Civic Intelligence

Walloon Lake Association And

EIN 38-3608004 • 501(c)3 • Walloon Lake, MI

Profile

The mission of walloon lake association and conservancy is to conserve, care for and enhance the connection of people to walloon lake and its watershed now, and forever.

PO Box 579 4060 M-75 Ste 102Walloon Lake, MI 49796

walloon.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.26x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

1.6%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-14%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,619,211

Up $212,202 (+1.6%) from 2023

Liabilities

Down

$238,914

Down $253,512 (-51%) from 2023

Net Assets

Up

$13,380,297

Up $465,714 (+3.6%) from 2023

Operations
Liabilities / Revenue53rd percentileNet Margin78th percentile

Revenue

Down

$931,365

Down $153,186 (-14%) from 2023

Expenses

Down

$686,930

Down $158,617 (-19%) from 2023

Net Income

Up

$244,435

Up $5,431 (+2.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $7,240,339Liabilities 2010: $263,914Net Assets 2010: $6,976,4252010Assets 2011: $7,090,944Liabilities 2011: $224,538Net Assets 2011: $6,866,4062011Assets 2012: $7,262,894Liabilities 2012: $98,587Net Assets 2012: $7,164,3072012Assets 2013: $7,771,936Liabilities 2013: $96,538Net Assets 2013: $7,675,3982013Assets 2014: $7,740,777Liabilities 2014: $4,737Net Assets 2014: $7,736,0402014Assets 2015: $7,604,658Liabilities 2015: $1,827Net Assets 2015: $7,602,8312015Assets 2016: $7,730,315Liabilities 2016: $12,204Net Assets 2016: $7,718,1112016Assets 2017: $8,194,573Liabilities 2017: $8,541Net Assets 2017: $8,186,0322017Assets 2018: $8,844,900Liabilities 2018: $17,501Net Assets 2018: $8,827,3992018Assets 2019: $9,937,401Liabilities 2019: $27,960Net Assets 2019: $9,909,4412019Assets 2020: $11,950,153Liabilities 2020: $121,577Net Assets 2020: $11,828,5762020Assets 2021: $13,387,672Liabilities 2021: $894,259Net Assets 2021: $12,493,4132021Assets 2022: $12,817,153Liabilities 2022: $564,197Net Assets 2022: $12,252,9562022Assets 2023: $13,407,009Liabilities 2023: $492,426Net Assets 2023: $12,914,5832023Assets 2024: $13,619,211Liabilities 2024: $238,914Net Assets 2024: $13,380,2972024

Highlighted filing

2024

Assets$13,619,211
Liabilities$238,914
Net Assets$13,380,297
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $214,8632010Revenue 2011: $238,912Expenses 2011: $220,058Net Income 2011: $18,8542011Expenses 2012: $221,1602012Revenue 2013: $652,652Expenses 2013: $377,915Net Income 2013: $274,7372013Revenue 2014: $317,877Expenses 2014: $288,768Net Income 2014: $29,1092014Revenue 2015: $243,243Expenses 2015: $291,784Net Income 2015: -$48,5412015Revenue 2016: $354,128Expenses 2016: $289,047Net Income 2016: $65,0812016Revenue 2017: $461,912Expenses 2017: $287,375Net Income 2017: $174,5372017Revenue 2018: $1,473,850Expenses 2018: $381,106Net Income 2018: $1,092,7442018Revenue 2019: $1,086,960Expenses 2019: $564,423Net Income 2019: $522,5372019Revenue 2020: $2,366,610Expenses 2020: $665,928Net Income 2020: $1,700,6822020Revenue 2021: $1,660,165Expenses 2021: $832,241Net Income 2021: $827,9242021Revenue 2022: $1,610,203Expenses 2022: $937,041Net Income 2022: $673,1622022Revenue 2023: $1,084,551Expenses 2023: $845,547Net Income 2023: $239,0042023Revenue 2024: $931,365Expenses 2024: $686,930Net Income 2024: $244,4352024

Highlighted filing

2024

Revenue$931,365
Expenses$686,930
Net Income$244,435
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,619,211
Liabilities
$238,914
Net assets
$13,380,297
Revenue
$931,365
Expenses
$686,930
Net income
$244,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.6$0.24$13.4$0.93$0.69$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.49$12.9$1.08$0.85$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.56$12.3$1.61$0.94$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.89$12.5$1.66$0.83$0.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.12$11.8$2.37$0.67$1.70
2019Summary only. Only limited summary data is available for this year.$9.94$0.03$9.91$1.09$0.56$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.02$8.83$1.47$0.38$1.09
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.19$0.01$8.19$0.46$0.29$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.01$7.72$0.35$0.29$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.00$7.60$0.24$0.29$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.00$7.74$0.32$0.29$0.03
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.77$0.10$7.68$0.65$0.38$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.10$7.16$0.22
2011Summary only. Only limited summary data is available for this year.$7.09$0.22$6.87$0.24$0.22$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.24$0.26$6.98$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.0
Gross Receipts
$1,301,790
Mission and Program Overview

Mission

The mission of walloon lake trust and conservancy is to conserve, care for and connect people to the land, lakes and streams within the walloon lake watershed now and forever.

The mission of walloon lake association and conservancy is to conserve, care for and enhance the connection of people to walloon lake and its watershed now, and forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,283,276$8,278,007▼ $5,269
Investments in Publicly Traded Securities$4,531,228$4,940,662▲ $409,434
Savings and Temporary Cash Investments$193,984$257,474▲ $63,490
Pledges and Grants Receivable$179,833$106,349▼ $73,484
Cash and Non-Interest-Bearing Accounts$204,549$28,945▼ $175,604
Inventories for Sale or Use$4,874$4,874→ $0
Accounts Receivable$9,265$2,900▼ $6,365
Total Assets$13,407,009$13,619,211▲ $212,202
Liabilities
Other Liabilities$457,190$179,135▼ $278,055
Accounts Payable and Accrued Expenses$35,236$59,779▲ $24,543
Total Liabilities$492,426$238,914▼ $253,512
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,338,740$9,863,907▲ $525,167
Net Assets With Donor Restrictions$3,575,843$3,516,390▼ $59,453
Total Net Assets Fund Balance$12,914,583$13,380,297▲ $465,714
Total Liabilities and Net Assets / Fund Balance$13,407,009$13,619,211▲ $212,202

Asset Categories

AssetBook ValueDepreciationBasis
Land$8,272,137-$8,272,137
Other Land Buildings$5,870$15,443$21,313

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,651,952$6,000--$2,657,952
2023$2,651,952---$2,651,952
2022$2,632,145$1,800▲ $18,007-$2,651,952
2021$2,631,345$800--$2,632,145
2020$2,629,345$2,000--$2,631,345
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Marty MakinenPresident
Laurel McateerTrustee
Mary Ann SmithTrustee
Mary Ellen GeistTrustee
Michael HayesTrustee
Tom SaeliTrustee
Holly Angileri2024 Secreta
Betony Braddock2025 Secreta
John FettigTreasurer
Bob FlynnVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$608,906
Program Service Revenue
$0
Investment Income
$292,823
Other Revenue
$29,636
All Other Contributions
$516,937
Change in Net Assets
$244,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$946,391
Revenue Not Reported on Financial Statements
$-15,026
Revenue Not Reported on Form 990
$221,279
Other Revenue Adjustments
$-15,026
Total Revenue per Audited Statements
$1,167,670
Total Revenue per Form 990
$931,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$369,935
Salaries, Compensation, and Employee Benefits$316,995
Total Fundraising Expense$116,411
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$159,306$38,635$71,514$269,455
Office Expenses$41,611$2,175$6,818$50,604
Fees for Services Accounting-$43,377-$43,377
Fees for Service Investment Mgmnt Fees-$36,908-$36,908
Fees for Services Management$17,400$7,208$10,392$35,000
Information Technology$18,533$2,352$4,678$25,563
Payroll Taxes$17,018$3,622$4,296$24,936
Fees for Services Other$7,066$7,066$8,500$22,632
Occupancy$13,569$1,722$3,425$18,716
Insurance$3,135$12,857-$15,992
All Other Expenses$12,040$1,414$1,907$15,361
Other Employee Benefits$9,742$1,826$3,502$15,070
Other Expenses$15,031$6,424-$15,031
Pension Plan Contributions$5,462$693$1,379$7,534
Depreciation Depletion-$1,770-$1,770
Fees for Services Legal-$710-$710
Total Functional Expenses$401,760$168,759$116,411$686,930

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$701,956
Total Expenses per Audited Statements$701,956
Total Expenses per Form 990$686,930
Expenses Not Reported on Financial Statements$-15,026
Other Expense Adjustments$-15,026
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,596
Fundraising Gross Income$5,430
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
Cnb Loan - Mill Pond$179,135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“MEMBERS”

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

“YES”

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

“Election of board of trustees”

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

“990 was reviewed by finance committee prior to filing.”

