Civic Intelligence

Grow & Lead - Community and Youth Development

990 • Fiscal year 2017 • EIN 38-3522344

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 29, 2018

712 Chippewa Square Ste 200Marquette, MI 49855

(906) 228-8919

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.05x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

8th percentile

-35%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$82,339

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

36th percentile

0.2%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

3.6%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,108,995

Up $17,697 (+0.2%) from 2016

Net Assets

Up

$9,084,176

Up $26,458 (+0.3%) from 2016

Liabilities

Down

$24,819

Down $8,761 (-26%) from 2016

Revenue

Up

$474,375

Up $16,291 (+3.6%) from 2016

Expenses

Down

$638,392

Down $16,776 (-2.6%) from 2016

Net Income

Up

-$164,017

Up $33,067 (+17%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $8,714,864Liabilities 2011: $44,581Net Assets 2011: $8,670,2832011Assets 2012: $8,513,299Liabilities 2012: $350,347Net Assets 2012: $8,162,9522012Assets 2013: $8,970,586Liabilities 2013: $58,453Net Assets 2013: $8,912,1332013Assets 2014: $9,996,935Liabilities 2014: $23,297Net Assets 2014: $9,973,6382014Assets 2015: $9,719,488Liabilities 2015: $23,207Net Assets 2015: $9,696,2812015Assets 2016: $9,091,298Liabilities 2016: $33,580Net Assets 2016: $9,057,7182016Assets 2017: $9,108,995Liabilities 2017: $24,819Net Assets 2017: $9,084,1762017Assets 2018: $9,437,600Liabilities 2018: $39,592Net Assets 2018: $9,398,0082018Assets 2019: $9,655,319Liabilities 2019: $29,029Net Assets 2019: $9,626,2902019Assets 2020: $9,706,986Liabilities 2020: $89,797Net Assets 2020: $9,617,1892020Assets 2021: $11,815,786Liabilities 2021: $26,504Net Assets 2021: $11,789,2822021Assets 2022: $10,499,255Liabilities 2022: $27,237Net Assets 2022: $10,472,0182022Assets 2023: $11,045,722Liabilities 2023: $37,510Net Assets 2023: $11,008,2122023

Highlighted filing

2017

Assets$9,108,995
Liabilities$24,819
Net Assets$9,084,176

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $688,291Expenses 2011: $1,122,622Net Income 2011: -$434,3312011Expenses 2012: $750,8612012Revenue 2013: $993,006Expenses 2013: $799,914Net Income 2013: $193,0922013Revenue 2014: $1,188,753Expenses 2014: $743,209Net Income 2014: $445,5442014Revenue 2015: $1,158,052Expenses 2015: $716,476Net Income 2015: $441,5762015Revenue 2016: $458,084Expenses 2016: $655,168Net Income 2016: -$197,0842016Revenue 2017: $474,375Expenses 2017: $638,392Net Income 2017: -$164,0172017Revenue 2018: $698,820Expenses 2018: $655,257Net Income 2018: $43,5632018Revenue 2019: $704,466Expenses 2019: $610,236Net Income 2019: $94,2302019Revenue 2020: $688,592Expenses 2020: $649,731Net Income 2020: $38,8612020Revenue 2021: $1,028,418Expenses 2021: $524,788Net Income 2021: $503,6302021Revenue 2022: $771,922Expenses 2022: $525,251Net Income 2022: $246,6712022Revenue 2023: $1,028,923Expenses 2023: $549,860Net Income 2023: $479,0632023

Highlighted filing

2017

Revenue$474,375
Expenses$638,392
Net Income-$164,017
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 29, 2018
Return Version
2016v3.1
Gross Receipts
$8,349,159
Mission and Program Overview

Mission

We provide nonprofit organizations with expertise, resources and training so that all youth can thrive in michigan's upper peninsula.

We provide youth-serving and nonprofit organizations with expertise, training, and learning opportunities so that all youth can thrive in healthy communities accross michigan's upper peninsula.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,704,119$8,107,054▲ $402,935
Savings and Temporary Cash Investments$1,366,334$983,526▼ $382,808
Prepaid Expenses and Deferred Charges$10,603$10,305▼ $298
Accounts Receivable$5,675$5,400▼ $275
Land, Buildings, and Equipment, Net$4,567$2,710▼ $1,857
Total Assets$9,091,298$9,108,995▲ $17,697
Liabilities
Other Liabilities$18,607$22,895▲ $4,288
Deferred Revenue$500$2,100▲ $1,600
Accounts Payable and Accrued Expenses$14,473$-176▼ $14,649
Total Liabilities$33,580$24,819▼ $8,761
Net Assets / Fund Balance
Unrestricted Net Assets$9,048,963$9,067,190▲ $18,227
Temporarily Rstr Net Assets$8,755$16,986▲ $8,231
Total Net Assets Fund Balance$9,057,718$9,084,176▲ $26,458
Total Liabilities and Net Assets / Fund Balance$9,091,298$9,108,995▲ $17,697

