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$0.00$7.88$0.66$0.68$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$0.00$7.91$0.61$0.69$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$0.00$7.99$1.02$0.73$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.70$0.00$7.70$1.69$0.65$1.04
2020Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.54$0.57$0.03
2019Summary only. Only limited summary data is available for this year.$6.69$0.00$0.64$0.54$0.10
2015Summary only. Only limited summary data is available for this year.$6.33$0.00$0.72$0.51$0.21
2014Summary only. Only limited summary data is available for this year.$6.12$0.00$0.70$0.49$0.21
2013Summary only. Only limited summary data is available for this year.$5.92$0.00$0.54$0.45$0.09
2012Summary only. Only limited summary data is available for this year.$5.83$0.00$0.42$0.44$0.02
2011Summary only. Only limited summary data is available for this year.$5.84$0.00$0.50$0.44$0.06