Civic Intelligence

Leo & Alta Poskey Charitable Foundation

990PF • Fiscal year 2016 • EIN 80-0300511

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
5389 M52Williamston, MI 48895

(517) 468-2328

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-136%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$3,206

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 84.3% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-1.3%

Faster asset growth than 44% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-73%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$389,006

Down $5,165 (-1.3%) from 2015

Net Assets

Down

$389,006

Down $5,165 (-1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$3,804

Down $10,263 (-73%) from 2015

Expenses

Down

$8,969

Down $3,397 (-27%) from 2015

Net Income

Down

-$5,165

Down $6,866 (-404%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2016

Assets$389,006
Liabilities$0
Net Assets$389,006
Open 2016 Filing

Operations Trend

Revenue Growth6th 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

2016

Revenue$3,804
Expenses$8,969
Net Income-$5,165
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT SCHANGDirector-$3,206-$3,206
MANVIR S GREWAL SRTrustee-$0--
DALE FAULKNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leo & Alta Poskey
EIN
80-0300511
Phone
5174682328
Address
5389 M52, WILLIAMSTON, MI 48895

Signing Officer

Name
Robert Schang
Title
Director
Phone
5174682328
Signed
2017-05-15

Preparer

Firm
Lally Group Pc
Address
7335 WESTSHIRE DR SUITE 103, LANSING, MI 48917
Preparer
Wayne R Miller CPA
Phone
5176274008
Raw XML Appendix308 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3PIMCO TOTAL RETURN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0353504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARTER ONE INVESTMENT SERVICES
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0655
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03206
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0213
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0213
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08472
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08472
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5165
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt079817
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0655
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5165
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0389006
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0394171
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0389006
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018268
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018340
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt072
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011572
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0352413
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05586
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt08401
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018340
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0366800
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DALE FAULKNER
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048895
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05174682328
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COLLEGE SCHOLARSHIPS = 100%
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT SCHANG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05174682328
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05389 M-52
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WILLIAMSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd048895
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0TO QUALIFY FOR THE SCHOLARSHIP THE STUDENT MUST: 1. GRADUATE FROM POTTERVILLE HIGH SCHOOL IN POTTERVILLE, MICHIGAN WITH A GPA OF 2.90 OR ABOVE; AND 2. PURSUE A DEGREE IN THE FIELD OF NURSING; OR 3. BE INVOLVED IN A BASEBALL OR SOFTBALL PROGRAM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NANCY JONES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0420 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POTTERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048876
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0213
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/AppliedToCurrentYearAmt0213
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt018055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029588
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt018055
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016069
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0213
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070142
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt088197
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04907
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04907
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04907
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt198
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF MI REGISTRATION
TaxesSchedule/TaxesDetail/CategoryTxt12015 NET INVESTMENT TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt198
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SCHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05174682328
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEO & ALTA POSKEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEO&
ReturnHeader/Filer/EIN0800300511
ReturnHeader/Filer/PhoneNum05174682328
ReturnHeader/Filer/USAddress/AddressLine1Txt05389 M52
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048895
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0992E83F8B90DF5B4529726673504EEC70C9F5DD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA4667219D3749780AF8A7866FBA15170F22513E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381961213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LALLY GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07335 WESTSHIRE DR SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048917
ReturnHeader/PreparerPersonGrp/PhoneNum05176274008
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE R MILLER CPA
ReturnHeader/ReturnTs02017-05-15T09:27:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$389,006
Liabilities
$0
Net assets
$389,006
Revenue
$3,804
Expenses
$8,969
Net income
-$5,165
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