Civic Intelligence

Addison Township Public Library

990 • Fiscal year 2018 • EIN 38-2567933

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

1400 Rochester RdLeonard, MI 48367

(248) 628-7180

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

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

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

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

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

43rd percentile

$45,150

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

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

Asset Growth

56th percentile

2.8%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

59th percentile

8.0%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$2,433,732

Up $66,780 (+2.8%) from 2017

Net Assets

Up

$2,431,216

Up $66,179 (+2.8%) from 2017

Liabilities

Up

$2,516

Up $601 (+31%) from 2017

Revenue

Up

$308,689

Up $22,782 (+8.0%) from 2017

Expenses

Down

$242,510

Down $2,214 (-0.9%) from 2017

Net Income

Up

$66,179

Up $24,996 (+61%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,170,343Liabilities 2011: $1,181Net Assets 2011: $2,169,1622011Assets 2012: $2,179,929Liabilities 2012: $420Net Assets 2012: $2,179,5092012Assets 2013: $2,166,879Liabilities 2013: $1,422Net Assets 2013: $2,165,4572013Assets 2014: $2,157,646Liabilities 2014: $0Net Assets 2014: $2,157,6462014Assets 2015: $2,281,514Liabilities 2015: $2,581Net Assets 2015: $2,278,9332015Assets 2016: $2,323,854Liabilities 2016: $0Net Assets 2016: $2,323,8542016Assets 2017: $2,366,952Liabilities 2017: $1,915Net Assets 2017: $2,365,0372017Assets 2018: $2,433,732Liabilities 2018: $2,516Net Assets 2018: $2,431,2162018Assets 2019: $2,493,802Liabilities 2019: $0Net Assets 2019: $2,493,8022019Assets 2020: $2,600,933Liabilities 2020: $0Net Assets 2020: $2,600,9332020Assets 2021: $2,672,170Liabilities 2021: $0Net Assets 2021: $2,672,1702021Assets 2022: $2,934,652Liabilities 2022: $11,395Net Assets 2022: $2,923,2572022Assets 2023: $2,981,605Liabilities 2023: $7,861Net Assets 2023: $2,973,7442023Assets 2024: $3,150,892Liabilities 2024: $2,609Net Assets 2024: $3,148,2832024

Highlighted filing

2018

Assets$2,433,732
Liabilities$2,516
Net Assets$2,431,216

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $188,000Expenses 2011: $281,085Net Income 2011: -$93,0852011Revenue 2012: $202,560Expenses 2012: $185,796Net Income 2012: $16,7642012Revenue 2013: $187,488Expenses 2013: $198,140Net Income 2013: -$10,6522013Revenue 2014: $188,280Expenses 2014: $202,592Net Income 2014: -$14,3122014Revenue 2015: $347,606Expenses 2015: $226,319Net Income 2015: $121,2872015Revenue 2016: $290,781Expenses 2016: $245,860Net Income 2016: $44,9212016Revenue 2017: $285,907Expenses 2017: $244,724Net Income 2017: $41,1832017Revenue 2018: $308,689Expenses 2018: $242,510Net Income 2018: $66,1792018Revenue 2019: $333,464Expenses 2019: $270,878Net Income 2019: $62,5862019Revenue 2020: $357,914Expenses 2020: $250,783Net Income 2020: $107,1312020Revenue 2021: $321,218Expenses 2021: $249,981Net Income 2021: $71,2372021Revenue 2022: $559,564Expenses 2022: $308,477Net Income 2022: $251,0872022Revenue 2023: $360,417Expenses 2023: $309,930Net Income 2023: $50,4872023Revenue 2024: $411,288Expenses 2024: $236,749Net Income 2024: $174,5392024

Highlighted filing

2018

Revenue$308,689
Expenses$242,510
Net Income$66,179
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$308,689
Mission and Program Overview

Mission

The addison township public library's mission is to provide access to information, literature and learning through print, digital and internet resources. The library also fulfills it's mission by providing lectures, presentations, cultural/educational events and opportunities for community volunteering and social interaction.

PUBLIC LIBRARY

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,687,532$1,683,828▼ $3,704
Cash and Non-Interest-Bearing Accounts$431,815$491,121▲ $59,306
Accounts Receivable$247,605$258,783▲ $11,178
Total Assets$2,366,952$2,433,732▲ $66,780
Liabilities
Accounts Payable and Accrued Expenses$1,915$2,516▲ $601
Total Liabilities$1,915$2,516▲ $601
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,687,532$1,683,828▼ $3,704
Unrestricted Net Assets$677,505$747,388▲ $69,883
Total Net Assets Fund Balance$2,365,037$2,431,216▲ $66,179
Total Liabilities and Net Assets / Fund Balance$2,366,952$2,433,732▲ $66,780

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,644,128--
Equipment$0$7,393-
Leasehold Improvements$39,700$26,236-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jaema BermanLibrary DirectorFT$45,150$45,150

Board Members and Trustees

NameTitle
James BaldigaPresident
Mary FrostVice President
James ElsarelliTrustee
Mary Ellen WarnerTrustee
Marilyn SzostSecretary
Brian HowarthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$298,085
Program Service Revenue
$8,604
Investment Income
$2,000
Other Revenue
$0
All Other Contributions
$19,982
Change in Net Assets
$66,179

Audited Revenue Reconciliation

Revenue per Audited Statements
$308,689
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$308,689
Total Revenue per Form 990
$308,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,766
Salaries, Compensation, and Employee Benefits$117,744
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$64,253--$64,253
Current Officers, Directors, Trustees, and Key Employees$45,150--$45,150
Insurance$16,640--$16,640
Occupancy$15,509--$15,509
Office Expenses$10,712--$10,712
Payroll Taxes$8,341--$8,341
Information Technology$5,033--$5,033
Depreciation Depletion$3,704--$3,704
Fees for Services Accounting$3,500--$3,500
Other Expenses$2,666--$2,666
All Other Expenses$2,042--$2,042
Total Functional Expenses$242,510$0$0$242,510

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$242,510
Expenses per Audited Statements$238,806
Total Expenses per Audited Statements$238,806
Expenses Not Reported on Financial Statements$3,704
Other Expense Adjustments$3,704
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Board members are given copies of the 990 to review before it is filed

Form 990, Part VI, Section B, Line 15A

The board of trustees conducts a yearly evaluation of the director and did a survey of local libraries to determine appropriate compensation for the director.

Form 990, Part VI, Section C, Line 19

Our policies are made available upon request.

Filing and Contact Details

Filer

Filer Name
Addison Township Public Library
EIN
38-2567933
Phone
2486287180
Address
1400 ROCHESTER RD, LEONARD, MI 48367

Signing Officer

Name
Jaema Berman
Title
Library Director
Phone
2486287180
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jaema Berman
Formed
1978
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
14
Volunteers
0

Preparer

Firm
Pslz Llp
Address
1034 W ANN ARBOR TRAIL, PLYMOUTH, MI 48170
Preparer
Susan Bertram CPA
Phone
7344538770
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Miscellaneous: program service expenses 1,687. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,687. Tax tribunals: program service expenses 355. Management and general expenses 0. Fundraising expenses 0. Total expenses 355.

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

DEPRECIATION EXP 3,704.

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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0283449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0331796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187220
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01375862
IRS990ScheduleA/TotalSupportAmt01425868
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07393
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt07393
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03704
IRS990ScheduleD/ExpensesSubtotalAmt0238806
IRS990ScheduleD/LandGrp/BookValueAmt01644128
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01644128
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt039700
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026236
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt065936
IRS990ScheduleD/OtherExpensesNotIncludedAmt03704
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0308689
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DEPRECIATION EXP 3,704.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01683828
IRS990ScheduleD/TotalExpensesPerForm990Amt0242510
IRS990ScheduleD/TotalRevenuePerForm990Amt0308689
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0308689
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0238806
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE GIVEN COPIES OF THE 990 TO REVIEW BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES CONDUCTS A YEARLY EVALUATION OF THE DIRECTOR AND DID A SURVEY OF LOCAL LIBRARIES TO DETERMINE APPROPRIATE COMPENSATION FOR THE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR POLICIES ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS: PROGRAM SERVICE EXPENSES 1,687. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,687. TAX TRIBUNALS: PROGRAM SERVICE EXPENSES 355. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 355.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01687532
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01683828
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02366952
IRS990/TotalAssetsEOYAmt02433732
IRS990/TotalAssetsGrp/BOYAmt02366952
IRS990/TotalAssetsGrp/EOYAmt02433732
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0298085
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0242510
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242510
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01915
IRS990/TotalLiabilitiesEOYAmt02516
IRS990/TotalLiabilitiesGrp/BOYAmt01915
IRS990/TotalLiabilitiesGrp/EOYAmt02516
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02365037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02431216
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0242510
IRS990/TotalProgramServiceRevenueAmt08604
IRS990/TotalReportableCompFromOrgAmt045150
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010604
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0308689
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02366952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02433732
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0677505
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0747388
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01609 CASS LAKE RD
IRS990/USAddress/CityNm0KEEGO HARBOR
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048320
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://WWW.ADDISONTWP.MICHLIBRARY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAEMA BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0LIBRARY DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02486287180
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADDISON TOWNSHIP PUBLIC LIBRARY
ReturnHeader/Filer/BusinessNameControlTxt0ADDI
ReturnHeader/Filer/EIN0382567933
ReturnHeader/Filer/PhoneNum02486287180
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 ROCHESTER RD
ReturnHeader/Filer/USAddress/CityNm0LEONARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048367
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0333045757BD572BC5E9D6A074DF7E4589460BABC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.233.217.209
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:09:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381675416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PSLZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01034 W ANN ARBOR TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048170
ReturnHeader/PreparerPersonGrp/PhoneNum07344538770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN BERTRAM CPA
ReturnHeader/ReturnTs02019-11-13T11:01:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.41$0.24$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.01$2.97$0.36$0.31$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.01$2.92$0.56$0.31$0.25
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.67$0.00$2.67$0.32$0.25$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.36$0.25$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.33$0.27$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.31$0.24$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.29$0.24$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.29$0.25$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.35$0.23$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.19$0.20$0.01
2013Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$0.19$0.20$0.01
2012Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$0.20$0.19$0.02
2011Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$0.19$0.28$0.09