Civic Intelligence

Yeo & Yeo Foundation

990PF • Fiscal year 2022 • EIN 83-2286564

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

5300 Bay Road Suite 600Saginaw, MI 48604-2517

(989) 793-9830

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

35th percentile

-4.1%

Higher net margin than 35% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-4.8%

Faster asset growth than 39% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

1.1%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$101,897

Down $5,129 (-4.8%) from 2021

Net Assets

Down

$101,897

Down $5,129 (-4.8%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue

Up

$126,105

Up $1,348 (+1.1%) from 2021

Expenses

Up

$131,234

Up $21,951 (+20%) from 2021

Net Income

Down

-$5,129

Down $20,603 (-133%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2018: $50,500Liabilities 2018: $0Net Assets 2018: $50,5002018Assets 2019: $76,008Liabilities 2019: $1Net Assets 2019: $76,0082019Assets 2020: $91,552Liabilities 2020: $1Net Assets 2020: $91,5522020Assets 2021: $107,026Liabilities 2021: $1Net Assets 2021: $107,0262021Assets 2022: $101,897Liabilities 2022: $0Net Assets 2022: $101,8972022Assets 2023: $78,205Liabilities 2023: $1Net Assets 2023: $78,2052023Assets 2024: $80,200Liabilities 2024: $0Net Assets 2024: $80,2002024

Highlighted filing

2022

Assets$101,897
Liabilities$0
Net Assets$101,897

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2018: $50,500Expenses 2018: $0Net Income 2018: $50,5002018Revenue 2019: $26,023Expenses 2019: $515Net Income 2019: $25,5082019Revenue 2020: $121,780Expenses 2020: $106,236Net Income 2020: $15,5442020Revenue 2021: $124,757Expenses 2021: $109,283Net Income 2021: $15,4742021Revenue 2022: $126,105Expenses 2022: $131,234Net Income 2022: -$5,1292022Revenue 2023: $117,179Expenses 2023: $140,871Net Income 2023: -$23,6922023Revenue 2024: $152,525Expenses 2024: $150,530Net Income 2024: $1,9952024

