Civic Intelligence

Mendon Community Schools Foundation

990 • Fiscal year 2014 • EIN 38-2531933

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 20, 2014

148 Kirby RoadMendon, MI 49072

(269) 496-4391

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.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

5th percentile

-58%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

46th percentile

1.1%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,228,672

Up $24,322 (+1.1%) from 2013

Net Assets

Up

$2,228,672

Up $24,322 (+1.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$53,694

Down $169,235 (-76%) from 2013

Expenses

Up

$85,030

Up $43,816 (+106%) from 2013

Net Income

Down

-$31,336

Down $213,051 (-117%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,016,896Liabilities 2012: $0Net Assets 2012: $2,016,8962012Assets 2013: $2,204,350Liabilities 2013: $0Net Assets 2013: $2,204,3502013Assets 2014: $2,228,672Liabilities 2014: $0Net Assets 2014: $2,228,6722014Assets 2015: $3,282,178Liabilities 2015: $11,000Net Assets 2015: $3,271,1782015Assets 2016: $3,599,367Liabilities 2016: $0Net Assets 2016: $3,599,3672016Assets 2017: $3,615,521Liabilities 2017: $0Net Assets 2017: $3,615,5212017Assets 2018: $3,738,926Liabilities 2018: $0Net Assets 2018: $3,738,9262018Assets 2019: $3,832,941Liabilities 2019: $0Net Assets 2019: $3,832,9412019Assets 2020: $4,003,749Liabilities 2020: $0Net Assets 2020: $4,003,7492020Assets 2021: $4,713,154Liabilities 2021: $0Net Assets 2021: $4,713,1542021Assets 2022: $4,697,137Liabilities 2022: $0Net Assets 2022: $4,697,1372022Assets 2023: $4,865,381Liabilities 2023: $0Net Assets 2023: $4,865,3812023Assets 2024: $4,986,657Liabilities 2024: $0Net Assets 2024: $4,986,6572024Assets 2025: $5,470,212Liabilities 2025: $0Net Assets 2025: $5,470,2122025

Highlighted filing

2014

Assets$2,228,672
Liabilities$0
Net Assets$2,228,672

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $23,1452012Revenue 2013: $222,929Expenses 2013: $41,214Net Income 2013: $181,7152013Revenue 2014: $53,694Expenses 2014: $85,030Net Income 2014: -$31,3362014Revenue 2015: $1,279,784Expenses 2015: $149,942Net Income 2015: $1,129,8422015Revenue 2016: $36,712Expenses 2016: $53,925Net Income 2016: -$17,2132016Revenue 2017: $150,592Expenses 2017: $103,096Net Income 2017: $47,4962017Revenue 2018: $205,571Expenses 2018: $136,844Net Income 2018: $68,7272018Revenue 2019: $188,879Expenses 2019: $162,684Net Income 2019: $26,1952019Revenue 2020: $154,371Expenses 2020: $162,740Net Income 2020: -$8,3692020Revenue 2021: $322,832Expenses 2021: $152,985Net Income 2021: $169,8472021Revenue 2022: $181,958Expenses 2022: $189,398Net Income 2022: -$7,4402022Revenue 2023: $297,288Expenses 2023: $142,733Net Income 2023: $154,5552023Revenue 2024: $776,046Expenses 2024: $165,242Net Income 2024: $610,8042024Revenue 2025: $175,170Expenses 2025: $167,781Net Income 2025: $7,3892025

Highlighted filing

2014

Revenue$53,694
Expenses$85,030
Net Income-$31,336
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 20, 2014
Return Version
2013v3.1
Gross Receipts
$53,694
Mission and Program Overview

Mission

Provide scholarships and funding grants

Provide scholarships and mini grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$359,754$1,048,810▲ $689,056
Investments Other Securities$918,147$692,998▼ $225,149
Savings and Temporary Cash Investments$926,449$486,864▼ $439,585
Total Assets$2,204,350$2,228,672▲ $24,322
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,158,337$2,178,630▲ $20,293
Unrestricted Net Assets$46,013$50,042▲ $4,029
Total Net Assets Fund Balance$2,204,350$2,228,672▲ $24,322
Total Liabilities and Net Assets / Fund Balance$2,204,350$2,228,672▲ $24,322

