Civic Intelligence

South Haven Community Foundation

990 • Fiscal year 2021 • EIN 20-3841038

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileWWW.SOUTHHAVENCF.ORG
PO Box 507South Haven, MI 49090-0507

(269) 214-8044

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

95th percentile

132%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

143%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,014,116

Up $2,281,696 (+132%) from 2020

Net Assets

Up

$4,003,916

Up $2,273,096 (+131%) from 2020

Liabilities

Up

$10,200

Up $8,600 (+538%) from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin98th percentile

Revenue

Up

$2,013,136

Up $1,183,249 (+143%) from 2020

Expenses

Down

$109,101

Down $10,103 (-8.5%) from 2020

Net Income

Up

$1,904,035

Up $1,193,352 (+168%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $214,726Liabilities 2011: $0Net Assets 2011: $214,7262011Assets 2012: $299,672Liabilities 2012: $0Net Assets 2012: $299,6722012Assets 2013: $479,585Liabilities 2013: $0Net Assets 2013: $479,5852013Assets 2014: $579,691Liabilities 2014: $0Net Assets 2014: $579,6912014Assets 2015: $616,965Liabilities 2015: $13,250Net Assets 2015: $603,7152015Assets 2016: $616,853Liabilities 2016: $2,075Net Assets 2016: $614,7782016Assets 2017: $706,716Liabilities 2017: $2,075Net Assets 2017: $704,6412017Assets 2018: $852,519Liabilities 2018: $0Net Assets 2018: $852,5192018Assets 2019: $996,591Liabilities 2019: $16,445Net Assets 2019: $980,1462019Assets 2020: $1,732,420Liabilities 2020: $1,600Net Assets 2020: $1,730,8202020Assets 2021: $4,014,116Liabilities 2021: $10,200Net Assets 2021: $4,003,9162021Assets 2022: $3,890,424Liabilities 2022: $30,200Net Assets 2022: $3,860,2242022Assets 2023: $6,025,558Liabilities 2023: $182,938Net Assets 2023: $5,842,6202023Assets 2024: $6,612,690Liabilities 2024: $168,619Net Assets 2024: $6,444,0712024

Highlighted filing

2021

Assets$4,014,116
Liabilities$10,200
Net Assets$4,003,916
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$3.0M$2.0M$1.0M$0Expenses 2011: $17,0892011Expenses 2012: $12,0342012Revenue 2013: $168,889Expenses 2013: $25,578Net Income 2013: $143,3112013Revenue 2014: $113,019Expenses 2014: $26,917Net Income 2014: $86,1022014Revenue 2015: $84,686Expenses 2015: $27,961Net Income 2015: $56,7252015Revenue 2016: $22,361Expenses 2016: $20,126Net Income 2016: $2,2352016Revenue 2017: $91,794Expenses 2017: $50,267Net Income 2017: $41,5272017Revenue 2018: $160,062Expenses 2018: $38,284Net Income 2018: $121,7782018Revenue 2019: $185,073Expenses 2019: $64,236Net Income 2019: $120,8372019Revenue 2020: $829,887Expenses 2020: $119,204Net Income 2020: $710,6832020Revenue 2021: $2,013,136Expenses 2021: $109,101Net Income 2021: $1,904,0352021Revenue 2022: $818,254Expenses 2022: $197,707Net Income 2022: $620,5472022Revenue 2023: $585,047Expenses 2023: $57,017Net Income 2023: $528,0302023Revenue 2024: $399,129Expenses 2024: $286,283Net Income 2024: $112,8462024

Highlighted filing

2021

Revenue$2,013,136
Expenses$109,101
Net Income$1,904,035
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$2,013,136
Mission and Program Overview

Mission

The south haven community foundation is dedicated to promoting and enriching the quality of life for all residents, full-time and part-time, in the greater south haven area by honoring its heritage, nuturing its present and endowing its future.

The greater south haven area community foundation is dedicated to enriching the quality of life in the area by securing its future through endowments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,696,681$4,001,618▲ $2,304,937
Cash and Non-Interest-Bearing Accounts$35,739$12,498▼ $23,241
Total Assets$1,732,420$4,014,116▲ $2,281,696
Liabilities
Grants Payable$1,600$10,200▲ $8,600
Total Liabilities$1,600$10,200▲ $8,600
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,664$4,003,916▲ $3,997,252
Net Assets With Donor Restrictions$1,724,156$0▼ $1,724,156
Total Net Assets Fund Balance$1,730,820$4,003,916▲ $2,273,096
Total Liabilities and Net Assets / Fund Balance$1,732,420$4,014,116▲ $2,281,696

