Civic Intelligence

Roscommon County United Way

EIN 38-2977871 • 501(c)3 • Houghton Lake, MI

Profile

Support charitable organizations.

PO Box 1003Houghton Lake, MI 48629

www.roscommoncountyunitedway.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.46x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

0.65x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$39,991

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-38%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-28%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$463,173

Down $280,822 (-38%) from 2022

Liabilities

Down

$213,503

Down $238,609 (-53%) from 2022

Net Assets

Down

$249,670

Down $42,213 (-14%) from 2022

Revenue

Down

$325,966

Down $123,794 (-28%) from 2022

Expenses

Up

$368,179

Up $145,211 (+65%) from 2022

Net Income

Down

-$42,213

Down $269,005 (-119%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $23,815Liabilities 2011: $1942011Assets 2012: $32,449Liabilities 2012: $2542012Assets 2013: $44,728Liabilities 2013: $02013Assets 2014: $44,728Liabilities 2014: $02014Assets 2015: $78,938Liabilities 2015: $02015Assets 2016: $103,926Liabilities 2016: $02016Assets 2017: $82,539Liabilities 2017: $02017Assets 2018: $55,742Liabilities 2018: $02018Assets 2019: $47,366Liabilities 2019: $02019Assets 2020: $70,241Liabilities 2020: $3,168Net Assets 2020: $67,0732020Assets 2021: $91,064Liabilities 2021: $25,973Net Assets 2021: $65,0912021Assets 2022: $743,995Liabilities 2022: $452,112Net Assets 2022: $291,8832022Assets 2023: $463,173Liabilities 2023: $213,503Net Assets 2023: $249,6702023

Highlighted filing

2023

Assets$463,173
Liabilities$213,503
Net Assets$249,670

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $42,739Expenses 2011: $46,400Net Income 2011: -$3,6612011Revenue 2012: $49,529Expenses 2012: $40,955Net Income 2012: $8,5742012Revenue 2013: $37,706Expenses 2013: $25,173Net Income 2013: $12,5332013Revenue 2014: $37,706Expenses 2014: $25,173Net Income 2014: $12,5332014Revenue 2015: $79,300Expenses 2015: $44,586Net Income 2015: $34,7142015Revenue 2016: $78,982Expenses 2016: $53,994Net Income 2016: $24,9882016Revenue 2017: $39,262Expenses 2017: $60,649Net Income 2017: -$21,3872017Revenue 2018: $33,786Expenses 2018: $60,583Net Income 2018: -$26,7972018Revenue 2019: $54,033Expenses 2019: $62,409Net Income 2019: -$8,3762019Revenue 2020: $54,962Expenses 2020: $35,255Net Income 2020: $19,7072020Revenue 2021: $49,262Expenses 2021: $51,244Net Income 2021: -$1,9822021Revenue 2022: $449,760Expenses 2022: $222,968Net Income 2022: $226,7922022Revenue 2023: $325,966Expenses 2023: $368,179Net Income 2023: -$42,2132023

Highlighted filing

2023

Revenue$325,966
Expenses$368,179
Net Income-$42,213

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$2.14$2.50$3.26$3.68$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$4.52$2.92$4.50$2.23$2.27
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.26$0.65$0.49$0.51$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.03$0.67$0.55$0.35$0.20
2019Summary only. Only limited summary data is available for this year.$0.47$0.00$0.54$0.62$0.08
2018Summary only. Only limited summary data is available for this year.$0.56$0.00$0.34$0.61$0.27
2017Summary only. Only limited summary data is available for this year.$0.83$0.00$0.39$0.61$0.21
2016Summary only. Only limited summary data is available for this year.$1.04$0.00$0.79$0.54$0.25
2015Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.45$0.35
2014Summary only. Only limited summary data is available for this year.$0.45$0.00$0.38$0.25$0.13
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.38$0.25$0.13
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.50$0.41$0.09
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.43$0.46$0.04
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 23, 2022
Return Version
2021v4.0
Gross Receipts
$49,262
Mission and Program Overview

Mission

Support charitable organizations.

Program Services

DescriptionGrantsExpenses
COLLECT PUBLIC CONTRIBUTIONS TO BE DISTRIBUTED TO OTHER CHARITABLE ORGANIZATIONS.-$30,468
COLLECT PUBLIC CONTRIBUTIONS TO BE DISTRIBUTED TO OTHER CHARITABLE-$101
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERRIE BENCHLEYExec CoordinPT$18,750-$18,750
JEFF SHARPEChair-$0--
DIANE NELSONVice Chair-$0--
TAMMY FRISBEBoard Member-$0--
BRYAN THOMPSONSecretary/Tr-$0--
RICH CASTLEBoard Member-$0--
MAREY JURKOVICHBoard Member-$0--
BRIAN KOBOLDTBoard Member-$0--
SARAH MCCOMBBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Roscommon County United Way
EIN
38-2977871
Phone
9892752067
Address
PO BOX 1003, HOUGHTON LAKE, MI 48629

Signing Officer

Name
Cherrie Benchley
Title
Exec Coordinator
Phone
9892752067
Signed
2022-06-23
Discuss with paid preparer
Yes

Preparer

Firm
James M Anderson Pc
Address
PO BOX 255, ROSCOMMON, MI 48653-0255
Preparer
James M Anderson CPA
Phone
9898218601
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

2,250

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 81 office 318 insurance 477 28,218 total 29,094

Form 990-ez, Part II, Line 24

Equipment 2,022 2,022 less accumulated depreciation 2,022 2,022 total 0 0

Form 990-ez, Part II, Line 26

Deferred revenue 0 25,973 unsecured notes and loans payable 3,168 0

Form 990-ez, Part III, Line 31

Collect public contributions to be distributed to other charitable

Raw XML Appendix170 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NONE
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0NONE
IRS990EZ/BooksInCareOfDetail/PhoneNum09892752067
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1003
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUGHTON LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070241
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091064
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt049254
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1982
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019720
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070241
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091064
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02250
IRS990EZ/GrossReceiptsAmt049262
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067073
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065091
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067073
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065091
IRS990EZ/OccupancyRentUtltsAndMaintAmt0180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt730.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt718750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF SHARPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMMY FRISBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRYAN THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICH CASTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MAREY JURKOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN KOBOLDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHERRIE BENCHLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SARAH MCCOMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXEC COORDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECT PUBLIC CONTRIBUTIONS TO BE DISTRIBUTED TO OTHER CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COLLECT PUBLIC CONTRIBUTIONS TO BE DISTRIBUTED TO OTHER CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030468
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1101
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03168
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025973
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051244
IRS990EZ/TotalProgramServiceExpensesAmt030569
IRS990EZ/TotalRevenueAmt049262
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROSCOMMONCOUNTYUNITEDWAY.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 1,833
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt049254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0219097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0111
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01833
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01833
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99120
IRS990ScheduleA/PublicSupportPY170Pct00.99210
IRS990ScheduleA/PublicSupportTotal170Amt0219097
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt049254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039206
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0219097
IRS990ScheduleA/TotalSupportAmt0221041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 81 OFFICE 318 INSURANCE 477 28,218 TOTAL 29,094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 2,022 2,022 LESS ACCUMULATED DEPRECIATION 2,022 2,022 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 0 25,973 UNSECURED NOTES AND LOANS PAYABLE 3,168 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COLLECT PUBLIC CONTRIBUTIONS TO BE DISTRIBUTED TO OTHER CHARITABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERRIE BENCHLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC COORDINATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09892752067
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSCOMMON COUNTY UNITED WAY
ReturnHeader/Filer/BusinessNameControlTxt0ROSC
ReturnHeader/Filer/EIN0382977871
ReturnHeader/Filer/PhoneNum09892752067
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1003
ReturnHeader/Filer/USAddress/CityNm0HOUGHTON LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048629
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203984964
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES M ANDERSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSCOMMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0486530255
ReturnHeader/PreparerPersonGrp/PhoneNum09898218601
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M ANDERSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-07-12T18:09:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHERRIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENCHLEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits