Civic Intelligence

George Fund

990PF • Fiscal year 2023 • EIN 38-6115722

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile
PO Box 930408Wixom, MI 48393

(248) 624-8386

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$6,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

46th percentile

0.7%

Faster asset growth than 46% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-16%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$912,621

Up $5,973 (+0.7%) from 2022

Net Assets

Up

$912,621

Up $5,973 (+0.7%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin71st percentile

Revenue

Down

$32,564

Down $6,039 (-16%) from 2022

Expenses

Down

$26,859

Down $37,219 (-58%) from 2022

Net Income

Up

$5,705

Up $31,180 (+122%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,065,562Liabilities 2010: $0Net Assets 2010: $1,065,5622010Assets 2011: $1,080,667Liabilities 2011: $0Net Assets 2011: $1,080,6672011Assets 2012: $1,074,342Liabilities 2012: $12012Assets 2013: $1,032,213Liabilities 2013: $1Net Assets 2013: $1,032,2132013Assets 2014: $1,041,420Liabilities 2014: $1Net Assets 2014: $1,041,4202014Assets 2015: $1,023,098Liabilities 2015: $1Net Assets 2015: $1,023,0982015Assets 2017: $987,570Liabilities 2017: $0Net Assets 2017: $987,5702017Assets 2018: $950,712Liabilities 2018: $02018Assets 2019: $921,863Liabilities 2019: $1Net Assets 2019: $921,8632019Assets 2020: $914,570Liabilities 2020: $1Net Assets 2020: $914,5702020Assets 2021: $931,274Liabilities 2021: $1Net Assets 2021: $931,2742021Assets 2022: $906,648Liabilities 2022: $1Net Assets 2022: $906,6482022Assets 2023: $912,621Liabilities 2023: $1Net Assets 2023: $912,6212023Assets 2024: $922,831Liabilities 2024: $0Net Assets 2024: $922,8312024

Highlighted filing

2023

Assets$912,621
Liabilities$1
Net Assets$912,621
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $79,4902010Expenses 2011: $77,4572011Revenue 2012: $70,366Expenses 2012: $76,691Net Income 2012: -$6,3252012Revenue 2013: $92,482Expenses 2013: $78,661Net Income 2013: $13,8212013Revenue 2014: $108,464Expenses 2014: $83,570Net Income 2014: $24,8942014Revenue 2015: -$5,628Expenses 2015: $78,300Net Income 2015: -$83,9282015Revenue 2017: $51,864Expenses 2017: $85,602Net Income 2017: -$33,7382017Revenue 2018: $34,188Expenses 2018: $61,314Net Income 2018: -$27,1262018Revenue 2019: $41,364Expenses 2019: $70,141Net Income 2019: -$28,7772019Revenue 2020: $45,216Expenses 2020: $52,161Net Income 2020: -$6,9452020Revenue 2021: $92,345Expenses 2021: $75,718Net Income 2021: $16,6272021Revenue 2022: $38,603Expenses 2022: $64,078Net Income 2022: -$25,4752022Revenue 2023: $32,564Expenses 2023: $26,859Net Income 2023: $5,7052023Revenue 2024: $65,882Expenses 2024: $51,704Net Income 2024: $14,1782024

Highlighted filing

2023

Revenue$32,564
Expenses$26,859
Net Income$5,705
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD HINTERMANPresidentPT$6,000-$6,000
KIM VIRKLERSecretaryPT$6,000-$6,000
LINDA L WROTENV Pres - TreasurerPT$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
George Fund
EIN
38-6115722
Phone
2486248386
Address
PO BOX 930408, WIXOM, MI 48393

Signing Officer

Name
Linda L Wroten
Title
Trustee
Phone
2486248386
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Wroten & Associates Pc
Address
PO BOX 930408, WIXOM, MI 48393-0408
Preparer
Linda L Wroten
Phone
2486248386
Raw XML Appendix288 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/PhoneNum02486248386
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER, ETC. - STATING NEED, PURPOSE, AND IRS QUALIFICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LINDA L WROTEN CPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02486248386
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 930408
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WIXOM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd048393
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SOME PREFERENCE GIVEN TO MICHIGAN CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPT 1ST
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/AppliedToCurrentYearAmt09114
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09148
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012732
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09114
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012732
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026775
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0268
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNSETTLED TRANSACATIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05901
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05901
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21800
TaxesSchedule/TaxesDetail/Amt0330
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0330
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA L WROTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02486248386
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE FUND
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0386115722
ReturnHeader/Filer/PhoneNum02486248386
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 930408
ReturnHeader/Filer/USAddress/CityNm0WIXOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048393
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382666084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WROTEN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 930408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WIXOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483930408
ReturnHeader/PreparerPersonGrp/PhoneNum02486248386
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L WROTEN
ReturnHeader/ReturnTs02024-11-15T08:00:48-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$912,621
Liabilities
$1
Net assets
$912,621
Revenue
$32,564
Expenses
$26,859
Net income
$5,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.07$0.03
2018Summary only. Only limited summary data is available for this year.$0.95$0.00$0.03$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.08$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.11$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.07$0.08$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08