Civic Intelligence

M&M Area Community Foundation

990 • Fiscal year 2019 • EIN 38-3264725

Jan 01, 2019 to Dec 31, 2019 • Filed on May 19, 2020

Organization ProfileWWW.MMCOMMUNITYFOUNDATION.ORG
1110 10th Avenue Rm/Ste L-1Menominee, MI 49858

(906) 864-3599

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.07x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.74x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

17th percentile

$76,918

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$11,129,542

Up $1,391,782 (+14%) from 2018

Net Assets

Up

$10,346,391

Up $1,253,356 (+14%) from 2018

Liabilities

Up

$783,151

Up $138,426 (+21%) from 2018

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin15th percentile

Revenue

Down

$1,059,985

Down $424,290 (-29%) from 2018

Expenses

Down

$1,181,284

Down $200,333 (-14%) from 2018

Net Income

Down

-$121,299

Down $223,957 (-218%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $5,880,328Liabilities 2010: $592,925Net Assets 2010: $5,287,4032010Assets 2011: $6,388,743Liabilities 2011: $819,188Net Assets 2011: $5,569,5552011Assets 2012: $6,890,983Liabilities 2012: $448,223Net Assets 2012: $6,442,7602012Assets 2013: $7,810,546Liabilities 2013: $322,991Net Assets 2013: $7,487,5552013Assets 2014: $8,127,062Liabilities 2014: $277,886Net Assets 2014: $7,849,1762014Assets 2015: $8,141,095Liabilities 2015: $250,002Net Assets 2015: $7,891,0932015Assets 2016: $9,491,365Liabilities 2016: $506,765Net Assets 2016: $8,984,6002016Assets 2017: $10,449,319Liabilities 2017: $720,527Net Assets 2017: $9,728,7922017Assets 2018: $9,737,760Liabilities 2018: $644,725Net Assets 2018: $9,093,0352018Assets 2019: $11,129,542Liabilities 2019: $783,151Net Assets 2019: $10,346,3912019Assets 2020: $10,573,840Liabilities 2020: $823,809Net Assets 2020: $9,750,0312020Assets 2021: $13,449,380Liabilities 2021: $845,003Net Assets 2021: $12,604,3772021Assets 2022: $12,324,397Liabilities 2022: $681,277Net Assets 2022: $11,643,1202022Assets 2023: $13,909,712Liabilities 2023: $762,311Net Assets 2023: $13,147,4012023Assets 2024: $15,036,360Liabilities 2024: $846,963Net Assets 2024: $14,189,3972024

Highlighted filing

2019

Assets$11,129,542
Liabilities$783,151
Net Assets$10,346,391
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $375,9512010Expenses 2011: $440,9112011Expenses 2012: $548,2552012Revenue 2013: $991,804Expenses 2013: $570,252Net Income 2013: $421,5522013Revenue 2014: $823,141Expenses 2014: $566,066Net Income 2014: $257,0752014Revenue 2015: $968,892Expenses 2015: $747,810Net Income 2015: $221,0822015Revenue 2016: $1,741,478Expenses 2016: $962,903Net Income 2016: $778,5752016Revenue 2017: $1,460,359Expenses 2017: $1,768,739Net Income 2017: -$308,3802017Revenue 2018: $1,484,275Expenses 2018: $1,381,617Net Income 2018: $102,6582018Revenue 2019: $1,059,985Expenses 2019: $1,181,284Net Income 2019: -$121,2992019Revenue 2020: $1,236,528Expenses 2020: $2,277,853Net Income 2020: -$1,041,3252020Revenue 2021: $3,174,787Expenses 2021: $1,169,561Net Income 2021: $2,005,2262021Revenue 2022: $1,935,940Expenses 2022: $913,894Net Income 2022: $1,022,0462022Revenue 2023: $1,065,780Expenses 2023: $1,113,390Net Income 2023: -$47,6102023Revenue 2024: $931,207Expenses 2024: $1,320,486Net Income 2024: -$389,2792024

Highlighted filing

2019

Revenue$1,059,985
Expenses$1,181,284
Net Income-$121,299
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 19, 2020
Return Version
2019v5.0
Gross Receipts
$1,083,685
Mission and Program Overview

Mission

To encourage and provide opportunities for charitable giving, to manage and distribute the funds in a responsible manner, and to enhance the quality of life for people with a primary focus in menominee and marinette counties.

