Civic Intelligence

Calhoun County Guardian

990 • Fiscal year 2020 • EIN 38-2282034

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 30, 2021

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.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

5.87x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

37th percentile

0.4%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$96,239

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

10th percentile

-6.1%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

10%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$10,913,583

Down $704,172 (-6.1%) from 2019

Net Assets

Up

$701,757

Up $6,519 (+0.9%) from 2019

Liabilities

Down

$10,211,826

Down $710,691 (-6.5%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin37th percentile

Revenue

Up

$1,740,995

Up $162,931 (+10%) from 2019

Expenses

Up

$1,734,476

Up $158,540 (+10%) from 2019

Net Income

Up

$6,519

Up $4,391 (+206%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2020

Assets$10,913,583
Liabilities$10,211,826
Net Assets$701,757
Open 2020 Filing

Operations Trend

Revenue Growth67th 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

2020

Revenue$1,740,995
Expenses$1,734,476
Net Income$6,519
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 30, 2021
Return Version
2019v5.0
Gross Receipts
$1,740,995
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$465,904$642,898▲ $176,994
Investments in Publicly Traded Securities$154,999$197,608▲ $42,609
Accounts Receivable$80,294$146,223▲ $65,929
Land, Buildings, and Equipment, Net$62,679$71,617▲ $8,938
Prepaid Expenses and Deferred Charges$36,709$27,462▼ $9,247
Cash and Non-Interest-Bearing Accounts$250$300▲ $50
Total Assets$11,617,755$10,913,583▼ $704,172
Other Assets Total$10,816,920$9,827,475▼ $989,445
Liabilities
Escrow Account Liability$10,585,323$9,671,220▼ $914,103
Unsecured Notes Loans Payable-$221,238-
Accounts Payable and Accrued Expenses$107,466$152,877▲ $45,411
Other Liabilities$217,498$141,606▼ $75,892
Deferred Revenue$12,230$24,885▲ $12,655
Total Liabilities$10,922,517$10,211,826▼ $710,691
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$675,169$701,357▲ $26,188
Net Assets With Donor Restrictions$20,069$400▼ $19,669
Total Net Assets Fund Balance$695,238$701,757▲ $6,519
Total Liabilities and Net Assets / Fund Balance$11,617,755$10,913,583▼ $704,172

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$55,473$60,581$116,054
Leasehold Improvements$16,144$5,106$21,250
Other Assets Org$2,628--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert CopelandEd/CEOFT$88,805$7,434$96,239

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
$81,706
Program Service Revenue
$1,630,710
Investment Income
$28,579
Other Revenue
$0
All Other Contributions
$81,706
Change in Net Assets
$6,519

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,740,995
Total Revenue per Audited Statements
$1,740,995
Total Revenue per Form 990
$1,740,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,274,345
Other Expenses$460,131
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$927,036$58,538-$985,574
Other Employee Benefits$106,780$9,924-$116,704
Occupancy$103,480$9,300-$112,780
Current Officers, Directors, Trustees, and Key Employees$24,060$72,179-$96,239
Information Technology$72,164$6,258-$78,422
Payroll Taxes$66,386$9,442-$75,828
Office Expenses$45,521$3,948-$49,469
Travel$26,892$526-$27,418
Depreciation Depletion$25,029$2,171-$27,200
Fees for Services Accounting-$25,218-$25,218
Insurance$19,486$1,690-$21,176
Conferences and Meetings$7,266$4,054-$11,320
Fees for Services Legal$8,238--$8,238
Other Expenses$4,403$3,807-$8,210
Fees for Services Other-$6,900-$6,900
All Other Expenses$3,492$1,015-$4,507
Advertising$4,081--$4,081
Total Functional Expenses$1,513,506$220,970$0$1,734,476

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,734,476
Total Expenses per Audited Statements$1,734,476
Total Expenses per Form 990$1,734,476
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$8,400
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$141,606
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 35% controlled entity
No
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 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
2021-07-30
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
40
Volunteers
4

