Civic Intelligence

Suncrest Auxiliary Inc.

990EZ • Fiscal year 2023 • EIN 38-2207932

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
5120 Burnside RoadNorth Branch, MI 48461

(810) 688-2184

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

6.0%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

58%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$149,826

Up $3,706 (+2.5%) from 2022

Net Assets

Up

$149,826

Up $3,706 (+2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin55th percentile

Revenue

Up

$61,631

Up $22,537 (+58%) from 2022

Expenses

Up

$57,925

Up $14,179 (+32%) from 2022

Net Income

Up

$3,706

Up $8,358 (+180%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2023

Assets$149,826
Liabilities$0
Net Assets$149,826
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$61,631
Expenses$57,925
Net Income$3,706
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$61,631
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-$9,069
Compensation and Service Providers
Top Officer Pay78th 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
2024-11-15
Supplemental Narrative

Additional Explanations

Part I Line 16

“Entertainment $8228.00”

Part I Line 16

“Dues $675.00”

Part I Line 16

“Supplies $1131.00”

Part I Line 16

“Prizes Bingo $891.00”

Part I Line 16

“Resident furniture $9069.00”

Part I Line 16

“Fundraiser expense $37758.00”

Part I Line 16

“Miscellaneous $173.00”

Raw XML Appendix127 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/BOYAmt0146120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0149826
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055145
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03706
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0146120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0149826
IRS990EZ/GrossReceiptsAmt061631
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06486
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0149826
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0149826
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/OtherExpensesTotalAmt057925
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote activities for residents
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchased furniture to be used by residents and family members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09069
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/TotalExpensesAmt057925
IRS990EZ/TotalProgramServiceExpensesAmt09069
IRS990EZ/TotalRevenueAmt061631
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt032846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt069196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0267944
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06486
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05704
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06876
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030428
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89802
IRS990ScheduleA/PublicSupportPY170Pct00.90210
IRS990ScheduleA/PublicSupportTotal170Amt0267944
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt032846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt069196
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0267944
IRS990ScheduleA/TotalSupportAmt0298372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Entertainment $8228.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues $675.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $1131.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prizes Bingo $891.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Resident furniture $9069.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fundraiser expense $37758.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous $173.00
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY SHOCKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08106882184
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/ReturnTs02024-11-15T21:00:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,826
Liabilities
$0
Net assets
$149,826
Revenue
$61,631
Expenses
$57,925
Net income
$3,706
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
2023Detailed filing. Detailed filing data is available for this year.$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