Civic Intelligence

Leo & Alta Poskey Charitable Foundation

990PF • Fiscal year 2020 • EIN 80-0300511

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 05, 2021

Organization Profile
5389 M-52Williamston, MI 48895

(517) 294-1053

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

80th percentile

$3,100

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-8.6%

Faster asset growth than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

37%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$398,078

Down $37,277 (-8.6%) from 2019

Net Assets

Down

$398,078

Down $37,277 (-8.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin73rd percentile

Revenue

Up

$21,785

Up $5,934 (+37%) from 2019

Expenses

Up

$16,807

Up $788 (+4.9%) from 2019

Net Income

Up

$4,978

Up $5,146 (+3063%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$600K$400K$200K$0Assets 2010: $426,152Liabilities 2010: $0Net Assets 2010: $426,1522010Assets 2011: $405,727Liabilities 2011: $0Net Assets 2011: $405,7272011Assets 2012: $409,958Liabilities 2012: $0Net Assets 2012: $409,9582012Assets 2013: $398,554Liabilities 2013: $0Net Assets 2013: $398,5542013Assets 2014: $392,470Liabilities 2014: $0Net Assets 2014: $392,4702014Assets 2015: $394,171Liabilities 2015: $0Net Assets 2015: $394,1712015Assets 2016: $389,006Liabilities 2016: $0Net Assets 2016: $389,0062016Assets 2017: $383,042Liabilities 2017: $0Net Assets 2017: $383,0422017Assets 2018: $393,786Liabilities 2018: $0Net Assets 2018: $393,7862018Assets 2019: $435,355Liabilities 2019: $0Net Assets 2019: $435,3552019Assets 2020: $398,078Liabilities 2020: $0Net Assets 2020: $398,0782020Assets 2021: $420,768Liabilities 2021: $0Net Assets 2021: $420,7682021Assets 2022: $429,146Liabilities 2022: $0Net Assets 2022: $429,1462022Assets 2023: $429,869Liabilities 2023: $0Net Assets 2023: $429,8692023Assets 2024: $436,490Liabilities 2024: $0Net Assets 2024: $436,4902024

Highlighted filing

2020

Assets$398,078
Liabilities$0
Net Assets$398,078
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $41,1932010Expenses 2011: $35,0002011Expenses 2012: $22,0532012Revenue 2013: $14,119Expenses 2013: $25,523Net Income 2013: -$11,4042013Revenue 2014: $16,270Expenses 2014: $22,279Net Income 2014: -$6,0092014Revenue 2015: $14,067Expenses 2015: $12,366Net Income 2015: $1,7012015Revenue 2016: $3,804Expenses 2016: $8,969Net Income 2016: -$5,1652016Revenue 2017: $11,335Expenses 2017: $17,299Net Income 2017: -$5,9642017Revenue 2018: $21,403Expenses 2018: $10,706Net Income 2018: $10,6972018Revenue 2019: $15,851Expenses 2019: $16,019Net Income 2019: -$1682019Revenue 2020: $21,785Expenses 2020: $16,807Net Income 2020: $4,9782020Revenue 2021: $35,244Expenses 2021: $9,646Net Income 2021: $25,5982021Revenue 2022: $18,291Expenses 2022: $9,100Net Income 2022: $9,1912022Revenue 2023: $24,236Expenses 2023: $13,939Net Income 2023: $10,2972023Revenue 2024: $30,068Expenses 2024: $17,560Net Income 2024: $12,5082024

Highlighted filing

2020

Revenue$21,785
Expenses$16,807
Net Income$4,978
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S SCHANGDirector-$3,100-$3,100
MANVIR S GREWALTrustee-$0--
DALE FAULKNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leo & Alta Poskey Charitable Foundation
EIN
80-0300511
Phone
5172941053
Address
5389 M-52, WILLIAMSTON, MI 48895

Signing Officer

Name
Robert Schang
Title
Director
Phone
5174682328
Signed
2021-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Pinnacle Tax Advisory
Address
7600 GRAND RIVER 225, BRIGHTON, MI 48114
Preparer
Mark Wojno CPA
Phone
8102253690
Raw XML Appendix287 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/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0224
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT S SCHANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MANVIR S GREWAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DALE FAULKNER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13120 PINE TREE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2506 N DEERFILED
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LANSING
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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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/AppliedToCurrentYearAmt08000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06643
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06643
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034493
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018055
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt051869
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt051869
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041136
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053927
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt051869
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt042255
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKETABLE SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04941
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04941
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/Amt1120
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL AND STATE TAXES/FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FORIEGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1120
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SCHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05174682328
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEO & ALTA POSKEY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEO&
ReturnHeader/Filer/EIN0800300511
ReturnHeader/Filer/PhoneNum05172941053
ReturnHeader/Filer/USAddress/AddressLine1Txt05389 M-52
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINNACLE TAX ADVISORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07600 GRAND RIVER 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048114
ReturnHeader/PreparerPersonGrp/PhoneNum08102253690
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK WOJNO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-05T11:38:07-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHANG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$398,078
Liabilities
$0
Net assets
$398,078
Revenue
$21,785
Expenses
$16,807
Net income
$4,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.30$0.18$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.24$0.14$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.18$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.35$0.10$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.22$0.17$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.16$0.16$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.21$0.11$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.11$0.17$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.04$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.14$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.16$0.22$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.14$0.26$0.11
2012Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.22
2011Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.35
2010Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.41