Civic Intelligence

Caledonia Education Foundation

EIN 38-3428004 • 501(c)3 • Caledonia, MI

Profile

The caledonia education foundation was incorporated on april 24, 1998. The purpose of the cef is to identify, enhance, or initiate programs which are not or would not normally be underwritten by the caledonia community school districts. The cef is financed by gifts, contributions, donations, and bequests. The cef maintains an endowment fund whereby only the investment income may be allocated to fund grant requests.

PO Box 353Caledonia, MI 49316

www.caledoniacef.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$22,365

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

8.3%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,425,797

Up $102,451 (+7.7%) from 2024

Liabilities

Up

$5,429

Up $5,370 (+9102%) from 2024

Net Assets

Up

$1,420,368

Up $97,081 (+7.3%) from 2024

Operations
Liabilities / Revenue37th percentileNet Margin82nd percentile

Revenue

Up

$208,897

Up $16,062 (+8.3%) from 2024

Expenses

Up

$139,293

Up $28,758 (+26%) from 2024

Net Income

Down

$69,604

Down $12,696 (-15%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2011: $823,143Liabilities 2011: $4,600Net Assets 2011: $818,5432011Assets 2012: $799,662Liabilities 2012: $4,000Net Assets 2012: $795,6622012Assets 2013: $869,834Liabilities 2013: $4,500Net Assets 2013: $865,3342013Assets 2014: $969,624Liabilities 2014: $517Net Assets 2014: $969,1072014Assets 2015: $965,282Liabilities 2015: $165Net Assets 2015: $965,1172015Assets 2016: $971,457Liabilities 2016: $655Net Assets 2016: $970,8022016Assets 2017: $1,022,304Liabilities 2017: -$34Net Assets 2017: $1,022,3382017Assets 2018: $1,088,218Liabilities 2018: $181Net Assets 2018: $1,088,0372018Assets 2019: $1,092,664Liabilities 2019: $157Net Assets 2019: $1,092,5072019Assets 2020: $1,098,906Liabilities 2020: $0Net Assets 2020: $1,098,9062020Assets 2021: $1,357,674Liabilities 2021: $61Net Assets 2021: $1,357,6132021Assets 2022: $1,128,841Liabilities 2022: $80Net Assets 2022: $1,128,7612022Assets 2023: $1,198,813Liabilities 2023: $16,565Net Assets 2023: $1,182,2482023Assets 2024: $1,323,346Liabilities 2024: $59Net Assets 2024: $1,323,2872024Assets 2025: $1,425,797Liabilities 2025: $5,429Net Assets 2025: $1,420,3682025

Highlighted filing

2025

Assets$1,425,797
Liabilities$5,429
Net Assets$1,420,368
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $86,048Expenses 2011: $55,286Net Income 2011: $30,7622011Revenue 2012: $71,834Expenses 2012: $56,787Net Income 2012: $15,0472012Revenue 2013: $73,446Expenses 2013: $53,853Net Income 2013: $19,5932013Revenue 2014: $186,050Expenses 2014: $65,814Net Income 2014: $120,2362014Revenue 2015: $95,675Expenses 2015: $78,020Net Income 2015: $17,6552015Revenue 2016: $108,205Expenses 2016: $88,785Net Income 2016: $19,4202016Revenue 2017: $84,788Expenses 2017: $107,771Net Income 2017: -$22,9832017Revenue 2018: $96,979Expenses 2018: $86,905Net Income 2018: $10,0742018Revenue 2019: $88,273Expenses 2019: $100,166Net Income 2019: -$11,8932019Revenue 2020: $80,429Expenses 2020: $99,137Net Income 2020: -$18,7082020Revenue 2021: $155,070Expenses 2021: $138,794Net Income 2021: $16,2762021Revenue 2022: $266,054Expenses 2022: $159,587Net Income 2022: $106,4672022Revenue 2023: $156,180Expenses 2023: $122,811Net Income 2023: $33,3692023Revenue 2024: $192,835Expenses 2024: $110,535Net Income 2024: $82,3002024Revenue 2025: $208,897Expenses 2025: $139,293Net Income 2025: $69,6042025

Highlighted filing

2025

Revenue$208,897
Expenses$139,293
Net Income$69,604
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,425,797
Liabilities
$5,429
Net assets
$1,420,368
Revenue
$208,897
Expenses
$139,293
Net income
$69,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.21$0.14$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.19$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.02$1.18$0.16$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.27$0.16$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.16$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.10$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.11$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.19$0.07$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.07$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.07$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.09$0.06$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 14, 2026
Return Version
2024v5.0
Gross Receipts
$208,897
Mission and Program Overview

Mission

The caledonia education foundation was incorporated on april 24, 1998. The purpose of the cef is to identify, enhance, or initiate programs which are not or would not normally be underwritten by the caledonia community school districts. The cef is financed by gifts, contributions, donations, and bequests. The cef maintains an endowment fund whereby only the investment income may be allocated to fund grant requests.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,244,926$1,154,615▼ $90,311
Cash and Non-Interest-Bearing Accounts$61,920$271,182▲ $209,262
Prepaid Expenses and Deferred Charges$16,500--
Total Assets$1,323,346$1,425,797▲ $102,451
Liabilities
Other Liabilities$59$5,429▲ $5,370
Total Liabilities$59$5,429▲ $5,370
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$683,897$771,269▲ $87,372
Net Assets With Donor Restrictions$639,390$649,099▲ $9,709
Total Net Assets Fund Balance$1,323,287$1,420,368▲ $97,081
Total Liabilities and Net Assets / Fund Balance$1,323,346$1,425,797▲ $102,451

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,323,378$118,231▲ $118,144$9,274$1,420,368
2023$1,182,248$112,930▲ $138,643$8,717$1,323,378
2022$1,128,761$89,591▲ $86,706$38,292$1,182,248
2021$1,357,613$126,796▼ $196,063$16,983$1,128,761
2020$1,098,906$121,661▲ $275,840$2,615$1,357,613
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Denise BlunkExecutive Di$22,365$22,365

Board Members and Trustees

NameTitle
James CrawleyPresident
Cara FiegelTrustee
Crystal SaidooTrustee
John FinkbeinerTrustee
Katie DoanTrustee
Marcia CollinsTrustee
Crystal HurstSecretary
Jessica Webster-huizenTreasurer
Laura WitvoetVice-preside
Nancy MclaughlinVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$118,231
Program Service Revenue
$0
Investment Income
$90,631
Other Revenue
$35
All Other Contributions
$118,231
Change in Net Assets
$69,604
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,309
Other Expenses$51,826
Salaries, Compensation, and Employee Benefits$35,158
Total Fundraising Expense$21,264
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$35,158-$35,158
Grants to Domestic Orgs$26,458--$26,458
Grants to Domestic Individuals$25,851--$25,851
Fees for Service Investment Mgmnt Fees-$8,449-$8,449
Fees for Services Accounting-$6,156$536$6,692
Other Expenses$6,358-$8,432$6,358
Fees for Services Other-$1,311-$1,311
All Other Expenses$478-$724$1,202
Advertising--$846$846
Office Expenses-$420-$420
Conferences and Meetings-$306-$306
Interest-$34-$34
Total Functional Expenses$66,195$51,834$21,264$139,293
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Caledonia Community SchoolsCaledonia, MI-Cal Cares - Grant Ma$26,458
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$5,021
Credit Card$408
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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

“Board reviews financial statements and 990.”

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

“Part of policies each board member agrees to.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Caledonia Education Foundation
EIN
38-3428004
Phone
6167766325
Address
PO BOX 353, CALEDONIA, MI 49316

Signing Officer

Name
Denise Blunk
Title
Executive Director
Phone
6168910732
Signed
2026-03-14

Organization Details

Principal Officer
James Crawley
Formed
1998
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Stonehenge Consulting Plc
Address
6500 BYRON CENTER AVE STE 200, BYRON CENTER, MI 49315
Preparer
Casey R Young CPA
Phone
6168911147
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The caledonia education foundation was incorporated on april 24, 1998. The purpose of the cef is to identify, enhance, or initiate programs which are not or would not normally be underwritten by the caledonia community school districts. The cef is financed by gifts, contributions, donations, and bequests. The cef maintains an endowment fund whereby only the investment income may be allocated to fund grant requests.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Our mission: the caledonia education foundation exists to strengthen our community by supporting the students and educators of the caledonia community schools. The foundation manages an endowment to support the funding of educational opportunities through grants and scholarships, now and in the future. During the fiscal year, the caledonia education foundation focused on supporting the caledonia community school district by raising funds and dispersing them through our grant and scholarship programs.”

Raw XML AppendixShowing 400 of 482 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0OUR MISSION: THE CALEDONIA EDUCATION FOUNDATION EXISTS TO STRENGTHEN OUR COMMUNITY BY SUPPORTING THE STUDENTS AND EDUCATORS OF THE CALEDONIA COMMUNITY SCHOOLS. THE FOUNDATION MANAGES AN ENDOWMENT TO SUPPORT THE FUNDING OF EDUCATIONAL OPPORTUNITIES THROUGH GRANTS AND SCHOLARSHIPS, NOW AND IN THE FUTURE. DURING THE FISCAL YEAR, THE CALEDONIA EDUCATION FOUNDATION FOCUSED ON SUPPORTING THE CALEDONIA COMMUNITY SCHOOL DISTRICT BY RAISING FUNDS AND DISPERSING THEM THROUGH OUR GRANT AND SCHOLARSHIP PROGRAMS.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt8LOYOLA UNIVERSITY CHICAGO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CALEDONIA EDUCATION FOUNDATION WAS INCORPORATED ON APRIL 24, 1998. THE PURPOSE OF THE CEF IS TO IDENTIFY, ENHANCE, OR INITIATE PROGRAMS WHICH ARE NOT OR WOULD NOT NORMALLY BE UNDERWRITTEN BY THE CALEDONIA COMMUNITY SCHOOL DISTRICTS. THE CEF IS FINANCED BY GIFTS, CONTRIBUTIONS, DONATIONS, AND BEQUESTS. THE CEF MAINTAINS AN ENDOWMENT FUND WHEREBY ONLY THE INVESTMENT INCOME MAY BE ALLOCATED TO FUND GRANT REQUESTS.

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