Highlighted filing

2022

Revenue$126,105
Expenses$131,234
Net Income-$5,129
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL TRIBBLENon-Voting D-$0--
BECKY MILLSAPPresident-$0--
ALEX WILSONVice Preside-$0--
JORDAN HALEDirector-$0--
KIMBERLEE DAHLDirector-$0--
MARISA AHRENSDirector-$0--
BRIAN DIXONTreasurer-$0--
KYLE RICHARDSONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-HUMAN SERVICES/WELFARECHARITABLESOUTHFIELD, MI, US$15,000
Paid Grant-CHARITABLECHARITABLESALINE, MI, US$10,500
Paid Grant-HUMAN SERVICES/WELFARECHARITABLESAGINAW, MI, US$5,000
Paid Grant-EDUCATIONALCHARITABLEALMA, MI, US$3,500
Paid Grant-CHARITABLECHARITABLEMIDLAND, MI, US$3,000
Paid Grant-CHARITABLECHARITABLESAGINAW, MI, US$3,000
Paid Grant-HUMAN SERVICES/WELFARECHARITABLEBOONE, IA, US$3,000
Paid Grant-HUMAN SERVICES/WELFARECHARITABLELANSING, MI, US$3,000
Paid Grant-EDUCATIONALCHARITABLESAGINAW, MI, US$2,500
Paid Grant-HEALTHCHARITABLEBAY CITY, MI, US$2,500
Paid Grant-CHARITABLECHARITABLESAGINAW, MI, US$2,500
Paid Grant-CHARITABLECHARITABLESAGINAW, MI, US$2,500
Paid Grant-HUMAN SERVICES/WELFARECHARITABLESAGINAW, MI, US$2,500
Paid Grant-HUMAN SERVICES/WELFARECHARITABLEPORTAGE, MI, US$2,500
Paid Grant-SOCIAL/CIVICCHARITABLESAGINAW, MI, US$2,500
Paid Grant-HUMAN SERVICES/WELFARECHARITABLEFARMINGTON HILLS, MI, US$2,500
Paid Grant-SOCIAL/CIVICCHARITABLESAGINAW, MI, US$2,500
Paid Grant-CHARITABLECHARITABLESAGINAW, MI, US$2,250
Paid Grant-EDUCATIONALCHARITABLELANSING, MI, US$2,225
Paid Grant-CHARITABLECHARITABLEFLINT, MI, US$2,150
Paid Grant-CHARITABLECHARITABLEFENTON, MI, US$2,150
Paid Grant-CHARITABLECHARITABLESARATOGA SPRINGS, NY, US$2,150
Paid Grant-CHARITABLECHARITABLEMILAN, MI, US$2,000
Paid Grant-HUMAN SERVICES/WELFARECHARITABLETAYLOR, MI, US$2,000
Paid Grant-CHARITABLECHARITABLEWASHINGTON, DC, US$2,000
Paid Grant-HUMAN SERVICES/WELFARECHARITABLEALMA, MI, US$2,000
Paid Grant-EDUCATIONALCHARITABLEKENTWOOD, MI, US$2,000
Paid Grant-EDUCATIONALCHARITABLEMIDLAND, MI, US$2,000
Paid Grant-CHARITABLECHARITABLEMIDLAND, MI, US$2,000
Paid Grant-HUMAN SERVICES/WELFARECHARITABLEWYANDOTTE, MI, US$2,000
Paid Grant-SOCIAL/CIVICCHARITABLEMIDLAND, MI, US$1,995
Paid Grant-CHARITABLECHARITABLEHASTINGS, MI, US$1,550
Paid Grant-HUMAN SERVICES/WELFARECHARITABLEALMA, MI, US$1,500
Paid Grant-SOCIAL/CIVICCHARITABLEHARPER WOODS, MI, US$1,500
Paid Grant-SOCIAL/CIVICCHARITABLEFLINT, MI, US$1,500
Paid Grant-CHARITABLECHARITABLEALMA, MI, US$1,500
Paid Grant-HUMAN SERVICES/WELFARECHARITABLESAGINAW, MI, US$1,500
Paid Grant-HUMAN SERVICES/WELFARECHARITABLEMIDLAND, MI, US$1,500
Paid Grant-CHARITABLECHARITABLEMIDLAND, MI, US$1,250
Paid Grant-CHARITABLECHARITABLESAGINAW, MI, US$1,250
Paid Grant-CHARITABLECHARITABLEOMAHA, NE, US$1,250
Paid Grant-CHARITABLECHARITABLEMIDLAND, MI, US$1,200
Paid Grant-HUMAN SERVICES/WELFARECHARITABLESAGINAW, MI, US$1,200
Paid Grant-HEALTHCHARITABLEMIDLAND, MI, US$1,200
Paid Grant-CHARITABLECHARITABLESAGINAW, MI, US$1,200
Paid Grant-EDUCATIONALCHARITABLELANSING, MI, US$1,200
Paid Grant-CHARITABLECHARITABLEMILAN, MI, US$1,200
Paid Grant-HUMAN SERVICES/WELFARECHARITABLETAYLOR, MI, US$1,200
Paid Grant-CHARITABLECHARITABLEBURTON, MI, US$1,095
Paid Grant-CHARITABLECHARITABLETROY, MI, US$1,000
Paid Grant-CHARITABLECHARITABLEBAY CITY, MI, US$1,000
Paid Grant-SOCIAL/CIVICCHARITABLEWYANDOTTE, MI, US$1,000
Paid Grant-HUMAN SERVICES/WELFARECHARITABLEHOLT, MI, US$1,000
Paid Grant-CHARITABLECHARITABLEHOLT, MI, US$1,000
Paid Grant-CHARITABLECHARITABLEYPSILANTI, MI, US$1,000
Paid Grant-SOCIAL/CIVICCHARITABLEKALAMAZOO, MI, US$800
Paid Grant-CHARITABLECHARITABLESAGINAW, MI, US$750
Paid Grant-CHARITABLECHARITABLEFLINT, MI, US$600
Paid Grant-CHARITABLECHARITABLESAGINAW, MI, US$600
Paid Grant-EDUCATIONALCHARITABLELANSING, MI, US$500
Paid Grant-HUMAN SERVICES/WELFARECHARITABLEALMA, MI, US$250
Filing and Contact Details

Filer

Filer Name
Yeo & Yeo Foundation
EIN
83-2286564
Phone
9897939830
Address
5300 BAY ROAD SUITE 600, SAGINAW, MI 48604-2517

Signing Officer

Name
Brian Dixon
Title
Treasurer
Phone
9897939830
Signed
2023-05-10

Preparer

Firm
Yeo & Yeo Pc
Address
PO BOX 3275, SAGINAW, MI 48605
Preparer
Michael T Tribble
Phone
9897939830
Raw XML AppendixShowing 400 of 907 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01434
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01461
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5129
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06537
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-11-27
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc085 SHS SCHWAB US AGGREGATE BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc113 SHS SCHWAB US LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc215.9750 SHS GOLDMAN SACHS EMERGING M
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc336.141 SHS SCHWAB INTERNATIONAL INDE
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-05-11
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-32
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL TRIBBLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BECKY MILLSAP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALEX WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JORDAN HALE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MARISA AHRENS
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