Civic Intelligence

Max P Gottfried Testamentary Charitable Tr

990PF • Fiscal year 2018 • EIN 65-6404584

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

Organization Profile
6828 W Summer Breeze DrLambertville, MI 48144

(419) 474-2973

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$41,279

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

14th percentile

-9.2%

Faster asset growth than 14% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,996,932

Down $305,399 (-9.2%) from 2017

Net Assets

Down

$2,996,932

Down $305,399 (-9.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin82nd percentile

Revenue

Up

$331,714

Up $83,082 (+33%) from 2017

Expenses

Down

$228,980

Down $14,939 (-6.1%) from 2017

Net Income

Up

$102,734

Up $98,021 (+2080%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,591,349Liabilities 2010: $0Net Assets 2010: $2,591,3492010Assets 2011: $2,543,002Liabilities 2011: $0Net Assets 2011: $2,543,0022011Assets 2012: $2,710,662Liabilities 2012: $200Net Assets 2012: $2,710,4622012Assets 2013: $2,956,517Liabilities 2013: $400Net Assets 2013: $2,956,1172013Assets 2014: $2,978,987Liabilities 2014: $400Net Assets 2014: $2,978,5872014Assets 2015: $2,907,736Liabilities 2015: $400Net Assets 2015: $2,907,3362015Assets 2016: $2,995,826Liabilities 2016: $0Net Assets 2016: $2,995,8262016Assets 2017: $3,302,331Liabilities 2017: $0Net Assets 2017: $3,302,3312017Assets 2018: $2,996,932Liabilities 2018: $0Net Assets 2018: $2,996,9322018Assets 2019: $3,616,743Liabilities 2019: $0Net Assets 2019: $3,616,7432019Assets 2020: $3,948,670Liabilities 2020: $0Net Assets 2020: $3,948,6702020Assets 2021: $4,325,060Liabilities 2021: $0Net Assets 2021: $4,325,0602021Assets 2022: $3,191,085Liabilities 2022: $0Net Assets 2022: $3,191,0852022Assets 2023: $3,675,221Liabilities 2023: $0Net Assets 2023: $3,675,2212023Assets 2024: $3,915,314Liabilities 2024: $0Net Assets 2024: $3,915,3142024

Highlighted filing

2018

Assets$2,996,932
Liabilities$0
Net Assets$2,996,932
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $119,6732010Expenses 2011: $153,7842011Expenses 2012: $111,2162012Revenue 2013: $222,205Expenses 2013: $166,304Net Income 2013: $55,9012013Revenue 2014: $257,917Expenses 2014: $252,452Net Income 2014: $5,4652014Revenue 2015: $201,950Expenses 2015: $154,633Net Income 2015: $47,3172015Revenue 2016: $161,609Expenses 2016: $205,138Net Income 2016: -$43,5292016Revenue 2017: $248,632Expenses 2017: $243,919Net Income 2017: $4,7132017Revenue 2018: $331,714Expenses 2018: $228,980Net Income 2018: $102,7342018Revenue 2019: $259,665Expenses 2019: $226,698Net Income 2019: $32,9672019Revenue 2020: $411,685Expenses 2020: $246,324Net Income 2020: $165,3612020Revenue 2021: $338,567Expenses 2021: $261,072Net Income 2021: $77,4952021Revenue 2022: $284,949Expenses 2022: $361,275Net Income 2022: -$76,3262022Revenue 2023: $207,179Expenses 2023: $175,752Net Income 2023: $31,4272023Revenue 2024: $103,017Expenses 2024: $183,241Net Income 2024: -$80,2242024

Highlighted filing

2018

Revenue$331,714
Expenses$228,980
Net Income$102,734
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENT M GOTTFRIEDTrusteePT$41,279-$41,279
Filing and Contact Details

Filer

Filer Name
Max P Gottfried Testamentary Charitable
EIN
65-6404584
Phone
4194742973
Address
6828 W SUMMER BREEZE DR, LAMBERTVILLE, MI 48144

Signing Officer

Name
Brent Gottfried
Title
Trustee
Phone
4194742973
Signed
2019-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
7124 W CENTRAL AVE, TOLEDO, OH 43617
Preparer
Kristen G Morse CPA
Phone
4198658118
Raw XML Appendix354 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04194742973
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt331306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN ATHEISTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HERC FOUNDATION CO TOLEDO HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PLANNED PARENTHOOD OF GREATER OHIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE UNIVERSITY OF TOLEDO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 CRISTIANI ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12142 N COVE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2206 E STATE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 586
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CRANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd243215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3436824000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125221
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030959
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0125221
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0152543
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0156180
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0121584
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0125221
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0408133
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED APPRECIATION
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0460
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNRECAPTURED 1250 GAIN WF 1728
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0460
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0460
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt057687
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt057687
TaxesSchedule/TaxesDetail/Amt01947
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/Amt2146
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN WITHHOLDING TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01947
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT GOTTFRIED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04194742973
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX P GOTTFRIED TESTAMENTARY CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0GOTT
ReturnHeader/Filer/EIN0656404584
ReturnHeader/Filer/PhoneNum04194742973
ReturnHeader/Filer/USAddress/AddressLine1Txt06828 W SUMMER BREEZE DR
ReturnHeader/Filer/USAddress/CityNm0LAMBERTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048144
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A88BA5471F0B33FEC130272114476014B8442CA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.10.16.3
ReturnHeader/FilingSecurityInformation/IPDt02019-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:21:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07124 W CENTRAL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOLEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043617
ReturnHeader/PreparerPersonGrp/PhoneNum04198658118
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN G MORSE CPA
ReturnHeader/ReturnTs02019-05-10T08:52:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,996,932
Liabilities
$0
Net assets
$2,996,932
Revenue
$331,714
Expenses
$228,980
Net income
$102,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.10$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.21$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.28$0.36$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.34$0.26$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.41$0.25$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.26$0.23$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.33$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.25$0.24$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.21$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.20$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.26$0.25$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.22$0.17$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.11
2011Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.12