Civic Intelligence

Kalamazoo Community Foundation

990 • Fiscal year 2013 • EIN 38-3333202

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileWWW.KALFOUND.ORG

View Organization Page

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402 East Michigan AvenueKalamazoo, MI 49007

(269) 381-4416

Siviq Scores

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

Liabilities / Assets

5th percentile

0.01x

Higher debt load relative to assets than 5% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

8th percentile

0.09x

Higher debt load relative to revenue than 8% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Net Margin

97th percentile

70%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

4th percentile

$198,809

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Asset Growth

93rd percentile

27%

Faster asset growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

86th percentile

63%

Faster revenue growth than 86% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2010 to 2013

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$427,019,623

Up $89,716,812 (+27%) from 2012

Net Assets

Up

$421,245,659

Up $89,797,300 (+27%) from 2012

Liabilities

Down

$5,773,964

Down $80,488 (-1.4%) from 2012

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

$67,832,561

No earlier filing loaded for comparison.

Expenses

Up

$20,626,919

Up $648,781 (+3.2%) from 2012

Net Income

$47,205,642

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$800M$600M$400M$200M$0Assets 2010: $305,262,437Liabilities 2010: $3,949,891Net Assets 2010: $301,312,5462010Assets 2011: $306,669,590Liabilities 2011: $5,788,767Net Assets 2011: $300,880,8232011Assets 2012: $337,302,811Liabilities 2012: $5,854,452Net Assets 2012: $331,448,3592012Assets 2013: $427,019,623Liabilities 2013: $5,773,964Net Assets 2013: $421,245,6592013Assets 2014: $438,274,750Liabilities 2014: $5,372,004Net Assets 2014: $432,902,7462014Assets 2015: $415,827,750Liabilities 2015: $5,019,007Net Assets 2015: $410,808,7432015Assets 2016: $461,876,414Liabilities 2016: $4,644,015Net Assets 2016: $457,232,3992016Assets 2017: $517,433,980Liabilities 2017: $4,464,362Net Assets 2017: $512,969,6182017Assets 2018: $472,138,282Liabilities 2018: $4,574,214Net Assets 2018: $467,564,0682018Assets 2019: $548,863,432Liabilities 2019: $4,655,528Net Assets 2019: $544,207,9042019Assets 2020: $585,479,604Liabilities 2020: $4,470,163Net Assets 2020: $581,009,4412020Assets 2021: $677,092,659Liabilities 2021: $5,783,022Net Assets 2021: $671,309,6372021Assets 2022: $567,971,966Liabilities 2022: $5,375,212Net Assets 2022: $562,596,7542022Assets 2023: $639,999,796Liabilities 2023: $4,505,574Net Assets 2023: $635,494,2222023Assets 2024: $698,598,440Liabilities 2024: $2,668,895Net Assets 2024: $695,929,5452024

Highlighted filing

2013

Assets$427,019,623
Liabilities$5,773,964
Net Assets$421,245,659
Open 2013 Filing

Operations Trend

Revenue Growth86th percentile

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

$150M$100M$50M$0-$50MRevenue 2010: $15,760,250Expenses 2010: $19,717,440Net Income 2010: -$3,957,1902010Expenses 2011: $20,972,2972011Expenses 2012: $19,978,1382012Revenue 2013: $67,832,561Expenses 2013: $20,626,919Net Income 2013: $47,205,6422013Revenue 2014: $45,317,926Expenses 2014: $23,594,295Net Income 2014: $21,723,6312014Revenue 2015: $28,781,814Expenses 2015: $22,846,506Net Income 2015: $5,935,3082015Revenue 2016: $49,795,276Expenses 2016: $21,316,510Net Income 2016: $28,478,7662016Revenue 2017: $38,895,239Expenses 2017: $21,779,340Net Income 2017: $17,115,8992017Revenue 2018: $40,977,243Expenses 2018: $22,914,398Net Income 2018: $18,062,8452018Revenue 2019: $51,970,603Expenses 2019: $23,284,582Net Income 2019: $28,686,0212019Revenue 2020: $122,279,191Expenses 2020: $31,049,211Net Income 2020: $91,229,9802020Revenue 2021: $78,067,850Expenses 2021: $28,000,711Net Income 2021: $50,067,1392021Revenue 2022: $41,967,790Expenses 2022: $29,976,106Net Income 2022: $11,991,6842022Revenue 2023: $40,712,525Expenses 2023: $32,393,557Net Income 2023: $8,318,9682023Revenue 2024: $71,389,653Expenses 2024: $34,688,443Net Income 2024: $36,701,2102024

Highlighted filing

2013

Revenue$67,832,561
Expenses$20,626,919
Net Income$47,205,642
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$170,376,937
Mission and Program Overview

Mission

The kalamazoo community foundation makes life better for all through leadership and stewardship of resources that last forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$194,115,720$250,389,557▲ $56,273,837
Investments in Publicly Traded Securities$108,448,002$136,242,111▲ $27,794,109
Pledges and Grants Receivable$11,404,623$14,826,828▲ $3,422,205
Savings and Temporary Cash Investments$6,992,474$8,141,686▲ $1,149,212
Investments Program Related$8,387,768$7,750,372▼ $637,396
Cash and Non-Interest-Bearing Accounts$1,046,720$2,571,049▲ $1,524,329
Land, Buildings, and Equipment, Net$467,201$602,086▲ $134,885
Prepaid Expenses and Deferred Charges$553,759$560,597▲ $6,838
Total Assets$337,302,811$427,019,623▲ $89,716,812
Other Assets Total$5,886,544$5,935,337▲ $48,793
Liabilities
Other Liabilities$5,394,001$5,208,619▼ $185,382
Unsecured Notes Loans Payable$409,051$530,166▲ $121,115
Grants Payable$51,400$35,179▼ $16,221
Total Liabilities$5,854,452$5,773,964▼ $80,488
Net Assets / Fund Balance
Permanently Rstr Net Assets$167,532,033$203,035,663▲ $35,503,630
Temporarily Rstr Net Assets$116,313,533$159,072,879▲ $42,759,346
Unrestricted Net Assets$47,602,793$59,137,117▲ $11,534,324
Total Net Assets Fund Balance$331,448,359$421,245,659▲ $89,797,300
Total Liabilities and Net Assets / Fund Balance$337,302,811$427,019,623▲ $89,716,812

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$545,614$21,312$566,926
Leasehold Improvements$0$185,475$185,475
Equipment$56,472$38,052$94,524
Other Securities$250,389,557--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$300,973,229$37,891,044▲ $60,101,588$1,533,425$385,365,949
2012$274,666,810$7,803,635▲ $31,980,117$1,253,126$300,973,229
2011$274,547,573$14,323,197▼ $3,703,294$1,231,045$274,666,810
2010$243,922,687$5,947,830▲ $35,740,465$963,629$274,547,573
2009$188,474,367$4,847,897▲ $61,799,479$2,048,093$243,922,687
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn Pickett-erwayCEO/presidentFT$187,955$10,854$198,809
Susan SpringgateV.p., Finance & Admin.FT$132,407$17,113$149,520
Suprotik GhoshVP, Community InvestmentFT$97,767$26,424$124,191
Joanna DalesVP, Donor RelationsFT$103,689$7,594$111,283
Thomas VanceDirector, Marketing CommunFT$74,977$24,327$99,304

Board Members and Trustees

NameTitle
Stephen JohnsonChairman/trustee
Frank SardoneVice Chair/trustee
Barbara L JamesTrustee
Carolyn WilliamsTrustee
Eileen Wilson-oyelaranTrustee
James EscamillaTrustee
Ronda E StrykerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
PncAsset Management Services-$152,904
Revenue and Support

Revenue Composition

Contributions and Grants
$45,250,262
Program Service Revenue
$772,729
Investment Income
$21,788,951
Other Revenue
$20,619
All Other Contributions
$44,428,978
Change in Net Assets
$47,205,642

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded36$2,152,275Exchange Mean
Other Non Cash Contri Table1$39,733Appraisl
Total Noncash Contributions37$2,192,008-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,963,865
Other Expenses$2,340,501
Salaries, Compensation, and Employee Benefits$2,322,553
Total Fundraising Expense$1,286,082
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,839,851--$14,839,851
Other Salaries and Wages$313,096$516,006$420,733$1,249,835
Grants to Domestic Individuals$1,124,014--$1,124,014
Fees for Services Other$552,944$199,895$29,950$782,789
Current Officers, Directors, Trustees, and Key Employees$171,197$365,916$152,636$689,749
Fees for Service Investment Mgmnt Fees-$448,938-$448,938
Occupancy$311$245,198$317$245,826
Other Employee Benefits$43,688$68,793$64,284$176,765
Information Technology$18,888$108,192$35,865$162,945
Advertising$49,091$53,865$40,046$143,002
Payroll Taxes$33,403$61,185$40,993$135,581
Conferences and Meetings$21,427$48,766$60,862$131,055
Fees for Services Legal$5,775$16,014$70,538$92,327
All Other Expenses-$84,730$470$85,200
Travel$16,826$45,141$18,307$80,274
Office Expenses$2,077$61,196$12,352$75,625
Pension Plan Contributions$17,703$29,053$23,867$70,623
Fees for Services Accounting-$32,525-$32,525
Depreciation Depletion-$32,346-$32,346
Insurance-$6,470-$6,470
Interest-$6,131-$6,131
Other Expenses$284,818$-596,216$311,398$0
Total Functional Expenses$17,497,289$1,843,548$1,286,082$20,626,919
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-6001929-501c3Social Sciences$1,780,252
38-2873188-501c3Education/instruction$629,582
38-1747660-501c3Ind. & Families$622,425
38-1540000-501c3Arts, Culture, Humanities$549,587
38-1359193-501c3Human Service-multipurpose/other$463,472
38-1709020-501c3School Readiness$428,266
38-1674780-501c3Education/instruction$414,161
38-3430112-501c3Community Improvement/capacity Bldg.$375,531
27-3342489-501c3School Readiness$356,025
38-1359229-501c3Youth Development$333,694
38-1360598-501c3Ind. & Families$301,283
38-1617060-501c3Arts, Culture, Humanities$288,886
27-1408327-501c3Education/instruction$281,298
38-3313413-501c3Health General & Rehabiliative$266,815
38-1961500-501c3Health General & Rehabiliative$235,851
38-2868071-501c3Arts, Culture, Humanities$231,828
27-0721363-501c3Housing Shelter$201,000
38-1358014-501c3Education/instruction$196,496
38-2558965-501c3Housing Shelter$169,815
13-3030229-501c3Community Improvement/capacity Bldg.$165,500
38-2420575-501c3Ind. & Families$150,400
38-6004860-501c3Youth Development$150,000
38-2474879-501c3Housing Shelter$148,087
38-3252735-501c3Education/instruction$146,700
38-6005710-501c3Arts, Culture, Humanities$129,149
38-2118101-501c3Ind. & Families$120,775
38-2596981-501c3Ind. & Families$116,140
38-2513286-509a3Economic Dev$114,150
35-1788185-501c3Civil Rights, Social Action, Advocacy$113,928
38-2391442-501c3Housing Shelter$100,200
38-3696364-501c3Youth Development$100,000
38-3021624-501c3Human Service-multipurpose/other$92,700
39-6004627-501c3Youth Development$91,752
38-1359206-501c3Religious Related/spiritual Development$91,627
38-2583018-501c3Arts, Culture, Humanities$90,832
38-1359203-501c3Religious Related/spiritual Development$90,251
38-1902558-501c3School Readiness$89,500
38-2474879-501c3Housing Resources, Inc.$87,250
38-1613581-501c3Community Improvement/capacity Bldg.$85,721
38-2787387-501c3Arts, Culture, Humanities$83,450
38-1911437-501c3Ind. & Families$82,519
58-0660607-501c3Ind. & Families$81,452
11-3726091-501c3Civil Rights, Social Action, Advocacy$78,340
38-6001929-501c3Education/instruction$76,710
27-3615886-501c3Environment, Quality, Protection$75,000
38-2800996-501c3Housing Shelter$73,050
38-3160913-501c3Health General & Rehabiliative$70,000
02-0726664-501c3Health General & Rehabiliative$69,880
38-1871520-501c3Education/instruction$67,390
38-2185735-501c3Ind. & Families$65,100
38-1558550-501c3Ind. & Families$61,733
38-6004598-501c3Environment, Quality, Protection$60,000
02-0612573-501c3Education/instruction$59,570
38-1359216-501c3Ind. & Families$59,041
38-3357583-501c3Com. Eng & Youth$57,400
38-6121183-501c3Arts, Culture, Humanities$56,919
38-6001926-501c3Education/instruction$56,560
38-1720832-501c3Youth Development$55,300
38-6007327-501c3Education/instruction$55,144
38-2881940-501c3Housing Shelter$52,000
38-2055709-501c3Education/instruction$50,559
23-3039227-501c3Religious Related/spiritual Development$50,000
38-2536811-501c3Community Improvement/capacity Bldg.$50,000
38-6026085-501c3Education/instruction$50,000
38-3061574-501c3Health General & Rehabiliative$45,538
20-0996694-501c3Community Improvement/capacity Bldg.$43,040
35-2211484-501c3Human Service-multipurpose/other$42,080
38-1811120-501c3Health General & Rehabiliative$41,392
23-7107569-501c3Youth Development$41,185
44-0545271-501c3Education/instruction$41,000
38-2499765-501c3Education/instruction$40,737
38-3167869-501c3Youth Development$40,093
13-5563018-501c3Religious Related/spiritual Development$40,000
38-1393920-501c3Religious Related/spiritual Development$40,000
38-1474932-501c3Animal Related Activities$39,289
38-2415081-501c3Health General & Rehabiliative$39,100
38-2886994-501c3Government - Old Code$38,550
38-2351028-501c3Ind. & Families$36,695
38-1627080-501c3Youth Development$35,989
38-6089780-501c3Arts, Culture, Humanities$35,450
38-2026621-501c3Youth Development$33,250
38-1359203-501c3Ind. & Families$32,600
38-1360592-501c3Youth Development$31,296
38-3146344-501c3Education/instruction$31,210
38-2138856-501c3Education/instruction$30,950
23-7088427-501c3Housing Shelter$30,400
20-4014598-501c3Housing Shelter$30,000
38-2457214-501c3Arts, Culture, Humanities$30,000
38-2957938-501c3Health General & Rehabiliative$30,000
38-3442077-501c3Housing Shelter$30,000
13-6068327-501c3Philanthropy, Voluntarism & Gr Making Foundations$29,800
39-6004627-501c3Recreation, Leisure & Sports, Athletics$29,451
38-2249574-501c3Religious Related/spiritual Development$29,000
38-6005984-501c3Education/instruction$28,500
38-3038708-501c3Environment, Quality, Protection$28,100
38-2108671-501c3Environment, Quality, Protection$27,500
38-3264831-501c3Youth Development$26,850
20-4969751-501c3Urban Alliance Grant 20111102$26,000
38-6001925-501c3Education/instruction$25,706
23-7222558-501c3Ind. & Families$25,250
38-2476783-501c3Religious Related/spiritual Development$25,066
38-2072192-501c3Animal Related Activities$25,000
38-2416086-501c3Health General & Rehabiliative$25,000
38-3433618-501c3Health General & Rehabiliative$23,814
38-1410463-501c3Health General & Rehabiliative$23,789
38-6000134-501c3Health General & Rehabiliative$23,685
38-6001921-501c3School Readiness$23,242
38-2806607-501c3Environment, Quality, Protection$23,000
26-2739811-501c3Arts, Culture, Humanities$22,500
38-1814242-501c3Education/instruction$22,500
38-6108004-501c3Religious Related/spiritual Development$22,326
38-2784545-501c3Ind. & Families$20,250
38-1581300-501c3Youth Development$20,100
30-0779558-501c3Youth Development$20,000
38-3007923-501c3Education/instruction$20,000
38-6061392-501c3Education/instruction$20,000
38-2342806-501c3Arts, Culture, Humanities$19,500
20-3841038-501c3Philanthropy, Voluntarism & Gr Making Foundations$18,425
38-2639761-501c3Arts, Culture, Humanities$18,000
38-6006309-501c3Education/instruction$17,640
38-2853785-501c3Economic Dev$17,500
53-0196605-501c3Health General & Rehabiliative$17,350
38-1877515-501c3Ind. & Families$16,692
53-0242652-501c3Environment, Quality, Protection$16,000
38-2475557-501c3Religious Related/spiritual Development$15,600
38-2966723-501c3Education/instruction$15,293
38-3639242-501c3Education/instruction$15,000
38-6263347-501c3Education/instruction$15,000
38-1415381-501c3Philanthropy, Voluntarism & Gr Making Foundations$14,800
31-1629166-501c3Religious Related/spiritual Development$14,000
38-2307720-501c3Religious Related/spiritual Development$13,000
38-3415210-501c3Education/instruction$12,562
04-3567502-501c3Education/instruction$12,181
31-4379459-501c3Ind. & Families$12,000
35-6002041-501c3Education/instruction$12,000
38-1816766-501c3Education/instruction$12,000
38-2437758-501c3Religious Related/spiritual Development$11,800
38-3458206-501c3Community Improvement/capacity Bldg.$11,670
20-4881364-501c3Environment, Quality, Protection$11,615
38-2816993-501c3Youth Development$11,500
38-2031786-501c3Civil Rights, Social Action, Advocacy$11,500
01-0770241-501c3Religion$10,970
38-2221084-501c3Health General & Rehabiliative$10,400
27-3674042-501c3Youth Development$10,125
04-1975990-501c3Religious Related/spiritual Development$10,000
13-3408731-501c3Education/instruction$10,000
20-3918418-501c3Education/instruction$10,000
27-3998872-501c3Philanthropy, Voluntarism & Gr Making Foundations$10,000
35-1148762-501c3Education/instruction$10,000
38-1624684-501c3Ind. & Families$10,000
38-1677221-501c3Religious Related/spiritual Development$10,000
38-2133063-501c3Education/instruction$10,000
38-2886994-501c3Human Service-multipurpose/other$10,000
38-3276588-501c3Human Service-multipurpose/other$10,000
38-3298735-501c3Environment, Quality, Protection$10,000
38-6022430-501c3Religious Related/spiritual Development$10,000
45-0562493-501c3Arts, Culture, Humanities$10,000
38-6003986-501c3Education/instruction$10,000
20-8337684-501c3Environment, Quality, Protection$10,000
38-3266954-501c3Education/instruction$9,950
38-6103097-501c3Religious Related/spiritual Development$9,900
38-2282034-501c3Health General & Rehabiliative$9,635
38-3548660-501c3Philanthropy, Voluntarism & Gr Making Foundations$9,530
38-1905021-501c3Human Service-multipurpose/other$9,500
06-1705642-501c3Arts, Culture, Humanities$8,661
38-2383830-501c3Youth Development$8,600
38-2178011-501c3Community Improvement/capacity Bldg.$8,500
38-2072348-501c3Health General & Rehabiliative$8,500
30-0129719-501c3Ind. & Families$8,450
34-1847687-501c3Ind. & Families$8,195
38-6101091-501c3Arts, Culture, Humanities$7,500
45-2576096-501c3Youth Development$7,500
38-6004860-501c3Human Service-multipurpose/other$7,500
38-6089188-501c3Human Service-multipurpose/other$7,500
38-2505311-501c3Ind. & Families$7,400
38-6004860-501c3Philanthropy, Voluntarism & Gr Making Foundations$7,275
38-2266451-501c3Education/instruction$7,000
38-1359820-501c3Youth Development$7,000
38-2845639-501c3Education/instruction$6,878
51-0147234-501c3Youth Development$6,800
38-6001955-501c3Human Service-multipurpose/other$6,700
38-6061238-501c3Arts, Culture, Humanities$6,700
38-2489077-501c3Education/instruction$6,500
38-6001939-501c3Ind. & Families$6,461
43-0658188-501c3Education/instruction$6,273
38-1557582-501c3Philanthropy, Voluntarism & Gr Making Foundations$6,000
38-2540700-501c3Religious Related/spiritual Development$6,000
38-2888411-501c3Religious Related/spiritual Development$5,775
59-2817697-501c3Ind. & Families$5,580
38-6077772-501c3Arts, Culture, Humanities$5,216
13-1665552-501c3Ind. & Families$5,100
20-4202088-501c3Religious Related/spiritual Development$5,000
32-0041819-501c3Education/instruction$5,000
37-1578172-501c3Health General & Rehabiliative$5,000
38-1360526-501c3Arts, Culture, Humanities$5,000
38-1360557-501c3Human Service-multipurpose/other$5,000
38-1387122-501c3Employment Jobs$5,000
38-1683860-501c3Health General & Rehabiliative$5,000
38-1816518-501c3Public Affairs/society Benefit$5,000
38-2820067-501c3Health General & Rehabiliative$5,000
38-2845664-501c3Health General & Rehabiliative$5,000
38-3071514-501c3Religious Related/spiritual Development$5,000
38-3262878-501c3Philanthropy, Voluntarism & Gr Making Foundations$5,000
38-3451688-501c3Public Protection, Crime Justice, Legal Services$5,000
38-6006309-501c3Education/instruction$5,000
41-2227957-501c3Housing Shelter$5,000
43-1645180-501c3Housing Shelter$5,000
59-2774423-501c3Education/instruction$5,000
---Health General & Rehabiliative$5,000
---Philanthropy, Voluntarism & Gr Making Foundations$5,000
---Recreation, Leisure & Sports, Athletics$5,000
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuities Payable$4,954,698
Other Liabilities$253,921
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 family members
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board members barbara james and ronda stryker are both board members of greenleaf trust. Board members eileen wilson-oyelaran, barbara james, william johnston (ronda stryker's husband) and frank sardone all serve on the board of bronson healthcare group (of which mr. Sardone is also president/ceo). Board members stephen johnson, ronda stryker and eileen wilson-oyelaran all serve on the board of kalamazoo college (of which dr. Wilson-oyelaren is also the president/ceo). Barbara james, frank sardone and eileen wilson-oyelaran are all board members of the gilmore. Frank sardone and eileen wilson-oyelaran are both board members of the upjohn institute for employment research.”

Form 990, Part VI, Section B, Line 11

“The form 990 is electronically sent to all board members for their review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All members of the governing board, members of committees with board delegated powers and staff must review the conflict of interest policy and complete a questionnaire concerning compliance on an annual basis. Those individuals with oversight for competitive grants update the questionnaire quarterly. A conflict of interest with respect to a potential transaction is required to be disclosed and the conflicted board member, committee volunteer or staff person is excluded from participating in discussions, deliberations and decisions concerning the matter.”

Form 990, Part VI, Section B, Line 15

“The president/ceo is the top management official of the community foundation and his/her compensation package is reviewed and decided upon annually by the board of trustees, which acts as the compensation committee. As part of the process, the board reviews his/her performance for the previous 12 months. Annually, through the use of various surveys, the board compares the president's compensation to that of others in similar positions. Every few years, the community foundation engages an independent compensation consultant to determine the salary range for the position. Using this contemporaneous data, the board determines the appropriate compensation package for the year and it is approved in executive session in advance of payment. Officers receive annual performance appraisals from their immediate supervisor, the president/ceo. Salary adjustments for officers are approved by the president/ceo and are based on merit and within budgetary guidelines approved by the board of trustees. Every few years, the community foundation engages an independent compensation consultant to determine the salary range for the positions. The salary for the cfo is approved by the board of trustees. The most recent year this process was undertaken was 2013.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, tax returns and financial statements are made available upon request.”

Filing and Contact Details

Filer

EIN
38-3333202
Phone
2693814416

Signing Officer

Name
Susan Springgate
Title
VP of Finance and Admin
Phone
2693814416
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Springgate
Formed
1995
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
32
Volunteers
100

Preparer

Preparer
James G Thompson CPA
Phone
2695674500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of life insurance 17,692. Change in value of gift annuities -502,487.”

FORM 990, PART XII, LINE 2C:

“There has been no change in process from prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund income is used on the manner directed by the donors when the fund was established. Funds are established to support scholarships, provide income to a designated agency, support a field of interest, or for unrestricted purposes.”

PART X, LINE 2:

“The foundation applies a more-likely-than-not recognition threshold for all tax uncertainties. Tax benefits that have a greater than fifty percent likelihood of being sustained upon examination by the taxing authorities are recognized. Based on its evaluation, the foundation has concluded there are no significant uncertain tax positions requiring recognition in its financial statements. The foundation is exempt from federal income tax under the provisions of section 501(c)(3) of the internal revenue code (irc) for 1986. It has been classified as an organization which is not a private foundation as defined in sections 509(a)(1) and 170(b)(1)(a)(vi) of the irc.”

Raw XML AppendixShowing 400 of 2,755 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.

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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$427,019,623
Liabilities
$5,773,964
Net assets
$421,245,659
Revenue
$67,832,561
Expenses
$20,626,919
Net income
$47,205,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$699$2.67$696$71.4$34.7$36.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$640$4.51$635$40.7$32.4$8.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$568$5.38$563$42.0$30.0$12.0
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$677$5.78$671$78.1$28.0$50.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$585$4.47$581$122$31.0$91.2
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$549$4.66$544$52.0$23.3$28.7
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$472$4.57$468$41.0$22.9$18.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$517$4.46$513$38.9$21.8$17.1
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$462$4.64$457$49.8$21.3$28.5
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$416$5.02$411$28.8$22.8$5.94
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$438$5.37$433$45.3$23.6$21.7
2013Detailed filing. Detailed filing data is available for this year.$427$5.77$421$67.8$20.6$47.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$337$5.85$331$20.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$307$5.79$301$21.0
2010Summary only. Only limited summary data is available for this year.$305$3.95$301$15.8$19.7$3.96
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $250M-$1B nonprofits