Civic Intelligence

Caledonia Education Foundation

990 • Fiscal year 2019 • EIN 38-3428004

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 23, 2019

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$14,668

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-9.0%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,092,664

Up $4,446 (+0.4%) from 2018

Net Assets

Up

$1,092,507

Up $4,470 (+0.4%) from 2018

Liabilities

Down

$157

Down $24 (-13%) from 2018

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin17th percentile

Revenue

Down

$88,273

Down $8,706 (-9.0%) from 2018

Expenses

Up

$100,166

Up $13,261 (+15%) from 2018

Net Income

Down

-$11,893

Down $21,967 (-218%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2019

Assets$1,092,664
Liabilities$157
Net Assets$1,092,507
Open 2019 Filing

Operations Trend

Revenue Growth23rd 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

2019

Revenue$88,273
Expenses$100,166
Net Income-$11,893
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 23, 2019
Return Version
2018v3.1
Gross Receipts
$88,273
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$1,051,212$1,009,394▼ $41,818
Cash and Non-Interest-Bearing Accounts$37,006$83,270▲ $46,264
Total Assets$1,088,218$1,092,664▲ $4,446
Liabilities
Other Liabilities$181$157▼ $24
Total Liabilities$181$157▼ $24
Net Assets / Fund Balance
Unrestricted Net Assets$627,083$623,522▼ $3,561
Temporarily Rstr Net Assets$460,954$468,985▲ $8,031
Total Net Assets Fund Balance$1,088,037$1,092,507▲ $4,470
Total Liabilities and Net Assets / Fund Balance$1,088,218$1,092,664▲ $4,446
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Denise BlunkExecutive DiPT$14,668$14,668

Board Members and Trustees

NameTitle
David SchursteinPresident
Joanne SokolTrustee
John FinkbeinerTrustee
Kim PleuneTrustee
Nancy MclaughlinTrustee
Michele DavisSecretary
Christine FeldeTreasurer
Allen KirschbaumVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$41,857
Program Service Revenue
$0
Investment Income
$46,416
Other Revenue
$0
All Other Contributions
$41,857
Change in Net Assets
$-11,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,407
Other Expenses$28,091
Salaries, Compensation, and Employee Benefits$14,668
Total Fundraising Expense$13,063
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,557--$41,557
Grants to Domestic Individuals$15,850--$15,850
Other Salaries and Wages$14,668--$14,668
Fees for Services Other-$9,004$321$9,325
Advertising-$500$6,426$6,926
Fees for Service Investment Mgmnt Fees--$6,316$6,316
Fees for Services Accounting-$4,705-$4,705
Office Expenses-$806-$806
Interest-$13-$13
Total Functional Expenses$72,075$15,028$13,063$100,166
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Caledonia Public SchoolsCaledonia, MI--$41,557
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$157
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
Denise Blunk
Title
Executive Director
Phone
6168918185
Signed
2019-08-23

Organization Details

Principal Officer
David Schurstein
Formed
1998
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
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.”

Form 990, Part XI, Line 9

“Investment income:net unrealized gain (loss) 16,363”

Raw XML Appendix350 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/FundraisingAmt06426
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0500
IRS990/AdvertisingGrp/TotalAmt06926
IRS990/AllOtherContributionsAmt041857
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STONEHENGE CONSULTING
IRS990/BooksInCareOfDetail/PhoneNum06168911147
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02464 BYRON STATION DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0BYRON CENTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049315
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt037006
IRS990/CashNonInterestBearingGrp/EOYAmt083270
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt041857
IRS990/CYGrantsAndSimilarPaidAmt057407
IRS990/CYInvestmentIncomeAmt046416
IRS990/CYOtherExpensesAmt028091
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-11893
IRS990/CYSalariesCompEmpBnftPaidAmt014668
IRS990/CYTotalExpensesAmt0100166
IRS990/CYTotalFundraisingExpenseAmt013063
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt088273
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MULTIPLE GRANTS TO CALEDONIA SCHOOLS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt041557
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04705
IRS990/FeesForServicesAccountingGrp/TotalAmt04705
IRS990/FeesForServicesOtherGrp/FundraisingAmt0321
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09004
IRS990/FeesForServicesOtherGrp/TotalAmt09325
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt06316
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06316
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0DENISE BLUNK
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN FINKBEINER
IRS990/Form990PartVIISectionAGrp/PersonNm3KIM PLEUNE
IRS990/Form990PartVIISectionAGrp/PersonNm4JOANNE SOKOL
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID SCHURSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm6ALLEN KIRSCHBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTINE FELDE
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHELE DAVIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt014668
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt027157
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt041557
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt015850
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt015850
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt041557
IRS990/GrantsToDomesticOrgsGrp/TotalAmt041557
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt027157
IRS990/GrossReceiptsAmt088273
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt013
IRS990/InterestGrp/TotalAmt013
IRS990/InvestmentIncomeGrp/ExclusionAmt019255
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019259
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01051212
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01009394
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01088037
IRS990/NetAssetsOrFundBalancesEOYAmt01092507
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt027157
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027157
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0806
IRS990/OfficeExpensesGrp/TotalAmt0806
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt016363
IRS990/OtherLiabilitiesGrp/BOYAmt0181
IRS990/OtherLiabilitiesGrp/EOYAmt0157
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014668
IRS990/OtherSalariesAndWagesGrp/TotalAmt014668
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID SCHURSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030518
IRS990/ProgSrvcAccomActy2Grp/GrantAmt015850
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt060215
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt043552
IRS990/PYInvestmentIncomeAmt036764
IRS990/PYOtherExpensesAmt028340
IRS990/PYRevenuesLessExpensesAmt010074
IRS990/PYSalariesCompEmpBnftPaidAmt015013
IRS990/PYTotalExpensesAmt086905
IRS990/PYTotalRevenueAmt096979
IRS990/ReconcilationRevenueExpnssAmt0-11893
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt080628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0182700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019255
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt040815
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt060070
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75260
IRS990ScheduleA/PublicSupportPY170Pct00.74470
IRS990ScheduleA/PublicSupportTotal170Amt0182700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt080628
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0182700
IRS990ScheduleA/TotalSupportAmt0242770
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0157
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD
IRS990ScheduleD/TotalLiabilityAmt0157
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015850
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS APPROVED
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/RecipientTable/CashGrantAmt041557
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
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/ExplanationTxt4INVESTMENT INCOME:NET UNREALIZED GAIN (LOSS) 16,363
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 XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0460954
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0468985
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01088218
IRS990/TotalAssetsEOYAmt01092664
IRS990/TotalAssetsGrp/BOYAmt01088218
IRS990/TotalAssetsGrp/EOYAmt01092664
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt041857
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013063
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015028
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072075
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0181
IRS990/TotalLiabilitiesEOYAmt0157
IRS990/TotalLiabilitiesGrp/BOYAmt0181
IRS990/TotalLiabilitiesGrp/EOYAmt0157
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01088037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01092507
IRS990/TotalProgramServiceExpensesAmt072075
IRS990/TotalReportableCompFromOrgAmt014668
IRS990/TotalRevenueGrp/ExclusionAmt019255
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027161
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088273
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01088218
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01092664
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0627083
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0623522
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09575 SCOTSMOOR CT SE
IRS990/USAddress/CityNm0CALEDONIA
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049316
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.CALEDONIACEF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE BLUNK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06168918185
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-23
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/AtSubmissionCreationDeviceId01359E8DC168B4E1B6BDC02218105BA6706757DDE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08BAD68DE8A69C9E602EF6FC676CC8568E8C1145D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0152.160.171.218
ReturnHeader/FilingSecurityInformation/IPDt02019-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:40:43
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/PreparationDt02019-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASEY R YOUNG CPA
ReturnHeader/ReturnTs02019-10-03T13:40:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,092,664
Liabilities
$157
Net assets
$1,092,507
Revenue
$88,273
Expenses
$100,166
Net income
-$11,893
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits