Civic Intelligence

Oakland Hills Caddy Scholarship Trust Oakland Hills Country Club

990 • Fiscal year 2018 • EIN 38-2149813

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 05, 2019

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

18th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

7th percentile

-46%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

13th percentile

-10%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-27%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,905,974

Down $222,021 (-10%) from 2017

Net Assets

Down

$1,903,802

Down $223,354 (-11%) from 2017

Liabilities

Up

$2,172

Up $1,333 (+159%) from 2017

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin7th percentile

Revenue

Down

$189,311

Down $71,579 (-27%) from 2017

Expenses

Up

$275,485

Up $128,115 (+87%) from 2017

Net Income

Down

-$86,174

Down $199,694 (-176%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2018

Assets$1,905,974
Liabilities$2,172
Net Assets$1,903,802
Open 2018 Filing

Operations Trend

Revenue Growth11th 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

2018

Revenue$189,311
Expenses$275,485
Net Income-$86,174
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 5, 2019
Return Version
2018v3.1
Gross Receipts
$976,255
Mission and Program Overview

Mission

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

Provide scholarships and financial assistance to caddys, employees and immediate family members of employees who work at oakland hills country club. Provide grants to other organizations related to oakland hills country club.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,991,546$1,656,504▼ $335,042
Cash and Non-Interest-Bearing Accounts$136,449$185,245▲ $48,796
Total Assets$2,127,995$1,905,974▼ $222,021
Other Assets Total-$64,225-
Liabilities
Other Liabilities$839$2,172▲ $1,333
Total Liabilities$839$2,172▲ $1,333
Net Assets / Fund Balance
Unrestricted Net Assets$2,127,156$1,903,802▼ $223,354
Total Net Assets Fund Balance$2,127,156$1,903,802▼ $223,354
Total Liabilities and Net Assets / Fund Balance$2,127,995$1,905,974▼ $222,021
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$56,149
Program Service Revenue
$0
Investment Income
$70,713
Other Revenue
$62,449
All Other Contributions
$56,149
Change in Net Assets
$-86,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,485
Grants and Similar Amounts Paid$117,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$142,628-$142,628
Grants to Domestic Individuals$117,000--$117,000
Fees for Service Investment Mgmnt Fees-$10,754-$10,754
Fees for Services Other-$5,103-$5,103
Total Functional Expenses$117,000$158,485$0$275,485
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,281
Fundraising Direct Expenses$37,832
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundrai$62,750$62,750$26,018$36,732
Golf Tournament$37,531$37,531$11,814$25,717
Total Events$100,281$100,281$37,832$62,449
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 to Affiliated Company$2,172
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 5

“Misappropriation of funds by a discqualified person in the current tax year was discovered in 2019.”

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
2019-09-05
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
Volunteers
8

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 - ORGANIZATION'S MISSION

“Provide scholarships and financial assistance to caddys, employees and immediate family members of employees who work at oakland hills country club. Provide grants to other organizations related to oakland hills country club.”

Form 990, Part XI, Line 9

“Unrealized loss on securities -137,180”

Raw XML Appendix368 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990ScheduleD/TotalLiabilityAmt02172
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037832
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0100281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt037531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0100281
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt062449
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037832
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026018
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011814
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0117000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt042
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/PersonNm0CRAIG A MAASS
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/RlnDisqualifiedPersonOrgTxt0PRESIDENT
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd0false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionDesc0MISAPPROPRIATION OF FUNDS
IRS990ScheduleL/TaxImposedAmt035657
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO CADDYS, EMPLOYEES AND IMMEDIATE FAMILY MEMBERS OF EMPLOYEES WHO WORK AT OAKLAND HILLS COUNTRY CLUB. PROVIDE GRANTS TO OTHER ORGANIZATIONS RELATED TO OAKLAND HILLS COUNTRY CLUB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISAPPROPRIATION OF FUNDS BY A DISCQUALIFIED PERSON IN THE CURRENT TAX YEAR WAS DISCOVERED IN 2019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE PRESIDENT OF THE TRUST PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4UNREALIZED LOSS ON SECURITIES -137,180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02127995
IRS990/TotalAssetsEOYAmt01905974
IRS990/TotalAssetsGrp/BOYAmt02127995
IRS990/TotalAssetsGrp/EOYAmt01905974
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt056149
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0158485
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0275485
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0839
IRS990/TotalLiabilitiesEOYAmt02172
IRS990/TotalLiabilitiesGrp/BOYAmt0839
IRS990/TotalLiabilitiesGrp/EOYAmt02172
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02127156
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01903802
IRS990/TotalProgramServiceExpensesAmt0117000
IRS990/TotalRevenueGrp/ExclusionAmt097908
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035254
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0189311
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02127995
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01905974
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02127156
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01903802
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG A MAASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02486464932
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-05
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
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.79.208.98
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:00:37
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/PreparationDt02019-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE W SMITH IV
ReturnHeader/ReturnTs02019-11-14T12:00:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,905,974
Liabilities
$2,172
Net assets
$1,903,802
Revenue
$189,311
Expenses
$275,485
Net income
-$86,174
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