Civic Intelligence

Macomb County Historical Society Endowment Fund

990 • Fiscal year 2018 • EIN 38-2500945

May 01, 2017 to Apr 30, 2018 • Filed on Nov 06, 2018

15 Union StreetMount Clemens, MI 48043

(586) 465-2488

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-59%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-5.9%

Faster asset growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,034,710

Down $64,890 (-5.9%) from 2017

Net Assets

Down

$1,034,710

Down $64,890 (-5.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$61,664

Down $17,494 (-22%) from 2017

Expenses

Up

$97,796

Up $51,945 (+113%) from 2017

Net Income

Down

-$36,132

Down $69,439 (-208%) from 2017

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 2011: $1,033,088Liabilities 2011: $0Net Assets 2011: $1,033,0882011Assets 2012: $1,030,925Liabilities 2012: $0Net Assets 2012: $1,030,9252012Assets 2013: $1,104,402Liabilities 2013: $0Net Assets 2013: $1,104,4022013Assets 2014: $1,123,239Liabilities 2014: $0Net Assets 2014: $1,123,2392014Assets 2015: $1,117,420Liabilities 2015: $0Net Assets 2015: $1,117,4202015Assets 2016: $1,073,611Liabilities 2016: $0Net Assets 2016: $1,073,6112016Assets 2017: $1,099,600Liabilities 2017: $0Net Assets 2017: $1,099,6002017Assets 2018: $1,034,710Liabilities 2018: $0Net Assets 2018: $1,034,7102018Assets 2019: $1,057,343Liabilities 2019: $0Net Assets 2019: $1,057,3432019Assets 2020: $956,425Liabilities 2020: $0Net Assets 2020: $956,4252020Assets 2021: $1,102,608Liabilities 2021: $0Net Assets 2021: $1,102,6082021Assets 2022: $1,080,121Liabilities 2022: $0Net Assets 2022: $1,080,1212022Assets 2023: $1,049,867Liabilities 2023: $0Net Assets 2023: $1,049,8672023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$1,034,710
Liabilities$0
Net Assets$1,034,710

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $49,7832011Expenses 2012: $52,3202012Revenue 2013: $60,601Expenses 2013: $46,189Net Income 2013: $14,4122013Revenue 2014: $85,509Expenses 2014: $74,723Net Income 2014: $10,7862014Revenue 2015: $67,830Expenses 2015: $58,053Net Income 2015: $9,7772015Revenue 2016: $51,901Expenses 2016: $71,007Net Income 2016: -$19,1062016Revenue 2017: $79,158Expenses 2017: $45,851Net Income 2017: $33,3072017Revenue 2018: $61,664Expenses 2018: $97,796Net Income 2018: -$36,1322018Revenue 2019: $55,077Expenses 2019: $47,676Net Income 2019: $7,4012019Revenue 2020: $26,470Expenses 2020: $47,762Net Income 2020: -$21,2922020Revenue 2021: $48,142Expenses 2021: $50,698Net Income 2021: -$2,5562021Revenue 2022: $98,233Expenses 2022: $56,004Net Income 2022: $42,2292022Revenue 2023: $14,596Expenses 2023: $44,850Net Income 2023: -$30,2542023Revenue 2024: $324Expenses 2024: $1,050,191Net Income 2024: -$1,049,8672024

Highlighted filing

2018

Revenue$61,664
Expenses$97,796
Net Income-$36,132
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$272,412
Mission and Program Overview

Mission

The preservation of an historical house and period artifacts in mt clemens michigan. People of all ages who wish to learn about historical items are benefited by our organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,024,943$975,818▼ $49,125
Savings and Temporary Cash Investments$74,657$58,892▼ $15,765
Total Assets$1,099,600$1,034,710▼ $64,890
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,099,600$1,034,710▼ $64,890
Total Net Assets Fund Balance$1,099,600$1,034,710▼ $64,890
Total Liabilities and Net Assets / Fund Balance$1,099,600$1,034,710▼ $64,890
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ross ChampionPresident
Brian KorthDirector
Carolee SchmidDirector
Diane DuewekeDirector
Gary BaarckDirector
Gary PetersDirector
Joy GloverDirector
Laurie EvansDirector
Kim ParrOperations Director
Celilia MoloneyTreas-Director
Deborah LarsenSecretary
Barb DempseyVP
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$61,664
Other Revenue
$0
Change in Net Assets
$-36,132
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$84,357
Other Expenses$13,439
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$84,357--$84,357
Fees for Services Management-$9,976-$9,976
Fees for Services Accounting-$2,565-$2,565
Other Expenses-$883-$883
Office Expenses-$15-$15
Total Functional Expenses$84,357$13,439$0$97,796
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Macomb County Historical SocMount Clemens, MI501c3-$84,357
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Copy of return submitted at board meeting before filing. No review was conducted.

Governing documents etc available to public Part VI line 19

Return is available to the public during normal monthly board meetings.

Filing and Contact Details

Filer

Filer Name
Macomb County Hist Soc Endowment Fd
EIN
38-2500945
Address
15 UNION STREET, MOUNT CLEMENS, MI 48043

Signing Officer

Name
Ross Champion
Title
President
Phone
5864652488
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ross Champion
Formed
1965
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
10

Preparer

Firm
Comprehensive Accounting & Tax Serv
Address
45638 Van Dyke Ave, Utica, MI 48317
Preparer
John C Brodie
Phone
5867319200
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

DECREASE IN FMV

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

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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd048043
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF RETURN SUBMITTED AT BOARD MEETING BEFORE FILING. NO REVIEW WAS CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN IS AVAILABLE TO THE PUBLIC DURING NORMAL MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECREASE IN FMV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01099600
IRS990/TotalAssetsEOYAmt01034710
IRS990/TotalAssetsGrp/BOYAmt01099600
IRS990/TotalAssetsGrp/EOYAmt01034710
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013439
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084357
IRS990/TotalFunctionalExpensesGrp/TotalAmt097796
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01099600
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01034710
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt084357
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061664
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061664
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01099600
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01034710
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01099600
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01034710
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0190 BEULAND
IRS990/USAddress/CityNm0MT CLEMENS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048043
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSS CHAMPION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05864652488
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MACOMB COUNTY HIST SOC ENDOWMENT FD
ReturnHeader/Filer/BusinessNameControlTxt0MACO
ReturnHeader/Filer/EIN0382500945
ReturnHeader/Filer/USAddress/AddressLine1Txt015 UNION STREET
ReturnHeader/Filer/USAddress/CityNm0MOUNT CLEMENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048043
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00828A23D086CCB228208C988178FC36D6672DBD8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00828A23D086CCB228208C988178FC36D6672DBD8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03893992018320uu5rlvv
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.167.136.84
ReturnHeader/FilingSecurityInformation/IPDt02018-11-16
ReturnHeader/FilingSecurityInformation/IPTm011:02:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382621003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Comprehensive Accounting & Tax Serv
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045638 Van Dyke Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Utica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048317
ReturnHeader/PreparerPersonGrp/PhoneNum05867319200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John C Brodie
ReturnHeader/ReturnTs02018-11-01T15:38:02-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$1.05$1.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.01$0.04$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.10$0.06$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.05$0.05$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.03$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.06$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.10$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.08$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.06$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.12$0.00$1.12$0.09$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.06$0.05$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.05