Civic Intelligence

Donald and Joanne Willen Charitable Foundation Trust

990PF • Fiscal year 2016 • EIN 46-6906747

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 22, 2017

Organization Profile
9880 Kingston RidgeClarkston, MI 48348

(248) 625-7532

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-22%

Faster asset growth than 18% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$890

Down $250 (-22%) from 2015

Net Assets

Down

$890

Down $250 (-22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,000 (-100%) from 2015

Expenses

Down

$250

Down $523 (-68%) from 2015

Net Income

Down

-$250

Down $477 (-210%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2016

Assets$890
Liabilities$0
Net Assets$890
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$0
Expenses$250
Net Income-$250
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD WILLENTrustee-$0--
JOANNE WILLENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRONALD MCDONALD HOUSE OF DETROITHONE AWAY FROM HOMES-DETROIT, MI, US$100
Paid GrantHABITAT FOR HUMANITYBUILD AND REPAIR HOMES BASED ON NEED-AMERICUS, GA, US$100
Paid GrantST JUDES CHILDREN'S RESEARCH HOSPRESEARCH-MEMPHIS, TN, US$50
Filing and Contact Details

Filer

Filer Name
Donald and Joanne Willen Charitable
EIN
46-6906747
Phone
2486257532
Address
9880 KINGSTON RIDGE, CLARKSTON, MI 48348

Signing Officer

Name
Donald Willen
Title
Trustee
Phone
2486257532
Signed
2017-06-22

Preparer

Firm
Porvin Burnstein & Garelik Pllc
Address
34405 W 12 MILE RD STE 325, FARMINGTON HILLS, MI 48331-3222
Preparer
Lawrence E Burnstein
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/StatementsRegardingActyGrp/IndividualWithBooksNm0DONALD WILLEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HONE AWAY FROM HOMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BUILD AND REPAIR HOMES BASED ON NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JUDES CHILDREN'S RESEARCH HOSP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14707 ST ANTOINESTE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2121 HABITAT STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DETROIT
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD WILLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02486257532
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-22
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/AddressLine1Txt09880 KINGSTON RIDGE
ReturnHeader/Filer/USAddress/CityNm0CLARKSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048348
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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/PreparationDt02017-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE E BURNSTEIN
ReturnHeader/ReturnTs02017-07-10T13:21:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$890
Liabilities
$0
Net assets
$890
Revenue
$0
Expenses
$250
Net income
-$250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$10.0$10.3$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$1.17$4.31$3.14
2021Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$7.00$2.75$4.25
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.00$2.60$1.60
2019Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$3.00$1.08$1.93
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.00$0.95$0.95
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$2.55$1.35$1.20
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.00$0.25$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.00$0.77$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.00$0.08$0.08
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.01$1.00