Civic Intelligence

Marshall Community Foundation

990 • Fiscal year 2023 • EIN 23-7011281

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 15, 2024

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

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.05x

Higher debt load relative to revenue than 17% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

9.7%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$19,951,747

Up $2,861,622 (+17%) from 2022

Net Assets

Up

$19,856,673

Up $2,769,048 (+16%) from 2022

Liabilities

Up

$95,074

Up $92,574 (+3703%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

Up

$2,008,589

Up $177,159 (+9.7%) from 2022

Expenses

Up

$1,175,125

Up $133,935 (+13%) from 2022

Net Income

Up

$833,464

Up $43,224 (+5.5%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$19,951,747
Liabilities$95,074
Net Assets$19,856,673
Open 2023 Filing

Operations Trend

Revenue Growth58th 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

2023

Revenue$2,008,589
Expenses$1,175,125
Net Income$833,464
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Gross Receipts
$2,008,589
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 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$16,351,787$19,095,466▲ $2,743,679
Savings and Temporary Cash Investments$693,918$856,281▲ $162,363
Cash and Non-Interest-Bearing Accounts$44,420--
Total Assets$17,090,125$19,951,747▲ $2,861,622
Liabilities
Other Liabilities$2,500$85,174▲ $82,674
Accounts Payable and Accrued Expenses-$9,900-
Total Liabilities$2,500$95,074▲ $92,574
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,161,530$17,694,735▲ $2,533,205
Net Assets With Donor Restrictions$1,926,095$2,161,938▲ $235,843
Total Net Assets Fund Balance$17,087,625$19,856,673▲ $2,769,048
Total Liabilities and Net Assets / Fund Balance$17,090,125$19,951,747▲ $2,861,622

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$31,418$31,418
Other Securities$19,095,466--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$12,221,343$982,982▲ $1,979,439-$14,314,831
2021$14,684,163$486,350▼ $2,471,212-$12,221,343
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Marguerite DavenportPresident
Andrew KarrBoard Member
Jack ReedBoard Member
Kate StewartBoard Member
Lori Watson-gardnerBoard Member
Matt SiebertBoard Member
Patty WilliamsBoard Member
Wendee WoodsBoard Member
Sandra DobbinsSecretary
Frank E BoleyTreasurer
Jay LarsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,010,602
Program Service Revenue
$0
Investment Income
$691,528
Other Revenue
$306,459
All Other Contributions
$1,009,749
Change in Net Assets
$833,464

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,008,589
Total Revenue per Audited Statements
$2,008,589
Total Revenue per Form 990
$2,008,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$811,946
Other Expenses$188,539
Salaries, Compensation, and Employee Benefits$174,640
Total Fundraising Expense$167,477
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$588,511--$588,511
Grants to Domestic Individuals$223,435--$223,435
Other Salaries and Wages$85,068$37,808$34,657$157,533
Fees for Services Other$17,261$1,860$104,149$123,270
Fees for Services Legal-$23,140-$23,140
Advertising--$17,497$17,497
Payroll Taxes$6,634$2,949$2,703$12,286
Information Technology-$3,391$3,391$6,782
Conferences and Meetings$3,087$1,373$1,258$5,718
Office Expenses$2,924$1,299$1,192$5,415
Pension Plan Contributions$2,409$1,114$1,119$4,642
Insurance$2,007$892$818$3,717
Occupancy$1,611$735$654$3,000
Other Employee Benefits$96$44$39$179
Total Functional Expenses$933,043$74,605$167,477$1,175,125

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,175,125
Total Expenses per Audited Statements$1,175,125
Total Expenses per Form 990$1,175,125
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached Schedule--Assist With College$588,511
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 BoleyTreasurer-No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held for Others (agency)$85,174
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Page 6, Part VI, Line 2

“Boley viland and co boley viland and co treasurer treasurer owner”

Form 990, Page 6, Part VI, Line 11B

“Copy is given to all board members and they approve the 990”

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

“Review the salaries at meetings and vote on compensation”

Form 990, Page 6, Part VI, Line 19

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

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
Frank E Boley
Title
Treasurer
Phone
2697812273
Signed
2024-02-15

Organization Details

Principal Officer
Marguerite Davenport
Formed
1968
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
4

Preparer

Firm
Boley Viland & Co
Address
1200 W MICHIGAN AVE 1, MARSHALL, MI 49068-1152
Preparer
Heather R Viland Ea
Phone
2697891099
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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

“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.”

Form 990, Part IX, Line 11G

“Utilities 1,630 725 664 telephone 1,604 713 654 supplies 949 422 386 special projects 4,098 0 102,445 yackers operations 515 0 0 dues & membership 565 0 0 unallocated payments to state 7,900 0 0 total 17,261 1,860 104,149”

Raw XML AppendixShowing 400 of 441 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/OtherRevenueMiscGrp/TotalRevenueColumnAmt0306459
IRS990/OtherRevenueTotalAmt0306459
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt034657
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037808
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt085068
IRS990/OtherSalariesAndWagesGrp/TotalAmt0157533
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02703
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02949
IRS990/PayrollTaxesGrp/ProgramServicesAmt06634
IRS990/PayrollTaxesGrp/TotalAmt012286
IRS990/PensionPlanContributionsGrp/FundraisingAmt01119
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01114
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02409
IRS990/PensionPlanContributionsGrp/TotalAmt04642
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARGUERITE DAVENPORT
IRS990/PriorPeriodAdjustmentsAmt0-71743
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0933043
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0811946
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0528690
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0700149
IRS990/PYInvestmentIncomeAmt01108025
IRS990/PYOtherExpensesAmt0170659
IRS990/PYOtherRevenueAmt0194715
IRS990/PYRevenuesLessExpensesAmt0790240
IRS990/PYSalariesCompEmpBnftPaidAmt0170382
IRS990/PYTotalExpensesAmt01041190
IRS990/PYTotalRevenueAmt01831430
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0833464
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0853
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0693918
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0856281
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01010602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0528690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02810439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0564948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0928611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05843290
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0691528
IRS990ScheduleA/PublicSupportCY170Pct00.95030
IRS990ScheduleA/PublicSupportTotal170Amt05843290
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01010602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0528690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02810439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0564948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0928611
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05843290
IRS990ScheduleA/TotalSupportAmt06148749
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0305459
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0305459
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012221343
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0982982
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014314831
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0868933
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01979439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014684163
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0486350
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012221343
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0477958
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2471212
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010258250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02564612
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014684163
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0467134
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02328435
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010269031
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0265766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010258250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0574351
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0297804
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09356894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0776744
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010269031
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0580320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0715713
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt05335
IRS990ScheduleD/DonorAdvisedFundsHeldCnt011
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt02533024
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01175125
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031418
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt085174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD FOR OTHERS (AGENCY)
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt019095466
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueSubtotalAmt02008589
IRS990ScheduleD/TotalBookValueSecuritiesAmt019095466
IRS990ScheduleD/TotalExpensesPerForm990Amt01175125
IRS990ScheduleD/TotalLiabilityAmt085174
IRS990ScheduleD/TotalRevenuePerForm990Amt02008589
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02008589
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01175125
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0223435
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/CashGrantAmt0588511
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST WITH COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE MAILED DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0FRANK BOLEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TREASURER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOLEY VILAND AND CO BOLEY VILAND AND CO TREASURER TREASURER OWNER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPY IS GIVEN TO ALL BOARD MEMBERS AND THEY APPROVE THE 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WE MONITOR OUR CONFLICT OF INTEREST POLICY AT EVERY MEETING. WHEN THERE IS A CONFLICT, BOARD AND COMMITTEE MEMBERS ABSTAIN FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEW THE SALARIES AT MEETINGS AND VOTE ON COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990 AVAILABLE UPON REQUEST. THE ANNUAL REPORT CAN BE VIEWED ON OUR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UTILITIES 1,630 725 664 TELEPHONE 1,604 713 654 SUPPLIES 949 422 386 SPECIAL PROJECTS 4,098 0 102,445 YACKERS OPERATIONS 515 0 0 DUES & MEMBERSHIP 565 0 0 UNALLOCATED PAYMENTS TO STATE 7,900 0 0 TOTAL 17,261 1,860 104,149
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt017090125
IRS990/TotalAssetsEOYAmt019951747
IRS990/TotalAssetsGrp/BOYAmt017090125
IRS990/TotalAssetsGrp/EOYAmt019951747
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01010602
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0167477
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt074605
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0933043
IRS990/TotalFunctionalExpensesGrp/TotalAmt01175125
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02500
IRS990/TotalLiabilitiesEOYAmt095074
IRS990/TotalLiabilitiesGrp/BOYAmt02500
IRS990/TotalLiabilitiesGrp/EOYAmt095074
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017087625
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019856673
IRS990/TotalOtherProgSrvcExpenseAmt0933043
IRS990/TotalOtherProgSrvcGrantAmt0811946
IRS990/TotalProgramServiceExpensesAmt0933043
IRS990/TotalRevenueGrp/ExclusionAmt0306459
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0691528
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02008589
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017090125
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019951747

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$19,951,747
Liabilities
$95,074
Net assets
$19,856,673
Revenue
$2,008,589
Expenses
$1,175,125
Net income
$833,464
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
2023Detailed filing. Detailed filing data is available for this year.$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