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$692,998--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,158,337$1,050▲ $96,312-$2,178,630
2013$1,977,615$191,736▲ $21,031-$2,158,337
2012-$1,975,760▲ $1,855-$1,977,615
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roger CuppPresident
Brenda SamsonTrustee
Christine YanceyTrustee
Dune BattenTrustee
Julie NemireTrustee
Patti McclainTrustee
Robert KuhlmanTrustee
Brandon WenzelSecretary
Bonnie OutmanTreasurer
Sharon IronsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$11,150
Program Service Revenue
$0
Investment Income
$42,544
Other Revenue
$0
All Other Contributions
$11,150
Change in Net Assets
$-31,336

Audited Revenue Reconciliation

Revenue per Audited Statements
$53,694
Revenue Not Reported on Form 990
$55,658
Total Revenue per Audited Statements
$109,352
Total Revenue per Form 990
$53,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,899
Grants and Similar Amounts Paid$21,131
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,131--$21,131
Fees for Service Investment Mgmnt Fees-$6,802-$6,802
Fees for Services Accounting-$5,000-$5,000
Other Expenses$69$20-$20
Total Functional Expenses$73,208$11,822$0$85,030

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$85,030
Total Expenses per Audited Statements$85,030
Total Expenses per Form 990$85,030
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
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
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, Page 6, Part VI, Line 11B

Treasurer reviews and discusses with board. Signed by treasurer and mailed by school secretary.

Form 990, Page 6, Part VI, Line 19

A paper copy of the filed form 990 is kept at the high school. It is maintained in the business manager's office. It is available for review upon request.

Filing and Contact Details

Filer

EIN
38-2531933
Phone
2694964391

Signing Officer

Name
Bonnie Outman
Title
Treasurer
Phone
2694964391
Signed
2014-11-20

Organization Details

Principal Officer
Bonnie Outman
Formed
1985
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Preparer
Mary K Flegal
Phone
2693831900
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Endowment for scholarships & grants

Raw XML Appendix343 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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IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FOR SCHOLARSHIPS & GRANTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER REVIEWS AND DISCUSSES WITH BOARD. SIGNED BY TREASURER AND MAILED BY SCHOOL SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A PAPER COPY OF THE FILED FORM 990 IS KEPT AT THE HIGH SCHOOL. IT IS MAINTAINED IN THE BUSINESS MANAGER'S OFFICE. IT IS AVAILABLE FOR REVIEW UPON REQUEST.
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02204350
IRS990/TotalAssetsEOYAmt02228672
IRS990/TotalAssetsGrp/BOYAmt02204350
IRS990/TotalAssetsGrp/EOYAmt02228672
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011150
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011822
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073208
IRS990/TotalFunctionalExpensesGrp/TotalAmt085030
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02204350
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02228672
IRS990/TotalProgramServiceExpensesAmt073208
IRS990/TotalRevenueGrp/ExclusionAmt042544
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053694
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02204350
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02228672
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt046013
IRS990/UnrestrictedNetAssetsGrp/EOYAmt050042
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10148 KIRBY ROAD
IRS990/USAddress/City0MENDON
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode049072
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE OUTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02694964391
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10MENDON COMMUNITY SCHOOLS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MEND
ReturnHeader/Filer/EIN0382531933
ReturnHeader/Filer/PhoneNum02694964391
ReturnHeader/Filer/USAddress/AddressLine10148 KIRBY ROAD
ReturnHeader/Filer/USAddress/City0MENDON
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383363225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FLEGAL & MELNIK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102750 OLD CENTRE RD STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PORTAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0490244881
ReturnHeader/PreparerPersonGrp/PhoneNum02693831900
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY K FLEGAL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-20T11:47:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.18$0.17$0.01
2024Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.78$0.17$0.61
2023Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.30$0.14$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.18$0.19$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.00$4.71$0.32$0.15$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.15$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.19$0.16$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.21$0.14$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.15$0.10$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.04$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.01$3.27$1.28$0.15$1.13
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.05$0.09$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.00$2.20$0.22$0.04$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$0.02