Civic Intelligence

Great Lakes Foundation

990 • Fiscal year 2021 • EIN 36-3843113

Oct 01, 2020 to Sep 30, 2021 • Filed on Oct 15, 2021

405 Water Street Suite 202Port Huron, MI 48060

(810) 984-4500

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

4th percentile

-70%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

27%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$507,007

Up $48,634 (+11%) from 2020

Net Assets

Up

$507,007

Up $48,634 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$25,255

Up $5,354 (+27%) from 2020

Expenses

Up

$42,877

Up $35,468 (+479%) from 2020

Net Income

Down

-$17,622

Down $30,114 (-241%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $276,324Liabilities 2012: $0Net Assets 2012: $276,3242012Assets 2013: $288,319Liabilities 2013: $600Net Assets 2013: $287,7192013Assets 2014: $307,772Liabilities 2014: $0Net Assets 2014: $307,7722014Assets 2015: $300,873Liabilities 2015: $0Net Assets 2015: $300,8732015Assets 2016: $321,843Liabilities 2016: $0Net Assets 2016: $321,8432016Assets 2017: $349,419Liabilities 2017: $0Net Assets 2017: $349,4192017Assets 2018: $385,713Liabilities 2018: $0Net Assets 2018: $385,7132018Assets 2019: $403,078Liabilities 2019: $0Net Assets 2019: $403,0782019Assets 2020: $458,373Liabilities 2020: $0Net Assets 2020: $458,3732020Assets 2021: $507,007Liabilities 2021: $0Net Assets 2021: $507,0072021Assets 2022: $412,356Liabilities 2022: $0Net Assets 2022: $412,3562022Assets 2023: $454,771Liabilities 2023: $0Net Assets 2023: $454,7712023Assets 2024: $536,557Liabilities 2024: $0Net Assets 2024: $536,5572024Assets 2025: $565,098Liabilities 2025: $0Net Assets 2025: $565,0982025

Highlighted filing

2021

Assets$507,007
Liabilities$0
Net Assets$507,007

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $20,1082012Expenses 2013: $17,4392013Revenue 2014: $11,155Expenses 2014: $10,822Net Income 2014: $3332014Revenue 2015: $14,220Expenses 2015: $9,152Net Income 2015: $5,0682015Revenue 2016: $16,458Expenses 2016: $11,918Net Income 2016: $4,5402016Revenue 2017: $17,904Expenses 2017: $23,857Net Income 2017: -$5,9532017Revenue 2018: $18,187Expenses 2018: $14,865Net Income 2018: $3,3222018Revenue 2019: $15,324Expenses 2019: $20,208Net Income 2019: -$4,8842019Revenue 2020: $19,901Expenses 2020: $7,409Net Income 2020: $12,4922020Revenue 2021: $25,255Expenses 2021: $42,877Net Income 2021: -$17,6222021Revenue 2022: $28,547Expenses 2022: $47,409Net Income 2022: -$18,8622022Revenue 2023: $26,232Expenses 2023: $33,976Net Income 2023: -$7,7442023Revenue 2024: $29,385Expenses 2024: $49,853Net Income 2024: -$20,4682024Revenue 2025: $19,262Expenses 2025: $33,312Net Income 2025: -$14,0502025

Highlighted filing

2021

Revenue$25,255
Expenses$42,877
Net Income-$17,622
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Oct 15, 2021
Return Version
2020v4.1
Gross Receipts
$25,255
Mission and Program Overview

Mission

Promotion of boating safety and sharing of information regarding cruising the great lakes.

Promotion of boating safety.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$458,373$507,007▲ $48,634
Investments in Publicly Traded Securities$440,473$486,228▲ $45,755
Savings and Temporary Cash Investments$17,900$20,779▲ $2,879
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$458,373$507,007▲ $48,634
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$458,373$507,007▲ $48,634
Total Liabilities and Net Assets / Fund Balance$458,373$507,007▲ $48,634
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard BarzykPresident
Daniel ClineVice-president
James AustinSecretary
Niels JensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,915
Program Service Revenue
$0
Investment Income
$10,340
Other Revenue
$0
All Other Contributions
$14,915
Change in Net Assets
$-17,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,375
Other Expenses$8,502
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,375--$34,375
Occupancy$5,400$600-$6,000
Fees for Services Legal-$2,410-$2,410
Office Expenses-$47-$47
Other Expenses-$45-$45
Total Functional Expenses$39,775$3,102$0$42,877
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nature Conservancy of Canada--Donation for Acquisition of Wetlands on Manitoulin Island$20,000
Thousand Island AssociationWellesley Island, NY, CA501(c)(3)Donation to Assist in the Replacment of Aging Navigational Markers$8,800
Canadian Lighthouses of Lake SuperiorToronto, ONTARIO, CA-Donation for Marina Improvements at Porphryr Island Lighthouse$5,575
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Part VI, Section B, Line 11B

The form 990 is reviewed by the treasurer of the board of directors.

Form 990, Part VI, Section C, Line 19

Form 990 and other documents are available for public inspection, upon request, at the office of the great lakes foundation.

Filing and Contact Details

Filer

Filer Name
Great Lakes Foundation
EIN
36-3843113
Phone
8109844500
Address
405 WATER STREET SUITE 202, PORT HURON, MI 48060

Signing Officer

Name
Niels Jensen
Title
Treasurer
Phone
8109844500
Signed
2021-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Barzyk
Formed
1993
Legal Domicile
Mi
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
25

Preparer

Firm
Frohm Kelley Butler & Ryan Pc
Address
333 FORT STREET, PORT HURON, MI 48060
Preparer
Dorothy Bergquist
Phone
8109872727
Raw XML Appendix357 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION FOR MARINA IMPROVEMENTS AT PORPHRYR ISLAND LIGHTHOUSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DONATION FOR ACQUISITION OF WETLANDS ON MANITOULIN ISLAND
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NATURE CONSERVANCY OF CANADA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TREASURER OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 AND OTHER DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION, UPON REQUEST, AT THE OFFICE OF THE GREAT LAKES FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalContributionsAmt014915
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03102
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039775
IRS990/TotalFunctionalExpensesGrp/TotalAmt042877
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0458373
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0507007
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt039775
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025255
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0458373
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0507007
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0405 WATER STREET
IRS990/USAddress/CityNm0PORT HURON
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048060
IRS990/VotingMembersGoverningBodyCnt025
IRS990/VotingMembersIndependentCnt025
IRS990/WebsiteAddressTxt0WWW.GLCCLUB.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NIELS JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08109844500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREAT LAKES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0363843113
ReturnHeader/Filer/PhoneNum08109844500
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 WATER STREET SUITE 202
ReturnHeader/Filer/USAddress/CityNm0PORT HURON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382488938
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FROHM KELLEY BUTLER & RYAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 FORT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT HURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048060
ReturnHeader/PreparerPersonGrp/PhoneNum08109872727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY BERGQUIST
ReturnHeader/ReturnTs02021-11-10T15:01:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NIELS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JENSEN
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.19$0.33$0.14
2024Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.29$0.50$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.26$0.34$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.29$0.47$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.25$0.43$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.20$0.07$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.15$0.20$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.18$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.18$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.16$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.14$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.11$0.11$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.01$2.88$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.00$2.76$0.20