Civic Intelligence

Michael E Speltz Charitable Foundation C/O Michael E Speltz

990PF • Fiscal year 2017 • EIN 46-2952977

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization Profile
21956 County Rd 27Rollingstone, MN 55969

(507) 458-4695

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

84%

Faster asset growth than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

4916%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$178,342

Up $81,179 (+84%) from 2016

Net Assets

Up

$178,342

Up $81,179 (+84%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$87,178

Up $85,440 (+4916%) from 2016

Expenses

Down

$5,999

Down $582 (-8.8%) from 2016

Net Income

Up

$81,179

Up $86,022 (+1776%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$600K$400K$200K$0Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $102,992Liabilities 2014: $0Net Assets 2014: $102,9922014Assets 2015: $102,006Liabilities 2015: $0Net Assets 2015: $102,0062015Assets 2016: $97,163Liabilities 2016: $0Net Assets 2016: $97,1632016Assets 2017: $178,342Liabilities 2017: $0Net Assets 2017: $178,3422017Assets 2018: $205,091Liabilities 2018: $0Net Assets 2018: $205,0912018Assets 2019: $242,591Liabilities 2019: $0Net Assets 2019: $242,5912019Assets 2020: $275,875Liabilities 2020: $0Net Assets 2020: $275,8752020Assets 2021: $386,016Liabilities 2021: $10,000Net Assets 2021: $376,0162021Assets 2022: $349,694Liabilities 2022: $0Net Assets 2022: $349,6942022Assets 2023: $399,567Liabilities 2023: $0Net Assets 2023: $399,5672023Assets 2024: $481,699Liabilities 2024: $0Net Assets 2024: $481,6992024

Highlighted filing

2017

Assets$178,342
Liabilities$0
Net Assets$178,342
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $4,585Expenses 2013: $4,585Net Income 2013: $02013Revenue 2014: $104,087Expenses 2014: $1,095Net Income 2014: $102,9922014Revenue 2015: $3,272Expenses 2015: $4,258Net Income 2015: -$9862015Revenue 2016: $1,738Expenses 2016: $6,581Net Income 2016: -$4,8432016Revenue 2017: $87,178Expenses 2017: $5,999Net Income 2017: $81,1792017Revenue 2018: $34,190Expenses 2018: $7,441Net Income 2018: $26,7492018Revenue 2019: $48,992Expenses 2019: $11,492Net Income 2019: $37,5002019Revenue 2020: $46,497Expenses 2020: $13,213Net Income 2020: $33,2842020Revenue 2021: $148,756Expenses 2021: $25,252Net Income 2021: $123,5042021Revenue 2022: $1,572Expenses 2022: $27,894Net Income 2022: -$26,3222022Revenue 2023: $94,533Expenses 2023: $22,446Net Income 2023: $72,0872023Revenue 2024: $104,751Expenses 2024: $5,651Net Income 2024: $99,1002024

Highlighted filing

2017

Revenue$87,178
Expenses$5,999
Net Income$81,179
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E SPELTZPresident-$0--
ELIZABETH ENGBRECHTSecretary & Board Member-$0--
MICHAEL R BREZATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Michael E Speltz Charitable Foundation
EIN
46-2952977
Phone
5074584695
Address
21956 COUNTY RD 27, ROLLINGSTONE, MN 55969

Signing Officer

Name
Michael E Speltz
Title
President
Phone
5074584695
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Olsen Thielen & Co Ltd
Address
2675 LONG LAKE ROAD, ST PAUL, MN 55113
Preparer
Ryan Vettrus CPA
Phone
6514834521
Raw XML Appendix342 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL R BREZA
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021956 COUNTY RD 27
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROLLINGSTONE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055969
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05074584695
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/Amt04344
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt083 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROLLINGSTONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055969
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04344
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/AppliedToCurrentYearAmt0590
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04344
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04934
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04678
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04344
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL E SPELTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt021956 COUNTY RD 27
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ROLLINGSTONE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055969
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt070000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MN SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0987
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0987
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E SPELTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05074584695
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL E SPELTZ CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MICHAEL E SPELTZ
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0462952977
ReturnHeader/Filer/PhoneNum05074584695
ReturnHeader/Filer/USAddress/AddressLine1Txt021956 COUNTY RD 27
ReturnHeader/Filer/USAddress/CityNm0ROLLINGSTONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055969
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090E35B6428B4FC8A2A75E304E4BD61DF0916AAC1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0848F52965C9E4150FF15E08B0BF2C6C057B8FAD7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.162.54.114
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:06:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411360831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLSEN THIELEN & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02675 LONG LAKE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055113
ReturnHeader/PreparerPersonGrp/PhoneNum06514834521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN VETTRUS CPA
ReturnHeader/ReturnTs02018-05-14T08:20:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,342
Liabilities
$0
Net assets
$178,342
Revenue
$87,178
Expenses
$5,999
Net income
$81,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$1.05$0.06$0.99
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.95$0.22$0.72
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.02$0.28$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.86$0.10$3.76$1.49$0.25$1.24
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.46$0.13$0.33
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.49$0.11$0.38
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.34$0.07$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.87$0.06$0.81
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.04$0.01$1.03
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.05$0.00