Civic Intelligence

Community Foundation for Northeast

EIN 23-7384822 • 501(c)3 • Alpena, MI

Profile

To fulfill the charitable goals of our donors and address the current & future needs of our communities.

100 N Ripley Suite FAlpena, MI 49707

www.cfnem.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.18x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

2.70x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$111,217

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-14%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$80,397,741

Up $14,062,962 (+21%) from 2021

Liabilities

Up

$14,161,413

Up $2,183,910 (+18%) from 2021

Net Assets

Up

$66,236,328

Up $11,879,052 (+22%) from 2021

Operations
Liabilities / Revenue88th percentileNet Margin87th percentile

Revenue

Down

$5,246,813

Down $6,347,074 (-55%) from 2021

Expenses

Up

$3,112,890

Up $555,105 (+22%) from 2021

Net Income

Down

$2,133,923

Down $6,902,179 (-76%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $19,894,351Liabilities 2011: $3,434,969Net Assets 2011: $16,459,3822011Assets 2012: $24,243,748Liabilities 2012: $3,762,315Net Assets 2012: $20,481,4332012Assets 2013: $28,418,209Liabilities 2013: $4,201,510Net Assets 2013: $24,216,6992013Assets 2014: $36,002,820Liabilities 2014: $5,488,764Net Assets 2014: $30,514,0562014Assets 2015: $35,058,307Liabilities 2015: $5,082,752Net Assets 2015: $29,975,5552015Assets 2016: $38,114,543Liabilities 2016: $5,674,905Net Assets 2016: $32,439,6382016Assets 2017: $43,686,053Liabilities 2017: $6,860,121Net Assets 2017: $36,825,9322017Assets 2018: $47,831,062Liabilities 2018: $8,530,268Net Assets 2018: $39,300,7942018Assets 2019: $48,281,377Liabilities 2019: $8,776,763Net Assets 2019: $39,504,6142019Assets 2021: $66,334,779Liabilities 2021: $11,977,503Net Assets 2021: $54,357,2762021Assets 2024: $80,397,741Liabilities 2024: $14,161,413Net Assets 2024: $66,236,3282024

Highlighted filing

2024

Assets$80,397,741
Liabilities$14,161,413
Net Assets$66,236,328
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Expenses 2011: $1,469,0662011Expenses 2012: $1,133,5352012Expenses 2013: $1,084,1592013Revenue 2014: $6,549,405Expenses 2014: $1,306,934Net Income 2014: $5,242,4712014Revenue 2015: $3,818,335Expenses 2015: $1,666,383Net Income 2015: $2,151,9522015Revenue 2016: $3,093,268Expenses 2016: $1,843,300Net Income 2016: $1,249,9682016Revenue 2017: $4,951,891Expenses 2017: $2,425,137Net Income 2017: $2,526,7542017Revenue 2018: $5,500,754Expenses 2018: $2,169,893Net Income 2018: $3,330,8612018Revenue 2019: $3,114,311Expenses 2019: $2,227,466Net Income 2019: $886,8452019Revenue 2021: $11,593,887Expenses 2021: $2,557,785Net Income 2021: $9,036,1022021Revenue 2024: $5,246,813Expenses 2024: $3,112,890Net Income 2024: $2,133,9232024

Highlighted filing

2024

Revenue$5,246,813
Expenses$3,112,890
Net Income$2,133,923
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$80,397,741
Liabilities
$14,161,413
Net assets
$66,236,328
Revenue
$5,246,813
Expenses
$3,112,890
Net income
$2,133,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.4$14.2$66.2$5.25$3.11$2.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.3$12.0$54.4$11.6$2.56$9.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.3$8.78$39.5$3.11$2.23$0.89
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.8$8.53$39.3$5.50$2.17$3.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$6.86$36.8$4.95$2.43$2.53
2016Detailed filing. Detailed filing data is available for this year.$38.1$5.67$32.4$3.09$1.84$1.25
2015Detailed filing. Detailed filing data is available for this year.$35.1$5.08$30.0$3.82$1.67$2.15
2014Detailed filing. Detailed filing data is available for this year.$36.0$5.49$30.5$6.55$1.31$5.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$4.20$24.2$1.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$3.76$20.5$1.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$3.43$16.5$1.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 9, 2025
Return Version
2023v6.0
Gross Receipts
$5,246,813
Mission and Program Overview

Mission

To fulfill the charitable goals of our donors and address the current & future needs of our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$63,723,368$76,523,228▲ $12,799,860
Cash and Non-Interest-Bearing Accounts$3,252,878$3,389,698▲ $136,820
Pledges and Grants Receivable$101,833$60,350▼ $41,483
Land, Buildings, and Equipment, Net$15,883$14,796▼ $1,087
Prepaid Expenses and Deferred Charges$9,303$9,870▲ $567
Total Assets$67,533,897$80,397,741▲ $12,863,844
Other Assets Total$430,632$399,799▼ $30,833
Liabilities
Other Liabilities$12,264,920$13,660,774▲ $1,395,854
Grants Payable$665,110$496,621▼ $168,489
Deferred Revenue$35,404--
Accounts Payable and Accrued Expenses$4,518$4,018▼ $500
Total Liabilities$12,969,952$14,161,413▲ $1,191,461
Net Assets / Fund Balance
Net Assets With Donor Restrictions$50,346,205$61,414,345▲ $11,068,140
Net Assets Without Donor Restrictions$4,217,740$4,821,983▲ $604,243
Total Net Assets Fund Balance$54,563,945$66,236,328▲ $11,672,383
Total Liabilities and Net Assets / Fund Balance$67,533,897$80,397,741▲ $12,863,844

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,714$117,851$125,565
Equipment$7,082$6,755$13,837

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$51,283,222$3,448,436▲ $11,274,197$623,055$62,596,807
2022$43,082,820$5,634,789▲ $5,190,905$319,121$51,283,222
2021$48,362,115$6,496,038▼ $9,342,186$-100,139$43,082,820
2020$37,973,173$4,548,509▲ $8,194,277$388,926$48,362,115
2019$35,469,559$904,928▲ $2,628,706-$37,973,173
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleBaseTotal
Patrick HeraghtyExecutive Di$111,217$111,217

Board Members and Trustees

NameTitle
Katie Young-engstromPresident
Andrea RoseTrustee
Anne BelangerTrustee
Barbara MillsTrustee
Bryan HallTrustee
Cliff MillerTrustee
Deb KruttlinTrustee
Patty ArchamboTrustee
Scott MclennanTrustee
TRACEY D'AUGUSTINOTrustee
Andy StonePast Preside
Lois MarshallSecretary
Kim GildnerTreasurer
Joyce MccoyVice Preside
Alexis BedardYouth Truste
Chelsie BielasYouth Truste
Revenue and Support

Revenue Composition

Contributions and Grants
$3,487,758
Program Service Revenue
$0
Investment Income
$2,247,404
Other Revenue
$-488,349
All Other Contributions
$3,452,354
Change in Net Assets
$2,133,923

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,941,754
Revenue Not Reported on Financial Statements
$305,059
Revenue Not Reported on Form 990
$12,572,673
Total Revenue per Audited Statements
$17,514,427
Total Revenue per Form 990
$5,246,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,297,577
Salaries, Compensation, and Employee Benefits$484,641
Other Expenses$330,672
Total Fundraising Expense$123,941
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,082,431--$2,082,431
Other Salaries and Wages$186,785$130,749$56,036$373,570
Grants to Domestic Individuals$215,146--$215,146
Office Expenses$31,573$36,893$19,995$88,461
Occupancy$34,005$32,670-$66,675
Other Employee Benefits$32,959$18,954$7,791$59,704
Information Technology$7,889$33,630$4,289$45,808
Advertising$11,925-$27,822$39,747
Payroll Taxes$16,330$11,430$4,898$32,658
Fees for Services Accounting$2,781$25,031-$27,812
Conferences and Meetings$3,308$21,478-$24,786
Pension Plan Contributions$9,354$6,549$2,806$18,709
Fees for Services Legal$1,381$12,434-$13,815
Other Expenses-$8,821-$8,821
Travel$3,954$1,825$304$6,083
Insurance-$5,684-$5,684
Depreciation Depletion-$2,980-$2,980
Total Functional Expenses$2,639,821$349,128$123,941$3,112,890

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,112,890
Total Expenses per Audited Statements$3,112,890
Total Expenses per Form 990$3,112,890
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached - Non Hr4 Sch 1--Various$2,079,981
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Agencies$11,885,947
Split Interest Agreements$1,375,028
Operating Lease Liability$399,799
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 11B

“A copy of the draft 990 is reviewed by the finance / audit committee prior to issuance. With their approval, it is presented to the board for final approval and then signed and issued.”

Form 990, Page 6, Part VI, Line 12C

“Each year at the annual board meeting, each board member is asked to complete a conflict of interest statement which is kept by the executive director.”

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

“Compensation for the executive director is reviewed by the executive committee for approval before it goes to the full board for approval.”

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

“Compensation for the executive director and staff is reviewed by the executive committee for approval before it goes to the full board for approval. Staff salaries are recommended by the executive director. Salary for the executive director is recommended by the executive committee.”

Form 990, Page 6, Part VI, Line 19

“Documents are kept at foundation office and available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Community Foundation for Northeast
EIN
23-7384822
Phone
9893546881
Address
100 N RIPLEY SUITE F, ALPENA, MI 49707

Signing Officer

Name
Patrick Heraghty
Title
Executive Director
Phone
9893546881
Signed
2025-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Young-engstrom
Formed
1974
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
16
Employees
6

Preparer

Firm
Straley Lamp & Kraenzlein Pc
Address
PO BOX 738, ALPENA, MI 49707-0738
Preparer
James E Kraenzlein Cpaabvcffcva
Phone
9893564531
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers consist of board members and committee members for the various committees of the foundation. This includes grant screening committees, scholarship committees, finance/audit committee, investment committee, executive committee and various other committees that are established to assist the foundation in carrying out its exempt purpose.”

Form 990, Part XI, Line 9

“Split interest agreements -2,311 agency & split int reclass -1,976,484 total -1,978,795”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization functions as a local community foundation and the uses of the funds are in accordance with their legal purpose and related fund agreements.”

Schedule D, Page 4, Part XI, Line 2D

“Decrease in value of split interest agreements 0 increase in value of split interest agreements 750,359”

Raw XML AppendixShowing 400 of 550 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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