Civic Intelligence

Robert & Lottie Clark Charitable Tr

990PF • Fiscal year 2021 • EIN 38-6777836

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

82nd percentile

43%

Higher net margin than 82% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$4,796

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

5.5%

Faster asset growth than 53% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

66%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$383,778

Up $20,158 (+5.5%) from 2020

Net Assets

Up

$383,778

Up $20,158 (+5.5%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin82nd percentile

Revenue

Up

$46,378

Up $18,406 (+66%) from 2020

Expenses

Down

$26,351

Down $100 (-0.4%) from 2020

Net Income

Up

$20,027

Up $18,506 (+1217%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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: $1Net Assets 2021: $383,7782021Assets 2022: $271,042Liabilities 2022: $1Net Assets 2022: $271,0422022Assets 2023: $273,453Liabilities 2023: $12023

Highlighted filing

2021

Assets$383,778
Liabilities$1
Net Assets$383,778
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$46,378
Expenses$26,351
Net Income$20,027
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST BANK UPPER MICHIGANTrustee-$4,796-$4,796
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
2022-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Makela Toutant Hill Nardi & Katona Pc
Address
201 W BLUFF STREET, MARQUETTE, MI 49855
Preparer
Kara a Katona CPA
Phone
9062283600
Raw XML Appendix318 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR UPPER PENINSULA
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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/TotalGrantOrContriPdDurYrAmt020272
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/AppliedToCurrentYearAmt02
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020270
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020272
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021778
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020270
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0131
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt0314
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LEDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09062286088
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
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/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/PreparationDt02022-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARA A KATONA CPA
ReturnHeader/ReturnTs02022-05-10T13:36:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEDY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,778
Liabilities
$1
Net assets
$383,778
Revenue
$46,378
Expenses
$26,351
Net income
$20,027
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
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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

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