Civic Intelligence

Adele Wensink Charitable Trust

EIN 87-6526132 • Whittemore, MI

136 Reno RoadWhittemore, MI 48770
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-154%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

17th percentile

-7.8%

Faster asset growth than 17% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,105,987

Down $177,657 (-7.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,105,987

Down $177,657 (-7.8%) from 2023

Revenue

Down

$115,951

Down $1,723,815 (-94%) from 2023

Expenses

Up

$294,831

Up $173,166 (+142%) from 2023

Net Income

Down

-$178,880

Down $1,896,981 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2022: $566,173Liabilities 2022: $0Net Assets 2022: $566,1732022Assets 2023: $2,283,644Liabilities 2023: $0Net Assets 2023: $2,283,6442023Assets 2024: $2,105,987Liabilities 2024: $0Net Assets 2024: $2,105,9872024

Highlighted filing

2024

Assets$2,105,987
Liabilities$0
Net Assets$2,105,987

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2022: $568,900Expenses 2022: $2,109Net Income 2022: $566,7912022Revenue 2023: $1,839,766Expenses 2023: $121,665Net Income 2023: $1,718,1012023Revenue 2024: $115,951Expenses 2024: $294,831Net Income 2024: -$178,8802024

Highlighted filing

2024

Revenue$115,951
Expenses$294,831
Net Income-$178,880

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick Van TiflinTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Adele Wensink Charitable Trust
EIN
87-6526132
Phone
5172302987
Address
136 Reno Road, Whittemore, MI 48770

Signing Officer

Name
Patrick Van Tiflin
Title
Trustee
Phone
5172302987
Signed
2025-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Honigman LLP
Address
660 Woodward Ave Ste 2290, Detroit, MI 48226
Phone
3134657188
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt774861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt789188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt796405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt806534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt816765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt823751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8312718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt849693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8510337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm093 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133 AIRBNB INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2226 ALLY FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm379 ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4220 ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5175 AMERICAN INTERNATIONAL GROUP,INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6243 APA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7150 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8264.516 ARTISAN INTL SM/MID-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9129 BANK NEW YORK MELLON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10212 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11119 BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122 BLACKROCK FUNDING INC/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13125 BORG WARNER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14170 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1558 CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1686 CARLYLE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1772 CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1830 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19148 CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2026 CHARTER COMMUNICATIONS INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21200 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22195 COMCAST CORPORATION CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2398 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24170 CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25134 COREBRIDGE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26157 CORTEVA INC-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2774 CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2831 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29118 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30190 DIMENSIONAL INTERNATIONAL VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31366 DUPONT DE NEMOURS INC-WI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3214 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3342 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3483 EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3525 EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm364 FIRST CITIZENS BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3754 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3887 FORTUNE BRANDS INNOVATIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3955 GE HEALTHCARE TECHNOLOG-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40252 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4133 GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4276 GLOBAL PAYMENTS INC-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43133.338 HENNESSY FOCUS FUND CLASS INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4476 INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4549 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4616 ISHARES CORE S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47286 ISHARES MSCI INTL QUALITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48336 KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49196 KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50130 KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51130 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5251 LIBERTY BROADBAND-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53421.315 LONGLEAF PARTNERS FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54330.216 LSV SMALL CAP FUND-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5588 MAGNA INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5671 MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5770 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58181 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5933 MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60112 NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61237.882 OAKMARK INTL SM CAP-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62258.252 OBERWEIS SMALL CAP OPPPRTUNITES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63287.772 PGIM JENN M/C GROW-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64403 PHILIP MORRIS INTERNAT-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6588 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66560.599 PZENA EMERG MKTS VALUE-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6754 QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6820 REINSURANCE GROUP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6925 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70174 SCHWAB CHARLES CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71756.182 SEAFARER OVERSEAS GROWTH &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7276 SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731679 SHELL PLC-W/I-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74150 SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7588 STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm764000 SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7734 TE CONNECTIVITY PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7896 THOR INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79281.045 TOUCHSTONE MIDCAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80454.366 TOUCHSTONE SANDS EM GR-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81640 WARNER BROS DISCOVERY INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82121 WARNER MUSIC GROUP CORP-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83584.465 WCM FOCUSED INTL GROWTH-INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84138 WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8533 WILLIS TOWERS WATSON PLC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt073788
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt042163
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0115951
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0115951
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt090976
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt073319
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt073788
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-178880
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0381851
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt031899
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt031073
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt062972
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt042163
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0103189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt028242
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028242
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01791
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt023617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0211899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0294831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0164295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0115951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt061106
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0114831
IRS990PF/ApplicationPendingInd0X
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-12-20

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