Civic Intelligence

Caledonia Education Foundation

990 • Fiscal year 2020 • EIN 38-3428004

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 15, 2020

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

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

34th percentile

0.6%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-8.9%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,098,906

Up $6,242 (+0.6%) from 2019

Net Assets

Up

$1,098,906

Up $6,399 (+0.6%) from 2019

Liabilities

Down

$0

Down $157 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin14th percentile

Revenue

Down

$80,429

Down $7,844 (-8.9%) from 2019

Expenses

Down

$99,137

Down $1,029 (-1.0%) from 2019

Net Income

Down

-$18,708

Down $6,815 (-57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2020

Assets$1,098,906
Liabilities$0
Net Assets$1,098,906
Open 2020 Filing

Operations Trend

Revenue Growth34th 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

2020

Revenue$80,429
Expenses$99,137
Net Income-$18,708
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 15, 2020
Return Version
2019v5.0
Gross Receipts
$80,429
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$1,009,394$1,032,460▲ $23,066
Cash and Non-Interest-Bearing Accounts$83,270$66,446▼ $16,824
Total Assets$1,092,664$1,098,906▲ $6,242
Liabilities
Other Liabilities$157--
Total Liabilities$157$0▼ $157
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$623,522$616,248▼ $7,274
Net Assets With Donor Restrictions$468,985$482,658▲ $13,673
Total Net Assets Fund Balance$1,092,507$1,098,906▲ $6,399
Total Liabilities and Net Assets / Fund Balance$1,092,664$1,098,906▲ $6,242
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
David SchursteinPresident
Andy JohnsonTrustee
Crystal HurstTrustee
Jeff UherekTrustee
John FinkbeinerTrustee
Kim PleuneTrustee
Nancy MclaughlinTrustee
Denise BlunkExecutive Di
Michele DavisSecretary
Christine FeldeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,310
Program Service Revenue
$0
Investment Income
$35,119
Other Revenue
$0
All Other Contributions
$45,310
Change in Net Assets
$-18,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,080
Other Expenses$19,602
Salaries, Compensation, and Employee Benefits$15,455
Total Fundraising Expense$13,973
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,880--$45,880
Grants to Domestic Individuals$18,200--$18,200
Other Salaries and Wages$15,455--$15,455
Advertising-$10$7,002$7,012
Fees for Service Investment Mgmnt Fees--$6,901$6,901
Fees for Services Accounting-$3,780-$3,780
Fees for Services Other-$1,150$70$1,220
Office Expenses-$683-$683
Interest-$6-$6
Total Functional Expenses$79,535$5,629$13,973$99,137
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grants Approved---$45,880
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
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
2020-08-15

Organization Details

Principal Officer
David Schurstein
Formed
1998
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
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) 25,107”

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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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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) 25,107
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
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01098906
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IRS990/TotalContributionsAmt045310
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013973
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05629
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079535
IRS990/TotalFunctionalExpensesGrp/TotalAmt099137
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0157
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IRS990/TotalLiabilitiesGrp/BOYAmt0157
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01098906
IRS990/TotalProgramServiceExpensesAmt079535
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035119
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080429
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01092664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01098906
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049316
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.CALEDONIACEF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE BLUNK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06168910732
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-15
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0152.160.171.218
ReturnHeader/FilingSecurityInformation/IPDt02020-09-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:08:29
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/PreparationDt02020-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASEY R YOUNG CPA
ReturnHeader/ReturnTs02020-09-02T12:08:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,098,906
Liabilities
$0
Net assets
$1,098,906
Revenue
$80,429
Expenses
$99,137
Net income
-$18,708
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