Civic Intelligence

Woldumar Endownment Charitable Tr

990 • Fiscal year 2021 • EIN 91-6542498

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization Profile
15834 Culver DriveEast Lansing, MI 48823

(517) 641-8049

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

59th percentile

18%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

54th percentile

12%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$875,824

Up $92,368 (+12%) from 2020

Net Assets

Up

$875,824

Up $92,368 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin59th percentile

Revenue

Down

$47,534

Down $55,306 (-54%) from 2020

Expenses

Up

$39,000

Up $3,400 (+9.6%) from 2020

Net Income

Down

$8,534

Down $58,706 (-87%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.0M$500K$0Assets 2011: $367,504Liabilities 2011: $02011Assets 2012: $402,625Liabilities 2012: $02012Assets 2013: $544,295Liabilities 2013: $0Net Assets 2013: $544,2952013Assets 2014: $551,083Liabilities 2014: $0Net Assets 2014: $551,0832014Assets 2015: $528,108Liabilities 2015: $0Net Assets 2015: $528,1072015Assets 2016: $578,833Liabilities 2016: $0Net Assets 2016: $578,8332016Assets 2017: $654,852Liabilities 2017: $0Net Assets 2017: $654,8522017Assets 2018: $578,243Liabilities 2018: $0Net Assets 2018: $578,2432018Assets 2019: $716,216Liabilities 2019: $0Net Assets 2019: $716,2162019Assets 2020: $783,456Liabilities 2020: $0Net Assets 2020: $783,4562020Assets 2021: $875,824Liabilities 2021: $0Net Assets 2021: $875,8242021Assets 2022: $690,235Liabilities 2022: $0Net Assets 2022: $690,2352022Assets 2023: $817,976Liabilities 2023: $0Net Assets 2023: $817,9762023Assets 2024: $883,142Liabilities 2024: $0Net Assets 2024: $883,1422024

Highlighted filing

2021

Assets$875,824
Liabilities$0
Net Assets$875,824
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $59,202Expenses 2011: $18,000Net Income 2011: $41,2022011Revenue 2012: $37,221Expenses 2012: $2,100Net Income 2012: $35,1212012Revenue 2013: $22,320Expenses 2013: $22,300Net Income 2013: $202013Revenue 2014: $19,571Expenses 2014: $27,000Net Income 2014: -$7,4292014Revenue 2015: $19,623Expenses 2015: $27,600Net Income 2015: -$7,9772015Revenue 2016: $20,080Expenses 2016: $0Net Income 2016: $20,0802016Revenue 2017: $41,399Expenses 2017: $28,900Net Income 2017: $12,4992017Revenue 2018: $28,900Expenses 2018: $32,700Net Income 2018: -$3,8002018Revenue 2019: $25,060Expenses 2019: $0Net Income 2019: $25,0602019Revenue 2020: $102,840Expenses 2020: $35,600Net Income 2020: $67,2402020Revenue 2021: $47,534Expenses 2021: $39,000Net Income 2021: $8,5342021Revenue 2022: $42,645Expenses 2022: $43,843Net Income 2022: -$1,1982022Revenue 2023: $350Expenses 2023: $0Net Income 2023: $3502023Revenue 2024: $43,552Expenses 2024: $42,400Net Income 2024: $1,1522024

Highlighted filing

2021

Revenue$47,534
Expenses$39,000
Net Income$8,534
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.0
Gross Receipts
$47,534
Mission and Program Overview

Mission

Financial support for Woldumar Nature Center. WNA is a 501(c)(3) nature education center in Lansing, MI.

Financial support for Wolumar Nature Center. WNA is a 501(c)(3) nature education center in Lansing, MI

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$783,022$865,442▲ $82,420
Cash and Non-Interest-Bearing Accounts$434$10,382▲ $9,948
Total Assets$783,456$875,824▲ $92,368
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$435,150$442,100▲ $6,950
Net Assets Without Donor Restrictions$348,306$433,724▲ $85,418
Total Net Assets Fund Balance$783,456$875,824▲ $92,368
Total Liabilities and Net Assets / Fund Balance$783,456$875,824▲ $92,368

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$783,456$6,950▲ $124,418$0$875,824
2020$716,215$5,215▲ $97,626$0$783,456
2019$578,234$5,561▲ $132,412$0$716,207
2018$654,852$2,465▼ $46,374$0$578,243
2017$578,834$2,065▲ $39,334$0$591,333
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Gary PikeTrustee
JB McCombsTrustee
Melissa HatfieldTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$6,950
Program Service Revenue
$0
Investment Income
$40,584
Other Revenue
$0
All Other Contributions
$6,950
Change in Net Assets
$8,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,000
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,000--$39,000
Total Functional Expenses$39,000$0$0$39,000
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
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“- This endowment provides financial support to Woldumar Nature Association (WNA). The board of WNA appoints our trustees to three year terms.”

Form 990, Part VI, Section A, Line 8A

“We document our major decisions, such as adopting the investment guidelines, but not minor decisions or meeting discussions.”

Form 990, Part VI, Section A, Line 9

“WECT's mailing address is the home address of trustee JB MCCombs. The other two trustees are:Gary Pike, 11343 West Herbison Road, Eagle, MI 48822 Melissa Hatfield, 911 Woodbury Dr, Grand Ledge MI 48837”

Form 990, Part VI, Section B, Line 11B

“Trustee Melissa Hatfield prepares the 990 and mails a copy to each trustee as she send the original to the IRS. In addition, a copy is included in our annual report to the board of WNA (which is prepared by trustee JB McCombs). So the 990 is reviewed but not prior to filing.”

