Civic Intelligence

Community Foundation of Greater Rochester

990 • Fiscal year 2017 • EIN 38-2476777

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 23, 2018

Organization ProfileWWW.CFOUND.ORG
303 East StreetRochester, MI 48307

(248) 608-2804

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

27th percentile

$67,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

9.4%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,533,934

Up $1,146,672 (+14%) from 2016

Net Assets

Up

$9,533,934

Up $1,147,699 (+14%) from 2016

Liabilities

Down

$0

Down $1,027 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin85th percentile

Revenue

Up

$2,407,345

Up $207,758 (+9.4%) from 2016

Expenses

Up

$1,650,249

Up $660,738 (+67%) from 2016

Net Income

Down

$757,096

Down $452,980 (-37%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $6,723,821Liabilities 2010: $62,836Net Assets 2010: $6,660,9852010Assets 2011: $6,579,879Liabilities 2011: $58,592Net Assets 2011: $6,521,2872011Assets 2012: $7,257,570Liabilities 2012: $57,356Net Assets 2012: $7,200,2142012Assets 2013: $7,796,502Liabilities 2013: $23,170Net Assets 2013: $7,773,3322013Assets 2014: $7,880,508Liabilities 2014: $12,350Net Assets 2014: $7,868,1582014Assets 2015: $7,043,127Liabilities 2015: $8,286Net Assets 2015: $7,034,8412015Assets 2016: $8,387,262Liabilities 2016: $1,027Net Assets 2016: $8,386,2352016Assets 2017: $9,533,934Liabilities 2017: $0Net Assets 2017: $9,533,9342017Assets 2018: $11,506,905Liabilities 2018: $0Net Assets 2018: $11,506,9052018Assets 2019: $12,673,810Liabilities 2019: $0Net Assets 2019: $12,673,8102019Assets 2020: $13,327,162Liabilities 2020: $0Net Assets 2020: $13,327,1622020Assets 2021: $14,036,326Liabilities 2021: $0Net Assets 2021: $14,036,3262021Assets 2022: $13,623,202Liabilities 2022: $20,500Net Assets 2022: $13,602,7022022Assets 2023: $14,369,133Liabilities 2023: $69,219Net Assets 2023: $14,299,9142023Assets 2024: $15,821,151Liabilities 2024: $45,571Net Assets 2024: $15,775,5802024

Highlighted filing

2017

Assets$9,533,934
Liabilities$0
Net Assets$9,533,934
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $741,6622010Expenses 2011: $782,9992011Revenue 2012: $1,434,125Expenses 2012: $892,017Net Income 2012: $542,1082012Revenue 2013: $1,066,432Expenses 2013: $928,483Net Income 2013: $137,9492013Revenue 2014: $971,446Expenses 2014: $835,612Net Income 2014: $135,8342014Revenue 2015: $862,725Expenses 2015: $1,439,163Net Income 2015: -$576,4382015Revenue 2016: $2,199,587Expenses 2016: $989,511Net Income 2016: $1,210,0762016Revenue 2017: $2,407,345Expenses 2017: $1,650,249Net Income 2017: $757,0962017Revenue 2018: $4,490,508Expenses 2018: $2,021,375Net Income 2018: $2,469,1332018Revenue 2019: $2,948,264Expenses 2019: $2,573,956Net Income 2019: $374,3082019Revenue 2020: $2,535,587Expenses 2020: $2,226,603Net Income 2020: $308,9842020Revenue 2021: $3,631,776Expenses 2021: $2,684,574Net Income 2021: $947,2022021Revenue 2022: $3,452,995Expenses 2022: $1,981,490Net Income 2022: $1,471,5052022Revenue 2023: $2,410,617Expenses 2023: $2,062,152Net Income 2023: $348,4652023Revenue 2024: $3,454,059Expenses 2024: $2,028,744Net Income 2024: $1,425,3152024

Highlighted filing

2017

Revenue$2,407,345
Expenses$1,650,249
Net Income$757,096
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 23, 2018
Return Version
2017v2.3
Gross Receipts
$5,948,906
Mission and Program Overview

Mission

The organization enhances the quality of life for people who live, work and play in the greater rochester area through philanthropy by building a permanent endowment.

The organization enhances the quality of life for people who live, work and play in the greater rochester area by building a permanent endowment through philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,805,080$7,426,916▲ $621,836
Savings and Temporary Cash Investments$727,198$1,674,031▲ $946,833
Cash and Non-Interest-Bearing Accounts$724,634$427,200▼ $297,434
Prepaid Expenses and Deferred Charges$5,878$5,787▼ $91
Total Assets$8,387,262$9,533,934▲ $1,146,672
Other Assets Total$124,472--
Liabilities
Grants Payable$1,027--
Total Liabilities$1,027$0▼ $1,027
Net Assets / Fund Balance
Unrestricted Net Assets$8,386,235$9,533,934▲ $1,147,699
Total Net Assets Fund Balance$8,386,235$9,533,934▲ $1,147,699
Total Liabilities and Net Assets / Fund Balance$8,387,262$9,533,934▲ $1,146,672

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$8,386,235$1,805,875▲ $1,050,636$1,149,887$9,533,934
2016$7,034,841$2,008,215▲ $364,440$308,303$8,386,235
2015$7,868,158$534,092▲ $75,744$931,266$7,034,841
2014$7,773,332$594,078▲ $336,360$455,620$7,868,158
2013$7,200,214$737,793▲ $781,808$566,538$7,773,332
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Johanna H AllenExecutive DiFT$62,000$5,000$67,000

Board Members and Trustees

NameTitle
Robert JustinChairman
Angie SchmuckerTrustee
Brent BlankenshipTrustee
Ed GolickTrustee
Jason HoffmeyerTrustee
Judy De SteigerTrustee
Ken BilodeauTrustee
Nancy SalviaTrustee
Timothy CrawfordTrustee
Tony MichaelsTrustee
Vern PixleyTrustee
Mike MackensSecretary
John SavioTreasurer
Mark TisdelVP of Admini
Mark AielloVP of Develo
Revenue and Support

Revenue Composition

Contributions and Grants
$1,761,134
Program Service Revenue
$0
Investment Income
$660,033
Other Revenue
$-13,822
All Other Contributions
$1,639,179
Change in Net Assets
$757,096

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table8$32,717Fair Market Value (FMV)
Other Non Cash Contri Table33$308Fair Market Value (FMV)
Other Non Cash Contri Table1$207Fair Market Value (FMV)
Total Noncash Contributions42$33,232-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,407,345
Revenue Not Reported on Form 990
$449,166
Total Revenue per Audited Statements
$2,856,511
Total Revenue per Form 990
$2,407,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,145,697
Grants and Similar Amounts Paid$409,357
Salaries, Compensation, and Employee Benefits$95,195
Total Fundraising Expense$41,660
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$348,730--$348,730
Current Officers, Directors, Trustees, and Key Employees$16,750$33,500$16,750$67,000
Grants to Domestic Individuals$60,627--$60,627
Fees for Service Investment Mgmnt Fees$52,823--$52,823
Occupancy$6,195$12,391$6,195$24,781
Other Salaries and Wages$5,395$10,789$5,395$21,579
Office Expenses$3,998$7,989$3,998$15,985
Fees for Services Accounting$2,863$5,724$2,863$11,450
Payroll Taxes$1,654$3,308$1,654$6,616
Information Technology$1,282$2,564$1,282$5,128
All Other Expenses$998$1,991$998$3,987
Fees for Services Legal$978$1,954$978$3,910
Other Expenses$684$1,367$684$2,735
Insurance$683$1,366$683$2,732
Travel$166$332$166$664
Conferences and Meetings$14$26$14$54
Total Functional Expenses$1,400,816$207,773$41,660$1,650,249

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,708,812
Expenses per Audited Statements$1,650,249
Total Expenses per Form 990$1,650,249
Expenses Not Reported on Form 990$58,563
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rochester Area Neighborhood HouseRochester, MI3Operations$125,000
Blessings in a BackpackLouisville, KY3NAT'L PROG. DONATION$61,662
New Day FoundationRochester, MI3Great Oaks Gives$35,000
Winning FuturesWarren, MI3Operations$25,000
Cass Community Social ServicesDetroit, MI3Speaker Honorarium$10,000
The Option InstituteSheffield, MA3General Programming$10,000
Career DressPontiac, MI3WOMEN'S PROGRAM$7,500
City of Rochester HillsRochester Hills, MIGovMuseum Operations$7,125
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$58,563
Fundraising Gross Income$44,741
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
VETERAN'S TRIBU$36,000$14,400$13,111$1,289
W. Bloomfield T$33,708$3,100$1,342$1,758
Total Events$166,696$44,741$58,563$-13,822
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
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, Part VI

“Line 1a - voting rights of the governing body the community foundation of greater rochester has two levels of volunteer service: 1) board of trustees - this is the governing body of the foundation with all legal powers and responsibilities. 2) membership - this is the "entry level" of volunteer service. Members do not have legal powers and responsibilities. Both the board of trustees and the membership serve without compensation.”

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

“The form is electronically distributed to the board of trustees prior to filing and reviewed at the next regularly scheduled board meeting with the governing body.”

