Civic Intelligence

Kalamazoo Community Foundation

990 • Fiscal year 2016 • EIN 38-3333202

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

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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.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.09x

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

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Net Margin

97th percentile

57%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

6th percentile

$229,149

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Asset Growth

83rd percentile

11%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

73%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Assets

Up

$461,876,414

Up $46,048,664 (+11%) from 2015

Net Assets

Up

$457,232,399

Up $46,423,656 (+11%) from 2015

Liabilities

Down

$4,644,015

Down $374,992 (-7.5%) from 2015

Revenue

Up

$49,795,276

Up $21,013,462 (+73%) from 2015

Expenses

Down

$21,316,510

Down $1,529,996 (-6.7%) from 2015

Net Income

Up

$28,478,766

Up $22,543,458 (+380%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$461,876,414
Liabilities$4,644,015
Net Assets$457,232,399

Operations Trend

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

2016

Revenue$49,795,276
Expenses$21,316,510
Net Income$28,478,766
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$220,372,312
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$245,958,020$305,471,253▲ $59,513,233
Investments in Publicly Traded Securities$134,700,148$106,128,677▼ $28,571,471
Pledges and Grants Receivable$6,711,324$24,447,155▲ $17,735,831
Savings and Temporary Cash Investments$11,850,250$10,800,565▼ $1,049,685
Investments Program Related$6,864,477$5,973,671▼ $890,806
Cash and Non-Interest-Bearing Accounts$1,338,391$685,611▼ $652,780
Land, Buildings, and Equipment, Net$708,737$628,437▼ $80,300
Prepaid Expenses and Deferred Charges$531,039$505,653▼ $25,386
Total Assets$415,827,750$461,876,414▲ $46,048,664
Other Assets Total$7,165,364$7,235,392▲ $70,028
Liabilities
Other Liabilities$4,368,964$4,050,054▼ $318,910
Unsecured Notes Loans Payable$450,507$380,000▼ $70,507
Accounts Payable and Accrued Expenses$199,536$213,961▲ $14,425
Total Liabilities$5,019,007$4,644,015▼ $374,992
Net Assets / Fund Balance
Permanently Rstr Net Assets$207,612,622$229,472,872▲ $21,860,250
Temporarily Rstr Net Assets$151,955,655$175,761,060▲ $23,805,405
Unrestricted Net Assets$51,240,466$51,998,467▲ $758,001
Total Net Assets Fund Balance$410,808,743$457,232,399▲ $46,423,656
Total Liabilities and Net Assets / Fund Balance$415,827,750$461,876,414▲ $46,048,664

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$255,697$371,121$626,818
Equipment$372,740$216,500$589,240
Leasehold Improvements$0$185,475$185,475
Other Securities$29,614,277--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$382,491,140$21,133,077▲ $39,805,501$2,096,755$427,867,537
2015$402,291,929$3,782,705▼ $7,120,550$2,187,626$382,491,140
2014$389,536,500$4,394,254▲ $22,736,518$1,974,522$402,291,929
2013$305,154,540$37,891,044▲ $59,218,024$1,533,425$388,536,500
2012$274,666,810$7,803,635▲ $35,629,957$1,253,126$305,154,540
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn Pickett-erwayCEO/presidentFT$216,799$12,350$229,149
Susan SpringgateVP, Finance & Admin.FT$149,792$18,007$167,799
Joanna DalesVP, Donor RelationsFT$123,844$9,155$132,999
Suprotik GhoshVP, Community InvestmentFT$101,396$22,612$124,008

Board Members and Trustees

NameTitle
Stephen JohnsonChairman/trustee
Frank SardoneVice Chair/trustee
Amy UpjohnTrustee
Barbara L JamesTrustee
Carolyn WilliamsTrustee
James EscamillaTrustee
Mary HarperTrustee
Eileen Wilson-oyelaranTrustee - Part Year

Highest Paid Contractors

ContractorServicesLocationCompensation
PncAsset Management Services767 WEST BIG BEAVER ROAD, Troy, MI 48084$181,607
Prudential Investment ManagementAsset Management Services751 BROAD STREET, Newark, NJ 07102$140,639
IevalContracted Services230 RIDGEVIEW DR, Battle Creek, MI 49015$102,667
Revenue and Support

Revenue Composition

Contributions and Grants
$23,689,267
Program Service Revenue
$0
Investment Income
$26,086,856
Other Revenue
$19,153
All Other Contributions
$23,078,451
Change in Net Assets
$28,478,766

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 Traded25$1,447,634Exchange Mean
Total Noncash Contributions25$1,447,634-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,733,053
Salaries, Compensation, and Employee Benefits$2,840,769
Other Expenses$2,742,688
Total Fundraising Expense$1,216,138
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,607,547--$14,607,547
Other Salaries and Wages$554,158$664,613$432,580$1,651,351
Grants to Domestic Individuals$1,125,506--$1,125,506
Fees for Services Other$486,032$287,977$19,438$793,447
Current Officers, Directors, Trustees, and Key Employees$176,695$358,723$109,200$644,618
Fees for Service Investment Mgmnt Fees-$533,126-$533,126
Occupancy$128,020$243,053$30$371,103
Other Employee Benefits$91,542$120,638$85,370$297,550
Information Technology$24,421$136,123$20,981$181,525
Depreciation Depletion-$176,343-$176,343
Advertising$6,741$97,193$60,221$164,155
Payroll Taxes$50,103$70,619$37,978$158,700
Conferences and Meetings$79,710$24,250$39,357$143,317
All Other Expenses$210$113,752$361$114,323
Office Expenses$8,450$81,048$18,850$108,348
Pension Plan Contributions$29,815$35,425$23,310$88,550
Travel$22,927$33,019$18,291$74,237
Fees for Services Accounting-$37,450-$37,450
Fees for Services Legal$1,363$15,442$600$17,405
Insurance-$9,032-$9,032
Other Expenses$436,478$-781,313$344,835$0
Total Functional Expenses$17,829,808$2,270,564$1,216,138$21,316,510
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kalamazoo Regional Educational Service AgencyPortage, MI501(c)(3)Special Education$1,092,077
Kalamazoo Civic TheatreKalamazoo, MI501(c)(3)Arts, Culture, Humanities$676,263
Kalamazoo County Ready 4sKalamazoo, MI501(c)(3)Education/Instruction$642,950
Western Michigan University FoundationKalamazoo, MI501(c)(3)Philanthropy, Voluntarism & Grant Making Foundations$579,476
Family & Children ServicesKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$451,525
United Way of the Battle Creek and Kalamazoo RegionKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$446,172
Kalamazoo Symphony OrchestraKalamazoo, MI501(c)(3)Arts, Culture, Humanities$444,476
Kalamazoo County GovernmentKalamazoo, MIGovernmentalIndividual & Families$397,250
Kalamazoo Institute of ArtsKalamazoo, MI501(c)(3)Arts, Culture, Humanities$364,154
Pretty Lake Vacation CampMattawan, MI501(c)(3)Youth Development$360,494
Community Healing CentersKalamazoo, MI501(c)(3)Health General & Rehabilitation$328,813
YWCA of KalamazooKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$317,643
Kalamazoo Nature CenterKalamazoo, MI501(c)(3)Environment, Quality, Protection$293,393
Kalamazoo Public SchoolsKalamazoo, MIGovernmentalEducation/Instruction$252,661
Kalamazoo CollegeKalamazoo, MI501(c)(3)Education/Instruction$231,907
Communities In Schools of KalamazooKalamazoo, MI501(c)(3)Education/Instruction$228,169
First Congregational ChurchKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$197,414
Village of VicksburgVicksburg, MI501(c)(3)Community Improvement/Capacity Building$192,800
Kalamazoo Loaves & FishesKalamazoo, MI501(c)(3)Food Nutrition Agriculture$186,750
Tillers International IncScotts, MI501(c)(3)Education/Instruction$177,500
Douglass Community AssociationKalamazoo, MI501(c)(3)Education/Instruction$164,000
Housing Resources IncKalamazoo, MI501(c)(3)Housing Shelter$158,109
City of KalamazooKalamazoo, MIGovernmentalCommunity Engagement & Youth$155,614
City of Kalamazoo Parks & RecreationKalamazoo, MIGovernmentalRecreation, Leisure & Sports, Athletics$151,345
Borgess FoundationKalamazoo, MI501(c)(3)Philanthropy, Voluntarism & Grant Making Foundations$143,747
Ministry with CommunityKalamazoo, MI501(c)(3)Housing Shelter$133,278
Planned Parenthood of MichiganAnn Arbor, MI501(c)(3)Health General & Rehabilitation$133,123
Irving S Gilmore Int'l Keyboard FestivalKalamazoo, MI501(c)(3)Arts, Culture, Humanities$121,855
Guardian Finance & Advocacy ServicesBattle Creek, MI501(c)(3)Individual & Families$110,000
Kalamazoo Valley Habitat for HumanityKalamazoo, MI501(c)(3)Housing Shelter$108,808
Kalamazoo County TreasurerKalamazoo, MI501(c)(3)Recreation, Leisure & Sports, Athletics$101,565
Kalamazoo Center for Youth and CommunityKalamazoo, MI501(c)(3)Education/Instruction$101,000
First Baptist Church of KalamazooKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$100,000
Glass Art KalamazooKalamazoo, MI501(c)(3)Arts, Culture, Humanities$100,000
Holland Christian Education SocietyHolland, MI501(c)(3)Education/Instruction$100,000
West Michigan Glass Art CenterKalamazoo, MI501(c)(3)Arts, Culture, Humanities$100,000
Kalamazoo Friends of RecreationKalamazoo, MI501(c)(3)Recreation, Leisure & Sports, Athletics$98,000
Arts Council of Greater KalamazooKalamazoo, MI501(c)(3)Arts, Culture, Humanities$93,855
Kalamazoo Public LibraryKalamazoo, MIGovernmentalEducation/Instruction$80,616
Kalamazoo Gay Lesbian Resource CenterKalamazoo, MI501(c)(3)Individual & Families$80,420
Kalamazoo Area Math & Science CenterKalamazoo, MI501(c)(3)Education/Instruction$77,694
Boys & Girls Clubs of Greater KalamazooKalamazoo, MI501(c)(3)Youth Development$76,324
Park Club Historic FoundationKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$75,000
Kalamazoo Literacy CouncilKalamazoo, MI501(c)(3)Education/Instruction$73,900
Ecumenical Senior CenterKalamazoo, MI501(c)(3)Individual & Families$71,100
Local Initiative Support CorpKalamazoo, MI501(c)(3)Economic Development$69,000
The ARC Community AdvocatesKalamazoo, MI501(c)(3)Individual & Families$67,411
YMCA of Greater KalamazooKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$64,416
Vicksburg Community Schools FoundationVicksburg, MI501(c)(3)Education/Instruction$62,656
Gryphon PlaceKalamazoo, MI501(c)(3)Health General & Rehabilitation$61,919
Hospice Care of Southwest MichiganKalamazoo, MI501(c)(3)Health General & Rehabilitation$60,894
Opportunities Unlimited for the Blind IncIonia, MI501(c)(3)Youth Development$60,000
Society for History and Racial Equity (SHARE)Kalamazoo, MI501(c)(3)Arts, Culture, Humanities$59,550
SLD ReadPortage, MI501(c)(3)Education/Instruction$58,861
Big Brothers-Big SistersKalamazoo, MI501(c)(3)Youth Development$57,500
Congregation of MosesKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$54,943
West Michigan Cancer CenterKalamazoo, MI501(c)(3)Health General & Rehabilitation$54,324
Southwest Michigan Land ConservancyGalesburg, MI501(c)(3)Environment, Quality, Protection$53,800
Kalamazoo Humane SocietyKalamazoo, MI501(c)(3)Animal Related Activities$50,999
Kalamazoo Department of Public SafetyKalamazoo, MIGovernmentalPublic Safety$50,000
Kalamazoo Neighborhood Housing Services IncKalamazoo, MI501(c)(3)Housing Shelter$50,000
Constance Brown Hearing CentersKalamazoo, MI501(c)(3)Health General & Rehabilitation$48,689
Black Arts & Cultural CenterKalamazoo, MI501(c)(3)Youth Development$46,610
Open Doors KalamazooKalamazoo, MI501(c)(3)Individual & Families$46,400
Disability Network SW MIKalamazoo, MI501(c)(3)Health General & Rehabilitation$46,257
Michigan UnitedKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$45,075
Goodwill Industries of SW MichiganKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$45,000
MRC Industries IncKalamazoo, MI501(c)(3)Individual & Families$43,047
Planned Parenthood Mid and South MichiganAnn Arbor, MI501(c)(3)Health General & Rehabilitation$41,972
First Presbyterian ChurchKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$41,618
Educating for Freedom in SchoolsKalamazoo, MI501(c)(3)Youth Development$40,775
The Salvation ArmyKalamazoo, MI501(c)(3)Individual & Families$40,466
Clinton County Regional Education AgencySt Johns, MI501(c)(3)Education/Instruction$40,000
Kalamazoo Community Foundation Real Estate Holdings IncKalamazoo, MI501(c)(3)Building Maintenance$40,000
Kalamazoo County Public Housing CommissionKalamazoo, MIGovernmentalHousing Shelter$40,000
Michigan Immigrant Rights CenterAnn Arbor, MI501(c)(3)Civil Rights/Social Action Advocacy$40,000
Alongside IncRichland, MI501(c)(3)Religious Related/Spiritual Development$39,000
Prevention Works IncKalamazoo, MI501(c)(3)Health General & Rehabilitation$39,000
Bronson Health FoundationKalamazoo, MI501(c)(3)Philanthropy, Voluntarism & Grant Making Foundations$38,000
Lakeside for Children FoundationKalamazoo, MI501(c)(3)Youth Development$37,500
Urban AllianceKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$37,275
Kalamazoo Christian School FoundationKalamazoo, MI501(c)(3)Education/Instruction$36,716
Hospital Hospitality House of SW MI IncKalamazoo, MI501(c)(3)Health General & Rehabilitation$35,105
University of MichiganAnn Arbor, MI501(c)(3)Education/Instruction$34,600
Fair Housing Center of Southwest MichiganKalamazoo, MI501(c)(3)Housing Shelter$34,000
South County Emergency Medical ServicesVicksburg, MI501(c)(3)Human Service-Multipurpose/Other$32,755
Bethany Reformed ChurchKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$32,500
Kalamazoo Drop-In Child Care CenterKalamazoo, MI501(c)(3)Youth Development$31,100
Songs Against SlaveryNashville, TN501(c)(3)Human Service-Multipurpose/Other$31,000
Kalamazoo Regional Catholic Schools FoundationKalamazoo, MI501(c)(3)Education/Instruction$30,860
Michigan State UniversityEast Lansing, MI501(c)(3)Education/Instruction$30,050
Sherman Lake YMCA Outdoor CenterAugusta, MI501(c)(3)Education/Instruction$30,049
Kalamazoo County Land BankKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$30,000
Michigan Parents of the Visually ImpairedFort Gratiot, MI501(c)(3)Health General & Rehabilitation$30,000
Wild Swan TheaterAnn Arbor, MI501(c)(3)Arts, Culture, Humanities$30,000
Portage United Church of ChristPortage, MI501(c)(3)Religious Related/Spiritual Development$29,000
Day Bible ChurchBattle Creek, MI501(c)(3)Religious Related/Spiritual Development$28,495
Aacorn Farm IncKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$28,400
Community AIDS Resource and Education ServicesKalamazoo, MI501(c)(3)Health General & Rehabilitation$26,500
EracceKalamazoo, MI501(c)(3)Individual & Families$25,250
First Presbyterian Church of RichlandRichland, MI501(c)(3)Religious Related/Spiritual Development$25,000
Parent to Parent of SWMIKalamazoo, MI501(c)(3)Health General & Rehabilitation$25,000
The Leelanau Center for EducationGlen Arbor, MI501(c)(3)Education/Instruction$25,000
South Haven Community FoundationSouth Haven, MI501(c)(3)Philanthropy, Voluntarism & Grant Making Foundations$24,439
Western Michigan UniversityKalamazoo, MI501(c)(3)Education/Instruction$24,400
Friends of the Portage Senior CenterPortage, MI501(c)(3)Individual & Families$24,018
WellspringCori Terry & DancersKalamazoo, MI501(c)(3)Arts, Culture, Humanities$23,803
Friendship HouseKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$23,000
Open Roads Bike ProgramKalamazoo, MI501(c)(3)Youth Development$22,510
Portage Community Outreach CenterPortage, MI501(c)(3)Individual & Families$21,400
Council on Foundations IncBaltimore, MD501(c)(3)Philanthropy, Voluntarism & Grant Making Foundations$21,350
Hispanic American Council IncKalamazoo, MI501(c)(3)Education/Instruction$20,930
Kalamazoo Valley Community College FoundationKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$20,631
Ann Arbor Public SchoolsAnn Arbor, MIGovernmentalEducation/Instruction$20,000
Can-Do KitchenKalamazoo, MI501(c)(3)Employment Jobs$20,000
Christian NeighborsPlainwell, MI501(c)(3)Individual & Families$20,000
PEO FoundationDes Moines, IA501(c)(3)Philanthropy, Voluntarism & Grant Making Foundations$20,000
Van Buren District LibraryDecatur, MI501(c)(3)Education/Instruction$20,000
Building Blocks of KalamazooKalamazoo, MI501(c)(3)Economic Development$19,500
Kalamazoo Junior Symphony SocietyKalamazoo, MI501(c)(3)Arts, Culture, Humanities$19,000
Kalamazoo Psychiatric HospitalKalamazoo, MI501(c)(3)Health General & Rehabilitation$19,000
Galesburg-Augusta Schools Education FoundationGalesburg, MI501(c)(3)Education/Instruction$18,744
Grand Valley State UniversityAllendale, MI501(c)(3)Education/Instruction$18,000
Kairos DwellingKalamazoo, MI501(c)(3)Health General & Rehabilitation$17,585
Kalamazoo Community Mental Health ServicesNazareth, MI501(c)(3)Health General & Rehabilitation$17,245
East Main Church of ChristKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$16,320
First United Methodist ChurchKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$15,111
University of Michigan Comprehensive Cancer CenterAnn Arbor, MI501(c)(3)Health General & Rehabilitation$15,100
Ann Arbor Center for Independent LivingAnn Arbor, MI501(c)(3)Education/Instruction$15,000
GFM the Synergy CenterKalamazoo, MI501(c)(3)Mental Health/Crisis Intervention$15,000
Southwest Michigan First CorpKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$15,000
Washtenaw Intermediate School DistrictAnn Arbor, MIGovernmentalEducation/Instruction$15,000
Council of Michigan FoundationsGrand Haven, MI501(c)(3)Philanthropy, Voluntarism & Grant Making Foundations$14,800
Parchment Community LibraryParchment, MI501(c)(3)Education/Instruction$14,574
Junior League of Kalamazoo IncKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$14,427
Portage Education FoundationPortage, MI501(c)(3)Education/Instruction$14,400
Kalamazoo Community Mental Health & Substance Abuse ServicesNazareth, MI501(c)(3)Individual & Families$14,000
Audubon Society of KalamazooKalamazoo, MI501(c)(3)Environment, Quality, Protection$13,979
Schoolcraft Community SchoolsSchoolcraft, MI501(c)(3)Education/Instruction$13,630
Volunteer KalamazooKalamazoo, MI501(c)(3)Community Engagement & Youth$13,547
Western Michigan University Homer Stryker School of MedicineKalamazoo, MI501(c)(3)Education/Instruction$13,250
Kalamazoo Christian School AssociationKalamazoo, MI501(c)(3)Education/Instruction$13,000
Gull Lake Community Schools FoundationRichland, MI501(c)(3)Education/Instruction$12,971
Kalamazoo Gospel MissionKalamazoo, MI501(c)(3)Individual & Families$12,432
Michigan Maritime Museum IncSouth Haven, MI501(c)(3)Education/Instruction$12,301
Senior Services IncKalamazoo, MI501(c)(3)Individual & Families$12,300
American Heart AssociationDes Moines, IA501(c)(3)Health General & Rehabilitation$12,250
Community Living Options IncKalamazoo, MI501(c)(3)Individual & Families$12,000
Denison UniversityGranville, OH501(c)(3)Education/Instruction$12,000
Future 4 TeensKalamazoo, MI501(c)(3)Mental Health/Crisis Intervention$12,000
Portage Northern Hockey Boosters IncPortage, MI501(c)(3)Youth Development$12,000
Portage Chapel Hill United Methodist ChurchPortage, MI501(c)(3)Religious Related/Spiritual Development$11,800
United Way of Collier CountyNaples, FL501(c)(3)Human Service-Multipurpose/Other$11,500
Mothers of HopeKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$11,000
Generous Hands IncVicksburg, MI501(c)(3)Food Nutrition Agriculture$10,196
Camp NewaygoNewaygo, MI501(c)(3)Youth Development$10,000
Cottey CollegeNevada, MO501(c)(3)Education/Instruction$10,000
Covert TownshipCovert, MIGovernmentalHuman Service-Multipurpose/Other$10,000
Detroit Zoological SocietyRoyal Oake, MI501(c)(3)Animal Related Activities$10,000
Greater Detroit Agency for the Blind and Visually ImparedDetroit, MI501(c)(3)Health General & Rehabilitation$10,000
Intrepid Professional Women Network IncKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$10,000
Northwood UniversityMidland, MI501(c)(3)Education/Instruction$10,000
Renaissance EnterprisesKalamazoo, MI501(c)(3)Arts, Culture, Humanities$10,000
St Lukes Episcopal ChurchKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$10,000
Western Michigan University - Business & FinanceKalamazoo, MI501(c)(3)Environment, Quality, Protection$10,000
Comstock Public SchoolsKalamazoo, MIGovernmentalEducation/Instruction$9,805
First Day Shoe FundKalamazoo, MI501(c)(3)Youth Development$9,700
Kalamazoo Aviation History MuseumKalamazoo, MI501(c)(3)Education/Instruction$9,500
