Civic Intelligence

Catholic Community Foundation of MID Michigan

990 • Fiscal year 2023 • EIN 20-4595721

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 03, 2024

Organization ProfileWWW.CCFMM.ORG
5800 Weiss StreetSaginaw, MI 48603

(989) 303-9200

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

20th percentile

$143,593

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

92%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$38,508,340

Up $4,796,308 (+14%) from 2022

Net Assets

Up

$38,422,945

Up $4,785,591 (+14%) from 2022

Liabilities

Up

$85,395

Up $10,717 (+14%) from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin89th percentile

Revenue

Up

$3,491,042

Up $1,669,694 (+92%) from 2022

Expenses

Down

$1,897,335

Down $584,786 (-24%) from 2022

Net Income

Up

$1,593,707

Up $2,254,480 (+341%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$60M$40M$20M$0Assets 2011: $18,290,639Liabilities 2011: $862,119Net Assets 2011: $17,428,5202011Assets 2012: $20,583,997Liabilities 2012: $1,071,283Net Assets 2012: $19,512,7142012Assets 2013: $24,023,866Liabilities 2013: $883,201Net Assets 2013: $23,140,6652013Assets 2014: $24,910,180Liabilities 2014: $641,760Net Assets 2014: $24,268,4202014Assets 2015: $24,489,056Liabilities 2015: $930,912Net Assets 2015: $23,558,1442015Assets 2016: $26,013,236Liabilities 2016: $874,567Net Assets 2016: $25,138,6692016Assets 2017: $29,103,675Liabilities 2017: $721,519Net Assets 2017: $28,382,1562017Assets 2018: $27,260,209Liabilities 2018: $503,791Net Assets 2018: $26,756,4182018Assets 2019: $32,124,500Liabilities 2019: $297,176Net Assets 2019: $31,827,3242019Assets 2020: $36,759,430Liabilities 2020: $439,466Net Assets 2020: $36,319,9642020Assets 2021: $39,952,577Liabilities 2021: $74,373Net Assets 2021: $39,878,2042021Assets 2022: $33,712,032Liabilities 2022: $74,678Net Assets 2022: $33,637,3542022Assets 2023: $38,508,340Liabilities 2023: $85,395Net Assets 2023: $38,422,9452023Assets 2024: $41,813,670Liabilities 2024: $82,464Net Assets 2024: $41,731,2062024

Highlighted filing

2023

Assets$38,508,340
Liabilities$85,395
Net Assets$38,422,945
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,897,656Expenses 2011: $2,822,079Net Income 2011: $1,075,5772011Revenue 2012: $2,034,741Expenses 2012: $1,210,350Net Income 2012: $824,3912012Revenue 2013: $3,209,459Expenses 2013: $1,288,840Net Income 2013: $1,920,6192013Revenue 2014: $2,071,268Expenses 2014: $1,504,679Net Income 2014: $566,5892014Revenue 2015: $1,884,104Expenses 2015: $1,203,316Net Income 2015: $680,7882015Revenue 2016: $2,513,694Expenses 2016: $1,367,526Net Income 2016: $1,146,1682016Revenue 2017: $2,001,300Expenses 2017: $1,484,070Net Income 2017: $517,2302017Revenue 2018: $2,250,066Expenses 2018: $1,326,239Net Income 2018: $923,8272018Revenue 2019: $2,698,707Expenses 2019: $1,431,778Net Income 2019: $1,266,9292019Revenue 2020: $3,943,833Expenses 2020: $1,415,838Net Income 2020: $2,527,9952020Revenue 2021: $3,035,436Expenses 2021: $2,526,864Net Income 2021: $508,5722021Revenue 2022: $1,821,348Expenses 2022: $2,482,121Net Income 2022: -$660,7732022Revenue 2023: $3,491,042Expenses 2023: $1,897,335Net Income 2023: $1,593,7072023Revenue 2024: $4,396,603Expenses 2024: $2,153,006Net Income 2024: $2,243,5972024

Highlighted filing

2023

Revenue$3,491,042
Expenses$1,897,335
Net Income$1,593,707
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 3, 2024
Return Version
2023v5.0
Gross Receipts
$3,491,042
Mission and Program Overview

