Civic Intelligence

Lapeer County Community Foundation

990 • Fiscal year 2016 • EIN 20-1271563

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 25, 2017

Organization ProfileWWW.LAPEERCOUNTYCF.ORG
264 Cedar StreetLapeer, MI 48446

(810) 664-0691

Siviq Scores

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

Liabilities / Assets

48th percentile

0.16x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

2.56x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

23rd percentile

$51,177

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

65th percentile

5.8%

Faster asset growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-4.4%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$9,405,741

Up $517,224 (+5.8%) from 2015

Net Assets

Up

$7,931,435

Up $454,114 (+6.1%) from 2015

Liabilities

Up

$1,474,306

Up $63,110 (+4.5%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin46th percentile

Revenue

Down

$576,964

Down $26,866 (-4.4%) from 2015

Expenses

Up

$569,929

Up $29,815 (+5.5%) from 2015

Net Income

Down

$7,035

Down $56,681 (-89%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $7,830,716Liabilities 2011: $1,210,881Net Assets 2011: $6,619,8352011Assets 2012: $8,096,455Liabilities 2012: $1,288,299Net Assets 2012: $6,808,1562012Assets 2013: $9,024,048Liabilities 2013: $1,440,674Net Assets 2013: $7,583,3742013Assets 2014: $9,195,636Liabilities 2014: $1,470,797Net Assets 2014: $7,724,8392014Assets 2015: $8,888,517Liabilities 2015: $1,411,196Net Assets 2015: $7,477,3212015Assets 2016: $9,405,741Liabilities 2016: $1,474,306Net Assets 2016: $7,931,4352016Assets 2017: $10,284,923Liabilities 2017: $1,669,111Net Assets 2017: $8,615,8122017Assets 2018: $9,605,827Liabilities 2018: $1,617,805Net Assets 2018: $7,988,0222018Assets 2019: $11,526,148Liabilities 2019: $1,860,524Net Assets 2019: $9,665,6242019Assets 2020: $12,500,898Liabilities 2020: $1,503,142Net Assets 2020: $10,997,7562020Assets 2021: $14,377,422Liabilities 2021: $1,645,310Net Assets 2021: $12,732,1122021Assets 2022: $12,881,802Liabilities 2022: $1,315,712Net Assets 2022: $11,566,0902022Assets 2023: $17,191,136Liabilities 2023: $1,540,958Net Assets 2023: $15,650,1782023Assets 2024: $19,743,038Liabilities 2024: $1,717,961Net Assets 2024: $18,025,0772024

Highlighted filing

2016

Assets$9,405,741
Liabilities$1,474,306
Net Assets$7,931,435
Open 2016 Filing

Operations Trend

Revenue Growth30th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2011: $599,2192011Expenses 2012: $682,6542012Revenue 2013: $722,119Expenses 2013: $474,190Net Income 2013: $247,9292013Revenue 2014: $766,200Expenses 2014: $455,985Net Income 2014: $310,2152014Revenue 2015: $603,830Expenses 2015: $540,114Net Income 2015: $63,7162015Revenue 2016: $576,964Expenses 2016: $569,929Net Income 2016: $7,0352016Revenue 2017: $912,195Expenses 2017: $697,725Net Income 2017: $214,4702017Revenue 2018: $1,207,209Expenses 2018: $734,511Net Income 2018: $472,6982018Revenue 2019: $1,098,548Expenses 2019: $703,526Net Income 2019: $395,0222019Revenue 2020: $1,023,062Expenses 2020: $846,532Net Income 2020: $176,5302020Revenue 2021: $1,615,600Expenses 2021: $895,708Net Income 2021: $719,8922021Revenue 2022: $1,769,199Expenses 2022: $925,497Net Income 2022: $843,7022022Revenue 2023: $4,172,731Expenses 2023: $1,126,203Net Income 2023: $3,046,5282023Revenue 2024: $2,584,123Expenses 2024: $1,157,781Net Income 2024: $1,426,3422024

Highlighted filing

2016

Revenue$576,964
Expenses$569,929
Net Income$7,035
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$3,557,242
Mission and Program Overview

Mission

To provide grants to individuals and organizations of lapeer county for the purpose of enhancing the quality of life

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,734,903$9,100,580▲ $365,677
Savings and Temporary Cash Investments$116,277$178,754▲ $62,477
Cash and Non-Interest-Bearing Accounts$11,292$99,176▲ $87,884
Land, Buildings, and Equipment, Net$1,233$2,757▲ $1,524
Prepaid Expenses and Deferred Charges$1,210$1,014▼ $196
Total Assets$8,888,517$9,405,741▲ $517,224
Other Assets Total$23,602$23,460▼ $142
Liabilities
Other Liabilities$1,398,640$1,464,494▲ $65,854
Accounts Payable and Accrued Expenses$12,556$9,812▼ $2,744
Total Liabilities$1,411,196$1,474,306▲ $63,110
Net Assets / Fund Balance
Unrestricted Net Assets$7,477,321$7,866,161▲ $388,840
Temporarily Rstr Net Assets-$65,274-
Total Net Assets Fund Balance$7,477,321$7,931,435▲ $454,114
Total Liabilities and Net Assets / Fund Balance$8,888,517$9,405,741▲ $517,224

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,757$3,888$6,645

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,400,153$191,647▲ $749,646$17,244$7,864,493
2015$7,676,710$135,732▲ $28,079$25,518$7,400,153
2014$7,529,395$157,508▲ $350,406$13,468$7,676,710
2013$6,769,835$211,446▲ $937,055$10,394$7,529,395
2012$6,545,441$222,432▲ $606,610$9,683$6,769,835
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ashley T WhiteExec DirectorFT$51,177$51,177
Nancy BoxeyExec DirectorFT$1,058$1,058

