Civic Intelligence

Leo & Alta Poskey Charitable Foundation

990PF • Fiscal year 2017 • EIN 80-0300511

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 25, 2018

5389 M59Williamston, MI 48895

(517) 468-2328

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-53%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$4,600

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 40.6% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.5%

Faster asset growth than 42% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

198%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$383,042

Down $5,964 (-1.5%) from 2016

Net Assets

Down

$383,042

Down $5,964 (-1.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$11,335

Up $7,531 (+198%) from 2016

Expenses

Up

$17,299

Up $8,330 (+93%) from 2016

Net Income

Down

-$5,964

Down $799 (-15%) from 2016

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

2017

Assets$383,042
Liabilities$0
Net Assets$383,042

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

2017

Revenue$11,335
Expenses$17,299
Net Income-$5,964
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 25, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert SchangDirector-$4,600-$4,600
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 M59, Williamston, MI 48895

Signing Officer

Name
Robert Schang
Title
Trustee
Signed
2018-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Padgett Business Services
Address
10315 E GRAND RIVER STE 101, BRIGHTON, MI 48116
Preparer
Vincent Ashley EA
Phone
8108442485
Raw XML Appendix335 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert Schang
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Manvir S Grewal Sr
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Robert Schang
IRS990PF/StatementsRegardingActyGrp/PhoneNum05174682328
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0College Scholarships = 100%
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0College Tuition Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1College Tuition Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Shiann Wabindato
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Zackary Yarger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0130 Benton St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15499 E Gresham Hwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Potterville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Potterville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048876
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148876
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
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/AppliedToCurrentYearAmt02000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016069
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016296
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019257
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060368
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt076664
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charge
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Misc. Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Uncollectible accounts Receivable
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24777
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt02216
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt12500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02216
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02216
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12500
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt172
TaxesSchedule/TaxesDetail/Amt2112
TaxesSchedule/TaxesDetail/CategoryTxt0Annual Report
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt172
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2112
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Schang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Leo &Alta Poskey
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEO&
ReturnHeader/Filer/EIN0800300511
ReturnHeader/Filer/PhoneNum05174682328
ReturnHeader/Filer/USAddress/AddressLine1Txt05389 M59
ReturnHeader/Filer/USAddress/CityNm0Williamston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048895
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823730463
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PADGETT BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010315 E GRAND RIVER STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048116
ReturnHeader/PreparerPersonGrp/PhoneNum08108442485
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vincent Ashley EA
ReturnHeader/ReturnTs02018-07-25T12:42:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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