Civic Intelligence

Harbor Beach Student Loan Fund Association

990PF • Fiscal year 2017 • EIN 38-6091395

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profile
8118 Section Line RdHarbor Beach, MI 48441

(989) 479-6419

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-723%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

49th percentile

0.3%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$41,162

Down $44,637 (-52%) from 2015

Net Assets

$87,753

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$151

Up $1 (+0.7%) from 2015

Expenses

Up

$1,243

Up $30 (+2.5%) from 2015

Net Income

Down

-$1,092

Down $29 (-2.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$100K$50K$0Assets 2011: $53,839Liabilities 2011: $02011Assets 2012: $83,106Liabilities 2012: $02012Assets 2013: $83,796Liabilities 2013: $02013Assets 2014: $84,805Liabilities 2014: $02014Assets 2015: $85,799Liabilities 2015: $02015Assets 2017: $41,162Liabilities 2017: $0Net Assets 2017: $87,7532017Assets 2018: $37,709Liabilities 2018: $0Net Assets 2018: $86,6312018Assets 2019: $35,573Liabilities 2019: $12019Assets 2020: $33,132Liabilities 2020: $1Net Assets 2020: $83,4592020Assets 2021: $30,947Liabilities 2021: $30,946Net Assets 2021: $83,2322021Assets 2022: $28,553Liabilities 2022: $1Net Assets 2022: $87,0932022Assets 2023: $28,414Liabilities 2023: $12023Assets 2024: $26,569Liabilities 2024: $12024

Highlighted filing

2017

Assets$41,162
Liabilities$0
Net Assets$87,753
Open 2017 Filing

Operations Trend

Revenue Growth49th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $127Expenses 2011: $661Net Income 2011: -$5342011Revenue 2012: $28,667Expenses 2012: $1,173Net Income 2012: $27,4942012Revenue 2013: $166Expenses 2013: $1,214Net Income 2013: -$1,0482013Revenue 2014: $149Expenses 2014: $1,099Net Income 2014: -$9502014Revenue 2015: $150Expenses 2015: $1,213Net Income 2015: -$1,0632015Revenue 2017: $151Expenses 2017: $1,243Net Income 2017: -$1,0922017Revenue 2018: $161Expenses 2018: $3,470Net Income 2018: -$3,3092018Revenue 2019: $1Expenses 2019: $2,273Net Income 2019: -$2,2722019Revenue 2020: $1Expenses 2020: $2,556Net Income 2020: -$2,5552020Revenue 2021: $1Expenses 2021: $2,261Net Income 2021: -$2,2602021Revenue 2022: $1Expenses 2022: $2,161Net Income 2022: -$2,1602022Revenue 2023: $10Expenses 2023: $161Net Income 2023: -$1512023Revenue 2024: $1Expenses 2024: $2,242Net Income 2024: -$2,2412024

Highlighted filing

2017

Revenue$151
Expenses$1,243
Net Income-$1,092
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH BOWENPresident-$0--
VICKIE ERDMANSecretary-$0--
MARILYN RITCHIETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Harbor Beach Student Loan Fund
EIN
38-6091395
Phone
9894796419
Address
8118 SECTION LINE RD, HARBOR BEACH, MI 48441

Signing Officer

Name
Marilyn Ritchie
Title
Treasurer
Phone
9894796419
Signed
2017-11-15

Preparer

Firm
H and R Block
Address
226 STATE ST, HARBOR BEACH, MI 48441
Preparer
Gail Roggenbuck
Phone
9894796366
Raw XML Appendix271 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02219
OtherIncreasesSchedule/OtherIncreasesDetail/Amt167
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED INTEREST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PREPAID BOND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt167
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREP FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PREPAID BOND
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt02015 990PF
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN RITCHIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09894796419
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARBOR BEACH STUDENT LOAN FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARB
ReturnHeader/Filer/EIN0386091395
ReturnHeader/Filer/PhoneNum09894796419
ReturnHeader/Filer/USAddress/AddressLine1Txt08118 SECTION LINE RD
ReturnHeader/Filer/USAddress/CityNm0HARBOR BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048441
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId000AFF761A18C35D662DEF7B1F15AA026471C3E24
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId000AFF761A18C35D662DEF7B1F15AA026471C3E24
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId040756920173192880411
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.42.169.162
ReturnHeader/FilingSecurityInformation/IPDt02018-04-09
ReturnHeader/FilingSecurityInformation/IPTm012:40:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0226 STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARBOR BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048441
ReturnHeader/PreparerPersonGrp/PhoneNum09894796366
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAIL ROGGENBUCK
ReturnHeader/ReturnTs02018-04-09T17:30:23Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,162
Liabilities
$0
Net assets
$87,753
Revenue
$151
Expenses
$1,243
Net income
-$1,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$0.00$0.00$2.24$2.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$0.00$0.01$0.16$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$0.00$87.1$0.00$2.16$2.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$30.9$83.2$0.00$2.26$2.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$0.00$83.5$0.00$2.56$2.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$0.00$0.00$2.27$2.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.7$0.00$86.6$0.16$3.47$3.31
2017Detailed filing. Detailed filing data is available for this year.$41.2$0.00$87.8$0.15$1.24$1.09
2015Summary only. Only limited summary data is available for this year.$85.8$0.00$0.15$1.21$1.06
2014Summary only. Only limited summary data is available for this year.$84.8$0.00$0.15$1.10$0.95
2013Summary only. Only limited summary data is available for this year.$83.8$0.00$0.17$1.21$1.05
2012Summary only. Only limited summary data is available for this year.$83.1$0.00$28.7$1.17$27.5
2011Summary only. Only limited summary data is available for this year.$53.8$0.00$0.13$0.66$0.53
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits