Civic Intelligence

Robert & Lottie Clark Charitable Tr

990PF • Fiscal year 2019 • EIN 38-6777836

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

Organization Profile
First Bank 1502 W WashingtonMarquette, MI 49855

(906) 228-6088

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$4,391

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$362,629

Down $6,142 (-1.7%) from 2018

Net Assets

Down

$362,629

Down $6,142 (-1.7%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin14th percentile

Revenue

Down

$20,123

Down $2,253 (-10%) from 2018

Expenses

Down

$26,455

Down $968 (-3.5%) from 2018

Net Income

Down

-$6,332

Down $1,285 (-25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2010: $438,657Liabilities 2010: $0Net Assets 2010: $438,6572010Assets 2011: $432,067Liabilities 2011: $0Net Assets 2011: $432,0672011Assets 2012: $425,536Liabilities 2012: $0Net Assets 2012: $425,5362012Assets 2013: $424,865Liabilities 2013: $12013Assets 2014: $416,148Liabilities 2014: $1Net Assets 2014: $416,1482014Assets 2015: $395,925Liabilities 2015: $1Net Assets 2015: $395,9252015Assets 2016: $382,483Liabilities 2016: $0Net Assets 2016: $382,4832016Assets 2017: $373,818Liabilities 2017: $0Net Assets 2017: $373,8182017Assets 2018: $368,771Liabilities 2018: $0Net Assets 2018: $368,7712018Assets 2019: $362,629Liabilities 2019: $1Net Assets 2019: $362,6292019Assets 2020: $363,620Liabilities 2020: $1Net Assets 2020: $363,6202020Assets 2021: $383,778Liabilities 2021: $12021Assets 2022: $271,042Liabilities 2022: $1Net Assets 2022: $271,0422022Assets 2023: $273,453Liabilities 2023: $12023

Highlighted filing

2019

Assets$362,629
Liabilities$1
Net Assets$362,629
Open 2019 Filing

Operations Trend

Revenue Growth34th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $27,3852010Expenses 2011: $28,9342011Expenses 2012: $29,3912012Revenue 2013: $28,800Expenses 2013: $29,471Net Income 2013: -$6712013Revenue 2014: $20,901Expenses 2014: $29,618Net Income 2014: -$8,7172014Revenue 2015: $8,963Expenses 2015: $29,186Net Income 2015: -$20,2232015Revenue 2016: $14,628Expenses 2016: $28,070Net Income 2016: -$13,4422016Revenue 2017: $18,468Expenses 2017: $27,133Net Income 2017: -$8,6652017Revenue 2018: $22,376Expenses 2018: $27,423Net Income 2018: -$5,0472018Revenue 2019: $20,123Expenses 2019: $26,455Net Income 2019: -$6,3322019Revenue 2020: $27,972Expenses 2020: $26,451Net Income 2020: $1,5212020Revenue 2021: $46,378Expenses 2021: $26,351Net Income 2021: $20,0272021Revenue 2022: -$10,261Expenses 2022: $102,655Net Income 2022: -$112,9162022Revenue 2023: $13,549Expenses 2023: $11,132Net Income 2023: $2,4172023

Highlighted filing

2019

Revenue$20,123
Expenses$26,455
Net Income-$6,332
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST BANK UPPER MICHIGANTrustee-$4,391-$4,391
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST PRESBYTERIAN CHURCHDONATION-MARQUETTE, MI, US$5,257
Paid GrantMARQUETTE COMMUNITY FOUNDATIONDONATION-MARQUETTE, MI, US$5,257
Paid GrantMARQUETTE AREA PUBLIC SCHOOLSEXPANDING POSSIBILITIES PROGRAM-MARQUETTE, MI, US$5,256
Paid GrantTHE NATURE CONSERVANCYFOR UPPER PENINSULA-MARQUETTE, MI, US$5,256
Filing and Contact Details

Filer

Filer Name
Robert & Lottie Clark Charitable Trust
EIN
38-6777836
Phone
9062286088
Address
FIRST BANK 1502 W WASHINGTON, MARQUETTE, MI 49855

Signing Officer

Name
Richard Ledy
Title
Trust Officer
Phone
9062286088
Signed
2020-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Makela Toutant Hill Nardi & Katona Pc
Address
201 W BLUFF STREET, MARQUETTE, MI 49855
Preparer
Robin Rauvala CPA
Phone
9062283600
Raw XML Appendix359 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0945
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MAKELA TOUTANT HILL NARDI & KATONA PC - RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VANGUARD SHORT TERM INVMT GRADE ADMR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GOLDMAN SACHS GROUP 3.75% DUE 5/22/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2USAA INTERMEDIATE TERM BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ROYAL BANK CANADA 2.35% DUE 10/30/2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MERCANTILE BANK OF MI 3.05% DUE 12/07/2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5FIRST NATL BK AMER CD 1.70% DUE 09/18/2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6NEW BUFFALO SAVINGS BK CD 2.55% DUE 10/30/2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt038808
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt135000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt228149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt335002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt435000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt530000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt630000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt039137
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt137154
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt228471
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt335133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt435453
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt530011
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt630234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt622265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt420707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt624993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN CAPITAL INCOME BUILDER #412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN CAPITAL WORLD GROWTH & INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3T ROWE PRICE OTC SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4T ROWE PRICE MID-CAP GROWTH FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5OPPENHEIMER DEVELOPING MARKETS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD EQUITY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt020875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD REIT INDEX FUND ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt022714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010219
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08888
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01016
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020123
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt020123
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0945
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0945
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08888
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04391
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04391
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021026
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021026
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010219
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010219
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6332
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0117726
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01016
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08888
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014754
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt026455
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05369
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0108838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0117726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08888
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6332
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0190
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0362629
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0368771
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0362629
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020597
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020597
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020597
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020892
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0295
IRS990PF/DistributableAmountGrp/TotalTaxAmt0295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0170
IRS990PF/FMVAssetsEOYAmt0420722
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0237460
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0231959
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0235593
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt099889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt080551
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0133171
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07776
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt020875
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt022714
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0368771
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0362629
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023646
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt029244
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt029244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0368771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0362629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0420722
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0368771
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0362629
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0368771
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0362629
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0424209
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt044715
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0379494
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06363
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020892
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0417846
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0424209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04391
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIRST BANK UPPER MICHIGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01502 W WASHINGTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MARQUETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt021095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt021243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt022570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt023373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt023256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0417846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0423914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0436443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0434042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0454307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0474656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt021026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.252422
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt021026
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021026
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021026
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIRST BANK UPPER MICHIGAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01502 W WASHINGTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MARQUETTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049855
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09062286088
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/Amt05257
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25257
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EXPANDING POSSIBILITIES PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR UPPER PENINSULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARQUETTE AREA PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MARQUETTE COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0120 N FRONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11023 W FAIR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2401 E FAIR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3109 W BARAGA AVE SUITE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARQUETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARQUETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARQUETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MARQUETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349855
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021026
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021026
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021026
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020597
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021026
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0190
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/Amt133
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt133
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LEDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09062286088
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & LOTTIE CLARK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0386777836
ReturnHeader/Filer/PhoneNum09062286088
ReturnHeader/Filer/USAddress/AddressLine1Txt0FIRST BANK 1502 W WASHINGTON
ReturnHeader/Filer/USAddress/CityNm0MARQUETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049855
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C34178C4AD196BEDDF05D8A64894AD230430D76C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED16A8CD629A649499B569876F265A38B76BDBDB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.13.97.2
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:48:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382806590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAKELA TOUTANT HILL NARDI & KATONA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 W BLUFF STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARQUETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049855
ReturnHeader/PreparerPersonGrp/PhoneNum09062283600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN RAUVALA CPA
ReturnHeader/ReturnTs02020-07-13T13:50:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,629
Liabilities
$1
Net assets
$362,629
Revenue
$20,123
Expenses
$26,455
Net income
-$6,332
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.$2.73$0.00$0.14$0.11$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.10$1.03$1.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$0.46$0.26$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.28$0.26$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.20$0.26$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$0.22$0.27$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.18$0.27$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$0.15$0.28$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.09$0.29$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.21$0.30$0.09
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$0.29$0.29$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.29
2011Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.27
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits