Civic Intelligence

Rockford Area Community Endowment

990 • Fiscal year 2016 • EIN 32-0095669

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

Organization ProfileN/A
7 Monroe StRockford, MI 49341

(616) 866-1537

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

$577,905

No earlier filing loaded for comparison.

Net Assets

$577,905

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin96th percentile

Revenue

$241,391

No earlier filing loaded for comparison.

Expenses

$65,547

No earlier filing loaded for comparison.

Net Income

$175,844

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2016: $577,905Liabilities 2016: $0Net Assets 2016: $577,9052016Assets 2017: $625,682Liabilities 2017: $0Net Assets 2017: $625,6822017Assets 2018: $443,593Liabilities 2018: $0Net Assets 2018: $443,5932018Assets 2019: $543,707Liabilities 2019: $0Net Assets 2019: $543,7072019Assets 2020: $662,546Liabilities 2020: $0Net Assets 2020: $662,5462020Assets 2021: $766,146Liabilities 2021: $0Net Assets 2021: $766,1462021Assets 2022: $663,630Liabilities 2022: $0Net Assets 2022: $663,6302022Assets 2023: $767,180Liabilities 2023: $0Net Assets 2023: $767,1802023Assets 2024: $826,705Liabilities 2024: $0Net Assets 2024: $826,7052024

Highlighted filing

2016

Assets$577,905
Liabilities$0
Net Assets$577,905
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2016: $241,391Expenses 2016: $65,547Net Income 2016: $175,8442016Revenue 2017: $46,715Expenses 2017: $50,551Net Income 2017: -$3,8362017Revenue 2018: $95,311Expenses 2018: $226,158Net Income 2018: -$130,8472018Revenue 2019: $56,855Expenses 2019: $13,278Net Income 2019: $43,5772019Revenue 2020: $53,096Expenses 2020: $13,387Net Income 2020: $39,7092020Revenue 2021: $131,494Expenses 2021: $92,692Net Income 2021: $38,8022021Revenue 2022: $80,553Expenses 2022: $36,814Net Income 2022: $43,7392022Revenue 2023: $125,290Expenses 2023: $110,604Net Income 2023: $14,6862023Revenue 2024: $122,531Expenses 2024: $122,642Net Income 2024: -$1112024

Highlighted filing

2016

Revenue$241,391
Expenses$65,547
Net Income$175,844
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$241,391
Mission and Program Overview

Mission

Rockford area community endowment is a local foundation committed to assisting rockford area residents, businesses, government and volunteer organizations to expand opportunities locally. Race was founded in 1964 and revitalized in 2003.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$298,916$480,027▲ $181,111
Cash and Non-Interest-Bearing Accounts$88,417$97,878▲ $9,461
Total Assets$387,333$577,905▲ $190,572
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$267,005$458,101▲ $191,096
Unrestricted Net Assets$120,328$119,804▼ $524
Total Net Assets Fund Balance$387,333$577,905▲ $190,572
Total Liabilities and Net Assets / Fund Balance$387,333$577,905▲ $190,572

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Tim LewisChairman
Neil BlakesleeVice Chairman
Edward RossDirector
Mary Ann AndersonDirector
Polly Von EschenDirector
Richard DaviesDirector
Steve JazwiecDirector
Vic MatthewsDirrector
Gordon PickerdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$230,531
Program Service Revenue
$0
Investment Income
$10,860
Other Revenue
$0
All Other Contributions
$227,931
Change in Net Assets
$175,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,547
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$4,482--$4,482
Other Expenses$1,212--$1,212
Office Expenses$294--$294
Total Functional Expenses$65,547$0$0$65,547
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Governing body was presented with the 990 for review and comment before filing.”

Conflict of interest policy compliance Part VI line 12C

“The board has instituted a written conflict of interest policy effective 1-1-2017.”

CEO executive director top management comp Part VI line 15A

“No officer or director receives compensation.”

Other officer or key employee compensation Part VI line 15B

“No officer or director receives compensation. The entity has no paid employees.”

Governing documents etc available to public Part VI line 19

“Race form 990 is open to review by the public. A copy can be obtained by asking an officer or by making a written request.”

Filing and Contact Details

Filer

Filer Name
Rockford Area Community Endowment
EIN
32-0095669
Address
7 MONROE ST, Rockford, MI 49341

Signing Officer

Name
Gordon Pickerd
Title
Treasurer
Phone
6168661537
Signed
2017-11-08
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Action Tax Service
Address
10271 Northland Dr NE, Rockford, MI 49341
Preparer
Jerry Coon EA
Phone
6168664704
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Increase in market value of $14,728.”

Raw XML Appendix367 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNING BODY WAS PRESENTED WITH THE 990 FOR REVIEW AND COMMENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD HAS INSTITUTED A WRITTEN CONFLICT OF INTEREST POLICY EFFECTIVE 1-1-2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OFFICER OR DIRECTOR RECEIVES COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OFFICER OR DIRECTOR RECEIVES COMPENSATION. THE ENTITY HAS NO PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RACE FORM 990 IS OPEN TO REVIEW BY THE PUBLIC. A COPY CAN BE OBTAINED BY ASKING AN OFFICER OR BY MAKING A WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INCREASE IN MARKET VALUE OF $14,728.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
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ReturnHeader/BusinessOfficerGrp/PhoneNum06168661537
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKFORD AREA COMMUNITY ENDOWMENT
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.236.204.107
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm014:41:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382992025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Action Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010271 Northland Dr NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
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ReturnHeader/PreparerPersonGrp/PhoneNum06168664704
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry Coon EA
ReturnHeader/ReturnTs02017-11-14T14:35:32-05:00
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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$577,905
Liabilities
$0
Net assets
$577,905
Revenue
$241,391
Expenses
$65,547
Net income
$175,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$1.23$1.23$0.00
2023Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$1.25$1.11$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.81$0.37$0.44
2021Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$1.31$0.93$0.39
2020Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.53$0.13$0.40
2019Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.57$0.13$0.44
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.95$2.26$1.31
2017Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.47$0.51$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$2.41$0.66$1.76