Civic Intelligence

Three Rivers Area Community Foundation

990 • Fiscal year 2020 • EIN 38-2051672

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 15, 2021

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

49th percentile

0.10x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

1.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$12,500

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

37th percentile

1.5%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

7.3%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$4,848,718

Up $73,132 (+1.5%) from 2019

Net Assets

Up

$4,381,377

Up $353,847 (+8.8%) from 2019

Liabilities

Down

$467,341

Down $280,715 (-38%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin67th percentile

Revenue

Up

$394,301

Up $26,830 (+7.3%) from 2019

Expenses

Up

$333,247

Up $57,412 (+21%) from 2019

Net Income

Down

$61,054

Down $30,582 (-33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2020

Assets$4,848,718
Liabilities$467,341
Net Assets$4,381,377
Open 2020 Filing

Operations Trend

Revenue Growth62nd 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

2020

Revenue$394,301
Expenses$333,247
Net Income$61,054
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 15, 2021
Return Version
2020v4.1
Gross Receipts
$1,267,252
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$4,167,763$4,238,836▲ $71,073
Savings and Temporary Cash Investments$547,743$547,743→ $0
Cash and Non-Interest-Bearing Accounts$10,483$19,097▲ $8,614
Prepaid Expenses and Deferred Charges$13,118$1,899▼ $11,219
Total Assets$4,775,586$4,848,718▲ $73,132
Other Assets Total$36,479$41,143▲ $4,664
Liabilities
Other Liabilities$729,245$459,884▼ $269,361
Accounts Payable and Accrued Expenses$18,811$7,457▼ $11,354
Total Liabilities$748,056$467,341▼ $280,715
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,724,263$2,896,543▲ $172,280
Net Assets Without Donor Restrictions$1,303,267$1,484,834▲ $181,567
Total Net Assets Fund Balance$4,027,530$4,381,377▲ $353,847
Total Liabilities and Net Assets / Fund Balance$4,775,586$4,848,718▲ $73,132

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,664,102$113,389▲ $276,126-$2,883,267
2019$2,354,589$31,910▲ $396,124-$2,664,102
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
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa BlissExecutive DirectorPT$12,500$12,500$12,500

Board Members and Trustees

NameTitle
Jared HoffmasterPresident
Lindsay OswaldVice President
Curt PennyDirector
Jeff GattonDirector
Larry DaughertyDirector
MARY O'CONNORDirector
Ron BuckholdDirector
Ron MoagDirector
Sally MiddletonDirector
Steven ScottDirector
Christy TrammellSecretary
Trevor McenroeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$201,665
Program Service Revenue
$51,268
Investment Income
$141,363
Other Revenue
$5
All Other Contributions
$201,665
Change in Net Assets
$61,054

Audited Revenue Reconciliation

Revenue per Audited Statements
$394,301
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$291,281
Total Revenue per Audited Statements
$685,582
Total Revenue per Form 990
$394,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$223,144
Other Expenses$110,103
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$223,144--$223,144
Fees for Services Management$44,599$25,000-$69,599
Fees for Service Investment Mgmnt Fees$20,554--$20,554
Fees for Services Accounting-$11,925-$11,925
Advertising-$3,255-$3,255
Insurance-$1,423-$1,423
Other Expenses-$70-$70
Travel-$34-$34
Total Functional Expenses$288,297$44,950$0$333,247

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$333,247
Total Expenses per Audited Statements$333,247
Total Expenses per Form 990$333,247
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Three Rivers Chamber of CommerceThree Rivers, MI-Facility Upgrade$24,740
Three Rivers Food SiteThree Rivers, MI-Purchase Food for Those in Need$21,244
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$11,800
University of MichiganAnn Arbor, MI-Scholarship Grants for Local Students$9,500
Culture Is Not OptionalThree Rivers, MI-Grant for Local Youth Agency$5,350
Glen Oaks Community CollegeCentreville, MI-Scholarship Grants for Local Students-
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$459,884
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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, 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
Melissa Bliss
Title
Executive Director
Phone
2697183741
Signed
2021-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jared Hoffmaster
Formed
1974
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
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

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.”

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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/NetAssetsOrFundBalancesBOYAmt04027530
IRS990/NetAssetsOrFundBalancesEOYAmt04381377
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02023
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02023
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0292793
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01303267
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01484834
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt036479
IRS990/OtherAssetsTotalGrp/EOYAmt041143
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND MICHIGAN FRANC
IRS990/OtherExpensesGrp/Desc1OFFICE EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3FEES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01870
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1750
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2623
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt370
IRS990/OtherExpensesGrp/TotalAmt01870
IRS990/OtherExpensesGrp/TotalAmt1750
IRS990/OtherExpensesGrp/TotalAmt2623
IRS990/OtherExpensesGrp/TotalAmt370
IRS990/OtherLiabilitiesGrp/BOYAmt0729245
IRS990/OtherLiabilitiesGrp/EOYAmt0459884
IRS990/OtherRevenueMiscGrp/BusinessCd0561499
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05
IRS990/OtherRevenueTotalAmt05
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013118
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01899
IRS990/PrincipalOfficerNm0JARED HOFFMASTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMIN FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt051268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt051268
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt082420
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0160746
IRS990/PYInvestmentIncomeAmt0232162
IRS990/PYOtherExpensesAmt0115089
IRS990/PYOtherRevenueAmt0449
IRS990/PYProgramServiceRevenueAmt052440
IRS990/PYRevenuesLessExpensesAmt091636
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0275835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0367471
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt061054
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0547743
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0547743
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0201665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt082420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0446344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01589369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0146150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02465948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0139340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0166294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0196405
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0152904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0110109
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0765052
IRS990ScheduleA/PublicSupportCY170Pct00.63350
IRS990ScheduleA/PublicSupportPY170Pct00.63420
IRS990ScheduleA/PublicSupportTotal170Amt02046694
IRS990ScheduleA/SubstantialContributorsTotAmt0419254
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0201665
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt082420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0446344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01589369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0146150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02465948
IRS990ScheduleA/TotalSupportAmt03231000
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/AdministrativeExpensesAmt046296
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02664102
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0113389
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02883267
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0124054
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0276126
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt045201
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02354589
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt031910
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02664102
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt072800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0396124
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt043221
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02204599
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0345341
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02354589
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt060850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-91280
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt036255
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01671367
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0406032
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02204599
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt060849
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0224304
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt031551
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01627661
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt011802
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01671367
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt058250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122275
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0570
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0333247
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0291281
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0459884
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0291281
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0394301
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/TotalExpensesPerForm990Amt0333247
IRS990ScheduleD/TotalLiabilityAmt0459884
IRS990ScheduleD/TotalRevenuePerForm990Amt0394301
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0685582
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0333247
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt021244
IRS990ScheduleI/RecipientTable/CashGrantAmt111800
IRS990ScheduleI/RecipientTable/CashGrantAmt29500
IRS990ScheduleI/RecipientTable/CashGrantAmt35350
IRS990ScheduleI/RecipientTable/CashGrantAmt424740
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/PurposeOfGrantTxt4FACILITY UPGRADE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SCHOLARSHIP GRANTS FOR LOCAL STUDENTS
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/BusinessNameLine1Txt4THREE RIVERS CHAMBER OF COMMERCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5GLEN OAKS COMMUNITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0463488492
IRS990ScheduleI/RecipientTable/RecipientEIN1386091791
IRS990ScheduleI/RecipientTable/RecipientEIN2386006309
IRS990ScheduleI/RecipientTable/RecipientEIN3320041819
IRS990ScheduleI/RecipientTable/RecipientEIN4461234567
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt018 RAILROAD DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 245

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,848,718
Liabilities
$467,341
Net assets
$4,381,377
Revenue
$394,301
Expenses
$333,247
Net income
$61,054
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