Civic Intelligence

Calhoun County Guardian

990 • Fiscal year 2019 • EIN 38-2282034

Oct 01, 2018 to Sep 30, 2019 • Filed on May 31, 2020

Organization ProfileWWW.YOURGUARDIAN.ORG

View Organization Page

693 Capital Ave SW Unit 3Battle Creek, MI 49015

(269) 963-3253

Siviq Scores

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

Liabilities / Assets

91st percentile

0.94x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

6.92x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

37th percentile

0.1%

Higher net margin than 37% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

19th percentile

$89,298

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

0.3%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$11,617,755

Up $1,359,208 (+13%) from 2018

Net Assets

Up

$695,238

Up $2,128 (+0.3%) from 2018

Liabilities

Up

$10,922,517

Up $1,357,080 (+14%) from 2018

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin37th percentile

Revenue

Up

$1,578,064

Up $3,973 (+0.3%) from 2018

Expenses

Up

$1,575,936

Up $45,904 (+3.0%) from 2018

Net Income

Down

$2,128

Down $41,931 (-95%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$15M$10M$5.0M$0Assets 2010: $12,188,835Liabilities 2010: $11,658,056Net Assets 2010: $530,7792010Assets 2011: $9,868,280Liabilities 2011: $9,299,248Net Assets 2011: $569,0322011Assets 2012: $9,522,037Liabilities 2012: $8,938,808Net Assets 2012: $583,2292012Assets 2013: $9,905,852Liabilities 2013: $9,414,735Net Assets 2013: $491,1172013Assets 2014: $9,024,330Liabilities 2014: $8,414,228Net Assets 2014: $610,1022014Assets 2015: $8,823,825Liabilities 2015: $8,315,282Net Assets 2015: $508,5432015Assets 2016: $9,366,969Liabilities 2016: $8,974,553Net Assets 2016: $392,4162016Assets 2017: $9,794,623Liabilities 2017: $9,147,953Net Assets 2017: $646,6702017Assets 2018: $10,258,547Liabilities 2018: $9,565,437Net Assets 2018: $693,1102018Assets 2019: $11,617,755Liabilities 2019: $10,922,517Net Assets 2019: $695,2382019Assets 2020: $10,913,583Liabilities 2020: $10,211,826Net Assets 2020: $701,7572020Assets 2021: $10,816,609Liabilities 2021: $9,972,655Net Assets 2021: $843,9542021Assets 2022: $11,877,488Liabilities 2022: $11,195,974Net Assets 2022: $681,5142022Assets 2023: $13,235,165Liabilities 2023: $12,534,862Net Assets 2023: $700,3032023Assets 2024: $12,915,339Liabilities 2024: $12,270,838Net Assets 2024: $644,5012024

Highlighted filing

2019

Assets$11,617,755
Liabilities$10,922,517
Net Assets$695,238
Open 2019 Filing

Operations Trend

Revenue Growth38th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,030,6072010Expenses 2011: $1,097,2612011Revenue 2012: $1,197,608Expenses 2012: $1,184,473Net Income 2012: $13,1352012Revenue 2013: $1,176,793Expenses 2013: $1,269,761Net Income 2013: -$92,9682013Revenue 2014: $1,463,719Expenses 2014: $1,345,538Net Income 2014: $118,1812014Revenue 2015: $1,377,640Expenses 2015: $1,473,203Net Income 2015: -$95,5632015Revenue 2016: $1,311,953Expenses 2016: $1,437,218Net Income 2016: -$125,2652016Revenue 2017: $1,678,389Expenses 2017: $1,429,587Net Income 2017: $248,8022017Revenue 2018: $1,574,091Expenses 2018: $1,530,032Net Income 2018: $44,0592018Revenue 2019: $1,578,064Expenses 2019: $1,575,936Net Income 2019: $2,1282019Revenue 2020: $1,740,995Expenses 2020: $1,734,476Net Income 2020: $6,5192020Revenue 2021: $1,984,631Expenses 2021: $1,842,434Net Income 2021: $142,1972021Revenue 2022: $1,810,904Expenses 2022: $1,919,244Net Income 2022: -$108,3402022Revenue 2023: $1,968,486Expenses 2023: $1,975,220Net Income 2023: -$6,7342023Revenue 2024: $1,873,172Expenses 2024: $1,982,860Net Income 2024: -$109,6882024

Highlighted filing

2019

Revenue$1,578,064
Expenses$1,575,936
Net Income$2,128
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
May 31, 2020
Return Version
2018v3.2
Gross Receipts
$1,578,064
Mission and Program Overview

Mission

We benefit the community by providing financial stewardship and advocacy services to people in need. We promote the optimum independence and economic self-sufficiency of those we serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$434,604$465,904▲ $31,300
Investments in Publicly Traded Securities$165,811$154,999▼ $10,812
Accounts Receivable$96,970$80,294▼ $16,676
Land, Buildings, and Equipment, Net$78,441$62,679▼ $15,762
Prepaid Expenses and Deferred Charges$37,775$36,709▼ $1,066
Cash and Non-Interest-Bearing Accounts$308$250▼ $58
Total Assets$10,258,547$11,617,755▲ $1,359,208
Other Assets Total$9,444,638$10,816,920▲ $1,372,282
Liabilities
Escrow Account Liability$9,236,856$10,585,323▲ $1,348,467
Other Liabilities$194,037$217,498▲ $23,461
Accounts Payable and Accrued Expenses$134,544$119,696▼ $14,848
Total Liabilities$9,565,437$10,922,517▲ $1,357,080
Net Assets / Fund Balance
Unrestricted Net Assets$655,977$675,169▲ $19,192
Temporarily Rstr Net Assets$37,133$20,069▼ $17,064
Total Net Assets Fund Balance$693,110$695,238▲ $2,128
Total Liabilities and Net Assets / Fund Balance$10,258,547$11,617,755▲ $1,359,208

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$44,410$74,394$118,804
Leasehold Improvements$18,269$2,981$21,250
Other Assets Org$2,628--
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert CopelandEd/CEOFT$82,664$6,634$89,298

Board Members and Trustees

NameTitle
Lisa WillcuttPresident
David LucasBoard Member
Marilyn RobinsonBoard Member
Raymond SawyerBoard Member
Rebecca PlichtaBoard Member
Sarah RussellBoard Member
Scott BaxterBoard Member
Susan MccloskeyBoard Member
Laurie BrownSecretary
Gene DillenbeckTreasurer
Mark CassinoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$61,325
Program Service Revenue
$1,503,965
Investment Income
$12,774
Other Revenue
$0
All Other Contributions
$61,325
Change in Net Assets
$2,128

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,578,064
Total Revenue per Audited Statements
$1,578,064
Total Revenue per Form 990
$1,578,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,158,437
Other Expenses$417,499
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$853,641$28,723-$882,364
Other Employee Benefits$110,591$8,114-$118,705
Occupancy$99,720$5,382-$105,102
Current Officers, Directors, Trustees, and Key Employees$22,324$66,973-$89,297
Payroll Taxes$61,200$6,871-$68,071
Office Expenses$46,551$2,512-$49,063
Information Technology$44,034$2,376-$46,410
Travel$43,430$1,029-$44,459
Fees for Services Accounting-$24,668-$24,668
Depreciation Depletion$21,773$1,175-$22,948
Insurance-$19,707-$19,707
Conferences and Meetings$12,293$2,681-$14,974
Fees for Services Other-$7,274-$7,274
Other Expenses$1,859$3,702-$5,561
Fees for Services Legal$5,500--$5,500
All Other Expenses$3,102$1,203-$4,305
Advertising-$2,326-$2,326
Total Functional Expenses$1,364,957$210,979$0$1,575,936

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,575,936
Total Expenses per Audited Statements$1,575,936
Total Expenses per Form 990$1,575,936
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberFuneral & CremationNo$17,688
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$217,498
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“During the year, the organization discovered an employee diverted funds from client accounts for personal use. Diverted funds totalled more than 100,000. All client accounts are in the process of being reimbursed in full using the organization's own funds and proceeds from an insurance claim. The employee was terminated and the organization has implemented procedures to ensure that such a diversion does not happen again.”

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

“The 990 is reviewed by the finance committee, then the executive committee, and last by the board for final review and approval.”

Form 990, Page 6, Part VI, Line 12C

“Board members are required to disclose any known conflicts to the board which will be noted in the minutes for that meeting. The member will leave the meeting during any discussions of the conflicting matter and shall not vote. The board member shall be obligated to disclose to the other members any reason known to that member why the contract or other transaction is not in the best interests of the agency.”

Form 990, Page 6, Part VI, Line 15A

“The agency will follow the "rebuttable presumption procedure" in assessing executive compensation. The executive committee of the board is responsible for following the procedure, and will ensure that there is adequate documentation in the personnel files to prove that the procedure has been followed.”

Form 990, Page 6, Part VI, Line 19

“Available on guidestar and upon request at the corporate office.”

Filing and Contact Details

Filer

Filer Name
Calhoun County Guardian
EIN
38-2282034
Phone
2699633253
Address
693 CAPITAL AVE SW UNIT 3, BATTLE CREEK, MI 49015
Doing Business As
Guardian Finance & Advocacy Service

Signing Officer

Name
Robert Copeland
Title
Ed/CEO
Phone
2699633253
Signed
2020-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Copeland
Formed
1966
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
38
Volunteers
7

Preparer

Firm
Jansen Valk Thompson & Reahm Pc
Address
7171 STADIUM DR, KALAMAZOO, MI 49009-4943
Preparer
Rhonda L Newman
Phone
2693817600
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The organization acts as fiduciary for client cash held in financial institutions and investments held in the name of clients at investment companies.”