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,646,878$1,846,165▲ $400,100-$3,801,974
2019$881,373$685,821▲ $107,862-$1,646,878
2018$800,104$76,888▲ $59,262-$881,373
2017$690,881$89,369▲ $57,490-$800,104
2016$583,331$62,698▲ $73,947-$690,881
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Roger BeglinPresident
Dennis DascenzoVice-president
Jim MarcouxExecutive Director
Andrew BarnesMember
Dan LiehrMember
Delores AtkinsMember
Dene HaddenMember
Janice VarneyMember
Laura HaywardMember
Mary HosleyMember
Robert StraitsMember
Suzanne LoafmanMember
Thomas PowellMember
Ida SledgeSecretary
Matthew Bo StrebeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,948,774
Program Service Revenue
$23,040
Investment Income
$40,568
Other Revenue
$754
All Other Contributions
$1,948,774
Change in Net Assets
$1,904,035

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$49,211Fair Market Value (FMV)
Total Noncash Contributions1$49,211-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,013,136
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$369,061
Total Revenue per Audited Statements
$2,382,197
Total Revenue per Form 990
$2,013,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$77,019
Other Expenses$32,082
Total Fundraising Expense$127
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,019--$77,019
Fees for Services Other-$22,403-$22,403
Fees for Services Accounting-$4,750-$4,750
Office Expenses-$1,446-$1,446
Insurance-$926-$926
Information Technology-$835-$835
Advertising--$127$127
Other Expenses-$20-$20
Total Functional Expenses$77,019$31,955$127$109,101

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$109,101
Total Expenses per Audited Statements$109,101
Total Expenses per Form 990$109,101
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of South HavenSouth Haven, MI-City of South Haven Splash Pad Grant$9,280
We Care IncSouth Haven, MI501(c)(3)Immediate Needs - Emergency Response$6,500
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The finance committee reviews the tax return prior to submission to the irs.”

Form 990, Part VI, Section B, Line 12C

“All officers and directors of the foundation are required to sign a conflict of interest statement, which is reviewed and on file. Also, any officer or director who has a relationship with any 501(c)(3) entity that submits a grant application to the foundation, is prevented from voting for that particular application.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
South Haven Community Foundation
EIN
20-3841038
Phone
2692148044
Address
PO BOX 507, SOUTH HAVEN, MI 49090-0507
Doing Business As
Greater South Haven Area Community Foundation

Signing Officer

Name
Roger Beglin
Title
President
Phone
2692148044
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Beglin
Formed
2005
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
10

Preparer

Firm
Kruggel Lawton & Company LLC
Address
526 UPTON DRIVE, ST JOSEPH, MI 49085
Preparer
Robert Alex Schaeffer
Phone
2699830131
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Fund administration: program service expenses 0. Management and general expenses 22,403. Fundraising expenses 0. Total expenses 22,403.”

Part XII, Line 2C Explanation

“The finance committee assumes responsibility for selecting an independent accountant and overseeing the assurance services provided.”

Financial Statement Notes

PART V, LINE 4:

“The south haven community foundation maintains the endowment funds to serve the greater south haven area in cultural, educational and economic development. These funds provide support to specific nonprofit organizations or programs based on the donors' wishes and subject to the foundation board's discretion and approval. Specific details of each fund are available on the website.”

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IRS990/MissionDesc0TO PROMOTE AND ENRICH THE QUALITY OF LIFE FOR ALL RESIDENTS IN THE GREATER SOUTH HAVEN AREA BY HONORING ITS HERITAGE, NURTURING ITS PRESENT, AND ENDOWING ITS FUTURE.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROGER BEGLIN
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066183
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IRS990ScheduleA/InvestmentIncomePYPct00.07250
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0400100
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IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
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IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02013136
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOUTH HAVEN COMMUNITY FOUNDATION MAINTAINS THE ENDOWMENT FUNDS TO SERVE THE GREATER SOUTH HAVEN AREA IN CULTURAL, EDUCATIONAL AND ECONOMIC DEVELOPMENT. THESE FUNDS PROVIDE SUPPORT TO SPECIFIC NONPROFIT ORGANIZATIONS OR PROGRAMS BASED ON THE DONORS' WISHES AND SUBJECT TO THE FOUNDATION BOARD'S DISCRETION AND APPROVAL. SPECIFIC DETAILS OF EACH FUND ARE AVAILABLE ON THE WEBSITE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0109101

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,014,116
Liabilities
$10,200
Net assets
$4,003,916
Revenue
$2,013,136
Expenses
$109,101
Net income
$1,904,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.17$6.44$0.40$0.29$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$0.18$5.84$0.59$0.06$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.03$3.86$0.82$0.20$0.62
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.01$4.00$2.01$0.11$1.90
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.83$0.12$0.71
2019Summary only. Only limited summary data is available for this year.$1.00$0.02$0.98$0.19$0.06$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.16$0.04$0.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.70$0.09$0.05$0.04
2016Summary only. Only limited summary data is available for this year.$0.62$0.00$0.61$0.02$0.02$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.01$0.60$0.08$0.03$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.11$0.03$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.17$0.03$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.02