Civic Intelligence

Three Rivers Area Community Foundation

990 • Fiscal year 2019 • EIN 38-2051672

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 23, 2020

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

0.16x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

2.04x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$4,775,586

Up $478,838 (+11%) from 2018

Net Assets

Up

$4,027,530

Up $474,798 (+13%) from 2018

Liabilities

Up

$748,056

Up $4,040 (+0.5%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin81st percentile

Revenue

Down

$367,471

Down $397,711 (-52%) from 2018

Expenses

Down

$275,835

Down $150,051 (-35%) from 2018

Net Income

Down

$91,636

Down $247,660 (-73%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2019

Assets$4,775,586
Liabilities$748,056
Net Assets$4,027,530
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$367,471
Expenses$275,835
Net Income$91,636
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 23, 2020
Return Version
2019v5.1
Gross Receipts
$1,133,402
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$3,689,306$4,167,763▲ $478,457
Savings and Temporary Cash Investments$554,372$547,743▼ $6,629
Prepaid Expenses and Deferred Charges$12,501$13,118▲ $617
Cash and Non-Interest-Bearing Accounts$9,397$10,483▲ $1,086
Total Assets$4,296,748$4,775,586▲ $478,838
Other Assets Total$31,172$36,479▲ $5,307
Liabilities
Other Liabilities$725,104$729,245▲ $4,141
Accounts Payable and Accrued Expenses$18,912$18,811▼ $101
Total Liabilities$744,016$748,056▲ $4,040
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,318,393$2,724,263▲ $405,870
Net Assets Without Donor Restrictions$1,234,339$1,303,267▲ $68,928
Total Net Assets Fund Balance$3,552,732$4,027,530▲ $474,798
Total Liabilities and Net Assets / Fund Balance$4,296,748$4,775,586▲ $478,838

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,354,589$8,060▲ $396,124-$2,640,772
2018$2,204,599$345,341▼ $91,280-$2,354,589
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
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Jared HoffmasterIn-coming President
Jim StuckPresident-term Limited
Christy TrammellDirector
Janell HartDirector
Jeff GattonDirector
Joe BippusDirector
Larry DaughertyDirector
MARY O'CONNORDirector
Sally MiddletonDirector
Steven ScottDirector
Trevor McenroeDirector
Lindsay OswaldSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$82,420
Program Service Revenue
$52,440
Investment Income
$232,162
Other Revenue
$449
All Other Contributions
$82,420
Change in Net Assets
$91,636

Audited Revenue Reconciliation

Revenue per Audited Statements
$367,471
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$383,162
Total Revenue per Audited Statements
$750,633
Total Revenue per Form 990
$367,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,746
Other Expenses$115,089
Total Fundraising Expense$10,255
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,746--$160,746
Fees for Services Management$46,521$25,216-$71,737
Fees for Service Investment Mgmnt Fees$18,106--$18,106
Fees for Services Accounting-$11,750-$11,750
Advertising-$810$10,255$11,065
Insurance-$1,406-$1,406
Travel-$127-$127
Other Expenses-$12-$12
Total Functional Expenses$225,373$40,207$10,255$275,835

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$275,835
Total Expenses per Audited Statements$275,835
Total Expenses per Form 990$275,835
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
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$27,500
Three Rivers Food SiteThree Rivers, MI-Purchase Food for Those in Need$19,620
St Joseph County Commission on AgingThree Rivers, MI-Purchase Exercise Equipment for Retirees$16,000
Carnegie Center for the ArtsThree Rivers, MI-Support to Community Art Center$15,769
Culture Is Not OptionalThree Rivers, MI-Grant for Local Youth Agency$10,000
University of MichiganAnn Arbor, MI-Scholarship Grants for Local Students$9,000
Western Michigan UniversityKalamazoo, MI-Scholarship Grants for Local Students$5,500
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$729,245
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
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
Jared Hoffmaster
Title
Current President
Phone
2692731632
Signed
2020-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Bliss
Formed
1974
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

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

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 528 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018912
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018811
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/FundraisingAmt010255
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0810
IRS990/AdvertisingGrp/TotalAmt011065
IRS990/AllOtherContributionsAmt082420
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt09397
IRS990/CashNonInterestBearingGrp/EOYAmt010483
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt082420
IRS990/CYGrantsAndSimilarPaidAmt0160746
IRS990/CYInvestmentIncomeAmt0232162
IRS990/CYOtherExpensesAmt0115089
IRS990/CYOtherRevenueAmt0449
IRS990/CYProgramServiceRevenueAmt052440
IRS990/CYRevenuesLessExpensesAmt091636
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0275835
IRS990/CYTotalFundraisingExpenseAmt010255
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0367471
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/DonorRestrictionNetAssetsGrp/BOYAmt02318393
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02724263
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0225373
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011750
IRS990/FeesForServicesAccountingGrp/TotalAmt011750
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt025216
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt046521
IRS990/FeesForServicesManagementGrp/TotalAmt071737
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt018106
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018106
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/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/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/PersonNm0JIM STUCK
IRS990/Form990PartVIISectionAGrp/PersonNm1JARED HOFFMASTER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOE BIPPUS
IRS990/Form990PartVIISectionAGrp/PersonNm3LINDSAY OSWALD
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY DAUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF GATTON
IRS990/Form990PartVIISectionAGrp/PersonNm6JANELL HART
IRS990/Form990PartVIISectionAGrp/PersonNm7TREVOR MCENROE
IRS990/Form990PartVIISectionAGrp/PersonNm8SALLY MIDDLETON
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY O'CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm10STEVEN SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRISTY 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/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/TitleTxt0PRESIDENT-TERM LIMITED
IRS990/Form990PartVIISectionAGrp/TitleTxt1IN-COMING PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt065868
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0160746
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0160746
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0160746
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0831799
IRS990/GrossReceiptsAmt01133402
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01406
IRS990/InsuranceGrp/TotalAmt01406
IRS990/InvestmentIncomeGrp/ExclusionAmt0166294
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0166294
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03689306
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04167763
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0765931
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/NetAssetsOrFundBalancesBOYAmt03552732
IRS990/NetAssetsOrFundBalancesEOYAmt04027530
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt065868
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065868
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0383162
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01234339
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01303267
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt04108
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt031172
IRS990/OtherAssetsTotalGrp/EOYAmt036479
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1DUES AND MICHIGAN FRANC
IRS990/OtherExpensesGrp/Desc2MEETINGS EXPENSE
IRS990/OtherExpensesGrp/Desc3OFFICE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0570
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt256
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt312
IRS990/OtherExpensesGrp/TotalAmt0570
IRS990/OtherExpensesGrp/TotalAmt1260
IRS990/OtherExpensesGrp/TotalAmt256
IRS990/OtherExpensesGrp/TotalAmt312
IRS990/OtherLiabilitiesGrp/BOYAmt0725104
IRS990/OtherLiabilitiesGrp/EOYAmt0729245
IRS990/OtherRevenueMiscGrp/BusinessCd0561499
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0449
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0449
IRS990/OtherRevenueTotalAmt0449
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012501
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013118
IRS990/PrincipalOfficerNm0MELISSA BLISS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMIN FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt052440
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt052440
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0446344
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0313594
IRS990/PYInvestmentIncomeAmt0267595
IRS990/PYOtherExpensesAmt0112292
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt051243
IRS990/PYRevenuesLessExpensesAmt0339296
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0425886
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0765182
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt091636
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0554372
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0547743
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0446344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01589369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0146150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0111361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02375644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0166294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0196405
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0152904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0110109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0147396
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0773108
IRS990ScheduleA/PublicSupportCY170Pct00.63420
IRS990ScheduleA/PublicSupportPY170Pct00.62170
IRS990ScheduleA/PublicSupportTotal170Amt01996835
IRS990ScheduleA/SubstantialContributorsTotAmt0378809
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0446344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01589369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0146150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0111361
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02375644
IRS990ScheduleA/TotalSupportAmt03148752
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt045201
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02354589
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08060
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02640772
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt072800
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0396124
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt043221
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02204599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0345341
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02354589
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt060850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-91280
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt036255
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01671367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0406032
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02204599
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt060849
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0224304
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt031551
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01627661
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt011802
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01671367
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt058250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122275
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt044832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01741347
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt016859
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01627661
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0241973
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17774
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-174034
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0275835
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0383162
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0729245
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0383162
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0367471
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/TotalExpensesPerForm990Amt0275835
IRS990ScheduleD/TotalLiabilityAmt0729245
IRS990ScheduleD/TotalRevenuePerForm990Amt0367471
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0750633
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0275835
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt019620
IRS990ScheduleI/RecipientTable/CashGrantAmt127500
IRS990ScheduleI/RecipientTable/CashGrantAmt29000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt45500
IRS990ScheduleI/RecipientTable/CashGrantAmt515769
IRS990ScheduleI/RecipientTable/CashGrantAmt616000
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/PurposeOfGrantTxt2SCHOLARSHIP GRANTS FOR LOCAL STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GRANT FOR LOCAL YOUTH AGENCY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SCHOLARSHIP GRANTS FOR LOCAL STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT TO COMMUNITY ART CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6PURCHASE EXERCISE EQUIPMENT FOR RETIREES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THREE RIVERS FOOD SITE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THREE RIVERS ROTARY CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MICHIGAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CULTURE IS NOT OPTIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4WESTERN MICHIGAN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5CARNEGIE CENTER FOR THE ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ST JOSEPH COUNTY COMMISSION ON AGING
IRS990ScheduleI/RecipientTable/RecipientEIN0463488492
IRS990ScheduleI/RecipientTable/RecipientEIN1386091791
IRS990ScheduleI/RecipientTable/RecipientEIN2386006309
IRS990ScheduleI/RecipientTable/RecipientEIN3320041819
IRS990ScheduleI/RecipientTable/RecipientEIN4454135256

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
$4,775,586
Liabilities
$748,056
Net assets
$4,027,530
Revenue
$367,471
Expenses
$275,835
Net income
$91,636
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
2019Detailed filing. Detailed filing data is available for this year.$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