Civic Intelligence

Three Rivers Area Community Foundation

990 • Fiscal year 2021 • EIN 38-2051672

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

45th percentile

0.10x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.87x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

87th percentile

50%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$22,917

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

47th percentile

8.5%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

47%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$5,262,526

Up $413,808 (+8.5%) from 2020

Net Assets

Up

$4,762,014

Up $380,637 (+8.7%) from 2020

Liabilities

Up

$500,512

Up $33,171 (+7.1%) from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin87th percentile

Revenue

Up

$577,984

Up $183,683 (+47%) from 2020

Expenses

Down

$286,905

Down $46,342 (-14%) from 2020

Net Income

Up

$291,079

Up $230,025 (+377%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2021

Assets$5,262,526
Liabilities$500,512
Net Assets$4,762,014
Open 2021 Filing

Operations Trend

Revenue Growth77th 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

2021

Revenue$577,984
Expenses$286,905
Net Income$291,079
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$1,060,134
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,238,836$5,135,940▲ $897,104
Savings and Temporary Cash Investments$547,743--
Cash and Non-Interest-Bearing Accounts$19,097$78,633▲ $59,536
Prepaid Expenses and Deferred Charges$1,898$2,478▲ $580
Total Assets$4,848,717$5,262,526▲ $413,809
Other Assets Total$41,143$45,475▲ $4,332
Liabilities
Other Liabilities$459,884$494,566▲ $34,682
Accounts Payable and Accrued Expenses$7,457$5,946▼ $1,511
Total Liabilities$467,341$500,512▲ $33,171
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,381,376$4,762,014▲ $380,638
Total Net Assets Fund Balance$4,381,376$4,762,014▲ $380,638
Total Liabilities and Net Assets / Fund Balance$4,848,717$5,262,526▲ $413,809

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,883,267$6,941▲ $296,845-$3,048,678
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
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melissa BlissExecutive DirectorPT$22,917$22,917

Board Members and Trustees

NameTitle
Trevor McenroePast President
Lindsay OswaldPresident
Christy TrammelVice President
Alex SchmidtendorffDirector
Curt PennyDirector
Dave ShannonDirector
Jared HoffmasterDirector
Kelsey McclishDirector
Larry DaughertyDirector
MARY O' CONNORDirector
Sally MiddletonDirector
Steven ScottDirector
Ron BuckholdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,845
Program Service Revenue
$55,720
Investment Income
$388,669
Other Revenue
$1,750
All Other Contributions
$131,845
Change in Net Assets
$291,079

Audited Revenue Reconciliation

Revenue per Audited Statements
$577,984
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$89,559
Total Revenue per Audited Statements
$667,543
Total Revenue per Form 990
$577,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$169,553
Other Expenses$117,352
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$116,303--$116,303
Fees for Services Management$50,024$22,917-$72,941
Grants to Domestic Individuals$53,250--$53,250
Fees for Service Investment Mgmnt Fees$24,155--$24,155
Fees for Services Accounting-$13,381-$13,381
Insurance-$2,724-$2,724
Other Expenses-$1,920-$1,920
Office Expenses-$1,805-$1,805
Advertising-$426-$426
Total Functional Expenses$243,732$43,173$0$286,905

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$286,905
Total Expenses per Audited Statements$286,905
Total Expenses per Form 990$286,905
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of Three RiversThree Rivers, MIGovGeneral Support$24,599
River Country Sports CommissionThree Rivers, MI501(c)(3)General Support$17,365
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$494,566
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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 members 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 documents 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
Lindsay Oswald
Title
President
Phone
2692731632
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsay Oswald
Formed
1974
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Kruggel Lawton & Company LLC
Address
526 UPTON DRIVE, ST JOSEPH, MI 49085
Preparer
Robert Alex Schaeffer
Phone
2699830131
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation has no uncertain tax positions and has been properly disclosed in the financial statements.”

PART V, LINE 4:

“The funds have been established to benefit the residents of the community. The majority are scholarships 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, changesin tax law, and new authoritative rulings. Management doesn not expect the interpretation will have a material impact (if any) on its results from operations of financial position.”

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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/NetAssetsOrFundBalancesBOYAmt04381376
IRS990/NetAssetsOrFundBalancesEOYAmt04762014
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0117904
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0117904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt089559
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04381376
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04762014
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01805
IRS990/OfficeExpensesGrp/TotalAmt01805
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041143
IRS990/OtherAssetsTotalGrp/EOYAmt045475
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND MICHIGAN FRANC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01920
IRS990/OtherExpensesGrp/TotalAmt01920
IRS990/OtherLiabilitiesGrp/BOYAmt0459884
IRS990/OtherLiabilitiesGrp/EOYAmt0494566
IRS990/OtherRevenueMiscGrp/BusinessCd0561499
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01750
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01750
IRS990/OtherRevenueTotalAmt01750
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01898
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02478
IRS990/PrincipalOfficerNm0LINDSAY OSWALD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMIN FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt055720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055720
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0201665
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0223144
IRS990/PYInvestmentIncomeAmt0141363
IRS990/PYOtherExpensesAmt0110103
IRS990/PYOtherRevenueAmt05
IRS990/PYProgramServiceRevenueAmt051268
IRS990/PYRevenuesLessExpensesAmt061054
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0333247
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0394301
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0291079
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0446139
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0547743
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0127513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0201665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt082420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0446344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01589369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02447311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0270765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0139340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0166294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0196405
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0152904
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0925708
IRS990ScheduleA/PublicSupportCY170Pct00.60460
IRS990ScheduleA/PublicSupportPY170Pct00.63350
IRS990ScheduleA/PublicSupportTotal170Amt02039417
IRS990ScheduleA/SubstantialContributorsTotAmt0407894
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0127513
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0201665
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt082420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0446344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01589369
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02447311
IRS990ScheduleA/TotalSupportAmt03373019
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt083525
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02883267
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06941
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03048678
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt054850
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0296845
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt046296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02664102
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0113389
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02883267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0124054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0276126
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt045201
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02354589
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt031910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02664102
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt072800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0396124
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt043221
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02204599
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0345341
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02354589
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt060850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-91280
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt036255
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01671367
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0406032
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02204599
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt060849
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0224304
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0286905
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt089559
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0494566
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/RevenueNotReportedAmt089559
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0577984
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AND HAS BEEN PROPERLY DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FUNDS HAVE BEEN ESTABLISHED TO BENEFIT THE RESIDENTS OF THE COMMUNITY. THE MAJORITY ARE SCHOLARSHIPS FUNDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE 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, CHANGESIN TAX LAW, AND NEW AUTHORITATIVE RULINGS. MANAGEMENT DOESN NOT EXPECT THE INTERPRETATION WILL HAVE A MATERIAL IMPACT (IF ANY) ON ITS RESULTS FROM OPERATIONS OF FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0286905
IRS990ScheduleD/TotalLiabilityAmt0494566
IRS990ScheduleD/TotalRevenuePerForm990Amt0577984
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0667543
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0286905
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt053250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt024
IRS990ScheduleI/RecipientTable/CashGrantAmt024599
IRS990ScheduleI/RecipientTable/CashGrantAmt117365
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITY OF THREE RIVERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1RIVER COUNTRY SPORTS COMMISSION
IRS990ScheduleI/RecipientTable/RecipientEIN0386004596
IRS990ScheduleI/RecipientTable/RecipientEIN1831138929
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0333 W MICHIGAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11607 N MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049093
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd149093

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,262,526
Liabilities
$500,512
Net assets
$4,762,014
Revenue
$577,984
Expenses
$286,905
Net income
$291,079
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