Civic Intelligence

Joseph S Micallef & Jane Y Micallef Trustees of the Theresa a & Vincen

990PF • Fiscal year 2021 • EIN 41-6543679

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

7 Montcalm CourtSt Paul, MN 55116

(651) 271-3081

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

28th percentile

-6.8%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

26th percentile

-8.6%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

40th percentile

-5.6%

Faster revenue growth than 40% of similar nonprofits.

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

Assets

Down

$24,560

Down $2,322 (-8.6%) from 2020

Net Assets

Down

$24,560

Down $2,322 (-8.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$34,003

Down $2,000 (-5.6%) from 2020

Expenses

Up

$36,325

Up $8,500 (+31%) from 2020

Net Income

Down

-$2,322

Down $10,500 (-128%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $18,864Liabilities 2011: $02011Assets 2012: $31,489Liabilities 2012: $02012Assets 2013: $40,214Liabilities 2013: $02013Assets 2014: $50,139Liabilities 2014: $02014Assets 2015: $38,414Liabilities 2015: $02015Assets 2019: $18,704Liabilities 2019: $02019Assets 2020: $26,882Liabilities 2020: $0Net Assets 2020: $26,8822020Assets 2021: $24,560Liabilities 2021: $0Net Assets 2021: $24,5602021Assets 2022: $38,987Liabilities 2022: $0Net Assets 2022: $38,9872022Assets 2023: $76,113Liabilities 2023: $0Net Assets 2023: $76,1132023Assets 2024: $101,241Liabilities 2024: $0Net Assets 2024: $101,2412024

Highlighted filing

2021

Assets$24,560
Liabilities$0
Net Assets$24,560

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $26,000Expenses 2011: $7,275Net Income 2011: $18,7252011Revenue 2012: $37,000Expenses 2012: $24,375Net Income 2012: $12,6252012Revenue 2013: $37,000Expenses 2013: $28,275Net Income 2013: $8,7252013Revenue 2014: $57,000Expenses 2014: $47,075Net Income 2014: $9,9252014Revenue 2015: $32,000Expenses 2015: $43,725Net Income 2015: -$11,7252015Revenue 2019: $17,001Expenses 2019: $21,841Net Income 2019: -$4,8402019Revenue 2020: $36,003Expenses 2020: $27,825Net Income 2020: $8,1782020Revenue 2021: $34,003Expenses 2021: $36,325Net Income 2021: -$2,3222021Revenue 2022: $47,002Expenses 2022: $32,575Net Income 2022: $14,4272022Revenue 2023: $70,001Expenses 2023: $32,875Net Income 2023: $37,1262023Revenue 2024: $70,003Expenses 2024: $44,875Net Income 2024: $25,1282024

Highlighted filing

2021

Revenue$34,003
Expenses$36,325
Net Income-$2,322
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH S MICALLEFTrustee-$0--
JANE Y MICALLEFTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Theresa a & Vincent J Baker Foundation
EIN
41-6543679
Phone
6512713081
Address
7 MONTCALM COURT, ST PAUL, MN 55116

Signing Officer

Name
Joseph S Micallef
Title
Trustee
Phone
6512713081
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Denet Kenefick & Associates Pa
Address
1140 CENTRE POINTE DRIVE SUITE 100, MENDOTA HEIGHTS, MN 55120-1273
Preparer
Michael J Kenefick CPA
Phone
6513790300
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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/RecipientUSAddress/CityNm4ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd056321
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd356321
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd555101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd655101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd755455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd855014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd960607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035700
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/AppliedToCurrentYearAmt01782
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024161
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024161
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129089
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033918
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020530
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021814
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026954
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033918
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0153250
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0119332
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FOUNDATION FOR THE DEVELOPMENT OF HUMAN POTENTIAL
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1CHERBEC ADVANCEMENT FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02000 WELLS FARGO PLACE 30 EAST 7TH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12000 WELLS FARGO PLACE 30 EAST 7TH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST PAUL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ST PAUL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd155101
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt124000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH S MICALLEF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06512713081
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THERESA A & VINCENT J BAKER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOSEPH S MICALLEF
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0416543679
ReturnHeader/Filer/PhoneNum06512713081
ReturnHeader/Filer/USAddress/AddressLine1Txt07 MONTCALM COURT
ReturnHeader/Filer/USAddress/CityNm0ST PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320034124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENET KENEFICK & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01140 CENTRE POINTE DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENDOTA HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0551201273
ReturnHeader/PreparerPersonGrp/PhoneNum06513790300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J KENEFICK CPA
ReturnHeader/ReturnTs02022-05-12T13:45:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MICALLEF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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