Civic Intelligence

William and Sarah Speck Trust

990PF • Fiscal year 2014 • EIN 38-6162140

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

Organization Profile
PO Box 75000 Mc 7874Detroit, MI 48275-7874

(586) 939-7756

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

24th percentile

-8.8%

Higher net margin than 24% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$19,596

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

12th percentile

-29%

Faster revenue growth than 12% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,263,878

Down $7,168 (-0.6%) from 2013

Net Assets

Down

$1,263,878

Down $7,168 (-0.6%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin24th percentile

Revenue

Down

$81,462

Down $33,225 (-29%) from 2013

Expenses

Up

$88,630

Up $432 (+0.5%) from 2013

Net Income

Down

-$7,168

Down $33,657 (-127%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,244,557Liabilities 2012: $0Net Assets 2012: $1,244,5572012Assets 2013: $1,271,046Liabilities 2013: $1Net Assets 2013: $1,271,0462013Assets 2014: $1,263,878Liabilities 2014: $1Net Assets 2014: $1,263,8782014Assets 2015: $1,296,132Liabilities 2015: $02015Assets 2016: $1,233,383Liabilities 2016: $02016Assets 2020: $1,096,978Liabilities 2020: $02020Assets 2021: $1,091,669Liabilities 2021: $1Net Assets 2021: $1,091,6692021Assets 2022: $1,029,536Liabilities 2022: $0Net Assets 2022: $1,029,5362022Assets 2023: $994,820Liabilities 2023: $0Net Assets 2023: $994,8202023Assets 2024: $1,002,446Liabilities 2024: $12024Assets 2025: $997,086Liabilities 2025: $0Net Assets 2025: $997,0862025

Highlighted filing

2014

Assets$1,263,878
Liabilities$1
Net Assets$1,263,878
Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $87,4792012Revenue 2013: $114,687Expenses 2013: $88,198Net Income 2013: $26,4892013Revenue 2014: $81,462Expenses 2014: $88,630Net Income 2014: -$7,1682014Revenue 2015: $68,514Expenses 2015: $58,851Net Income 2015: $9,6632015Revenue 2016: $29,431Expenses 2016: $86,228Net Income 2016: -$56,7972016Revenue 2020: $9,446Expenses 2020: $72,129Net Income 2020: -$62,6832020Revenue 2021: $62,865Expenses 2021: $69,820Net Income 2021: -$6,9552021Revenue 2022: $14,647Expenses 2022: $76,364Net Income 2022: -$61,7172022Revenue 2023: $30,114Expenses 2023: $66,872Net Income 2023: -$36,7582023Revenue 2024: $75,402Expenses 2024: $67,777Net Income 2024: $7,6252024Revenue 2025: $48,954Expenses 2025: $54,313Net Income 2025: -$5,3592025

Highlighted filing

2014

Revenue$81,462
Expenses$88,630
Net Income-$7,168
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMERICA BANKTrustee-$19,596-$19,596
Filing and Contact Details

Filer

EIN
38-6162140

Signing Officer

Name
Comerica Bank
Title
Trustee
Phone
7349302413
Signed
2014-10-31
Discuss with paid preparer
No

Preparer

Preparer
Lily Ambrosio-Ylen
Phone
5869397756
Raw XML Appendix261 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/USAddress/AddressLine10PO BOX 75000 MC 7874
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027227
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt040183
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065995
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038768
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt040183
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01624
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0COMERICA BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07349302413
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM AND SARAH SPECK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0386162140
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 75000 MC 7874
ReturnHeader/Filer/USAddress/City0Detroit
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0482757874
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0377607098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LILY AMBROSIO- YLEN EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1036705 Tulane Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Sterling Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode048312
ReturnHeader/PreparerPersonGrp/PhoneNum05869397756
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lily Ambrosio-Ylen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-13T17:57:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,263,878
Liabilities
$1
Net assets
$1,263,878
Revenue
$81,462
Expenses
$88,630
Net income
-$7,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.05$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$0.08$0.07$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.03$0.07$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.01$0.08$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.06$0.07$0.01
2020Summary only. Only limited summary data is available for this year.$1.10$0.00$0.01$0.07$0.06
2016Summary only. Only limited summary data is available for this year.$1.23$0.00$0.03$0.09$0.06
2015Summary only. Only limited summary data is available for this year.$1.30$0.00$0.07$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09