Liabilities / Assets
8th percentile
Higher debt load relative to assets than 8% of similar nonprofits.
Berrien Community Foundation Inc.
990 • Fiscal year 2017 • EIN 38-6057160
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
8th percentile
Higher debt load relative to revenue than 8% of similar nonprofits.
Net Margin
87th percentile
Higher net margin than 87% of similar nonprofits.
Top Officer Pay
6th percentile
Higher top officer pay than 6% of similar nonprofits.
Top officer pay equals 0.8% of source-year revenue.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
72nd percentile
Faster revenue growth than 72% of similar nonprofits.
Balance Sheet
Assets
Up$51,434,616
Up $7,639,233 (+17%) from 2016
Net Assets
Up$51,043,752
Up $7,671,683 (+18%) from 2016
Liabilities
Down$390,864
Down $32,450 (-7.7%) from 2016
Revenue And Expenses
Revenue
Up$11,709,271
Up $1,484,369 (+15%) from 2016
Expenses
Up$7,160,674
Up $1,558,789 (+28%) from 2016
Net Income
Down$4,548,597
Down $74,420 (-1.6%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- May 9, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $18,412,501
Mission and Program Overview
Mission
To connect the power of the people who care with causes and organizations that strengthen our communities.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $41,309,079 | $46,642,950 | ▲ $5,333,871 |
| Savings and Temporary Cash Investments | $1,431,659 | $3,728,252 | ▲ $2,296,593 |
| Pledges and Grants Receivable | $1,031,360 | $1,031,360 | → $0 |
| Land, Buildings, and Equipment, Net | $3,406 | $5,285 | ▲ $1,879 |
| Total Assets | $43,795,383 | $51,434,616 | ▲ $7,639,233 |
| Other Assets Total | $19,879 | $26,769 | ▲ $6,890 |
| Liabilities | |||
| Deferred Revenue | $412,232 | $387,984 | ▼ $24,248 |
| Grants Payable | $10,000 | $2,250 | ▼ $7,750 |
| Accounts Payable and Accrued Expenses | $1,082 | $630 | ▼ $452 |
| Total Liabilities | $423,314 | $390,864 | ▼ $32,450 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $42,752,941 | $50,400,376 | ▲ $7,647,435 |
| Temporarily Rstr Net Assets | $619,128 | $643,376 | ▲ $24,248 |
| Total Net Assets Fund Balance | $43,372,069 | $51,043,752 | ▲ $7,671,683 |
| Total Liabilities and Net Assets / Fund Balance | $43,795,383 | $51,434,616 | ▲ $7,639,233 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $4,283 | $11,479 | - |
| Equipment | $1,002 | $23,973 | - |
| Leasehold Improvements | $0 | $20,636 | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $22,453,119 | $779,582 | ▲ $3,637,983 | $912 | $25,724,758 |
| 2016 | $20,943,917 | $998,526 | ▲ $1,503,936 | $1,635 | $22,453,119 |
| 2015 | $21,765,765 | $618,515 | ▼ $390,316 | $455 | $20,943,917 |
| 2014 | $20,493,054 | $1,380,797 | ▲ $840,000 | $828 | $21,765,764 |
| 2013 | $17,104,578 | $1,765,356 | ▲ $2,885,199 | $186,844 | $20,493,054 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Lisa Cripps | President | FT | $96,912 | $96,912 |
Board Members and Trustees
| Name | Title |
|---|---|
| Mabel Mayfield | Chair |
| Larry Schuler | Vice Chair |
| Gloria Ender | Trustee |
| Lois Ashbrook | Trustee |
| Phil Maki | Trustee |
| Thomas Nelson | Trustee |
| William Schalk | Trustee |
| Robert Harrison | Secretary |
| Jeff Dorn | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $8,290,982
- Program Service Revenue
- $15,964
- Investment Income
- $3,353,921
- Other Revenue
- $48,404
- All Other Contributions
- $8,290,982
- Change in Net Assets
- $4,548,597
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- Yes
- Third parties used for noncash contributions
- No
