Civic Intelligence

Macomb County Historical Society Endowment Fund

990 • Fiscal year 2015 • EIN 38-2500945

May 01, 2014 to Apr 30, 2015 • Filed on Oct 15, 2015

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

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,117,420

Down $5,819 (-0.5%) from 2014

Net Assets

Down

$1,117,420

Down $5,819 (-0.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin74th percentile

Revenue

Down

$67,830

Down $17,679 (-21%) from 2014

Expenses

Down

$58,053

Down $16,670 (-22%) from 2014

Net Income

Down

$9,777

Down $1,009 (-9.4%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2015

Assets$1,117,420
Liabilities$0
Net Assets$1,117,420
Open 2015 Filing

Operations Trend

Revenue Growth14th 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

2015

Revenue$67,830
Expenses$58,053
Net Income$9,777
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Oct 15, 2015
Return Version
2014v5.0
Gross Receipts
$316,734
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$1,016,154$1,018,818▲ $2,664
Savings and Temporary Cash Investments$97,085$86,602▼ $10,483
Other Notes and Loans Receivable, Net$10,000$12,000▲ $2,000
Total Assets$1,123,239$1,117,420▼ $5,819
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,123,239$1,117,420▼ $5,819
Total Net Assets Fund Balance$1,123,239$1,117,420▼ $5,819
Total Liabilities and Net Assets / Fund Balance$1,123,239$1,117,420▼ $5,819
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Ross ChampionPresident
Brian KorthDirector
Carolee SchmidDirector
Gary BaarckDirector
Gary PetersDirector
Kay SchwarzbergDirector
Madeline PageDirector
Michelle WeissDirector
Thelma UllrichDirector
Kim ParrOperations Director
Cecilia MoloneyTreas-Director
Deborah LarsenSecretary
Barb DempseyVP
Revenue and Support

Revenue Composition

Contributions and Grants
$655
Program Service Revenue
$0
Investment Income
$67,175
Other Revenue
$0
All Other Contributions
$655
Change in Net Assets
$9,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,354
Other Expenses$18,699
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,354--$39,354
Fees for Service Investment Mgmnt Fees-$9,361-$9,361
Other Expenses$5,324$752-$5,324
Fees for Services Accounting-$2,652-$2,652
Office Expenses-$15-$15
Total Functional Expenses$45,273$12,780$0$58,053
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Macomb County Historical SocMount Clemens, MI501c3-$39,354
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
2015-10-15
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

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

“INCREASE IN FMV”

Raw XML Appendix376 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.

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038695
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0196377
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.12830
IRS990ScheduleA/PublicSupportPY170Pct00.34000
IRS990ScheduleA/PublicSupportTotal170Amt028900
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026420
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028900
IRS990ScheduleA/TotalSupportAmt0225277
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt039354
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
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS AWARDED PER THE BY LAWS OF OUR ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
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
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/TotalAssetsBOYAmt01123239
IRS990/TotalAssetsEOYAmt01117420
IRS990/TotalAssetsGrp/BOYAmt01123239
IRS990/TotalAssetsGrp/EOYAmt01117420
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0655
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012780
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045273
IRS990/TotalFunctionalExpensesGrp/TotalAmt058053
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01123239
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01117420
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045273
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067175
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067830
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01123239
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01117420
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01123239
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01117420
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0190 BEULAND
IRS990/USAddress/CityNm0MT CLEMENS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048043
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSS CHAMPION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05864652488
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-15
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/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/ReturnTs02015-11-06T11:41:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,117,420
Liabilities
$0
Net assets
$1,117,420
Revenue
$67,830
Expenses
$58,053
Net income
$9,777
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
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