Kalamazoo Rotary Club CharitiesKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$9,494
Special Olympics MichiganBloomfield Hills, MI501(c)(3)Health General & Rehabilitation$9,200
Edison Neighborhood Association IncKalamazoo, MI501(c)(3)Individual & Families$9,000
Heritage Community of KalamazooKalamazoo, MI501(c)(3)Health General & Rehabilitation$9,000
Farmers Alley TheatreKalamazoo, MI501(c)(3)Arts, Culture, Humanities$8,662
Michigan Blind Athletic AssociationKalamazoo, MI501(c)(3)Health General & Rehabilitation$8,500
Good News ChurchPowell, OH501(c)(3)Religious Related/Spiritual Development$8,400
Kalamazoo River Watershed Public Advisory CouncilKalamazoo, MI501(c)(3)Environment, Quality, Protection$8,200
Kalamazoo Animal RescueKalamazoo, MI501(c)(3)Animal Related Activities$7,900
Vicksburg Historical SocietyVicksburg, MI501(c)(3)Arts, Culture, Humanities$7,580
Haven Reformed ChurchKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$7,554
Kalamazoo Childrens ChorusKalamazoo, MI501(c)(3)Arts, Culture, Humanities$7,500
Parks Foundation of Kalamazoo CountyKalamazoo, MI501(c)(3)Environment, Quality, Protection$7,500
Kalamazoo Deacons' ConferenceKalamazoo, MI501(c)(3)Housing Shelter$7,391
American Red CrossKalamazoo, MI501(c)(3)Health General & Rehabilitation$7,350
Julius & Esther Stulberg Competition IncKalamazoo, MI501(c)(3)Arts, Culture, Humanities$7,250
Vine Neighborhood AssociationKalamazoo, MI501(c)(3)Individual & Families$7,200
Kalamazoo Soccer ClubKalamazoo, MI501(c)(3)Recreation, Leisure & Sports, Athletics$7,000
Shepherd's Center of Greater KalamazooKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$6,750
Sunnyside United Methodist ChurchKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$6,750
University of Michigan- DearbornDearborn, MI501(c)(3)Education/Instruction$6,700
NAACP Special Contribution FundBaltimore, MD501(c)(3)Civil Rights/Social Action Advocacy$6,600
Schoolcraft Community FoundationSchoolcraft, MI501(c)(3)Philanthropy, Voluntarism & Grant Making Foundations$6,600
Threads Church IncKalamazoo, MI501(c)(3)Education/Instruction$6,500
Hospital Hospitality HouseKalamazoo, MI501(c)(3)Community Improvement/Capacity Building$6,341
State of Michigan Dept of Human ServicesKalamazoo, MIGovernmentalYouth Development$6,000
Van Buren United Civic OrganizationCovert, MI501(c)(3)Human Service-Multipurpose/Other$5,968
Fontana Chamber ArtsKalamazoo, MI501(c)(3)Arts, Culture, Humanities$5,809
Boy Scout Troop #205Kalamazoo, MI501(c)(3)Youth Development$5,500
Covert Public SchoolsCovert, MIGovernmentalEducation/Instruction$5,500
Parchment School DistrictParchment, MIGovernmentalEducation/Instruction$5,500
St Thomas More ParishKalamazoo, MI501(c)(3)Civil Rights, Social Action, Advocacy$5,385
Zion Lutheran ChurchKalamazoo, MI501(c)(3)Religious Related/Spiritual Development$5,250
VocesKalamazoo, MI501(c)(3)Human Service-Multipurpose/Other$5,150
Michigan History FoundationLansing, MI501(c)(3)Education/Instruction$5,104
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$4,048,144
other liabilities$1,910
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
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
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 B, line 11B

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 2016.

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

Filer Name
Kalamazoo Community Foundation
EIN
38-3333202
Phone
2693814416
Address
402 EAST MICHIGAN AVENUE, KALAMAZOO, MI 49007

Signing Officer

Name
susan springgate
Title
VP of Finance and Admin
Phone
2693814416
Signed
2017-11-13
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
41
Volunteers
179

Preparer

Firm
Plante & Moran Pllc
Address
750 Trade Centre Way Ste 300, Portage, MI 49002
Preparer
James G Thompson CPA
Phone
2695674500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

CHANGE IN VALUE OF LIFE INSURANCE 12,839. CHANGE IN VALUE OF GIFT ANNUITIES -357,169. REVERSAL of GRANT EXPENSES 406,146.

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 in 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 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)(a)(vi) of the irc. Kalamazoo community foundation real estate holdings inc. Is exempt from federal income tax under the same provisions. 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.

Raw XML AppendixShowing 400 of 2,741 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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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0187916661
IRS990/GrossReceiptsAmt0220372312
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt020981
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0136123
IRS990/InformationTechnologyGrp/ProgramServicesAmt024421
IRS990/InformationTechnologyGrp/TotalAmt0181525
IRS990/InsuranceGrp/ManagementAndGeneralAmt09032
IRS990/InsuranceGrp/TotalAmt09032
IRS990/InvestmentIncomeGrp/ExclusionAmt08747231
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08747231
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0245958020
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0305471253
IRS990/InvestmentsProgramRelatedGrp/BOYAmt06864477
IRS990/InvestmentsProgramRelatedGrp/EOYAmt05973671
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0134700148
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0106128677
IRS990/IRPDocumentCnt037
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0773096
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0708737
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0628437
IRS990/LandBldgEquipCostOrOtherBssAmt01401533
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0170577036
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Kalamazoo Community Foundation makes life better for all through leadership and stewardship of resources that last forever.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0410808743
IRS990/NetAssetsOrFundBalancesEOYAmt0457232399
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt017339625
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017339625
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017883074
IRS990/NoncashContributionsAmt01447634
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt030
IRS990/OccupancyGrp/ManagementAndGeneralAmt0243053
IRS990/OccupancyGrp/ProgramServicesAmt0128020
IRS990/OccupancyGrp/TotalAmt0371103
IRS990/OfficeExpensesGrp/FundraisingAmt018850
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt081048
IRS990/OfficeExpensesGrp/ProgramServicesAmt08450
IRS990/OfficeExpensesGrp/TotalAmt0108348
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07165364
IRS990/OtherAssetsTotalGrp/EOYAmt07235392
IRS990/OtherChangesInNetAssetsAmt061816
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt085370
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0120638
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt091542
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0297550
IRS990/OtherExpensesGrp/Desc0MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc1INDIRECT COSTS
IRS990/OtherExpensesGrp/FundraisingAmt04736
IRS990/OtherExpensesGrp/FundraisingAmt1344835
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014051
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-781313
IRS990/OtherExpensesGrp/ProgramServicesAmt090
IRS990/OtherExpensesGrp/ProgramServicesAmt1436478
IRS990/OtherExpensesGrp/TotalAmt018877
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherLiabilitiesGrp/BOYAmt04368964
IRS990/OtherLiabilitiesGrp/EOYAmt04050054
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/Desc1Sponsorship annual mtg
IRS990/OtherRevenueMiscGrp/ExclusionAmt011013
IRS990/OtherRevenueMiscGrp/ExclusionAmt18140
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011013
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18140
IRS990/OtherRevenueTotalAmt019153
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0432580
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0664613
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0554158
IRS990/OtherSalariesAndWagesGrp/TotalAmt01651351
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt037978
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt070619
IRS990/PayrollTaxesGrp/ProgramServicesAmt050103
IRS990/PayrollTaxesGrp/TotalAmt0158700
IRS990/PensionPlanContributionsGrp/FundraisingAmt023310
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035425
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt029815
IRS990/PensionPlanContributionsGrp/TotalAmt088550
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0207612622
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0229472872
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06711324
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt024447155
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0531039
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0505653
IRS990/PrincipalOfficerNm0SUSAN SPRINGGATE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP FUNDS PROVIDED FELLOWSHIPS AND SCHOLARSHIPS TO 395 STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01313001
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01100120
IRS990/ProgSrvcAccomActy3Grp/Desc0THE LEARNING NETWORK OF GREATER KALAMAZOO IS A DYNAMIC COLLABORATION OF PEOPLE AND ORGANIZATIONS COMMITTED TO TRANSFORMING HOW, AND HOW WELL, WE PREPARE EVERYONE WHO LIVES IN KALAMAZOO COUNTY, FROM INFANTS TO SENIOR CITIZENS, FOR LIFELONG SUCCESS. THE MISSION IS TO IMPROVE THE LIVES OF CHILDREN IN KALAMAZOO COUNTY FROM CRADLE TO CAREER BY CONNECTING EXCELLENT EDUCATORS TO A CARING AND ENGAGED COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01279357
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0228191
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER FUNDS ESTABLISHED BY DONORS WITH RESTRICTIONS WHICH PROVIDE GRANTS WITHIN AND WITHOUT KALAMAZOO COUNTY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt09331848
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt09317016
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06722177
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt017112533
IRS990/PYInvestmentIncomeAmt022041942
IRS990/PYOtherExpensesAmt03224070
IRS990/PYOtherRevenueAmt017695
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05935308
IRS990/PYSalariesCompEmpBnftPaidAmt02509903
IRS990/PYTotalExpensesAmt022846506
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028781814
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt028478766
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt0571073
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00

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Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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