Civic Intelligence

The Weisberg Foundation Trust Ua Dtd 12/28/1993

EIN 65-6135998 • W Bloomfield, MI

6950 Falcon CTW Bloomfield, MI 48322
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $961 (-100%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Net Assets

Down

$0

Down $961 (-100%) from 2013

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1 (-100%) from 2013

Expenses

Up

$961

Up $961 from 2013

Net Income

Down

-$961

Down $962 (-96200%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $383,679Liabilities 2010: $0Net Assets 2010: $383,6792010Assets 2011: $18,000Liabilities 2011: $0Net Assets 2011: $18,0002011Assets 2012: $961Liabilities 2012: $12012Assets 2013: $961Liabilities 2013: $1Net Assets 2013: $9612013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $163,0612010Expenses 2011: $577,8492011Revenue 2012: $183,065Expenses 2012: $155,300Net Income 2012: $27,7652012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $0Expenses 2014: $961Net Income 2014: -$9612014

Highlighted filing

2014

Revenue$0
Expenses$961
Net Income-$961
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$961
Net income
-$961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$1.83$1.55$0.28
2011Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$5.78
2010Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$1.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALVIN A WEISBERGTrustee-$0--
HENRIETTA G WEISBERGTrustee-$0--
STEVEN R WEISBERGTrustee-$0--
JULIE W SCHLAFERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Weisberg Foundation Trust Ua
EIN
65-6135998
Phone
2487058205
Address
6950 FALCON CT, W BLOOMFIELD, MI 48322

Signing Officer

Name
Steven R Weisberg
Title
Trustee
Phone
2487058205
Signed
2015-11-13

Preparer

Firm
Kaplan Katzman Klein & Koterba Pc
Address
7011 ORCHARD LAKE RD STE 100, WEST BLOOMFIELD, MI 48322-3691
Preparer
Robert J Klein CPA
Phone
2488516200
Raw XML Appendix219 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/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALVIN A WEISBERG
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN R WEISBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIE W SCHLAFER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11166 CHARRINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26950 FALCON CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 5323 332 BRANDING LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLOOMFIELD HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLOOMFIELD HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WEST BLOOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SNOWMASS VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0380
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.410416
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt079
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0961
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0961
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0961
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEVEN R WEISBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0W BLOOMFIELD
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02487058205
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HILLEL DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt032200 MIDDLEBELT RD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0154833
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0143193
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0961
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0957
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0988611
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0987654
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE WEISBERG FOUNDATION TRUST 2014 990PF STATEMENT RE: TERMINATION REQUIREMENTS UNDER 990PF INSTRUCTION T AND QUESTION 5, PART VII EMPLOYER IDENTIFICATION NUMBER 65-6135998 THE PRIVATE FOUNDATION CEASED TO EXIST IN 2014, AND IT IS FILING A FINAL RETURN FOR 2014 SINCE ALL OF ITS ASSETS WERE DISTRIBUTED TO PUBLIC CHARITIES IN 2014 AND THE FAMILY DONORS HAVE NO PLANS TO CONTRIBUTE ANY ADDITIONAL AMOUNTS TO THE ENTITY. THE DONORS DID NOT PREPARE A CERTIFIED COPY OF A PLAN OF LIQUIDATION OR RESOLUTION OF TERMINATION. THERE ARE NO ASSETS OF THE PRIVATE FOUNDATION. THE ONLY ASSET OF THE PRIVATE FOUNDATION IN 2014 WAS CASH. THE FINAL RECIPIENT OF THE CASH FROM THE PRIVATE FOUNDATION WAS HILLEL DAY SCHOOL OF METROPOLITAN DETROIT IN FEBRUARY, 2014, AS REPORTED IN PART XV, PAGE 11 OF THIS RETURN.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN R WEISBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02487058205
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WEISBERG FOUNDATION TRUST UA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DTD 12/28/1993
ReturnHeader/Filer/BusinessNameControlTxt0WEIS
ReturnHeader/Filer/EIN0656135998
ReturnHeader/Filer/PhoneNum02487058205
ReturnHeader/Filer/USAddress/AddressLine1Txt06950 FALCON CT
ReturnHeader/Filer/USAddress/CityNm0W BLOOMFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048322
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383315085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAPLAN KATZMAN KLEIN & KOTERBA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07011 ORCHARD LAKE RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST BLOOMFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483223691
ReturnHeader/PreparerPersonGrp/PhoneNum02488516200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J KLEIN CPA
ReturnHeader/ReturnTs02015-11-13T10:46:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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