Civic Intelligence

Grosse Pointe - Ea

990 • Fiscal year 2023 • EIN 51-0147226

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 29, 2024

18348 Mack AveGrosse Pointe Farms, MI 48236

(313) 469-8193

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-38%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

55th percentile

$2,600

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

15th percentile

-16%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-1.4%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$294,738

Down $54,571 (-16%) from 2022

Net Assets

Down

$293,761

Down $54,963 (-16%) from 2022

Liabilities

Up

$977

Up $392 (+67%) from 2022

Revenue

Down

$143,940

Down $2,044 (-1.4%) from 2022

Expenses

Up

$198,903

Up $15,257 (+8.3%) from 2022

Net Income

Down

-$54,963

Down $17,301 (-46%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $140,499Liabilities 2011: $131Net Assets 2011: $140,3682011Assets 2012: $119,666Liabilities 2012: $483Net Assets 2012: $119,1832012Assets 2013: $132,648Liabilities 2013: $93Net Assets 2013: $132,5552013Assets 2014: $95,872Liabilities 2014: $142Net Assets 2014: $95,7302014Assets 2015: $218,582Liabilities 2015: $286Net Assets 2015: $218,2962015Assets 2016: $111,006Liabilities 2016: $534Net Assets 2016: $110,4722016Assets 2017: $188,619Liabilities 2017: $3,713Net Assets 2017: $184,9062017Assets 2018: $179,084Liabilities 2018: $2,749Net Assets 2018: $176,3352018Assets 2019: $238,161Liabilities 2019: $1,403Net Assets 2019: $236,7582019Assets 2020: $306,892Liabilities 2020: $465Net Assets 2020: $306,4272020Assets 2021: $361,588Liabilities 2021: $0Net Assets 2021: $361,5882021Assets 2022: $349,309Liabilities 2022: $585Net Assets 2022: $348,7242022Assets 2023: $294,738Liabilities 2023: $977Net Assets 2023: $293,7612023Assets 2024: $224,367Liabilities 2024: $118,610Net Assets 2024: $105,7572024Assets 2025: $128,769Liabilities 2025: $100Net Assets 2025: $128,6692025

Highlighted filing

2023

Assets$294,738
Liabilities$977
Net Assets$293,761

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $182,2322011Expenses 2012: $201,9362012Expenses 2013: $191,2342013Revenue 2014: $126,094Expenses 2014: $162,919Net Income 2014: -$36,8252014Revenue 2015: $168,410Expenses 2015: $45,844Net Income 2015: $122,5662015Revenue 2016: $141,985Expenses 2016: $249,809Net Income 2016: -$107,8242016Revenue 2017: $143,758Expenses 2017: $69,324Net Income 2017: $74,4342017Revenue 2018: $138,617Expenses 2018: $147,188Net Income 2018: -$8,5712018Revenue 2019: $141,755Expenses 2019: $81,332Net Income 2019: $60,4232019Revenue 2020: $142,147Expenses 2020: $72,478Net Income 2020: $69,6692020Revenue 2021: $107,067Expenses 2021: $51,906Net Income 2021: $55,1612021Revenue 2022: $145,984Expenses 2022: $183,646Net Income 2022: -$37,6622022Revenue 2023: $143,940Expenses 2023: $198,903Net Income 2023: -$54,9632023Revenue 2024: $137,143Expenses 2024: $325,152Net Income 2024: -$188,0092024Revenue 2025: $124,314Expenses 2025: $101,413Net Income 2025: $22,9012025

Highlighted filing

2023

Revenue$143,940
Expenses$198,903
Net Income-$54,963
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 29, 2024
Return Version
2022v5.0
Gross Receipts
$143,940
Mission and Program Overview

Mission

To improve Education and Educational Program of the Grosse Pointe Public Schools

To improve education and the educational program of the grosse pointe public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$166,675$166,758▲ $83
Cash and Non-Interest-Bearing Accounts$182,629$127,974▼ $54,655
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$349,309$294,738▼ $54,571
Other Assets Total$5$6▲ $1
Liabilities
Accounts Payable and Accrued Expenses$585$977▲ $392
Total Liabilities$585$977▲ $392
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$348,724$293,761▼ $54,963
Total Net Assets Fund Balance$348,724$293,761▼ $54,963
Total Liabilities and Net Assets / Fund Balance$349,309$294,738▼ $54,571

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$4,027$4,027
Compensation and Service Providers

Employees

NameTitleBaseTotal
Jacqueline ShelsonPresident$2,600$2,600
Andrea WardVice President$1,753$1,753
Taryn LoughlinPresident$1,675$1,675
Pam AlbrechtVice President$1,553$1,553
Brian StackpooleDirector$1,500$1,500
James FisherDirector$1,500$1,500

Board Members and Trustees

NameTitle
Andrew PraedelDirector
Jason WolfsenDirector
Robert McIntyreDirector
Tamera DuffieldDirector
Nan SabellaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,300
Program Service Revenue
$140,557
Investment Income
$83
Other Revenue
$0
All Other Contributions
$3,300
Change in Net Assets
$-54,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$155,719
Other Expenses$39,884
Grants and Similar Amounts Paid$3,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$138,387--$138,387
Other Salaries and Wages$11,211$4,805-$16,016
Occupancy$5,576$2,389-$7,965
Fees for Services Other$3,008$1,289-$4,297
Foreign Grants$3,300--$3,300
Office Expenses$1,327$569-$1,896
All Other Expenses$1,229$527-$1,756
Other Expenses$1,192$511-$1,703
Payroll Taxes$1,316--$1,316
Fees for Services Accounting$709$304-$1,013
Insurance$421$180-$601
Travel$291$125-$416
Total Functional Expenses$182,133$16,770$0$198,903
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The services of the president are provided to the organization under a mangement services agreement with an unrelated party, compensated the president for services rendered to the organization

Form 990, Part VI, Section B, Line 11B

The 990 is recieved by the organization's president who reviews the return for accuracy. Upon the co-president's approval, the 990 is made available to the board of directors in electronic format. After any concerns presented by the board are addresses, the president signs and files the return.

