Civic Intelligence

Allan B Copley Charitable Foundation

990PF • Fiscal year 2017 • EIN 61-1458325

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

7th percentile

-68%

Higher net margin than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$10,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

22nd percentile

-3.6%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

47%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,140,977

Down $42,687 (-3.6%) from 2016

Net Assets

Down

$1,140,977

Down $42,687 (-3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$62,653

Up $19,899 (+47%) from 2016

Expenses

Up

$105,255

Up $3,019 (+3.0%) from 2016

Net Income

Up

-$42,602

Up $16,880 (+28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2017

Assets$1,140,977
Liabilities$0
Net Assets$1,140,977
Open 2017 Filing

Operations Trend

Revenue Growth83rd 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

2017

Revenue$62,653
Expenses$105,255
Net Income-$42,602
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN OCONNELLCo-Trustee-$10,000-$10,000
EILEEN IDZIAKCo-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
2018-05-10

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/TotalGrantOrContriPdDurYrAmt068000
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/AppliedToCurrentYearAmt061651
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09992
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021274
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09992
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06349
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021274
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014925
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt085
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX 990-PF
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt024
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt024
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt024
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021155
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021155
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN OCONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05177840610
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD88F3AA8074BB3C30EF4462118731E659459A65
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD88F3AA8074BB3C30EF4462118731E659459A65
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.247.12.121
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:33:31
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/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A SCHULTZ
ReturnHeader/ReturnTs02018-05-14T15:33:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,140,977
Liabilities
$0
Net assets
$1,140,977
Revenue
$62,653
Expenses
$105,255
Net income
-$42,602
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