Civic Intelligence

Local First Educational Foundation

990 • Fiscal year 2023 • EIN 20-4696543

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization ProfileWWW.LOCALFIRST.COM
111 South Division AveGrand Rapids, MI 49503

(616) 808-3788

Siviq Scores

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

Liabilities / Assets

55th percentile

0.03x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

1st percentile

-71%

Faster asset growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

30%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$61,474

Down $152,991 (-71%) from 2022

Net Assets

Down

$59,724

Down $151,901 (-72%) from 2022

Liabilities

Down

$1,750

Down $1,090 (-38%) from 2022

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin12th percentile

Revenue

Up

$506,027

Up $116,889 (+30%) from 2022

Expenses

Up

$657,928

Up $260,620 (+66%) from 2022

Net Income

Down

-$151,901

Down $143,731 (-1759%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$300K$200K$100K$0-$100KAssets 2010: $43,688Liabilities 2010: $83,707Net Assets 2010: -$40,0192010Assets 2011: $44,255Liabilities 2011: $36,246Net Assets 2011: $8,0092011Assets 2012: $38,156Liabilities 2012: $10,008Net Assets 2012: $28,1482012Assets 2013: $106,183Liabilities 2013: $6,000Net Assets 2013: $100,1832013Assets 2014: $174,750Liabilities 2014: $146,439Net Assets 2014: $28,3112014Assets 2015: $284,495Liabilities 2015: $232,837Net Assets 2015: $51,6582015Assets 2016: $99,332Liabilities 2016: $50,961Net Assets 2016: $48,3712016Assets 2017: $91,003Liabilities 2017: $0Net Assets 2017: $91,0032017Assets 2018: $98,769Liabilities 2018: $26,093Net Assets 2018: $72,6762018Assets 2019: $224,189Liabilities 2019: $1,138Net Assets 2019: $223,0512019Assets 2020: $294,675Liabilities 2020: $1,400Net Assets 2020: $293,2752020Assets 2021: $221,915Liabilities 2021: $2,120Net Assets 2021: $219,7952021Assets 2022: $214,465Liabilities 2022: $2,840Net Assets 2022: $211,6252022Assets 2023: $61,474Liabilities 2023: $1,750Net Assets 2023: $59,7242023Assets 2024: $153,020Liabilities 2024: $0Net Assets 2024: $153,0202024

Highlighted filing

2023

Assets$61,474
Liabilities$1,750
Net Assets$59,724
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.0M$500K$0-$500KRevenue 2010: $42,040Expenses 2010: $71,351Net Income 2010: -$29,3112010Revenue 2011: $195,425Expenses 2011: $147,397Net Income 2011: $48,0282011Revenue 2012: $194,844Expenses 2012: $194,975Net Income 2012: -$1312012Revenue 2013: $227,838Expenses 2013: $155,803Net Income 2013: $72,0352013Revenue 2014: $117,042Expenses 2014: $194,914Net Income 2014: -$77,8722014Revenue 2015: $298,625Expenses 2015: $275,278Net Income 2015: $23,3472015Revenue 2016: $267,965Expenses 2016: $271,252Net Income 2016: -$3,2872016Revenue 2017: $381,570Expenses 2017: $338,938Net Income 2017: $42,6322017Revenue 2018: $255,954Expenses 2018: $274,281Net Income 2018: -$18,3272018Revenue 2019: $528,507Expenses 2019: $378,132Net Income 2019: $150,3752019Revenue 2020: $421,645Expenses 2020: $351,421Net Income 2020: $70,2242020Revenue 2021: $224,548Expenses 2021: $298,028Net Income 2021: -$73,4802021Revenue 2022: $389,138Expenses 2022: $397,308Net Income 2022: -$8,1702022Revenue 2023: $506,027Expenses 2023: $657,928Net Income 2023: -$151,9012023Revenue 2024: $972,764Expenses 2024: $879,468Net Income 2024: $93,2962024

Highlighted filing

2023

Revenue$506,027
Expenses$657,928
Net Income-$151,901
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Gross Receipts
$520,487
Mission and Program Overview

Mission

To promote the development of a sustainable west michigan economy through business and consumer education.

To provide business education to local businesses

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$211,625$59,724▼ $151,901
Land, Buildings, and Equipment, Net$40,287$35,749▼ $4,538
Cash and Non-Interest-Bearing Accounts$20,831$20,725▼ $106
Accounts Receivable$2,000$5,000▲ $3,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Other Assets Total$151,347$0▼ $151,347
Total Assets$214,465$61,474▼ $152,991
Liabilities
Accounts Payable and Accrued Expenses$2,840$1,750▼ $1,090
Total Liabilities$2,840$1,750▼ $1,090
Net Assets / Fund Balance
Total Net Assets Fund Balance$211,625$59,724▼ $151,901
Total Liabilities and Net Assets / Fund Balance$214,465$61,474▼ $152,991

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,749$57,754-
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Christine LindemanBoard Chair
Seth GetzBoard Member
Alex PageSecretary
Jason WheelerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$282,487
Program Service Revenue
$238,000
Investment Income
$0
Other Revenue
$-14,460
All Other Contributions
$233,120
Change in Net Assets
$-151,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$410,055
Grants and Similar Amounts Paid$247,873
Total Fundraising Expense$85,739
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$163,107$77,111$77,111$317,329
Grants to Domestic Orgs$247,873--$247,873
Fees for Services Other$20,559$12,356-$32,915
Depreciation Depletion-$16,206-$16,206
Fees for Services Accounting-$12,241-$12,241
Occupancy-$2,377$2,377$4,754
Insurance-$2,417-$2,417
Travel$216--$216
All Other Expenses$60-$124$184
Other Expenses$3,402$154$2,715$154
Total Functional Expenses$447,117$125,072$85,739$657,928
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Local First of West MichiganGrand Rapids, MI501(c)6To Hold Comprehensive Community Outreach, Educational Workshops, and Work Toward Lessening Economic Disparities and Create and Retain Local Jobs and Resources.$247,873
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,460
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pfe Events$34,042-$14,460-
Total Events$49,367-$14,460$-14,460
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
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
Yes
Other officer compensation reviewed
Yes
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 form is prepared by our accountant and reviewed by our treasurer and president.”

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

“To ensure that the organization operates in a manner consistent with its tax-exempt purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic review shall be conducted. The periodic reviews shall, at a miniumum, include the following subjects: a. Whether compensation arrangements and benefits, if any, are reasonable, based on competent survey information and are the results of arm's-length bargaining. B. Whether partnership and joint venture arrangements and arrangements with management organizations conform to written policies, are properly recorded, reflect reasonable payments for goods and services, further the organization's tax-exempt purposes and do not result in inurement, an impermissible private benefit, or an excess benefit transaction.”

Form 990, Part VI, Section B, Line 15

“The board reviews the salary of the president periodically to determine a level of compensation that is reasonable considering the skills offered compared with others having a similar skill sets and the furtherance of the organization's mission. The presdient is a w2 employee of local first of west michigan. Local first educational foundation contracts with local first of west michigan for support.”

Form 990, Part VI, Section C, Line 18

“The 990 is available upon written request to the business office”

Form 990, Part VI, Section C, Line 19

“The conflict of interest policy and financial statements are made available upon written request to the business office.”

Filing and Contact Details

Filer

Filer Name
Local First Educational Foundation
EIN
20-4696543
Phone
6168083788
Address
111 SOUTH DIVISION AVE, GRAND RAPIDS, MI 49503

Signing Officer

Name
Carlos Martinez
Title
Executive Director
Phone
6168083788
Signed
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carlos Martinez
Formed
2006
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
15

Preparer

Firm
Vander Ploeg Bergakker & Associates
Address
4145 EMBASSY DRIVE SE, GRAND RAPIDS, MI 49546
Preparer
Steve Johnson
Phone
6169570691
Raw XML Appendix400 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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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0520487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0402131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0224742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0421645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0529770
IRS990ScheduleA/Total509Grp/TotalAmt02098775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0520487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0402131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0224742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0421645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0529770
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02098775
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt035749
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057754
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt093503
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035749
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt049367
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034042
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt015325
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014460
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PFE EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034042
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049367
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14460
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014460
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014460
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0247873
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)6
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HOLD COMPREHENSIVE COMMUNITY OUTREACH, EDUCATIONAL WORKSHOPS, AND WORK TOWARD LESSENING ECONOMIC DISPARITIES AND CREATE AND RETAIN LOCAL JOBS AND RESOURCES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOCAL FIRST OF WEST MICHIGAN
IRS990ScheduleI/RecipientTable/RecipientEIN0372042023
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0111 SOUTH DIVISION AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GRAND RAPIDS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049503
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM IS PREPARED BY OUR ACCOUNTANT AND REVIEWED BY OUR TREASURER AND PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, PERIODIC REVIEW SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIUMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS, IF ANY, ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND ARE THE RESULTS OF ARM'S-LENGTH BARGAINING. B. WHETHER PARTNERSHIP AND JOINT VENTURE ARRANGEMENTS AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER THE ORGANIZATION'S TAX-EXEMPT PURPOSES AND DO NOT RESULT IN INUREMENT, AN IMPERMISSIBLE PRIVATE BENEFIT, OR AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE SALARY OF THE PRESIDENT PERIODICALLY TO DETERMINE A LEVEL OF COMPENSATION THAT IS REASONABLE CONSIDERING THE SKILLS OFFERED COMPARED WITH OTHERS HAVING A SIMILAR SKILL SETS AND THE FURTHERANCE OF THE ORGANIZATION'S MISSION. THE PRESDIENT IS A W2 EMPLOYEE OF LOCAL FIRST OF WEST MICHIGAN. LOCAL FIRST EDUCATIONAL FOUNDATION CONTRACTS WITH LOCAL FIRST OF WEST MICHIGAN FOR SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS AVAILABLE UPON WRITTEN REQUEST TO THE BUSINESS OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0214465
IRS990/TotalAssetsEOYAmt061474
IRS990/TotalAssetsGrp/BOYAmt0214465
IRS990/TotalAssetsGrp/EOYAmt061474
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0282487
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt085739
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0125072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0447117
IRS990/TotalFunctionalExpensesGrp/TotalAmt0657928
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02840
IRS990/TotalLiabilitiesEOYAmt01750
IRS990/TotalLiabilitiesGrp/BOYAmt02840
IRS990/TotalLiabilitiesGrp/EOYAmt01750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0211625
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059724
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0447117
IRS990/TotalProgramServiceRevenueAmt0238000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-14460
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0238000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0506027
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0214465
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061474
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0216
IRS990/TravelGrp/TotalAmt0216
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 SOUTH DIVISION AVE
IRS990/USAddress/CityNm0GRAND RAPIDS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049503
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.LOCALFIRST.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLOS MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06168083788
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL FIRST EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0204696543
ReturnHeader/Filer/PhoneNum06168083788
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 SOUTH DIVISION AVE
ReturnHeader/Filer/USAddress/CityNm0GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382445537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VANDER PLOEG BERGAKKER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04145 EMBASSY DRIVE SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049546
ReturnHeader/PreparerPersonGrp/PhoneNum06169570691
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE JOHNSON
ReturnHeader/ReturnTs02024-05-10T13:00:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARLOS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTINEZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$61,474
Liabilities
$1,750
Net assets
$59,724
Revenue
$506,027
Expenses
$657,928
Net income
-$151,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$9.73$8.79$0.93
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.02$0.60$5.06$6.58$1.52
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.03$2.12$3.89$3.97$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.02$2.20$2.25$2.98$0.73
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.01$2.93$4.22$3.51$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.01$2.23$5.29$3.78$1.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.26$0.73$2.56$2.74$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$3.82$3.39$0.43
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.51$0.48$2.68$2.71$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$2.33$0.52$2.99$2.75$0.23
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$1.46$0.28$1.17$1.95$0.78
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.06$1.00$2.28$1.56$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.10$0.28$1.95$1.95$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.36$0.08$1.95$1.47$0.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.84$0.40$0.42$0.71$0.29