Civic Intelligence

Robert W and Eileen E Hesse Memorial Fund

990PF • Fiscal year 2022 • EIN 45-6327865

Jan 01, 2022 to Dec 31, 2022 • Filed on May 17, 2023

Organization Profile
200 St Andrews RdSaginaw, MI 48638

(989) 792-9641

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

53rd percentile

1.0%

Faster asset growth than 53% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

3.0%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$961,983

Up $9,101 (+1.0%) from 2021

Net Assets

Up

$961,983

Up $9,101 (+1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin62nd percentile

Revenue

Up

$71,101

Up $2,078 (+3.0%) from 2021

Expenses

Down

$62,000

Down $53,742 (-46%) from 2021

Net Income

Up

$9,101

Up $55,820 (+119%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,414,888Liabilities 2011: $0Net Assets 2011: $1,414,8882011Assets 2012: $1,405,170Liabilities 2012: $0Net Assets 2012: $1,405,1702012Assets 2013: $1,358,977Liabilities 2013: $0Net Assets 2013: $1,358,9772013Assets 2014: $1,323,600Liabilities 2014: $0Net Assets 2014: $1,323,6002014Assets 2015: $1,292,848Liabilities 2015: $0Net Assets 2015: $1,292,8482015Assets 2016: $1,245,340Liabilities 2016: $0Net Assets 2016: $1,245,3402016Assets 2017: $1,211,460Liabilities 2017: $0Net Assets 2017: $1,211,4602017Assets 2018: $1,142,485Liabilities 2018: $0Net Assets 2018: $1,142,4852018Assets 2019: $1,087,386Liabilities 2019: $0Net Assets 2019: $1,087,3862019Assets 2020: $999,601Liabilities 2020: $0Net Assets 2020: $999,6012020Assets 2021: $952,882Liabilities 2021: $0Net Assets 2021: $952,8822021Assets 2022: $961,983Liabilities 2022: $0Net Assets 2022: $961,9832022Assets 2023: $953,440Liabilities 2023: $0Net Assets 2023: $953,4402023Assets 2024: $964,782Liabilities 2024: $0Net Assets 2024: $964,7822024

Highlighted filing

2022

Assets$961,983
Liabilities$0
Net Assets$961,983
Open 2022 Filing

Operations Trend

Revenue Growth47th percentile

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

$200K$100K$0-$100KExpenses 2011: $4,6222011Expenses 2012: $74,8552012Revenue 2013: $56,490Expenses 2013: $102,683Net Income 2013: -$46,1932013Revenue 2014: $79,904Expenses 2014: $115,281Net Income 2014: -$35,3772014Revenue 2015: $63,790Expenses 2015: $94,542Net Income 2015: -$30,7522015Revenue 2016: $59,693Expenses 2016: $107,201Net Income 2016: -$47,5082016Revenue 2017: $83,272Expenses 2017: $117,152Net Income 2017: -$33,8802017Revenue 2018: $52,643Expenses 2018: $121,618Net Income 2018: -$68,9752018Revenue 2019: $64,796Expenses 2019: $119,895Net Income 2019: -$55,0992019Revenue 2020: $26,786Expenses 2020: $114,571Net Income 2020: -$87,7852020Revenue 2021: $69,023Expenses 2021: $115,742Net Income 2021: -$46,7192021Revenue 2022: $71,101Expenses 2022: $62,000Net Income 2022: $9,1012022Revenue 2023: $49,352Expenses 2023: $57,895Net Income 2023: -$8,5432023Revenue 2024: $160,133Expenses 2024: $148,791Net Income 2024: $11,3422024

Highlighted filing

2022

Revenue$71,101
Expenses$62,000
Net Income$9,101
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 17, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MEYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert W & Eileen E Hesse Memorial
EIN
45-6327865
Phone
9897929641
Address
200 ST ANDREWS RD, SAGINAW, MI 48638

Signing Officer

Name
David Meyer
Title
Trustee
Phone
9897929641
Signed
2023-05-17

Preparer

Firm
Zehnder & Associates Pc
Address
516 S MAIN ST STE A, FRANKENMUTH, MI 48734
Preparer
Jared R List CPA
Phone
9896522665
Raw XML Appendix314 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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FUNDS ARE AVAILABLE TO ANY 501(C)(3) ORGANIZATION. TO OBTAIN A FORM PLEASE CONTACT DAVID MEYER AT 200 ST ANDREW ST, SAGIANW MI 48638
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAGINAW STRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01447 N HARRISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1524 E BELLOWS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 W LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3121 S HARRISON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAGINAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MT PLEASANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BAY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAGINAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148859
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348602
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037000
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/AppliedToCurrentYearAmt041830
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt034722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017140
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt034722
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011248
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041830
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt079965
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114687
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - SMITH BOVILL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04830
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04830
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017383
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017383
TaxesSchedule/TaxesDetail/Amt0276
TaxesSchedule/TaxesDetail/Amt11061
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0276
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11061
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09897929641
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT W & EILEEN E HESSE MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0456327865
ReturnHeader/Filer/PhoneNum09897929641
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 ST ANDREWS RD
ReturnHeader/Filer/USAddress/CityNm0SAGINAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048638
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200591063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZEHNDER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0516 S MAIN ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKENMUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048734
ReturnHeader/PreparerPersonGrp/PhoneNum09896522665
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED R LIST CPA
ReturnHeader/ReturnTs02023-05-24T09:47:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEYER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$961,983
Liabilities
$0
Net assets
$961,983
Revenue
$71,101
Expenses
$62,000
Net income
$9,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.16$0.15$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.06$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.07$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.11$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.06$0.12$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.05$0.12$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.08$0.12$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.06$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.10$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.00