Civic Intelligence

M&M Area Community Foundation

990 • Fiscal year 2020 • EIN 38-3264725

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

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

0.08x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.67x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

4th percentile

-84%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$81,045

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

12th percentile

-5.0%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$10,573,840

Down $555,702 (-5.0%) from 2019

Net Assets

Down

$9,750,031

Down $596,360 (-5.8%) from 2019

Liabilities

Up

$823,809

Up $40,658 (+5.2%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin4th percentile

Revenue

Up

$1,236,528

Up $176,543 (+17%) from 2019

Expenses

Up

$2,277,853

Up $1,096,569 (+93%) from 2019

Net Income

Down

-$1,041,325

Down $920,026 (-758%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2020

Assets$10,573,840
Liabilities$823,809
Net Assets$9,750,031
Open 2020 Filing

Operations Trend

Revenue Growth74th 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

2020

Revenue$1,236,528
Expenses$2,277,853
Net Income-$1,041,325
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.0
Gross Receipts
$1,236,528
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$10,821,251$10,007,495▼ $813,756
Cash and Non-Interest-Bearing Accounts$51,514$285,211▲ $233,697
Savings and Temporary Cash Investments$228,013$237,149▲ $9,136
Accounts Receivable$626$17,250▲ $16,624
Land, Buildings, and Equipment, Net$8,333$6,667▼ $1,666
Prepaid Expenses and Deferred Charges$2,887$1,825▼ $1,062
Total Assets$11,129,542$10,573,840▼ $555,702
Other Assets Total$16,918$18,243▲ $1,325
Liabilities
Other Liabilities$779,800$782,133▲ $2,333
Accounts Payable and Accrued Expenses$3,351$41,676▲ $38,325
Total Liabilities$783,151$823,809▲ $40,658
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,329,473$9,731,788▼ $597,685
Net Assets With Donor Restrictions$16,918$18,243▲ $1,325
Total Net Assets Fund Balance$10,346,391$9,750,031▼ $596,360
Total Liabilities and Net Assets / Fund Balance$11,129,542$10,573,840▼ $555,702

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,667$10,093-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$10,335,024$1,168,625▲ $641,289$1,603,990$9,744,844
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
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paula GruszynskiExecutive DiFT$81,045$81,045

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$909,796
Program Service Revenue
$130,059
Investment Income
$186,282
Other Revenue
$10,391
All Other Contributions
$882,796
Change in Net Assets
$-1,041,325

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,183,899
Revenue Not Reported on Financial Statements
$52,629
Revenue Not Reported on Form 990
$452,039
Total Revenue per Audited Statements
$1,635,938
Total Revenue per Form 990
$1,236,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,604,692
Grants and Similar Amounts Paid$519,365
Salaries, Compensation, and Employee Benefits$153,796
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$408,570--$408,570
Grants to Domestic Individuals$110,795--$110,795
Current Officers, Directors, Trustees, and Key Employees$64,836$16,209-$81,045
Other Salaries and Wages$46,135$11,534-$57,669
Fees for Service Investment Mgmnt Fees$52,629--$52,629
Fees for Services Accounting$4,680$22,750-$27,430
Payroll Taxes$8,821$2,205-$11,026
Conferences and Meetings$6,238$4,509-$10,747
Occupancy$6,192$1,548-$7,740
Information Technology$5,322$1,330-$6,652
Other Expenses$3,596$899-$4,495
Office Expenses$3,529$883-$4,412
All Other Expenses$3,564$515-$4,079
Pension Plan Contributions$3,245$811-$4,056
Insurance$2,146$536-$2,682
Depreciation Depletion-$1,666-$1,666
Travel$726$181-$907
Total Functional Expenses$2,212,277$65,576$0$2,277,853

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,277,853
Total Expenses per Audited Statements$2,232,298
Expenses per Audited Statements$2,225,224
Expenses Not Reported on Financial Statements$52,629
Expenses Not Reported on Form 990$7,074
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dar Boys & Girls ClubMenominee, MI3Operating Support$34,330
Greater M & M YmcaMenominee, MI3Operating Suport$21,740
City of MenomineeMenominee, MIGovConstruction$14,429
Menominee Animal ShelterMenominee, MI3Operating Support$14,080
St Joseph Conference - MarinetteMarinette, WIGovProgram Expenses$11,800
Twin Counties Free ClinicMarinette, WI3Working Capital$11,321
St Vincent De PaulMarinette, WI3Covid 19 Relief$11,250
Crivitz Rescue Squad IncCrivitz, WI3Covid 19 Relief$10,750
St Thomas Aquinas AcademyMarinette, WI3Operating$10,330
Casa of Menominee CoMenominee, MI3Faith Sandahl Build$10,250
River City Community PoolMarinette, WI3Capacity Buliding$10,000
Marinette County Historical SocietyMarinette, WI3Hvac System$9,800
Abundant Life MissionMenominee, MI3Covid 19 Relief$8,450
Marinette County Group Home AssMarinette, WI3Capacity Bulding$8,000
Marinette County Public Health DeptMarinette, WIGovSafety Program$7,570
Wausaukee Enterprises IncWausaukee, WI3Covid-19 Relief$7,120
Twin Bridge Rescue SquadCrivitz, WI3Covid 19 Relief$7,000
Rainbow House Domestic AbuseMarinette, WI3Domestic Viol. Aware$6,000
Pincrest Medical Care FacilityMarinette, WI3Serenity Room$5,033
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$782,133
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
2021-10-12

Organization Details

Principal Officer
Daniel Ward
Formed
1994
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
89

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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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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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,573,840
Liabilities
$823,809
Net assets
$9,750,031
Revenue
$1,236,528
Expenses
$2,277,853
Net income
-$1,041,325
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
2020Detailed filing. Detailed filing data is available for this year.$10.6$0.82$9.75$1.24$2.28$1.04
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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