Civic Intelligence

Mary U & Edwin E Meader Chamber Mus IC Arts Charitable Irrv Tr

990 • Fiscal year 2014 • EIN 38-6800584

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Greenleaf Trust 211 South Rose StKalamazoo, MI 49007

(269) 388-9800

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$19,766

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

58th percentile

4.5%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-0.2%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,721,363

Up $74,342 (+4.5%) from 2013

Net Assets

Up

$1,721,363

Up $74,342 (+4.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$184,572

Down $433 (-0.2%) from 2013

Expenses

Up

$110,230

Up $1,353 (+1.2%) from 2013

Net Income

Down

$74,342

Down $1,786 (-2.3%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,596,094Liabilities 2011: $0Net Assets 2011: $1,596,0942011Assets 2012: $1,570,893Liabilities 2012: $0Net Assets 2012: $1,570,8932012Assets 2013: $1,647,021Liabilities 2013: $0Net Assets 2013: $1,647,0212013Assets 2014: $1,721,363Liabilities 2014: $0Net Assets 2014: $1,721,3632014Assets 2015: $1,702,075Liabilities 2015: $0Net Assets 2015: $1,702,0752015Assets 2016: $1,663,971Liabilities 2016: $0Net Assets 2016: $1,663,9712016Assets 2017: $1,839,077Liabilities 2017: $0Net Assets 2017: $1,839,0772017Assets 2018: $1,810,416Liabilities 2018: $0Net Assets 2018: $1,810,4162018Assets 2019: $1,770,065Liabilities 2019: $0Net Assets 2019: $1,770,0652019Assets 2020: $1,761,035Liabilities 2020: $0Net Assets 2020: $1,761,0352020Assets 2021: $1,764,819Liabilities 2021: $0Net Assets 2021: $1,764,8192021Assets 2022: $1,703,249Liabilities 2022: $0Net Assets 2022: $1,703,2492022Assets 2023: $1,655,010Liabilities 2023: $0Net Assets 2023: $1,655,0102023Assets 2024: $1,657,841Liabilities 2024: $0Net Assets 2024: $1,657,8412024

Highlighted filing

2014

Assets$1,721,363
Liabilities$0
Net Assets$1,721,363

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $118,6522011Expenses 2012: $111,0912012Revenue 2013: $185,005Expenses 2013: $108,877Net Income 2013: $76,1282013Revenue 2014: $184,572Expenses 2014: $110,230Net Income 2014: $74,3422014Revenue 2015: $95,950Expenses 2015: $115,238Net Income 2015: -$19,2882015Revenue 2016: $76,136Expenses 2016: $114,240Net Income 2016: -$38,1042016Revenue 2017: $292,247Expenses 2017: $117,141Net Income 2017: $175,1062017Revenue 2018: $94,684Expenses 2018: $123,345Net Income 2018: -$28,6612018Revenue 2019: $74,097Expenses 2019: $114,448Net Income 2019: -$40,3512019Revenue 2020: $115,199Expenses 2020: $124,229Net Income 2020: -$9,0302020Revenue 2021: $127,381Expenses 2021: $123,597Net Income 2021: $3,7842021Revenue 2022: $64,666Expenses 2022: $126,236Net Income 2022: -$61,5702022Revenue 2023: $77,103Expenses 2023: $125,342Net Income 2023: -$48,2392023Revenue 2024: $140,176Expenses 2024: $137,345Net Income 2024: $2,8312024

Highlighted filing

2014

Revenue$184,572
Expenses$110,230
Net Income$74,342
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$612,610
Mission and Program Overview

Mission

Support of fontana chamber arts

Support of the fontana chamber arts

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,647,021$1,721,363▲ $74,342
Investments in Publicly Traded Securities$1,002,112$1,080,696▲ $78,584
Investments Other Securities$472,144$487,576▲ $15,432
Savings and Temporary Cash Investments$172,502$151,384▼ $21,118
Accounts Receivable$263$1,707▲ $1,444
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,647,021$1,721,363▲ $74,342
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,647,021$1,721,363▲ $74,342
Total Liabilities and Net Assets / Fund Balance$1,647,021$1,721,363▲ $74,342

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$189,752--
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$19,766$19,766
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$184,572
Other Revenue
$0
Change in Net Assets
$74,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,264
Salaries, Compensation, and Employee Benefits$19,766
Other Expenses$1,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$89,264--$89,264
Current Officers, Directors, Trustees, and Key Employees$1,976$17,790-$19,766
Fees for Services Accounting$600$600-$1,200
Total Functional Expenses$91,840$18,390$0$110,230
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fontana Chamber Arts SocietyKalamazoo, MI170(b)(1)(a)(vi)To Support the Creation and Performance of High Quality Chamber Music$89,264
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
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
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, Part VI, Section B, Line 11

Greenleaf trust reviews the form 990 and signs the required documents before the form is e-filed to the irs.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Form 990, Part VII

Greenleaf trust - 211 south rose street, kalamazoo, mi 49007.

Filing and Contact Details

Filer

Filer Name
Mary U and Edwin E Meader Chamber
EIN
38-6800584
Phone
2693889800
Address
GREENLEAF TRUST 211 SOUTH ROSE ST, KALAMAZOO, MI 49007

Signing Officer

Name
N Dean Macvicar
Title
Executive VP, Greenleaf Trust
Phone
2693889800
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greenleaf Trust
Formed
2002
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
James G Thompson CPA
Phone
2695674500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 1 - Method of Accounting

The organization uses the modified cash method of accounting.

Raw XML Appendix379 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/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ENDOWMENT TRUST MAINTTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE FONTANA CHAMBER ARTS BY REGULARLY COMMUNITICATEING WITH THE ORGANIZATION AND PROVIDING FONTANA CHAMBER ARTS WITH REPORTS AND ACCOUNTINGS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1I. THE SUPPORT OF THE ENDOWMENT TRUST WILL BE SIGNIFICANT TO THE OVERALL FUNDING OF FONTANA CHAMBER ARTS AND THUS THE SUPPORT RECEIVED FROM THE ENDOWMENT TRUST WILL BE SUFFICIENT TO GUARANTEE THE ATTENTIVENESS OF FONTANA CHAMBER ARTS. II. ARTICLE VIII OF THE ENDOWMENT TRUST REQUIRES THE TRUSTEE TO FURNISH TO FONTANA CHAMBER ARTS AT LEAST ANNUALLY AN ACCOUNT SHOWING THE RECEIPTS, DISBURSEMENTS AND INVENTORY OF THE TRUST AND SUCH OTHER INFORMATION AS NECESSARY FOR FONTANA CHAMBER ARTS TO REVIEW INVESTMENT PERFORMANCE OF THE TRUSTEE AND TO BE FULLY APPRISED OF THE OPERATIONS OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990 - SCHEDULE A - PART IV SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990 - SCHEDULE A - PART IV SECTION D, LINE 3
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01977267
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01869408
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt068166
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt064448
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0383548660
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt089264
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FONTANA CHAMBER ARTS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt089264
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0166139
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1131685
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2189752
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIDELITY ADVISOR NEW INSIGHTS FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HARTFORD DIVIDEND GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COLUMBIA DIVIDEND OPPORTUNITY FUND CL Z
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0487576
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt089264
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)(1)(A)(VI)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE CREATION AND PERFORMANCE OF HIGH QUALITY CHAMBER MUSIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FONTANA CHAMBER ARTS SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0383548660
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0359 S KALAMAZOO MALL SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KALAMAZOO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049007
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GREENLEAF TRUST REVIEWS THE FORM 990 AND SIGNS THE REQUIRED DOCUMENTS BEFORE THE FORM IS E-FILED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GREENLEAF TRUST - 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION USES THE MODIFIED CASH METHOD OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 1 - METHOD OF ACCOUNTING
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01647021
IRS990/TotalAssetsEOYAmt01721363
IRS990/TotalAssetsGrp/BOYAmt01647021
IRS990/TotalAssetsGrp/EOYAmt01721363
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018390
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091840
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110230
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01647021
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01721363
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt091840
IRS990/TotalReportableCompFromOrgAmt019766
IRS990/TotalRevenueGrp/ExclusionAmt0184572
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184572
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01647021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01721363
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0211 SOUTH ROSE STREET
IRS990/USAddress/CityNm0KALAMAZOO
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0N DEAN MACVICAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP, GREENLEAF TRUST
ReturnHeader/BusinessOfficerGrp/PhoneNum02693889800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY U AND EDWIN E MEADER CHAMBER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MUSIC ARTS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MEAD
ReturnHeader/Filer/EIN0386800584
ReturnHeader/Filer/PhoneNum02693889800
ReturnHeader/Filer/USAddress/AddressLine1Txt0GREENLEAF TRUST 211 SOUTH ROSE ST
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 TRADE CENTRE WAY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049002
ReturnHeader/PreparerPersonGrp/PhoneNum02695674500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G THOMPSON CPA
ReturnHeader/ReturnTs02015-11-13T08:45:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.14$0.14$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.08$0.13$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$0.06$0.13$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.13$0.12$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.12$0.12$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.07$0.11$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.09$0.12$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.29$0.12$0.18
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.08$0.11$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.10$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.18$0.11$0.07
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.65$0.00$1.65$0.19$0.11$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.12