Civic Intelligence

Donald and Joanne Willen Charitable Foundation Trust

990PF • Fiscal year 2017 • EIN 46-6906747

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

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

91st percentile

47%

Higher net margin than 91% 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

94th percentile

135%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$2,090

Up $1,200 (+135%) from 2016

Net Assets

Up

$2,090

Up $1,200 (+135%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$2,550

Up $2,550 from 2016

Expenses

Up

$1,350

Up $1,100 (+440%) from 2016

Net Income

Up

$1,200

Up $1,450 (+580%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2017

Assets$2,090
Liabilities$0
Net Assets$2,090
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$2,550
Expenses$1,350
Net Income$1,200
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

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
9880 KINGSTON RIDGE, CLARKSTON, MI 48348

Signing Officer

Name
Donald Willen
Title
Trustee
Phone
2486257532
Signed
2018-11-15

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/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0851
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD WILLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02486257532
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0809B74AE8DEA3E834F081DCB3170EB269EBEFB14
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId074E2F59BAD8C7455383966CBD4B3F2E29783587C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:03:56
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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE E BURNSTEIN
ReturnHeader/ReturnTs02018-11-15T20:03:56-05:00
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
$2,090
Liabilities
$0
Net assets
$2,090
Revenue
$2,550
Expenses
$1,350
Net income
$1,200
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