Civic Intelligence

Calhoun County Guardian

990 • Fiscal year 2021 • EIN 38-2282034

Oct 01, 2020 to Sep 30, 2021 • Filed on Apr 21, 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

0.92x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

5.02x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

39th percentile

7.2%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$104,262

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

20th percentile

-0.9%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

14%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$10,816,609

Down $96,974 (-0.9%) from 2020

Net Assets

Up

$843,954

Up $142,197 (+20%) from 2020

Liabilities

Down

$9,972,655

Down $239,171 (-2.3%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin39th percentile

Revenue

Up

$1,984,631

Up $243,636 (+14%) from 2020

Expenses

Up

$1,842,434

Up $107,958 (+6.2%) from 2020

Net Income

Up

$142,197

Up $135,678 (+2081%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2021

Assets$10,816,609
Liabilities$9,972,655
Net Assets$843,954
Open 2021 Filing

Operations Trend

Revenue Growth53rd 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

2021

Revenue$1,984,631
Expenses$1,842,434
Net Income$142,197
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Apr 21, 2021
Return Version
2020v4.0
Gross Receipts
$1,984,631
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$642,898$567,412▼ $75,486
Investments in Publicly Traded Securities$197,608$235,635▲ $38,027
Accounts Receivable$146,223$84,451▼ $61,772
Land, Buildings, and Equipment, Net$71,617$75,372▲ $3,755
Prepaid Expenses and Deferred Charges$27,462$27,689▲ $227
Cash and Non-Interest-Bearing Accounts$300$270▼ $30
Total Assets$10,913,583$10,816,609▼ $96,974
Other Assets Total$9,827,475$9,825,780▼ $1,695
Liabilities
Escrow Account Liability$9,671,220$9,809,556▲ $138,336
Unsecured Notes Loans Payable$221,238--
Other Liabilities$141,606--
Accounts Payable and Accrued Expenses$152,877$139,612▼ $13,265
Deferred Revenue$24,885$23,487▼ $1,398
Total Liabilities$10,211,826$9,972,655▼ $239,171
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$701,357$843,554▲ $142,197
Net Assets With Donor Restrictions$400$400→ $0
Total Net Assets Fund Balance$701,757$843,954▲ $142,197
Total Liabilities and Net Assets / Fund Balance$10,913,583$10,816,609▼ $96,974

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$61,353$83,690$145,043
Leasehold Improvements$14,019$7,231$21,250
Other Assets Org$2,628--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert CopelandEd/CEOFT$96,448$7,814$104,262

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$297,916
Program Service Revenue
$1,644,067
Investment Income
$42,648
Other Revenue
$0
All Other Contributions
$76,678
Change in Net Assets
$142,197

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,984,631
Total Revenue per Audited Statements
$1,984,631
Total Revenue per Form 990
$1,984,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,403,900
Other Expenses$438,534
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,010,569$70,259-$1,080,828
Other Employee Benefits$124,231$10,489-$134,720
Occupancy$104,986$9,552-$114,538
Current Officers, Directors, Trustees, and Key Employees$26,065$78,196-$104,261
Payroll Taxes$73,782$10,309-$84,091
Information Technology$64,148$5,837-$69,985
Office Expenses$44,522$4,050-$48,572
Insurance$27,624$2,513-$30,137
Depreciation Depletion$22,966$2,090-$25,056
Travel$23,211$259-$23,470
Fees for Services Accounting-$22,925-$22,925
Fees for Services Legal$17,585--$17,585
Conferences and Meetings$7,652$1,249-$8,901
Fees for Services Other-$6,952-$6,952
Other Expenses$4,472$525-$4,472
All Other Expenses$3,679$356-$4,035
Advertising$3,058--$3,058
Total Functional Expenses$1,609,817$232,617$0$1,842,434

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,842,434
Total Expenses per Audited Statements$1,842,434
Total Expenses per Form 990$1,842,434
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$8,214
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 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
2021-04-21
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/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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoncashContributionsAmt02500
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010489
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IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROGRAM MATERIALS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13973
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2525
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IRS990/OtherExpensesGrp/ProgramServicesAmt111615
IRS990/OtherExpensesGrp/ProgramServicesAmt25770
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IRS990/OtherExpensesGrp/TotalAmt115588
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IRS990/OtherExpensesGrp/TotalAmt34472
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010309
IRS990/PayrollTaxesGrp/ProgramServicesAmt073782
IRS990/PayrollTaxesGrp/TotalAmt084091
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027689
IRS990/PrincipalOfficerNm0ROBERT COPELAND
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1CONTRACT BILLINGS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1153684
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01490383
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1153684
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt081706
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt028579
IRS990/PYOtherExpensesAmt0460131
IRS990/PYProgramServiceRevenueAmt01630710
IRS990/PYRevenuesLessExpensesAmt06519
IRS990/PYSalariesCompEmpBnftPaidAmt01274345
IRS990/PYTotalExpensesAmt01734476
IRS990/PYTotalRevenueAmt01740995
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0142197
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01644067
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0642898
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0567412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0297916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt081706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0155012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0369131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0965090
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt042648
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028579
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012774
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05406
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt095788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01644067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01630710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01503965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01403198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01301946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07483886
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt042648
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt095788
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98880
IRS990ScheduleA/PublicSupportPY509Pct00.99290
IRS990ScheduleA/PublicSupportTotal509Amt08448976
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01941983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01712416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01565290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01558210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01671077
IRS990ScheduleA/Total509Grp/TotalAmt08448976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01984631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01740995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01578064
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01564591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01676483
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08544764
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/BookValueAmt061353
IRS990ScheduleD/EquipmentGrp/DepreciationAmt083690
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0145043
IRS990ScheduleD/ExpensesSubtotalAmt01842434
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt014019
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07231
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt021250
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt09809556
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt113596
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22628
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FUNDS HELD FOR CLIENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL INTEREST - BC COMM. FDN.
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt01984631
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/TotalBookValueLandBuildingsAmt075372
IRS990ScheduleD/TotalBookValueOtherAssetsAmt09825780
IRS990ScheduleD/TotalExpensesPerForm990Amt01842434
IRS990ScheduleD/TotalRevenuePerForm990Amt01984631
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01984631
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01842434
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0BAXTER FUNERAL & CREMATION SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt08214
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FUNERAL & CREMATION
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, THEN THE EXECUTIVE COMMITTEE, AND LAST BY THE BOARD FOR FINAL REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD 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/ExplanationTxt2THE 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/ExplanationTxt3AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,816,609
Liabilities
$9,972,655
Net assets
$843,954
Revenue
$1,984,631
Expenses
$1,842,434
Net income
$142,197
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
2021Detailed filing. Detailed filing data is available for this year.$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
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