Civic Intelligence

M&M Area Community Foundation

990 • Fiscal year 2021 • EIN 38-3264725

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 20, 2022

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

33rd percentile

0.06x

Higher debt load relative to assets than 33% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.27x

Higher debt load relative to revenue than 55% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

23rd percentile

$97,575

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

80th percentile

27%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

157%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$13,449,380

Up $2,875,540 (+27%) from 2020

Net Assets

Up

$12,604,377

Up $2,854,346 (+29%) from 2020

Liabilities

Up

$845,003

Up $21,194 (+2.6%) from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin91st percentile

Revenue

Up

$3,174,787

Up $1,938,259 (+157%) from 2020

Expenses

Down

$1,169,561

Down $1,108,292 (-49%) from 2020

Net Income

Up

$2,005,226

Up $3,046,551 (+293%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2021

Assets$13,449,380
Liabilities$845,003
Net Assets$12,604,377
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$3,174,787
Expenses$1,169,561
Net Income$2,005,226
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 20, 2022
Return Version
2021v4.0
Gross Receipts
$3,174,787
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 peopel 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$10,007,495$12,741,750▲ $2,734,255
Savings and Temporary Cash Investments$237,149$577,455▲ $340,306
Cash and Non-Interest-Bearing Accounts$285,211$104,206▼ $181,005
Accounts Receivable$17,250--
Land, Buildings, and Equipment, Net$6,667$5,000▼ $1,667
Prepaid Expenses and Deferred Charges$1,825$994▼ $831
Total Assets$10,573,840$13,449,380▲ $2,875,540
Other Assets Total$18,243$19,975▲ $1,732
Liabilities
Other Liabilities$782,133$832,385▲ $50,252
Accounts Payable and Accrued Expenses$41,676$12,618▼ $29,058
Total Liabilities$823,809$845,003▲ $21,194
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,731,788$12,584,402▲ $2,852,614
Net Assets With Donor Restrictions$18,243$19,975▲ $1,732
Total Net Assets Fund Balance$9,750,031$12,604,377▲ $2,854,346
Total Liabilities and Net Assets / Fund Balance$10,573,840$13,449,380▲ $2,875,540

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,000$11,760-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$9,744,844$3,107,279▲ $1,039,803$294,449$12,607,313
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
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paula GruszynskiExecutive DiFT$97,575$97,575

Board Members and Trustees

NameTitle
Daniel WardPresident
Alex MamonovDirector
Ava DahlmanDirector
Christian BoyleDirector
Cindy BoyleDirector
Cynthia KuberDirector
Heather HuebnerDirector
Jackie KampsDirector
Josh JonesDirector
Kerry DelgoffeDirector
Lynelle CaineDirector
Mark RasnerDirector
Muaz SalemDirector
Pam LosinskiDirector
Paul HinikerDirector
Todd SchloegelDirector
Jen SchillerSecretary
Susan EllieTreasurer
John LeeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,825,909
Program Service Revenue
$155,538
Investment Income
$192,415
Other Revenue
$925
All Other Contributions
$2,825,909
Change in Net Assets
$2,005,226

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,116,957
Revenue Not Reported on Financial Statements
$57,830
Revenue Not Reported on Form 990
$858,096
Total Revenue per Audited Statements
$3,975,053
Total Revenue per Form 990
$3,174,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$673,864
Other Expenses$319,645
Salaries, Compensation, and Employee Benefits$176,052
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$567,944--$567,944
Grants to Domestic Individuals$105,920--$105,920
Current Officers, Directors, Trustees, and Key Employees$78,060$19,515-$97,575
Other Salaries and Wages$47,615$11,904-$59,519
Fees for Service Investment Mgmnt Fees-$57,830-$57,830
Fees for Services Accounting$4,680$35,481-$40,161
Payroll Taxes$10,154$2,538-$12,692
Conferences and Meetings$6,937$4,814-$11,751
Occupancy$5,676$1,419-$7,095
Office Expenses$3,991$997-$4,988
Other Expenses$3,842$959-$4,801
Pension Plan Contributions$2,773$693-$3,466
Other Employee Benefits$2,240$560-$2,800
Travel$1,933$483-$2,416
Insurance$1,899$474-$2,373
All Other Expenses$1,496$670-$2,166
Information Technology$1,369$342-$1,711
Depreciation Depletion-$1,667-$1,667
Total Functional Expenses$1,028,515$141,046$0$1,169,561

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,169,561
Total Expenses per Audited Statements$1,120,707
Expenses per Audited Statements$1,111,731
Expenses Not Reported on Financial Statements$57,830
Expenses Not Reported on Form 990$8,976
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Twin Counties Free ClinicMarinette, WI3Close Fund$130,926
Marinette County Historical SocietyMarinette, WI3Roof Repair$67,689
Hncs Crusader Loyalty FundMarquette, MI3Match$50,000
River City Community PoolMarinette, WI3Equipment$44,400
Menominee Area Public SchoolsMenominee, MIGovYouth Program$38,500
City of MenomineeMenominee, MIGovRepairs$28,977
Dar Boys & Girls ClubMenominee, MI3Operating Support$24,630
North Muskegon High SchoolMuskegon, MIGovProgram Expenses$20,000
Menominee Animal ShelterMenominee, MI3Operating Support$13,760
St Joseph Conference - MarinetteMarinette, WIGovProgram Expenses$10,500
Spies Public LibraryMenominee, MI3Operating Support$9,273
City of Niagara Police DeptNiagara, WIGovYouth Expense$9,000
Wagner Fire DepartmentWausaukee, WIGovSafety Exp$9,000
Marinette County Public Health DeptMarinette, WIGovSafety Program$7,500
St Vincent De PaulMarinette, WI3Program Expenses$7,500
Greater M & M YmcaMenominee, MI3Operating Suport$7,140
Salvation ArmyMarinette, WI3General Support$5,500
Grover-porterfield Fire DepartmentPeshtigo, WIGovUnrest Expense$5,400
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$832,385
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
2022-09-20

Organization Details

Principal Officer
Daniel Ward
Formed
1994
Legal Domicile
Mi
Voting Board Members
19
Independent Board Members
19
Employees
4
Volunteers
84

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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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,449,380
Liabilities
$845,003
Net assets
$12,604,377
Revenue
$3,174,787
Expenses
$1,169,561
Net income
$2,005,226
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
2021Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits