Allan B Copley Charitable Foundation

990PF • Fiscal year 2016 • EIN 61-1458325

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 23, 2017

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.

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-139%

Higher net margin than 6% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

$10,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

-4.7%

Faster asset growth than 22% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

-54%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,183,664

Down $58,159 (-4.7%) from 2015

Net Assets

Down

$1,183,664

Down $58,159 (-4.7%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin6th percentile

Revenue

Down

$42,754

Down $50,039 (-54%) from 2015

Expenses

Down

$102,236

Down $10,198 (-9.1%) from 2015

Net Income

Down

-$59,482

Down $39,841 (-203%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

Highlighted filing

2016

Assets$1,183,664

Liabilities$0

Net Assets$1,183,664

Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

Highlighted filing

2016

Revenue$42,754

Expenses$102,236

Net Income-$59,482

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Jun 23, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KATHLEEN OCONNELL	Co-Trustee	-	$10,000	-	$10,000
EILEEN IDZIAK	Co-Trustee	-	$5,000	-	$5,000

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: 2017-06-23
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 Appendix290 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	MORGAN STANLEY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	MORGAN STANLEY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	MORGAN STANLEY
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	348336
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	3	89866
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	3	PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	3	17327
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	VARIOUS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	VARIOUS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt	0	55230
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt	0	55261
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	21236
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	65000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	102236
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	42754
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	38040
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1183326
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	18320
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	49203
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	65000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	60067
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	60067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	9992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	23216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	23216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	14925
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	4933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	9992
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	65000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	4933
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	38141
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	33208
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	149
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	TAX 990-PF
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1472
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	21116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ATTORNEY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	21116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	120
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KATHLEEN OCONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5177840610
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ALLAN B COPLEY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ALLA
ReturnHeader/Filer/EIN	0	611458325
ReturnHeader/Filer/PhoneNum	0	5177840610
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1015 S HIGBY
ReturnHeader/Filer/USAddress/CityNm	0	JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MI
ReturnHeader/Filer/USAddress/ZIPCd	0	49203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DD88F3AA8074BB3C30EF4462118731E659459A65
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	DD88F3AA8074BB3C30EF4462118731E659459A65
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	382912625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SCHULTZ & SONNENBERG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3343 SPRING ARBOR ROAD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	49203
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5177898185
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN A SCHULTZ
ReturnHeader/ReturnTs	0	2017-07-18T14:59:05-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,183,664
Liabilities: $0
Net assets: $1,183,664
Revenue: $42,754
Expenses: $102,236
Net income: -$59,482

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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