Civic Intelligence

Caledonia Education Foundation

990 • Fiscal year 2017 • EIN 38-3428004

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 31, 2018

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

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

11th percentile

-27%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$1,022,304

Up $50,847 (+5.2%) from 2016

Net Assets

Up

$1,022,338

Up $51,536 (+5.3%) from 2016

Liabilities

Down

-$34

Down $689 (-105%) from 2016

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin11th percentile

Revenue

Down

$84,788

Down $23,417 (-22%) from 2016

Expenses

Up

$107,771

Up $18,986 (+21%) from 2016

Net Income

Down

-$22,983

Down $42,403 (-218%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$1,022,304
Liabilities-$34
Net Assets$1,022,338
Open 2017 Filing

Operations Trend

Revenue Growth12th 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

2017

Revenue$84,788
Expenses$107,771
Net Income-$22,983
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 31, 2018
Return Version
2016v3.1
Gross Receipts
$84,788
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$922,357$992,266▲ $69,909
Cash and Non-Interest-Bearing Accounts$49,100$30,038▼ $19,062
Total Assets$971,457$1,022,304▲ $50,847
Liabilities
Grants Payable$514--
Other Liabilities$141$-34▼ $175
Total Liabilities$655$-34▼ $689
Net Assets / Fund Balance
Unrestricted Net Assets$564,432$600,455▲ $36,023
Temporarily Rstr Net Assets$406,370$421,883▲ $15,513
Total Net Assets Fund Balance$970,802$1,022,338▲ $51,536
Total Liabilities and Net Assets / Fund Balance$971,457$1,022,304▲ $50,847
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Erika BorkPresident
Jane McgookeyTrustee
Jeremia KossenTrustee
John FinkbeinerTrustee
Kelly ChaseTrustee
Laura GenovichTrustee
Mary ClabeauxTrustee
Tim HilemanTrustee
Denise BlunkExecutive Di
Michele DavisSecretary
Heath ChelesvigTreasurer
Dewayne CookVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$57,111
Program Service Revenue
$0
Investment Income
$27,677
Other Revenue
$0
All Other Contributions
$57,111
Change in Net Assets
$-22,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,076
Other Expenses$23,665
Salaries, Compensation, and Employee Benefits$14,030
Total Fundraising Expense$11,450
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,076--$45,076
Grants to Domestic Individuals$25,000--$25,000
Other Salaries and Wages-$14,030-$14,030
Advertising-$3,078$4,999$8,077
Fees for Service Investment Mgmnt Fees--$5,887$5,887
Fees for Services Accounting-$4,416-$4,416
Fees for Services Other-$2,997$564$3,561
Office Expenses-$1,724-$1,724
Total Functional Expenses$70,076$26,245$11,450$107,771
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grants Approved---$45,076
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
Credit Card$-34
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 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
Erika Bork
Title
President
Phone
6168918185
Signed
2018-01-31

Organization Details

Principal Officer
Erika Bork
Formed
1998
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0

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.”

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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS APPROVED
IRS990ScheduleI/RecipientTable/CashGrantAmt045076
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GRANTS APPROVED
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0406370
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0421883
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0971457
IRS990/TotalAssetsEOYAmt01022304
IRS990/TotalAssetsGrp/BOYAmt0971457
IRS990/TotalAssetsGrp/EOYAmt01022304
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt057111
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011450
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026245
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070076
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107771
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0655
IRS990/TotalLiabilitiesEOYAmt0-34
IRS990/TotalLiabilitiesGrp/BOYAmt0655
IRS990/TotalLiabilitiesGrp/EOYAmt0-34
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0970802
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01022338
IRS990/TotalProgramServiceExpensesAmt070076
IRS990/TotalRevenueGrp/ExclusionAmt016809
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010868
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt084788
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0971457
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01022304
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0564432
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0600455
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09170 COSTNER DR
IRS990/USAddress/CityNm0CALEDONIA
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049316
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.CALEDONIACEF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIKA BORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06168918185
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C673CD0D26D088AE3A66FB1ED4724D6D7A1DF5D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId058583B19E7A601E9E99CE5328E48789453B81A8B
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/PreparationDt02018-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASEY R YOUNG CPA
ReturnHeader/ReturnTs02018-02-23T17:15:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,022,304
Liabilities
-$34
Net assets
$1,022,338
Revenue
$84,788
Expenses
$107,771
Net income
-$22,983
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