Liabilities / Assets
63rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Southwestern Michigan Chapter of Clu & Chfc
EIN 23-7036493 • Portage, MI
Revoked990-N Coverage
Profile
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on the latest valid filing.
Top Officer Pay
Score unavailable
No filing with officer or executive compensation is available for this organization yet.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$33,705
Down $366 (-1.1%) from 2011
Liabilities
Flat$0
Flat from 2011
Net Assets
Down$33,705
Down $366 (-1.1%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$23,957
Down $4,506 (-16%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $33,705
- Liabilities
- $0
- Net assets
- $33,705
- Revenue
- -
- Expenses
- $23,957
- Net income
- -
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2012Facts available. Structured filing facts are available, but richer extracted sections are limited. | $33.7 | $0.00 | $33.7 | $24.0 | ||
| 2011Facts available. Structured filing facts are available, but richer extracted sections are limited. | $34.1 | $0.00 | $34.1 | $28.5 | ||
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2011 to Jun 30, 2012
- Signed
- Aug 22, 2012
- Return Version
- 2011v1.2
- Gross Receipts
- $23,591
Mission and Program Overview
Major Activities
- Activity 2
- To provide networking opportunities with other credentialed professionals and community members.
Filing and Contact Details
Filer
- EIN
- 23-7036493
Raw XML Appendix330 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.
| Path | # | Value |
|---|---|---|
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| IRS990/Activity2/Description | 0 | To provide networking opportunities with other credentialed professionals and community members. |
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| IRS990/Activity2/Revenue | 0 | 17460 |
| IRS990/ActivityOrMissionDescription | 0 | To educate members, students and the community on current topics required by credentialed professionals and relevant to their clientele. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | PO Box 2136 |
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| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 490812136 |
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| IRS990/CashNonInterestBearing/EOY | 0 | 33705 |
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| IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral | 0 | 4800 |
| IRS990/CompCurrentOfficersDirectors/ProgramServices | 0 | 1000 |
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| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 000.50 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 000.50 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 9 | 000.50 |
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| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
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| IRS990/Form990PartVIISectionA/NamePerson | 0 | Wesley G Lentz |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | Jeffrey E Riley |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | Susan Maas |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | James E Gasaway |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | Michael E Damschroder |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | John M Lugauer |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | Jeffrey E Riley |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | Angela M Shannon |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | Danielle Redmond Streed |
| IRS990/Form990PartVIISectionA/NamePerson | 9 | Robert Campbell |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/Officer | 2 | X |
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| IRS990/Form990PartVIISectionA/OtherCompensation | 9 | 0 |
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| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 9 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | President |
| IRS990/Form990PartVIISectionA/Title | 1 | President-Elect |
| IRS990/Form990PartVIISectionA/Title | 2 | Secretary/Treasurer |
| IRS990/Form990PartVIISectionA/Title | 3 | Past President |
| IRS990/Form990PartVIISectionA/Title | 4 | Director |
| IRS990/Form990PartVIISectionA/Title | 5 | Director |
| IRS990/Form990PartVIISectionA/Title | 6 | Director |
| IRS990/Form990PartVIISectionA/Title | 7 | Director |
| IRS990/Form990PartVIISectionA/Title | 8 | Membership Chair |
| IRS990/Form990PartVIISectionA/Title | 9 | Public Relations Chair |
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| IRS990/FormersListed | 0 | false |
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| IRS990/FundsToPayPremiums | 0 | false |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsToDomesticIndividuals/Total | 0 | 0 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossReceipts | 0 | 23591 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IndependentAuditFinancialStmt | 0 | false |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 0 |
| IRS990/Insurance/Total | 0 | 0 |
| IRS990/Interest/Total | 0 | 0 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 31 |
| IRS990/InvestmentIncomePriorYear | 0 | 37 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 31 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembershipDues | 0 | 3575 |
| IRS990/MembersOrStockholders | 0 | false |
| IRS990/MethodOfAccountingCash | 0 | X |
| IRS990/MinutesOfCommittees | 0 | true |
| IRS990/MinutesOfGoverningBody | 0 | true |
| IRS990/MissionDescription | 0 | To educate members, students, and the community on current topics required by credentialed professionals and relevant to their clientele. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NameOfPrincipalOfficerPerson | 0 | Wesley G Lentz |
| IRS990/NbrIndependentVotingMembers | 0 | 10 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 10 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 10 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 34071 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 33705 |
| IRS990/NoListedPersonsCompensated | 0 | X |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 1 |
| IRS990/NumberIndependentVotingMembers | 0 | 10 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Total | 0 | 0 |
| IRS990/OfficeExpenses/Total | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherEmployeeBenefits/Total | 0 | 0 |
| IRS990/OtherExpensePriorYear | 0 | 22663 |
| IRS990/OtherExpensesCurrentYear | 0 | 18157 |
| IRS990/OtherExpenses/Description | 0 | DVD Program/Education costs/Misc |
| IRS990/OtherExpenses/Description | 1 | Food and gratuity |
| IRS990/OtherExpenses/Description | 2 | Students Forum |
| IRS990/OtherExpenses/Description | 3 | Bus trip/Forum |
| IRS990/OtherExpenses/ProgramServices | 0 | 6962 |
| IRS990/OtherExpenses/ProgramServices | 1 | 5116 |
| IRS990/OtherExpenses/ProgramServices | 2 | 276 |
| IRS990/OtherExpenses/ProgramServices | 3 | 590 |
| IRS990/OtherExpenses/Total | 0 | 6962 |
| IRS990/OtherExpenses/Total | 1 | 5116 |
| IRS990/OtherExpenses/Total | 2 | 276 |
| IRS990/OtherExpenses/Total | 3 | 590 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherSalariesAndWages/Total | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PaymentsToAffiliates/Total | 0 | 0 |
| IRS990/PayrollTaxes/Total | 0 | 0 |
| IRS990/PensionPlanContributions/Total | 0 | 0 |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/PremiumsPaid | 0 | false |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 611710 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 900099 |
| IRS990/ProgramServiceRevenueCY | 0 | 19545 |
| IRS990/ProgramServiceRevenue/Description | 0 | Educate members |
| IRS990/ProgramServiceRevenue/Description | 1 | Network opportunities |
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| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 2085 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 17460 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/QuidProQuoContributions | 0 | false |
| IRS990/ReconcilationRevenueExpenses | 0 | -366 |
| IRS990/RelatedEntity | 0 | false |
| IRS990/RelatedOrgControlledEntity | 0 | false |
| IRS990/ReportFin48Footnote | 0 | false |
| IRS990/ReportInvestOthSecurities | 0 | false |
| IRS990/ReportLandBldgEquip | 0 | false |
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| IRS990/ReportOtherLiabilities | 0 | false |
| IRS990/ReportProgRelInvest | 0 | false |
| IRS990/Revenue | 0 | 2085 |
| IRS990/RevenuesLessExpensesCY | 0 | -366 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | -2039 |
| IRS990/Royalties/Total | 0 | 0 |
| IRS990/SalariesEtcCurrentYear | 0 | 5800 |
| IRS990/SalariesEtcPriorYear | 0 | 5800 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990/ScheduleJRequired | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | The organization relies on two CPA board members, one who prepares the return and one reviews the 990 based on data provided by Chapter Executive. Cash is reconciled to statement balances. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | The organization makes its governing documents, conflict of interest policy, and financial data available to the public on a request basis. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | Form 990 Part VI Section B Line 11A The organization relies on two CPA board members, one who prepares the return and one reviews the 990 based on data provided by Chapter Executive. Cash is reconciled to statement balances. Form 990 Part VI Section C Line 19 The organization makes its governing documents, conflict of interest policy, and financial data available to the public on a request basis. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Form 990 Part VI |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Form 990 Part VI |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | 11A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | 19 |
| IRS990/ScheduleORequired | 0 | true |
| IRS990/School | 0 | false |
| IRS990/SignificantChange | 0 | false |
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| IRS990/StateLegalDomicile | 0 | MI |
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| IRS990/TaxableDistributions | 0 | false |
| IRS990/TaxablePartyNotification | 0 | false |
| IRS990/TaxExemptBonds | 0 | false |
| IRS990/Terminated | 0 | false |
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| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 4230 S Westnedge Ste 2 |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | Kalamazoo |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | MI |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 49008 |
| IRS990/TheBooksAreInCareOf/NamePerson | 0 | Helen Coleman |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 2693739090 |
| IRS990/TotalAssets/BOY | 0 | 34071 |
| IRS990/TotalAssetsBOY | 0 | 34071 |
| IRS990/TotalAssets/EOY | 0 | 33705 |
| IRS990/TotalAssetsEOY | 0 | 33705 |
| IRS990/TotalCompGT150K | 0 | false |
| IRS990/TotalContributions | 0 | 4015 |
| IRS990/TotalExpensesCurrentYear | 0 | 23957 |
| IRS990/TotalExpensesPriorYear | 0 | 28463 |
| IRS990/TotalFunctionalExpenses/ManagementAndGeneral | 0 | 5250 |
| IRS990/TotalFunctionalExpenses/ProgramServices | 0 | 18707 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 23957 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 0 |
| IRS990/TotalLiabilities/EOY | 0 | 0 |
| IRS990/TotalLiabilitiesEOY | 0 | 0 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 34071 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 33705 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 34071 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 33705 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProgramServiceExpense | 0 | 18707 |
| IRS990/TotalProgramServiceRevenue | 0 | 19545 |
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| IRS990/TransactionRelatedEntity | 0 | false |
| IRS990/TransfersToExemptNonChrtblOrg | 0 | false |
| IRS990/TravelEntrtnmntPublicOfficials/Total | 0 | 0 |
| IRS990/Travel/Total | 0 | 0 |
| IRS990/TypeOfOrganizationOther | 0 | X |
| IRS990/TypeOfOrgOtherDescription | 0 | 501 C |
| IRS990/UnrelatedBusinessIncome | 0 | false |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | www.swmifinancialpro.org |
| IRS990/WhistleblowerPolicy | 0 | false |
| IRS990/YearFormation | 0 | 2000 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 237036493 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | Southwest Michigan Chapter SFSP |
| ReturnHeader/Filer/NameControl | 0 | SOUT |
| ReturnHeader/Filer/Phone | 0 | 2693739090 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO Box 2136 |
| ReturnHeader/Filer/USAddress/City | 0 | Portage |
| ReturnHeader/Filer/USAddress/State | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 490812136 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2012-08-22 |
| ReturnHeader/Officer/Name | 0 | Helen Coleman |
| ReturnHeader/Officer/Phone | 0 | 2693739090 |
| ReturnHeader/Officer/Title | 0 | Chapter Excutive |
| ReturnHeader/Preparer/DatePrepared | 0 | 2012-08-22 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | Valley Oak Financial PLC |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 4230 S Westnedge Suite 6 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | Kalamazoo |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | MI |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 49008 |
| ReturnHeader/Preparer/Name | 0 | Matthew Rzepka |
| ReturnHeader/Preparer/Phone | 0 | 2694927220 |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-07-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2012-06-30 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2012-08-22T14:33:50-00:00 |
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