Civic Intelligence

Macomb County Historical Society Endowment Fund

990 • Fiscal year 2019 • EIN 38-2500945

May 01, 2018 to Apr 30, 2019 • Filed on Sep 12, 2019

Organization Profile
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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

2.2%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,057,343

Up $22,633 (+2.2%) from 2018

Net Assets

Up

$1,057,343

Up $22,633 (+2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin70th percentile

Revenue

Down

$55,077

Down $6,587 (-11%) from 2018

Expenses

Down

$47,676

Down $50,120 (-51%) from 2018

Net Income

Up

$7,401

Up $43,533 (+120%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2019

Assets$1,057,343
Liabilities$0
Net Assets$1,057,343
Open 2019 Filing

Operations Trend

Revenue Growth21st percentile

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

2019

Revenue$55,077
Expenses$47,676
Net Income$7,401
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 12, 2019
Return Version
2018v3.1
Gross Receipts
$254,945
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$975,818$999,200▲ $23,382
Savings and Temporary Cash Investments$58,892$58,143▼ $749
Total Assets$1,034,710$1,057,343▲ $22,633
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,034,710$1,057,343▲ $22,633
Total Net Assets Fund Balance$1,034,710$1,057,343▲ $22,633
Total Liabilities and Net Assets / Fund Balance$1,034,710$1,057,343▲ $22,633
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$55,077
Other Revenue
$0
Change in Net Assets
$7,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,980
Other Expenses$12,696
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,980--$34,980
Fees for Services Management-$9,297-$9,297
Fees for Services Accounting-$2,645-$2,645
Other Expenses-$751-$751
Office Expenses-$3-$3
Total Functional Expenses$34,980$12,696$0$47,676
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Macomb County Historical SocMount Clemens, MI501c3-$34,980
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
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
2019-09-12
Discuss with paid preparer
No

Organization Details

Principal Officer
Ross Champion
Formed
1965
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Comprehensive Accounting & Tax Serv
Address
45638 VAN DYKE AVE, UTICA, MI 48317
Preparer
John Brodie
Phone
5867319200
Supplemental Narrative

Additional Explanations

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

“Increase in fmv of assets”

Raw XML Appendix364 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/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0ROSS CHAMPION
IRS990/BooksInCareOfDetail/PhoneNum05864652488
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0190 BEULAND
IRS990/BooksInCareOfDetail/USAddress/CityNm0MT CLEMENS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048043
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt034980
IRS990/CYInvestmentIncomeAmt055077
IRS990/CYOtherExpensesAmt012696
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt07401
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt047676
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt055077
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE PRESERVATION OF AN HISTORICAL HOUSE AND PERIOD ARTIFACTS IN MOUNT CLEMENS MICHIGAN. PEOPLE OF ALL AGES WHO WISH TO LEARN ABOUT HISTORICAL ITEMS ARE BENEFITED BY OUR ORGANIZATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt034980
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02645
IRS990/FeesForServicesAccountingGrp/TotalAmt02645
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt09297
IRS990/FeesForServicesManagementGrp/TotalAmt09297
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANE DUEWEKE
IRS990/Form990PartVIISectionAGrp/PersonNm1LAURIE EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN KORTH
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY BAARCK
IRS990/Form990PartVIISectionAGrp/PersonNm5CAROLEE SCHMID
IRS990/Form990PartVIISectionAGrp/PersonNm6KIM PARR
IRS990/Form990PartVIISectionAGrp/PersonNm7CELILIA MOLONEY
IRS990/Form990PartVIISectionAGrp/PersonNm8JOY GLOVER
IRS990/Form990PartVIISectionAGrp/PersonNm9NEIL LOVINER
IRS990/Form990PartVIISectionAGrp/PersonNm10ROSS CHAMPION
IRS990/Form990PartVIISectionAGrp/PersonNm11BARB DEMPSEY
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6OPERATIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREAS-DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt017291
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt034980
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt034980
IRS990/GrantsToDomesticOrgsGrp/TotalAmt034980
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0217159
IRS990/GrossReceiptsAmt0254945
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt037786
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037786
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0975818
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0999200
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0199868
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01034710
IRS990/NetAssetsOrFundBalancesEOYAmt01057343
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt017291
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017291
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03
IRS990/OfficeExpensesGrp/TotalAmt03
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt015232
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0751
IRS990/OtherExpensesGrp/TotalAmt0751
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROSS CHAMPION
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt084357
IRS990/PYInvestmentIncomeAmt061664
IRS990/PYOtherExpensesAmt013439
IRS990/PYRevenuesLessExpensesAmt0-36132
IRS990/PYTotalExpensesAmt097796
IRS990/PYTotalRevenueAmt061664
IRS990/ReconcilationRevenueExpnssAmt07401
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt055077
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058892
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058143
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02705
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt037786
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt035880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039477
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0189650
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.01410
IRS990ScheduleA/PublicSupportPY170Pct00.01660
IRS990ScheduleA/PublicSupportTotal170Amt02705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0655
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02705
IRS990ScheduleA/TotalSupportAmt0192355
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt034980
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MACOMB COUNTY HISTORICAL SOC
IRS990ScheduleI/RecipientTable/RecipientEIN0237318278
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015 UNION ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOUNT CLEMENS
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/ExplanationTxt2INCREASE IN FMV OF ASSETS
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01034710
IRS990/TotalAssetsEOYAmt01057343
IRS990/TotalAssetsGrp/BOYAmt01034710
IRS990/TotalAssetsGrp/EOYAmt01057343
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012696
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034980
IRS990/TotalFunctionalExpensesGrp/TotalAmt047676
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01034710
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01057343
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt034980
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055077
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055077
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01034710
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01057343
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01034710
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01057343
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0190 BEULAND
IRS990/USAddress/CityNm0MT CLEMENS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048043
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSS CHAMPION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05864652488
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-12
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/FederalOriginalSubmissionId03893992019269gyvgfcb
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.167.136.84
ReturnHeader/FilingSecurityInformation/IPDt02019-09-26
ReturnHeader/FilingSecurityInformation/IPTm016:43:29
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 BRODIE
ReturnHeader/ReturnTs02019-09-26T16:41:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,057,343
Liabilities
$0
Net assets
$1,057,343
Revenue
$55,077
Expenses
$47,676
Net income
$7,401
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
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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