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IRS990/MissionDesc0WE BENEFIT THE COMMUNITY BY PROVIDING FINANCIAL STEWARDSHIP AND ADVOCACY SERVICES TO PEOPLE IN NEED. WE PROMOTE THE OPTIMUM INDEPENDENCE AND ECONOMIC SELF-SUFFICIENCY OF THOSE WE SERVE.
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IRS990/OfficeExpensesGrp/TotalAmt049063
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08114
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0110591
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IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt124160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2385
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33702
IRS990/OtherExpensesGrp/ProgramServicesAmt031811
IRS990/OtherExpensesGrp/ProgramServicesAmt17128
IRS990/OtherExpensesGrp/ProgramServicesAmt21859
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IRS990/OtherExpensesGrp/TotalAmt124160
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06871
IRS990/PayrollTaxesGrp/ProgramServicesAmt061200
IRS990/PayrollTaxesGrp/TotalAmt068071
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036709
IRS990/PrincipalOfficerNm0ROBERT COPELAND
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1CONTRACT BILLINGS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1128894
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1128894
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0155012
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IRS990/PYRevenuesLessExpensesAmt044059
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IRS990/PYTotalRevenueAmt01574091
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IRS990/ReconcilationRevenueExpnssAmt02128
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01503965
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0434604
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0465904
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0369131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0163222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0843547
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012774
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02606
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01905
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01503965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01403198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01301946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01215418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01209850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06634377
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02606
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01905
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029072
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99610
IRS990ScheduleA/PublicSupportPY509Pct00.99760
IRS990ScheduleA/PublicSupportTotal509Amt07477924
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01565290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01558210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01671077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01310275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01373072
IRS990ScheduleA/Total509Grp/TotalAmt07477924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01578064
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01564591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01676483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01312881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01374977
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07506996
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt044410
IRS990ScheduleD/EquipmentGrp/DepreciationAmt074394
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118804
IRS990ScheduleD/ExpensesSubtotalAmt01575936
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt018269
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02981
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt021250
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010585323
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1217498
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt211471
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt32628
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FUNDS HELD FOR CLIENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ASSETS HELD FOR KALAMAZOO CDCU
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2BENEFICIAL INTEREST - BC COMM. FDN.
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0217498
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCES
IRS990ScheduleD/RevenueSubtotalAmt01578064
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACTS AS FIDUCIARY FOR CLIENT CASH HELD IN FINANCIAL INSTITUTIONS AND INVESTMENTS HELD IN THE NAME OF CLIENTS AT INVESTMENT COMPANIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt010816920
IRS990ScheduleD/TotalExpensesPerForm990Amt01575936
IRS990ScheduleD/TotalLiabilityAmt0217498
IRS990ScheduleD/TotalRevenuePerForm990Amt01578064
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01578064
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IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0BAXTER FUNERAL & CREMATION SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt017688
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FUNERAL & CREMATION
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE YEAR, THE ORGANIZATION DISCOVERED AN EMPLOYEE DIVERTED FUNDS FROM CLIENT ACCOUNTS FOR PERSONAL USE. DIVERTED FUNDS TOTALLED MORE THAN 100,000. ALL CLIENT ACCOUNTS ARE IN THE PROCESS OF BEING REIMBURSED IN FULL USING THE ORGANIZATION'S OWN FUNDS AND PROCEEDS FROM AN INSURANCE CLAIM. THE EMPLOYEE WAS TERMINATED AND THE ORGANIZATION HAS IMPLEMENTED PROCEDURES TO ENSURE THAT SUCH A DIVERSION DOES NOT HAPPEN AGAIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, THEN THE EXECUTIVE COMMITTEE, AND LAST BY THE BOARD FOR FINAL REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY KNOWN CONFLICTS TO THE BOARD WHICH WILL BE NOTED IN THE MINUTES FOR THAT MEETING. THE MEMBER WILL LEAVE THE MEETING DURING ANY DISCUSSIONS OF THE CONFLICTING MATTER AND SHALL NOT VOTE. THE BOARD MEMBER SHALL BE OBLIGATED TO DISCLOSE TO THE OTHER MEMBERS ANY REASON KNOWN TO THAT MEMBER WHY THE CONTRACT OR OTHER TRANSACTION IS NOT IN THE BEST INTERESTS OF THE AGENCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AGENCY WILL FOLLOW THE "REBUTTABLE PRESUMPTION PROCEDURE" IN ASSESSING EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR FOLLOWING THE PROCEDURE, AND WILL ENSURE THAT THERE IS ADEQUATE DOCUMENTATION IN THE PERSONNEL FILES TO PROVE THAT THE PROCEDURE HAS BEEN FOLLOWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE ON GUIDESTAR AND UPON REQUEST AT THE CORPORATE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,617,755
Liabilities
$10,922,517
Net assets
$695,238
Revenue
$1,578,064
Expenses
$1,575,936
Net income
$2,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$12.3$0.64$1.87$1.98$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$12.5$0.70$1.97$1.98$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$11.2$0.68$1.81$1.92$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$9.97$0.84$1.98$1.84$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$10.2$0.70$1.74$1.73$0.01
2019Detailed filing. Detailed filing data is available for this year.$11.6$10.9$0.70$1.58$1.58$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$9.57$0.69$1.57$1.53$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.79$9.15$0.65$1.68$1.43$0.25
2016Detailed filing. Detailed filing data is available for this year.$9.37$8.97$0.39$1.31$1.44$0.13
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.82$8.32$0.51$1.38$1.47$0.10
2014Detailed filing. Detailed filing data is available for this year.$9.02$8.41$0.61$1.46$1.35$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.91$9.41$0.49$1.18$1.27$0.09
2012Summary only. Only limited summary data is available for this year.$9.52$8.94$0.58$1.20$1.18$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.87$9.30$0.57$1.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$11.7$0.53$1.03