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

“All members of the board of trustees annually review a conflict of interest policy and are required to sign a conflict of interest statement. Conflict of interest statements are reviewed as part of the annual foundation audit. Deviations are reviewed by the board of trustees. If there are any conflicts noted the board evaluates them on a case by case basis to determine what, if any, corrective steps need to be taken. Members of the board with a conflict of interest are required to abstain from participating in decisions or actions or the consideration of decisions or actions in which they have a conflict of interest, and they cannot be present for the discussion or voting on any such matters unless expressly requested to provide information or interpretation.”

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

“Compensation is reviewed by the administrative committee.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Community Foundation of Greater
EIN
38-2476777
Phone
2486082804
Address
303 EAST STREET, ROCHESTER, MI 48307

Signing Officer

Name
Johanna H Allen
Title
Executive Director
Phone
2486082804
Signed
2018-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Johanna H Allen
Formed
1983
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
100

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
691 N SQUIRREL RD STE 280, AUBURN HILLS, MI 48326
Preparer
Katherine E Morris
Phone
2483406050
Supplemental Narrative

Additional Explanations

Form 990

“All lines left blank are not applicable to the organization.”

Form 990, Part XI, Line 9

“Re-class sch g expenses 58,563 re-class sch g expenses -58,563”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment funds are either for the general benefit of the greater rochester area or to further the charitable goals of the donors that may extend beyond the greater rochester area.”

Schedule D, Page 4, Part XI, Line 2D

“Re-class sch g expenses 58,563”

Schedule D, Page 4, Part XII, Line 2D

“Re-class sch g expenses 58,563”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF ADMINI
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DI
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
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IRS990/MembersOrStockholdersInd0false
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IRS990/NoncashContributionsAmt033232
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IRS990/OccupancyGrp/ManagementAndGeneralAmt012391
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IRS990/OfficeExpensesGrp/FundraisingAmt03998
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IRS990/OfficeExpensesGrp/ProgramServicesAmt03998
IRS990/OfficeExpensesGrp/TotalAmt015985
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0PROJECT EXPENSE
IRS990/OtherExpensesGrp/Desc1LOSS ON CASH VALUE OF LI
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IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11367
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IRS990/OtherExpensesGrp/ProgramServicesAmt2684
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IRS990/OtherExpensesGrp/TotalAmt1124472
IRS990/OtherExpensesGrp/TotalAmt224604
IRS990/OtherExpensesGrp/TotalAmt32735
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010789
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05395
IRS990/OtherSalariesAndWagesGrp/TotalAmt021579
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01654
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03308
IRS990/PayrollTaxesGrp/ProgramServicesAmt01654
IRS990/PayrollTaxesGrp/TotalAmt06616
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IRS990/PrincipalOfficerNm0JOHANNA H ALLEN
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01976465
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0534502
IRS990/PYInvestmentIncomeAmt0223122
IRS990/PYOtherExpensesAmt0360894
IRS990/PYRevenuesLessExpensesAmt01210076
IRS990/PYSalariesCompEmpBnftPaidAmt094115
IRS990/PYTotalExpensesAmt0989511
IRS990/PYTotalRevenueAmt02199587
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IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0757096
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0727198
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01674031
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GROSS INCOME FROM FUNDRAISING 44,741
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01976465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0530102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0594078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0719793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05581572
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0131799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0113262
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0127924
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0106131
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt044741
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.78660
IRS990ScheduleA/PublicSupportTotal170Amt05376054
IRS990ScheduleA/SubstantialContributorsTotAmt0205518
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0719793
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05581572
IRS990ScheduleA/TotalSupportAmt06237354
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01805875
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09533934
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0409357
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01050636
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07034841
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0355440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt075744
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0931266
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07773332
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0781808
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0566538
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,533,934
Liabilities
$0
Net assets
$9,533,934
Revenue
$2,407,345
Expenses
$1,650,249
Net income
$757,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.8$0.05$15.8$3.45$2.03$1.43
2023Detailed filing. Detailed filing data is available for this year.$14.4$0.07$14.3$2.41$2.06$0.35
2022Detailed filing. Detailed filing data is available for this year.$13.6$0.02$13.6$3.45$1.98$1.47
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$3.63$2.68$0.95
2020Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$2.54$2.23$0.31
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$2.95$2.57$0.37
2018Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$4.49$2.02$2.47
2017Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$2.41$1.65$0.76
2016Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$2.20$0.99$1.21
2015Detailed filing. Detailed filing data is available for this year.$7.04$0.01$7.03$0.86$1.44$0.58
2014Detailed filing. Detailed filing data is available for this year.$7.88$0.01$7.87$0.97$0.84$0.14
2013Detailed filing. Detailed filing data is available for this year.$7.80$0.02$7.77$1.07$0.93$0.14
2012Summary only. Only limited summary data is available for this year.$7.26$0.06$7.20$1.43$0.89$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.06$6.52$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.06$6.66$0.74