Civic Intelligence

Three Rivers Area Community Foundation

990 • Fiscal year 2017 • EIN 38-2051672

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 19, 2018

Organization ProfileWWW.THREERIVERSFOUNDATION.COM
PO Box 453Three Rivers, MI 49093

(269) 273-1632

Siviq Scores

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

Liabilities / Assets

61st percentile

0.18x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

1.12x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

156%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$4,406,399

Up $623,734 (+16%) from 2016

Net Assets

Up

$3,613,313

Up $595,453 (+20%) from 2016

Liabilities

Up

$793,086

Up $28,281 (+3.7%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin92nd percentile

Revenue

Up

$707,214

Up $431,482 (+156%) from 2016

Expenses

Up

$329,048

Up $92,195 (+39%) from 2016

Net Income

Up

$378,166

Up $339,287 (+873%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,072,398Liabilities 2010: $20,811Net Assets 2010: $2,051,5872010Assets 2011: $2,217,424Liabilities 2011: $3,432Net Assets 2011: $2,213,9922011Assets 2012: $2,937,536Liabilities 2012: $11,641Net Assets 2012: $2,925,8952012Assets 2013: $3,512,468Liabilities 2013: $367,686Net Assets 2013: $3,144,7822013Assets 2014: $3,788,987Liabilities 2014: $737,689Net Assets 2014: $3,051,2982014Assets 2015: $3,623,954Liabilities 2015: $748,026Net Assets 2015: $2,875,9282015Assets 2016: $3,782,665Liabilities 2016: $764,805Net Assets 2016: $3,017,8602016Assets 2017: $4,406,399Liabilities 2017: $793,086Net Assets 2017: $3,613,3132017Assets 2018: $4,296,748Liabilities 2018: $744,016Net Assets 2018: $3,552,7322018Assets 2019: $4,775,586Liabilities 2019: $748,056Net Assets 2019: $4,027,5302019Assets 2020: $4,848,718Liabilities 2020: $467,341Net Assets 2020: $4,381,3772020Assets 2021: $5,262,526Liabilities 2021: $500,512Net Assets 2021: $4,762,0142021Assets 2022: $4,535,068Liabilities 2022: $429,112Net Assets 2022: $4,105,9562022Assets 2023: $5,031,919Liabilities 2023: $476,486Net Assets 2023: $4,555,4332023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$4,406,399
Liabilities$793,086
Net Assets$3,613,313
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$800K$600K$400K$200K$0Expenses 2010: $61,6382010Expenses 2011: $94,6492011Expenses 2012: $69,7432012Revenue 2013: $388,809Expenses 2013: $120,622Net Income 2013: $268,1872013Revenue 2014: $546,671Expenses 2014: $216,724Net Income 2014: $329,9472014Revenue 2015: $325,250Expenses 2015: $232,892Net Income 2015: $92,3582015Revenue 2016: $275,732Expenses 2016: $236,853Net Income 2016: $38,8792016Revenue 2017: $707,214Expenses 2017: $329,048Net Income 2017: $378,1662017Revenue 2018: $765,182Expenses 2018: $425,886Net Income 2018: $339,2962018Revenue 2019: $367,471Expenses 2019: $275,835Net Income 2019: $91,6362019Revenue 2020: $394,301Expenses 2020: $333,247Net Income 2020: $61,0542020Revenue 2021: $577,984Expenses 2021: $286,905Net Income 2021: $291,0792021Revenue 2022: $623,821Expenses 2022: $435,122Net Income 2022: $188,6992022Revenue 2023: $375,227Expenses 2023: $216,726Net Income 2023: $158,5012023Revenue 2024: $566,998Expenses 2024: $239,183Net Income 2024: $327,8152024

Highlighted filing

2017

Revenue$707,214
Expenses$329,048
Net Income$378,166
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 19, 2018
Return Version
2017v2.3
Gross Receipts
$1,265,080
Mission and Program Overview

Mission

The foundation's purpose is to receive and accept contributions to be administered exclusively for charitable purposes, primarily in and for the benefit of residents of st. Joseph county and the southwest michigan area.

