Civic Intelligence

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

990 • Fiscal year 2016 • EIN 38-6800584

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 26, 2017

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

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

7th percentile

-50%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

38th percentile

$18,443

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 24.2% of source-year revenue.

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

Asset Growth

34th percentile

-2.2%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$1,663,971

Down $38,104 (-2.2%) from 2015

Net Assets

Down

$1,663,971

Down $38,104 (-2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$76,136

Down $19,814 (-21%) from 2015

Expenses

Down

$114,240

Down $998 (-0.9%) from 2015

Net Income

Down

-$38,104

Down $18,816 (-98%) from 2015

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

2016

Assets$1,663,971
Liabilities$0
Net Assets$1,663,971

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

2016

Revenue$76,136
Expenses$114,240
Net Income-$38,104
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$495,231
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$1,702,075$1,663,971▼ $38,104
Investments Other Securities$590,777$774,845▲ $184,068
Investments in Publicly Traded Securities$921,335$708,821▼ $212,514
Savings and Temporary Cash Investments$189,195$179,358▼ $9,837
Accounts Receivable$768$937▲ $169
Cash and Non-Interest-Bearing Accounts-$10-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,702,075$1,663,971▼ $38,104
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,702,075$1,663,971▼ $38,104
Total Liabilities and Net Assets / Fund Balance$1,702,075$1,663,971▼ $38,104

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$119,066--
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$18,443$18,443
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$76,136
Other Revenue
$0
Change in Net Assets
$-38,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$93,664
Salaries, Compensation, and Employee Benefits$18,443
Other Expenses$2,133
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$93,664--$93,664
Current Officers, Directors, Trustees, and Key Employees$1,844$16,599-$18,443
Fees for Services Accounting$825$825-$1,650
Other Expenses-$483-$483
Total Functional Expenses$96,333$17,907$0$114,240
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$93,664
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 11B

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 Contact Addresses for Officers, Directors, Etc

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
2017-10-26
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 AppendixShowing 400 of 405 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/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0768
IRS990/AccountsReceivableGrp/EOYAmt0937
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT OF THE FONTANA CHAMBER ARTS
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREENLEAF TRUST
IRS990/BooksInCareOfDetail/PhoneNum02693889800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 SOUTH ROSE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049007
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt010
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016599
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01844
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt018443
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt093664
IRS990/CYInvestmentIncomeAmt076136
IRS990/CYOtherExpensesAmt02133
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-38104
IRS990/CYSalariesCompEmpBnftPaidAmt018443
IRS990/CYTotalExpensesAmt0114240
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt076136
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT OF FONTANA CHAMBER ARTS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt096333
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0825
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0825
IRS990/FeesForServicesAccountingGrp/TotalAmt01650
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd01
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0GREENLEAF TRUST
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt018443
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt043287
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt093664
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt093664
IRS990/GrantsToDomesticOrgsGrp/TotalAmt093664
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0462382
IRS990/GrossReceiptsAmt0495231
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt032849
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032849
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0590777
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0774845
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0921335
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0708821
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0419095
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT OF FONTANA CHAMBER ARTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01702075
IRS990/NetAssetsOrFundBalancesEOYAmt01663971
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt043287
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043287
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0483
IRS990/OtherExpensesGrp/TotalAmt0483
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREENLEAF TRUST
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt091652
IRS990/PYInvestmentIncomeAmt095950
IRS990/PYOtherExpensesAmt04137
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-19288
IRS990/PYSalariesCompEmpBnftPaidAmt019449
IRS990/PYTotalExpensesAmt0115238
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt095950
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-38104
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01702075
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01663971
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0189195
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0179358
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt033909
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt032435
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt01060
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt032849
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt032435
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt017424
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt019379
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt016485
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt013056
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt013056
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt066878
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt066878
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt011098
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt066878
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt018576
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt066878
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt048302
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt093664
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt075088
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt048302
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt075088
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt075088
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt048302
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt093664
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt066878
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt093664
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt093664
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ENDOWMENT TRUST MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE FONTANA CHAMBER ARTS BY REGULARLY COMMUNICATING 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
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01844486
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01939905
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0198575
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0170726
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01645911
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01769179
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt027667
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt029099
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01816819
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01910806
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt063589
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt066878
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01844486
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01939905
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt063589
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt066878
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0383548660
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt093664
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FONTANA CHAMBER ARTS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt093664
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0146189
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1125854
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2109062
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3141107
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4133567
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5119066
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIDELITY ADVISOR NEW INSIGHTS FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HARTFORD DIVIDEND GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2S&P 500 INDEX ISHARES
IRS990ScheduleD/OtherSecuritiesGrp/Desc3COLUMBIA DIVIDEND OPPORTUNITY FUND CL Z
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VANGUARD INTERMEDIATE TERM TREASURY ADMIRAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc5VANGUARD SHORT TERM CORP BD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0774845
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt093664
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 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VII Contact Addresses for Officers, Directors, Etc
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/TotalAssetsBOYAmt01702075
IRS990/TotalAssetsEOYAmt01663971
IRS990/TotalAssetsGrp/BOYAmt01702075
IRS990/TotalAssetsGrp/EOYAmt01663971
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017907
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt096333
IRS990/TotalFunctionalExpensesGrp/TotalAmt0114240
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01702075
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01663971
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt096333
IRS990/TotalReportableCompFromOrgAmt018443
IRS990/TotalRevenueGrp/ExclusionAmt076136
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076136
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01702075
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01663971
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0GREENLEAF TRUST 211 SOUTH ROSE ST
IRS990/USAddress/CityNm0KALAMAZOO
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0N DEAN MACVICAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP, GREENLEAF TRUST
ReturnHeader/BusinessOfficerGrp/PhoneNum02693889800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-26
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08E83D8C0533C91088CCD74402BF58C42BE95978D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.59.56.31
ReturnHeader/FilingSecurityInformation/IPDt02017-10-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:39:58
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/PreparationDt02017-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James G Thompson CPA

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.$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
2016Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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