Civic Intelligence

Southwest Michigan Caddy Foundation

EIN 45-2154750 • 501(c)3 • Lemont, IL

Profile

SCHOLARSHIPS

12301 S New Ave Apt ALemont, IL 60439

swmcaddy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

-7.2%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$405,746

Up $37,933 (+10%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$405,746

Up $37,933 (+10%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$106,950

Down $8,317 (-7.2%) from 2022

Expenses

Down

$69,017

Down $12,659 (-15%) from 2022

Net Income

Up

$37,933

Up $4,342 (+13%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2013: $83,726Net Assets 2013: $83,7262013Assets 2014: $116,433Net Assets 2014: $116,4332014Assets 2015: $165,437Liabilities 2015: $400Net Assets 2015: $165,0372015Assets 2016: $207,428Net Assets 2016: $207,4282016Assets 2017: $250,133Liabilities 2017: $400Net Assets 2017: $249,7332017Assets 2018: $296,831Liabilities 2018: $400Net Assets 2018: $296,4312018Assets 2019: $311,041Liabilities 2019: $02019Assets 2020: $307,914Net Assets 2020: $307,9142020Assets 2021: $334,222Net Assets 2021: $334,2222021Assets 2022: $367,813Net Assets 2022: $367,8132022Assets 2023: $405,746Net Assets 2023: $405,7462023

Highlighted filing

2023

Assets$405,746
Liabilities-
Net Assets$405,746
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $57,850Expenses 2013: $24,420Net Income 2013: $33,4302013Revenue 2014: $66,610Expenses 2014: $33,903Net Income 2014: $32,7072014Revenue 2015: $92,950Expenses 2015: $44,346Net Income 2015: $48,6042015Revenue 2016: $83,375Expenses 2016: $40,984Net Income 2016: $42,3912016Revenue 2017: $103,967Expenses 2017: $61,662Net Income 2017: $42,3052017Revenue 2018: $118,877Expenses 2018: $72,179Net Income 2018: $46,6982018Revenue 2019: $88,750Expenses 2019: $74,140Net Income 2019: $14,6102019Revenue 2020: $42,932Expenses 2020: $46,059Net Income 2020: -$3,1272020Revenue 2021: $95,200Expenses 2021: $68,892Net Income 2021: $26,3082021Revenue 2022: $115,267Expenses 2022: $81,676Net Income 2022: $33,5912022Revenue 2023: $106,950Expenses 2023: $69,017Net Income 2023: $37,9332023

Highlighted filing

2023

Revenue$106,950
Expenses$69,017
Net Income$37,933
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$405,746
Liabilities
-
Net assets
$405,746
Revenue
$106,950
Expenses
$69,017
Net income
$37,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.06$4.06$1.07$0.69$0.38
2022Detailed filing. Detailed filing data is available for this year.$3.68$3.68$1.15$0.82$0.34
2021Detailed filing. Detailed filing data is available for this year.$3.34$3.34$0.95$0.69$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.08$3.08$0.43$0.46$0.03
2019Summary only. Only limited summary data is available for this year.$3.11$0.00$0.89$0.74$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.96$1.19$0.72$0.47
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$1.04$0.62$0.42
2016Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.83$0.41$0.42
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.93$0.44$0.49
2014Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.67$0.34$0.33
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.58$0.24$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 11, 2024
Return Version
2023v5.0
Gross Receipts
$106,950
Mission and Program Overview

Mission

SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
COLLEGE SCHOLARSHIPS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED FREDIHEIMTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Michigan Caddy Foundation
EIN
45-2154750
Phone
6307554218
Address
12301 S NEW AVE APT A, Lemont, IL 60439

Signing Officer

Name
William Carpenter
Title
Treasurer
Phone
6307554218
Signed
2024-06-11
Discuss with paid preparer
Yes

Preparer

Firm
W C Carpenter & Co
Address
2333 Carlow Dr, Darien, IL 60561
Preparer
William Carpenter
Phone
6309100885
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Scholarships, Grantee Various, Cash Grant 44,000, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“WEBSITE 120”

Form 990-EZ, Part I, Line 16, Other Expenses

“PROFESSIONAL FEES 136”

Form 990-EZ, Part I, Line 16, Other Expenses

“INSURANCE 889”

Form 990-EZ, Part I, Line 16, Other Expenses

“CADDY BIBS/FEES 4,160”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK FEES 25”

Form 990-EZ, Part I, Line 16, Other Expenses

“TEE GIFTS 2,678”

Form 990-EZ, Part I, Line 16, Other Expenses

“Lost dunes event fees 17,009”

Raw XML Appendix145 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ED FREDIHEIM
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VOLUNTEER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM CARPENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum06307554218
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012301 S NEW AVE UNIT A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060439
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0367813
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0405746
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0106950
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037933
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0367813
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0405746
IRS990EZ/GrantsAndSimilarAmountsPaidAmt044000
IRS990EZ/GrossReceiptsAmt0106950
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0367813
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0405746
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0367813
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0405746
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ED FREDIHEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025017
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE SCHOLARSHIPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt069017
IRS990EZ/TotalRevenueAmt0106950
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SWMCADDY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0106950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0115267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt095200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt088750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0449099
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0449099
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0106950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0115267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088750
IRS990ScheduleA/Total509Grp/TotalAmt0449099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0106950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0115267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088750
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0449099
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships, Grantee Various, Cash Grant 44,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROFESSIONAL FEES 136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CADDY BIBS/FEES 4,160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEE GIFTS 2,678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LOST DUNES EVENT FEES 17,009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06307554218
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST MICHIGAN CADDY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0452154750
ReturnHeader/Filer/PhoneNum06307554218
ReturnHeader/Filer/USAddress/AddressLine1Txt012301 S NEW AVE APT A
ReturnHeader/Filer/USAddress/CityNm0Lemont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060439
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363179020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0W C Carpenter & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02333 Carlow Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Darien
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060561
ReturnHeader/PreparerPersonGrp/PhoneNum06309100885
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Carpenter
ReturnHeader/ReturnTs02024-06-11T07:39:10-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARPENTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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