Civic Intelligence

Rockford Area Community Endowment

990 • Fiscal year 2019 • EIN 32-0095669

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 13, 2020

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

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

79th percentile

23%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$543,707

Up $100,114 (+23%) from 2018

Net Assets

Up

$543,707

Up $100,114 (+23%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin96th percentile

Revenue

Down

$56,855

Down $38,456 (-40%) from 2018

Expenses

Down

$13,278

Down $212,880 (-94%) from 2018

Net Income

Up

$43,577

Up $174,424 (+133%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2019

Assets$543,707
Liabilities$0
Net Assets$543,707
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

2019

Revenue$56,855
Expenses$13,278
Net Income$43,577
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 13, 2020
Return Version
2019v5.1
Gross Receipts
$281,015
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$431,100$522,099▲ $90,999
Cash and Non-Interest-Bearing Accounts$12,493$21,608▲ $9,115
Total Assets$443,593$543,707▲ $100,114
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$327,370$400,589▲ $73,219
Net Assets Without Donor Restrictions$116,223$143,118▲ $26,895
Total Net Assets Fund Balance$443,593$543,707▲ $100,114
Total Liabilities and Net Assets / Fund Balance$443,593$543,707▲ $100,114

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Neil BlakesleePresident
Steve JazwiecVice President
David SpencerDirector
Edward RossDirector
Jack HagedornDirector
Michele MojzukDirector
Tim LewisDirector
Vic MatthewsDirector
Polly Von EschenSecretary
Gordon PickerdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,534
Program Service Revenue
$0
Investment Income
$39,321
Other Revenue
$0
All Other Contributions
$3,920
Change in Net Assets
$43,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,278
Total Fundraising Expense$4,443
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$4,800--$4,800
Other Expenses$20-$4,443$4,443
Grants to Domestic Individuals$2,000--$2,000
Advertising$735--$735
Office Expenses$723--$723
Fees for Services Accounting$450--$450
Total Functional Expenses$8,835$0$4,443$13,278
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
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
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
Neil Blakeslee
Title
President
Phone
6168669593
Signed
2020-03-13
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Integrity Tax Group of Rockford LLC
Address
10271 Northland Dr, Rockford, MI 49341
Preparer
Jerry Coon
Phone
6168664704
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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/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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010271 Northland Dr
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$543,707
Liabilities
$0
Net assets
$543,707
Revenue
$56,855
Expenses
$13,278
Net income
$43,577
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