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 29 | $2,522,015 | Fair Market Value |
| Total Noncash Contributions | 29 | $2,522,015 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $8,905,980
- Revenue Not Reported on Financial Statements
- $2,803,291
- Revenue Not Reported on Form 990
- $3,123,086
- Other Revenue Adjustments
- $2,803,291
- Total Revenue per Audited Statements
- $12,029,066
- Total Revenue per Form 990
- $11,709,271
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $6,618,438 |
| Other Expenses | $294,586 |
| Salaries, Compensation, and Employee Benefits | $247,650 |
| Total Fundraising Expense | $20,611 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $6,479,588 | - | - | $6,479,588 |
| Grants to Domestic Individuals | $138,850 | - | - | $138,850 |
| Fees for Service Investment Mgmnt Fees | - | $134,978 | - | $134,978 |
| Comp Disqual Persons | - | $123,365 | $6,493 | $129,858 |
| Current Officers, Directors, Trustees, and Key Employees | - | $92,066 | $4,846 | $96,912 |
| Advertising | $25,623 | $19,213 | $6,995 | $51,831 |
| Occupancy | - | $43,822 | - | $43,822 |
| Payroll Taxes | - | $19,836 | $1,044 | $20,880 |
| Office Expenses | - | $8,239 | - | $8,239 |
| Fees for Services Accounting | - | $7,500 | - | $7,500 |
| Insurance | - | $4,682 | - | $4,682 |
| Other Expenses | - | $3,212 | $1,233 | $3,212 |
| Fees for Services Other | - | $2,913 | - | $2,913 |
| All Other Expenses | - | $1,373 | - | $1,373 |
| Interest | - | $1,326 | - | $1,326 |
| Depreciation Depletion | - | $1,220 | - | $1,220 |
| Information Technology | - | $778 | - | $778 |
| Total Functional Expenses | $6,644,061 | $496,002 | $20,611 | $7,160,674 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $7,160,674 |
| Expenses per Audited Statements | $6,859,586 |
| Total Expenses per Audited Statements | $6,859,586 |
| Expenses Not Reported on Financial Statements | $301,088 |
| Other Expense Adjustments | $301,088 |
| Expenses Not Reported on Form 990 | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Humane Society of Southwestern Michigan | Benton Harbor, MI | 501(c)(3) | Cat Kennels or Adoptions | $313,077 |
| Lakeshore Excellence Foundation | Stevensville, MI | 501(c)(3) | Stem | $301,675 |
| Indiana University Foundation | Blommington, IN | 501(c)(3) | General Support | $271,000 |
| Blanchard Valley Health Foundation | Findlay, OH | 501(c)(3) | BLUFFTON HOSPITAL WOMEN'S CENTER CAPITAL CAMPAIGN | $250,000 |
| United Way of Southwest Michigan | St Joseph, MI | 501(c)(3) | General Support | $240,404 |
| Mosaic Christian Community Development Association | Benton Harbor, MI | 501(c)(3) | General Support | $213,228 |
| St Joseph Public Schools Foundation | St Joseph, MI | 501(c)(3) | General Support | $206,508 |
| Lakeland Health Foundations | St Joseph, MI | 501(c)(3) | Lakeland Medical Pavilion Project | $205,120 |
| First Church of God | St Joseph, MI | Church | General Support | $192,050 |
| Univesity of Findlay | Findlay, OH | College/university | General Support of Building Capital Campaign | $150,000 |
| Lincoln Charter Township | Stevensville, MI | Government | Mark Lehmann Memorial Field | $139,250 |
| Lake Michigan College | Benton Harbor, MI | College/university | Education Support | $115,000 |
| Krasl Art Center Inc | St Joseph, MI | 501(c)(3) | General Support | $114,943 |
| Campus Crusade for Christ Inc | Orlando, FL | 501(c)(3) | General Support | $113,000 |
| Southwest Michigan Symphony Orchestra | St Joseph, MI | 501(c)(3) | General Support | $110,529 |
| City of St Joseph | St Joseph, MI | Government | General Support | $110,417 |
| University of Toledo Foundation | Toledo, OH | 501(c)(3) | Armes Engineering Leadership Institutegeneral Support | $108,000 |
| SAMARITAN'S PURSE | Boone, NC | 501(c)(3) | General Support | $102,000 |
| Ravi Zacharias International Ministries | Alpharetta, GA | 501(c)(3) | Global Fund | $100,000 |
| Young Life | Prescott, AZ | 501(c)(3) | General Support | $100,000 |
| Benton Harbor Promise Foundation | Benton Harbor, MI | 501(c)3 | Construction Trades Certification | $95,000 |
| John Cook Family Foundation | Ashville, OH | 501(c)(3) | Findlay First Tour Youth Golf Programs | $85,000 |
| Heritage Museum & Cultural Center | St Joseph, MI | 501(c)3 | General Funding | $81,493 |
| Economic Club of Southwestern Michigan | St Joseph, MI | 501(c)3 | General Support | $80,500 |
| Cornerstone Alliance | Benton Harbor, MI | 501(c)3 | General Support | $79,200 |
| Northwestern University | Evanston, IL | College/university | To Expand the Field Studies in Business Culture Online Program | $72,062 |
| Good Grief of Northwest Ohio | Holland, OH | 501(c)3 | General Support | $69,550 |
| First Congregational Church of St Joseph | St Joseph, MI | Church | General Support | $66,197 |
| Lake Michigan College Foundation | Benton Harbor, MI | 501(c)(3) | Scholarship Fund | $61,650 |
| John Howard Association of Illinios | Chicago, IL | 501(c)(3) | Prison Response & Legal Literacy | $60,000 |
| Boys and Girls Club of Benton Harbor Michigan | Benton Harbor, MI | 501(c)3 | General Support | $59,286 |
| Child & Family Services of Southwestern Michigan Inc | Benton Harbor, MI | 501(c)(3) | General Support | $53,078 |
| Arts Commission of Greater Toledo | Toledo, OH | 501(c)(3) | Human Empowerment Life Project | $52,000 |
| Pga Reach | Palm Beach Gardens, FL | 501(c)(3) | General Support | $50,000 |
| V Foundation | Cary, NC | 501(c)(3) | Llyod Family Fund | $50,000 |
| Ymca of Southwest Michigan | Niles, MI | 501(c)(3) | Building Expansion and Summer My Way | $49,979 |
| Boys and Girls Club of America | Schaumburg, IL | 501(c)3 | General Support | $49,742 |
| Western Michigan University | Kalamazoo, MI | College/university | General Support | $47,485 |
| Young Life - Southwest Michigan | St Joseph, MI | 501(c)(3) | General Support | $45,875 |
| Fine Arts Center of Kershaw County | Camden, SC | 501(c)3 | Programming Support | $45,000 |
| Benton Harbor Area Schools | Benton Harbor, MI | Public School | Miscellaneous Projects Including Band Uniforms | $41,762 |
| National Audubon Society Corkscrew Swamp Sanctuary | Naples, FL | 501(c)(3) | General Support | $36,000 |
| Readiness Center Inc | Benton Harbor, MI | 501(c)(3) | General Support | $31,192 |
| First Tee of Benton Harbor | Benton Harbor, MI | 501(c)3 | Program Expansion | $31,000 |
| Berrien Regional Education Service Agency | Berrien Springs, MI | Government | Coding Project | $30,000 |
| Christian Broadcasting Network Inc | Virginia Beach, VA | 501(c)3 | General Support | $30,000 |
| Silver Beach Carousel Society Inc | St Joseph, MI | 501(c)(3) | General Support | $30,000 |
| Starkey Hearing Foundation | Eden Prairie, MN | 501(c)(3) | Hearing Missions | $30,000 |
| Upton Trio | Camden, SC | 501(c)(3) | General Support | $30,000 |
| Caring Circle | St Joseph, MI | 501(c)3 | General Patient Care - Hospice at Home | $28,950 |
| BERRIEN COUNTY SHERIFF'S DEPARTMENT | St Joseph, MI | Government | General Support | $28,289 |
| St Augustine of Canterbur | Benton Harbor, MI | Church | Barrier Free Fund | $27,000 |
| Compassion International USA | Colorado Springs, CO | 501(c)(3) | General Support | $26,000 |
| 4 Kids of South Florida | North Lauderdale, FL | 501(c)(3) | General Support | $25,000 |
| Andrews University | Berrien Springs, MI | College/university | General Support | $25,000 |
| CHILDREN'S MUSIC WORKSHOP | Stevensville, MI | 501(c)3 | General Support | $25,000 |
| St Joseph Today | St Joseph, MI | 501(c)(3) | Trolley Service | $25,000 |
| St Joseph Catholic Church | St Joseph, MI | Church | General Support | $24,575 |
| Fernwood Inc | Niles, MI | 501(c)3 | Support and Development of Environmental Educational Exhibits | $23,407 |
| Ferry Street Resource Center Inc | Niles, MI | 501(c)3 | Emergency Supportive Services Program | $23,000 |
| Quality Services for the Autism Community | New York, NY | 501(c)(3) | Instructional Aids and Clinical Tools | $22,000 |
| Sarett Nature Center | Benton Harbor, MI | 501(c)(3) | General Support | $20,771 |
| Missionary Church World Partners | Fort Wayne, IN | 501(c)(3) | General Support | $20,500 |
| Kinexus | Benton Harbor, MI | 501(c)(3) | Stipends for Students in the Bridge Academy or Learn and Earn to Achieve Potential Program | $20,307 |
| Amazon Aid Foundation | Charlottsville, VA | 501(c)3 | General Support | $20,250 |
| Camp Victory Ministries | Zumbro Falls, MN | 501(c)(3) | 50% BUILDING FUND AND 50 % GENERAL SUPPORT | $20,000 |
| Celiac Disease Foundation | Woodland Hills, CA | 501(c)(3) | Online Assessment Tool | $20,000 |
| Michigan Lutheran High School | St Joseph, MI | 501(c)(3) | Distribution Request | $20,000 |
| Neighbor to Neighbor | Berrien Springs, MI | 501(c)(3) | Building Addition | $20,000 |
| Berrien County Cancer Service Inc | Stevensville, MI | 501(c)3 | Transportation and Nursing Equipment | $19,972 |
| Berrien County Council for Children | St Joseph, MI | 501(c)3 | CHILDREN'S ASSESSMENT CENTER | $19,127 |
| Niles Community Schools | Niles, MI | Government | Scholarships for New Orleans Trip | $19,104 |
| ELE'S PLACE INC | Lansing, MI | 501(c)3 | General Support | $18,200 |
| Logan Community Resources | South Bend, IN | 501(c)(3) | LET'S ENJOY THE OUT-OF-DOORS AT LOGAN AUTISM LEARNING CENTER - SW MICHIGAN | $18,000 |
| Young Life - University of Michigan | Ann Arbor, MI | 501(c)(3) | General Support | $17,500 |
| Huron River Watershed Council | Ann Arbor, MI | 501(c)3 | General Support | $17,200 |
| Outcenter | Benton Harbor, MI | 501(c)(3) | General Support | $15,949 |
| Church of Christ of Benton Harbor Mi | Benton Harbor, MI | Church | General Support | $15,600 |
| Feeding America West Michigan Food Bank | Comstock Park, MI | 501(c)3 | Support Mobile Food Pantry Program in Southwest Michigan | $15,500 |
| Grand Valley State University | Allendale, MI | College/university | Educational Support | $15,500 |
| International Crisis Aid Inc | St Louis, MO | 501(c)(3) | Area of Greatest Need | $15,000 |
| Renaissance Enterprises Company | Kalamazoo, MI | 501(c)(3) | Senior Arts Programs | $15,000 |
| Senior Nutrition Services | Benton Harbor, MI | 501(c)(3) | General Support | $14,000 |
| Soup Kitchen Inc | Benton Harbor, MI | 501(c)(3) | General Support | $13,760 |
| Well of Grace Ministries | Stevensville, MI | 501(c)(3) | General Support | $13,600 |
| Sim USA | Charlotte, NC | 501(c)(3) | General Support | $13,500 |
| Ss John & Bernard Parish | Benton Harbor, MI | Church | General Support | $13,261 |
| Citadel Dance & Music Center Inc | Benton Harbor, MI | 501(c)3 | A Steamed Nutcracker | $12,500 |
| Myteam Triumph Southwest Michigan | St Joseph, MI | 501(c)(3) | Purchase Trailer, Tent and Tables for Events | $12,500 |
| Northwestern Presbyterian Church | Dublin, OH | Church | General Support | $12,000 |
