Civic Intelligence

Doris J Giddey Trust

EIN 38-6505877 • Williamston, MI

3941 Charlesfield LnWilliamston, MI 48895
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-75%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$6,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-14%

Faster asset growth than 36% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

58%

Faster revenue growth than 85% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$292,160

Down $47,227 (-14%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$292,160

Down $47,227 (-14%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Up

$62,609

Up $23,031 (+58%) from 2023

Expenses

Up

$109,836

Up $6,246 (+6.0%) from 2023

Net Income

Up

-$47,227

Up $16,785 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2024

Assets$292,160
Liabilities$0
Net Assets$292,160
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$62,609
Expenses$109,836
Net Income-$47,227
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$292,160
Liabilities
$0
Net assets
$292,160
Revenue
$62,609
Expenses
$109,836
Net income
-$47,227
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES W MCCALLUMTrusteePT$6,000-$6,000
CHARLES H WEBBTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Doris J Giddey Trust
EIN
38-6505877
Phone
2694704645
Address
3941 CHARLESFIELD LN, WILLIAMSTON, MI 48895

Signing Officer

Name
Charles W Mccallum
Title
Trustee
Phone
2694704645
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Simplified Accounting & Tax Service Inc
Address
1120 KEYSTONE AVE, LANSING, MI 48911-5491
Preparer
Chase Mcmanaman CPA
Phone
5178822441
Raw XML Appendix387 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1INTERMEDIATE BOND FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2CAPITAL WORLD GROWTH AND INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3WASHINGTON MUTUAL INVESTORS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4THE GROWTH FUND OF AMERICA - A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5FUNDAMENTAL INVESTORS - A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6EUROPACIFIC GROWTH FUND-A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7INTERMEDIATE BOND FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8CAPITAL WORLD GROWTH AND INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9THE GROWTH FUND OF AMERICA - A
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES W MCCALLUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES H WEBB
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHARLES W MCCALLUM
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES W MCCALLUM
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHARLES W MCCALLUM CO-TRUSTEE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMPLIFIED ACCOUNTING & TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01120 KEYSTONE AVE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0489115491
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHASE MCMANAMAN CPA
ReturnHeader/ReturnTs02025-05-05T18:42:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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