Civic Intelligence

Charitable Union

990 • Fiscal year 2021 • EIN 38-1405611

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 14, 2022

Organization ProfileWWW.CHARITABLEUNION.ORG
85 Calhoun StBattle Creek, MI 49017

(269) 964-7234

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

40th percentile

7.0%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$69,231

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

17%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,533,905

Up $151,361 (+11%) from 2020

Net Assets

Up

$1,513,505

Up $149,214 (+11%) from 2020

Liabilities

Up

$20,400

Up $2,147 (+12%) from 2020

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin40th percentile

Revenue

Up

$2,126,118

Up $305,494 (+17%) from 2020

Expenses

Up

$1,976,904

Up $313,867 (+19%) from 2020

Net Income

Down

$149,214

Down $8,373 (-5.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $738,724Liabilities 2010: $38,932Net Assets 2010: $699,7922010Assets 2011: $966,327Liabilities 2011: $22,669Net Assets 2011: $943,6582011Assets 2012: $965,798Liabilities 2012: $24,301Net Assets 2012: $941,4972012Assets 2013: $890,302Liabilities 2013: $38,466Net Assets 2013: $851,8362013Assets 2014: $1,086,146Liabilities 2014: $32,442Net Assets 2014: $1,053,7042014Assets 2015: $1,048,425Liabilities 2015: $26,405Net Assets 2015: $1,022,0202015Assets 2016: $1,078,566Liabilities 2016: $19,723Net Assets 2016: $1,058,8432016Assets 2017: $1,077,154Liabilities 2017: $24,739Net Assets 2017: $1,052,4152017Assets 2018: $1,216,202Liabilities 2018: $25,864Net Assets 2018: $1,190,3382018Assets 2019: $1,230,683Liabilities 2019: $23,979Net Assets 2019: $1,206,7042019Assets 2020: $1,382,544Liabilities 2020: $18,253Net Assets 2020: $1,364,2912020Assets 2021: $1,533,905Liabilities 2021: $20,400Net Assets 2021: $1,513,5052021Assets 2022: $1,581,458Liabilities 2022: $27,407Net Assets 2022: $1,554,0512022Assets 2023: $1,876,864Liabilities 2023: $39,592Net Assets 2023: $1,837,2722023Assets 2024: $1,835,307Liabilities 2024: $44,388Net Assets 2024: $1,790,9192024

Highlighted filing

2021

Assets$1,533,905
Liabilities$20,400
Net Assets$1,513,505
Open 2021 Filing

Operations Trend

Revenue Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $452,1252010Expenses 2011: $450,4702011Expenses 2012: $490,1002012Revenue 2013: $500,818Expenses 2013: $590,479Net Income 2013: -$89,6612013Revenue 2014: $3,578,962Expenses 2014: $3,689,461Net Income 2014: -$110,4992014Revenue 2015: $2,943,410Expenses 2015: $2,975,094Net Income 2015: -$31,6842015Revenue 2016: $2,703,287Expenses 2016: $2,666,464Net Income 2016: $36,8232016Revenue 2017: $2,663,128Expenses 2017: $2,669,556Net Income 2017: -$6,4282017Revenue 2018: $2,509,611Expenses 2018: $2,371,688Net Income 2018: $137,9232018Revenue 2019: $2,812,976Expenses 2019: $2,796,610Net Income 2019: $16,3662019Revenue 2020: $1,820,624Expenses 2020: $1,663,037Net Income 2020: $157,5872020Revenue 2021: $2,126,118Expenses 2021: $1,976,904Net Income 2021: $149,2142021Revenue 2022: $2,579,209Expenses 2022: $2,534,231Net Income 2022: $44,9782022Revenue 2023: $3,119,419Expenses 2023: $2,837,831Net Income 2023: $281,5882023Revenue 2024: $2,808,907Expenses 2024: $2,854,285Net Income 2024: -$45,3782024

Highlighted filing

2021

Revenue$2,126,118
Expenses$1,976,904
Net Income$149,214
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 14, 2022
Return Version
2021v4.0
Gross Receipts
$2,134,654
Mission and Program Overview

Mission

Serving children and families in need in the calhoun county, michigan area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$189,888$463,516▲ $273,628
Land, Buildings, and Equipment, Net$401,094$384,255▼ $16,839
Inventories for Sale or Use$349,944$381,524▲ $31,580
Cash and Non-Interest-Bearing Accounts$301,882$160,602▼ $141,280
Pledges and Grants Receivable$90,872$88,916▼ $1,956
Investments in Publicly Traded Securities$21,450$23,823▲ $2,373
Prepaid Expenses and Deferred Charges$787$2,737▲ $1,950
Total Assets$1,382,544$1,533,905▲ $151,361
Other Assets Total$26,627$28,532▲ $1,905
Liabilities
Accounts Payable and Accrued Expenses$18,002$20,149▲ $2,147
Other Liabilities$251$251→ $0
Total Liabilities$18,253$20,400▲ $2,147
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,248,904$1,418,240▲ $169,336
Net Assets With Donor Restrictions$115,387$95,265▼ $20,122
Total Net Assets Fund Balance$1,364,291$1,513,505▲ $149,214
Total Liabilities and Net Assets / Fund Balance$1,382,544$1,533,905▲ $151,361

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$334,254$655,336$989,590
Equipment$29,282$127,894$157,176
Land$20,719-$20,719
Other Land Buildings-$5,624$5,624

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$129,942-▲ $10,437-$139,247
2020$126,159-▲ $4,576-$129,942
2019$106,405-▲ $20,806-$126,159
2018$113,432-▼ $6,022-$106,405
2017$99,528-▲ $14,851-$113,432
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa AllenExecutive DiFT$67,874$1,357$69,231

Board Members and Trustees

NameTitle
Peter PhelpsPresident
Rachel MorelandDirector
Rev Jennifer MichaelDirector
Tiziano BonardiDirector
Adam DingwallPast Preside
Chuck SaulsberrySecretary
Loreli CobbTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,944,641
Program Service Revenue
$7,164
Investment Income
$11,021
Other Revenue
$163,292
All Other Contributions
$1,842,162
Change in Net Assets
$149,214

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$1,532,517Avg Donated Value
Total Noncash Contributions$1,532,517-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,134,654
Revenue Not Reported on Financial Statements
$-8,536
Other Revenue Adjustments
$-8,536
Total Revenue per Audited Statements
$2,134,654
Total Revenue per Form 990
$2,126,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,703,122
Salaries, Compensation, and Employee Benefits$273,782
Total Fundraising Expense$54,566
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$143,594-$37,834$181,428
Current Officers, Directors, Trustees, and Key Employees$33,450$34,424-$67,874
All Other Expenses$27,353$10,293-$37,646
Depreciation Depletion$34,054--$34,054
Fees for Services Accounting-$27,250-$27,250
Payroll Taxes$15,223$2,684$2,986$20,893
Occupancy$13,811$3,845-$17,656
Other Expenses$15,461$12,846$15$15,461
Office Expenses$3,328$673$11,404$15,405
Advertising$3,864$2,571$2,173$8,608
Insurance$4,855$790-$5,645
Information Technology$1,536$2,150$154$3,840
Other Employee Benefits$2,908$679-$3,587
Travel$335$927-$1,262
Fees for Services Other-$233-$233
Conferences and Meetings$69$125-$194
Total Functional Expenses$1,822,848$99,490$54,566$1,976,904

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,985,440
Expenses per Audited Statements$1,976,904
Total Expenses per Form 990$1,976,904
Expenses Not Reported on Form 990$8,536
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,419
Fundraising Direct Expenses$3,096
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Fundraisi$49,523$44,609$3,096$41,513
Ground Hog Day$12,810$12,810-$12,810
Total Events$62,333$57,419$3,096$54,323
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$251
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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

“Form 990 will be reviewed by the executive director and subsequently shared with the board of directors.”

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

“Disclosure forms are signed annually by the staff and board of directors. Forms are reviewed by the executive director who tracks and montitors the conflicts that arise. The executive director notifies the board of any conflicts and those persons are prohibited from participating in the deliberations and discussions.”

Form 990, Page 6, Part VI, Line 19

“All governing documents of the organization are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Charitable Union
EIN
38-1405611
Phone
2699647234
Address
85 CALHOUN ST, BATTLE CREEK, MI 49017

Signing Officer

Name
Loreli Cobb
Title
Treasurer
Phone
2699647234
Signed
2022-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teresa Allen
Formed
1963
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
21
Volunteers
400

Preparer

Firm
Seber Tans Plc
Address
555 W CROSSTOWN PARKWAY STE 304, KALAMAZOO, MI 49008
Preparer
Thomas J Horwath
Phone
2693438180
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Gift shop cost of goods 5,440 fundraising expenses 3,096 gift shop cost of goods -5,440 fundraising expenses -3,096”

Financial Statement Notes

Schedule D, Page 3, Part X

“The charitable union qualifies as a tax-exempt organization as defined under section 501(c)(3) of the internal revenue code. Accordingly, no provision for federal, state, or local income taxes has been recorded. Management is not aware of any uncertain tax positions that require disclosure.”

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

“Gift shop cost of goods -5,440 fundraising expenses -3,096”

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

“Gift shop cost of goods 5,440 fundraising expenses 3,096”

Raw XML AppendixShowing 400 of 491 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018002
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020149
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SERVING CHILDREN AND FAMILIES IN NEED IN THE CALHOUN COUNTY, MICHIGAN AREA.
IRS990/AdvertisingGrp/FundraisingAmt02173
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02571
IRS990/AdvertisingGrp/ProgramServicesAmt03864
IRS990/AdvertisingGrp/TotalAmt08608
IRS990/AllOtherContributionsAmt01842162
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010293
IRS990/AllOtherExpensesGrp/ProgramServicesAmt027353
IRS990/AllOtherExpensesGrp/TotalAmt037646
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARITABLE UNION
IRS990/BooksInCareOfDetail/PhoneNum02699647234
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt085 CALHOUN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0BATTLE CREEK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049017
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0301882
IRS990/CashNonInterestBearingGrp/EOYAmt0160602
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt034424
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt033450
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt067874
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0125
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt069
IRS990/ConferencesMeetingsGrp/TotalAmt0194
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt04914
IRS990/CostOfGoodsSoldAmt05440
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01944641
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011021
IRS990/CYOtherExpensesAmt01703122
IRS990/CYOtherRevenueAmt0163292
IRS990/CYProgramServiceRevenueAmt07164
IRS990/CYRevenuesLessExpensesAmt0149214
IRS990/CYSalariesCompEmpBnftPaidAmt0273782
IRS990/CYTotalExpensesAmt01976904
IRS990/CYTotalFundraisingExpenseAmt054566
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02126118
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt034054
IRS990/DepreciationDepletionGrp/TotalAmt034054
IRS990/Desc0COLLECT USED CLOTHING AND DISTRIBUTE TO THOSE IN NEED. PROVIDING LEADERSHIP AND COLLABORATION IN COMMUNITY PROJECTS DEALING WITH HOMELESSNESS, POVERTY AND CHANGES IN THE STRUCTURE OF SOCIAL INSTITUTIONS. ENGAGING IN ADVOCACY ACTIONS IN COLLABORATION WITH CLIENTS AND OTHER COMMUNITY AND NON-PROFIT ORGANIZATIONS. DURING 2021 THE AGENCY PROVIDED ITEMS TO 9,078 HOUSEHOLDS AND 24,617 PEOPLE IN THE GREATER BATTLE CREEK AREA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0115387
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt095265
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01822848
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt097565
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027250
IRS990/FeesForServicesAccountingGrp/TotalAmt027250
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0233
IRS990/FeesForServicesOtherGrp/TotalAmt0233
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt01357
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0TERESA ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm2LORELI COBB
IRS990/Form990PartVIISectionAGrp/PersonNm3CHUCK SAULSBERRY
IRS990/Form990PartVIISectionAGrp/PersonNm4ADAM DINGWALL
IRS990/Form990PartVIISectionAGrp/PersonNm5TIZIANO BONARDI
IRS990/Form990PartVIISectionAGrp/PersonNm6RACHEL MORELAND
IRS990/Form990PartVIISectionAGrp/PersonNm7REV JENNIFER MICHAEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt067874
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt04914
IRS990/FundraisingDirectExpensesAmt03096
IRS990/FundraisingGrossIncomeAmt057419
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02134654
IRS990/GrossSalesOfInventoryAmt064132
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0154
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02150
IRS990/InformationTechnologyGrp/ProgramServicesAmt01536
IRS990/InformationTechnologyGrp/TotalAmt03840
IRS990/InsuranceGrp/ManagementAndGeneralAmt0790
IRS990/InsuranceGrp/ProgramServicesAmt04855
IRS990/InsuranceGrp/TotalAmt05645
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0349944
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0381524
IRS990/InvestmentIncomeGrp/ExclusionAmt011021
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011021
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021450
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023823
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0788854
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0401094
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0384255
IRS990/LandBldgEquipCostOrOtherBssAmt01173109
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SERVING CHILDREN AND FAMILIES IN NEED IN THE CALHOUN COUNTY, MICHIGAN AREA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01364291
IRS990/NetAssetsOrFundBalancesEOYAmt01513505
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt054323
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt058692
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt058692
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01248904
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01418240
IRS990/NoncashContributionsAmt01532517
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03845
IRS990/OccupancyGrp/ProgramServicesAmt013811
IRS990/OccupancyGrp/TotalAmt017656
IRS990/OfficeExpensesGrp/FundraisingAmt011404
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0673
IRS990/OfficeExpensesGrp/ProgramServicesAmt03328
IRS990/OfficeExpensesGrp/TotalAmt015405
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt026627
IRS990/OtherAssetsTotalGrp/EOYAmt028532
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0679
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02908
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03587
IRS990/OtherExpensesGrp/Desc0DISTRIBUTED DONATIONS
IRS990/OtherExpensesGrp/Desc1REPAIR & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2CLOTHING & BLANKETS
IRS990/OtherExpensesGrp/Desc3CLIENT SUPPLIES/STORAGE
IRS990/OtherExpensesGrp/FundraisingAmt015
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012846
IRS990/OtherExpensesGrp/ProgramServicesAmt01500937
IRS990/OtherExpensesGrp/ProgramServicesAmt14731
IRS990/OtherExpensesGrp/ProgramServicesAmt217339
IRS990/OtherExpensesGrp/ProgramServicesAmt315461
IRS990/OtherExpensesGrp/TotalAmt01500937
IRS990/OtherExpensesGrp/TotalAmt117592
IRS990/OtherExpensesGrp/TotalAmt217339
IRS990/OtherExpensesGrp/TotalAmt315461
IRS990/OtherLiabilitiesGrp/BOYAmt0251
IRS990/OtherLiabilitiesGrp/EOYAmt0251
IRS990/OtherRevenueMiscGrp/Desc0PPP LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt050277
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt050277
IRS990/OtherRevenueTotalAmt050277
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt037834
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0143594
IRS990/OtherSalariesAndWagesGrp/TotalAmt0181428
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02986
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02684
IRS990/PayrollTaxesGrp/ProgramServicesAmt015223
IRS990/PayrollTaxesGrp/TotalAmt020893
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt090872
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt088916
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0787
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02737
IRS990/PrincipalOfficerNm0TERESA ALLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RECYCLING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07164
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01673653
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09360
IRS990/PYOtherExpensesAmt01390862
IRS990/PYOtherRevenueAmt0131239
IRS990/PYProgramServiceRevenueAmt06372
IRS990/PYRevenuesLessExpensesAmt0157587
IRS990/PYSalariesCompEmpBnftPaidAmt0272175
IRS990/PYTotalExpensesAmt01663037
IRS990/PYTotalRevenueAmt01820624
IRS990/ReconcilationRevenueExpnssAmt0149214
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt07164
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0189888
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0463516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01944641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01668072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02720997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02432124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02579695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011345529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02005
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08372
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042569
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0324249
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97820
IRS990ScheduleA/PublicSupportPY170Pct00.98930
IRS990ScheduleA/PublicSupportTotal170Amt011345529
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01944641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01668072
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02720997
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02432124
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02579695
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011345529
IRS990ScheduleA/TotalSupportAmt011598883
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0117929
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt086544
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt03728
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt02584
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0210785
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0334254
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0655336
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0989590
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01132
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0129942
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0139247
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010437
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0126159
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0129942
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04576
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01052
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0106405
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0126159
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020806
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01005
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0113432
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0106405
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6022
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0947
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt099528
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0113432
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014851
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt029282
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0127894
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0157176
IRS990ScheduleD/ExpensesNotReportedAmt08536
IRS990ScheduleD/ExpensesSubtotalAmt01976904
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt020719
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt020719
IRS990ScheduleD/OtherExpensesIncludedAmt08536
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05624
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05624
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0251
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-8536
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-8536
IRS990ScheduleD/RevenueSubtotalAmt02134654
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CHARITABLE UNION QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL, STATE, OR LOCAL INCOME TAXES HAS BEEN RECORDED. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GIFT SHOP COST OF GOODS -5,440 FUNDRAISING EXPENSES -3,096
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2GIFT SHOP COST OF GOODS 5,440 FUNDRAISING EXPENSES 3,096
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0384255
IRS990ScheduleD/TotalExpensesPerForm990Amt01976904
IRS990ScheduleD/TotalLiabilityAmt0251
IRS990ScheduleD/TotalRevenuePerForm990Amt02126118
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02134654
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01985440
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04914
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04914
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03096
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OTHER FUNDRAISI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GROUND HOG DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044609
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057419
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054323
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03096
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03096
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0AVG DONATED VALUE
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt01532517
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,533,905
Liabilities
$20,400
Net assets
$1,513,505
Revenue
$2,126,118
Expenses
$1,976,904
Net income
$149,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.04$1.79$2.81$2.85$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.04$1.84$3.12$2.84$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.03$1.55$2.58$2.53$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.02$1.51$2.13$1.98$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.02$1.36$1.82$1.66$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.02$1.21$2.81$2.80$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.03$1.19$2.51$2.37$0.14
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.02$1.05$2.66$2.67$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.02$1.06$2.70$2.67$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.03$1.02$2.94$2.98$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.05$3.58$3.69$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.04$0.85$0.50$0.59$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.02$0.94$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.02$0.94$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.04$0.70$0.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits