Civic Intelligence

Allan B Copley Charitable Foundation

990PF • Fiscal year 2014 • EIN 61-1458325

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
1015 S HigbyJackson, MI 49203

(517) 784-0610

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.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

30th percentile

-4.3%

Higher net margin than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$10,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

41st percentile

-0.1%

Faster asset growth than 41% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

2099%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,214,256

Down $1,549 (-0.1%) from 2013

Net Assets

Down

$1,214,256

Down $1,549 (-0.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin30th percentile

Revenue

Up

$89,971

Up $85,879 (+2099%) from 2013

Expenses

Down

$93,810

Down $4,416 (-4.5%) from 2013

Net Income

Up

-$3,839

Up $90,295 (+96%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2014

Assets$1,214,256
Liabilities$0
Net Assets$1,214,256
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

2014

Revenue$89,971
Expenses$93,810
Net Income-$3,839
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN OCONNELLCo-TrusteePT$10,000-$10,000
EILEEN IDZIAKCo-Trustee-$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
Allan B Copley Charitable
EIN
61-1458325
Phone
5177840610
Address
1015 S HIGBY, JACKSON, MI 49203

Signing Officer

Name
Kathleen Oconnell
Title
Co-trustee
Phone
5177840610
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Schultz & Sonnenberg Pc
Address
3343 SPRING ARBOR ROAD STE 400, JACKSON, MI 49203
Preparer
John a Schultz
Phone
5177898185
Raw XML Appendix282 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRANTS DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01015 S HIGBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049203
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056050
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/AppliedToCurrentYearAmt056050
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014378
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012380
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01998
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023216
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016696
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056050
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041910
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054290
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0399
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX 990-PF
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02689
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023110
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN OCONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05177840610
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLAN B COPLEY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALLA
ReturnHeader/Filer/EIN0611458325
ReturnHeader/Filer/PhoneNum05177840610
ReturnHeader/Filer/USAddress/AddressLine1Txt01015 S HIGBY
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382912625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULTZ & SONNENBERG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03343 SPRING ARBOR ROAD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049203
ReturnHeader/PreparerPersonGrp/PhoneNum05177898185
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A SCHULTZ
ReturnHeader/ReturnTs02015-05-13T13:41:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,214,256
Liabilities
$0
Net assets
$1,214,256
Revenue
$89,971
Expenses
$93,810
Net income
-$3,839
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