Civic Intelligence

Roscommon County Community

990 • Fiscal year 2016 • EIN 38-3612480

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization ProfileROSCOMMONCOUNTYCOMMUNITYFOUNDATION.ORG
P O Box 824Roscommon, MI 48653-0824

(989) 275-3112

Siviq Scores

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

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.58x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

14th percentile

-19%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

60th percentile

4.2%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$6,934,226

Up $281,184 (+4.2%) from 2015

Net Assets

Up

$6,713,730

Up $294,937 (+4.6%) from 2015

Liabilities

Down

$220,496

Down $13,753 (-5.9%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin14th percentile

Revenue

Down

$381,532

Down $107,564 (-22%) from 2015

Expenses

Up

$453,470

Up $56,964 (+14%) from 2015

Net Income

Down

-$71,938

Down $164,528 (-178%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,566,218Liabilities 2010: $177,240Net Assets 2010: $5,388,9782010Assets 2011: $5,498,672Liabilities 2011: $206,348Net Assets 2011: $5,292,3242011Assets 2012: $6,189,935Liabilities 2012: $191,909Net Assets 2012: $5,998,0262012Assets 2013: $7,053,543Liabilities 2013: $241,740Net Assets 2013: $6,811,8032013Assets 2014: $6,733,545Liabilities 2014: $294,022Net Assets 2014: $6,439,5232014Assets 2015: $6,653,042Liabilities 2015: $234,249Net Assets 2015: $6,418,7932015Assets 2016: $6,934,226Liabilities 2016: $220,496Net Assets 2016: $6,713,7302016Assets 2017: $7,878,940Liabilities 2017: $266,164Net Assets 2017: $7,612,7762017Assets 2018: $7,234,993Liabilities 2018: $319,319Net Assets 2018: $6,915,6742018Assets 2019: $8,573,552Liabilities 2019: $266,639Net Assets 2019: $8,306,9132019Assets 2020: $9,481,306Liabilities 2020: $244,103Net Assets 2020: $9,237,2032020Assets 2021: $11,216,440Liabilities 2021: $277,768Net Assets 2021: $10,938,6722021Assets 2022: $10,414,983Liabilities 2022: $288,239Net Assets 2022: $10,126,7442022Assets 2023: $11,656,688Liabilities 2023: $238,739Net Assets 2023: $11,417,9492023Assets 2024: $12,490,904Liabilities 2024: $248,988Net Assets 2024: $12,241,9162024

Highlighted filing

2016

Assets$6,934,226
Liabilities$220,496
Net Assets$6,713,730
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $288,3762010Expenses 2011: $354,1532011Revenue 2012: $602,438Expenses 2012: $313,659Net Income 2012: $288,7792012Revenue 2013: $657,412Expenses 2013: $449,128Net Income 2013: $208,2842013Revenue 2014: $353,630Expenses 2014: $728,654Net Income 2014: -$375,0242014Revenue 2015: $489,096Expenses 2015: $396,506Net Income 2015: $92,5902015Revenue 2016: $381,532Expenses 2016: $453,470Net Income 2016: -$71,9382016Revenue 2017: $866,641Expenses 2017: $581,603Net Income 2017: $285,0382017Revenue 2018: $775,131Expenses 2018: $489,452Net Income 2018: $285,6792018Revenue 2019: $628,193Expenses 2019: $433,449Net Income 2019: $194,7442019Revenue 2020: $1,345,329Expenses 2020: $442,497Net Income 2020: $902,8322020Revenue 2021: $1,893,920Expenses 2021: $631,011Net Income 2021: $1,262,9092021Revenue 2022: $1,750,806Expenses 2022: $642,922Net Income 2022: $1,107,8842022Revenue 2023: $646,448Expenses 2023: $683,970Net Income 2023: -$37,5222023Revenue 2024: $1,178,245Expenses 2024: $825,214Net Income 2024: $353,0312024

Highlighted filing

2016

Revenue$381,532
Expenses$453,470
Net Income-$71,938
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$5,917,570
Mission and Program Overview

Mission

A community foundation dedicated to improving the quality of life for all present and future residents of roscommon county, by providing stewardship and leadership, by attracting and holding permanent endowment funds from a wide range of donors, and by making grants of the income from its permanent endowment funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,234,416$6,569,526▲ $335,110
Savings and Temporary Cash Investments$418,311$364,700▼ $53,611
Prepaid Expenses and Deferred Charges$315--
Total Assets$6,653,042$6,934,226▲ $281,184
Liabilities
Grants Payable$229,713$216,683▼ $13,030
Accounts Payable and Accrued Expenses$4,536$3,813▼ $723
Total Liabilities$234,249$220,496▼ $13,753
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,490,319$5,587,149▲ $96,830
Temporarily Rstr Net Assets$701,570$899,677▲ $198,107
Unrestricted Net Assets$226,904$226,904→ $0
Total Net Assets Fund Balance$6,418,793$6,713,730▲ $294,937
Total Liabilities and Net Assets / Fund Balance$6,653,042$6,934,226▲ $281,184

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,710$12,710

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,223,868$266,451--$5,490,319
2014$5,117,477$106,391--$5,223,868
2013$4,924,647$186,660--$5,111,307
2012$4,848,547$76,100--$4,924,647
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Suzanne LuckExecutive DiPT$19,040$19,040

Board Members and Trustees

NameTitle
Tim SchererChair
Susan TyerVice Chair
Anita SheppardTrustee
Brent CrydermanTrustee
David HarnedTrustee
Greg RogersTrustee
James ClabueschTrustee
Kathleen LawrenceTrustee
Sara Morley LacroixTrustee
Scott RiceTrustee
Diane NielsenSecretary
Michael BurnsideTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$253,622
Program Service Revenue
$0
Investment Income
$127,910
Other Revenue
$0
All Other Contributions
$253,622
Change in Net Assets
$-71,938

Audited Revenue Reconciliation

Revenue per Audited Statements
$381,532
Total Revenue per Audited Statements
$381,532
Total Revenue per Form 990
$381,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$248,420
Other Expenses$112,353
Salaries, Compensation, and Employee Benefits$92,697
Total Fundraising Expense$17,310
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$153,346--$153,346
Grants to Domestic Orgs$95,074--$95,074
Other Salaries and Wages-$80,392$4,231$84,623
Fees for Service Investment Mgmnt Fees$57,959--$57,959
Fees for Services Other$17,291--$17,291
Payroll Taxes-$7,670$404$8,074
Information Technology$4,564-$350$4,914
Office Expenses$4,562--$4,562
Occupancy$4,260--$4,260
Travel-$2,203-$2,203
Other Expenses$2,130-$4,458$2,130
Insurance$452$1,275-$1,727
All Other Expenses$1,631--$1,631
Total Functional Expenses$344,620$91,540$17,310$453,470

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$453,470
Total Expenses per Audited Statements$453,470
Total Expenses per Form 990$453,470
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roscommon Area Public SchoolsRoscommon, MIGov-$34,086
Roscommon Area District LibraryRoscommon, MIGov-$32,602
Northern Mi Childrens Assessment CtRoscommon, MI501c3-$21,050
Higgins Lake FoundationRoscommon, MI501c3-$7,336
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
Yes
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
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

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

“Small organization, trustees are expected to disclose conflicts prior to voting. Many trustees personally know each other and the businesses they are invovled with so this provides a good check.”

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

“Comparable data is used, compensation is set by the board of trustees which serve for -0- pay.”

Form 990, Page 6, Part VI, Line 19

“Documents (audit report & form 990) are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Roscommon County Community
EIN
38-3612480
Phone
9892753112
Address
P O BOX 824, ROSCOMMON, MI 48653-0824

Signing Officer

Name
Suzanne Luck
Title
Executive Director
Phone
9892753112
Signed
2017-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Luck
Formed
2001
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
13
Employees
4

Preparer

Firm
Johnson & Schulze Pc
Address
120 N RIPLEY, ALPENA, MI 49707-2967
Preparer
Shanna M Johnson
Phone
9893548707
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“A community foundation dedicated to improving the quality of life for all present and future residents of roscommon county, by providing stewardship and leadership, by attracting and holding permanent endowment funds from a wide range of donors, and by making grants of the income from its permanent endowment funds.”

Raw XML AppendixShowing 400 of 479 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04536
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03813
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A COMMUNITY FOUNDATION DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PRESENT AND FUTURE RESIDENTS OF ROSCOMMON COUNTY, BY PROVIDING STEWARDSHIP AND LEADERSHIP, BY ATTRACTING AND HOLDING PERMANENT ENDOWMENT FUNDS FROM A WIDE RANGE OF DONORS, AND BY MAKING GRANTS OF THE INCOME FROM ITS PERMANENT ENDOWMENT FUNDS.
IRS990/AllOtherContributionsAmt0253622
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01631
IRS990/AllOtherExpensesGrp/TotalAmt01631
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0SUZANNE LUCK
IRS990/BooksInCareOfDetail/PhoneNum09892753112
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 824
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROSCOMMON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048653
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0253622
IRS990/CYGrantsAndSimilarPaidAmt0248420
IRS990/CYInvestmentIncomeAmt0127910
IRS990/CYOtherExpensesAmt0112353
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-71938
IRS990/CYSalariesCompEmpBnftPaidAmt092697
IRS990/CYTotalExpensesAmt0453470
IRS990/CYTotalFundraisingExpenseAmt017310
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0381532
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANTS TO VARIOUS TAX EXEMPT ORGANIZATIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0344620
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt017291
IRS990/FeesForServicesOtherGrp/TotalAmt017291
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt057959
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt057959
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0SUZANNE LUCK
IRS990/Form990PartVIISectionAGrp/PersonNm1TIM SCHERER
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHLEEN LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN TYER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID HARNED
IRS990/Form990PartVIISectionAGrp/PersonNm5BRENT CRYDERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL BURNSIDE
IRS990/Form990PartVIISectionAGrp/PersonNm7GREG ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES CLABUESCH
IRS990/Form990PartVIISectionAGrp/PersonNm9SARA MORLEY LACROIX
IRS990/Form990PartVIISectionAGrp/PersonNm10DIANE NIELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm11SCOTT RICE
IRS990/Form990PartVIISectionAGrp/PersonNm12ANITA SHEPPARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt019040
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-16719
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0248420
IRS990/GrantsPayableGrp/BOYAmt0229713
IRS990/GrantsPayableGrp/EOYAmt0216683
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0153346
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0153346
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt095074
IRS990/GrantsToDomesticOrgsGrp/TotalAmt095074
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05519319
IRS990/GrossReceiptsAmt05917570
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0350
IRS990/InformationTechnologyGrp/ProgramServicesAmt04564
IRS990/InformationTechnologyGrp/TotalAmt04914
IRS990/InsuranceGrp/ManagementAndGeneralAmt01275
IRS990/InsuranceGrp/ProgramServicesAmt0452
IRS990/InsuranceGrp/TotalAmt01727
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0144629
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0144629
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06234416
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06569526
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012710
IRS990/LandBldgEquipCostOrOtherBssAmt012710
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05536038
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0A COMMUNITY FOUNDATION DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PRESENT AND FUTURE RESIDENTS OF ROSCOMMON COUNTY, BY PROVIDING STEWARDSHIP AND LEADERSHIP, BY ATTRACTING AND HOLDING PERMANENT ENDOWMENT FUNDS FROM A WIDE RANGE OF DONORS, AND BY MAKING GRANTS OF THE INCOME FROM ITS PERMANENT ENDOWMENT FUNDS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06418793
IRS990/NetAssetsOrFundBalancesEOYAmt06713730
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-16719
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16719
IRS990/NetUnrlzdGainsLossesInvstAmt0366875
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt04260
IRS990/OccupancyGrp/TotalAmt04260
IRS990/OfficeExpensesGrp/ProgramServicesAmt04562
IRS990/OfficeExpensesGrp/TotalAmt04562
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0ANNUAL REPORT
IRS990/OtherExpensesGrp/Desc1PUBLICITY & MARKETING
IRS990/OtherExpensesGrp/Desc2YAC ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc3MEMBERSHIPS & DUES
IRS990/OtherExpensesGrp/FundraisingAmt07867
IRS990/OtherExpensesGrp/FundraisingAmt14458
IRS990/OtherExpensesGrp/ProgramServicesAmt03351
IRS990/OtherExpensesGrp/ProgramServicesAmt12130
IRS990/OtherExpensesGrp/TotalAmt07867
IRS990/OtherExpensesGrp/TotalAmt14458
IRS990/OtherExpensesGrp/TotalAmt23351
IRS990/OtherExpensesGrp/TotalAmt32130
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04231
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt080392
IRS990/OtherSalariesAndWagesGrp/TotalAmt084623
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0404
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07670
IRS990/PayrollTaxesGrp/TotalAmt08074
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05490319
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05587149
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0315
IRS990/PrincipalOfficerNm0SUZANNE LUCK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0417275
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0187669
IRS990/PYInvestmentIncomeAmt071821
IRS990/PYOtherExpensesAmt0124389
IRS990/PYRevenuesLessExpensesAmt092590
IRS990/PYSalariesCompEmpBnftPaidAmt084448
IRS990/PYTotalExpensesAmt0396506
IRS990/PYTotalRevenueAmt0489096
IRS990/ReconcilationRevenueExpnssAmt0-71938
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0418311
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0364700
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GAIN (LOSS) ON SALE OF MARK. SECURIT 118,929 YAC FUNDRAISING 9,511
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0253622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0417275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0190433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0256085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0446963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01564378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0144629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0135822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0133049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0146925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0145070
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0705495
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0144629
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-64001
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt030148
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0151888
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt010405
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0128440
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62870
IRS990ScheduleA/PublicSupportPY170Pct00.59790
IRS990ScheduleA/PublicSupportTotal170Amt01507809
IRS990ScheduleA/SubstantialContributorsTotAmt056569
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0253622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0417275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0190433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0256085
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0446963
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01564378
IRS990ScheduleA/TotalSupportAmt02398313
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05223868
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0266451
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05490319
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05117477
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0106391
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05223868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04924647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0186660
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05111307
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04848547
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt076100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04924647
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsHeldCnt02
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0110090
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012710
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012710
IRS990ScheduleD/ExpensesSubtotalAmt0453470
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt054
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt06603640
IRS990ScheduleD/RevenueSubtotalAmt0381532
IRS990ScheduleD/TotalExpensesPerForm990Amt0453470
IRS990ScheduleD/TotalRevenuePerForm990Amt0381532
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0381532
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0453470
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0109229
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt144117
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GRANTS PAYABLE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt054
IRS990ScheduleI/RecipientTable/CashGrantAmt07336
IRS990ScheduleI/RecipientTable/CashGrantAmt132602
IRS990ScheduleI/RecipientTable/CashGrantAmt234086
IRS990ScheduleI/RecipientTable/CashGrantAmt321050
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HIGGINS LAKE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROSCOMMON AREA DISTRICT LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROSCOMMON AREA PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3NORTHERN MI CHILDRENS ASSESSMENT CT
IRS990ScheduleI/RecipientTable/RecipientEIN0382864400
IRS990ScheduleI/RecipientTable/RecipientEIN1386003399
IRS990ScheduleI/RecipientTable/RecipientEIN2383923573
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 753
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1241 E FEDERAL HWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2P O BOX 825
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 887
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0112 S 4TH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROSCOMMON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ROSCOMMON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ROSCOMMON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ROSCOMMON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd048653
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd148653
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2486530825
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd348653
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMMUNITY FOUNDATION DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PRESENT AND FUTURE RESIDENTS OF ROSCOMMON COUNTY, BY PROVIDING STEWARDSHIP AND LEADERSHIP, BY ATTRACTING AND HOLDING PERMANENT ENDOWMENT FUNDS FROM A WIDE RANGE OF DONORS, AND BY MAKING GRANTS OF THE INCOME FROM ITS PERMANENT ENDOWMENT FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SMALL ORGANIZATION, TRUSTEES ARE EXPECTED TO DISCLOSE CONFLICTS PRIOR TO VOTING. MANY TRUSTEES PERSONALLY KNOW EACH OTHER AND THE BUSINESSES THEY ARE INVOVLED WITH SO THIS PROVIDES A GOOD CHECK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPARABLE DATA IS USED, COMPENSATION IS SET BY THE BOARD OF TRUSTEES WHICH SERVE FOR -0- PAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS (AUDIT REPORT & FORM 990) 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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,934,226
Liabilities
$220,496
Net assets
$6,713,730
Revenue
$381,532
Expenses
$453,470
Net income
-$71,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.25$12.2$1.18$0.83$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.24$11.4$0.65$0.68$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.29$10.1$1.75$0.64$1.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.28$10.9$1.89$0.63$1.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.48$0.24$9.24$1.35$0.44$0.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.57$0.27$8.31$0.63$0.43$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.32$6.92$0.78$0.49$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$0.27$7.61$0.87$0.58$0.29
2016Detailed filing. Detailed filing data is available for this year.$6.93$0.22$6.71$0.38$0.45$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.65$0.23$6.42$0.49$0.40$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$0.29$6.44$0.35$0.73$0.38
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.05$0.24$6.81$0.66$0.45$0.21
2012Summary only. Only limited summary data is available for this year.$6.19$0.19$6.00$0.60$0.31$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$0.21$5.29$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.57$0.18$5.39$0.29