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

“Trustees are asked at the beginning of each board meeting whether they have any conflicts of interest.”

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

“The board of trustees discusses and considers comparative info from the area and other similarly sized non-profit organizations.”

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

“Compensation reviews for key employees include reviews of independent persons and use of comparable data.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Walloon Lake Association and
EIN
38-3608004
Phone
2315356112
Address
PO BOX 579 4060 M-75 STE 102, WALLOON LAKE, MI 49796

Signing Officer

Name
Jon Breithaupt
Title
Executive Director
Phone
2315356112
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Breithaupt
Formed
2001
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
83

Preparer

Firm
Klepadlo Winnell Nuorala Pc
Address
2301 MITCHELL PARK DR, PETOSKEY, MI 49770
Preparer
Michael L Nuorala
Phone
2313473963
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“The organization was formerly known as walloon lake trust and conservancy.”

Form 990, Page 1, Part I, Line 6

“Volunteers provide numerous services ranging from monitoring of conservation easements to assisting with the entity's newsletters.”

Form 990, Part XI, Line 9

“Cost of goods sold 6,430 fundraising direct expenses 8,596 cost of goods sold -6,430 fundraising direct expenses -8,596”

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

“Staff and volunteers regularly monitor.”

Schedule D, Page 1, Part II, Line 9

“Purchased land conservation easements are valued at their purchase price, while gifted land conservation easements are valued at 1 each.”

Schedule D, Page 2, Part V, Line 4

“Income from the endowment funds is used to support the organization.”

Schedule D, Page 3, Part X

“Fin 48 footnote the organization is a non-profit corporation exempt from federal income tax under section 501(c)(3) of the internal revenue code, except for tax on unrelated activities such as net income from directory advertising. It has been classified as an organization that is not a private foundation. Accordingly, charitable contributions to the organization are deductible for federal income tax purposes. A portion of annual membership dues that are determined to be in excess of the value of any benefits received in return are also deductible. The organization's federal income tax returns (form 990 and form 990-t) are subject to examination by the irs, generally for three years after they were filed. Management does not believe that the results from any examination of these years would have a material adverse impact on the organization. The organization does not have any amounts accrued for interest and penalties related to unrecognized tax matters, and it is not aware of any claims by federal or state tax authorities.”

Schedule D, Page 4, Part XI, Line 4B

“Cost of goods sold -6,430 fundraising direct expenses -8,596”

Schedule D, Page 4, Part XII, Line 4B

“Cost of goods sold -6,430 fundraising direct expenses -8,596”

Raw XML AppendixShowing 400 of 517 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
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IRS990/AllOtherContributionsAmt0516937
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IRS990/BooksInCareOfDetail/USAddress/CityNm0WALLOON LAKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
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IRS990/DepreciationDepletionGrp/TotalAmt01770
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt06
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IRS990/EngagedInExcessBenefitTransInd0false
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm3HOLLY ANGILERI
IRS990/Form990PartVIISectionAGrp/PersonNm4BETONY BRADDOCK
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY ELLEN GEIST
IRS990/Form990PartVIISectionAGrp/PersonNm6LAUREL MCATEER
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM SAELI
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY ANN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL HAYES
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IRS990/Form990PartVIISectionAGrp/TitleTxt42025 SECRETA
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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/InformationTechnologyGrp/TotalAmt025563
IRS990/InsuranceGrp/ManagementAndGeneralAmt012857
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0STAFF AND VOLUNTEERS REGULARLY MONITOR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PURCHASED LAND CONSERVATION EASEMENTS ARE VALUED AT THEIR PURCHASE PRICE, WHILE GIFTED LAND CONSERVATION EASEMENTS ARE VALUED AT 1 EACH.

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