Civic Intelligence

Marshall Community Foundation

990 • Fiscal year 2021 • EIN 23-7011281

Oct 01, 2020 to Sep 30, 2021 • Filed on Jun 29, 2022

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

11th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

85th percentile

35%

Faster asset growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

530%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$20,852,807

Up $5,397,815 (+35%) from 2020

Net Assets

Up

$20,788,880

Up $5,356,070 (+35%) from 2020

Liabilities

Up

$63,927

Up $41,745 (+188%) from 2020

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin96th percentile

Revenue

Up

$6,309,360

Up $5,308,034 (+530%) from 2020

Expenses

Down

$953,290

Down $137,727 (-13%) from 2020

Net Income

Up

$5,356,070

Up $5,445,761 (+6072%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2021

Assets$20,852,807
Liabilities$63,927
Net Assets$20,788,880
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$6,309,360
Expenses$953,290
Net Income$5,356,070
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jun 29, 2022
Return Version
2020v4.2
Gross Receipts
$6,309,360
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$14,876,962$19,911,439▲ $5,034,477
Savings and Temporary Cash Investments$507,955$916,646▲ $408,691
Cash and Non-Interest-Bearing Accounts$67,526$24,722▼ $42,804
Land, Buildings, and Equipment, Net$2,549$0▼ $2,549
Total Assets$15,454,992$20,852,807▲ $5,397,815
Liabilities
Accounts Payable and Accrued Expenses-$63,927-
Other Liabilities$22,182$0▼ $22,182
Total Liabilities$22,182$63,927▲ $41,745
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,427,351$18,409,694▲ $4,982,343
Net Assets With Donor Restrictions$2,005,459$2,379,186▲ $373,727
Total Net Assets Fund Balance$15,432,810$20,788,880▲ $5,356,070
Total Liabilities and Net Assets / Fund Balance$15,454,992$20,852,807▲ $5,397,815

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$64,157$64,157
Other Securities$19,911,439--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$10,258,250$2,564,612▲ $2,328,435-$14,684,163
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Wendee WoodsPresident
Randy DavisVice President
Deanna AdlerBoard Member
Dr Jay LarsonBoard Member
Eric SettinariBoard Member
Heather LucianiBoard Member
Jack ReedBoard Member
Jennifer CaplisBoard Member
Marguerite DavenportBoard Member
Thomas FrankeBoard Member
Tom TarkiewiczBoard Member
Sandra DobbinsSecretary
Frank E BoleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,810,439
Program Service Revenue
$0
Investment Income
$534,724
Other Revenue
$2,964,197
All Other Contributions
$2,810,439
Change in Net Assets
$5,356,070

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,309,360
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,309,360
Total Revenue per Form 990
$6,309,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$644,638
Salaries, Compensation, and Employee Benefits$158,442
Other Expenses$150,210
Total Fundraising Expense$142,143
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$517,448--$517,448
Other Salaries and Wages$76,329$34,840$31,859$143,028
Grants to Domestic Individuals$127,190--$127,190
Fees for Services Accounting-$15,992-$15,992
Advertising--$15,645$15,645
Payroll Taxes$5,914$2,700$2,468$11,082
Office Expenses$2,777$1,268$1,158$5,203
All Other Expenses$3,107$996$910$5,013
Pension Plan Contributions$2,216$1,012$925$4,153
Insurance$1,881$859$785$3,525
Occupancy$1,601$731$668$3,000
Depreciation Depletion$1,360$621$568$2,549
Other Expenses$1,301$594$542$2,437
Conferences and Meetings$1,028$470$429$1,927
Fees for Services Legal-$1,750-$1,750
Other Employee Benefits$95$44$40$179
Total Functional Expenses$747,470$63,677$142,143$953,290

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$953,290
Total Expenses per Audited Statements$953,290
Total Expenses per Form 990$953,290
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
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$103,850
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing for Walters Dimmick$103,850$103,850-$103,850
Total Events$103,850$103,850-$103,850
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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 A, Line 2

“Frank boley is the treasurer for the foundation”

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

“Wendee woods - 17220 16 mile road, marshall, mi 49068. Randy davis - 100 east green street, marshall, mi 49068. Sandra dobbins - 19400 d drive south, marshall, mi 49068. Frank e. Boley - 53 friendship lane, marshall, mi 49068. Deanna adler - 58 country hills, marshall, mi 49068. Jennifer caplis - 122 eastman court, marshall, mi 49068. Heather luciani - 16030 emily corlett, marshall, mi 49068. Marguerite davenport - 13421 l drive north, battle creek, mi 49014. Thomas franke - 410 n eagle street, 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. Eric settinari - 12375 e drive south, 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
Wendee Woods
Title
President
Phone
2697812273
Signed
2022-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendee Woods
Formed
1968
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
13
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 513 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/LandBldgEquipBasisNetGrp/BOYAmt02549
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt064157
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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
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IRS990/NetAssetsOrFundBalancesEOYAmt020788880
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0103850
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt0103850
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013427351
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018409694
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0668
IRS990/OccupancyGrp/ManagementAndGeneralAmt0731
IRS990/OccupancyGrp/ProgramServicesAmt01601
IRS990/OccupancyGrp/TotalAmt03000
IRS990/OfficeExpensesGrp/FundraisingAmt01158
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01268
IRS990/OfficeExpensesGrp/ProgramServicesAmt02777
IRS990/OfficeExpensesGrp/TotalAmt05203
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt040
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt095
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0179
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc1UNALLOCATED PAYMENTS
IRS990/OtherExpensesGrp/Desc2SOFTWARE PLATFORM
IRS990/OtherExpensesGrp/Desc3UTILITES
IRS990/OtherExpensesGrp/FundraisingAmt084346
IRS990/OtherExpensesGrp/FundraisingAmt11800
IRS990/OtherExpensesGrp/FundraisingAmt2542
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1594
IRS990/OtherExpensesGrp/ProgramServicesAmt01423
IRS990/OtherExpensesGrp/ProgramServicesAmt13800
IRS990/OtherExpensesGrp/ProgramServicesAmt21301
IRS990/OtherExpensesGrp/TotalAmt085769
IRS990/OtherExpensesGrp/TotalAmt13800
IRS990/OtherExpensesGrp/TotalAmt23600
IRS990/OtherExpensesGrp/TotalAmt32437
IRS990/OtherLiabilitiesGrp/BOYAmt022182
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900000
IRS990/OtherRevenueMiscGrp/Desc0NET INVESTMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02860347
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02860347
IRS990/OtherRevenueTotalAmt02860347
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt031859
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034840
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt076329
IRS990/OtherSalariesAndWagesGrp/TotalAmt0143028
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02468
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02700
IRS990/PayrollTaxesGrp/ProgramServicesAmt05914
IRS990/PayrollTaxesGrp/TotalAmt011082
IRS990/PensionPlanContributionsGrp/FundraisingAmt0925
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01012
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02216
IRS990/PensionPlanContributionsGrp/TotalAmt04153
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WENDEE WOODS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0564948
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0892693
IRS990/PYInvestmentIncomeAmt0532256
IRS990/PYOtherExpensesAmt086289
IRS990/PYOtherRevenueAmt0-95878
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-89691
IRS990/PYSalariesCompEmpBnftPaidAmt0112035
IRS990/PYTotalExpensesAmt01091017
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01001326
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt05356070
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0507955
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0916646
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02810439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0564948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0928611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0524229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0578240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05406467
IRS990ScheduleA/PublicSupportCY170Pct00.51940
IRS990ScheduleA/PublicSupportPY170Pct00.90010
IRS990ScheduleA/PublicSupportTotal170Amt02808257
IRS990ScheduleA/SubstantialContributorsTotAmt02598210
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02810439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0564948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0928611
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0524229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0578240
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05406467
IRS990ScheduleA/TotalSupportAmt05406467
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/CYEndwmtFundGrp/BeginningYearBalanceAmt010258250
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02564612
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014684163
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0467134
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02328435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010269031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0265766
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010258250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0574351
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0297804
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09356894
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0776744
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010269031
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0580320
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0715713
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08877989
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0304012
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09356894
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0550986
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725879
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08040681
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0381113
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08877989
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0455480
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0911675
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt06933
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0119820
IRS990ScheduleD/DonorAdvisedFundsHeldCnt011
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt02150580
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0953290
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt064157
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064157
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt019911439
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SEE ATTACHED DETAIL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06309360
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt019911439
IRS990ScheduleD/TotalExpensesPerForm990Amt0953290
IRS990ScheduleD/TotalRevenuePerForm990Amt06309360
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06309360
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0953290
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING FOR WALTERS DIMMICK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0103850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0103850

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$20,852,807
Liabilities
$63,927
Net assets
$20,788,880
Revenue
$6,309,360
Expenses
$953,290
Net income
$5,356,070
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits