Civic Intelligence

Shiawassee Community Foundation Inc

990 • Fiscal year 2017 • EIN 38-3285624

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 30, 2017

Organization ProfileWWW.SHIAWASSEECOMMUNITYFOUNDATION.ORG
217 North Washington St Suite 104Owosso, MI 48867

(989) 725-1093

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.08x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$48,757

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

91st percentile

44%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

680%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$8,903,960

Up $2,709,260 (+44%) from 2016

Net Assets

Up

$8,695,810

Up $2,593,616 (+43%) from 2016

Liabilities

Up

$208,150

Up $115,644 (+125%) from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin97th percentile

Revenue

Up

$2,632,803

Up $2,295,251 (+680%) from 2016

Expenses

Up

$454,848

Up $61,990 (+16%) from 2016

Net Income

Up

$2,177,955

Up $2,233,261 (+4038%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$15M$10M$5.0M$0Assets 2010: $4,353,079Liabilities 2010: $26,427Net Assets 2010: $4,326,6522010Assets 2011: $4,213,659Liabilities 2011: $34,438Net Assets 2011: $4,179,2212011Assets 2012: $4,873,819Liabilities 2012: $33,939Net Assets 2012: $4,839,8802012Assets 2013: $5,533,693Liabilities 2013: $47,807Net Assets 2013: $5,485,8862013Assets 2014: $6,134,071Liabilities 2014: $54,371Net Assets 2014: $6,079,7002014Assets 2015: $5,803,161Liabilities 2015: $78,469Net Assets 2015: $5,724,6922015Assets 2016: $6,194,700Liabilities 2016: $92,506Net Assets 2016: $6,102,1942016Assets 2017: $8,903,960Liabilities 2017: $208,150Net Assets 2017: $8,695,8102017Assets 2018: $9,615,963Liabilities 2018: $234,553Net Assets 2018: $9,381,4102018Assets 2019: $9,796,372Liabilities 2019: $270,670Net Assets 2019: $9,525,7022019Assets 2020: $10,202,940Liabilities 2020: $312,961Net Assets 2020: $9,889,9792020Assets 2021: $12,022,616Liabilities 2021: $368,157Net Assets 2021: $11,654,4592021Assets 2022: $9,814,993Liabilities 2022: $461,436Net Assets 2022: $9,353,5572022Assets 2023: $10,786,692Liabilities 2023: $542,520Net Assets 2023: $10,244,1722023Assets 2024: $13,417,789Liabilities 2024: $1,020,147Net Assets 2024: $12,397,6422024Assets 2025: $14,738,940Liabilities 2025: $1,301,841Net Assets 2025: $13,437,0992025

Highlighted filing

2017

Assets$8,903,960
Liabilities$208,150
Net Assets$8,695,810
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $201,5412010Expenses 2011: $206,7372011Expenses 2012: $181,5702012Revenue 2013: $591,653Expenses 2013: $268,702Net Income 2013: $322,9512013Revenue 2014: $803,000Expenses 2014: $305,931Net Income 2014: $497,0692014Revenue 2015: $590,157Expenses 2015: $359,673Net Income 2015: $230,4842015Revenue 2016: $337,552Expenses 2016: $392,858Net Income 2016: -$55,3062016Revenue 2017: $2,632,803Expenses 2017: $454,848Net Income 2017: $2,177,9552017Revenue 2018: $999,212Expenses 2018: $426,860Net Income 2018: $572,3522018Revenue 2019: $758,464Expenses 2019: $511,607Net Income 2019: $246,8572019Revenue 2020: $607,069Expenses 2020: $489,147Net Income 2020: $117,9222020Revenue 2021: $774,461Expenses 2021: $492,081Net Income 2021: $282,3802021Revenue 2022: $832,541Expenses 2022: $582,835Net Income 2022: $249,7062022Revenue 2023: $649,512Expenses 2023: $595,745Net Income 2023: $53,7672023Revenue 2024: $1,132,892Expenses 2024: $760,675Net Income 2024: $372,2172024Revenue 2025: $1,468,242Expenses 2025: $740,078Net Income 2025: $728,1642025

Highlighted filing

2017

Revenue$2,632,803
Expenses$454,848
Net Income$2,177,955
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 30, 2017
Return Version
2016v3.0
Gross Receipts
$3,451,744
Mission and Program Overview

Mission

To solicit, collect, recieve & administer funds exclusively for such religious, charitable, literary & educational purposes as permitted for organization's defined in section 501(c)3 of the irs as will best promote & enhance the well-being of the residents of michigan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,934,542$7,826,097▲ $1,891,555
Pledges and Grants Receivable-$817,500-
Investments Other Securities$205,001$200,612▼ $4,389
Cash and Non-Interest-Bearing Accounts$53,166$57,660▲ $4,494
Prepaid Expenses and Deferred Charges$1,991$2,091▲ $100
Total Assets$6,194,700$8,903,960▲ $2,709,260
Liabilities
Other Liabilities$87,503$194,860▲ $107,357
Accounts Payable and Accrued Expenses$3,578$13,290▲ $9,712
Grants Payable$1,425--
Total Liabilities$92,506$208,150▲ $115,644
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,997,806$5,631,585▲ $1,633,779
Unrestricted Net Assets$2,026,127$2,985,964▲ $959,837
Permanently Rstr Net Assets$78,261$78,261→ $0
Total Net Assets Fund Balance$6,102,194$8,695,810▲ $2,593,616
Total Liabilities and Net Assets / Fund Balance$6,194,700$8,903,960▲ $2,709,260

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,945,020$2,291,977▲ $722,990$21,960$8,519,590
2016$5,591,644$126,266▲ $600,274$20,319$5,945,020
2015$5,954,697$112,116▼ $114,340$21,532$5,591,644
2014$5,420,140$400,451▲ $477,383$5,847$5,954,697
2013$4,816,937$366,711▲ $509,303$22,720$5,420,140
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carol SouleExec. DirectorFT$48,757$48,757

Board Members and Trustees

NameTitle
Don LeviPresident
Becky LandrisDirector
Bruce WenzlickDirector
Glen MerkelDirector
Jackie HurdDirector
Kevin DavisDirector
Larry CookDirector
Matthew StewartDirector
Roger ZickDirector
Ruthann LiagreDirector
Tricia Murphy-aldermanDirector
Cathy StevensonSecretary
Vearn WenzlickTreasurer
Patrick Wegman IiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,310,807
Program Service Revenue
$0
Investment Income
$320,610
Other Revenue
$1,386
All Other Contributions
$2,310,807
Change in Net Assets
$2,177,955

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,632,803
Revenue Not Reported on Form 990
$415,661
Total Revenue per Audited Statements
$3,048,464
Total Revenue per Form 990
$2,632,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$312,698
Salaries, Compensation, and Employee Benefits$75,355
Other Expenses$66,795
Total Fundraising Expense$20,603
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,917--$160,917
Grants to Domestic Individuals$151,781--$151,781
Current Officers, Directors, Trustees, and Key Employees$26,816$12,189$9,752$48,757
Other Salaries and Wages$11,535$5,244$4,194$20,973
Fees for Services Other$4,545$9,265$1,653$15,463
Fees for Services Accounting-$9,600-$9,600
Office Expenses$4,833$2,199$2,056$9,088
Payroll Taxes$3,094$1,406$1,125$5,625
Insurance-$2,311-$2,311
Conferences and Meetings$1,079$490$392$1,961
Occupancy$1,038$472$377$1,887
Information Technology$425$193$155$773
Travel$284$129$104$517
Other Expenses$248$113$89$450
All Other Expenses-$262-$262
Total Functional Expenses$366,595$67,650$20,603$454,848

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$454,848
Total Expenses per Audited Statements$454,848
Total Expenses per Form 990$454,848
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Devries Nature ConservancyOwosso, MI501c3Agricultural$50,478
Shiawassee Regional Education ServiCurrona, MI-Lcan Sustainability$50,000
Owosso Memorial Vfw Post 9455Owosso, MI501c19Roof Repairs$5,775
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Chemical BankBoard MemberBanking TransactionsNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held as Agency Endowments$194,860
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 board treasurer is provided a copy of the 990 prior to filing. Copies are also made available to any board member that requests a copy prior to filing.”

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

“All members of the governing body are required to disclose any potential conflicts of interest annually. All conflicts of interest are evaluated by the governing body, who then determines the best course of action on a case by case basis.”

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

“Compensation for the executive director is set by the governing body annually, taking into consideration the following factors: economic conditions, performance of executive director, compensation survey of peers.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Shiawassee Community Foundation Inc
EIN
38-3285624
Phone
9897251093
Address
217 NORTH WASHINGTON ST SUITE 104, OWOSSO, MI 48867

Signing Officer

Name
Carol Soule
Title
Exec. Director
Phone
9897251093
Signed
2017-12-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Soule
Formed
1995
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
55

Preparer

Firm
Condon Hecht Bisher Wade & Co Pc
Address
184 W CARLETON ROAD, HILLSDALE, MI 49242
Preparer
Stephen W Bisher CPA
Phone
5174399331
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To solicit, collect, recieve & administer funds exclusively for such religious, charitable, literary & educational purposes as permitted for organization's defined in section 501(c)3 of the irs as will best promote & enhance the well-being of the residents of michigan.”

Form 990

“During the year the foundation was bequeathed 1,999,800 from an estate that has been omitted from schedule a, part ii line 1, column e, pursuant to irs regulations section 1.509(a)-3(c)(3)and(4) as an unusual bequest. Historically the foundation has not received a contribution of this magnitude and generally receives gifts upto 5,000, with the exception of the occassional 10,000 - 50,000 gift. Schedule i, part iii, line 2 reports assistance to an individual totaling 15,000. The grant was paid from a fund that provides assistance to als patients. The grant was paid to an independent construction contractor to make the patient's home more accessible.”

Form 990, Page 1, Part I, Line 6

“Volunteers serve on the board and/or committees. They review grant applications, do community service, participate in fund development, and determine grant priority areas.”

Raw XML AppendixShowing 400 of 564 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03578
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013290
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SOLICIT, COLLECT, RECIEVE & ADMINISTER FUNDS EXCLUSIVELY FOR SUCH RELIGIOUS, CHARITABLE, LITERARY & EDUCATIONAL PURPOSES AS PERMITTED FOR ORGANIZATION'S DEFINED IN SECTION 501(C)3 OF THE IRS AS WILL BEST PROMOTE & ENHANCE THE WELL-BEING OF THE RESIDENTS OF MICHIGAN.
IRS990/AllOtherContributionsAmt02310807
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0262
IRS990/AllOtherExpensesGrp/TotalAmt0262
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0CAROL SOULE
IRS990/BooksInCareOfDetail/PhoneNum09897251093
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0217 NORTH WASHINGTON ST SUITE 104
IRS990/BooksInCareOfDetail/USAddress/CityNm0OWOSSO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048867
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt053166
IRS990/CashNonInterestBearingGrp/EOYAmt057660
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt09752
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012189
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt026816
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt048757
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0392
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0490
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01079
IRS990/ConferencesMeetingsGrp/TotalAmt01961
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02310807
IRS990/CYGrantsAndSimilarPaidAmt0312698
IRS990/CYInvestmentIncomeAmt0320610
IRS990/CYOtherExpensesAmt066795
IRS990/CYOtherRevenueAmt01386
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02177955
IRS990/CYSalariesCompEmpBnftPaidAmt075355
IRS990/CYTotalExpensesAmt0454848
IRS990/CYTotalFundraisingExpenseAmt020603
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02632803
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROMOTE AND ENHANCE THE WELL-BEING OF THE RESIDENTS OF MICHIGAN THROUGH THE ISSUANCE OF GRANTS AND SCHOLARSHIPS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0366595
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09600
IRS990/FeesForServicesAccountingGrp/TotalAmt09600
IRS990/FeesForServicesOtherGrp/FundraisingAmt01653
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09265
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04545
IRS990/FeesForServicesOtherGrp/TotalAmt015463
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICK WEGMAN II
IRS990/Form990PartVIISectionAGrp/PersonNm1ROGER ZICK
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm3BRUCE WENZLICK
IRS990/Form990PartVIISectionAGrp/PersonNm4JACKIE HURD
IRS990/Form990PartVIISectionAGrp/PersonNm5DON LEVI
IRS990/Form990PartVIISectionAGrp/PersonNm6GLEN MERKEL
IRS990/Form990PartVIISectionAGrp/PersonNm7CATHY STEVENSON
IRS990/Form990PartVIISectionAGrp/PersonNm8BECKY LANDRIS
IRS990/Form990PartVIISectionAGrp/PersonNm9VEARN WENZLICK
IRS990/Form990PartVIISectionAGrp/PersonNm10LARRY COOK
IRS990/Form990PartVIISectionAGrp/PersonNm11TRICIA MURPHY-ALDERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12RUTHANN LIAGRE
IRS990/Form990PartVIISectionAGrp/PersonNm13MATTHEW STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm14CAROL SOULE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1448757
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXEC. DIR.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt065338
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0312698
IRS990/GrantsPayableGrp/BOYAmt01425
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0151781
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0151781
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0160917
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0160917
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0884279
IRS990/GrossReceiptsAmt03451744
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0155
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0193
IRS990/InformationTechnologyGrp/ProgramServicesAmt0425
IRS990/InformationTechnologyGrp/TotalAmt0773
IRS990/InsuranceGrp/ManagementAndGeneralAmt02311
IRS990/InsuranceGrp/TotalAmt02311
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0255272
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0255272
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0205001
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0200612
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05934542
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07826097
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03283
IRS990/LandBldgEquipCostOrOtherBssAmt03283
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0818941
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SOLICIT, COLLECT, RECIEVE & ADMINISTER FUNDS EXCLUSIVELY FOR SUCH RELIGIOUS, CHARITABLE, LITERARY & EDUCATIONAL PURPOSES AS PERMITTED FOR ORGANIZATION'S DEFINED IN SECTION 501(C)3 OF THE IRS AS WILL BEST PROMOTE & ENHANCE THE WELL-BEING OF THE RESIDENTS OF MICHIGAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06102194
IRS990/NetAssetsOrFundBalancesEOYAmt08695810
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt065338
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065338
IRS990/NetUnrlzdGainsLossesInvstAmt0415661
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0377
IRS990/OccupancyGrp/ManagementAndGeneralAmt0472
IRS990/OccupancyGrp/ProgramServicesAmt01038
IRS990/OccupancyGrp/TotalAmt01887
IRS990/OfficeExpensesGrp/FundraisingAmt02056
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02199
IRS990/OfficeExpensesGrp/ProgramServicesAmt04833
IRS990/OfficeExpensesGrp/TotalAmt09088
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0INVESTMENT ADVISORY FEE
IRS990/OtherExpensesGrp/Desc1PAYROLL SERVICES
IRS990/OtherExpensesGrp/Desc2EVENTS
IRS990/OtherExpensesGrp/Desc3DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt0706
IRS990/OtherExpensesGrp/FundraisingAmt189
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022307
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11470