To inspire to provide lasting legacies that enrich our communities. We are committed to helping donors achieve their charitable goals by making the process of giving easier and more efficient.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,957,441$10,821,251▲ $1,863,810
Savings and Temporary Cash Investments$563,620$228,013▼ $335,607
Cash and Non-Interest-Bearing Accounts$74,736$51,514▼ $23,222
Land, Buildings, and Equipment, Net-$8,333-
Prepaid Expenses and Deferred Charges$2,722$2,887▲ $165
Accounts Receivable-$626-
Total Assets$9,737,760$11,129,542▲ $1,391,782
Other Assets Total$139,241$16,918▼ $122,323
Liabilities
Other Liabilities$628,124$779,800▲ $151,676
Accounts Payable and Accrued Expenses$14,101$3,351▼ $10,750
Deferred Revenue$2,500--
Total Liabilities$644,725$783,151▲ $138,426
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,079,151$10,329,473▲ $1,250,322
Net Assets With Donor Restrictions$13,884$16,918▲ $3,034
Total Net Assets Fund Balance$9,093,035$10,346,391▲ $1,253,356
Total Liabilities and Net Assets / Fund Balance$9,737,760$11,129,542▲ $1,391,782

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,333$8,427-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$9,106,016$1,002,976▲ $1,605,911$409,649$10,335,024
2018$9,728,681$1,374,864▼ $540,609$269,835$9,106,016
2017$8,984,817$1,433,652▲ $1,232,311$254,834$9,728,681
2016$7,891,099$1,683,674▲ $518,114$285,454$8,984,817
2015$7,849,175$879,068▼ $28,200$260,022$7,891,099
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paula GruszynskiExecutive DiFT$76,918$76,918

Board Members and Trustees

NameTitle
Daniel WardPresident
Alex PrestineDirector
Chris BehrendDirector
Christian BoyleDirector
Cindy BoyleDirector
Cynthia KuberDirector
Heather HuebnerDirector
Jackie KampsDirector
Josh JonesDirector
Mark RasnerDirector
Paul HinikerDirector
Todd SchloegelDirector
Jen SchillerSecretary
Susan EllieTreasurer
John LeeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$682,172
Program Service Revenue
$149,067
Investment Income
$220,748
Other Revenue
$7,998
All Other Contributions
$682,172
Change in Net Assets
$-121,299

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,002,176
Revenue Not Reported on Financial Statements
$57,809
Revenue Not Reported on Form 990
$1,390,065
Total Revenue per Audited Statements
$2,392,241
Total Revenue per Form 990
$1,059,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$654,547
Other Expenses$369,696
Salaries, Compensation, and Employee Benefits$157,041
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$540,417--$540,417
Grants to Domestic Individuals$114,130--$114,130
Current Officers, Directors, Trustees, and Key Employees$61,535$15,384-$76,919
Other Salaries and Wages$50,537$12,633-$63,170
Fees for Service Investment Mgmnt Fees$57,809--$57,809
Conferences and Meetings$11,449$10,639-$22,088
Fees for Services Accounting-$20,146-$20,146
Payroll Taxes$10,338$2,585-$12,923
All Other Expenses$10,021$1,200-$11,221
Occupancy$6,192$1,548-$7,740
Travel$4,543$1,136-$5,679
Office Expenses$3,807$952-$4,759
Other Expenses$4,558$2,640-$4,558
Pension Plan Contributions$3,223$806-$4,029
Information Technology$2,643$661-$3,304
Insurance$2,112$528-$2,640
Depreciation Depletion-$1,667-$1,667
Total Functional Expenses$1,108,759$72,525$0$1,181,284