Mission

To receive and administer funds and to operate exclusively for charitable, religious, and educational purposes for the benefit of the roman catholic diocese of saginaw, michigan and the people it serves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,486,312$37,792,564▲ $4,306,252
Cash and Non-Interest-Bearing Accounts$75,053$705,489▲ $630,436
Pledges and Grants Receivable$150,667$7,187▼ $143,480
Prepaid Expenses and Deferred Charges-$3,100-
Total Assets$33,712,032$38,508,340▲ $4,796,308
Liabilities
Accounts Payable and Accrued Expenses$53,468$61,801▲ $8,333
Other Liabilities$21,210$23,594▲ $2,384
Total Liabilities$74,678$85,395▲ $10,717
Net Assets / Fund Balance
Net Assets With Donor Restrictions$33,461,236$37,895,743▲ $4,434,507
Net Assets Without Donor Restrictions$176,118$527,202▲ $351,084
Total Net Assets Fund Balance$33,637,354$38,422,945▲ $4,785,591
Total Liabilities and Net Assets / Fund Balance$33,712,032$38,508,340▲ $4,796,308

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$33,348,976$1,804,153▲ $4,826,377$192,230$37,895,743
2022$39,640,657$1,084,684▼ $4,795,699$945,698$33,348,976
2021$36,177,217$779,637▲ $5,294,054-$39,640,657
2020$31,745,261$2,374,234▲ $3,497,275-$36,177,217
2019$26,806,905$1,161,929▲ $5,305,446-$31,745,261
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin SmithExecutive DiFT$115,776$27,817$143,593

Board Members and Trustees

NameTitle
Maureen BeckerPresident
Bridget StaffilenoTrustee
Deacon Gary PatelskiTrustee
Deacon Rick WarnerTrustee
Dennis DayTrustee
Hector MalacaraTrustee
Robert WarnerTrustee
Ruth BukoTrustee
Steve WilkowskiTrustee
Bishop Robert GrussEx-officio T
Rev William RutkowskiLiaison to B
Joseph DaySecretary
Robert SasielaTreasurer
Robert MillerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,835,818
Program Service Revenue
$0
Investment Income
$1,655,224
Other Revenue
$0
All Other Contributions
$1,835,818
Change in Net Assets
$1,593,707

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,403,499
Revenue Not Reported on Financial Statements
$87,543
Revenue Not Reported on Form 990
$3,279,427
Total Revenue per Audited Statements
$6,682,926
Total Revenue per Form 990
$3,491,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,499,590
Salaries, Compensation, and Employee Benefits$209,034
Other Expenses$188,711
Total Fundraising Expense$112,721
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,405,777--$1,405,777
Current Officers, Directors, Trustees, and Key Employees$30,720$38,404$46,652$115,776
Grants to Domestic Individuals$93,813--$93,813
Advertising$24,888$12,014$14,594$51,496
Other Salaries and Wages$48,838--$48,838
Information Technology$16,661$8,042$9,769$34,472
Occupancy$9,182$4,433$5,385$19,000
Other Employee Benefits$8,562$4,133$5,020$17,715
Pension Plan Contributions$7,010$3,384$4,112$14,506
Office Expenses$6,328$3,055$3,711$13,094
Payroll Taxes$5,896$2,846$3,457$12,199
Insurance$3,536$1,707$2,074$7,317
Other Expenses$905$437$529$1,871
Conferences and Meetings$599$289$351$1,239
All Other Expenses$568$274$333$1,175
Total Functional Expenses$1,691,820$92,794$112,721$1,897,335

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,897,335
Total Expenses per Audited Statements$1,897,335
Total Expenses per Form 990$1,897,335
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Gerard SocietySaginaw, MI501c3Religious Education$276,364
Catholic Diocese of SaginawSaginaw, MI501c3Diocesan Programs$267,447
Bay Area Catholic SchoolsBay City, MI501c3School Operation$120,015
Nouvel Catholic Central ElemtarySaginaw, MI501c3School Operation$70,659
Sacred Hearth ParishGladwin, MI501c3Religious Education$59,218
Nouvel Catholic Central High SchoolSaginaw, MI501c3School Operation$45,104
Holy Trinity ParishPinconning, MI501c3Religious Education$42,803
Ave Maria ParishLexington, MI501c3Religious Education$41,261
St Dominic ParishSaginaw, MI501c3Religious Education$39,342
St Mary SchoolAlma, MI501c3School Operation$36,573
Auburn Area Catholic SchoolAuburn Hills, MI501c3School Operation$34,330
Our Lady of Czestochowa ParishBay City, MI501c3Religious Education$31,395
Our Lady of Lake Huron SchoolHarbor Beach, MI501c3School Operation$27,705
St Elizabeth Catholic SchoolReese, MI501c3School Operation$27,606
St Michael SchoolPinconning, MI501c3School Operation$22,176
All Saints ParishBay City, MI501c3Religious Education$17,994
St Joseph the Worker SchoolMt Pleasant, MI501c3School Operation$16,331
Assumption Blessed Virgin Mary PariMidland, MI501c3Religious Education$16,000
Our Lady of Peace ParishBay City, MI501c3Religious Education$15,359
Saginaw Area Catholic SchoolsSaginaw, MI501c3School Operation$15,000
St Brigid SchoolMidland, MI501c3School Operation$13,656
St Mary University ParishMt Pleasant, MI501c3Religious Education$10,213
East Side Soup KitchenSaginaw, MI501c3Diocesan Programs$10,000
Christ the Good Shepherd ParishSaginaw, MI501c3Religious Education$9,616
Cathedral of Mary of the AssumptionSaginaw, MI501c3Religious Education$9,038
St John Paul Ii ParishSaginaw, MI501c3Religious Education$7,462
Blessed Sacrament ParishMidland, MI501c3Religious Education$7,126
St Brigid ParishMidland, MI501c3Religious Education$6,407
St Francis HomeSaginaw, MI501c3Diocesan Programs$6,114
Our Lady of Grace ParishSanford, MI501c3Religious Education$5,042
IT'S ALL ABOUT THE CROSS MINISTRIESSaginaw, MI501c3Religious Education$5,013
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
Annuity Obligations$23,594
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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

“The controller and executive director reviews the 990 in detail. Prior to the 990 being filed, the finance committee and board of directors will review and approve the 990.”

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

“Compliance with the conflict of interest policy was consistently monitored and enforced by management ensuring proper business proactices were being followed.”

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

“The board of directors fills out a survey annually to review the executive director's performance. Survey results are compiled and reviewed by the executive committee and the governance chair, who then provides a recommendation for the executive director's salary to be approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Catholic Community Foundation of
EIN
20-4595721
Phone
9893039200
Address
5800 WEISS STREET, SAGINAW, MI 48603

Signing Officer

Name
Kristin Smith
Title
Executive Director
Phone
9893039200
Signed
2024-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Smith
Formed
2006
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
30

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
5915 EASTMAN AVE STE 100, MIDLAND, MI 48640-6824
Preparer
Kellie M Bos
Phone
9898357721
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To financially assist those in need.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment funds are used to fulfill the foundation's mission to receive and administer funds and to operate exclusively for charitable, religious, and educational purposes for the benefit of the roman catholic diocese of saginaw, michigan and the people it serves.”

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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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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,508,340
Liabilities
$85,395
Net assets
$38,422,945
Revenue
$3,491,042
Expenses
$1,897,335
Net income
$1,593,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.8$0.08$41.7$4.40$2.15$2.24
2023Detailed filing. Detailed filing data is available for this year.$38.5$0.09$38.4$3.49$1.90$1.59
2022Detailed filing. Detailed filing data is available for this year.$33.7$0.07$33.6$1.82$2.48$0.66
2021Detailed filing. Detailed filing data is available for this year.$40.0$0.07$39.9$3.04$2.53$0.51
2020Detailed filing. Detailed filing data is available for this year.$36.8$0.44$36.3$3.94$1.42$2.53
2019Detailed filing. Detailed filing data is available for this year.$32.1$0.30$31.8$2.70$1.43$1.27
2018Detailed filing. Detailed filing data is available for this year.$27.3$0.50$26.8$2.25$1.33$0.92
2017Detailed filing. Detailed filing data is available for this year.$29.1$0.72$28.4$2.00$1.48$0.52
2016Summary only. Only limited summary data is available for this year.$26.0$0.87$25.1$2.51$1.37$1.15
2015Summary only. Only limited summary data is available for this year.$24.5$0.93$23.6$1.88$1.20$0.68
2014Summary only. Only limited summary data is available for this year.$24.9$0.64$24.3$2.07$1.50$0.57
2013Summary only. Only limited summary data is available for this year.$24.0$0.88$23.1$3.21$1.29$1.92
2012Summary only. Only limited summary data is available for this year.$20.6$1.07$19.5$2.03$1.21$0.82
2011Summary only. Only limited summary data is available for this year.$18.3$0.86$17.4$3.90$2.82$1.08