Civic Intelligence

Donald and Joanne Willen Charitable

EIN 46-6906747 • Rochester, MI

5793 Iris CTRochester, MI 48306-1340
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

41st percentile

-2.8%

Higher net margin than 41% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

758%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,300

Down $275 (-11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$2,300

Down $275 (-11%) from 2022

Revenue

Up

$10,000

Up $8,835 (+758%) from 2022

Expenses

Up

$10,275

Up $5,970 (+139%) from 2022

Net Income

Up

-$275

Up $2,865 (+91%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2013: $995Liabilities 2013: $02013Assets 2014: $913Liabilities 2014: $0Net Assets 2014: $9132014Assets 2015: $1,140Liabilities 2015: $0Net Assets 2015: $1,1402015Assets 2016: $890Liabilities 2016: $0Net Assets 2016: $8902016Assets 2017: $2,090Liabilities 2017: $0Net Assets 2017: $2,0902017Assets 2018: $1,140Liabilities 2018: $0Net Assets 2018: $1,1402018Assets 2019: $3,065Liabilities 2019: $0Net Assets 2019: $3,0652019Assets 2020: $1,465Liabilities 2020: $0Net Assets 2020: $1,4652020Assets 2021: $5,715Liabilities 2021: $0Net Assets 2021: $5,7152021Assets 2022: $2,575Liabilities 2022: $0Net Assets 2022: $2,5752022Assets 2023: $2,300Liabilities 2023: $0Net Assets 2023: $2,3002023

Highlighted filing

2023

Assets$2,300
Liabilities$0
Net Assets$2,300

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2013: $1,000Expenses 2013: $5Net Income 2013: $9952013Revenue 2014: $0Expenses 2014: $82Net Income 2014: -$822014Revenue 2015: $1,000Expenses 2015: $773Net Income 2015: $2272015Revenue 2016: $0Expenses 2016: $250Net Income 2016: -$2502016Revenue 2017: $2,550Expenses 2017: $1,350Net Income 2017: $1,2002017Revenue 2018: $0Expenses 2018: $950Net Income 2018: -$9502018Revenue 2019: $3,000Expenses 2019: $1,075Net Income 2019: $1,9252019Revenue 2020: $1,000Expenses 2020: $2,600Net Income 2020: -$1,6002020Revenue 2021: $7,000Expenses 2021: $2,750Net Income 2021: $4,2502021Revenue 2022: $1,165Expenses 2022: $4,305Net Income 2022: -$3,1402022Revenue 2023: $10,000Expenses 2023: $10,275Net Income 2023: -$2752023

Highlighted filing

2023

Revenue$10,000
Expenses$10,275
Net Income-$275

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD WILLENTrustee-$0--
JOANNE WILLENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Donald and Joanne Willen Charitable
EIN
46-6906747
Phone
2486257532
Address
5793 IRIS CT, ROCHESTER, MI 48306-1340

Signing Officer

Name
Donald Willen
Title
Trustee
Phone
2486257532
Signed
2024-11-13

Preparer

Firm
Porvin Burnstein & Garelik Pllc
Address
34405 W 12 MILE RD STE 325, FARMINGTON HILLS, MI 48331-3222
Preparer
Lawrence E Burnstein CPA
Phone
2483065200
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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/ZIPCd922202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd10101634594
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd11101634594
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1248201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010250
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/AppliedToCurrentYearAmt0354
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0868
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0868
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019122
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01476
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0945
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09896
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019990
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010094
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD WILLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02486257532
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD AND JOANNE WILLEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0466906747
ReturnHeader/Filer/PhoneNum02486257532
ReturnHeader/Filer/USAddress/AddressLine1Txt05793 IRIS CT
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0483061340
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383412927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORVIN BURNSTEIN & GARELIK PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034405 W 12 MILE RD STE 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483313222
ReturnHeader/PreparerPersonGrp/PhoneNum02483065200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE E BURNSTEIN CPA
ReturnHeader/ReturnTs02024-11-13T16:37:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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