Civic Intelligence

Allan B Copley Charitable Foundation

990PF • Fiscal year 2011 • EIN 61-1458325

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

1015 S Higby49203
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

75th percentile

$10,000

Higher top officer pay than 75% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,328,231

No earlier filing loaded for comparison.

Net Assets

$1,328,231

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$141,911

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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 2011: $1,328,231Liabilities 2011: $0Net Assets 2011: $1,328,2312011Assets 2012: $1,310,283Liabilities 2012: $12012Assets 2013: $1,215,805Liabilities 2013: $0Net Assets 2013: $1,215,8052013Assets 2014: $1,214,256Liabilities 2014: $0Net Assets 2014: $1,214,2562014Assets 2015: $1,241,823Liabilities 2015: $0Net Assets 2015: $1,241,8232015Assets 2016: $1,183,664Liabilities 2016: $0Net Assets 2016: $1,183,6642016Assets 2017: $1,140,977Liabilities 2017: $0Net Assets 2017: $1,140,9772017Assets 2018: $1,056,041Liabilities 2018: $0Net Assets 2018: $1,056,0412018Assets 2019: $1,074,860Liabilities 2019: $0Net Assets 2019: $1,074,8602019Assets 2020: $1,122,542Liabilities 2020: $0Net Assets 2020: $1,122,5422020Assets 2021: $1,199,051Liabilities 2021: $0Net Assets 2021: $1,199,0512021Assets 2022: $981,094Liabilities 2022: $0Net Assets 2022: $981,0942022Assets 2023: $923,119Liabilities 2023: $0Net Assets 2023: $923,1192023Assets 2024: $932,040Liabilities 2024: $0Net Assets 2024: $932,0402024

Highlighted filing

2011

Assets$1,328,231
Liabilities$0
Net Assets$1,328,231

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $141,9112011Revenue 2012: $74,663Expenses 2012: $92,398Net Income 2012: -$17,7352012Revenue 2013: $4,092Expenses 2013: $98,226Net Income 2013: -$94,1342013Revenue 2014: $89,971Expenses 2014: $93,810Net Income 2014: -$3,8392014Revenue 2015: $92,793Expenses 2015: $112,434Net Income 2015: -$19,6412015Revenue 2016: $42,754Expenses 2016: $102,236Net Income 2016: -$59,4822016Revenue 2017: $62,653Expenses 2017: $105,255Net Income 2017: -$42,6022017Revenue 2018: $15,697Expenses 2018: $100,518Net Income 2018: -$84,8212018Revenue 2019: $138,156Expenses 2019: $68,752Net Income 2019: $69,4042019Revenue 2020: $33,159Expenses 2020: $27,957Net Income 2020: $5,2022020Revenue 2021: $116,000Expenses 2021: $39,491Net Income 2021: $76,5092021Revenue 2022: $11,469Expenses 2022: $229,426Net Income 2022: -$217,9572022Revenue 2023: $30,076Expenses 2023: $88,051Net Income 2023: -$57,9752023Revenue 2024: $87,808Expenses 2024: $78,887Net Income 2024: $8,9212024

Highlighted filing

2011

Revenue-
Expenses$141,911
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN OCONNELLCo-Trustee-$10,000-$10,000
EILEEN IDZIAKCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL FUNDPUBLICJACKSON, MI, US$94,000
Filing and Contact Details

Filer

EIN
61-1458325
Raw XML Appendix298 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.

Path#Value
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CompensationExplanation/Compensation/PersonName1EILEEN IDZIAK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0174039
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1442418
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12005-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0175537
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1507913
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SMITH BARNEY - S/T
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1SMITH BARNEY - L/T
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet01498
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet165495
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0141338
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0535
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0535
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm027911
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm027911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss047911
IRS990PF/BalanceSheets/CapitalStockBOY01349822
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IRS990PF/BalanceSheets/CashBOY02331
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01349822
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome04117
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-25747
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0844
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases05000
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01329075
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01349822
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted070784
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj070784
IRS990PF/DistributableAmount/DistributableAmountBeforeDed070784
IRS990PF/DistributableAmount/MinimumInvestmentReturn070997
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0213
IRS990PF/DistributableAmount/TotalTax0213
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0213
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0213
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01355443
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01441568
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances072619
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01368949
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable021624
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn070997
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01419944
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01441568
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation010000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KATHLEEN OCONNELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1EILEEN IDZIAK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101015 S HIGBY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1110276 E TWIN OAKS DR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1TRAVERSE CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode049203
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode149684
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.061034
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.060762
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.060837
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.059706
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.069310
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01419944
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IRS990PF/QualifyingDistributions/QualifyingDistributions094000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0KATHLEEN OCONNELL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05177840610
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode049203
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IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0INFORMATION ABOUT REQUESTING ORGANIZATION AND AMOUNT OF GRANT REQUESTED.
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05177840610
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0JACKSON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode049203
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GENERALLY IN THE SOUTHERN MICHIGAN AREA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount094000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0GRANTS DONATIONS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode049203
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear508163
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear073408
IRS990PF/UndistributedIncome/ExcessFromCurrentYear023216
IRS990PF/UndistributedIncome/ExcessFromYear1016696
IRS990PF/UndistributedIncome/ExcessFromYear2014378
IRS990PF/UndistributedIncome/ExcessFromYear306251
IRS990PF/UndistributedIncome/ExcessFromYear4012867
IRS990PF/UndistributedIncome/QualifyingDistributions094000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus023216
IRS990PF/UndistributedIncome/TotalCorpus081571
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover058355
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount03724
LegalFeesSchedule/LegalFees/Category0INDIRECT LEGAL FEES
OtherDecreasesSchedule/OtherDecreases/Amount0844
OtherDecreasesSchedule/OtherDecreases/Description0TAX 990-PF
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1ADR FEES
OtherExpensesSchedule/OtherExpenses/Description2FMA FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0172
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0172
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks150
OtherIncreasesSchedule/OtherIncreases/Amount05000
OtherIncreasesSchedule/OtherIncreases/Description0GRANT PAYABLE PAYMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount023430
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome023430
TaxesSchedule/Taxes/Amount0535
TaxesSchedule/Taxes/Category0FOREIGHN TAX WITHHELD
TaxesSchedule/Taxes/NetInvestmentIncome0535
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0611458325
ReturnHeader/Filer/Name/BusinessNameLine10ALLAN B COPLEY CHARITABLE
ReturnHeader/Filer/Name/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/NameControl0ALLA
ReturnHeader/Filer/Phone05177840610
ReturnHeader/Filer/USAddress/AddressLine101015 S HIGBY
ReturnHeader/Filer/USAddress/City0JACKSON
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049203
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0KATHLEEN OCONNELL
ReturnHeader/Officer/Phone05177840610
ReturnHeader/Officer/Title0CO-TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SCHULTZ & SONNENBERG P C
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103343 SPRING ARBOR ROAD STE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0JACKSON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode049203
ReturnHeader/Preparer/Name0JOHN A SCHULTZ
ReturnHeader/Preparer/Phone05177898185
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T15:45:47-05:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.03$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.23$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.12$0.04$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.14$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.04$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.00$0.10$0.09
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.07$0.09$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.14