Civic Intelligence

Daniel J Kobasic Foundation

990PF • Fiscal year 2019 • EIN 83-1149474

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 30, 2020

3939 1375 RdEscanaba, MI 49829

(906) 553-3282

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

100th percentile

3604%

Faster asset growth than 100% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

3910%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$13,617,090

Up $13,249,433 (+3604%) from 2018

Net Assets

Up

$13,617,090

Up $13,249,433 (+3604%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$14,744,465

Up $14,376,808 (+3910%) from 2018

Expenses

Up

$90,442

Up $90,442 from 2018

Net Income

Up

$14,654,023

Up $14,286,366 (+3886%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$13,617,090
Liabilities$0
Net Assets$13,617,090

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$14,744,465
Expenses$90,442
Net Income$14,654,023
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 30, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAUDE A KOBASICDirector-$0--
KRYSTAL KOBASICDirector-$0--
ARTHUR H EVANSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHoly Name Catholic SchoolTo support teacher salariesPCEscanaba, MI, US$78,653
Filing and Contact Details

Filer

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

Signing Officer

Name
Krystal a Kobasic
Title
Ms
Phone
4153675776
Signed
2020-11-30
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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 173
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13626 25th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2161 N Clark St Ste 4200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Escanaba
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chicago
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0348249
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt078653
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt078653
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt078653
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr1Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03939 1375 Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Escanaba
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049829
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Todd C LaFave CPA PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum09065533282
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt078653
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support teacher salaries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Holy Name Catholic School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0409 S 22nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Escanaba
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049829
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt078653
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/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0617423
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078653
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078653
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078653
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078653
IRS990PF/UndistributedIncomeGrp/Taxable2Amt04
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078653
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0617423
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Daniel J Kobasic Tr Dtd 102417
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0328 N 10th Streeet
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Escanaba
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd049829
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt014470610
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt014470610
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Marketable securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-03-25
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09964
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt075000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc03000 shs IRM
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc121392 shs FAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc254511092 shs JTSXX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0121902
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1100166
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2545111
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt095610
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt190916
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2545111
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0Daniel J Kobasic Tr Dtd 1
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0328 N 10th Street
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Escanaba
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd049829
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL A KOBASIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Ms
ReturnHeader/BusinessOfficerGrp/PhoneNum04153675776
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Daniel J Kobasic Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0831149474
ReturnHeader/Filer/InCareOfNm0% Krystal A Kobasic
ReturnHeader/Filer/PhoneNum09065533282
ReturnHeader/Filer/USAddress/AddressLine1Txt03939 1375 Rd

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