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,710$11,774$14,484
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy QuinnCEOFT$77,170$5,169$82,339

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$192,485
Program Service Revenue
$31,397
Investment Income
$250,493
Other Revenue
$0
All Other Contributions
$184,485
Change in Net Assets
$-164,017

Audited Revenue Reconciliation

Revenue per Audited Statements
$474,375
Revenue Not Reported on Form 990
$190,475
Total Revenue per Audited Statements
$664,850
Total Revenue per Form 990
$474,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$426,052
Other Expenses$129,340
Grants and Similar Amounts Paid$83,000
Total Fundraising Expense$20,744
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$199,739$28,535$9,511$237,785
Grants to Domestic Orgs$83,000--$83,000
Current Officers, Directors, Trustees, and Key Employees$64,822$9,260$3,087$77,169
Other Employee Benefits$62,377$8,911$2,970$74,258
Other Expenses$32,784$4,684$1,561$39,029
Fees for Service Investment Mgmnt Fees-$34,502-$34,502
Payroll Taxes$18,851$2,693$898$22,442
Occupancy$16,886$2,412$804$20,102
Office Expenses$13,149$1,879$626$15,654
Fees for Services Other$12,303$1,757$586$14,646
Pension Plan Contributions$12,094$1,728$576$14,398
Information Technology$2,627$375$125$3,127
Depreciation Depletion-$1,857-$1,857
Fees for Services Legal-$423-$423
Total Functional Expenses$518,632$99,016$20,744$638,392

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$638,392
Total Expenses per Audited Statements$638,392
Total Expenses per Form 990$638,392
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marquette Area Public SchoolsMarquette, MI-Excellence in Educat$23,500
Negaunee Public SchoolsNegaunee, MI-Excellence in Educat$13,000
Nice Community SchoolsIshpeming, MI-Excellence in Educat$9,000
Gwinn Area Community SchoolsGwinn, MI-Excellence in Educat$7,000
Ishpeming Public School District 1Ishpeming, MI-Excellence in Educat$7,000
Munising Public SchoolsMunising, MI-Excellence in Educat$7,000
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 Vacation$22,895
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has five member organizations. In particular, the corporation is established for the benefit of, to perform the functions of, or to carry out the purposes of the alger regional community foundation, the community foundation of marquette county, the marquette-alger regional educational service agency, northern michigan university, the w.k. Kellogg foundation, and such other "qualifying organizations" that support youth development in michigan's marquette and alger counties and surrounding communities as the corporation's board of directors may from time to time determine.

Form 990, Page 6, Part VI, Line 7A

Each member has the right to appoint a representative to the board.

Form 990, Page 6, Part VI, Line 7B

Decisions to amend the by-laws or the articles of incorporation and for disposition of all or substantially all of the corporation's assets, a merger or consolidation of the corporation, and a dissolution of the corporation.

Form 990, Page 6, Part VI, Line 11B

The finance committee meets with the auditor to review the audited financial statements and form 990.

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

The board of directors and staff complete conflict of interest and confidentiality statements annually in which they must disclose potential conflicts. Board members abstain from any vote or other action concerning those organizations in which they are associated.

Form 990, Page 6, Part VI, Line 15A

With feedback provided from board members and staff, the board's executive committee conducts a formal performance review annually and recommend any salary changes to the full board for approval. Any increase in salary depends upon factors such as employee performance, review of a nonprofit statewide compensation survey, the interval since the last salary increase, and glcyd financial capability.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, form 990, and financial statements are made available to the public upon written or in-person request.

Filing and Contact Details

Filer

Filer Name
Grow & Lead Community and Youth
EIN
38-3522344
Phone
9062288919
Address
712 CHIPPEWA SQUARE STE 200, MARQUETTE, MI 49855

Signing Officer

Name
Amy Quinn
Title
CEO
Phone
9062288919
Signed
2018-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Quinn
Formed
2000
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
13
Employees
8
Volunteers
60

Preparer

Firm
Anderson Tackman & Company Plc
Address
102 WEST WASHINGTON SUITE 109, MARQUETTE, MI 49855
Preparer
Daniel E Bianchi CPA
Phone
9062251166
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IRS990/MissionDesc0WE PROVIDE YOUTH-SERVING AND NONPROFIT ORGANIZATIONS WITH EXPERTISE, TRAINING, AND LEARNING OPPORTUNITIES SO THAT ALL YOUTH CAN THRIVE IN HEALTHY COMMUNITIES ACCROSS MICHIGAN'S UPPER PENINSULA.
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IRS990/ProgSrvcAccomActy2Grp/Desc0INFORMATION/MEASUREMENT - CREATE AND COLLECT DATA AND RESOURCES ON YOUTH DEVELOPMENT AND NONPROFIT MANAGEMENT THAT MEETS THE NEEDS OF THE REGION. DATA AND RESOURCES ARE USED IN COMMUNITY PLANNING, ECONOMIC DEVELOPMENT, COMMUNITY MOBILIZATION AND CAPACITY BUILDING FOR NONPROFITS. OVER 100 REQUESTS FOR RESOURCES AND DATA ARE PROCESSES ANNUALLY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0176327
IRS990/ProgSrvcAccomActy3Grp/Desc0STRENGTHEN YOUTH-SERVING ORGANIZATIONS - INCREASE THE CAPACITY OF NONPROFIT AND YOUTH SERVING ORGANIZATIONS SO THAT THEY CAN OPERATE AT THE HIGHEST AND MOST EFFECTIVE CAPABILITY. AN ANNUAL CONFERENCE FOCUSED ON NONPROFIT ISSUES, WEBINARS AND CONSULTING ARE THE MAIN VEHICLES FOR ACHIEVING PROGRESS IN THIS AREA.
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHOOL DISTRICTS IN MARQUETTE AND ALGER COUNTIES RECEIVE GRANTS FOR STUDENT SCHOLARSHIPS AND EDUCATOR PROFESSIONAL DEVELOPMENT AWARDS AS PART OF THE EXCELLENCE IN EDUCATION WEEK PROGRAM.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1EACH SUPPORTED ORGANIZATION HAS A REPRESENTATIVE ON THE BOARD OF DIRECTORS. A FINANCE COMMITTEE REVIEWS AND OVERSEES INVESTMENT POLICIES AND PRACTICES AND USE OF INCOME ON A QUARTERLY BASIS. THE FULL BOARD OVERSEES USE OF INCOME ON A QUARTERLY BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE U.P. NONPROFIT CONFERENCE AND PERIODIC WEBINARS PROVIDE TRAINING TO STAFF, BOARD MEMBERS AND STUDENTS OF MEMBER ORGANIZATIONS; STUDENT SURVEYS ARE CONDUCTED AND USED BY ORGANIZATIONS FOR STAFF TRAINING, RECRUITMENT, GRANT WRITING, AND CAREER WORKSHOP PLANNING. WE PARTNERED WITH AREA SCHOOL DISTRICTS AND COMMUNITY MEMBERS TO SUPPORT THE TRANSITION FROM HIGH SCHOOL TO COLLEGE THROUGH CAREER TECHNICAL EDUCATION. WE ADMINISTERED A STUDENT ADADEMIC ACHIEVEMENT AND EDUCATOR RECOGNITION PROGRAM WITH GRANT ADMINISTRATION FOR COMMUNITY FOUNDATIONS. WE RESPONDED TO REQUESTS FOR ASSISTANCE/PARTICIPATION FROM MEMBER ORGANIZATIONS IN THE AREAS OF SURVEY PROCESSING, BOARD DEVELOPMENT, VULNERABLE YOUTH NEEDS, YOUTH DEVELOPMENT EDUCATION, AND NONPROFIT MANAGEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTHERN MICHIGAN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MARQUETTE-ALGER RESA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2COMMUNITY FOUNDATION OF MARQUETTE COUNTY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3ALGER-REGIONAL COMMUNITY FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4WK KELLOGG FOUNDATION
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IRS990ScheduleD/TotalExpensesPerForm990Amt0638392
IRS990ScheduleD/TotalLiabilityAmt022895
IRS990ScheduleD/TotalRevenuePerForm990Amt0474375
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0664850

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.04$11.0$1.03$0.55$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.03$10.5$0.77$0.53$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.03$11.8$1.03$0.52$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.71$0.09$9.62$0.69$0.65$0.04
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.66$0.03$9.63$0.70$0.61$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.44$0.04$9.40$0.70$0.66$0.04
2017Detailed filing. Detailed filing data is available for this year.$9.11$0.02$9.08$0.47$0.64$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.09$0.03$9.06$0.46$0.66$0.20
2015Detailed filing. Detailed filing data is available for this year.$9.72$0.02$9.70$1.16$0.72$0.44
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.00$0.02$9.97$1.19$0.74$0.45
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.97$0.06$8.91$0.99$0.80$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.51$0.35$8.16$0.75
2011Summary only. Only limited summary data is available for this year.$8.71$0.04$8.67$0.69$1.12$0.43