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/LandBldgEquipCostOrOtherBssAmt0137304
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0695238
IRS990/NetAssetsOrFundBalancesEOYAmt0701757
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0701357
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IRS990/OccupancyGrp/ManagementAndGeneralAmt09300
IRS990/OccupancyGrp/ProgramServicesAmt0103480
IRS990/OccupancyGrp/TotalAmt0112780
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03948
IRS990/OfficeExpensesGrp/ProgramServicesAmt045521
IRS990/OfficeExpensesGrp/TotalAmt049469
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010816920
IRS990/OtherAssetsTotalGrp/EOYAmt09827475
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09924
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0106780
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0116704
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1SMALL FURN/EQUIP PURCHASE
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03087
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11762
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21151
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33807
IRS990/OtherExpensesGrp/ProgramServicesAmt035592
IRS990/OtherExpensesGrp/ProgramServicesAmt120322
IRS990/OtherExpensesGrp/ProgramServicesAmt213278
IRS990/OtherExpensesGrp/ProgramServicesAmt34403
IRS990/OtherExpensesGrp/TotalAmt038679
IRS990/OtherExpensesGrp/TotalAmt122084
IRS990/OtherExpensesGrp/TotalAmt214429
IRS990/OtherExpensesGrp/TotalAmt38210
IRS990/OtherLiabilitiesGrp/BOYAmt0217498
IRS990/OtherLiabilitiesGrp/EOYAmt0141606
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt058538
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0927036
IRS990/OtherSalariesAndWagesGrp/TotalAmt0985574
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09442
IRS990/PayrollTaxesGrp/ProgramServicesAmt066386
IRS990/PayrollTaxesGrp/TotalAmt075828
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt036709
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027462
IRS990/PrincipalOfficerNm0ROBERT COPELAND
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1CONTRACT BILLINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01474068
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1156642
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01474068
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1156642
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt061325
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt012774
IRS990/PYOtherExpensesAmt0417499
IRS990/PYProgramServiceRevenueAmt01503965
IRS990/PYRevenuesLessExpensesAmt02128
IRS990/PYSalariesCompEmpBnftPaidAmt01158437
IRS990/PYTotalExpensesAmt01575936
IRS990/PYTotalRevenueAmt01578064
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt06519
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01630710
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0465904
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0642898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0155012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0369131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt094857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0762031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028579
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012774
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02606
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt055746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01630710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01503965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01403198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01301946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01215418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07055237
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02606
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt055746
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99290
IRS990ScheduleA/PublicSupportPY509Pct00.99610
IRS990ScheduleA/PublicSupportTotal509Amt07817268
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01712416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01565290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01558210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01671077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01310275
IRS990ScheduleA/Total509Grp/TotalAmt07817268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01740995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01578064
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01564591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01676483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01312881
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07873014
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/BookValueAmt055473
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060581
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116054
IRS990ScheduleD/ExpensesSubtotalAmt01734476
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt016144
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05106
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt021250
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt09671220
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1141606
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt212021
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/Amt0141606
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCES
IRS990ScheduleD/RevenueSubtotalAmt01740995
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
IRS990ScheduleD/TotalBookValueLandBuildingsAmt071617
IRS990ScheduleD/TotalBookValueOtherAssetsAmt09827475
IRS990ScheduleD/TotalExpensesPerForm990Amt01734476
IRS990ScheduleD/TotalLiabilityAmt0141606
IRS990ScheduleD/TotalRevenuePerForm990Amt01740995
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01740995
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01734476
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0BAXTER FUNERAL & CREMATION SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt08400
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FUNERAL & CREMATION

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,913,583
Liabilities
$10,211,826
Net assets
$701,757
Revenue
$1,740,995
Expenses
$1,734,476
Net income
$6,519
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
2020Detailed filing. Detailed filing data is available for this year.$10.9$10.2$0.70$1.74$1.73$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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