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2113
IRS990/OtherExpensesGrp/ProgramServicesAmt0248
IRS990/OtherExpensesGrp/TotalAmt022307
IRS990/OtherExpensesGrp/TotalAmt11470
IRS990/OtherExpensesGrp/TotalAmt2706
IRS990/OtherExpensesGrp/TotalAmt3450
IRS990/OtherLiabilitiesGrp/BOYAmt087503
IRS990/OtherLiabilitiesGrp/EOYAmt0194860
IRS990/OtherRevenueMiscGrp/Desc0AGENCY FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01386
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01386
IRS990/OtherRevenueTotalAmt01386
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04194
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05244
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011535
IRS990/OtherSalariesAndWagesGrp/TotalAmt020973
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01125
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01406
IRS990/PayrollTaxesGrp/ProgramServicesAmt03094
IRS990/PayrollTaxesGrp/TotalAmt05625
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt078261
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt078261
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0817500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01991
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02091
IRS990/PrincipalOfficerNm0CAROL SOULE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0159400
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0257021
IRS990/PYInvestmentIncomeAmt0177143
IRS990/PYOtherExpensesAmt057805
IRS990/PYOtherRevenueAmt01009
IRS990/PYRevenuesLessExpensesAmt0-55306
IRS990/PYSalariesCompEmpBnftPaidAmt078032
IRS990/PYTotalExpensesAmt0392858
IRS990/PYTotalRevenueAmt0337552
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02177955
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BEQUEST FROM AN ESTATE 1,999,800
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ADMIN FEES COLLECTED ON AGENCY FUNDS 4,315
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0311007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0159400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0120111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0416558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0400826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01407902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0255272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0280958
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0336163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0266478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0187541
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01326412
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0256658
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01386
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01009
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0665
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0703
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0552
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04315
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51220
IRS990ScheduleA/PublicSupportPY170Pct00.51800
IRS990ScheduleA/PublicSupportTotal170Amt01402675
IRS990ScheduleA/SubstantialContributorsTotAmt05227
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0311007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0159400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0120111
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0416558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0400826
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01407902
IRS990ScheduleA/TotalSupportAmt02738629
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01920
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt097439
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05945020
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02291977
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08519590
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0320998
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0722990
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt021960
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt089560
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05591644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0126266
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05945020
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0263285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0600274
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt020319
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt094068
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05954697
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0112116
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05591644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0245229
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-114340
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt021532
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt095839
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05420140
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0400451
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05954697
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0241591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0477383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt05847
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt083196
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04816937
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0366711

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,903,960
Liabilities
$208,150
Net assets
$8,695,810
Revenue
$2,632,803
Expenses
$454,848
Net income
$2,177,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.7$1.30$13.4$1.47$0.74$0.73
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$1.02$12.4$1.13$0.76$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.54$10.2$0.65$0.60$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.81$0.46$9.35$0.83$0.58$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.37$11.7$0.77$0.49$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.31$9.89$0.61$0.49$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.80$0.27$9.53$0.76$0.51$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.62$0.23$9.38$1.00$0.43$0.57
2017Detailed filing. Detailed filing data is available for this year.$8.90$0.21$8.70$2.63$0.45$2.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.09$6.10$0.34$0.39$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.08$5.72$0.59$0.36$0.23
2014Detailed filing. Detailed filing data is available for this year.$6.13$0.05$6.08$0.80$0.31$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.05$5.49$0.59$0.27$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.03$4.84$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$0.03$4.18$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.03$4.33$0.20