Civic Intelligence

Mt. Pleasant Area Community Foundation Inc.

990 • Fiscal year 2013 • EIN 38-2951873

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

Organization ProfileWWW.MPACF.ORG
PO Box 1283Mt Pleasant, MI 48804-1283

(989) 773-7322

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

19th percentile

$66,168

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$14,269,471

Up $1,633,028 (+13%) from 2012

Net Assets

Up

$14,255,533

Up $1,632,858 (+13%) from 2012

Liabilities

Up

$13,938

Up $170 (+1.2%) from 2012

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin91st percentile

Revenue

$1,884,854

No earlier filing loaded for comparison.

Expenses

Up

$876,684

Up $170,969 (+24%) from 2012

Net Income

$1,008,170

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$40M$30M$20M$10M$0Assets 2010: $10,777,068Liabilities 2010: $1,772,551Net Assets 2010: $9,004,5172010Assets 2011: $10,993,628Liabilities 2011: $13,552Net Assets 2011: $10,980,0762011Assets 2012: $12,636,443Liabilities 2012: $13,768Net Assets 2012: $12,622,6752012Assets 2013: $14,269,471Liabilities 2013: $13,938Net Assets 2013: $14,255,5332013Assets 2014: $15,176,582Liabilities 2014: $2,213,351Net Assets 2014: $12,963,2312014Assets 2015: $15,535,122Liabilities 2015: $2,121,126Net Assets 2015: $13,413,9962015Assets 2016: $16,916,682Liabilities 2016: $2,219,793Net Assets 2016: $14,696,8892016Assets 2017: $20,986,354Liabilities 2017: $3,694,663Net Assets 2017: $17,291,6912017Assets 2018: $20,600,492Liabilities 2018: $3,457,237Net Assets 2018: $17,143,2552018Assets 2019: $23,406,262Liabilities 2019: $4,381,935Net Assets 2019: $19,024,3272019Assets 2020: $26,267,232Liabilities 2020: $5,283,103Net Assets 2020: $20,984,1292020Assets 2021: $30,622,523Liabilities 2021: $5,628,342Net Assets 2021: $24,994,1812021Assets 2022: $26,233,887Liabilities 2022: $4,676,123Net Assets 2022: $21,557,7642022Assets 2023: $29,774,423Liabilities 2023: $5,205,217Net Assets 2023: $24,569,2062023

Highlighted filing

2013

Assets$14,269,471
Liabilities$13,938
Net Assets$14,255,533
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $511,6052010Expenses 2011: $730,7282011Expenses 2012: $705,7152012Revenue 2013: $1,884,854Expenses 2013: $876,684Net Income 2013: $1,008,1702013Revenue 2014: $1,972,174Expenses 2014: $814,606Net Income 2014: $1,157,5682014Revenue 2015: $2,119,912Expenses 2015: $988,913Net Income 2015: $1,130,9992015Revenue 2016: $2,026,512Expenses 2016: $1,048,311Net Income 2016: $978,2012016Revenue 2017: $2,160,694Expenses 2017: $926,114Net Income 2017: $1,234,5802017Revenue 2018: $3,126,051Expenses 2018: $1,019,503Net Income 2018: $2,106,5482018Revenue 2019: $875,181Expenses 2019: $2,029,437Net Income 2019: -$1,154,2562019Revenue 2020: $1,646,991Expenses 2020: $1,554,190Net Income 2020: $92,8012020Revenue 2021: $3,279,905Expenses 2021: $1,101,820Net Income 2021: $2,178,0852021Revenue 2022: $2,737,594Expenses 2022: $1,556,621Net Income 2022: $1,180,9732022Revenue 2023: $2,656,267Expenses 2023: $1,506,522Net Income 2023: $1,149,7452023

Highlighted filing

2013

Revenue$1,884,854
Expenses$876,684
Net Income$1,008,170
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Gross Receipts
$3,028,369
Mission and Program Overview

Mission

To enhance the quality of life for all citizens of isabella county, now and for generations to come, by attracting and holding permanent, endowed funds from a wide range of donors, addressing the needs through grant making, and providing leadership on key community issues.

To enhance the quality of life for all citizens of isabella county, now and for generations to come, by holding and attracting permanent, endowed funds from a wide range of donors, addressing the needs through grant making, and providing leadership on key community issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,442,456$12,368,268▲ $1,925,812
Land, Buildings, and Equipment, Net$600,564$579,383▼ $21,181
Savings and Temporary Cash Investments$659,237$488,983▼ $170,254
Other Notes and Loans Receivable, Net$91,866$84,466▼ $7,400
Pledges and Grants Receivable$39,714$50,605▲ $10,891
Total Assets$12,636,443$14,269,471▲ $1,633,028
Other Assets Total$802,606$697,766▼ $104,840
Liabilities
Grants Payable$12,358$12,112▼ $246
Accounts Payable and Accrued Expenses$1,410$1,826▲ $416
Total Liabilities$13,768$13,938▲ $170
Net Assets / Fund Balance
Unrestricted Net Assets$11,793,028$13,520,228▲ $1,727,200
Temporarily Rstr Net Assets$829,647$735,305▼ $94,342
Total Net Assets Fund Balance$12,622,675$14,255,533▲ $1,632,858
Total Liabilities and Net Assets / Fund Balance$12,636,443$14,269,471▲ $1,633,028

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$530,296$51,600$581,896
Equipment$28,170$29,332$57,502
Land$15,776-$15,776
Other Land Buildings$5,141$1,053$6,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$12,534,074$-403,193▲ $1,519,009-$13,095,433
2012$10,889,022$855,873▲ $1,318,021-$12,534,074
2011$10,699,338$975,345▼ $213,313-$10,889,022
2010$8,165,455$1,954,503▲ $950,701-$10,699,338
2009$5,528,071$1,509,840▲ $1,415,918-$8,165,455
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda SchaferDirectorFT$61,329$4,839$66,168

Board Members and Trustees

NameTitle
Jan StricklerPresident
Al KaufmannTrustee
Bill ChilmanTrustee
Charles HubscherTrustee
Dan EversoleTrustee
Darcy OrlikTrustee
Dave KeilitzTrustee
Don SchusterTrustee
Dyke HeinzeTrustee
Harold StegmanTrustee
Jill BourlandTrustee
Joanne GoldenTrustee
Laura RichardsTrustee
Lon MoreyTrustee
Lynn PohlTrustee
MARY ANN O'NEILTrustee
Nancy RidleyTrustee
Robert WheelerTrustee
Shelly HinckTrustee
Shirley DeckerTrustee
Tom SullivanTrustee
Steve PungSecretary
Terrie ZitzelsbergerTreasurer
Bob LongVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$825,192
Program Service Revenue
$0
Investment Income
$872,081
Other Revenue
$187,581
All Other Contributions
$825,192
Change in Net Assets
$1,008,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,774,301
Revenue Not Reported on Financial Statements
$110,553
Revenue Not Reported on Form 990
$449,439
Other Revenue Adjustments
$110,553
Total Revenue per Audited Statements
$2,223,740
Total Revenue per Form 990
$1,884,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$462,900
Other Expenses$305,766
Salaries, Compensation, and Employee Benefits$108,018
Total Fundraising Expense$18,768
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$399,510--$399,510
Grants to Domestic Individuals$63,390--$63,390
Current Officers, Directors, Trustees, and Key Employees-$49,063$12,266$61,329
Other Salaries and Wages-$31,521-$31,521
Depreciation Depletion-$23,651-$23,651
Fees for Services Accounting-$14,790-$14,790
Conferences and Meetings-$9,302$2,325$11,627
Advertising-$10,840-$10,840
Other Expenses-$10,700-$10,700
Occupancy-$8,081-$8,081
Other Employee Benefits-$6,827$968$7,795
Payroll Taxes-$6,435$938$7,373
All Other Expenses-$5,822$938$6,760
Office Expenses-$6,348-$6,348
Insurance-$3,950$988$4,938
Travel-$1,379$345$1,724
Total Functional Expenses$462,900$395,016$18,768$876,684

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$876,684
Expenses per Audited Statements$728,613
Total Expenses per Audited Statements$728,613
Expenses Not Reported on Financial Statements$148,071
Other Expense Adjustments$148,071
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-1974024-3Child Abuse Program$137,500
38-6004717-GovBridge & Recreation$67,650
38-2270270-3Shelter Security$11,500
38-3365106-GovEducation$5,200
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Trustee/secretaInvestment ServicesNo$8,590
-TrusteeAccounting ServicesNo$2,584
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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, Page 6, Part VI, Line 2

“Steve pung chuck hubscher business steve pung dan eversole business chuck hubscher dan eversole business bob wheeler tom sullivan business bob long jan strickler business steve pung jan strickler business tom sullivan bob long business bob wheeler bob long business al kaufmann don schuster business shelly hinck don schuster business al kaufmann shelly hinck business”

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed and approved by the director and the board prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members and employees are required to sign conflict of interest forms on an annual basis.”

Form 990, Page 6, Part VI, Line 15A

“Executive director evaluated annually by the board. Board approves salary.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

EIN
38-2951873
Phone
9897737322

Signing Officer

Name
Amanda Schafer
Title
Director
Phone
9897737322
Signed
2014-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Schafer
Formed
1990
Legal Domicile
Mi
Voting Board Members
24
Independent Board Members
24
Employees
2
Volunteers
107

Preparer

Preparer
Thomas Coulter
Phone
9894636108
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To enhance the quality of life for all citizens of isabella county, now and for generations to come, by holding and attracting permanent, endowed funds from a wide range of donors, addressing the needs through grant making, and providing leadership on key community issues.”

Form 990, Part XI, Line 9

“Change in value of charitable lead annuity trusts -22,692 donor designation contributions -16,811 donor designation investment income -93,742 donor designation grants and other expenses 148,071”

Form 990, Part XI, Line 9

“Donor designation liability 137,731”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Change in value of charitable lead annuity trusts -22,692”

Schedule D, Page 4, Part XI, Line 4B

“Donor designation contributions 16,811 donor designation investment income 93,742”

Schedule D, Page 4, Part XII, Line 4B

“Donor designation grants and other expenses 148,071”

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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,269,471
Liabilities
$13,938
Net assets
$14,255,533
Revenue
$1,884,854
Expenses
$876,684
Net income
$1,008,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.8$5.21$24.6$2.66$1.51$1.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$4.68$21.6$2.74$1.56$1.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$5.63$25.0$3.28$1.10$2.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$5.28$21.0$1.65$1.55$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$4.38$19.0$0.88$2.03$1.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$3.46$17.1$3.13$1.02$2.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$3.69$17.3$2.16$0.93$1.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$2.22$14.7$2.03$1.05$0.98
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$2.12$13.4$2.12$0.99$1.13
2014Detailed filing. Detailed filing data is available for this year.$15.2$2.21$13.0$1.97$0.81$1.16
2013Detailed filing. Detailed filing data is available for this year.$14.3$0.01$14.3$1.88$0.88$1.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.01$12.6$0.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.01$11.0$0.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$1.77$9.00$0.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits