Civic Intelligence

Suncrest Auxiliary Inc

EIN 38-2207932 • 501(c)3 • North Branch, MI

Profile

Promote activities for residents

5120 Burnside RoadNorth Branch, MI 48461
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

6.5%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$159,595

Up $9,769 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$159,595

Up $9,769 (+6.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin74th percentile

Revenue

Down

$49,392

Down $12,239 (-20%) from 2023

Expenses

Down

$39,623

Down $18,302 (-32%) from 2023

Net Income

Up

$9,769

Up $6,063 (+164%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $27,809Liabilities 2011: $02011Assets 2012: $35,880Liabilities 2012: $02012Assets 2013: $86,173Liabilities 2013: $02013Assets 2014: $103,309Liabilities 2014: $02014Assets 2015: $106,193Liabilities 2015: $02015Assets 2016: $121,618Liabilities 2016: $02016Assets 2017: $140,087Liabilities 2017: $02017Assets 2018: $130,272Liabilities 2018: $02018Assets 2019: $127,389Liabilities 2019: $02019Assets 2020: $147,370Liabilities 2020: $02020Assets 2021: $150,772Liabilities 2021: $0Net Assets 2021: $150,7722021Assets 2022: $146,120Liabilities 2022: $0Net Assets 2022: $146,1202022Assets 2023: $149,826Liabilities 2023: $0Net Assets 2023: $149,8262023Assets 2024: $159,595Liabilities 2024: $0Net Assets 2024: $159,5952024

Highlighted filing

2024

Assets$159,595
Liabilities$0
Net Assets$159,595
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $13,072Expenses 2011: $21,492Net Income 2011: -$8,4202011Revenue 2012: $15,835Expenses 2012: $7,764Net Income 2012: $8,0712012Revenue 2013: $43,645Expenses 2013: $46,666Net Income 2013: -$3,0212013Revenue 2014: $56,129Expenses 2014: $38,993Net Income 2014: $17,1362014Revenue 2015: $54,643Expenses 2015: $51,759Net Income 2015: $2,8842015Revenue 2016: $61,864Expenses 2016: $46,439Net Income 2016: $15,4252016Revenue 2017: $64,893Expenses 2017: $46,424Net Income 2017: $18,4692017Revenue 2018: $65,669Expenses 2018: $75,484Net Income 2018: -$9,8152018Revenue 2019: $76,072Expenses 2019: $78,955Net Income 2019: -$2,8832019Revenue 2020: $64,379Expenses 2020: $44,398Net Income 2020: $19,9812020Revenue 2021: $57,195Expenses 2021: $53,793Net Income 2021: $3,4022021Revenue 2022: $39,094Expenses 2022: $43,746Net Income 2022: -$4,6522022Revenue 2023: $61,631Expenses 2023: $57,925Net Income 2023: $3,7062023Revenue 2024: $49,392Expenses 2024: $39,623Net Income 2024: $9,7692024

Highlighted filing

2024

Revenue$49,392
Expenses$39,623
Net Income$9,769
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$159,595
Liabilities
$0
Net assets
$159,595
Revenue
$49,392
Expenses
$39,623
Net income
$9,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.49$0.40$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.62$0.58$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.39$0.44$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.57$0.54$0.03
2020Summary only. Only limited summary data is available for this year.$1.47$0.00$0.64$0.44$0.20
2019Summary only. Only limited summary data is available for this year.$1.27$0.00$0.76$0.79$0.03
2018Summary only. Only limited summary data is available for this year.$1.30$0.00$0.66$0.75$0.10
2017Summary only. Only limited summary data is available for this year.$1.40$0.00$0.65$0.46$0.18
2016Summary only. Only limited summary data is available for this year.$1.22$0.00$0.62$0.46$0.15
2015Summary only. Only limited summary data is available for this year.$1.06$0.00$0.55$0.52$0.03
2014Summary only. Only limited summary data is available for this year.$1.03$0.00$0.56$0.39$0.17
2013Summary only. Only limited summary data is available for this year.$0.86$0.00$0.44$0.47$0.03
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$0.16$0.08$0.08
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$0.13$0.21$0.08
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 11, 2023
Return Version
2022v5.0
Gross Receipts
$39,094
Mission and Program Overview

Mission

Enhance the residence life.

Promote activities for residents

Program Services

DescriptionGrantsExpenses
Purchased furniture to be used by residents and family members-$3,025
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY SHOCKEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Suncrest Auxiliary Inc
EIN
38-2207932
In Care Of
% Judy Shockey
Phone
8106882184
Address
5120 Burnside Road, North Branch, MI 48461

Signing Officer

Name
Judy Shockey
Title
Treasurer
Phone
8106882184
Signed
2023-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Michele S Perry
Phone
8106271025
Supplemental Narrative

Additional Explanations

Part I Line 16

“Insurance $500.00”

Part I Line 16

“Entertainment $3844.00”

Part I Line 16

“Transportation $79.00”

Part I Line 16

“Furniture $3025.00”

Part I Line 16

“Fundraiser Exp $35937.00”

Part I Line 16

“Miscellaneous $126.00”

Part I Line 16

“Dues $175.00”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JUDY SHOCKEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08106882184
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05120 Burnside Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0North Branch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048461
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0150772
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0146120
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032846
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4652
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0150772
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0146120
IRS990EZ/GrossReceiptsAmt039094
IRS990EZ/InvestmentIncomeAmt06248
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0150772
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0146120
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0150772
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0146120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY SHOCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt043686
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote activities for residents
IRS990EZ/PrintingPublicationsPostageAmt060
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchased furniture to be used by residents and family members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03025
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt043746
IRS990EZ/TotalProgramServiceExpensesAmt03025
IRS990EZ/TotalRevenueAmt039094
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt069196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0272802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05704
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05665
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029607
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90210
IRS990ScheduleA/PublicSupportPY170Pct00.92000
IRS990ScheduleA/PublicSupportTotal170Amt0272802
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt051491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt069196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060004
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0272802
IRS990ScheduleA/TotalSupportAmt0302409
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $500.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Entertainment $3844.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Transportation $79.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Furniture $3025.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fundraiser Exp $35937.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous $126.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues $175.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY SHOCKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08106882184
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Suncrest Auxiliary Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUNC
ReturnHeader/Filer/EIN0382207932
ReturnHeader/Filer/InCareOfNm0% Judy Shockey
ReturnHeader/Filer/PhoneNum08106882184
ReturnHeader/Filer/USAddress/AddressLine1Txt05120 Burnside Road
ReturnHeader/Filer/USAddress/CityNm0North Branch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048461
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerPersonGrp/PhoneNum08106271025
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE S PERRY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-11T10:30:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHOCKEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.