Civic Intelligence

Lapeer County Community Foundation

990 • Fiscal year 2017 • EIN 20-1271563

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization ProfileWWW.LAPEERCOUNTYCF.ORG
235 W Nepessing StLapeer, MI 48446

(810) 664-0691

Siviq Scores

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

Liabilities / Assets

44th percentile

0.16x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.83x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$54,942

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

66th percentile

9.3%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

58%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$10,284,923

Up $879,182 (+9.3%) from 2016

Net Assets

Up

$8,615,812

Up $684,377 (+8.6%) from 2016

Liabilities

Up

$1,669,111

Up $194,805 (+13%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin81st percentile

Revenue

Up

$912,195

Up $335,231 (+58%) from 2016

Expenses

Up

$697,725

Up $127,796 (+22%) from 2016

Net Income

Up

$214,470

Up $207,435 (+2949%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2017

Assets$10,284,923
Liabilities$1,669,111
Net Assets$8,615,812
Open 2017 Filing

Operations Trend

Revenue Growth89th 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

2017

Revenue$912,195
Expenses$697,725
Net Income$214,470
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$2,094,960
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$9,100,580$10,011,004▲ $910,424
Savings and Temporary Cash Investments$178,754$133,545▼ $45,209
Cash and Non-Interest-Bearing Accounts$99,176$83,278▼ $15,898
Land, Buildings, and Equipment, Net$2,757$24,543▲ $21,786
Pledges and Grants Receivable-$4,067-
Prepaid Expenses and Deferred Charges$1,014--
Total Assets$9,405,741$10,284,923▲ $879,182
Other Assets Total$23,460$28,486▲ $5,026
Liabilities
Other Liabilities$1,464,494$1,585,007▲ $120,513
Grants Payable-$72,402-
Accounts Payable and Accrued Expenses$9,812$11,702▲ $1,890
Total Liabilities$1,474,306$1,669,111▲ $194,805
Net Assets / Fund Balance
Unrestricted Net Assets$7,866,161$8,586,120▲ $719,959
Temporarily Rstr Net Assets$65,274$29,692▼ $35,582
Total Net Assets Fund Balance$7,931,435$8,615,812▲ $684,377
Total Liabilities and Net Assets / Fund Balance$9,405,741$10,284,923▲ $879,182

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$24,543$5,429$29,972

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$7,864,493$294,046▲ $830,675$17,255$8,478,350
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
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nancy BoxeyExec DirectorFT$54,942$54,942

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
$306,965
Program Service Revenue
$0
Investment Income
$420,904
Other Revenue
$184,326
All Other Contributions
$306,965
Change in Net Assets
$214,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$912,195
Revenue Not Reported on Form 990
$469,907
Total Revenue per Audited Statements
$1,382,102
Total Revenue per Form 990
$912,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$319,392
Grants and Similar Amounts Paid$292,119
Salaries, Compensation, and Employee Benefits$86,214
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$204,406--$204,406
Grants to Domestic Individuals$87,713--$87,713
Current Officers, Directors, Trustees, and Key Employees-$54,942-$54,942
Other Expenses$35,582$48,714-$35,582
Other Salaries and Wages-$25,136-$25,136
All Other Expenses-$14,248-$14,248
Fees for Services Accounting-$13,585-$13,585
Fees for Services Other-$10,600-$10,600
Office Expenses-$8,550-$8,550
Payroll Taxes-$6,136-$6,136
Occupancy-$4,940-$4,940
Conferences and Meetings-$2,694-$2,694
Information Technology-$2,013-$2,013
Insurance-$1,690-$1,690
Depreciation Depletion-$1,542-$1,542
Advertising-$1,100-$1,100
Total Functional Expenses$386,739$310,986$0$697,725

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$697,725
Total Expenses per Audited Statements$697,725
Total Expenses per Form 990$697,725
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of LapeerLapeer, MIGovMultiple Projects$53,841
Banbury Cross Equestrian CenterOxford, MI3Multiple Projects$15,900
Love IncLapeer, MI-Client Assistance$15,000
North Branch Area SchoolsNorth Branch, MI-Stage Curtains$12,500
Deerfield TownshipNorth Branch, MI3Tornado Siren$12,300
Lapeer County IsdLapeer, MI-Multiple Projects$9,902
Lapeer Comm SchoolsLapeer, MI3Multiple Projects$7,670
Lapeer County Master Gardeners AssnLapeer, MI-Labyrinth Kit$7,600
Child Advocacy Center of Lapeer CoLapeer, MIGovRepairs & Renovation$7,100
Forever Friends NetworkLapeer, MI3Ipads & Oper Expense$6,067
Dryden Community SchoolsDryden, MI3Multiple Projects$6,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held as Agency Funds$1,585,007
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
235 W NEPESSING ST, LAPEER, MI 48446

Signing Officer

Name
William Gibbons CPA
Title
Treasurer
Phone
8106640691
Signed
2018-11-06
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
2

Preparer

Firm
Mattina Kent & Gibbons Pc
Address
951 S MAIN ST STE 3, LAPEER, MI 48446-4128
Preparer
Clark D Kent CPA
Phone
8106644470
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IRS990/PrincipalOfficerNm0PAUL BOWMAN
IRS990/ProfessionalFundraisingInd0false
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0184326
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.42140
IRS990ScheduleA/PublicSupportTotal170Amt01008839
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0306965
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IRS990ScheduleA/TotalSupportAmt02274288
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0294046
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08478350
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0330887
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0830675
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt017255
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0181894
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07400153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0191647
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0277815
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt017244
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0135732
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0262183
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IRS990ScheduleD/DonorAdvisedFundsContriAmt01850
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IRS990ScheduleD/EquipmentGrp/BookValueAmt024543
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05429
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD AS AGENCY FUNDS
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IRS990ScheduleD/TotalRevenuePerForm990Amt0912195
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IRS990ScheduleI/GrantRecordsMaintainedInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,284,923
Liabilities
$1,669,111
Net assets
$8,615,812
Revenue
$912,195
Expenses
$697,725
Net income
$214,470
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
2017Detailed filing. Detailed filing data is available for this year.$10.3$1.67$8.62$0.91$0.70$0.21
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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. 2017 filings • 501(c)3 • $10M-$25M nonprofits