Civic Intelligence

Alice E Turner Memorial Trust

990PF • Fiscal year 2018 • EIN 38-6501366

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

Organization Profile
5090 State Street Bldg A Suite OneSaginaw, MI 48603

(989) 792-2552

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$400

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,108,478

No earlier filing loaded for comparison.

Net Assets

$1,108,478

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin22nd percentile

Revenue

$67,088

No earlier filing loaded for comparison.

Expenses

$74,549

No earlier filing loaded for comparison.

Net Income

-$7,461

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,196,751Liabilities 2010: $0Net Assets 2010: $1,196,7512010Assets 2011: $1,160,415Liabilities 2011: $0Net Assets 2011: $1,160,4152011Assets 2012: $1,057,192Liabilities 2012: $0Net Assets 2012: $1,057,1922012Assets 2013: $1,049,788Liabilities 2013: $0Net Assets 2013: $1,049,7882013Assets 2014: $1,052,368Liabilities 2014: $1Net Assets 2014: $1,052,3682014Assets 2015: $1,047,786Liabilities 2015: $0Net Assets 2015: $1,047,7862015Assets 2018: $1,108,478Liabilities 2018: $0Net Assets 2018: $1,108,4782018Assets 2019: $1,084,979Liabilities 2019: $1Net Assets 2019: $1,084,9792019Assets 2020: $1,078,613Liabilities 2020: $1Net Assets 2020: $1,078,6132020Assets 2021: $1,092,395Liabilities 2021: $1Net Assets 2021: $1,092,3952021Assets 2022: $1,092,849Liabilities 2022: $12022Assets 2023: $1,074,768Liabilities 2023: $12023

Highlighted filing

2018

Assets$1,108,478
Liabilities$0
Net Assets$1,108,478
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $54,9832010Expenses 2011: $58,5962011Expenses 2012: $62,9222012Revenue 2013: $51,021Expenses 2013: $58,425Net Income 2013: -$7,4042013Revenue 2014: $72,368Expenses 2014: $69,788Net Income 2014: $2,5802014Revenue 2015: $70,697Expenses 2015: $75,279Net Income 2015: -$4,5822015Revenue 2018: $67,088Expenses 2018: $74,549Net Income 2018: -$7,4612018Revenue 2019: $55,852Expenses 2019: $79,351Net Income 2019: -$23,4992019Revenue 2020: $65,406Expenses 2020: $71,772Net Income 2020: -$6,3662020Revenue 2021: $100,252Expenses 2021: $86,470Net Income 2021: $13,7822021Revenue 2022: $66,747Expenses 2022: $91,442Net Income 2022: -$24,6952022Revenue 2023: $45,524Expenses 2023: $64,796Net Income 2023: -$19,2722023

Highlighted filing

2018

Revenue$67,088
Expenses$74,549
Net Income-$7,461
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HUMPHREYSTrustee-$400-$400
SUZANNE LOZANOTrustee-$400-$400
B J HUMPHREYSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Alice E Turner Memorial Trust
EIN
38-6501366
Phone
9897922552
Address
5090 STATE STREET BLDG A SUITE ONE, SAGINAW, MI 48603

Signing Officer

Name
B J Humphreys
Title
President
Phone
9897922552
Signed
2019-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Yeo & Yeo Pc
Address
PO BOX 3275, SAGINAW, MI 48605
Preparer
Suzanne Lozano
Phone
9897939830
Raw XML AppendixShowing 400 of 632 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INVESCO DIVERSIFIED DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIFTH THIRD BANCORP SUBNOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3T ROWE PRICE US TREASURY MONEY FUND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5EDGEWOOD GROWTH
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CHAMPLAIN MID CAP I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8INVESCO DIVERSIFIED DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9AMERICAN BALANCED F3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11COLUMBIA DIVIDEND INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13HARBOR CAPITAL APPRECIATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15JPMORGAN MIDCAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MFS VALUE R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19AMERICAN NEW PERSPECTIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21PRIMECAP ODYSSEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23TRP BLUE CHIP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26T ROWE PRICE US TREASURY MONEY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262018-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022908
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7461
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01108478
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01115939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01108478
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt056658
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt056658
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt056658
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt057668
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01010
IRS990PF/DistributableAmountGrp/TotalTaxAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01420
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01420
IRS990PF/FMVAssetsEOYAmt01053347
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01443493
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01443493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt022567
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt011909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07958
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01069315
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01083549
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01032369
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-327554
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-335015
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024057
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013020
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01115939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01108478
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01053347
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01115939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01108478
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01115939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01108478
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01170915
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025782
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01145133
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017564
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt057668
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01153351
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01170915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0B J HUMPHREYS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN HUMPHREYS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUZANNE LOZANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05090 STATE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15090 STATE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25400 BAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAGINAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAGINAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAGINAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd248604
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt055548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt056053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt055099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt055911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt058900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt056698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt048934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01153351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01121166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01102698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01164133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01191271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01144134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt055890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240808
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt055890
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt055890
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt055890
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BJ HUMPHREYS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05090 STATE STREET BLDG A SUITE ONE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAGINAW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09894012115
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION DOES NOT CONDUCT DIRECT CHARITABLE ACTIVITIES OR INCUR EXPENSES RELATIVE TO CHARITABLE ACTIVITIES, EXCEPT IN THE PERFORMANCE OF THE NECESSARY EVALUATION OF GRANTS TO THE ORGINIZATION AS SET FORTH IN PART XV.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BJ HUMPHREYS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09894012115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05090 STATE STREET BLDG A SUITE ONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAGINAW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd048603
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES FOR SUBMISSIONS OF APPLICATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,108,478
Liabilities
$0
Net assets
$1,108,478
Revenue
$67,088
Expenses
$74,549
Net income
-$7,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$0.05$0.06$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$0.07$0.09$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.10$0.09$0.01
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.08$0.00$1.08$0.07$0.07$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.06$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07$0.07$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.08$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05