Board Members and Trustees

NameTitle
Paul BowmanChairman
Steve ZottVice Chairma
Andrew HarringtonTrustee
Charlie MannTrustee
Curt CarterTrustee
Dahna LoedingTrustee
Kathryn L LawterTrustee
Kim BrownTrustee
Molly MuirTrustee
Ralph DeshetskyTrustee
Rick BurroughTrustee
Sue WilmersTrustee
Timothy DenneySecretary
William Gibbons CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$214,275
Program Service Revenue
$0
Investment Income
$229,924
Other Revenue
$132,765
All Other Contributions
$214,275
Change in Net Assets
$7,035

Audited Revenue Reconciliation

Revenue per Audited Statements
$576,964
Revenue Not Reported on Form 990
$419,962
Total Revenue per Audited Statements
$996,926
Total Revenue per Form 990
$576,964
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$248,885
Other Expenses$236,722
Salaries, Compensation, and Employee Benefits$84,322
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$161,235--$161,235
Grants to Domestic Individuals$87,650--$87,650
Current Officers, Directors, Trustees, and Key Employees-$52,668-$52,668
Other Salaries and Wages-$25,737-$25,737
All Other Expenses-$15,371-$15,371
Fees for Services Accounting-$13,500-$13,500
Other Expenses$9,726$45,749-$9,726
Fees for Services Other-$8,996-$8,996
Payroll Taxes-$5,917-$5,917
Office Expenses-$5,498-$5,498
Information Technology-$3,072-$3,072
Occupancy-$2,742-$2,742
Insurance-$1,559-$1,559
Conferences and Meetings-$1,416-$1,416
Depreciation Depletion-$766-$766
Total Functional Expenses$274,791$295,138$0$569,929

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$569,929
Total Expenses per Audited Statements$569,929
Total Expenses per Form 990$569,929
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Love IncLapeer, MI-Client Assistance$20,000
Lapeer Comm SchoolsLapeer, MI-Multiple Projects$13,889
Banbury Cross Equestrian CenterOxford, MI3Multiple Projects$11,400
Almont Community SchoolsAlmont, MI3Multiple Projects$10,912
Stone Soup Food Bank LLCLapeer, MI-Refrigerated Truck$10,000
Lakeville Community SchoolsOtisville, MI-Multiple Projects$9,537
Lapeer Comm SchoolsLapeer, MI-Athletic Signage$8,628
Almont Music BoostersAlmont, MI3Band Uniforms$7,500
Lapeer County IsdLapeer, MI-Multiple Projects$7,500
Family Literacy CenterLapeer, MI3Multiple Projects$7,458
Camp CaseyRoyal Oak, MI3Summer Camp Session$6,500
Imlay City Comm SchoolsImlay City, MI3Multiple Projects$6,138
LacadaLapeer, MI-Multiple Projects$5,271
Dryden Community SchoolsDryden, MI3Multiple Projects$5,238
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held as Agency Funds$1,464,494
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the 990 is reviewed with the executive board and then shared with the board as a whole before filing.”

Form 990, Page 6, Part VI, Line 12C

“Board of trustees affiliations lists are filled out and compiled annually and distributed to the executive director and the executive committee for them to be aware of any conflicts of interest that may arise at meetings, etc.”

Form 990, Page 6, Part VI, Line 15A

“A compensation evaluation form is obtained from the council of michigan foundations. This form is completed and reviewed by the excutive committee, and then such information is presented to the board of directors for approval.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflicts of interest policy, and audited financial statements are available upon request from the organization's office. Condensed financial statement information is available via the organization's website.”

Filing and Contact Details

Filer

Filer Name
Lapeer County Community Foundation
EIN
20-1271563
Phone
8106640691
Address
264 CEDAR STREET, LAPEER, MI 48446

Signing Officer

Name
William Gibbons CPA
Title
Treasurer
Phone
8106640691
Signed
2017-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Bowman
Formed
2004
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
Employees
3

Preparer

Firm
Mattina Kent & Gibbons Pc
Address
951 S MAIN ST STE 3, LAPEER, MI 48446-4128
Preparer
Clark D Kent CPA
Phone
8106644470
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Reclassification of fund as agency to non-agency 27,117”

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IRS990/PrincipalOfficerNm0PAUL BOWMAN
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IRS990ScheduleA/TotalSupportAmt02077630
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0277815
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0749646
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,405,741
Liabilities
$1,474,306
Net assets
$7,931,435
Revenue
$576,964
Expenses
$569,929
Net income
$7,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.7$1.72$18.0$2.58$1.16$1.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$1.54$15.7$4.17$1.13$3.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$1.32$11.6$1.77$0.93$0.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$1.65$12.7$1.62$0.90$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$1.50$11.0$1.02$0.85$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$1.86$9.67$1.10$0.70$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.61$1.62$7.99$1.21$0.73$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$1.67$8.62$0.91$0.70$0.21
2016Detailed filing. Detailed filing data is available for this year.$9.41$1.47$7.93$0.58$0.57$0.01
2015Detailed filing. Detailed filing data is available for this year.$8.89$1.41$7.48$0.60$0.54$0.06
2014Detailed filing. Detailed filing data is available for this year.$9.20$1.47$7.72$0.77$0.46$0.31
2013Detailed filing. Detailed filing data is available for this year.$9.02$1.44$7.58$0.72$0.47$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.10$1.29$6.81$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$1.21$6.62$0.60
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits