Civic Intelligence

Samuel J Hicks Unitrust Ua 010194

990PF • Fiscal year 2022 • EIN 59-7039374

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 20, 2023

PO Box 75000Detroit, MI 48275-7874

(313) 222-9353

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

17th percentile

-29%

Higher net margin than 17% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$22,124

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 28.7% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

43rd percentile

-2.0%

Faster asset growth than 43% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Flat

$1,128,908

Flat from 2022

Net Assets

$1,128,908

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue

Flat

$77,051

Flat from 2022

Expenses

Flat

$99,326

Flat from 2022

Net Income

Flat

-$22,275

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,195,421Liabilities 2010: $0Net Assets 2010: $1,195,4212010Assets 2011: $1,233,478Liabilities 2011: $0Net Assets 2011: $1,233,4782011Assets 2012: $1,263,649Liabilities 2012: $0Net Assets 2012: $1,263,6492012Assets 2013: $1,309,206Liabilities 2013: $12013Assets 2014: $1,315,807Liabilities 2014: $0Net Assets 2014: $1,315,8072014Assets 2015: $1,262,605Liabilities 2015: $0Net Assets 2015: $1,262,6052015Assets 2017: $1,206,044Liabilities 2017: $0Net Assets 2017: $1,206,0442017Assets 2019: $1,224,814Liabilities 2019: $0Net Assets 2019: $1,224,8142019Assets 2020: $1,173,044Liabilities 2020: $0Net Assets 2020: $1,173,0442020Assets 2021: $1,151,479Liabilities 2021: $0Net Assets 2021: $1,151,4792021Assets 2022: $1,128,908Liabilities 2022: $0Net Assets 2022: $1,128,9082022Assets 2022: $1,128,908Liabilities 2022: $12022Assets 2023: $1,084,313Liabilities 2023: $12023

Highlighted filing

2022

Assets$1,128,908
Liabilities$0
Net Assets$1,128,908

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $79,5402010Expenses 2011: $70,6322011Expenses 2012: $73,0902012Revenue 2013: $133,245Expenses 2013: $88,233Net Income 2013: $45,0122013Revenue 2014: $89,973Expenses 2014: $82,466Net Income 2014: $7,5072014Revenue 2015: $31,700Expenses 2015: $84,320Net Income 2015: -$52,6202015Revenue 2017: $81,211Expenses 2017: $80,521Net Income 2017: $6902017Revenue 2019: $112,397Expenses 2019: $86,875Net Income 2019: $25,5222019Revenue 2020: $24,750Expenses 2020: $76,986Net Income 2020: -$52,2362020Revenue 2021: $66,937Expenses 2021: $88,502Net Income 2021: -$21,5652021Revenue 2022: $77,051Expenses 2022: $99,326Net Income 2022: -$22,2752022Revenue 2022: $77,051Expenses 2022: $99,326Net Income 2022: -$22,2752022Revenue 2023: $53,305Expenses 2023: $97,992Net Income 2023: -$44,6872023

Highlighted filing

2022

Revenue$77,051
Expenses$99,326
Net Income-$22,275
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 20, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$22,124-$22,124
Filing and Contact Details

Filer

Filer Name
Samuel J Hicks Unitrust Ua
EIN
59-7039374
Phone
3132229353
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Matthew Grabowski
Title
Vice President
Phone
3132229353
Signed
2023-10-20

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWY SUITE 800, TEMPE, AZ 85281
Preparer
Bradley N Sprong
Phone
8558073423
Raw XML Appendix306 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0256019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0735056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0957274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES - OTHER
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt042342
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0296
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01129204
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01151479
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068706
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068706
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068706
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069491
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PENSACOLA
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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/AppliedToCurrentYearAmt068706
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02416
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02446
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02446
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016776
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02416
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077513
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08807
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019222
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010415
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0296
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFF BETWEEN CASH AND REPORTABLE INCOME
TaxesSchedule/TaxesDetail/Amt0546
TaxesSchedule/TaxesDetail/Amt1680
TaxesSchedule/TaxesDetail/Amt2275
TaxesSchedule/TaxesDetail/Amt3400
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2275
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3400
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW GRABOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03132229353
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL J HICKS UNITRUST UA
ReturnHeader/Filer/BusinessNameControlTxt0HICK
ReturnHeader/Filer/EIN0597039374
ReturnHeader/Filer/PhoneNum03132229353
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 E RIO SALADO PKWY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085281
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02023-10-24T13:00:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.08$0.00$0.05$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.08$0.10$0.02
2022Summary only. Only limited summary data is available for this year.$1.13$0.00$0.08$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.07$0.09$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.02$0.08$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.11$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.09$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$1.31$0.00$0.13$0.09$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08