Civic Intelligence

Leo & Alta Poskey Charitable Foundation

990PF • Fiscal year 2023 • EIN 80-0300511

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 17, 2024

5389 M-52Williamston, MI 48895

(248) 921-3186

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$4,300

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

52nd percentile

0.2%

Faster asset growth than 52% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

33%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$429,869

Up $723 (+0.2%) from 2022

Net Assets

Up

$429,869

Up $723 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$24,236

Up $5,945 (+33%) from 2022

Expenses

Up

$13,939

Up $4,839 (+53%) from 2022

Net Income

Up

$10,297

Up $1,106 (+12%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$429,869
Liabilities$0
Net Assets$429,869

Operations Trend

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

2023

Revenue$24,236
Expenses$13,939
Net Income$10,297
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 17, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S SCHANGDirector-$4,300-$4,300
MARK SCHANGTrustee-$700-$700
MANVIR S GREWALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leo & Alta Poskey Charitable Foundation
EIN
80-0300511
In Care Of
% ROBERT POSKEY
Phone
2489213186
Address
5389 M-52, WILLIAMSTON, MI 48895

Signing Officer

Name
Mark S Schang
Title
Vpaschagmailcom
Phone
2489213186
Signed
2024-06-17
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 Appendix266 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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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKETABLE SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt0219
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL AND STATE TAXES/FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FORIEGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0219
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1200
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK S SCHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VPASCHAGMAILCOM
ReturnHeader/BusinessOfficerGrp/PhoneNum02489213186
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEO & ALTA POSKEY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEO&
ReturnHeader/Filer/EIN0800300511
ReturnHeader/Filer/InCareOfNm0% ROBERT POSKEY
ReturnHeader/Filer/PhoneNum02489213186
ReturnHeader/Filer/USAddress/AddressLine1Txt05389 M-52
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048895
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472162171
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/PreparationDt02024-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK WOJNO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-17T11:39:24-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHANG
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

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