Civic Intelligence

Lincoln E Smith 110020849 4708A Charitbale Remainder Unitrust

990PF • Fiscal year 2016 • EIN 38-6561051

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
PO Box 121Hillsdale, MI 49242

(517) 437-3371

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

80th percentile

$4,249

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

39th percentile

-3.2%

Faster asset growth than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-46%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$393,692

Down $12,843 (-3.2%) from 2015

Net Assets

$392,962

No earlier filing loaded for comparison.

Liabilities

Up

$730

Up $730 from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin9th percentile

Revenue

Down

$21,848

Down $18,850 (-46%) from 2015

Expenses

Up

$35,422

Up $11,803 (+50%) from 2015

Net Income

Down

-$13,574

Down $30,653 (-179%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $395,665Liabilities 2011: $02011Assets 2012: $392,757Liabilities 2012: $02012Assets 2013: $386,022Liabilities 2013: $02013Assets 2014: $389,922Liabilities 2014: $02014Assets 2015: $406,535Liabilities 2015: $02015Assets 2016: $393,692Liabilities 2016: $730Net Assets 2016: $392,9622016Assets 2017: $388,076Liabilities 2017: $0Net Assets 2017: $388,0762017Assets 2018: $376,492Liabilities 2018: $0Net Assets 2018: $376,4922018Assets 2019: $375,730Liabilities 2019: $138Net Assets 2019: $375,5922019Assets 2020: $367,925Liabilities 2020: $1,833Net Assets 2020: $366,0922020Assets 2021: $377,052Liabilities 2021: $1Net Assets 2021: $377,0522021Assets 2022: $364,395Liabilities 2022: $12022Assets 2023: $352,175Liabilities 2023: $12023

Highlighted filing

2016

Assets$393,692
Liabilities$730
Net Assets$392,962
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $11,612Expenses 2011: $21,247Net Income 2011: -$9,6352011Revenue 2012: $17,410Expenses 2012: $20,242Net Income 2012: -$2,8322012Revenue 2013: $14,855Expenses 2013: $21,445Net Income 2013: -$6,5902013Revenue 2014: $26,983Expenses 2014: $22,866Net Income 2014: $4,1172014Revenue 2015: $40,698Expenses 2015: $23,619Net Income 2015: $17,0792015Revenue 2016: $21,848Expenses 2016: $35,422Net Income 2016: -$13,5742016Revenue 2017: $27,907Expenses 2017: $32,793Net Income 2017: -$4,8862017Revenue 2018: $28,196Expenses 2018: $39,780Net Income 2018: -$11,5842018Revenue 2019: $24,733Expenses 2019: $25,633Net Income 2019: -$9002019Revenue 2020: $20,250Expenses 2020: $29,750Net Income 2020: -$9,5002020Revenue 2021: $42,036Expenses 2021: $29,832Net Income 2021: $12,2042021Revenue 2022: $19,226Expenses 2022: $32,537Net Income 2022: -$13,3112022Revenue 2023: $20,945Expenses 2023: $32,544Net Income 2023: -$11,5992023

Highlighted filing

2016

Revenue$21,848
Expenses$35,422
Net Income-$13,574
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COUNTY NATIONAL BANKTrustee-$4,249-$4,249
Filing and Contact Details

Filer

Filer Name
Lincoln E Smith Trust
EIN
38-6561051
Phone
5174373371
Address
PO BOX 121, HILLSDALE, MI 49242

Signing Officer

Name
Timothy P Sullivan
Title
Trustee
Phone
5174373371
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 500, AUBURN HILLS, MI 48326
Preparer
Lynne M Huismann
Phone
2483757100
Raw XML Appendix338 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COUNTY NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05174373371
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/Amt018014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOMERSET CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 156
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOMERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049281
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018014
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/AppliedToCurrentYearAmt017789
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011785
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029574
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04413
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011785
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt011447
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011447
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OIL & GAS ROYALTY RIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01
TaxesSchedule/TaxesDetail/Amt01459
TaxesSchedule/TaxesDetail/Amt128
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt128
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY P SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05174373371
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN E SMITH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0386561051
ReturnHeader/Filer/PhoneNum05174373371
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 121
ReturnHeader/Filer/USAddress/CityNm0HILLSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049242
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0608ADFE91C604EF8328EC1B3B752D90804F587BF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.59.56.33
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:02:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE M HUISMANN
ReturnHeader/ReturnTs02017-05-12T09:31:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,692
Liabilities
$730
Net assets
$392,962
Revenue
$21,848
Expenses
$35,422
Net income
-$13,574
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.$3.52$0.00$0.21$0.33$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$0.19$0.33$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.42$0.30$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.02$3.66$0.20$0.30$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$0.25$0.26$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.28$0.40$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$0.28$0.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.01$3.93$0.22$0.35$0.14
2015Summary only. Only limited summary data is available for this year.$4.07$0.00$0.41$0.24$0.17
2014Summary only. Only limited summary data is available for this year.$3.90$0.00$0.27$0.23$0.04
2013Summary only. Only limited summary data is available for this year.$3.86$0.00$0.15$0.21$0.07
2012Summary only. Only limited summary data is available for this year.$3.93$0.00$0.17$0.20$0.03
2011Summary only. Only limited summary data is available for this year.$3.96$0.00$0.12$0.21$0.10