Civic Intelligence

Kaiser Family Charitable Trust MI Charitable Trust 21491

990PF • Fiscal year 2014 • EIN 38-6685615

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 12, 2015

Organization Profile
88 N Main StThree Rivers, MI 49093

(269) 273-8641

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$1,322

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

61st percentile

6.1%

Faster asset growth than 61% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

193%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$97,145

Up $5,611 (+6.1%) from 2013

Net Assets

$97,145

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Up

$12,944

Up $8,522 (+193%) from 2013

Expenses

Down

$7,333

Down $108 (-1.5%) from 2013

Net Income

Up

$5,611

Up $8,630 (+286%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$100K$50K$0Assets 2011: $94,879Liabilities 2011: $02011Assets 2012: $94,553Liabilities 2012: $02012Assets 2013: $91,534Liabilities 2013: $02013Assets 2014: $97,145Liabilities 2014: $1Net Assets 2014: $97,1452014Assets 2015: $96,428Liabilities 2015: $1Net Assets 2015: $96,4282015Assets 2016: $91,358Liabilities 2016: $0Net Assets 2016: $91,3582016Assets 2017: $90,229Liabilities 2017: $0Net Assets 2017: $90,2292017Assets 2018: $90,174Liabilities 2018: $0Net Assets 2018: $90,1742018Assets 2019: $88,643Liabilities 2019: $1Net Assets 2019: $88,6432019Assets 2020: $84,036Liabilities 2020: $12020Assets 2021: $85,558Liabilities 2021: $1Net Assets 2021: $85,5582021Assets 2022: $75,421Liabilities 2022: $12022Assets 2023: $73,736Liabilities 2023: $12023

Highlighted filing

2014

Assets$97,145
Liabilities$1
Net Assets$97,145
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $3,579Expenses 2011: $4,222Net Income 2011: -$6432011Revenue 2012: $3,657Expenses 2012: $3,983Net Income 2012: -$3262012Revenue 2013: $4,422Expenses 2013: $7,441Net Income 2013: -$3,0192013Revenue 2014: $12,944Expenses 2014: $7,333Net Income 2014: $5,6112014Revenue 2015: $6,576Expenses 2015: $7,293Net Income 2015: -$7172015Revenue 2016: $2,677Expenses 2016: $7,747Net Income 2016: -$5,0702016Revenue 2017: $5,317Expenses 2017: $6,446Net Income 2017: -$1,1292017Revenue 2018: $6,034Expenses 2018: $6,089Net Income 2018: -$552018Revenue 2019: $4,533Expenses 2019: $6,064Net Income 2019: -$1,5312019Revenue 2020: $2,437Expenses 2020: $7,044Net Income 2020: -$4,6072020Revenue 2021: $7,521Expenses 2021: $5,999Net Income 2021: $1,5222021Revenue 2022: -$4,010Expenses 2022: $6,127Net Income 2022: -$10,1372022Revenue 2023: $4,476Expenses 2023: $6,161Net Income 2023: -$1,6852023

Highlighted filing

2014

Revenue$12,944
Expenses$7,333
Net Income$5,611
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Souther Michigan Bank and TrustTrustee-$1,322-$1,322
Filing and Contact Details

Filer

Filer Name
Kaiser Family Charitable Trust
EIN
38-6685615
Address
88 N Main St, Three Rivers, MI 49093

Signing Officer

Name
Jeanie Winans
Title
Vice President
Phone
2692792404
Signed
2015-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Norman & Paulsen Pc
Address
123 N MAIN ST, THREE RIVERS, MI 49093
Preparer
Ricky L Strawser CPA
Phone
2692738641
Raw XML Appendix278 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/PropertyDesc2Total long-term reported to IRS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01200 N Main St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Three Rivers
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05283
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/AppliedToCurrentYearAmt04534
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt01010
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01871
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03660
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01871
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07333
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01789
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03660
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01871
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt024
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/CategoryTxt02013 Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt024
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt024
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANIE WINANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02692792404
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kaiser Family Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0KAIS
ReturnHeader/Filer/EIN0386685615
ReturnHeader/Filer/USAddress/AddressLine1Txt088 N Main St
ReturnHeader/Filer/USAddress/CityNm0Three Rivers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049093
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382138072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORMAN & PAULSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THREE RIVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049093
ReturnHeader/PreparerPersonGrp/PhoneNum02692738641
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICKY L STRAWSER CPA
ReturnHeader/ReturnTs02015-03-19T14:08:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$97,145
Liabilities
$1
Net assets
$97,145
Revenue
$12,944
Expenses
$7,333
Net income
$5,611
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.$73.7$0.00$4.48$6.16$1.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.4$0.00$4.01$6.13$10.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.6$0.00$85.6$7.52$6.00$1.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.0$0.00$2.44$7.04$4.61
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$88.6$0.00$88.6$4.53$6.06$1.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.2$0.00$90.2$6.03$6.09$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.2$0.00$90.2$5.32$6.45$1.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.4$0.00$91.4$2.68$7.75$5.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.4$0.00$96.4$6.58$7.29$0.72
2014Detailed filing. Detailed filing data is available for this year.$97.1$0.00$97.1$12.9$7.33$5.61
2013Summary only. Only limited summary data is available for this year.$91.5$0.00$4.42$7.44$3.02
2012Summary only. Only limited summary data is available for this year.$94.6$0.00$3.66$3.98$0.33
2011Summary only. Only limited summary data is available for this year.$94.9$0.00$3.58$4.22$0.64
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits