Civic Intelligence

Marshall Community Foundation

990 • Fiscal year 2020 • EIN 23-7011281

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 12, 2021

Organization ProfileWWW.MARSHALLCF.ORG
614 Homer RoadMarshall, MI 49068

(269) 781-2273

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.02x

Higher debt load relative to revenue than 11% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

20th percentile

-9.0%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

17th percentile

$67,200

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

25th percentile

-0.4%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$15,454,992

Down $67,509 (-0.4%) from 2019

Net Assets

Down

$15,432,810

Down $89,691 (-0.6%) from 2019

Liabilities

Up

$22,182

Up $22,182 from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin20th percentile

Revenue

Down

$1,001,326

Down $982,121 (-50%) from 2019

Expenses

Up

$1,091,017

Up $132,399 (+14%) from 2019

Net Income

Down

-$89,691

Down $1,114,520 (-109%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$30M$20M$10M$0Assets 2012: $10,567,997Liabilities 2012: $0Net Assets 2012: $10,567,9972012Assets 2013: $11,745,464Liabilities 2013: $0Net Assets 2013: $11,745,4642013Assets 2014: $12,585,520Liabilities 2014: $0Net Assets 2014: $12,585,5202014Assets 2015: $11,839,189Liabilities 2015: $0Net Assets 2015: $11,839,1892015Assets 2016: $12,816,101Liabilities 2016: $0Net Assets 2016: $12,816,1012016Assets 2017: $13,904,399Liabilities 2017: $0Net Assets 2017: $13,904,3992017Assets 2018: $14,502,571Liabilities 2018: $4,899Net Assets 2018: $14,497,6722018Assets 2019: $15,522,501Liabilities 2019: $0Net Assets 2019: $15,522,5012019Assets 2020: $15,454,992Liabilities 2020: $22,182Net Assets 2020: $15,432,8102020Assets 2021: $20,852,807Liabilities 2021: $63,927Net Assets 2021: $20,788,8802021Assets 2022: $17,090,125Liabilities 2022: $2,500Net Assets 2022: $17,087,6252022Assets 2023: $19,951,747Liabilities 2023: $95,074Net Assets 2023: $19,856,6732023Assets 2024: $24,113,738Liabilities 2024: $109,044Net Assets 2024: $24,004,6942024

Highlighted filing

2020

Assets$15,454,992
Liabilities$22,182
Net Assets$15,432,810
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $810,5032012Expenses 2013: $890,2982013Revenue 2014: $1,675,986Expenses 2014: $835,930Net Income 2014: $840,0562014Revenue 2015: $228,497Expenses 2015: $974,828Net Income 2015: -$746,3312015Revenue 2016: $1,946,137Expenses 2016: $969,225Net Income 2016: $976,9122016Revenue 2017: $1,957,644Expenses 2017: $869,346Net Income 2017: $1,088,2982017Revenue 2018: $1,623,759Expenses 2018: $1,030,487Net Income 2018: $593,2722018Revenue 2019: $1,983,447Expenses 2019: $958,618Net Income 2019: $1,024,8292019Revenue 2020: $1,001,326Expenses 2020: $1,091,017Net Income 2020: -$89,6912020Revenue 2021: $6,309,360Expenses 2021: $953,290Net Income 2021: $5,356,0702021Revenue 2022: $1,831,430Expenses 2022: $1,041,190Net Income 2022: $790,2402022Revenue 2023: $2,008,589Expenses 2023: $1,175,125Net Income 2023: $833,4642023Revenue 2024: $1,874,791Expenses 2024: $1,399,809Net Income 2024: $474,9822024

Highlighted filing

2020

Revenue$1,001,326
Expenses$1,091,017
Net Income-$89,691
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.2
Gross Receipts
$1,001,326
Mission and Program Overview

Mission

To help make the marshall area an even better place to live, work, and raise a family by attracting endowed funds from a wide range of donors, serving as a conduit for special projects, and distributing grants in support of innovative programs... Mindful to carry out the intention of the donors.

To manage community endowment funds and to distribute grants from the earnings of the endowment funds for various community projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$14,881,427$14,876,962▼ $4,465
Savings and Temporary Cash Investments$458,913$507,955▲ $49,042
Cash and Non-Interest-Bearing Accounts$177,064$67,526▼ $109,538
Land, Buildings, and Equipment, Net$5,097$2,549▼ $2,548
Total Assets$15,522,501$15,454,992▼ $67,509
Liabilities
Other Liabilities$0$22,182▲ $22,182
Total Liabilities$0$22,182▲ $22,182
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,510,142$13,427,351▼ $82,791
Net Assets With Donor Restrictions$2,012,359$2,005,459▼ $6,900
Total Net Assets Fund Balance$15,522,501$15,432,810▼ $89,691
Total Liabilities and Net Assets / Fund Balance$15,522,501$15,454,992▼ $67,509

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,549$61,608$64,157
Other Securities$14,876,962--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$10,269,031$265,766▲ $297,804-$10,258,250
2018$9,356,894$776,744▲ $715,713-$10,269,031
2017$8,877,989$304,012▲ $725,879-$9,356,894
2016$8,040,681$381,113▲ $911,675-$8,877,989
2015$7,543,981$90,799▲ $892,523-$8,040,681
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shannon TiernanExec DirectorFT$67,200$67,200

Board Members and Trustees

NameTitle
Jennifer CaplisPresident
Wendee WoodsVice President
Dr Jay LarsonBoard Member
Dr Randy DavisBoard Member
Heather LucianiBoard Member
Jack ReedBoard Member
James a PardoeBoard Member
Sandra DobbinsBoard Member
Thomas F FrankeBoard Member
Tom TarkiewiczBoard Member
Dr Lynne HaleySecretary
Frank E BoleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$564,948
Program Service Revenue
$0
Investment Income
$532,256
Other Revenue
$-95,878
All Other Contributions
$564,948
Change in Net Assets
$-89,691

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,001,326
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,001,326
Total Revenue per Form 990
$1,001,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$892,693
Salaries, Compensation, and Employee Benefits$112,035
Other Expenses$86,289
Total Fundraising Expense$66,519
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$744,504--$744,504
Grants to Domestic Individuals$148,189--$148,189
Current Officers, Directors, Trustees, and Key Employees$51,514$23,197$26,479$101,190
Advertising--$29,626$29,626
Fees for Services Accounting-$18,120-$18,120
Office Expenses$4,998$2,250$2,569$9,817
Payroll Taxes$4,013$1,807$2,063$7,883
All Other Expenses$3,050$1,148$511$4,709
Insurance-$3,470-$3,470
Fees for Services Legal-$3,000-$3,000
Occupancy$1,527$688$785$3,000
Pension Plan Contributions$1,417$625$741$2,783
Depreciation Depletion$1,297$584$667$2,548
Other Expenses$1,147$516$590$2,253
Other Employee Benefits$91$40$48$179
Total Functional Expenses$962,992$61,506$66,519$1,091,017

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,091,017
Total Expenses per Audited Statements$1,091,017
Total Expenses per Form 990$1,091,017
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached Schedule--Assist With College Education, Help With Needed Projects, Etc.-
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Frank BoleyFrank Is the Treasurer and Also the Accountant.-No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Protection Program$22,182
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
Yes
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, Part VI, Section B, Line 11B

“Minutes are taken at every meeting. The previous meeting minutes are then aprroved at the next meeting.”

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

“We monitor our conflict of interest policy at every meeting. When there is a conflict, board and committee members abstain from voting.”

Form 990, Part VI, Section B, Line 15A

“The board does a review of the executive director every year.”

Form 990, Part VI, Section C, Line 19

“Form 990 available upon request. The annual report can be viewed on our website.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Jennifer caplis - 122 eastman, marshall, mi 49068. Wendee woods - 17220 16 mile road, marshall, mi 49068. Dr lynne haley - 15755 n drive north, marshall, mi 49068. Frank e. Boley - 53 friendship lane, marshall, mi 49068. Shannon tiernan - 614 homer road, marshall, mi 49068. Dr randy davis - 100 east green street, marshall, mi 49068. Thomas f. Franke - 410 north eagle, marshall, mi 49068. Heather luciani - 839 w green, marshall, mi 49068. James a. Pardoe - 1600 south kalamazoo, marshall, mi 49068. Sandra dobbins - 19400 d drive south, marshall, mi 49068. Dr jay larson - 337 north kalamazoo, marshall, mi 49068. Tom tarkiewicz - 506 forest court, marshall, mi 49068. Jack reed - 107 n park ave, marshall, mi 49068.”

Filing and Contact Details

Filer

Filer Name
Marshall Community Foundation
EIN
23-7011281
Phone
2697812273
Address
614 HOMER ROAD, MARSHALL, MI 49068

Signing Officer

Name
Jennifer Caplis
Title
President
Phone
2697812273
Signed
2021-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Caplis
Formed
1968
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
0

Preparer

Firm
Frank Boley & Co Pc
Address
1200 WEST MICHIGAN AVE, MARSHALL, MI 49068
Preparer
Heather Viland Ea
Phone
2697891099
Raw XML AppendixShowing 400 of 483 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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IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HELP MAKE THE MARSHALL AREA AN EVEN BETTER PLACE TO LIVE, WORK, AND RAISE A FAMILY BY ATTRACTING 98 ENDOWED FUNDS FROM A WIDE RANGE OF DONORS, SERVING AS A CONDUIT FOR SPECIAL PROJECTS, AND DISTRIBUTING GRANTS IN SUPPORT OF INNOVATIVE PROGRAMS... MINDFUL TO CARRY OUT THE INTENTION OF THE DONORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015522501
IRS990/NetAssetsOrFundBalancesEOYAmt015432810
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013510142
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013427351
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0785
IRS990/OccupancyGrp/ManagementAndGeneralAmt0688
IRS990/OccupancyGrp/ProgramServicesAmt01527
IRS990/OccupancyGrp/TotalAmt03000
IRS990/OfficeExpensesGrp/FundraisingAmt02569
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02250
IRS990/OfficeExpensesGrp/ProgramServicesAmt04998
IRS990/OfficeExpensesGrp/TotalAmt09817
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt048
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt040
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt091
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0179
IRS990/OtherExpensesGrp/Desc0UNALLOCATED PAYMENTS
IRS990/OtherExpensesGrp/Desc1SOFTWARE PLATFORM
IRS990/OtherExpensesGrp/Desc2UTILITES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt01800
IRS990/OtherExpensesGrp/FundraisingAmt1640
IRS990/OtherExpensesGrp/FundraisingAmt2590
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03700
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2561
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3516
IRS990/OtherExpensesGrp/ProgramServicesAmt01245
IRS990/OtherExpensesGrp/ProgramServicesAmt11147
IRS990/OtherExpensesGrp/TotalAmt03700
IRS990/OtherExpensesGrp/TotalAmt13600
IRS990/OtherExpensesGrp/TotalAmt22446
IRS990/OtherExpensesGrp/TotalAmt32253
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt022182
IRS990/OtherRevenueMiscGrp/BusinessCd0900000
IRS990/OtherRevenueMiscGrp/Desc0NET INVESTMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-95878
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-95878
IRS990/OtherRevenueTotalAmt0-95878
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02063
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01807
IRS990/PayrollTaxesGrp/ProgramServicesAmt04013
IRS990/PayrollTaxesGrp/TotalAmt07883
IRS990/PensionPlanContributionsGrp/FundraisingAmt0741
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0625
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01417
IRS990/PensionPlanContributionsGrp/TotalAmt02783
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER CAPLIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0928611
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0668434
IRS990/PYInvestmentIncomeAmt0744857
IRS990/PYOtherExpensesAmt0174774
IRS990/PYOtherRevenueAmt0309979
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01024829
IRS990/PYSalariesCompEmpBnftPaidAmt0115410
IRS990/PYTotalExpensesAmt0958618
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01983447
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-89691
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0458913
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0507955
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0564948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0928611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0524229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0578240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0589001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03185029
IRS990ScheduleA/PublicSupportCY170Pct00.90010
IRS990ScheduleA/PublicSupportPY170Pct00.89200
IRS990ScheduleA/PublicSupportTotal170Amt02866763
IRS990ScheduleA/SubstantialContributorsTotAmt0318266
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0564948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0928611
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0524229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0578240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0589001
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03185029
IRS990ScheduleA/TotalSupportAmt03185029
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010269031
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0265766
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010258250
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0574351
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0297804
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09356894
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0776744
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010269031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0580320
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0715713
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08877989
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0304012
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09356894
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0550986
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725879
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08040681
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0381113
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08877989
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0455480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0911675
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07543981
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt090799
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08040681
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0486622
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0892523
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt08457
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt073058
IRS990ScheduleD/DonorAdvisedFundsHeldCnt010
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01869729
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01091017
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02549
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt061608
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064157
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022182
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL PROTECTION PROGRAM
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014876962
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SEE ATTACHED DETAIL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01001326
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02549
IRS990ScheduleD/TotalBookValueSecuritiesAmt014876962
IRS990ScheduleD/TotalExpensesPerForm990Amt01091017
IRS990ScheduleD/TotalLiabilityAmt022182
IRS990ScheduleD/TotalRevenuePerForm990Amt01001326
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01001326
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01091017
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0147189
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0132
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST WITH COLLEGE EDUCATION, HELP WITH NEEDED PROJECTS, ETC.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE MAILED DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0FRANK BOLEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FRANK IS THE TREASURER AND ALSO THE ACCOUNTANT.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MINUTES ARE TAKEN AT EVERY MEETING. THE PREVIOUS MEETING MINUTES ARE THEN APRROVED AT THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE MONITOR OUR CONFLICT OF INTEREST POLICY AT EVERY MEETING. WHEN THERE IS A CONFLICT, BOARD AND COMMITTEE MEMBERS ABSTAIN FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD DOES A REVIEW OF THE EXECUTIVE DIRECTOR EVERY YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 AVAILABLE UPON REQUEST. THE ANNUAL REPORT CAN BE VIEWED ON OUR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JENNIFER CAPLIS - 122 EASTMAN, MARSHALL, MI 49068. WENDEE WOODS - 17220 16 MILE ROAD, MARSHALL, MI 49068. DR LYNNE HALEY - 15755 N DRIVE NORTH, MARSHALL, MI 49068. FRANK E. BOLEY - 53 FRIENDSHIP LANE, MARSHALL, MI 49068. SHANNON TIERNAN - 614 HOMER ROAD, MARSHALL, MI 49068. DR RANDY DAVIS - 100 EAST GREEN STREET, MARSHALL, MI 49068. THOMAS F. FRANKE - 410 NORTH EAGLE, MARSHALL, MI 49068. HEATHER LUCIANI - 839 W GREEN, MARSHALL, MI 49068. JAMES A. PARDOE - 1600 SOUTH KALAMAZOO, MARSHALL, MI 49068. SANDRA DOBBINS - 19400 D DRIVE SOUTH, MARSHALL, MI 49068. DR JAY LARSON - 337 NORTH KALAMAZOO, MARSHALL, MI 49068. TOM TARKIEWICZ - 506 FOREST COURT, MARSHALL, MI 49068. JACK REED - 107 N PARK AVE, MARSHALL, MI 49068.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,454,992
Liabilities
$22,182
Net assets
$15,432,810
Revenue
$1,001,326
Expenses
$1,091,017
Net income
-$89,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$0.11$24.0$1.87$1.40$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.10$19.9$2.01$1.18$0.83
2022Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.83$1.04$0.79
2021Detailed filing. Detailed filing data is available for this year.$20.9$0.06$20.8$6.31$0.95$5.36
2020Detailed filing. Detailed filing data is available for this year.$15.5$0.02$15.4$1.00$1.09$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.00$15.5$1.98$0.96$1.02
2018Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.62$1.03$0.59
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.96$0.87$1.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$1.95$0.97$0.98
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.23$0.97$0.75
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.68$0.84$0.84
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.00$10.6$0.81