Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Balance Sheet
Assets
Up$161,430
Up $15,102 (+10%) from 2011
Net Assets
Up$161,430
Up $15,102 (+10%) from 2011
Liabilities
Flat$0
Flat from 2011
Revenue And Expenses
Revenue
Up$7,297
Up $1,458 (+25%) from 2011
Expenses
Up$13,308
Up $9,004 (+209%) from 2011
Net Income
Down-$6,011
Down $7,546 (-492%) from 2011
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Apr 23, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $7,297
Mission and Program Overview
Mission
Provide scholarships to needy students
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE RICH MEMORIAL ENDOWMENT FUNDS EXIST TO PROVIDE FINANCIAL ASSISTANCE TO THE ERICKSON LEARNING FOUNDATION WHICH PROVIDE SCHOLARSHIPS TO FINANCIALLY NEEDY STUDENTS | - | $308 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TONYA FOUNTAIN | Secretary | PT | $0 | - | - |
| NONA BROWN | Foundation Board Member | - | $0 | - | - |
| PAULA AUDAS | Foundation Board Member | - | $0 | - | - |
| JENNIFER MILLER | Foundation Board Member | - | $0 | - | - |
| FRANCIE HERRING | Foundation Board Member | - | $0 | - | - |
| CARYN EDWARDS | President | PT | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 38-3348195
Signing Officer
- Name
- Caryn E Edwards
- Title
- President
- Phone
- 5173470122
- Signed
- 2014-04-23
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Tom Johnson EA ABA
- Phone
- 5173360151
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Activity scholarships grantee erickson learning foundation street 2043 hamilton rd city, state, zip okemos, mi 48864relationship supported org amount 13,000”
Description of other expenses Part I line 16
“Description amountforeign taxes paid 58”
Other changes in net assets or fund balances Part I line 20
“Description amountunrealized gain loss on investments 9,053”
Raw XML Appendix142 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CARYN EDWARDS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5173470122 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 2043 HAMILTON RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | OKEMOS |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 48864 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 158388 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 161430 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6011 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 250 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 158388 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 161430 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 13000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 7297 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7297 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 158388 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 161430 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 158388 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 161430 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TONYA FOUNTAIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NONA BROWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PAULA AUDAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JENNIFER MILLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | FRANCIE HERRING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CARYN EDWARDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | FOUNDATION BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | FOUNDATION BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | FOUNDATION BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | FOUNDATION BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 9053 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 58 |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE SCHOLARSHIPS TO NEEDY STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE RICH MEMORIAL ENDOWMENT FUNDS EXIST TO PROVIDE FINANCIAL ASSISTANCE TO THE ERICKSON LEARNING FOUNDATION WHICH PROVIDE SCHOLARSHIPS TO FINANCIALLY NEEDY STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 308 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 13308 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 308 |
| IRS990EZ/TotalRevenueAmt | 0 | 7297 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990ScheduleA/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 382903768 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 0 | 9 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 13000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1 | 0 | ERICKSON LEARNING FOUNDATION |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd | 0 | true |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 13000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY SCHOLARSHIPS GRANTEE ERICKSON LEARNING FOUNDATION STREET 2043 HAMILTON RD CITY, STATE, ZIP OKEMOS, MI 48864RELATIONSHIP SUPPORTED ORG AMOUNT 13,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTFOREIGN TAXES PAID 58 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION AMOUNTUNREALIZED GAIN LOSS ON INVESTMENTS 9,053 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other changes in net assets or fund balances Part I line 20 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CARYN E EDWARDS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5173470122 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-04-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | H HERBERT RICH MEMORIAL FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | RICH |
| ReturnHeader/Filer/EIN | 0 | 383348195 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 2043 HAMILTON RD |
| ReturnHeader/Filer/USAddress/City | 0 | OKEMOS |
| ReturnHeader/Filer/USAddress/State | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 48864 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 263488668 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Eastside Tax and Accounting LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 2111-C Haslett Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Haslett |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 48840 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5173360151 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-04-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Tom Johnson EA ABA |
| ReturnHeader/ReturnTs | 0 | 2014-04-28T16:58:39-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $161,430
- Liabilities
- $0
- Net assets
- $161,430
- Revenue
- $7,297
- Expenses
- $13,308
- Net income
- -$6,011