Civic Intelligence

Doris J Giddey Trust Co Charles W Mccallum Co-Trustee

990PF • Fiscal year 2014 • EIN 38-6505877

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2016

Organization Profile
1630 Park DriveBenton Harbor, MI 49022

(269) 926-1992

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

59th percentile

$10,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

36th percentile

-1.4%

Faster asset growth than 36% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$700,812

Down $9,797 (-1.4%) from 2013

Net Assets

Down

$575,812

Down $134,797 (-19%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin21st percentile

Revenue

Up

$76,507

Up $20,693 (+37%) from 2013

Expenses

Down

$86,180

Down $6,770 (-7.3%) from 2013

Net Income

Up

-$9,673

Up $27,463 (+74%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.0M$500K$0Assets 2010: $870,255Liabilities 2010: $0Net Assets 2010: $870,2552010Assets 2011: $825,983Liabilities 2011: $0Net Assets 2011: $825,9832011Assets 2012: $747,745Liabilities 2012: $0Net Assets 2012: $747,7452012Assets 2013: $710,609Liabilities 2013: $1Net Assets 2013: $710,6092013Assets 2014: $700,812Liabilities 2014: $1Net Assets 2014: $575,8122014Assets 2015: $559,002Liabilities 2015: $1Net Assets 2015: $559,0022015Assets 2016: $532,725Liabilities 2016: $0Net Assets 2016: $532,7252016Assets 2017: $514,844Liabilities 2017: $0Net Assets 2017: $514,8442017Assets 2018: $511,678Liabilities 2018: $0Net Assets 2018: $511,6782018Assets 2019: $489,852Liabilities 2019: $1Net Assets 2019: $489,8522019Assets 2020: $454,234Liabilities 2020: $1Net Assets 2020: $454,2342020Assets 2021: $471,355Liabilities 2021: $1Net Assets 2021: $471,3552021Assets 2022: $403,399Liabilities 2022: $1Net Assets 2022: $403,3992022Assets 2023: $339,387Liabilities 2023: $1Net Assets 2023: $339,3872023Assets 2024: $292,160Liabilities 2024: $0Net Assets 2024: $292,1602024

Highlighted filing

2014

Assets$700,812
Liabilities$1
Net Assets$575,812
Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $84,3192010Expenses 2011: $61,8602011Expenses 2012: $97,1142012Revenue 2013: $55,814Expenses 2013: $92,950Net Income 2013: -$37,1362013Revenue 2014: $76,507Expenses 2014: $86,180Net Income 2014: -$9,6732014Revenue 2015: $72,664Expenses 2015: $89,325Net Income 2015: -$16,6612015Revenue 2016: $58,591Expenses 2016: $84,700Net Income 2016: -$26,1092016Revenue 2017: $76,461Expenses 2017: $95,313Net Income 2017: -$18,8522017Revenue 2018: $91,328Expenses 2018: $94,337Net Income 2018: -$3,0092018Revenue 2019: $85,800Expenses 2019: $107,494Net Income 2019: -$21,6942019Revenue 2020: $70,741Expenses 2020: $106,359Net Income 2020: -$35,6182020Revenue 2021: $107,327Expenses 2021: $110,126Net Income 2021: -$2,7992021Revenue 2022: $49,621Expenses 2022: $102,495Net Income 2022: -$52,8742022Revenue 2023: $39,578Expenses 2023: $103,590Net Income 2023: -$64,0122023Revenue 2024: $62,609Expenses 2024: $109,836Net Income 2024: -$47,2272024

Highlighted filing

2014

Revenue$76,507
Expenses$86,180
Net Income-$9,673
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles W McCallumTrusteePT$10,000-$10,000
Charles W WebbTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Doris J Giddey Trust
EIN
38-6505877
Phone
2699261992
Address
1630 PARK DRIVE, BENTON HARBOR, MI 49022

Signing Officer

Name
Charles W McCallum
Title
Trustee
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
BittnerJennings Attorneys
Address
610 SHIP ST, SAINT JOSEPH, MI 49085-2285
Preparer
Tonna K Padgett
Phone
2699830551
Raw XML Appendix356 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/PersonNm0Charles W McCallum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles W Webb
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To fund scholarship grants to worthy Michigan residents
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To fund scholarship grants for worthy Michigan residents.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support the student life center at Spring Arbor University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Lectureship grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Lectureship grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To fund scholarships grants to worthy Michigan residents
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6To fund scholarship and research grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Grant for the purposes of higher education in the arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MSU - Spartan Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Adrian College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Spring Arbor University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Henry Ford Hospital Livengood Lectu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Henry Ford Hospital O'Bryan Oncolog
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Michigan State University Foundatio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MI Osteopathic College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Michigan State University Broad Mue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 Spartan Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1110 South Madison Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2106 E Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32799 W Grand Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42799 W Grand Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52727 Alliance Dr Suite C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62445 Woodlake Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7547 East Circle Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0East Lansing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Adrian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Spring Arbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Detroit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Lansing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Okemos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7East Lansing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd448202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd548910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd648864
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd748824
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt071000
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/AppliedToCurrentYearAmt039350
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt046517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0182499
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt046517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt049838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033732
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078144
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038794
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0239379
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0200585
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0124
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Foreign Taxes Paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LAWYER'S WEEKLY SUBSCRIPTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0144
TaxesSchedule/TaxesDetail/Amt0465
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0465
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles W McCallum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DORIS J GIDDEY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO CHARLES W McCALLUM CO-TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0DORI
ReturnHeader/Filer/EIN0386505877
ReturnHeader/Filer/PhoneNum02699261992
ReturnHeader/Filer/USAddress/AddressLine1Txt01630 PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0BENTON HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BittnerJennings Attorneys
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 SHIP ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT JOSEPH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490852285
ReturnHeader/PreparerPersonGrp/PhoneNum02699830551
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tonna K Padgett
ReturnHeader/ReturnTs02016-05-13T12:49:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$700,812
Liabilities
$1
Net assets
$575,812
Revenue
$76,507
Expenses
$86,180
Net income
-$9,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.63$1.10$0.47
2023Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.40$1.04$0.64
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.50$1.02$0.53
2021Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$1.07$1.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.71$1.06$0.36
2019Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.86$1.07$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.91$0.94$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.76$0.95$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.59$0.85$0.26
2015Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.73$0.89$0.17
2014Detailed filing. Detailed filing data is available for this year.$7.01$0.00$5.76$0.77$0.86$0.10
2013Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.56$0.93$0.37
2012Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.97
2011Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.62
2010Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.84