Civic Intelligence

Oakland Hills Caddy Scholarship Trust Oakland Hills Country Club

990 • Fiscal year 2017 • EIN 38-2149813

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-5.8%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$2,127,995

Up $235,674 (+12%) from 2016

Net Assets

Up

$2,127,156

Up $234,835 (+12%) from 2016

Liabilities

Up

$839

Up $839 from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin89th percentile

Revenue

Down

$260,890

Down $16,148 (-5.8%) from 2016

Expenses

Up

$147,370

Up $47,085 (+47%) from 2016

Net Income

Down

$113,520

Down $63,233 (-36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2017

Assets$2,127,995
Liabilities$839
Net Assets$2,127,156
Open 2017 Filing

Operations Trend

Revenue Growth25th 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

2017

Revenue$260,890
Expenses$147,370
Net Income$113,520
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$915,418
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$1,609,737$1,991,546▲ $381,809
Cash and Non-Interest-Bearing Accounts$239,879$136,449▼ $103,430
Accounts Receivable$14,976--
Total Assets$1,864,592$2,127,995▲ $263,403
Liabilities
Other Liabilities-$839-
Total Liabilities$0$839▲ $839
Net Assets / Fund Balance
Unrestricted Net Assets$1,864,592$2,127,156▲ $262,564
Total Net Assets Fund Balance$1,864,592$2,127,156▲ $262,564
Total Liabilities and Net Assets / Fund Balance$1,864,592$2,127,995▲ $263,403
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Craig a MaassPresident
Bob CubbinsDirector
Paul ZimmermanDirector
Sean MilfordDirector
Sean RitchlinDirector
John LesswaySecretary
Jeff SheehanTreasurer
Sharon KarryVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$72,752
Program Service Revenue
$0
Investment Income
$36,253
Other Revenue
$151,885
All Other Contributions
$72,752
Change in Net Assets
$113,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$130,520
Other Expenses$16,850
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$130,520--$130,520
Fees for Service Investment Mgmnt Fees-$9,972-$9,972
Fees for Services Other-$6,878-$6,878
Total Functional Expenses$130,520$16,850$0$147,370
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$613,486
Fundraising Direct Expenses$461,601
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Speaker Event$569,671$569,671$448,095$121,576
Golf Tournament$43,815$43,815$13,506$30,309
Total Events$613,486$613,486$461,601$151,885
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due From Affiliated Company$839
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Craig a Maass
Title
President
Phone
2486464932
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig a Maass
Formed
1977
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
George W Smith & Company Pc
Address
29229 NORTHWESTERN HWY, SOUTHFIELD, MI 48034-1024
Preparer
George W Smith Iv
Phone
2483543177
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain on securities 149,044”

Raw XML Appendix345 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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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/ExplanationTxt2UNREALIZED GAIN ON SECURITIES 149,044
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 XI, LINE 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01864592
IRS990/TotalAssetsEOYAmt02127995
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IRS990/TotalContributionsAmt072752
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016850
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130520
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147370
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0839
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0839
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01864592
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02127156
IRS990/TotalProgramServiceExpensesAmt0130520
IRS990/TotalRevenueGrp/ExclusionAmt0187361
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0777
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260890
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01864592
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02127995
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IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
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IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG A MAASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02486464932
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00554ADF17C055A701790EA076ED89219020BE3B6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00554ADF17C055A701790EA076ED89219020BE3B6
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.79.208.98
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:28:19
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/PhoneNum02483543177
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE W SMITH IV
ReturnHeader/ReturnTs02018-11-14T17:28:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,127,995
Liabilities
$839
Net assets
$2,127,156
Revenue
$260,890
Expenses
$147,370
Net income
$113,520
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