Civic Intelligence

Three Rivers Area Community Foundation

990 • Fiscal year 2023 • EIN 38-2051672

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

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

0.09x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

1.27x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$25,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-40%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$5,031,919

Up $496,851 (+11%) from 2022

Net Assets

Up

$4,555,433

Up $449,477 (+11%) from 2022

Liabilities

Up

$476,486

Up $47,374 (+11%) from 2022

Revenue

Down

$375,227

Down $248,594 (-40%) from 2022

Expenses

Down

$216,726

Down $218,396 (-50%) from 2022

Net Income

Down

$158,501

Down $30,198 (-16%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$5,031,919
Liabilities$476,486
Net Assets$4,555,433

Operations Trend

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

2023

Revenue$375,227
Expenses$216,726
Net Income$158,501
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$1,078,001
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$4,315,639$4,938,866▲ $623,227
Cash and Non-Interest-Bearing Accounts$179,759$46,280▼ $133,479
Prepaid Expenses and Deferred Charges$2,378$2,378→ $0
Total Assets$4,535,068$5,031,919▲ $496,851
Other Assets Total$37,292$44,395▲ $7,103
Liabilities
Other Liabilities$423,166$470,540▲ $47,374
Accounts Payable and Accrued Expenses$5,946$5,946→ $0
Total Liabilities$429,112$476,486▲ $47,374
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,105,956$4,555,433▲ $449,477
Total Net Assets Fund Balance$4,105,956$4,555,433▲ $449,477
Total Liabilities and Net Assets / Fund Balance$4,535,068$5,031,919▲ $496,851

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,640,652$4,625▲ $363,293-$2,914,417
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Melissa BlissExecutive DirectorPT$25,000$25,000

Board Members and Trustees

NameTitle
Christy TrammellPresident
Ron BuckholdVice President
Alison ErtmanDirector
Curt PennyDirector
Kelsey McclishDirector
Larry DaughertyDirector
Emily DanielsSecretary
Steven ScottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,331
Program Service Revenue
$53,482
Investment Income
$266,414
Other Revenue
$0
All Other Contributions
$55,331
Change in Net Assets
$158,501

Audited Revenue Reconciliation

Revenue per Audited Statements
$375,227
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$290,976
Total Revenue per Audited Statements
$666,203
Total Revenue per Form 990
$375,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,181
Grants and Similar Amounts Paid$90,545
Salaries, Compensation, and Employee Benefits$25,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,045--$54,045
Fees for Services Management$48,087--$48,087
Grants to Domestic Individuals$36,500--$36,500
Current Officers, Directors, Trustees, and Key Employees-$25,000-$25,000
Fees for Service Investment Mgmnt Fees$21,441--$21,441
Fees for Services Accounting-$17,650-$17,650
Office Expenses-$4,537-$4,537
Advertising-$3,989-$3,989
Insurance-$1,522-$1,522
Other Expenses-$35-$35
Total Functional Expenses$160,073$56,653$0$216,726

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$216,726
Total Expenses per Audited Statements$216,726
Total Expenses per Form 990$216,726
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 Program$14,000
Three Rivers Area Chamber of CommerceThree Rivers, MI501(c)(6)General Program$10,000
Three Rivers RotaryThree Rivers, MI501(c)(3)General Program$7,800
University of Michigan Ann ArborAnn Arbor, MI501(c)(3)General Program$6,750
Western Michigan UniversityKalamazoo, MI501(c)(3)General Program$6,000
Kalamazoo Valley Community CollegeKalamazoo, MI501(c)(3)General Program$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$470,540
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 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
Christy Trammell
Title
President
Phone
2692731632
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christy Trammell
Formed
1974
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Hungerford Cpas Advisors
Address
675 E 16TH STREET 100, HOLLAND, MI 49423
Preparer
Jill R Schutte CPA
Phone
6163928534
Supplemental Narrative

Financial Statement Notes

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.

PART X, LINE 2 :

The foundation has no uncertain tax positions and that has been 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.

Raw XML AppendixShowing 400 of 495 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/BOYAmt05946
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05946
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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/AdvertisingGrp/ManagementAndGeneralAmt03989
IRS990/AdvertisingGrp/TotalAmt03989
IRS990/AllOtherContributionsAmt055331
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MELISSA BLISS
IRS990/BooksInCareOfDetail/PhoneNum02697183741
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015684 SHADY LN
IRS990/BooksInCareOfDetail/USAddress/CityNm0THREE RIVERS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049093
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0179759
IRS990/CashNonInterestBearingGrp/EOYAmt046280
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt025000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt055331
IRS990/CYGrantsAndSimilarPaidAmt090545
IRS990/CYInvestmentIncomeAmt0266414
IRS990/CYOtherExpensesAmt0101181
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt053482
IRS990/CYRevenuesLessExpensesAmt0158501
IRS990/CYSalariesCompEmpBnftPaidAmt025000
IRS990/CYTotalExpensesAmt0216726
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0375227
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MULTIPLE SCHOLARSHIPS AND GRANTS WERE AWARDED TO STUDENTS AND ORGANIZATIONS IN ST. JOSPEH COUNTY AND THE SOUTHWEST MICHIGAN REGION DURING THE FISCAL YEAR.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0160073
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017650
IRS990/FeesForServicesAccountingGrp/TotalAmt017650
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt048087
IRS990/FeesForServicesManagementGrp/TotalAmt048087
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt021441
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt021441
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0MELISSA BLISS
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTY TRAMMELL
IRS990/Form990PartVIISectionAGrp/PersonNm2RON BUCKHOLD
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVEN SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm4EMILY DANIELS
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY DAUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm6KELSEY MCCLISH
IRS990/Form990PartVIISectionAGrp/PersonNm7CURT PENNY
IRS990/Form990PartVIISectionAGrp/PersonNm8ALISON ERTMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt025000
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/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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt064454
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt090545
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt036500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt036500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt054045
IRS990/GrantsToDomesticOrgsGrp/TotalAmt054045
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0767228
IRS990/GrossReceiptsAmt01078001
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01522
IRS990/InsuranceGrp/TotalAmt01522
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0201960
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0201960
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04315639
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04938866
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0702774
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/NetAssetsOrFundBalancesBOYAmt04105956
IRS990/NetAssetsOrFundBalancesEOYAmt04555433
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt064454
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064454
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0290976
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04105956
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04555433
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04537
IRS990/OfficeExpensesGrp/TotalAmt04537
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt037292
IRS990/OtherAssetsTotalGrp/EOYAmt044395
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03920
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt135
IRS990/OtherExpensesGrp/TotalAmt03920
IRS990/OtherExpensesGrp/TotalAmt135
IRS990/OtherLiabilitiesGrp/BOYAmt0423166
IRS990/OtherLiabilitiesGrp/EOYAmt0470540
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02378
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02378
IRS990/PrincipalOfficerNm0CHRISTY TRAMMELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMIN FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt053482
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt053482
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0376613
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0310273
IRS990/PYInvestmentIncomeAmt0193913
IRS990/PYOtherExpensesAmt0101932
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt053295
IRS990/PYRevenuesLessExpensesAmt0188699
IRS990/PYSalariesCompEmpBnftPaidAmt022917
IRS990/PYTotalExpensesAmt0435122
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0623821
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0158501
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0319896
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0376613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0127513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0201665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0843542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0201960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0201396
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0270765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0139340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0166294
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0979755
IRS990ScheduleA/PublicSupportCY170Pct00.39300
IRS990ScheduleA/PublicSupportPY170Pct00.33210
IRS990ScheduleA/PublicSupportTotal170Amt0716474
IRS990ScheduleA/SubstantialContributorsTotAmt0127068
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055331
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0376613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0127513
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0201665
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082420
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0843542
IRS990ScheduleA/TotalSupportAmt01823297
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/AdministrativeExpensesAmt048103
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02640652
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt04625
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02914417
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt046050
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0363293
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt048040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03048678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0111303
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02640652
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt046800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-424489
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt083525
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02883267
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06941
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03048678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt054850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0296845
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt046296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02664102
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0113389
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02883267
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0124054
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0276126
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt045721
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02354589
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt031910
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02664102
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt072800
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0396124
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0216726
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0290976
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0470540
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/RevenueNotReportedAmt0290976
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0375227
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AND THAT HAS BEEN DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE FUNDS HAVE BEEN ESTABLISHED TO BENEFIT THE RESIDENTS OF THE COMMUNITY. THE MAJORITY ARE SCHOLARSHIPS FUNDS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2 :
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4 :
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0216726
IRS990ScheduleD/TotalLiabilityAmt0470540
IRS990ScheduleD/TotalRevenuePerForm990Amt0375227
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0666203
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0216726
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/RecipientTable/CashGrantAmt05500
IRS990ScheduleI/RecipientTable/CashGrantAmt114000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt37800
IRS990ScheduleI/RecipientTable/CashGrantAmt46750
IRS990ScheduleI/RecipientTable/CashGrantAmt56000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KALAMAZOO VALLEY COMMUNITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1RIVER COUNTRY SPORTS COMMISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THREE RIVERS AREA CHAMBER OF COMMERCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THREE RIVERS ROTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF MICHIGAN ANN ARBOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WESTERN MICHIGAN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0382307720
IRS990ScheduleI/RecipientTable/RecipientEIN1831138929
IRS990ScheduleI/RecipientTable/RecipientEIN2381256372
IRS990ScheduleI/RecipientTable/RecipientEIN3386091791
IRS990ScheduleI/RecipientTable/RecipientEIN4386006309
IRS990ScheduleI/RecipientTable/RecipientEIN5386007327
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06767 W O AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11607 N MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21116 N MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 245
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4500 S STATE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51903 W MICHIGAN AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KALAMAZOO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3THREE RIVERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ANN ARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm5KALAMAZOO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049009
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd149093

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$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