Civic Intelligence

Opal Dancey Memorial Foundation 09062

EIN 38-6361282 • Southfield, MI

Pm Trust 3000 Town Center 100Southfield, MI 48075
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-10975%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $158,480 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $158,480 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$1,444

Down $713,502 (-100%) from 2022

Expenses

Down

$159,924

Down $1,939,534 (-92%) from 2022

Net Income

Up

-$158,480

Up $1,226,032 (+89%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,717,406Liabilities 2010: $0Net Assets 2010: $1,717,4062010Assets 2011: $1,688,901Liabilities 2011: $02011Assets 2012: $1,661,360Liabilities 2012: $12012Assets 2013: $1,671,006Liabilities 2013: $529Net Assets 2013: $1,670,4772013Assets 2014: $1,706,877Liabilities 2014: $330Net Assets 2014: $1,706,5472014Assets 2015: $1,619,774Liabilities 2015: $288Net Assets 2015: $1,619,4862015Assets 2016: $1,573,411Liabilities 2016: $446Net Assets 2016: $1,572,9652016Assets 2017: $1,501,874Liabilities 2017: $0Net Assets 2017: $1,501,8742017Assets 2018: $1,522,222Liabilities 2018: $0Net Assets 2018: $1,522,2222018Assets 2019: $1,482,240Liabilities 2019: $1Net Assets 2019: $1,482,2402019Assets 2020: $1,454,994Liabilities 2020: $1,311Net Assets 2020: $1,453,6832020Assets 2021: $1,543,624Liabilities 2021: $0Net Assets 2021: $1,543,6242021Assets 2022: $158,480Liabilities 2022: $0Net Assets 2022: $158,4802022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $126,2392010Revenue 2011: $122,833Expenses 2011: $154,338Net Income 2011: -$31,5052011Revenue 2012: $108,500Expenses 2012: $136,041Net Income 2012: -$27,5412012Revenue 2013: $146,231Expenses 2013: $143,114Net Income 2013: $3,1172013Revenue 2014: $178,762Expenses 2014: $142,692Net Income 2014: $36,0702014Revenue 2015: $53,555Expenses 2015: $143,616Net Income 2015: -$90,0612015Revenue 2016: $60,781Expenses 2016: $111,302Net Income 2016: -$50,5212016Revenue 2017: $69,120Expenses 2017: $140,211Net Income 2017: -$71,0912017Revenue 2018: $165,873Expenses 2018: $145,525Net Income 2018: $20,3482018Revenue 2019: $108,279Expenses 2019: $150,910Net Income 2019: -$42,6312019Revenue 2020: $99,953Expenses 2020: $127,286Net Income 2020: -$27,3332020Revenue 2021: $224,653Expenses 2021: $135,116Net Income 2021: $89,5372021Revenue 2022: $714,946Expenses 2022: $2,099,458Net Income 2022: -$1,384,5122022Revenue 2023: $1,444Expenses 2023: $159,924Net Income 2023: -$158,4802023

Highlighted filing

2023

Revenue$1,444
Expenses$159,924
Net Income-$158,480
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,444
Expenses
$159,924
Net income
-$158,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.16$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.71$2.10$1.38
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.22$0.14$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.17$0.15$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.07$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.05$0.14$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.18$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.15$0.14$0.00
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.11$0.14$0.03
2011Summary only. Only limited summary data is available for this year.$1.69$0.00$0.12$0.15$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Jul 6, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN DUDASDirector-$0--
KATHLEEN M GODARDDirector-$0--
BETTY DANCEY GODARDChairman Of The Board-$0--
REV JEFFREY P RIDERSecretary & Director-$0--
DAVID DUDASPresident & Director-$0--
SANDRA K VANOVERTreasurer & Director-$0--
KRISTINE M GODARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Opal Dancey Memorial Foundation 09062
EIN
38-6361282
Phone
8668463600
Address
PM TRUST 3000 TOWN CENTER 100, SOUTHFIELD, MI 48075

Signing Officer

Name
David Dudas
Title
President & Director
Phone
8668463600
Signed
2023-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 300, AUBURN HILLS, MI 48326
Preparer
Maureen Asta
Phone
2483757100
Raw XML Appendix330 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/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0145998
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0145998
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PLANTE MORAN TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03000 TOWN CENTER SUITE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTHFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048075
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08668463600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0138946
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEREA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CPO 2216 101 CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040404
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0138946
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/AppliedToCurrentYearAmt01254
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01996852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02169635
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0144744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01996852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024329
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0145998
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0144744
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02189728
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02044984
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01750
LiquidationExplanationStmt/ExplanationTxt0THE BOARD MEMBERS HAVE DECIDED TO FULLY DISTRIBUTE ALL ASSETS AND TERMINATE THE FOUNDATION. THE REMAINING CASH WAS DISTRIBUTED TO BEREA COLLEGE.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011
TaxesSchedule/TaxesDetail/Amt06865
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DUDAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08668463600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPAL DANCEY MEMORIAL FOUNDATION 09062
ReturnHeader/Filer/BusinessNameControlTxt0OPAL
ReturnHeader/Filer/EIN0386361282
ReturnHeader/Filer/PhoneNum08668463600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PM TRUST 3000 TOWN CENTER 100
ReturnHeader/Filer/USAddress/CityNm0SOUTHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048075
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAUREEN ASTA
ReturnHeader/ReturnTs02023-07-21T09:37:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUDAS
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-04-11
ReturnHeader/TaxYr02022

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