Civic Intelligence

Daniel J Kobasic Foundation

EIN 83-1149474 • Escanaba, MI

Pub. 78 Eligible
3939 1375 RdEscanaba, MI 49829
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$25,572

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

96th percentile

58%

Faster asset growth than 96% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1089%

Faster revenue growth than 98% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$31,092,200

Up $11,402,214 (+58%) from 2023

Liabilities

Down

$0

Down $93,618 (-100%) from 2023

Net Assets

Up

$31,092,200

Up $11,495,832 (+59%) from 2023

Revenue

Up

$8,649,697

Up $7,922,325 (+1089%) from 2023

Expenses

Up

$2,409,325

Up $1,227,299 (+104%) from 2023

Net Income

Up

$6,240,372

Up $6,695,026 (+1473%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2018: $367,657Liabilities 2018: $0Net Assets 2018: $367,6572018Assets 2019: $13,617,090Liabilities 2019: $0Net Assets 2019: $13,617,0902019Assets 2020: $13,437,758Liabilities 2020: $0Net Assets 2020: $13,437,7582020Assets 2021: $20,407,296Liabilities 2021: $0Net Assets 2021: $20,407,2962021Assets 2022: $19,940,720Liabilities 2022: $607Net Assets 2022: $19,940,7202022Assets 2023: $19,689,986Liabilities 2023: $93,618Net Assets 2023: $19,596,3682023Assets 2024: $31,092,200Liabilities 2024: $0Net Assets 2024: $31,092,2002024

Highlighted filing

2024

Assets$31,092,200
Liabilities$0
Net Assets$31,092,200

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2018: $367,657Expenses 2018: $0Net Income 2018: $367,6572018Revenue 2019: $14,744,465Expenses 2019: $90,442Net Income 2019: $14,654,0232019Revenue 2020: $332,128Expenses 2020: $561,577Net Income 2020: -$229,4492020Revenue 2021: $7,855,085Expenses 2021: $885,637Net Income 2021: $6,969,4482021Revenue 2022: $670,649Expenses 2022: $1,136,618Net Income 2022: -$465,9692022Revenue 2023: $727,372Expenses 2023: $1,182,026Net Income 2023: -$454,6542023Revenue 2024: $8,649,697Expenses 2024: $2,409,325Net Income 2024: $6,240,3722024

Highlighted filing

2024

Revenue$8,649,697
Expenses$2,409,325
Net Income$6,240,372

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANICA K STANCIUDirector-$23,800$1,772$25,572
KRYSTAL KOBASICDirector-$14,930$6,514$21,444
TODD C LAFAVEChief Finanical Office-$9,033-$9,033
ARTHUR H EVANSDirector-$6,253-$6,253
Filing and Contact Details

Filer

Filer Name
Daniel J Kobasic Foundation
EIN
83-1149474
In Care Of
% Todd C LaFave
Phone
9065533282
Address
3939 1375 Rd, Escanaba, MI 49829

Signing Officer

Name
Todd C Lafave
Title
Chief Finanical Office
Phone
9065533282
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Todd C LaFave CPA PC
Address
3939 1375 Road, Escanaba, MI 49829
Preparer
Todd C Lafave Mba CPA Cma
Phone
9065533282
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99See Attached
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0301557
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt1400837
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt2301077
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt3452335
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt4202522
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0299745
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt1400038
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt2300348
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt3446180
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt4199660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0105548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt228978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt322482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt422185
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1500 sh DOC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4130 SPG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5See attached
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0315330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt228816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt322308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt422387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0610740
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06566
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0617306
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0617306
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08130
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0903
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09033
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0133448
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01986237
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt034857
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03873
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt038730
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01886070
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02328070
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt08032391
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0610740
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0610740
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06240372
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06566
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06566
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05627
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0625
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06252
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02588353
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0133448
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0993
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04076
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08755
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0133448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01945858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015190
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02409325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02603543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08649697
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt059788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015190
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt081255

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