The foundation's purpose is to receive contributions to be administered exclusively for charitable purposes, primarily in and for the benefit of residents of st. Joseph county, mi and the southwestern michigan area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,446,776$3,653,361▲ $206,585
Savings and Temporary Cash Investments$297,966$681,513▲ $383,547
Cash and Non-Interest-Bearing Accounts$4,816$28,813▲ $23,997
Prepaid Expenses and Deferred Charges$7,728$12,835▲ $5,107
Total Assets$3,782,665$4,406,399▲ $623,734
Other Assets Total$25,379$29,877▲ $4,498
Liabilities
Other Liabilities$753,039$773,764▲ $20,725
Accounts Payable and Accrued Expenses$11,766$19,322▲ $7,556
Total Liabilities$764,805$793,086▲ $28,281
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,671,367$2,204,599▲ $533,232
Unrestricted Net Assets$1,190,244$1,211,591▲ $21,347
Temporarily Rstr Net Assets$156,249$197,123▲ $40,874
Total Net Assets Fund Balance$3,017,860$3,613,313▲ $595,453
Total Liabilities and Net Assets / Fund Balance$3,782,665$4,406,399▲ $623,734

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,671,367$406,032▲ $224,304-$2,204,599
2016$1,627,661$11,802▲ $122,275$570$1,671,367
2015$1,741,347$16,859▼ $17,774$-174,034$1,627,661
2014$1,759,958$8,339▲ $64,473$25,958$1,741,347
2013$1,401,637$218,458▲ $199,005$3,000$1,759,958
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jim StuckPresident
Jared HoffmasterVice President
Carl HoweDirector
Cassidy MunnDirector
Christy TrammellDirector
Janell HartDirector
Jeff GattonDirector
John CartonDirector
Larry DaughertyDirector
MARY O'CONNORDirector
Sally MiddletonDirector
Steven ScottDirector
Trevor McenroeDirector
Lindsay OswaldSecretary
Joe BippusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$473,994
Program Service Revenue
$46,773
Investment Income
$186,447
Other Revenue
$0
All Other Contributions
$473,994
Change in Net Assets
$378,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$232,833
Other Expenses$96,215
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$232,833--$232,833
Fees for Services Management$39,058$23,577-$62,635
Fees for Service Investment Mgmnt Fees$16,938--$16,938
Fees for Services Accounting-$8,975-$8,975
Advertising-$3,340-$3,340
Insurance-$1,436-$1,436
Travel-$476-$476
Other Expenses-$70-$70
Total Functional Expenses$288,829$40,219$0$329,048
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Three Rivers Food SiteThree Rivers, MI-Purchase Food for Those in Need$19,412
St Joseph County Veteran ServicesCenterville, MI-Agency Grants$18,000
Three Rivers Rotary ClubThree Rivers, MI-Educational Grants to Enhance Education Projects in Belizeeducational Grants to Enhance Education Projects in Belizeeducational Grants to Enhance Education Projects in Belize$10,800
Western Michigan University--Scholarship Grants to Local Students$7,500
Michigan State University--Scholarship Grants to Local Students$5,000
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
Agency Funds$773,764
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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, Part VI, Section A, Line 7A

“Board members are individuals active in either three rivers' businesses and/or community affairs. The board has one person who seeks nominations from the community of potential board trustees. These nominations are then brought to a vote by the entire board. 51% majority of the board must approve any new member.”

Form 990, Part VI, Section B, Line 11B

“The board member signing form 990 reviews it prior to signing and mailing the form.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed periodically and documented in the minutes for the meeting in which they were reviewed and signed by board members.”

Form 990, Part VI, Section C, Line 19

“Once a year, board members are required to disclose in writing any interest, affiliations or membership which might give rise to a conflict of interest, including, but not limited to, all local business interests, religious affiliations, and memberships in local organizations. No trustee shall vote on any matter or participate in any discussion of any matter under consideration at any foundation meeting, in which such member has a possible conflict of interest. The foundation operates in a small community, board members are cognizant of each other's involvement in outside activities and self regulates itself.”

