Civic Intelligence

Three Rivers Area Community Foundation

990 • Fiscal year 2022 • EIN 38-2051672

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 13, 2023

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

56th percentile

0.09x

Higher debt load relative to assets than 56% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

84th percentile

0.69x

Higher debt load relative to revenue than 84% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

42nd percentile

$22,917

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-14%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

53rd percentile

7.9%

Faster revenue growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$4,535,068

Down $727,458 (-14%) from 2021

Net Assets

Down

$4,105,956

Down $656,058 (-14%) from 2021

Liabilities

Down

$429,112

Down $71,400 (-14%) from 2021

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin80th percentile

Revenue

Up

$623,821

Up $45,837 (+7.9%) from 2021

Expenses

Up

$435,122

Up $148,217 (+52%) from 2021

Net Income

Down

$188,699

Down $102,380 (-35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$4,535,068
Liabilities$429,112
Net Assets$4,105,956
Open 2022 Filing

Operations Trend

Revenue Growth53rd 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

2022

Revenue$623,821
Expenses$435,122
Net Income$188,699
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 13, 2023
Return Version
2022v5.0
Gross Receipts
$2,069,339
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$5,135,940$4,315,639▼ $820,301
Cash and Non-Interest-Bearing Accounts$78,633$179,759▲ $101,126
Prepaid Expenses and Deferred Charges$2,478$2,378▼ $100
Total Assets$5,262,526$4,535,068▼ $727,458
Other Assets Total$45,475$37,292▼ $8,183
Liabilities
Other Liabilities$494,566$423,166▼ $71,400
Accounts Payable and Accrued Expenses$5,946$5,946→ $0
Total Liabilities$500,512$429,112▼ $71,400
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,762,014$4,105,956▼ $656,058
Total Net Assets Fund Balance$4,762,014$4,105,956▼ $656,058
Total Liabilities and Net Assets / Fund Balance$5,262,526$4,535,068▼ $727,458

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$3,048,678$111,303▼ $424,489-$2,640,652
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
Compensation and Service Providers
Top Officer Pay42nd 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
$376,613
Program Service Revenue
$53,295
Investment Income
$193,913
Other Revenue
$0
All Other Contributions
$376,613
Change in Net Assets
$188,699

Audited Revenue Reconciliation

Revenue per Audited Statements
$623,821
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-844,757
Total Revenue per Audited Statements
$-220,936
Total Revenue per Form 990
$623,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$310,273
Other Expenses$101,932
Salaries, Compensation, and Employee Benefits$22,917
Total Fundraising Expense$44
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$271,473--$271,473
Fees for Services Management$47,945--$47,945
Grants to Domestic Individuals$38,800--$38,800
Current Officers, Directors, Trustees, and Key Employees-$22,917-$22,917
Fees for Service Investment Mgmnt Fees$22,122--$22,122
Fees for Services Accounting-$14,450-$14,450
Office Expenses-$9,082-$9,082
Advertising-$7,815$44$7,859
Insurance-$354-$354
Other Expenses-$120-$120
Total Functional Expenses$380,340$54,738$44$435,122

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$435,122
Total Expenses per Audited Statements$435,122
Total Expenses per Form 990$435,122
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
River Country Sports CommissionThree Rivers, MI501(c)(3)General Support$19,913
Three Rivers RotaryThree Rivers, MI501(c)(3)General Support$13,702
Three Rivers Community SchoolsThree Rivers, MIGov2022 Program Funding$7,299
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$423,166
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
Christy Trammell
Title
President
Phone
2692731632
Signed
2023-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christy Trammell
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, 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 of financial position.”

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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01445518
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/NetAssetsOrFundBalancesBOYAmt04762014
IRS990/NetAssetsOrFundBalancesEOYAmt04105956
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-7483
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7483
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-844757
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04762014
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04105956
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09082
IRS990/OfficeExpensesGrp/TotalAmt09082
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt045475
IRS990/OtherAssetsTotalGrp/EOYAmt037292
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND MICHIGAN FRANC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0120
IRS990/OtherExpensesGrp/TotalAmt0120
IRS990/OtherLiabilitiesGrp/BOYAmt0494566
IRS990/OtherLiabilitiesGrp/EOYAmt0423166
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02478
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02378
IRS990/PrincipalOfficerNm0CHRISTY TRAMMELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMIN FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt053295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt053295
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0131845
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0169553
IRS990/PYInvestmentIncomeAmt0388669
IRS990/PYOtherExpensesAmt0117352
IRS990/PYOtherRevenueAmt01750
IRS990/PYProgramServiceRevenueAmt055720
IRS990/PYRevenuesLessExpensesAmt0291079
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0286905
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0577984
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0188699
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0247208
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0376613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0127513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0201665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0446344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01234555
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0201396
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0270765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0139340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0166294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0196405
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0974200
IRS990ScheduleA/PublicSupportCY170Pct00.33210
IRS990ScheduleA/PublicSupportPY170Pct00.60460
IRS990ScheduleA/PublicSupportTotal170Amt0733521
IRS990ScheduleA/SubstantialContributorsTotAmt0501034
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0376613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0127513
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0201665
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0446344
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01234555
IRS990ScheduleA/TotalSupportAmt02208755
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/AdministrativeExpensesAmt048040
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03048678
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0111303
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02640652
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt046800
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-424489
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt083525
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02883267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06941
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03048678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt054850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0296845
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt046296
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02664102
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0113389
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02883267
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0124054
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0276126
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt045201
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02354589
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt031910
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02664102
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt072800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0396124
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt043221
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02204599
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0345341
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02354589
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt060850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-91280
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0435122
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-844757
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0423166
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/RevenueNotReportedAmt0-844757
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0623821
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, 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 OF FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0435122
IRS990ScheduleD/TotalLiabilityAmt0423166
IRS990ScheduleD/TotalRevenuePerForm990Amt0623821
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-220936
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0435122
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt038800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt029
IRS990ScheduleI/RecipientTable/CashGrantAmt019913
IRS990ScheduleI/RecipientTable/CashGrantAmt113702
IRS990ScheduleI/RecipientTable/CashGrantAmt27299
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOV
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt22022 PROGRAM FUNDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RIVER COUNTRY SPORTS COMMISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THREE RIVERS ROTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THREE RIVERS COMMUNITY SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0831138929
IRS990ScheduleI/RecipientTable/RecipientEIN1386091791
IRS990ScheduleI/RecipientTable/RecipientEIN2386003639
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01607 N MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 245
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2851 SIXTH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2THREE RIVERS

Document Assets

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,535,068
Liabilities
$429,112
Net assets
$4,105,956
Revenue
$623,821
Expenses
$435,122
Net income
$188,699
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