| Southwest Michigan Land Conservancy | Galesburg, MI | 501(c)(3) | Endowment Fund Support | $12,000 |
| Turning Point Church | Burbank, CA | Church | Special Missions | $12,000 |
| Westminster Presbyterian Church | Newaygo, MI | Church | Renoviations to the Dinning Hall | $12,000 |
| Whirlpool Collective Impact Fund | Benton Harbor, MI | 501(c)(3) | General Support | $11,500 |
| Storyline Church | Stevensville, MI | Church | General Support | $11,450 |
| Berrien County Parks & Recreation | St Joseph, MI | Government | General Support | $11,000 |
| Council of Michigan Foundations | Grand Haven, MI | 501(c)3 | General Support | $10,900 |
| Twin City Area Catholic School Fund Inc | St Joseph, MI | 501(c)(3) | Teacher Bonuses | $10,636 |
| Cycle-re-cycle | Benton Harbor, MI | 501(c)(3) | Building Renovations | $10,500 |
| Michigan State University | East Lansing, MI | College/university | Scholarships | $10,500 |
| The Chapel | St Joseph, MI | Church | General Support | $10,500 |
| Salvation Army of Benton Harbor | Benton Harbor, MI | 501(c)(3) | General Support | $10,352 |
| American Ireland Fund | Boston, MA | 501(c)3 | General Support | $10,000 |
| American Red Cross | Kalamazoo, MI | 501(c)3 | General & Be Water Smart Collab. | $10,000 |
| Axis | Colorado Springs, CO | 501(c)(3) | General Support | $10,000 |
| Bloomingdale Christian Fellowship | Bloomingdale, MI | 501(c)3 | General Support | $10,000 |
| Boys Scouts of America Southern Shores Fsa Council | Kalamazoo, MI | 501(c)(3) | Heroes Program | $10,000 |
| Church of Mediator | Harbert, MI | Church | General Support | $10,000 |
| Fellowship of Christian Farmers International | Lexington, IL | 501(c)3 | General Support | $10,000 |
| Historical Society of Michigan | Lansing, MI | 501(c)(3) | History Day Funding | $10,000 |
| Junior Achievement of Michiana | South Bend, IN | 501(c)(3) | General Support | $10,000 |
| MICHIGAN'S GREAT SOUTHWEST STRATEGIC LEADERSHIP COUNCIL | Benton Harbor, MI | 501(c)(3) | Leadership Accelerator | $10,000 |
| Partnerships for Change | San Francisco, CA | 501(c)(3) | General Support | $10,000 |
| Region Iv Area Agency on Aging | St Joseph, MI | 501(c)(3) | General Support | $10,000 |
| River Valley Senior Center | Harbert, MI | 501(c)(3) | Renovation Costs | $10,000 |
| Stevens Creek Church | Augusta, GA | Church | General Support | $10,000 |
| Trinity Lutheran Church | St Joseph, MI | Church | Student to Student Hunger Support | $10,000 |
| Overflow Community Church | Benton Harbor, MI | 501(c)(3) | Young Life Summer Camp | $9,450 |
| First Presbyterian Church | Niles, MI | Church | Summer Youth Leadership Program | $9,000 |
| San Miguel Community Foundation | Laredo, TX | 501(c)(3) | General Support | $8,675 |
| Berrien County Health Department | Benton Harbor, MI | Government | General Support | $8,395 |
| Southwest Michigan Planning Commission | Benton Harbor, MI | Government | Keep It Blue Awareness Campaign | $8,250 |
| St Joseph Junior Foundation Inc | St Joseph, MI | 501(c)(3) | General Support | $8,250 |
| Southwestern Michigan College Financial Aid Office | Dowagiac, MI | College/university | Scholarships | $8,050 |
| Camino Global | Dallas, TX | 501(c)(3) | For Project 083180 | $8,000 |
| University of Notre Dame | Notre Dame, IN | College/university | Vii Family Endowment for Excellence | $8,000 |
| Benton Harbor Street Ministry | Benton Harbor, MI | 501(c)3 | General Support | $7,790 |
| Berrien Familes Plus | Baroda, MI | 501(c)(3) | Kids at Krasl | $7,625 |
| Hillsdale College | Hillsdale, MI | College/university | Scholarships | $7,500 |
| Pta Ohio Congress | Columbus, OH | 501(c)(3) | Build a Walking Path | $7,500 |
| CURIOUS KIDS' MUSEUM | St Joseph, MI | 501(c)3 | General Support | $7,450 |
| Pilgrim Congregational United Church of Christ | St Joseph, MI | Church | General Support | $7,372 |
| Volunteer Southwest Michigan | Benton Harbor, MI | 501(c)(3) | General Support | $7,220 |
| Bark Angels | Benton Harbor, MI | 501(c)(3) | Dogs and Kids | $7,000 |
| Holy Name Cathedral | Chicago, IL | Church | Gala | $7,000 |
| Isha Care Clinic Incorporated | Mcminnville, TN | 501(c)(3) | General Support | $7,000 |
| Watervliet District Library | Watervliet, MI | Government | Taking the Library Outside | $7,000 |
| Diocese of Kalamazoo | Kalamazoo, MI | Church | Catholic Community Center - General Fund | $6,500 |
| Untermyer Gardens Conservancy | Yonkers, NY | 501(c)(3) | General Support | $6,415 |
| Salvation Army - Niles | Niles, MI | 501(c)(3) | General Support | $6,300 |
| Morton House Museum | Benton Harbor, MI | 501(c)(3) | General Support | $6,130 |
| Harbor Harvest Urban Ministries | Benton Harbor, MI | 501(c)3 | River of Life School | $6,000 |
| ST PAUL'S LUTHERAN CHURCH | Stevensville, MI | 501(c)(3) | Ministry Fund | $6,000 |
| Central Michigan University | Mount Pleasant, MI | College/university | Scholarships | $5,750 |
| Mayo Clinic Rochester | Rochester, MN | 501(c)(3) | Area of Greatest Need | $5,500 |
| Twin City Players | St Joseph, MI | 501(c)(3) | Tcp Twin Cities Theatre Festival | $5,300 |
| Ferris State University Office of Financial Aid | Big Rapids, MI | College/university | Educational Scholarships | $5,250 |
| Hartford Public Schools Foundation for Quality Educaiton | Hartford, MI | 501(c)(3) | General Support | $5,169 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- 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
- Yes
- 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, Part VI, Section A, Line 6
“The organization has voting members that are appointed by the board of trustees. These members elect the trustees.”
Form 990, Part VI, Section A, Line 7A
“The organization has voting members that are appointed by the board of trustees. These members elect the trustees.”
Form 990, Part VI, Section B, Line 11B
“The executive committee (board chair, vice chair, treasurer, secretary and president (ex-officio) serves as the audit committee each year for the purposes of the audit. This audit committee receives the pre-audit memo, the sas 260 (when applicable), and sas 265 letters, after the audit, the final version of the 990 in a "pdf" format each year, and other documents as appropriate. After the review of the 990, the audit committee indicates its approval by authorizing the president to sign the 990 on behalf of the corporation. S/he takes the necessary steps to ensure that the 990 is filed timely and provides an email copy to the remainder of the board before filing.”
Form 990, Part VI, Section B, Line 12C
“For officer and key employee monitoring of conflict of interests, each such individual is required to complete and sign a conflict of interest disclosure form each february. The president monitors this to ensure that each indivdual completes these forms timely. For enforcement, such individuals are to disclose any conflict at the time of discussion and vote during board meetings. By policy, they are not able to vote on matters for which they have a conflict. These are recorded in the board minutes. Additionally, the president reviews the forms on file prior to board meetings for any potentional conflicts.”
Form 990, Part VI, Section B, Line 15
“The process of determining compensation for the president is undertaken yearly. It includes a review and approval by the executive committee, the most recent comparability data from the community foundation field (i.e. Council on foundation's salary & benefits survey) and the nonprofits field (i.e., michigan nonprofit association) for functionally comparable positions (ceo's) at similar type organizations (e.g., community foundations at same asset size and range and/or foundations.) the executive committee makes its recommendation to the board, which approves it as part of the budget deliberations each year. These are documented as part of the december board minutes.”
Form 990, Part VI, Section C, Line 19
“The foundation makes its audited financial statements, governing documents and conflict of interest policy available on its website (www.berriencommunity.org) under the heading "about us." these are also available upon request and at www.guidestar.org.”
Filing and Contact Details
Filer
- Filer Name
- Berrien Community Foundation Inc
- EIN
- 38-6057160
- Phone
- 2699833304
- Address
- 2900 SOUTH STATE STREET NO 2E, ST JOSEPH, MI 49085
Signing Officer
- Name
- Lisa Cripps
- Title
- President
- Phone
- 2699833304
- Signed
- 2018-05-09
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Lisa Cripps
- Formed
- 1952
- Legal Domicile
- Mi
- Voting Board Members
- 9
- Independent Board Members
- 9
- Employees
- 5
- Volunteers
- 300
Preparer
- Firm
- Kruggel Lawton & Company LLC
- Address
- 805 VAN BRUNT AVENUE, ST JOSEPH, MI 49085
- Preparer
- Michael Layher
- Phone
- 2699830131
Supplemental Narrative
Financial Statement Notes
PART V, LINE 4:
“The organization's endowments are used to support various programs and activities for non-profits.”
PART X, LINE 2:
“Management has elected to apply the provisions of asc 740-10-25-5. Under this asc, an entity must determine whether it is more likely than not that a tax position will be sustained upon examination, including resolution of any appeals or litigation processes, based on technical merits of the position. As of december 31, 2017 the foundation had no known liability due to the uncertainty of income taxes.”
PART XI, LINE 4B - OTHER ADJUSTMENTS:
“Agency fund revenue activity”
PART XII, LINE 4B - OTHER ADJUSTMENTS:
“AGENCY FUND EXPENSE”
Raw XML AppendixShowing 400 of 1,872 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.
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 8126864 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8095564 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8349330 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 6653452 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 39516192 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 45661412 |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.29000 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 485710 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 22453119 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 779582 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 25724758 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 659304 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 3637983 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 912 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 432743 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 20943917 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 998526 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 22453119 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 558882 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1503936 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 1635 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 352305 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 21765765 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 618515 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 20943917 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 697287 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -390316 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 455 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 373208 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 20493054 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 1380797 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 21765764 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 574051 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 840000 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 828 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 331357 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 17104578 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 1765356 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 20493054 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 743878 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 2885199 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 186844 |
| IRS990ScheduleD/DisclosedForCharitablePrpsInd | 0 | 1 |
| IRS990ScheduleD/DisclosedOrgLegCtrlInd | 0 | 1 |
| IRS990ScheduleD/DonorAdvisedFundsContriAmt | 0 | 3845930 |
| IRS990ScheduleD/DonorAdvisedFundsGrantsAmt | 0 | 3199948 |
| IRS990ScheduleD/DonorAdvisedFundsHeldCnt | 0 | 114 |
| IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt | 0 | 12055081 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 1002 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 23973 |
| IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt | 0 | 24975 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 301088 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 6859586 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/FundsAndOtherAccountsContriAmt | 0 | 4445052 |
| IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt | 0 | 3418490 |
| IRS990ScheduleD/FundsAndOtherAccountsHeldCnt | 0 | 191 |
| IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt | 0 | 38988671 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt | 0 | 20636 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt | 0 | 20636 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 3123086 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 301088 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $51,434,616
- Liabilities
- $390,864
- Net assets
- $51,043,752
- Revenue
- $11,709,271
- Expenses
- $7,160,674
- Net income
- $4,548,597