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,181,284
Total Expenses per Audited Statements$1,138,885
Expenses per Audited Statements$1,123,475
Expenses Not Reported on Financial Statements$57,809
Expenses Not Reported on Form 990$15,410
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of MarinetteMarinette, WIGovConstruction Expense$178,490
Greater M & M YmcaMenominee, MI3Program Supplies$78,408
School District of CrivitzCrivitz, WI3Playground Project$54,055
Dar Boys & Girls ClubMenominee, MI3Summer Day Camp$50,140
City of MenomineeMenominee, MIGovConstruction$47,110
Menominee Area Public SchoolsMenominee, MIGovReimbursement for Ex$26,800
Twin Counties Free ClinicMarinette, WI3Working Capital$15,614
St Thomas Aquinas AcademyMarinette, WI3Supplies & Gift Card$9,750
Healthy Youth Coalition of M & MMenominee, MI3Drug & Alcohol Aware$6,600
St Joseph Conference - MarinetteMarinette, WIGovOperating Supplies$6,000
Menominee Animal ShelterMenominee, MI3Operating Support$5,760
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Liability$779,800
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 35% controlled entity
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, Page 6, Part VI, Line 11B

“The executive director reviews and approves the 990 prior to submitting the return.”

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

“The foundation presents its conflict of interest policy to all board of directors annually and requires each director to disclose all relationships with both for-profit and not-for-profit organizations that the foundation may conduct business with or issue grants to. In addition, directors disclose their role with financial institutions in which the foundation has invested assets. Directors are required to abstain from voting on all business matters in which a potential conflict of interest may exist. If a member has to abstain from a vote due to a conflict of interest, this is noted in the minutes. All conflict of interest disclosure forms are kept by the foundation as a permanent record. At the beginning of each board meeting the board chair reminds members of the conflict of interest policy.”

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

“Review by executive committee with recommendation to board.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
M & M Area Community Foundation
EIN
38-3264725
Phone
9068643599
Address
1110 10TH AVENUE RM/STE L-1, MENOMINEE, MI 49858

Signing Officer

Name
Daniel Ward
Title
President
Phone
9068643599
Signed
2020-05-19

Organization Details

Principal Officer
Daniel Ward
Formed
1994
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
122

Preparer

Firm
Kerberrose Sc
Address
115 E 5TH ST, SHAWANO, WI 54166
Preparer
Zachary Linsmeyer CPA
Phone
7155269400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has been classified as an other-than private foundation and is tax-exempt under section 501(c)(3) of the internal revenue code. Accordingly, no income tax provision is recognized for financial reporting purposes. Gifts, grants and bequests are deductible by donors within limitations of the internal revenue code. The organization is subject to a tax on income from any unrelated activities. The organization continually evaluates its tax position, changes in tax law and new authoritative rulings for potential implications to its tax status. The organization has not identified any income it would consider to be unrelated business income.”

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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,129,542
Liabilities
$783,151
Net assets
$10,346,391
Revenue
$1,059,985
Expenses
$1,181,284
Net income
-$121,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.85$14.2$0.93$1.32$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.76$13.1$1.07$1.11$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.68$11.6$1.94$0.91$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.85$12.6$3.17$1.17$2.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.82$9.75$1.24$2.28$1.04
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.78$10.3$1.06$1.18$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.74$0.64$9.09$1.48$1.38$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.72$9.73$1.46$1.77$0.31
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.49$0.51$8.98$1.74$0.96$0.78
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.14$0.25$7.89$0.97$0.75$0.22
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.28$7.85$0.82$0.57$0.26
2013Detailed filing. Detailed filing data is available for this year.$7.81$0.32$7.49$0.99$0.57$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.89$0.45$6.44$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.82$5.57$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$0.59$5.29$0.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $10M-$25M nonprofits