Form 990, Part VI, Section C, Line 18

“We are required to include the 990 in our annual report to the Michigan Attorney General's office. It is publically available through that office.”

Form 990, Part VI, Section C, Line 19

“The trust agreement by which WECT was formed is on file with the Michigan Attorney General's office and publically available there. By filing the 990 with the AG, the essential elements of WECT's financial condition are made public. WECT does not have a conflict of interest policy. All of its investments are in publically traded securities; WECT's distributions to WNA is calculated by a formula in the trust agreement; WECT pays no compensation or other expenses. Under these circumstances there seems little or no opportunity for a conflict of interest to arise.”

Filing and Contact Details

Filer

Filer Name
Woldumar Endownment Charitable Tr
EIN
91-6542498
Phone
5176418049
Address
15834 Culver Drive, East Lansing, MI 48823

Signing Officer

Name
Melissa Hatfield
Title
Trustee
Phone
5179802836
Signed
2022-05-04

Organization Details

Principal Officer
JB McCombs
Formed
2001
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“The intended uses of this trust's endowment funds are to maintain a diversified investment portfolio that supports annual distributions to Woldumar Nature Center, within the bounds of the distribution formula in the trust agreement.”

Raw XML Appendix384 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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IRS990/BooksInCareOfDetail/PhoneNum05176418049
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IRS990/BooksInCareOfDetail/USAddress/CityNm0East Lansing
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IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt039000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt039000
IRS990/GrantsToIndividualsInd00
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The intended uses of this trust's endowment funds are to maintain a diversified investment portfolio that supports annual distributions to Woldumar Nature Center, within the bounds of the distribution formula in the trust agreement.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0- This endowment provides financial support to Woldumar Nature Association (WNA). The board of WNA appoints our trustees to three year terms.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1We document our major decisions, such as adopting the investment guidelines, but not minor decisions or meeting discussions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WECT's mailing address is the home address of trustee JB MCCombs. The other two trustees are:Gary Pike, 11343 West Herbison Road, Eagle, MI 48822 Melissa Hatfield, 911 Woodbury Dr, Grand Ledge MI 48837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Trustee Melissa Hatfield prepares the 990 and mails a copy to each trustee as she send the original to the IRS. In addition, a copy is included in our annual report to the board of WNA (which is prepared by trustee JB McCombs). So the 990 is reviewed but not prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4We are required to include the 990 in our annual report to the Michigan Attorney General's office. It is publically available through that office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The trust agreement by which WECT was formed is on file with the Michigan Attorney General's office and publically available there. By filing the 990 with the AG, the essential elements of WECT's financial condition are made public. WECT does not have a conflict of interest policy. All of its investments are in publically traded securities; WECT's distributions to WNA is calculated by a formula in the trust agreement; WECT pays no compensation or other expenses. Under these circumstances there seems little or no opportunity for a conflict of interest to arise.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Woldumar Nature Associatation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0381804314
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Nature Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(a)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05739 Old Lansing Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Lansing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd048917
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0N/A based on Sch. R instructions, due to small dollar amounts.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule R, Part I
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Based on Sch. R instructions, the amount is to small to report.
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Woldumar Nature Associatation
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0l
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0783456
IRS990/TotalAssetsEOYAmt0875824
IRS990/TotalAssetsGrp/BOYAmt0783456
IRS990/TotalAssetsGrp/EOYAmt0875824
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06950
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039000
IRS990/TotalFunctionalExpensesGrp/TotalAmt039000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0783456
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0875824
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt039000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040584
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt047534
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0783456
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0875824
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt015834 Culver Drive
IRS990/USAddress/CityNm0East Lansing
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048823
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Hatfield
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05179802836
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOLDUMAR ENDOWNMENT CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0WOLD
ReturnHeader/Filer/EIN0916542498
ReturnHeader/Filer/PhoneNum05176418049
ReturnHeader/Filer/USAddress/AddressLine1Txt015834 Culver Drive
ReturnHeader/Filer/USAddress/CityNm0East Lansing
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048823
ReturnHeader/ReturnTs02022-05-12T19:54:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$875,824
Liabilities
$0
Net assets
$875,824
Revenue
$47,534
Expenses
$39,000
Net income
$8,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.83$0.00$8.83$0.44$0.42$0.01
2023Summary only. Only limited summary data is available for this year.$8.18$0.00$8.18$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$0.00$6.90$0.43$0.44$0.01
2021Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.48$0.39$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.00$7.83$1.03$0.36$0.67
2019Summary only. Only limited summary data is available for this year.$7.16$0.00$7.16$0.25$0.00$0.25
2018Summary only. Only limited summary data is available for this year.$5.78$0.00$5.78$0.29$0.33$0.04
2017Summary only. Only limited summary data is available for this year.$6.55$0.00$6.55$0.41$0.29$0.12
2016Summary only. Only limited summary data is available for this year.$5.79$0.00$5.79$0.20$0.00$0.20
2015Summary only. Only limited summary data is available for this year.$5.28$0.00$5.28$0.20$0.28$0.08
2014Summary only. Only limited summary data is available for this year.$5.51$0.00$5.51$0.20$0.27$0.07
2013Summary only. Only limited summary data is available for this year.$5.44$0.00$5.44$0.22$0.22$0.00
2012Summary only. Only limited summary data is available for this year.$4.03$0.00$0.37$0.02$0.35
2011Summary only. Only limited summary data is available for this year.$3.68$0.00$0.59$0.18$0.41