Civic Intelligence

The Windfall Foundation

990PF • Fiscal year 2023 • EIN 45-3698071

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
128 West Spring StreetMarquette, MI 49855

(906) 226-2543

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,367,839

Up $971,615 (+22%) from 2022

Net Assets

Up

$5,367,839

Up $971,615 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin96th percentile

Revenue

Up

$1,068,298

Up $147,846 (+16%) from 2022

Expenses

Up

$100,204

Up $50,091 (+100%) from 2022

Net Income

Up

$968,094

Up $97,755 (+11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $196,040Liabilities 2011: $02011Assets 2012: $333,738Liabilities 2012: $0Net Assets 2012: $333,7382012Assets 2013: $505,020Liabilities 2013: $0Net Assets 2013: $505,0202013Assets 2014: $698,805Liabilities 2014: $0Net Assets 2014: $698,8052014Assets 2015: $817,975Liabilities 2015: $0Net Assets 2015: $817,9752015Assets 2016: $756,220Liabilities 2016: $0Net Assets 2016: $756,2202016Assets 2017: $994,050Liabilities 2017: $0Net Assets 2017: $994,0502017Assets 2018: $1,606,488Liabilities 2018: $0Net Assets 2018: $1,606,4882018Assets 2019: $2,324,967Liabilities 2019: $0Net Assets 2019: $2,324,9672019Assets 2020: $2,978,261Liabilities 2020: $0Net Assets 2020: $2,978,2612020Assets 2021: $3,531,160Liabilities 2021: $0Net Assets 2021: $3,531,1602021Assets 2022: $4,396,224Liabilities 2022: $0Net Assets 2022: $4,396,2242022Assets 2023: $5,367,839Liabilities 2023: $0Net Assets 2023: $5,367,8392023Assets 2024: $6,413,126Liabilities 2024: $0Net Assets 2024: $6,413,1262024

Highlighted filing

2023

Assets$5,367,839
Liabilities$0
Net Assets$5,367,839
Open 2023 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $200,000Expenses 2011: $3,960Net Income 2011: $196,0402011Expenses 2012: $62,3162012Revenue 2013: $200,028Expenses 2013: $28,746Net Income 2013: $171,2822013Revenue 2014: $200,046Expenses 2014: $6,261Net Income 2014: $193,7852014Revenue 2015: $200,058Expenses 2015: $80,888Net Income 2015: $119,1702015Revenue 2016: $72Expenses 2016: $61,827Net Income 2016: -$61,7552016Revenue 2017: $319,611Expenses 2017: $81,781Net Income 2017: $237,8302017Revenue 2018: $660,368Expenses 2018: $47,979Net Income 2018: $612,3892018Revenue 2019: $820,874Expenses 2019: $101,482Net Income 2019: $719,3922019Revenue 2020: $693,444Expenses 2020: $40,254Net Income 2020: $653,1902020Revenue 2021: $1,083,346Expenses 2021: $529,629Net Income 2021: $553,7172021Revenue 2022: $920,452Expenses 2022: $50,113Net Income 2022: $870,3392022Revenue 2023: $1,068,298Expenses 2023: $100,204Net Income 2023: $968,0942023Revenue 2024: $1,374,020Expenses 2024: $330,871Net Income 2024: $1,043,1492024

Highlighted filing

2023

Revenue$1,068,298
Expenses$100,204
Net Income$968,094
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J STEPHEN MAYSDirector & P-$0--
DIANE B KRIBS-MAYSDirector & S-$0--
KENNETH J SEAVOYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Windfall Foundation
EIN
45-3698071
Phone
9062262543
Address
128 WEST SPRING STREET, MARQUETTE, MI 49855

Signing Officer

Name
J Stephen Mays
Title
Director & President
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
201 W BLUFF ST, MARQUETTE, MI 49855
Preparer
Kara a Katona
Phone
9062283600
Raw XML Appendix349 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/Amt01276
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MAKELA TOUTANT HILL NARDI & KATO
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0206994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt146446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2147032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3112428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4320289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5194632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6901107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7546713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8291706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9105821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10171568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11163160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12287375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13130766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14269941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15166869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16378611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17123749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18735932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESCO COMSTOCK FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GOLDMAN SACHS FINL SQUARE TREAS INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2METROPOLITAN WEST TOTAL RETURN BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PRINCIPAL MIDCAP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMERICAN FUNDS EUROPACIFIC GROWTH FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PRINCIPAL HIGH YIELD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6T ROWE PRICE BLUE CHIP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BAIRD FDS INC AGGREGATE BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIDELITY 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MFS SER TR X EMERGING MKRTS DEBT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ABBEY CAPITAL FUTURES STRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11AMERICAN BEACON FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ALLSPRING EMERGING MKTS EQUALITY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PIMCO FDS PAC INVT MGMT SER TOTAL RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PIMCO COMMODITY REAL RETURN STRAT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15T ROWE PRICE INTL FD OVERSEAS STK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ALLSPRING SPECIAL MID CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DELAWARE SMALL CAP CORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GOLDMAN SACHS COMMODITY STRATEGY FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19JPMORGAN TR II CORE BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0214408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2160639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3107315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4312397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5215316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6836087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7637849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8262360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9101261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10154508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11161325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12260371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13102113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14269500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15161346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16385592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17102039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18781253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0127140
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-59750
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0908
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt068298
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt068298
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01276
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01276
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01000000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0127140
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0127140
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0968094
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0772158
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0908
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0908
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-59750
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt087844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt037549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt037549
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01379
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01379
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0100204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0128048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01068298
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040204
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0831908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-102293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-102293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0729615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-59750
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0968094
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03521
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05367839
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04396224
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05367839
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0208493
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0208493
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0208493
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0209714
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01221
IRS990PF/DistributableAmountGrp/TotalTaxAmt01221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02324
IRS990PF/FMVAssetsEOYAmt05338825
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04248120
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05301139
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05272125
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04396224
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05367839
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0148104
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt066700
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt066700
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04396224
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05367839
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05338825
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04396224
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05367839
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04396224
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05367839
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04258146
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0141817
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04116329
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt063872
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0209714
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04194274
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04258146
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J STEPHEN MAYS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANE B KRIBS-MAYS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KENNETH J SEAVOY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR & P
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR & S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0128 WEST SPRING STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1128 WEST SPRING STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2128 WEST SPRING STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MARQUETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MARQUETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MARQUETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd249855
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt060000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt060000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0128 WEST SPRING STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MARQUETTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049855
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KENNETH J SEAVOY
IRS990PF/StatementsRegardingActyGrp/PhoneNum09062262543
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT APPLICATIONS SHOULD BE OBTAINED AND COMPLETED IN ACCORDANCE WITH THE APPLICATION INSTRUCTIONS, TO INCLUDE: (A) APPLICATION COVER SHEET (B) NARRATIVE (1) EXECUTIVE SUMMARY (2) PURPOSE OF GRANT (3) EVALUATION (4) BUDGET (5) ORGANIZATION INFORMATION (C) ATTACHMENTS (1) COPY OF IRS DETERMINATION LETTER INDICATING 401 (C)(3) EXEMPT STATUS (2) LIST OF BOARD OF DIRECTORS (3) BUDGET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KARA A KATONA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09062283600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0201 WEST BLUFF STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MARQUETTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd049855
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE LIMITED TO ORGINAZATIONS THAT HAVE OBTAINED 501(C)(3) STATUS OR THE UNITED STATES OR ANY STATE OR POLITICAL SUBDIVISION OF ANY STATE FOR USE SOLELY FOR PUBLIC PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0J STEPHEN MAYS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DIANE B KRIBS-MAYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SNOWPLOW FOR RESCUE TRUCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BAY CLIFF HEALTH CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TRI-TOWNSHIP FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIG BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149880
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt060000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0208493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0148493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0177876
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0148493
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029383
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029383
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0177876
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0J STEPHEN MAYS AND DIANE B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 22
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ROCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd049880
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03521
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK VS TAX TIMING DIFFERENCE ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01467
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt136042
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MAKELA TOUTANT HILL NARDI & KATO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1WELLS FARGO BANK - INVESTMENT AD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2KENDRICKS BORDEAU
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01467
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt136042
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt240
TaxesSchedule/TaxesDetail/Amt01379
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01379
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J STEPHEN MAYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR & PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WINDFALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0453698071
ReturnHeader/Filer/PhoneNum09062262543
ReturnHeader/Filer/USAddress/AddressLine1Txt0128 WEST SPRING STREET
ReturnHeader/Filer/USAddress/CityNm0MARQUETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049855
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383133790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREWS HOOPER PAVLIK PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 W BLUFF ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARQUETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049855
ReturnHeader/PreparerPersonGrp/PhoneNum09062283600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARA A KATONA
ReturnHeader/ReturnTs02024-06-18T16:32:19-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0J STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAYS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,367,839
Liabilities
$0
Net assets
$5,367,839
Revenue
$1,068,298
Expenses
$100,204
Net income
$968,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$1.37$0.33$1.04
2023Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$1.07$0.10$0.97
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.92$0.05$0.87
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$1.08$0.53$0.55
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.69$0.04$0.65
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.82$0.10$0.72
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.66$0.05$0.61
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.32$0.08$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.00$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.20$0.08$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.20$0.01$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.20$0.03$0.17
2012Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.06
2011Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$0.00$0.20