Civic Intelligence

Learning Forward Michigan

990EZ • Fiscal year 2021 • EIN 38-2556352

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 28, 2021

5041 Red Fox LaneAnn Arbor, MI 48105

(734) 645-5995

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-3.9%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-65%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$39,988

Down $1,620 (-3.9%) from 2020

Net Assets

Down

$39,988

Down $1,620 (-3.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$11,696

Down $22,027 (-65%) from 2020

Expenses

Down

$13,316

Down $30,327 (-69%) from 2020

Net Income

Up

-$1,620

Up $8,300 (+84%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $46,394Liabilities 2013: $02013Assets 2014: $78,950Liabilities 2014: $02014Assets 2015: $84,543Liabilities 2015: $02015Assets 2016: $77,309Liabilities 2016: $02016Assets 2017: $75,214Liabilities 2017: $02017Assets 2018: $64,012Liabilities 2018: $02018Assets 2019: $51,528Liabilities 2019: $0Net Assets 2019: $51,5282019Assets 2020: $41,608Liabilities 2020: $0Net Assets 2020: $41,6082020Assets 2021: $39,988Liabilities 2021: $0Net Assets 2021: $39,9882021Assets 2022: $37,251Liabilities 2022: $0Net Assets 2022: $37,2512022

Highlighted filing

2021

Assets$39,988
Liabilities$0
Net Assets$39,988

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $54,298Expenses 2013: $36,420Net Income 2013: $17,8782013Revenue 2014: $96,122Expenses 2014: $63,566Net Income 2014: $32,5562014Revenue 2015: $76,193Expenses 2015: $70,599Net Income 2015: $5,5942015Revenue 2016: $65,335Expenses 2016: $72,569Net Income 2016: -$7,2342016Revenue 2017: $114,446Expenses 2017: $111,558Net Income 2017: $2,8882017Revenue 2018: $31,158Expenses 2018: $42,358Net Income 2018: -$11,2002018Revenue 2019: $26,925Expenses 2019: $39,409Net Income 2019: -$12,4842019Revenue 2020: $33,723Expenses 2020: $43,643Net Income 2020: -$9,9202020Revenue 2021: $11,696Expenses 2021: $13,316Net Income 2021: -$1,6202021Revenue 2022: $13,826Expenses 2022: $16,563Net Income 2022: -$2,7372022

Highlighted filing

2021

Revenue$11,696
Expenses$13,316
Net Income-$1,620
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 28, 2021
Return Version
2020v4.0
Gross Receipts
$11,696
Mission and Program Overview

Mission

See schedule O

Program Services

DescriptionGrantsExpenses
provide programs, resources and expertise to enhance the personal and professional growth of Michigan Educators and their organizations$11,415$11,415
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dave SwierpelPresident/Treasurer-$0--
Laska CreaghSecretary-$0--
Amy ColtonExecutive DirectorPT$0--
Lauren ChildsDirector-$0--
Heather NukollsDirector-$0--
Wendy BurkeDirector-$0--
Catherine Meyer-LoozeDirector-$0--
Margie FellingerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Learning Forward of Michigan
EIN
38-2556352
Address
5041 Red Fox Lane, ANN ARBOR, MI 48105

Signing Officer

Name
Amy Colton
Title
Executive Director
Signed
2021-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Chasnick Accounting Services LLC
Address
5575 Edinborough, West Bloomfield, MI 48322
Preparer
Debbi Ann Chasnick
Phone
2488927364
Supplemental Narrative

Additional Explanations

990EZ Part 1 Line 16 Other Expense

Expenses to run programs and maintain organization

990EZ Part 2 Line 24 Other Assets

Overpayment of organization credit card

990EZ Part 3 Organization Primary Purpose

A statewide organization that provides leadership and support that enhances personal and professional growth of Michigan Educators and their organizations

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Amy Colton
IRS990EZ/BooksInCareOfDetail/PhoneNum07346455995
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05041 Red Fox
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANN ARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038487
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039953
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1620
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09892
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt011696
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0660
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041608
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dave Swierpel
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Childs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heather Nukolls
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Wendy Burke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Catherine Meyer-Looze
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Margie Fellinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03121
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035
IRS990EZ/OtherExpensesTotalAmt03424
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See schedule O
IRS990EZ/ProgramServiceRevenueAmt011029
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0provide programs, resources and expertise to enhance the personal and professional growth of Michigan Educators and their organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011415
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011415
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013316
IRS990EZ/TotalProgramServiceExpensesAmt011415
IRS990EZ/TotalRevenueAmt011696
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017750
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0102077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0188450
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0206200
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033709
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031146
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IRS990ScheduleA/Total509Grp/TotalAmt0206200
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031158
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0114446
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0206252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Expenses to run programs and maintain organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Overpayment of organization credit card
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A statewide organization that provides leadership and support that enhances personal and professional growth of Michigan Educators and their organizations
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990EZ Part 1 Line 16 Other Expense
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990EZ Part 2 Line 24 Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990EZ Part 3 Organization Primary Purpose
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Colton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Learning Forward of Michigan
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0382556352
ReturnHeader/Filer/USAddress/AddressLine1Txt05041 Red Fox Lane
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274239583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chasnick Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05575 Edinborough
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Bloomfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048322
ReturnHeader/PreparerPersonGrp/PhoneNum02488927364
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbi Ann Chasnick
ReturnHeader/ReturnTs02021-10-11T09:44:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Colton
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings