Civic Intelligence

Margaret W and Lorimer W Midgett Trust

990PF • Fiscal year 2015 • EIN 52-7100207

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 27, 2016

Organization Profile
PO Box 75000Detroit, MI 48275-7874

(252) 467-4741

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

27th percentile

-8.2%

Higher net margin than 27% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$16,964

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

60th percentile

2.6%

Faster asset growth than 60% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-16%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,797,629

Up $46,141 (+2.6%) from 2014

Net Assets

Up

$1,797,629

Up $46,141 (+2.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin27th percentile

Revenue

Down

$182,632

Down $35,898 (-16%) from 2014

Expenses

Up

$197,551

Up $8,120 (+4.3%) from 2014

Net Income

Down

-$14,919

Down $44,018 (-151%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,810,739Liabilities 2010: $0Net Assets 2010: $1,810,7392010Assets 2011: $1,779,429Liabilities 2011: $0Net Assets 2011: $1,779,4292011Assets 2012: $1,759,960Liabilities 2012: $0Net Assets 2012: $1,759,9602012Assets 2013: $1,782,434Liabilities 2013: $0Net Assets 2013: $1,782,4342013Assets 2014: $1,751,488Liabilities 2014: $0Net Assets 2014: $1,751,4882014Assets 2015: $1,797,629Liabilities 2015: $0Net Assets 2015: $1,797,6292015Assets 2016: $1,778,109Liabilities 2016: $0Net Assets 2016: $1,778,1092016Assets 2017: $1,852,095Liabilities 2017: $0Net Assets 2017: $1,852,0952017Assets 2018: $1,985,102Liabilities 2018: $0Net Assets 2018: $1,985,1022018Assets 2019: $1,987,440Liabilities 2019: $0Net Assets 2019: $1,987,4402019Assets 2020: $3,021,634Liabilities 2020: $0Net Assets 2020: $3,021,6342020Assets 2021: $3,020,340Liabilities 2021: $0Net Assets 2021: $3,020,3402021Assets 2022: $2,749,790Liabilities 2022: $0Net Assets 2022: $2,749,7902022Assets 2023: $2,732,568Liabilities 2023: $0Net Assets 2023: $2,732,5682023Assets 2024: $2,699,402Liabilities 2024: $0Net Assets 2024: $2,699,4022024

Highlighted filing

2015

Assets$1,797,629
Liabilities$0
Net Assets$1,797,629
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $144,9882010Expenses 2011: $151,5962011Expenses 2012: $163,9422012Revenue 2013: $187,339Expenses 2013: $165,119Net Income 2013: $22,2202013Revenue 2014: $218,530Expenses 2014: $189,431Net Income 2014: $29,0992014Revenue 2015: $182,632Expenses 2015: $197,551Net Income 2015: -$14,9192015Revenue 2016: $169,888Expenses 2016: $189,400Net Income 2016: -$19,5122016Revenue 2017: $268,542Expenses 2017: $182,520Net Income 2017: $86,0222017Revenue 2018: $323,136Expenses 2018: $201,726Net Income 2018: $121,4102018Revenue 2019: $220,122Expenses 2019: $206,332Net Income 2019: $13,7902019Revenue 2020: $1,222,596Expenses 2020: $199,857Net Income 2020: $1,022,7392020Revenue 2021: $234,687Expenses 2021: $235,862Net Income 2021: -$1,1752021Revenue 2022: -$37,501Expenses 2022: $231,531Net Income 2022: -$269,0322022Revenue 2023: $173,705Expenses 2023: $192,334Net Income 2023: -$18,6292023Revenue 2024: $174,682Expenses 2024: $207,846Net Income 2024: -$33,1642024

Highlighted filing

2015

Revenue$182,632
Expenses$197,551
Net Income-$14,919
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 27, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMERICA BANK TRUST NATrustee-$16,964-$16,964
Filing and Contact Details

Filer

Filer Name
Midgett Margaret and Lorimer Trust
EIN
52-7100207
Phone
2524674741
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Jacquelyn Sparks-walker
Title
Vice President
Phone
2524674741
Signed
2016-04-27

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
8558073423
Raw XML Appendix345 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 NORTH MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ANN ARBOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COMERICA BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08774051091
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt037441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt174883
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt237441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP & TENURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ELIZABETH CITY STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEDICAL FOUNDATION OF NC INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COLLEGE OF THE ALBEMARLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1880 MARTIN LUTHER KING BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 2327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELIZABETH CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ELIZABETH CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1275142600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227909
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0149765
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/AppliedToCurrentYearAmt0143375
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0143375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015705
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0152740
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09365
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015705
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06340
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt061060
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELYN SPARKS-WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02524674741
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDGETT MARGARET AND LORIMER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0527100207
ReturnHeader/Filer/PhoneNum02524674741
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/ReturnTs02016-05-16T21:00:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,797,629
Liabilities
$0
Net assets
$1,797,629
Revenue
$182,632
Expenses
$197,551
Net income
-$14,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.17$0.21$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.17$0.19$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.04$0.23$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.23$0.24$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$1.22$0.20$1.02
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.22$0.21$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.32$0.20$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.27$0.18$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.17$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.18$0.20$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.22$0.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.19$0.17$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.14