Civic Intelligence

Harriet Kimball Fee Testamentary

990 • Fiscal year 2022 • EIN 81-6492095

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 27, 2023

Organization Profile
1004 N Michigan AveSaginaw, MI 48602

(989) 921-0010

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

12th percentile

-47%

Higher net margin than 12% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.4%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

8.3%

Faster revenue growth than 60% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$16,678,897

Down $407,366 (-2.4%) from 2021

Net Assets

Down

$16,678,897

Down $407,366 (-2.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin12th percentile

Revenue

Up

$867,552

Up $66,482 (+8.3%) from 2021

Expenses

Up

$1,274,918

Up $474,533 (+59%) from 2021

Net Income

Down

-$407,366

Down $408,051 (-59569%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$20M$15M$10M$5.0M$0Assets 2020: $17,085,578Liabilities 2020: $0Net Assets 2020: $17,085,5782020Assets 2021: $17,086,263Liabilities 2021: $0Net Assets 2021: $17,086,2632021Assets 2022: $16,678,897Liabilities 2022: $0Net Assets 2022: $16,678,8972022Assets 2023: $16,293,530Liabilities 2023: $0Net Assets 2023: $16,293,5302023Assets 2024: $16,014,274Liabilities 2024: $0Net Assets 2024: $16,014,2742024

Highlighted filing

2022

Assets$16,678,897
Liabilities$0
Net Assets$16,678,897
Open 2022 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $415,142Expenses 2020: $715,016Net Income 2020: -$299,8742020Revenue 2021: $801,070Expenses 2021: $800,385Net Income 2021: $6852021Revenue 2022: $867,552Expenses 2022: $1,274,918Net Income 2022: -$407,3662022Revenue 2023: $947,853Expenses 2023: $1,333,220Net Income 2023: -$385,3672023Revenue 2024: $976,730Expenses 2024: $1,255,986Net Income 2024: -$279,2562024

Highlighted filing

2022

Revenue$867,552
Expenses$1,274,918
Net Income-$407,366
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 27, 2023
Return Version
2022v5.0
Gross Receipts
$4,095,792
Mission and Program Overview

Mission

To provide funding for the city of adrian, michigan for the purposes of beautifying its public parks and other public properties within the city limits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$17,086,263$16,678,897▼ $407,366
Investments in Publicly Traded Securities$16,738,074$16,270,380▼ $467,694
Savings and Temporary Cash Investments$346,652$408,225▲ $61,573
Cash and Non-Interest-Bearing Accounts$1,537$292▼ $1,245
Total Assets$17,086,263$16,678,897▼ $407,366
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,086,263$16,678,897▼ $407,366
Total Liabilities and Net Assets / Fund Balance$17,086,263$16,678,897▼ $407,366
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Tristar Trust BankTrustee
Nathan OwenFinance Dire
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$867,552
Other Revenue
$0
Change in Net Assets
$-407,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,228,891
Other Expenses$46,027
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,228,891--$1,228,891
Fees for Service Investment Mgmnt Fees-$38,751-$38,751
Fees for Services Legal-$5,085-$5,085
Other Expenses-$1,431-$1,431
Fees for Services Accounting-$760-$760
Total Functional Expenses$1,228,891$46,027$0$1,274,918
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of AdrianAdrian, MIGov-$1,228,891
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided to the city of adrian and trustee prior to filing with irs.”

Form 990, Page 6, Part VI, Line 18

“All governing documents and tax returns are available upon request and guidestar.com”

Form 990, Page 6, Part VI, Line 19

“All governing documents and tax returns are available upon request to the trustee.”

Filing and Contact Details

Filer

Filer Name
Harriet Kimball Fee Testamentary
EIN
81-6492095
Address
1004 N MICHIGAN AVE, SAGINAW, MI 48602

Signing Officer

Name
Tristar Trust Bank
Title
Trustee
Phone
9899210010
Signed
2023-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tristar Trust Bank
Formed
1969
Legal Domicile
Mi
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Gross Puckey Gruel & Roof Pc
Address
4196 W MAPLE AVENUE, ADRIAN, MI 49221
Preparer
Brian Nofzinger
Phone
5172635788
Raw XML Appendix331 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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IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CITY OF ADRIAN IS A GOVERNMENT ENTITY, AS SUCH IT IS DESCRIBED IN SECTION 501(A)(1) AND 170(B)(1)(A)(V).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST AND THE CITY OF ADRIAN MAINTAIN A CLOSE WORKING RELATIONSHIP, AND THE TRUST IS ACCOUNTABLE TO THE CITY. SPECIFICALLY, THERE ARE QUARTERLY EMAILS AND CALLS WITH THE CITY AS IT RELATES TO THE CITY'S DISTRIBUTION REQUIREMENTS AND ANNUAL LETTERS REGARDING PAYOUT AMOUNTS AND HELP WITH BUDGETING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE CITY IS THE LONE RECIPIENT OF TRUST INCOME. THERE IS REGULAR CONTACT BETWEEN CITY AND TRUST REGARDING INVESTMENTS AND DISTRIBUTIONS WHICH WAS ENDORSED IN A CITY RESOLUTION AFFIRMING THE INVESTMENT STRATEGY OF THE TRUST AND SET PARAMETERS IN CONJUNCTION WITH THE TRUST INVESTMENT PLAN. THE TRUST COMPLIED WITH THE INVESTMENT STRATEGY SET FORTH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE SUPPORTED GOVERNMENT AGENCY IS CITY OF ADRIAN. THE TRUST MAKES SIGNIFICANT DISTRIBUTIONS EACH YEAR TO SUPPORT THE PARKS AND ENGINEERING SERVICES DEPARTMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 2
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE CITY OF ADRIAN AND TRUSTEE PRIOR TO FILING WITH IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST AND GUIDESTAR.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST TO THE TRUSTEE.
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0NAME OF ENTITY: CITY OF ADRIAN ADDRESS OF ENTITY: 135 E MAUMEE STREET, ADRIAN, MI 49221 EMPLOYER ID NUMBER: 38-6004654 PRIMARY ACTIVITY: GOVERNMENT LEGAL DOMICILE STATE: MI EXEMPT CODE SECTION: 501(A) SEC. 512(B) (13) CONTROLLED ENTITY: NO
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01274918
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017086263
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016678897
IRS990/TotalProgramServiceExpensesAmt01228891
IRS990/TotalRevenueGrp/ExclusionAmt0519976
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0347576
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0867552
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017086263
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016678897
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01004 N MICHIGAN AVENUE
IRS990/USAddress/CityNm0SAGINAW
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048602
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISTAR TRUST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09899210010
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRIET KIMBALL FEE TESTAMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0816492095
ReturnHeader/Filer/USAddress/AddressLine1Txt01004 N MICHIGAN AVE
ReturnHeader/Filer/USAddress/CityNm0SAGINAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382962645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSS PUCKEY GRUEL & ROOF PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04196 W MAPLE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ADRIAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049221
ReturnHeader/PreparerPersonGrp/PhoneNum05172635788
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN NOFZINGER
ReturnHeader/ReturnTs02023-05-09T08:24:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRI-STAR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST BANK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,678,897
Liabilities
$0
Net assets
$16,678,897
Revenue
$867,552
Expenses
$1,274,918
Net income
-$407,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.98$1.26$0.28
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.95$1.33$0.39
2022Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.87$1.27$0.41
2021Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.80$0.80$0.00
2020Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.42$0.72$0.30