Civic Intelligence

Carl a Lemcool Memorial Foundation Inc.

990 • Fiscal year 2013 • EIN 38-2491833

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 22, 2014

525 Bertina LaneTraverse City, MI 49686

(231) 947-6270

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

56th percentile

4.3%

Faster asset growth than 56% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Up

$913,611

Up $37,717 (+4.3%) from 2012

Net Assets

Up

$913,611

Up $37,717 (+4.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$43,133

Up $8,485 (+24%) from 2012

Expenses

Down

$11,803

Down $48,094 (-80%) from 2012

Net Income

Up

$31,330

Up $56,579 (+224%) from 2012

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $880,104Liabilities 2010: $0Net Assets 2010: $880,1042010Assets 2011: $879,537Liabilities 2011: $0Net Assets 2011: $879,5372011Assets 2012: $875,894Liabilities 2012: $0Net Assets 2012: $875,8942012Assets 2013: $913,611Liabilities 2013: $0Net Assets 2013: $913,6112013Assets 2014: $941,791Liabilities 2014: $0Net Assets 2014: $941,7912014Assets 2015: $885,141Liabilities 2015: $0Net Assets 2015: $885,1412015Assets 2016: $909,276Liabilities 2016: $0Net Assets 2016: $909,2762016Assets 2017: $995,048Liabilities 2017: $0Net Assets 2017: $995,0482017Assets 2018: $950,659Liabilities 2018: $0Net Assets 2018: $950,6592018Assets 2019: $1,033,182Liabilities 2019: $0Net Assets 2019: $1,033,1822019Assets 2020: $1,070,602Liabilities 2020: $1Net Assets 2020: $1,070,6022020Assets 2021: $1,172,773Liabilities 2021: $1Net Assets 2021: $1,172,7732021Assets 2022: $967,080Liabilities 2022: $1Net Assets 2022: $967,0802022Assets 2023: $983,777Liabilities 2023: $1Net Assets 2023: $983,7772023Assets 2024: $1,008,673Liabilities 2024: $0Net Assets 2024: $1,008,6732024

Highlighted filing

2013

Assets$913,611
Liabilities$0
Net Assets$913,611

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $61,7012010Expenses 2011: $8,0932011Revenue 2012: $34,648Expenses 2012: $59,897Net Income 2012: -$25,2492012Revenue 2013: $43,133Expenses 2013: $11,803Net Income 2013: $31,3302013Revenue 2014: $39,930Expenses 2014: $6,793Net Income 2014: $33,1372014Revenue 2015: $30,251Expenses 2015: $49,289Net Income 2015: -$19,0382015Revenue 2016: $25,939Expenses 2016: $43,750Net Income 2016: -$17,8112016Revenue 2017: $47,984Expenses 2017: $8,133Net Income 2017: $39,8512017Revenue 2018: $52,074Expenses 2018: $37,152Net Income 2018: $14,9222018Revenue 2019: $40,948Expenses 2019: $8,502Net Income 2019: $32,4462019Revenue 2020: $42,349Expenses 2020: $7,407Net Income 2020: $34,9422020Revenue 2021: $49,613Expenses 2021: $79,361Net Income 2021: -$29,7482021Revenue 2022: $102,649Expenses 2022: $62,343Net Income 2022: $40,3062022Revenue 2023: $83,541Expenses 2023: $108,353Net Income 2023: -$24,8122023Revenue 2024: $55,310Expenses 2024: $72,511Net Income 2024: -$17,2012024

Highlighted filing

2013

Revenue$43,133
Expenses$11,803
Net Income$31,330
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 22, 2014
Return Version
2013v3.0
Gross Receipts
$139,224
Mission and Program Overview

Mission

To support charitable, scientific, literary and educational purposes, by making gifts, grants and distributions required in the bylaws of the exchange club of traverse city.

To provide the charitable giving required in the bylaws of the exchange club of traverse city.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$875,894$913,611▲ $37,717
Investments in Publicly Traded Securities$829,118$817,389▼ $11,729
Cash and Non-Interest-Bearing Accounts$46,776$96,222▲ $49,446
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$875,894$913,611▲ $37,717
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$875,894$913,611▲ $37,717
Total Liabilities and Net Assets / Fund Balance$875,894$913,611▲ $37,717
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ryan HannonPresident
Dean ReidPresident Elect
Buz ZamarronDirector
Rachel BregeDirector
Raleigh NewmanDirector
William HemmingDirector
Grant KlaverSecretary
Aaron MansfieldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$43,133
Other Revenue
$0
Change in Net Assets
$31,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,253
Grants and Similar Amounts Paid$5,550
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,550--$5,550
Fees for Service Investment Mgmnt Fees-$3,632-$3,632
Fees for Services Accounting-$2,250-$2,250
Insurance-$356-$356
Other Expenses$15--$15
Total Functional Expenses$5,565$6,238$0$11,803
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-2847396-501(c)3Recycle-a-bicycle Program$5,550
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has trustees/members who have the right to participate in the organization's governance.

Form 990, Part VI, Section A, Line 7A

The organization has trustees with voting rights.

Form 990, Part VI, Section A, Line 7B

The organization has trustees with voting rights to approve and ratify decision of the organization's governing body such as; approval of or removal of members to the governing body or approval of distributions to qualifying organizations. No trustee or member has any rights to the income, revenue or assets of the organization.

Form 990, Part VI, Section B, Line 11

The form 990 is given to each of the board members for review prior to filing. The board members are allowed to discuss any concerns at that time.

Form 990, Part VI, Section B, Line 12C

The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy by requiring annual disclosure of interests that could give rise to conflict.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

EIN
38-2491833
Phone
2319476270

Signing Officer

Name
Buz Zamarron
Title
President
Phone
2319476270
Signed
2014-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Buz Zamarron
Formed
1966
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
16

Preparer

Preparer
Heidi Wendel CPA
Phone
2319461722
Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE THE CHARITABLE GIVING REQUIRED IN THE BYLAWS OF THE EXCHANGE CLUB OF TRAVERSE CITY.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10AARON MANSFIELD
IRS990/BooksInCareOfDetail/PhoneNum02319333892
IRS990/BooksInCareOfDetail/USAddress/AddressLine10525 BERTINA LANE
IRS990/BooksInCareOfDetail/USAddress/City0TRAVERSE CITY
IRS990/BooksInCareOfDetail/USAddress/State0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode049696
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt046776
IRS990/CashNonInterestBearingGrp/EOYAmt096222
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt05550
IRS990/CYInvestmentIncomeAmt043133
IRS990/CYOtherExpensesAmt06253
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt031330
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011803
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt043133
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION AWARDS GRANTS TO NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE THE CHILDREN AND YOUTH OF THE GREATER GRAND TRAVERSE AREA. ONE GRANT WAS AWARDED ON A BI-ANNUAL BASIS THIS YEAR IN THE AMOUNT OF $5,550.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExcessBusinessHoldingsInd00
IRS990/ExpenseAmt05565
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02250
IRS990/FeesForServicesAccountingGrp/TotalAmt02250
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03632
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03632
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM HEMMING
IRS990/Form990PartVIISectionAGrp/PersonNm1RALEIGH NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2RACHEL BREGE
IRS990/Form990PartVIISectionAGrp/PersonNm3BUZ ZAMARRON
IRS990/Form990PartVIISectionAGrp/PersonNm4GRANT KLAVER
IRS990/Form990PartVIISectionAGrp/PersonNm5AARON MANSFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm6RYAN HANNON
IRS990/Form990PartVIISectionAGrp/PersonNm7DEAN REID
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT ELECT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06790
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt05550
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05550
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05550
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0102881
IRS990/GrossReceiptsAmt0139224
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0356
IRS990/InsuranceGrp/TotalAmt0356
IRS990/InvestmentIncomeGrp/ExclusionAmt036343
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036343
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0829118
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0817389
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt096091
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, BY MAKING GIFTS, GRANTS AND DISTRIBUTIONS REQUIRED IN THE BYLAWS OF THE EXCHANGE CLUB OF TRAVERSE CITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0875894
IRS990/NetAssetsOrFundBalancesEOYAmt0913611
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06790
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06790
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06387
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/ProgramServicesAmt015
IRS990/OtherExpensesGrp/TotalAmt015
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BUZ ZAMARRON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt053128
IRS990/PYInvestmentIncomeAmt034648
IRS990/PYOtherExpensesAmt06769
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-25249
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt059897
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034648
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt031330
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0875894
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0913611
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0386089473
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0LINE 7
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10EXCHANGE CLUB OF TRAVERSE CITY INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05550
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RECYCLE-A-BICYCLE PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10TART TRAILS
IRS990ScheduleI/RecipientTable/RecipientEIN0382847396
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 252
IRS990ScheduleI/RecipientTable/USAddress/City0TRAVERSE CITY
IRS990ScheduleI/RecipientTable/USAddress/State0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode049684
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS TRUSTEES/MEMBERS WHO HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS TRUSTEES WITH VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS TRUSTEES WITH VOTING RIGHTS TO APPROVE AND RATIFY DECISION OF THE ORGANIZATION'S GOVERNING BODY SUCH AS; APPROVAL OF OR REMOVAL OF MEMBERS TO THE GOVERNING BODY OR APPROVAL OF DISTRIBUTIONS TO QUALIFYING ORGANIZATIONS. NO TRUSTEE OR MEMBER HAS ANY RIGHTS TO THE INCOME, REVENUE OR ASSETS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS GIVEN TO EACH OF THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE BOARD MEMBERS ARE ALLOWED TO DISCUSS ANY CONCERNS AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ANNUAL DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10EXCHANGE CLUB FOUNDATION OF TRAVERSE CITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10EXCHANGE CLUB OF TRAVERSE CITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0386089473
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(8)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SPONSORS ACTIVITIES DESIGNED TO BENEFIT AND DEVELOP OUR NATION'S YOUTH.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10525 BERTINA LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0TRAVERSE CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode049686
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0875894
IRS990/TotalAssetsEOYAmt0913611
IRS990/TotalAssetsGrp/BOYAmt0875894
IRS990/TotalAssetsGrp/EOYAmt0913611
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06238
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05565
IRS990/TotalFunctionalExpensesGrp/TotalAmt011803
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0875894
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0913611
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05565
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043133
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043133
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0875894
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0913611
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10525 BERTINA LANE
IRS990/USAddress/City0TRAVERSE CITY
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode049686
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BUZ ZAMARRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02319476270
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10EXCHANGE CLUB FOUNDATION OF TRAVERSE CITY INC
ReturnHeader/Filer/BusinessNameControlTxt0EXCH
ReturnHeader/Filer/EIN0382491833
ReturnHeader/Filer/PhoneNum02319476270
ReturnHeader/Filer/USAddress/AddressLine10525 BERTINA LANE
ReturnHeader/Filer/USAddress/City0TRAVERSE CITY
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049686
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202349670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DGN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 947
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TRAVERSE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0496850947
ReturnHeader/PreparerPersonGrp/PhoneNum02319461722
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI WENDEL CPA
ReturnHeader/ReturnTs02014-08-08T06:50:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.08$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.01$0.03
2019Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.04$0.01$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.01$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.01$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.01$0.03
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.03$0.06$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $500k-$1M nonprofits