Civic Intelligence

Oakland Hills Caddy Scholarship Trust Oakland Hills Country Club

990 • Fiscal year 2015 • EIN 38-2149813

May 01, 2014 to Apr 30, 2015 • Filed on Oct 31, 2015

Organization ProfileN/A
3951 West Maple RoadBloomfield Hills, MI 48301

(248) 646-4932

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

217%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,740,836

Up $356,452 (+26%) from 2014

Net Assets

Up

$1,740,836

Up $567,856 (+48%) from 2014

Liabilities

Down

$0

Down $211,404 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin95th percentile

Revenue

Up

$810,393

Up $554,386 (+217%) from 2014

Expenses

Up

$263,666

Up $179,442 (+213%) from 2014

Net Income

Up

$546,727

Up $374,944 (+218%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $832,036Liabilities 2011: $20,563Net Assets 2011: $811,4732011Assets 2012: $822,185Liabilities 2012: $1,167Net Assets 2012: $821,0182012Assets 2013: $965,320Liabilities 2013: $0Net Assets 2013: $965,3202013Assets 2014: $1,384,384Liabilities 2014: $211,404Net Assets 2014: $1,172,9802014Assets 2015: $1,740,836Liabilities 2015: $0Net Assets 2015: $1,740,8362015Assets 2016: $1,892,321Liabilities 2016: $0Net Assets 2016: $1,892,3212016Assets 2017: $2,127,995Liabilities 2017: $839Net Assets 2017: $2,127,1562017Assets 2018: $1,905,974Liabilities 2018: $2,172Net Assets 2018: $1,903,8022018Assets 2019: $1,818,657Liabilities 2019: $0Net Assets 2019: $1,818,6572019Assets 2020: $2,598,927Liabilities 2020: $0Net Assets 2020: $2,598,9272020Assets 2021: $2,845,182Liabilities 2021: $0Net Assets 2021: $2,845,1822021Assets 2022: $2,753,582Liabilities 2022: $0Net Assets 2022: $2,753,5822022Assets 2023: $3,684,028Liabilities 2023: $0Net Assets 2023: $3,684,0282023Assets 2024: $3,867,738Liabilities 2024: $0Net Assets 2024: $3,867,7382024

Highlighted filing

2015

Assets$1,740,836
Liabilities$0
Net Assets$1,740,836
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $187,5862011Expenses 2012: $73,6122012Revenue 2013: $248,813Expenses 2013: $103,011Net Income 2013: $145,8022013Revenue 2014: $256,007Expenses 2014: $84,224Net Income 2014: $171,7832014Revenue 2015: $810,393Expenses 2015: $263,666Net Income 2015: $546,7272015Revenue 2016: $277,038Expenses 2016: $100,285Net Income 2016: $176,7532016Revenue 2017: $260,890Expenses 2017: $147,370Net Income 2017: $113,5202017Revenue 2018: $189,311Expenses 2018: $275,485Net Income 2018: -$86,1742018Revenue 2019: $362,466Expenses 2019: $688,646Net Income 2019: -$326,1802019Revenue 2020: $967,061Expenses 2020: $241,319Net Income 2020: $725,7422020Revenue 2021: $272,786Expenses 2021: $166,087Net Income 2021: $106,6992021Revenue 2022: $490,616Expenses 2022: $198,228Net Income 2022: $292,3882022Revenue 2023: $842,546Expenses 2023: $222,085Net Income 2023: $620,4612023Revenue 2024: $305,743Expenses 2024: $309,349Net Income 2024: -$3,6062024

Highlighted filing

2015

Revenue$810,393
Expenses$263,666
Net Income$546,727
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Oct 31, 2015
Return Version
2014v5.0
Gross Receipts
$1,194,285
Mission and Program Overview

Mission

Provide college scholarship grants to oakland hills country club employees. Provide grants to other deserving organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$967,285$1,269,610▲ $302,325
Cash and Non-Interest-Bearing Accounts$118,640$383,250▲ $264,610
Accounts Receivable$298,459$87,976▼ $210,483
Total Assets$1,384,384$1,740,836▲ $356,452
Liabilities
Other Liabilities$211,404--
Total Liabilities$211,404$0▼ $211,404
Net Assets / Fund Balance
Unrestricted Net Assets$1,172,980$1,740,836▲ $567,856
Total Net Assets Fund Balance$1,172,980$1,740,836▲ $567,856
Total Liabilities and Net Assets / Fund Balance$1,384,384$1,740,836▲ $356,452
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jeffrey K ChristianPresident
Bob CubbinsDirector
Graham WilliamsDirector
Kurt SmithDirector
Sharon KarryDirector
Cathie LarkinSecretary
Gary AndrusTreasurer
Craig a MaassVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Washington Speakers BureauSpeaker Fees1663 PRINCE STREET, Alexandria, VA 22314$175,000
Revenue and Support

Revenue Composition

Contributions and Grants
$210,862
Program Service Revenue
$0
Investment Income
$48,690
Other Revenue
$550,841
All Other Contributions
$210,862
Change in Net Assets
$546,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,459
Total Fundraising Expense$175,000
Grants and Similar Amounts Paid$73,207
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$2,080$175,000$177,080
Grants to Domestic Individuals$68,207--$68,207
Fees for Service Investment Mgmnt Fees-$13,379-$13,379
Grants to Domestic Orgs$5,000--$5,000
Total Functional Expenses$73,207$15,459$175,000$263,666
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$801,150
Fundraising Direct Expenses$250,309
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Speaker Event$800,400$800,400-$800,400
Total Events$800,400$800,400$248,695$551,705
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the president of the trust prior to filing.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, financial statements and form 990 of the trust are available upon request at oakland hills country club, 3951 west maple road bloomfield hills, michigan 48301.”

Filing and Contact Details

Filer

Filer Name
Oakland Hills Caddy
EIN
38-2149813
Phone
2486464932
Address
3951 WEST MAPLE ROAD, BLOOMFIELD HILLS, MI 48301

Signing Officer

Name
Jeffrey K Christian
Title
President
Phone
2486464932
Signed
2015-10-31

Organization Details

Principal Officer
Jeffrey Christian
Formed
1977
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
12

Preparer

Firm
George W Smith & Company Pc
Address
29229 NORTHWESTERN HWY, SOUTHFIELD, MI 48034-1024
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative expenses 0 2,080 0 speaker event speaker fees 0 0 175,000”

Raw XML Appendix357 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.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0248695
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPEAKER EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0248695
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0248695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0800400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0800400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0800400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0800400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0551705
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt068207
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt037
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE PRESIDENT OF THE TRUST PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 OF THE TRUST ARE AVAILABLE UPON REQUEST AT OAKLAND HILLS COUNTRY CLUB, 3951 WEST MAPLE ROAD BLOOMFIELD HILLS, MICHIGAN 48301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE EXPENSES 0 2,080 0 SPEAKER EVENT SPEAKER FEES 0 0 175,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01384384
IRS990/TotalAssetsEOYAmt01740836
IRS990/TotalAssetsGrp/BOYAmt01384384
IRS990/TotalAssetsGrp/EOYAmt01740836
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IRS990/TotalContributionsAmt0210862
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0175000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015459
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073207
IRS990/TotalFunctionalExpensesGrp/TotalAmt0263666
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0211404
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0211404
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01740836
IRS990/TotalProgramServiceExpensesAmt073207
IRS990/TotalRevenueGrp/ExclusionAmt0599531
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0810393
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01384384
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01740836
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt01172980
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01740836
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03951 WEST MAPLE ROAD
IRS990/USAddress/CityNm0BLOOMFIELD HILLS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048301
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K CHRISTIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02486464932
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKLAND HILLS CADDY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OAKL
ReturnHeader/Filer/EIN0382149813
ReturnHeader/Filer/PhoneNum02486464932
ReturnHeader/Filer/USAddress/AddressLine1Txt03951 WEST MAPLE ROAD
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382220856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE W SMITH & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029229 NORTHWESTERN HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480341024
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-04
ReturnHeader/ReturnTs02015-11-04T13:49:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,740,836
Liabilities
$0
Net assets
$1,740,836
Revenue
$810,393
Expenses
$263,666
Net income
$546,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.31$0.31$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.84$0.22$0.62
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.49$0.20$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.27$0.17$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.97$0.24$0.73
2019Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.36$0.69$0.33
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.90$0.19$0.28$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.26$0.15$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.28$0.10$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.81$0.26$0.55
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.21$1.17$0.26$0.08$0.17
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.25$0.10$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.02$0.81$0.19