Civic Intelligence

Huhlein Memorial Trust 02 03 300 0044608

990 • Fiscal year 2020 • EIN 38-6646183

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 20, 2020

PO Box 75000Detroit, MI 48275-7874

(313) 222-3384

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-47%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$5,059

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 43.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-2.6%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-75%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$221,029

Down $5,827 (-2.6%) from 2019

Net Assets

Down

$221,029

Down $5,827 (-2.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$11,734

Down $35,786 (-75%) from 2019

Expenses

Down

$17,204

Down $461 (-2.6%) from 2019

Net Income

Down

-$5,470

Down $35,325 (-118%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $222,332Liabilities 2011: $0Net Assets 2011: $222,3322011Assets 2012: $231,563Liabilities 2012: $0Net Assets 2012: $231,5632012Assets 2013: $237,296Liabilities 2013: $0Net Assets 2013: $237,2962013Assets 2014: $226,237Liabilities 2014: $0Net Assets 2014: $226,2372014Assets 2015: $216,496Liabilities 2015: $0Net Assets 2015: $216,4962015Assets 2016: $217,862Liabilities 2016: $0Net Assets 2016: $217,8622016Assets 2017: $205,619Liabilities 2017: $0Net Assets 2017: $205,6192017Assets 2018: $201,438Liabilities 2018: $0Net Assets 2018: $201,4382018Assets 2019: $226,856Liabilities 2019: $0Net Assets 2019: $226,8562019Assets 2020: $221,029Liabilities 2020: $0Net Assets 2020: $221,0292020Assets 2021: $212,420Liabilities 2021: $0Net Assets 2021: $212,4202021Assets 2022: $208,492Liabilities 2022: $0Net Assets 2022: $208,4922022Assets 2023: $201,376Liabilities 2023: $0Net Assets 2023: $201,3762023Assets 2024: $196,869Liabilities 2024: $0Net Assets 2024: $196,8692024

Highlighted filing

2020

Assets$221,029
Liabilities$0
Net Assets$221,029

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $5,797Expenses 2011: $10,643Net Income 2011: -$4,8462011Revenue 2012: $19,684Expenses 2012: $10,453Net Income 2012: $9,2312012Revenue 2013: $20,410Expenses 2013: $14,677Net Income 2013: $5,7332013Revenue 2014: $6,175Expenses 2014: $17,234Net Income 2014: -$11,0592014Revenue 2015: $5,126Expenses 2015: $16,591Net Income 2015: -$11,4652015Revenue 2016: $8,008Expenses 2016: $15,530Net Income 2016: -$7,5222016Revenue 2017: $13,035Expenses 2017: $15,526Net Income 2017: -$2,4912017Revenue 2018: $11,012Expenses 2018: $16,597Net Income 2018: -$5,5852018Revenue 2019: $47,520Expenses 2019: $17,665Net Income 2019: $29,8552019Revenue 2020: $11,734Expenses 2020: $17,204Net Income 2020: -$5,4702020Revenue 2021: $9,016Expenses 2021: $18,876Net Income 2021: -$9,8602021Revenue 2022: $17,593Expenses 2022: $19,881Net Income 2022: -$2,2882022Revenue 2023: $9,697Expenses 2023: $18,743Net Income 2023: -$9,0462023Revenue 2024: $9,758Expenses 2024: $20,065Net Income 2024: -$10,3072024

Highlighted filing

2020

Revenue$11,734
Expenses$17,204
Net Income-$5,470
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 20, 2020
Return Version
2019v5.0
Gross Receipts
$11,734
Mission and Program Overview

Mission

Income for the benefit and care of persons 60 years and older

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$222,603$221,276▼ $1,327
Rtn Earn Endowment Incm Other Fnds$226,856$221,029▼ $5,827
Cash and Non-Interest-Bearing Accounts$4,253$-247▼ $4,500
Total Assets$226,856$221,029▼ $5,827
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$226,856$221,029▼ $5,827
Total Liabilities and Net Assets / Fund Balance$226,856$221,029▼ $5,827
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$5,059$5,059
Dr George Stege IiiCo-trustee$4,000$4,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$11,734
Other Revenue
$0
Change in Net Assets
$-5,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,145
Salaries, Compensation, and Employee Benefits$5,059
Other Expenses$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,145--$8,145
Current Officers, Directors, Trustees, and Key Employees-$5,059-$5,059
Fees for Service Investment Mgmnt Fees-$4,000-$4,000
Total Functional Expenses$8,145$9,059$0$17,204
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

Minutes are kept to document decisions made during meetings

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

Minutes are kept to document decisions made during meetings

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Copy of form 990 is submitted to trustee for review and approval befor return is filed with irs

Form 990, Page 6, Part VI, Line 19

Documents and returns are made available to the public upon request either by letter or phone

Filing and Contact Details

Filer

Filer Name
Huhlein Memorial Trust
EIN
38-6646183
Phone
3132223384
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Matthew Cleary
Title
Trust Tax Offic
Phone
3132223384
Signed
2020-12-20

Organization Details

Formed
1994
Legal Domicile
Mi
Voting Board Members
2
Independent Board Members
1
Employees
0

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWY SUITE 800, TEMPE, AZ 85281
Preparer
Bradley N Sprong
Phone
8558073423
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Difference in cash receipts vs taxable income

Raw XML Appendix290 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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IRS990/BooksInCareOfDetail/PhoneNum03132223568
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0411 W LAFAYETTE M/C 3420
IRS990/BooksInCareOfDetail/USAddress/CityNm0DETROIT
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15059
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt08145
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08145
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08145
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07529
IRS990/GrossReceiptsAmt011734
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04205
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04205
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0222603
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0221276
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0INCOME FOR THE BENEFIT AND CARE OF PERSONS 60 YEARS AND OLDER
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0226856
IRS990/NetAssetsOrFundBalancesEOYAmt0221029
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07529
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07529
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-357
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0COMERICA BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08851
IRS990/PYInvestmentIncomeAmt047520
IRS990/PYOtherExpensesAmt03667
IRS990/PYRevenuesLessExpensesAmt029855
IRS990/PYSalariesCompEmpBnftPaidAmt05147
IRS990/PYTotalExpensesAmt017665
IRS990/PYTotalRevenueAmt047520
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5470
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0226856
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0221029
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13258
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt23257
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GRACE EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1EPISCOPAL CHURCH HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2PRESBYTERIAN HOMES & SERV
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08144
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MINUTES ARE KEPT TO DOCUMENT DECISIONS MADE DURING MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES ARE KEPT TO DOCUMENT DECISIONS MADE DURING MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF FORM 990 IS SUBMITTED TO TRUSTEE FOR REVIEW AND APPROVAL BEFOR RETURN IS FILED WITH IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AND RETURNS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST EITHER BY LETTER OR PHONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIFFERENCE IN CASH RECEIPTS VS TAXABLE INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/USAddress/ZIPCd0482757874
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IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CLEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST TAX OFFIC
ReturnHeader/BusinessOfficerGrp/PhoneNum03132223384
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUHLEIN MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HUHL
ReturnHeader/Filer/EIN0386646183
ReturnHeader/Filer/PhoneNum03132223384
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08172CFA3E7FF677AAE81E2FEF24BD4FB69E67ECE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A51281460E3EC0CEBBA4F438DB3C7BB357BEA502
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.206.0.5
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 E RIO SALADO PKWY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085281
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02020-12-22T19:00:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.10$0.20$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.18$0.20$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.19$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.12$0.17$0.05
2019Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$0.48$0.18$0.30
2018Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.11$0.17$0.06
2017Summary only. Only limited summary data is available for this year.$2.06$0.00$2.06$0.13$0.16$0.02
2016Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$0.08$0.16$0.08
2015Summary only. Only limited summary data is available for this year.$2.16$0.00$2.16$0.05$0.17$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.06$0.17$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.00$2.37$0.20$0.15$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.20$0.10$0.09
2011Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$0.06$0.11$0.05