Civic Intelligence

Lion Rock Charitable Trust

990PF • Fiscal year 2017 • EIN 81-6370363

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 05, 2018

Organization Profile
PO Box 7384Grand Rapids, MI 49510

(616) 581-9380

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

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$100,004

No earlier filing loaded for comparison.

Net Assets

$100,004

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin100th percentile

Revenue

$50,004

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$50,004

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $100,004Liabilities 2017: $0Net Assets 2017: $100,0042017Assets 2018: $143,791Liabilities 2018: $0Net Assets 2018: $143,7912018Assets 2019: $208,973Liabilities 2019: $1Net Assets 2019: $208,9732019Assets 2020: $364,285Liabilities 2020: $1Net Assets 2020: $364,2852020Assets 2021: $674,806Liabilities 2021: $1Net Assets 2021: $674,8062021Assets 2022: $760,712Liabilities 2022: $1Net Assets 2022: $760,7122022Assets 2023: $806,816Liabilities 2023: $1Net Assets 2023: $806,8162023Assets 2024: $1,595,866Liabilities 2024: $0Net Assets 2024: $1,595,8662024

Highlighted filing

2017

Assets$100,004
Liabilities$0
Net Assets$100,004
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0Revenue 2017: $50,004Expenses 2017: $0Net Income 2017: $50,0042017Revenue 2018: $51,242Expenses 2018: $7,455Net Income 2018: $43,7872018Revenue 2019: $205,780Expenses 2019: $140,598Net Income 2019: $65,1822019Revenue 2020: $266,322Expenses 2020: $111,010Net Income 2020: $155,3122020Revenue 2021: $487,789Expenses 2021: $177,268Net Income 2021: $310,5212021Revenue 2022: $173,305Expenses 2022: $87,399Net Income 2022: $85,9062022Revenue 2023: $194,051Expenses 2023: $147,947Net Income 2023: $46,1042023Revenue 2024: $630,903Expenses 2024: $153,951Net Income 2024: $476,9522024

Highlighted filing

2017

Revenue$50,004
Expenses$0
Net Income$50,004
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 5, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK PETERSTrustee/Grantor-$0--
Filing and Contact Details

Filer

Filer Name
Lion Rock Charitable Trust
EIN
81-6370363
Phone
6165819380
Address
PO Box 7384, Grand Rapids, MI 49510

Signing Officer

Name
Mark Peters
Title
Grantor & Trustee
Phone
6165819380
Signed
2018-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Nienhuis Financial Group LLC
Address
3460 Wilson Ave SW, Grandville, MI 49418
Preparer
Douglas R Nienhuis CPA
Phone
6165328861
Raw XML Appendix174 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06248
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0844
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02770
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt055404
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt056248
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt055404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0100004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.000000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Nienhuis Financial Group LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06165328861
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK PETERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRANTOR & TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06165819380
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lion Rock Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LION
ReturnHeader/Filer/EIN0816370363
ReturnHeader/Filer/PhoneNum06165819380
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ReturnHeader/FilingSecurityInformation/IPTm009:22:53
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
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ReturnHeader/PreparerPersonGrp/PhoneNum06165328861
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS R NIENHUIS CPA
ReturnHeader/ReturnTs02018-04-06T09:23:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,004
Liabilities
$0
Net assets
$100,004
Revenue
$50,004
Expenses
$0
Net income
$50,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.63$0.15$0.48
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.19$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.17$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.49$0.18$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.27$0.11$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.21$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.05$0.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.05$0.00$0.05