Civic Intelligence

Charles Robert Evenson Foundation

990PF • Fiscal year 2018 • EIN 38-6085626

Nov 01, 2017 to Oct 31, 2018 • Filed on Aug 22, 2019

9235 Resort DrEllsworth, MI 49729

(231) 588-1031

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

0.6%

Faster asset growth than 50% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$128,482

Up $710 (+0.6%) from 2017

Net Assets

Up

$128,482

Up $710 (+0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$4,578

Up $1,739 (+61%) from 2017

Expenses

Down

$2,944

Down $10,258 (-78%) from 2017

Net Income

Up

$1,634

Up $11,997 (+116%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $179,022Liabilities 2012: $02012Assets 2013: $162,043Liabilities 2013: $02013Assets 2014: $144,232Liabilities 2014: $02014Assets 2015: $138,766Liabilities 2015: $02015Assets 2016: $139,006Liabilities 2016: $0Net Assets 2016: $139,0062016Assets 2017: $127,772Liabilities 2017: $0Net Assets 2017: $127,7722017Assets 2018: $128,482Liabilities 2018: $0Net Assets 2018: $128,4822018Assets 2019: $133,326Liabilities 2019: $1Net Assets 2019: $133,3262019Assets 2020: $134,701Liabilities 2020: $02020Assets 2021: $127,332Liabilities 2021: $12021Assets 2022: $129,758Liabilities 2022: $15,0002022Assets 2023: $881,885Liabilities 2023: $12023Assets 2024: $878,905Liabilities 2024: $0Net Assets 2024: $878,9052024

Highlighted filing

2018

Assets$128,482
Liabilities$0
Net Assets$128,482

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: -$563Expenses 2012: $22,322Net Income 2012: -$22,8852012Revenue 2013: $2,109Expenses 2013: $19,088Net Income 2013: -$16,9792013Revenue 2014: $344Expenses 2014: $18,155Net Income 2014: -$17,8112014Revenue 2015: $12,624Expenses 2015: $18,090Net Income 2015: -$5,4662015Revenue 2016: $2,565Expenses 2016: $2,325Net Income 2016: $2402016Revenue 2017: $2,839Expenses 2017: $13,202Net Income 2017: -$10,3632017Revenue 2018: $4,578Expenses 2018: $2,944Net Income 2018: $1,6342018Revenue 2019: $7,380Expenses 2019: $1,568Net Income 2019: $5,8122019Revenue 2020: $3,940Expenses 2020: $3,893Net Income 2020: $472020Revenue 2021: $4,812Expenses 2021: $12,181Net Income 2021: -$7,3692021Revenue 2022: $4,738Expenses 2022: $17,312Net Income 2022: -$12,5742022Revenue 2023: $790,524Expenses 2023: $22,496Net Income 2023: $768,0282023Revenue 2024: $72,778Expenses 2024: $75,670Net Income 2024: -$2,8922024

Highlighted filing

2018

Revenue$4,578
Expenses$2,944
Net Income$1,634
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Aug 22, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT NEWBERRYPresident/Secrectary-$0--
WILLIAM STOUGHDirector-$0--
WENDY P HOLTVLUWERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Charles R Evenson Foundation
EIN
38-6085626
Phone
2315881031
Address
9235 RESORT DR, ELLSWORTH, MI 49729

Signing Officer

Name
Wendy Parr Holtvluwer
Title
Treasurer
Phone
2315881031
Signed
2019-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Beene Garter Llp
Address
56 GRANDVILLE AVE SW STE 100, GRAND RAPIDS, MI 49503
Preparer
Juliette S Gauss Ea
Phone
6162355200
Raw XML Appendix311 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT NEWBERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM STOUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WENDY P HOLTVLUWER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT NEWBERRY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02315881031
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09235 RESORT DRIVE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt0340
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07599
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07636
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01649
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07096
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0340
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016292
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023928
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0340
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0680
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0340
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt067157
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CHARLES SCHWAB
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0116234
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0164618
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0924
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY PARR HOLTVLUWER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02315881031
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES R EVENSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT NEWBERRY
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0386085626
ReturnHeader/Filer/PhoneNum02315881031
ReturnHeader/Filer/USAddress/AddressLine1Txt09235 RESORT DR
ReturnHeader/Filer/USAddress/CityNm0ELLSWORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049729
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B55D349DC07BEA9C345B2465864AFD4063F4E6D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.144.33.201
ReturnHeader/FilingSecurityInformation/IPDt02019-08-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:18:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381337372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEENE GARTER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt056 GRANDVILLE AVE SW STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049503
ReturnHeader/PreparerPersonGrp/PhoneNum06162355200
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIETTE S GAUSS EA
ReturnHeader/ReturnTs02019-09-11T14:57:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.00$8.79$0.73$0.76$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$7.91$0.22$7.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.15$0.05$0.17$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$0.05$0.12$0.07
2020Summary only. Only limited summary data is available for this year.$1.35$0.00$0.04$0.04$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.07$0.02$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.03$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.03$0.13$0.10
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.39$0.00$1.39$0.03$0.02$0.00
2015Summary only. Only limited summary data is available for this year.$1.39$0.00$0.13$0.18$0.05
2014Summary only. Only limited summary data is available for this year.$1.44$0.00$0.00$0.18$0.18
2013Summary only. Only limited summary data is available for this year.$1.62$0.00$0.02$0.19$0.17
2012Summary only. Only limited summary data is available for this year.$1.79$0.00$0.01$0.22$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • <$500k nonprofits