Civic Intelligence

Caledonia Education Foundation

990 • Fiscal year 2015 • EIN 38-3428004

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 10, 2016

Organization ProfileWWW.CALEDONIACEF.ORG
PO Box 353Caledonia, MI 49316

(616) 776-6325

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$965,282

Down $4,342 (-0.4%) from 2014

Net Assets

Down

$965,117

Down $3,990 (-0.4%) from 2014

Liabilities

Down

$165

Down $352 (-68%) from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin77th percentile

Revenue

Down

$95,675

Down $90,375 (-49%) from 2014

Expenses

Up

$78,020

Up $12,206 (+19%) from 2014

Net Income

Down

$17,655

Down $102,581 (-85%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2015

Assets$965,282
Liabilities$165
Net Assets$965,117
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$95,675
Expenses$78,020
Net Income$17,655
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$95,675
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$926,598$941,576▲ $14,978
Cash and Non-Interest-Bearing Accounts$43,026$23,706▼ $19,320
Total Assets$969,624$965,282▼ $4,342
Liabilities
Grants Payable$517$165▼ $352
Total Liabilities$517$165▼ $352
Net Assets / Fund Balance
Unrestricted Net Assets$556,863$557,341▲ $478
Temporarily Rstr Net Assets$412,244$407,776▼ $4,468
Total Net Assets Fund Balance$969,107$965,117▼ $3,990
Total Liabilities and Net Assets / Fund Balance$969,624$965,282▼ $4,342
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Dennis HormelPresident
Denise BlunkDirector
Betty WorkmanTrustee
Dewayne CookTrustee
Jann PattersonTrustee
Jeremiah KossenTrustee
Jodi PeekTrustee
John FinkbeinerTrustee
Kelly ChaseTrustee
Laura GenovichTrustee
Mary ClabeauxTrustee
Michele DavisTrustee
Tim HilemanTrustee
Tina BanningTrustee
Jane McgookeySecretary
Heath ChelesvigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,733
Program Service Revenue
$0
Investment Income
$42,942
Other Revenue
$0
All Other Contributions
$52,733
Change in Net Assets
$17,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,843
Grants and Similar Amounts Paid$37,177
Total Fundraising Expense$6,701
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,153--$26,153
Office Expenses-$13,902-$13,902
Advertising-$7,257$4,950$12,207
Fees for Services Other-$9,826$1,751$11,577
Grants to Domestic Individuals$11,024--$11,024
Fees for Services Accounting-$1,864-$1,864
Insurance-$1,293-$1,293
Total Functional Expenses$37,177$34,142$6,701$78,020
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Caledonia Public SchoolsCaledonia, MI--$26,153
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Backup withholding compliance
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
Dennis Hormel
Title
Officer
Phone
6167766325
Signed
2016-02-10

Organization Details

Principal Officer
Dennis Hormel
Formed
1998
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
55

Preparer

Firm
Stonehenge Consulting Plc
Address
2464 BYRON STATION DR SW, BYRON CENTER, MI 49315-9453
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.”

Form 990, Part IX, Line 11G

“Outside services 0 0 562 administrative expense:miscel 0 0 1,189 office supplies 0 133 0 postage 0 2,834 0 printing 0 998 0 dues & subscriptions 0 118 0 administrative expense 0 5,475 0 teacher gifts 0 268 0”

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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0211974
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026121
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027961
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014443
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0111933
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt015
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65440
IRS990ScheduleA/PublicSupportPY170Pct00.65250
IRS990ScheduleA/PublicSupportTotal170Amt0211974
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt028364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035154
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0211974
IRS990ScheduleA/TotalSupportAmt0323907
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011024
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/RecipientTable/CashGrantAmt026153
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALEDONIA PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0386002005
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09753 DUNCAN LAKE AVE SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CALEDONIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049316
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS FINANCIAL STATEMENTS AND 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART OF POLICIES EACH BOARD MEMBER AGREES TO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE SERVICES 0 0 562 ADMINISTRATIVE EXPENSE:MISCEL 0 0 1,189 OFFICE SUPPLIES 0 133 0 POSTAGE 0 2,834 0 PRINTING 0 998 0 DUES & SUBSCRIPTIONS 0 118 0 ADMINISTRATIVE EXPENSE 0 5,475 0 TEACHER GIFTS 0 268 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0412244
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0407776
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0969624
IRS990/TotalAssetsEOYAmt0965282
IRS990/TotalAssetsGrp/BOYAmt0969624
IRS990/TotalAssetsGrp/EOYAmt0965282
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt052733
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06701
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034142
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037177
IRS990/TotalFunctionalExpensesGrp/TotalAmt078020
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0517
IRS990/TotalLiabilitiesEOYAmt0165
IRS990/TotalLiabilitiesGrp/BOYAmt0517
IRS990/TotalLiabilitiesGrp/EOYAmt0165
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0969107
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0965117
IRS990/TotalProgramServiceExpensesAmt037177
IRS990/TotalRevenueGrp/ExclusionAmt016215
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026727
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095675
IRS990/TotalVolunteersCnt055
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0969624
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0965282
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0556863
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0557341
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07980 HAILEY COURT
IRS990/USAddress/CityNm0CALEDONIA
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049316
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.CALEDONIACEF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS HORMEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06167766325
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALEDONIA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALE
ReturnHeader/Filer/EIN0383428004
ReturnHeader/Filer/PhoneNum06167766325
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 353
ReturnHeader/Filer/USAddress/CityNm0CALEDONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049316
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611441770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STONEHENGE CONSULTING PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02464 BYRON STATION DR SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BYRON CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0493159453
ReturnHeader/PreparerPersonGrp/PhoneNum06168911147
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASEY R YOUNG CPA
ReturnHeader/ReturnTs02016-02-10T14:17:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$965,282
Liabilities
$165
Net assets
$965,117
Revenue
$95,675
Expenses
$78,020
Net income
$17,655
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