Civic Intelligence

Rice Memorial Clinic Foundation

990 • Fiscal year 2016 • EIN 38-6067017

Jan 01, 2016 to Dec 31, 2016 • Filed on May 24, 2017

235 Quincy StreetHancock, MI 49930

(906) 482-0404

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$151,306

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 96.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.1%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,441,720

Up $28,035 (+0.8%) from 2015

Net Assets

Up

$3,441,720

Up $28,035 (+0.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$157,504

Up $10,510 (+7.1%) from 2015

Expenses

Down

$129,469

Down $5,204 (-3.9%) from 2015

Net Income

Up

$28,035

Up $15,714 (+128%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,263,447Liabilities 2011: $0Net Assets 2011: $3,263,4472011Assets 2012: $3,284,221Liabilities 2012: $0Net Assets 2012: $3,284,2212012Assets 2013: $3,338,754Liabilities 2013: $0Net Assets 2013: $3,338,7542013Assets 2014: $3,401,364Liabilities 2014: $0Net Assets 2014: $3,401,3642014Assets 2015: $3,413,685Liabilities 2015: $0Net Assets 2015: $3,413,6852015Assets 2016: $3,441,720Liabilities 2016: $0Net Assets 2016: $3,441,7202016Assets 2017: $3,571,021Liabilities 2017: $0Net Assets 2017: $3,571,0212017Assets 2018: $3,702,580Liabilities 2018: $0Net Assets 2018: $3,702,5802018Assets 2019: $3,822,296Liabilities 2019: $0Net Assets 2019: $3,822,2962019Assets 2020: $3,967,566Liabilities 2020: $0Net Assets 2020: $3,967,5662020Assets 2021: $4,043,721Liabilities 2021: $0Net Assets 2021: $4,043,7212021Assets 2022: $4,146,698Liabilities 2022: $0Net Assets 2022: $4,146,6982022Assets 2023: $4,195,016Liabilities 2023: $0Net Assets 2023: $4,195,0162023Assets 2024: $4,084,817Liabilities 2024: $0Net Assets 2024: $4,084,8172024

Highlighted filing

2016

Assets$3,441,720
Liabilities$0
Net Assets$3,441,720

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $151,194Expenses 2011: $130,818Net Income 2011: $20,3762011Revenue 2012: $152,495Expenses 2012: $131,721Net Income 2012: $20,7742012Revenue 2013: $199,572Expenses 2013: $145,039Net Income 2013: $54,5332013Revenue 2014: $195,889Expenses 2014: $133,279Net Income 2014: $62,6102014Revenue 2015: $146,994Expenses 2015: $134,673Net Income 2015: $12,3212015Revenue 2016: $157,504Expenses 2016: $129,469Net Income 2016: $28,0352016Revenue 2017: $237,622Expenses 2017: $108,321Net Income 2017: $129,3012017Revenue 2018: $271,891Expenses 2018: $140,332Net Income 2018: $131,5592018Revenue 2019: $202,418Expenses 2019: $82,702Net Income 2019: $119,7162019Revenue 2020: $197,542Expenses 2020: $52,272Net Income 2020: $145,2702020Revenue 2021: $214,818Expenses 2021: $138,663Net Income 2021: $76,1552021Revenue 2022: $214,314Expenses 2022: $111,337Net Income 2022: $102,9772022Revenue 2023: $171,018Expenses 2023: $122,700Net Income 2023: $48,3182023Revenue 2024: $196,829Expenses 2024: $307,028Net Income 2024: -$110,1992024

Highlighted filing

2016

Revenue$157,504
Expenses$129,469
Net Income$28,035
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 24, 2017
Return Version
2016v3.0
Gross Receipts
$870,111
Mission and Program Overview

Mission

To support mental health services

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,413,685$3,441,720▲ $28,035
Investments in Publicly Traded Securities$3,005,145$3,168,986▲ $163,841
Savings and Temporary Cash Investments$408,540$272,734▼ $135,806
Total Assets$3,413,685$3,441,720▲ $28,035
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,413,685$3,441,720▲ $28,035
Total Liabilities and Net Assets / Fund Balance$3,413,685$3,441,720▲ $28,035
Compensation and Service Providers

Board Members and Trustees

NameTitle
G David JukuriChairman
Paul LahtiVice Chair
Debbie BradfordTrustee
Del HarmaTrustee
Diane MoilanenTrustee
Paul OllilaTrustee
Russell KoskiTrustee
Vicki MikkolaSecretary
Chester RheaultTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$157,504
Other Revenue
$0
Change in Net Assets
$28,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,149
Other Expenses$21,320
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$89,549--$89,549
Grants to Domestic Individuals$18,600--$18,600
Insurance-$2,250-$2,250
Other Expenses-$997-$997
Fees for Services Accounting-$780-$780
Travel-$370-$370
Total Functional Expenses$108,149$21,320$0$129,469
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Copper Country Comm Mental HealthHoughton, MIGovGeneral Support$89,549
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Reviewed at board meeting

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Rice Memorial Clinic Foundation
EIN
38-6067017
Phone
9064820404
Address
235 QUINCY STREET, HANCOCK, MI 49930

Signing Officer

Name
G David Jukuri
Title
Chairman
Phone
9064820404
Signed
2017-05-24

Organization Details

Principal Officer
G David Jukuri
Formed
1964
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
8
Employees
0

Preparer

Firm
Rukkila Negro and Associates Cpas Pc
Address
310 SHELDEN AVENUE, HOUGHTON, MI 49931-1964
Preparer
Peter a Negro
Phone
9064826601
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0COPPER COUNTRY MENTAL HEALTH (THE SUPPORTED ORGANIZATION) IS REPRESENTED BY HOLDING A BOARD MEMBER POSITION WITH VOTING RIGHTS ON THE BOARD OF DIRECTORS OF THE RICE MEMORIAL CLINIC (THE SUPPORTING ORGANIZATION).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION PROVIDES MONIES TO THE SUPPORTED ORGANIZATION ON A REIMBURSEMENT BASIS. REIMBURSEMENTS INCLUDE LOAN PAYMENTS, TRAINING, CONFERENCES, LECTURE SERIES, AND CHARITABLE GIVING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0286810
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0284474
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0286810
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0284474
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt04302
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt04267
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0282508
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0280207
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt09888
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt09807
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0286810
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0284474
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt09888
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt09807
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0381795702
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt089549
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COPPER COUNTRY MENTAL HEALTH SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0HOUGHTON MICHIGAN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt089549
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0INDIVIDUAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt029
IRS990ScheduleI/RecipientTable/CashGrantAmt089549
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COPPER COUNTRY COMM MENTAL HEALTH
IRS990ScheduleI/RecipientTable/RecipientEIN0381795702
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0901 W MEMORIAL DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUGHTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049931
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD TREASURER MONITORS THE USE OF THE ASSISTANCE AND SCHOLARSHIP FUNDS ON A MONTHLY BASIS, AND REPORTS TO THE BOARD OF DIRECTORS ON A QUARTERLY BASIS. THE ASSISTANCE TO COPPER COUNTRY MENTAL HEALTH, ARE PAYMENTS MADE DIRECTLY TO THE BANK ON THEIR BEHALF, AND THE SCHOLARSHIPS ARE AWARDED TO THE RECIPIENTS AFTER THEY HAVE PROVIDED THE ORGANIZATION WITH PROPER DOCUMENTATION TO SUBSTANTIATE EDUCATION EXPENSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0124369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt026937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0VICKI MIKKOLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0151306
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AT BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COPPER COUNTRY COMM MENTAL HEALTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0381795702
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MENTALHEAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt06
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0901 W MEMORIAL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOUGHTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd049931
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt089549
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0COPPER COUNTRY COMM MENTAL HEALTH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03413685
IRS990/TotalAssetsEOYAmt03441720
IRS990/TotalAssetsGrp/BOYAmt03413685
IRS990/TotalAssetsGrp/EOYAmt03441720
IRS990/TotalCompGreaterThan150KInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.00$4.08$0.20$0.31$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.17$0.12$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.00$4.15$0.21$0.11$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.21$0.14$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$0.20$0.05$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$0.20$0.08$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.00$3.70$0.27$0.14$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.24$0.11$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.16$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.15$0.13$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.20$0.13$0.06
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.34$0.00$3.34$0.20$0.15$0.05
2012Summary only. Only limited summary data is available for this year.$3.28$0.00$3.28$0.15$0.13$0.02
2011Summary only. Only limited summary data is available for this year.$3.26$0.00$3.26$0.15$0.13$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits