Civic Intelligence

James B Richardson Trust 34-001160-0

990PF • Fiscal year 2017 • EIN 94-6505556

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

Organization Profile
PO Box 75000Detroit, MI 48275-7874

(313) 222-3568

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$5,433

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 34.1% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-24%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$306,972

Down $6,729 (-2.1%) from 2016

Net Assets

Down

$306,972

Down $6,729 (-2.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Down

$15,954

Down $5,135 (-24%) from 2016

Expenses

Down

$21,542

Down $16,687 (-44%) from 2016

Net Income

Up

-$5,588

Up $11,552 (+67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0Assets 2011: $366,559Liabilities 2011: $0Net Assets 2011: $366,5592011Assets 2012: $354,158Liabilities 2012: $0Net Assets 2012: $354,1582012Assets 2013: $341,501Liabilities 2013: $0Net Assets 2013: $341,5012013Assets 2014: $324,950Liabilities 2014: $02014Assets 2015: $330,328Liabilities 2015: $0Net Assets 2015: $330,3282015Assets 2016: $313,701Liabilities 2016: $0Net Assets 2016: $313,7012016Assets 2017: $306,972Liabilities 2017: $0Net Assets 2017: $306,9722017Assets 2018: $360,083Liabilities 2018: $0Net Assets 2018: $360,0832018Assets 2019: $341,753Liabilities 2019: $0Net Assets 2019: $341,7532019Assets 2020: $335,642Liabilities 2020: $0Net Assets 2020: $335,6422020Assets 2021: $325,144Liabilities 2021: $0Net Assets 2021: $325,1442021Assets 2022: $303,334Liabilities 2022: $0Net Assets 2022: $303,3342022Assets 2023: $290,487Liabilities 2023: $0Net Assets 2023: $290,4872023Assets 2024: $284,336Liabilities 2024: $0Net Assets 2024: $284,3362024

Highlighted filing

2017

Assets$306,972
Liabilities$0
Net Assets$306,972
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50KExpenses 2011: $24,9262011Expenses 2012: $26,1152012Revenue 2013: $11,313Expenses 2013: $24,567Net Income 2013: -$13,2542013Revenue 2014: $7,409Expenses 2014: $24,453Net Income 2014: -$17,0442014Revenue 2015: $12,160Expenses 2015: $6,301Net Income 2015: $5,8592015Revenue 2016: $21,089Expenses 2016: $38,229Net Income 2016: -$17,1402016Revenue 2017: $15,954Expenses 2017: $21,542Net Income 2017: -$5,5882017Revenue 2018: $70,701Expenses 2018: $23,287Net Income 2018: $47,4142018Revenue 2019: $16,230Expenses 2019: $22,401Net Income 2019: -$6,1712019Revenue 2020: $12,349Expenses 2020: $26,398Net Income 2020: -$14,0492020Revenue 2021: $20,564Expenses 2021: $31,665Net Income 2021: -$11,1012021Revenue 2022: $11,948Expenses 2022: $33,502Net Income 2022: -$21,5542022Revenue 2023: $13,962Expenses 2023: $26,743Net Income 2023: -$12,7812023Revenue 2024: $18,469Expenses 2024: $23,693Net Income 2024: -$5,2242024

Highlighted filing

2017

Revenue$15,954
Expenses$21,542
Net Income-$5,588
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMERICA BANKTrustee-$5,433-$5,433
Filing and Contact Details

Filer

Filer Name
James B Richardson Trust
EIN
94-6505556
Phone
3132223568
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Jacquelyn Sparks-walker
Title
Vice President
Phone
3132223568
Signed
2018-04-27

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Christopher L Gillam
Phone
8558073423
Raw XML Appendix313 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 75000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195060
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015019
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/AppliedToCurrentYearAmt016022
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01998
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01998
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016022
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01998
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04048
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01141
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt1160
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELYN SPARKS-WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03132223568
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES B RICHARDSON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0946505556
ReturnHeader/Filer/PhoneNum03132223568
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB2A8BC25AA9AB03C277607057770BEB0ED5823A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046F79EC2765BE8E7CCB6335F0A32EFE365627266
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.207.253.96
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L GILLAM
ReturnHeader/ReturnTs02018-05-12T17:00:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,972
Liabilities
$0
Net assets
$306,972
Revenue
$15,954
Expenses
$21,542
Net income
-$5,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.18$0.24$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.14$0.27$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.12$0.34$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.21$0.32$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.12$0.26$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.16$0.22$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.71$0.23$0.47
2017Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.16$0.22$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.21$0.38$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.12$0.06$0.06
2014Summary only. Only limited summary data is available for this year.$3.25$0.00$0.07$0.24$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.11$0.25$0.13
2012Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.25