Form 990, Part VI, Section B, Line 15A

The services of the co-president are provided to the organization under a management services agreement with an unrelated party. A study is performed by the budget committee and is approved by the executive board. Once the board of delegates gives the final approval, a record of the decision is retained by the organization.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Grosse Pointe- EA
EIN
51-0147226
Phone
3134698193
Address
18348 Mack Ave, Grosse Pointe Farms, MI 48236

Signing Officer

Name
Jacqueline Shelson
Title
President
Signed
2024-01-29
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
30

Preparer

Firm
Grace CPA Services-Tax
Address
696 Lochmoor Boulevard, Grosse Pointe Woods, MI 48236
Preparer
Stephanie Grace
Phone
6168486144
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IRS990/OtherExpensesGrp/ProgramServicesAmt13361
IRS990/OtherExpensesGrp/ProgramServicesAmt21670
IRS990/OtherExpensesGrp/ProgramServicesAmt31192
IRS990/OtherExpensesGrp/TotalAmt013050
IRS990/OtherExpensesGrp/TotalAmt14801
IRS990/OtherExpensesGrp/TotalAmt22386
IRS990/OtherExpensesGrp/TotalAmt31703
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04805
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011211
IRS990/OtherSalariesAndWagesGrp/TotalAmt016016
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01316
IRS990/PayrollTaxesGrp/TotalAmt01316
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0140557
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0140557
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01372
IRS990/PYInvestmentIncomeAmt01125
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt035402
IRS990/PYProgramServiceRevenueAmt0144859
IRS990/PYRevenuesLessExpensesAmt0-37662
IRS990/PYSalariesCompEmpBnftPaidAmt0146872
IRS990/PYTotalExpensesAmt0183646
IRS990/PYTotalRevenueAmt0145984
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-54963
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0143940
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0166675
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0166758
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04027
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04027
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SERVICES OF THE PRESIDENT ARE PROVIDED TO THE ORGANIZATION UNDER A MANGEMENT SERVICES AGREEMENT WITH AN UNRELATED PARTY, COMPENSATED THE PRESIDENT FOR SERVICES RENDERED TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS RECIEVED BY THE ORGANIZATION'S PRESIDENT WHO REVIEWS THE RETURN FOR ACCURACY. UPON THE CO-PRESIDENT'S APPROVAL, THE 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS IN ELECTRONIC FORMAT. AFTER ANY CONCERNS PRESENTED BY THE BOARD ARE ADDRESSES, THE PRESIDENT SIGNS AND FILES THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SERVICES OF THE CO-PRESIDENT ARE PROVIDED TO THE ORGANIZATION UNDER A MANAGEMENT SERVICES AGREEMENT WITH AN UNRELATED PARTY. A STUDY IS PERFORMED BY THE BUDGET COMMITTEE AND IS APPROVED BY THE EXECUTIVE BOARD. ONCE THE BOARD OF DELEGATES GIVES THE FINAL APPROVAL, A RECORD OF THE DECISION IS RETAINED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0349309
IRS990/TotalAssetsEOYAmt0294738
IRS990/TotalAssetsGrp/BOYAmt0349309
IRS990/TotalAssetsGrp/EOYAmt0294738
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03300
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016770
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182133
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198903
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0585
IRS990/TotalLiabilitiesEOYAmt0977
IRS990/TotalLiabilitiesGrp/BOYAmt0585
IRS990/TotalLiabilitiesGrp/EOYAmt0977
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0348724
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0293761
IRS990/TotalProgramServiceExpensesAmt0181739
IRS990/TotalProgramServiceRevenueAmt0140557
IRS990/TotalReportableCompFromOrgAmt010581
IRS990/TotalRevenueGrp/ExclusionAmt083
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140557
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0143940
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0349309
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0294738
IRS990/TravelGrp/ManagementAndGeneralAmt0125
IRS990/TravelGrp/ProgramServicesAmt0291
IRS990/TravelGrp/TotalAmt0416
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt018348 Mack Ave
IRS990/USAddress/CityNm0Grosse Pointe Farms
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048236
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacqueline Shelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Grosse Pointe- EA
ReturnHeader/Filer/BusinessNameControlTxt0GROS
ReturnHeader/Filer/EIN0510147226
ReturnHeader/Filer/PhoneNum03134698193
ReturnHeader/Filer/USAddress/AddressLine1Txt018348 Mack Ave
ReturnHeader/Filer/USAddress/CityNm0Grosse Pointe Farms
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048236
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841780464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grace CPA Services-Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0696 Lochmoor Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grosse Pointe Woods
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048236
ReturnHeader/PreparerPersonGrp/PhoneNum06168486144
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Grace
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-01-29T08:53:44-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jacqueline

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.24$1.01$0.23
2024Detailed filing. Detailed filing data is available for this year.$2.24$1.19$1.06$1.37$3.25$1.88
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.01$2.94$1.44$1.99$0.55
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.01$3.49$1.46$1.84$0.38
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$1.07$0.52$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.06$1.42$0.72$0.70
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.01$2.37$1.42$0.81$0.60
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.03$1.76$1.39$1.47$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.04$1.85$1.44$0.69$0.74
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$1.42$2.50$1.08
2015Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.18$1.68$0.46$1.23
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.26$1.63$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$1.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.19$2.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$1.82