Civic Intelligence

Sharecare of Leelanau Inc

EIN 38-3094734 • 501(c)3 • Lake Leelanau, MI

Profile

Volunteer and registered nursing assistance for senior citizens to remain in their homes.

7401 E Duck Lake RoadLake Leelanau, MI 49653

www.sharecareleelanau.org

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

55th percentile

4.5%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$70,326

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

66%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$320,503

Down $69,289 (-18%) from 2022

Liabilities

Up

$11,886

Up $607 (+5.4%) from 2022

Net Assets

Down

$308,617

Down $69,896 (-18%) from 2022

Revenue

Down

$199,297

Down $37,426 (-16%) from 2022

Expenses

Down

$272,060

Down $10,438 (-3.7%) from 2022

Net Income

Down

-$72,763

Down $26,988 (-59%) from 2022

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $214,882Liabilities 2011: $1,248Net Assets 2011: $213,6342011Assets 2012: $210,109Liabilities 2012: $1,385Net Assets 2012: $208,7242012Assets 2013: $190,940Liabilities 2013: $997Net Assets 2013: $189,9432013Assets 2014: $272,139Liabilities 2014: $9,434Net Assets 2014: $262,7052014Assets 2015: $247,757Liabilities 2015: $7,697Net Assets 2015: $240,0602015Assets 2016: $263,143Liabilities 2016: $8,225Net Assets 2016: $254,9182016Assets 2018: $255,785Liabilities 2018: $4,5142018Assets 2019: $275,849Liabilities 2019: $7,881Net Assets 2019: $267,9682019Assets 2020: $381,910Liabilities 2020: $45,327Net Assets 2020: $336,5832020Assets 2021: $497,060Liabilities 2021: $7,793Net Assets 2021: $489,2672021Assets 2022: $389,792Liabilities 2022: $11,279Net Assets 2022: $378,5132022Assets 2023: $320,503Liabilities 2023: $11,886Net Assets 2023: $308,6172023

Latest loaded filing

2023

Assets$320,503
Liabilities$11,886
Net Assets$308,617

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $108,296Expenses 2011: $115,152Net Income 2011: -$6,8562011Revenue 2012: $120,199Expenses 2012: $125,109Net Income 2012: -$4,9102012Revenue 2013: $120,603Expenses 2013: $139,264Net Income 2013: -$18,6612013Revenue 2014: $231,100Expenses 2014: $161,779Net Income 2014: $69,3212014Revenue 2015: $134,584Expenses 2015: $157,229Net Income 2015: -$22,6452015Revenue 2016: $168,954Expenses 2016: $160,040Net Income 2016: $8,9142016Revenue 2018: $155,025Expenses 2018: $154,545Net Income 2018: $4802018Revenue 2019: $215,496Expenses 2019: $231,196Net Income 2019: -$15,7002019Revenue 2020: $300,062Expenses 2020: $255,417Net Income 2020: $44,6452020Revenue 2021: $406,226Expenses 2021: $282,943Net Income 2021: $123,2832021Revenue 2022: $236,723Expenses 2022: $282,498Net Income 2022: -$45,7752022Revenue 2023: $199,297Expenses 2023: $272,060Net Income 2023: -$72,7632023

Latest loaded filing

2023

Revenue$199,297
Expenses$272,060
Net Income-$72,763

Filings

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.$3.21$0.12$3.09$1.99$2.72$0.73
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.90$0.11$3.79$2.37$2.82$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.08$4.89$4.06$2.83$1.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.45$3.37$3.00$2.55$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.08$2.68$2.15$2.31$0.16
2018Summary only. Only limited summary data is available for this year.$2.56$0.05$1.55$1.55$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.08$2.55$1.69$1.60$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.48$0.08$2.40$1.35$1.57$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.72$0.09$2.63$2.31$1.62$0.69
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$1.21$1.39$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.01$2.09$1.20$1.25$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.01$2.14$1.08$1.15$0.07
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Gross Receipts
$134,584
Mission and Program Overview

Mission

To facilitate connecting the leelanau county community of seniors with services and activities that promote a healthy independent and fulfilled lifestyle while aging.

Volunteer and registered nursing assistance for senior citizens to remain in their homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$272,139$247,757▼ $24,382
Total Assets$272,139$247,757▼ $24,382
Liabilities
Accounts Payable and Accrued Expenses$9,434$7,697▼ $1,737
Total Liabilities$9,434$7,697▼ $1,737
Net Assets / Fund Balance
Unrestricted Net Assets$262,705$240,060▼ $22,645
Total Net Assets Fund Balance$262,705$240,060▼ $22,645
Total Liabilities and Net Assets / Fund Balance$272,139$247,757▼ $24,382
Compensation and Service Providers

Board Members and Trustees

NameTitle
Vina MikesellPresident &
Angela WillsDirector
Jane MillerDirector
John SmartDirector
Karen ZemaitisDirector
Karl MarshDirector
Kathy SeitzDirector
Robert OlsonDirector
Shep SheppardDirector
Treva De JongDirector
Larry HauserSecretary &
Larry CoppardVP & Directo
Revenue and Support

Revenue Composition

Contributions and Grants
$55,589
Program Service Revenue
$59,963
Investment Income
$388
Other Revenue
$18,644
All Other Contributions
$55,589
Change in Net Assets
$-22,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$125,731
Other Expenses$31,498
Total Fundraising Expense$2,814
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$93,688--$93,688
Other Employee Benefits$21,810--$21,810
Office Expenses$6,072$759$759$7,590
Payroll Taxes$7,446--$7,446
Fees for Services Accounting$5,071$564-$5,635
Occupancy$3,360$420$420$4,200
Travel$3,467--$3,467
Pension Plan Contributions$2,787--$2,787
Insurance$1,043$1,407-$2,450
Fees for Services Legal-$1,500-$1,500
Fees for Services Other$1,473--$1,473
Other Expenses$357$410$357$410
Total Functional Expenses$148,077$6,338$2,814$157,229
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,754
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$17,754$17,754-$17,754
Total Events$17,754$17,754-$17,754
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
Backup withholding compliance
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
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Sharecare of Leelanau Inc
EIN
38-3094734
Phone
2312560221
Address
7401 E DUCK LAKE ROAD, LAKE LEELANAU, MI 49653

Signing Officer

Name
Vina Mikesell
Title
President & Director
Phone
2312560221
Signed
2016-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vina Mikesell
Formed
1993
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
2

Preparer

Firm
David Faught CPA
Address
PO BOX 324, SUTTONS BAY, MI 49682-0324
Preparer
David Faught CPA
Phone
2312714011
Raw XML Appendix395 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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IRS990/AllOtherContributionsAmt055589
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHARECARE OF LEELANAU
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0SHARECARE OF LEELANAU
IRS990/BooksInCareOfDetail/PhoneNum02312560221
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07401 E DUCK LAKE RD
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt07401 E DUCK LAKE RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKE LEELANAU
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049653
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IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
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IRS990/CashNonInterestBearingGrp/EOYAmt0247757
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IRS990/CompensationFromOtherSrcsInd0false
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IRS990/EmployeeCnt02
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
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IRS990/Form990PartVIISectionAGrp/PersonNm1LARRY COPPARD
IRS990/Form990PartVIISectionAGrp/PersonNm2LARRY HAUSER
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IRS990/Form990PartVIISectionAGrp/PersonNm11KAREN ZEMAITIS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP & DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY &
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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