Filing and Contact Details

Filer

Filer Name
Three Rivers Area Community Foundation
EIN
38-2051672
Phone
2692731632
Address
PO BOX 453, THREE RIVERS, MI 49093

Signing Officer

Name
Joseph Bippus
Title
Treasurer
Phone
2692731632
Signed
2018-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Bliss
Formed
1974
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Dana F Cole & Company Llp
Address
325 WOODRUFF STREET, NILES, MI 49120
Preparer
Paul J Hornacek CPA
Phone
2696831200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees reviews the financial statements that were audited or reviewed by an independent accounting firm and assumes the oversight of the process annually.”

Financial Statement Notes

PART V, LINE 4:

“The funds have been established to benefit the residents of the community. The majority are scholarship funds.”

PART X, LINE 2:

“The foundation has adopted the provisions of fasb asc 740-10, "accounting for uncertain tax positions." the foundation continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law, and new authoritative rulings. Management does not expect the interpretation will have a material impact (if any) on its results from operations or financial position.”

Raw XML AppendixShowing 400 of 503 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011766
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019322
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S PURPOSE IS TO RECEIVE CONTRIBUTIONS TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARILY IN AND FOR THE BENEFIT OF RESIDENTS OF ST. JOSEPH COUNTY, MI AND THE SOUTHWESTERN MICHIGAN AREA.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03340
IRS990/AdvertisingGrp/TotalAmt03340
IRS990/AllOtherContributionsAmt0473994
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MELISSA BLISS
IRS990/BooksInCareOfDetail/PhoneNum02692731632
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 W MICHIGAN AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0THREE RIVERS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049093
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04816
IRS990/CashNonInterestBearingGrp/EOYAmt028813
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0473994
IRS990/CYGrantsAndSimilarPaidAmt0232833
IRS990/CYInvestmentIncomeAmt0186447
IRS990/CYOtherExpensesAmt096215
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt046773
IRS990/CYRevenuesLessExpensesAmt0378166
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0329048
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0707214
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MULTIPLE SCHOLARSHIPS AND GRANTS WERE AWARDED TO STUDENTS AND ORGANIZATIONS IN ST. JOSEPH COUNTY AND THE SOUTHWEST MICHIGAN REGION DURING THE FISCAL YEAR.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0288829
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08975
IRS990/FeesForServicesAccountingGrp/TotalAmt08975
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt023577
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt039058
IRS990/FeesForServicesManagementGrp/TotalAmt062635
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt016938
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016938
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM STUCK
IRS990/Form990PartVIISectionAGrp/PersonNm1JARED HOFFMASTER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOE BIPPUS
IRS990/Form990PartVIISectionAGrp/PersonNm3LINDSAY OSWALD
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN CARTON
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY DAUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF GATTON
IRS990/Form990PartVIISectionAGrp/PersonNm7JANELL HART
IRS990/Form990PartVIISectionAGrp/PersonNm8CARL HOWE
IRS990/Form990PartVIISectionAGrp/PersonNm9TREVOR MCENROE
IRS990/Form990PartVIISectionAGrp/PersonNm10SALLY MIDDLETON
IRS990/Form990PartVIISectionAGrp/PersonNm11CASSIDY MUNN
IRS990/Form990PartVIISectionAGrp/PersonNm12MARY O'CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVEN SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm14CHRISTY TRAMMELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt033543
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0232833
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0232833
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0232833
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0591409
IRS990/GrossReceiptsAmt01265080
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01436
IRS990/InsuranceGrp/TotalAmt01436
IRS990/InvestmentIncomeGrp/ExclusionAmt0152904
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0152904
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03446776
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03653361
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0557866
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S PURPOSE IS TO RECEIVE AND ACCEPT CONTRIBUTIONS TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARILY IN AND FOR THE BENEFIT OF RESIDENTS OF ST. JOSEPH COUNTY AND THE SOUTHWEST MICHIGAN AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03017860
IRS990/NetAssetsOrFundBalancesEOYAmt03613313
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt033543
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt033543
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0216810
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt025379
IRS990/OtherAssetsTotalGrp/EOYAmt029877
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND MICHIGAN FRANC
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2TRAINING EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01780
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1565
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt270
IRS990/OtherExpensesGrp/TotalAmt01780
IRS990/OtherExpensesGrp/TotalAmt1565
IRS990/OtherExpensesGrp/TotalAmt270
IRS990/OtherLiabilitiesGrp/BOYAmt0753039
IRS990/OtherLiabilitiesGrp/EOYAmt0773764
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01671367
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02204599
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07728
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012835
IRS990/PrincipalOfficerNm0MELISSA BLISS
IRS990/PriorPeriodAdjustmentsAmt0477
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMIN FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046773
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046773
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0146150
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0161350
IRS990/PYInvestmentIncomeAmt0101188
IRS990/PYOtherExpensesAmt075503
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt028394
IRS990/PYRevenuesLessExpensesAmt038879
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0236853
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0275732
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0378166
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0297966
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0681513
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01589369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0146150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0111361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0319753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0246696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02413329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0152904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0110109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0147396
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0144870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt093752
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0649031
IRS990ScheduleA/PublicSupportCY170Pct00.63710
IRS990ScheduleA/PublicSupportPY170Pct00.30280
IRS990ScheduleA/PublicSupportTotal170Amt01950988
IRS990ScheduleA/SubstantialContributorsTotAmt0462341
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01589369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0146150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0111361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0319753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0246696
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02413329
IRS990ScheduleA/TotalSupportAmt03062360
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt036255
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01671367
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0406032
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02204599
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt060849
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0224304
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt031551
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01627661
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011802
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01671367
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt058250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122275
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0570
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt044832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01741347
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt016859
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01627661
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0241973
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17774
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-174034
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt035314
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01759958
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08339
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01741347
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt030151
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt064473
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt025958
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt033704
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01401637
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0218458
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01759958
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt022438
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0199005
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0773764
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUNDS HAVE BEEN ESTABLISHED TO BENEFIT THE RESIDENTS OF THE COMMUNITY. THE MAJORITY ARE SCHOLARSHIP FUNDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10, "ACCOUNTING FOR UNCERTAIN TAX POSITIONS." THE FOUNDATION CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. MANAGEMENT DOES NOT EXPECT THE INTERPRETATION WILL HAVE A MATERIAL IMPACT (IF ANY) ON ITS RESULTS FROM OPERATIONS OR FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0773764
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt019412
IRS990ScheduleI/RecipientTable/CashGrantAmt110800
IRS990ScheduleI/RecipientTable/CashGrantAmt218000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PURCHASE FOOD FOR THOSE IN NEED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL GRANTS TO ENHANCE EDUCATION PROJECTS IN BELIZEEDUCATIONAL GRANTS TO ENHANCE EDUCATION PROJECTS IN BELIZEEDUCATIONAL GRANTS TO ENHANCE EDUCATION PROJECTS IN BELIZE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2AGENCY GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLARSHIP GRANTS TO LOCAL STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SCHOLARSHIP GRANTS TO LOCAL STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT TO ANNUAL COMMUNITY EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6FUND PROGRAMS FOR AMPUTEES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7FUND TRAIL & WATERWAY IMPROVEMENTS IN ST JOSEPH COUNTY, MI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THREE RIVERS FOOD SITE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THREE RIVERS ROTARY CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST JOSEPH COUNTY VETERAN SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MICHIGAN STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4WESTERN MICHIGAN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0463488492
IRS990ScheduleI/RecipientTable/RecipientEIN1386091791
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt018 RAILROAD DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 245
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 189
IRS990ScheduleI/RecipientTable/USAddress/CityNm0THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CENTERVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049093
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd149093
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd249032
IRS990/ScheduleJRequiredInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,406,399
Liabilities
$793,086
Net assets
$3,613,313
Revenue
$707,214
Expenses
$329,048
Net income
$378,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.57$0.24$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.48$4.56$0.38$0.22$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.43$4.11$0.62$0.44$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.26$0.50$4.76$0.58$0.29$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.85$0.47$4.38$0.39$0.33$0.06
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.78$0.75$4.03$0.37$0.28$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.74$3.55$0.77$0.43$0.34
2017Detailed filing. Detailed filing data is available for this year.$4.41$0.79$3.61$0.71$0.33$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.76$3.02$0.28$0.24$0.04
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.62$0.75$2.88$0.33$0.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.79$0.74$3.05$0.55$0.22$0.33
2013Summary only. Only limited summary data is available for this year.$3.51$0.37$3.14$0.39$0.12$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.01$2.93$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.00$2.21$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.02$2.05$0.06