Civic Intelligence

Vance Memorial Fund UW

990 • Fiscal year 2016 • EIN 56-6045849

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization ProfileN/A
PO Box 3636Grand Rapids, MI 49501-3636

(800) 400-0439

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

5th percentile

-71%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

38th percentile

$20,171

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 33.6% of source-year revenue.

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

Asset Growth

31st percentile

-2.7%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,559,326

Down $42,508 (-2.7%) from 2015

Net Assets

Down

$1,559,326

Down $42,508 (-2.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin5th percentile

Revenue

Down

$60,029

Down $151,589 (-72%) from 2015

Expenses

Down

$102,532

Down $2,353 (-2.2%) from 2015

Net Income

Down

-$42,503

Down $149,236 (-140%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,495,726Liabilities 2014: $0Net Assets 2014: $1,495,7262014Assets 2015: $1,601,834Liabilities 2015: $0Net Assets 2015: $1,601,8342015Assets 2016: $1,559,326Liabilities 2016: $0Net Assets 2016: $1,559,3262016Assets 2017: $1,505,835Liabilities 2017: $0Net Assets 2017: $1,505,8352017Assets 2018: $1,526,902Liabilities 2018: $0Net Assets 2018: $1,526,9022018Assets 2019: $1,611,588Liabilities 2019: $0Net Assets 2019: $1,611,5882019Assets 2020: $1,565,375Liabilities 2020: $0Net Assets 2020: $1,565,3752020Assets 2021: $1,620,920Liabilities 2021: $0Net Assets 2021: $1,620,9202021Assets 2022: $1,537,983Liabilities 2022: $0Net Assets 2022: $1,537,9832022Assets 2023: $1,521,594Liabilities 2023: $0Net Assets 2023: $1,521,5942023Assets 2024: $1,590,848Liabilities 2024: $0Net Assets 2024: $1,590,8482024

Highlighted filing

2016

Assets$1,559,326
Liabilities$0
Net Assets$1,559,326
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $114,289Expenses 2014: $107,202Net Income 2014: $7,0872014Revenue 2015: $211,618Expenses 2015: $104,885Net Income 2015: $106,7332015Revenue 2016: $60,029Expenses 2016: $102,532Net Income 2016: -$42,5032016Revenue 2017: $50,960Expenses 2017: $104,451Net Income 2017: -$53,4912017Revenue 2018: $126,621Expenses 2018: $105,554Net Income 2018: $21,0672018Revenue 2019: $186,203Expenses 2019: $101,530Net Income 2019: $84,6732019Revenue 2020: $60,986Expenses 2020: $106,511Net Income 2020: -$45,5252020Revenue 2021: $165,560Expenses 2021: $110,320Net Income 2021: $55,2402021Revenue 2022: $41,099Expenses 2022: $123,823Net Income 2022: -$82,7242022Revenue 2023: $95,083Expenses 2023: $111,228Net Income 2023: -$16,1452023Revenue 2024: $180,253Expenses 2024: $111,135Net Income 2024: $69,1182024

Highlighted filing

2016

Revenue$60,029
Expenses$102,532
Net Income-$42,503
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Gross Receipts
$406,074
Mission and Program Overview

Mission

Trust assets are invested to provide income to be distributed to the charities named in the governing document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,579,713$1,541,926▼ $37,787
Investments in Publicly Traded Securities$1,553,604$1,516,444▼ $37,160
Savings and Temporary Cash Investments$48,229$42,882▼ $5,347
Rtn Earn Endowment Incm Other Fnds$22,121$17,400▼ $4,721
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$1,601,834$1,559,326▼ $42,508
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,601,834$1,559,326▼ $42,508
Total Liabilities and Net Assets / Fund Balance$1,601,834$1,559,326▼ $42,508
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
-Trustee$20,171$20,171
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$60,029
Other Revenue
$0
Change in Net Assets
$-42,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,420
Salaries, Compensation, and Employee Benefits$20,171
Other Expenses$1,941
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,420--$80,420
Current Officers, Directors, Trustees, and Key Employees-$20,171-$20,171
Fees for Services Accounting-$1,000-$1,000
All Other Expenses-$768-$768
Fees for Services Legal-$173-$173
Total Functional Expenses$80,420$22,112$0$102,532
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Barium Springs Home for ChildrenBarium Springs, NC501 (c) 3General Operating Support$8,936
Cabarrus County Boys Club IncConcord, NC501 (c) 3General Operating Support$8,936
Grandfather Home for ChildrenBanner Elk, NC501 (c) 3General Operating Support$8,936
Masonic & Eastern Star HomeGreensboro, NC501 (c) 3General Operating Support$8,936
Masonic Home For Children at OxfordOxford, NC501 (c) 3General Operating Support$8,936
Nazareth Children's Home IncRockwell, NC501 (c) 3General Operating Support$8,936
The Children's Home IncWinstonSalem, NC501 (c) 3General Operating Support$8,936
The Florence Crittenton ServicesCharlotte, NC501 (c) 3General Operating Support$8,936
Thompson Children's HomeMatthews, NC501 (c) 3General Operating Support$8,936
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

Part VI - Governance, Management, and Disclosure

“Documents are available upon written request to the organization.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by a tax officer of the trustee”

Form 990, Page 6, Part VI, Line 19

“Forms are available upon written request to the organization”

Filing and Contact Details

Filer

Filer Name
Vance Memorial Fund Uw
EIN
56-6045849
Phone
8004000439
Address
PO BOX 3636, GRAND RAPIDS, MI 49501-3636

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
8004000439
Signed
2017-04-27

Organization Details

Formed
1954
Legal Domicile
Nc
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“BALANCING”

Raw XML AppendixShowing 400 of 410 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/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3Thompson Childrens Home
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4The Children's Home
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5Nazareth Childrens Home
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6Florence Crittenton Svcs
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7Cabarrus Cnty Boys Club
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8Masonic Home for Children
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8General Operating Support
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Grandfather Home for Children
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Barium Springs Home for Children
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Thompson Children's Home
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4The Children's Home Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Nazareth Children's Home Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6The Florence Crittenton Services
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Cabarrus County Boys Club Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8Masonic Home For Children at Oxford
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0Attn Mark Kolada
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1Attn Jim Swinkola
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt2Attn Virginia A Amendum
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt3Attn George Bryan Jr
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt4Attn Josh Regan
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt5Attn Marilyn Thompson
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt6Attn Larry Hathcock
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt7Attn Luanne Clark
IRS990ScheduleI/RecipientTable/RecipientEIN0560529956
IRS990ScheduleI/RecipientTable/RecipientEIN1560529975
IRS990ScheduleI/RecipientTable/RecipientEIN2560529993
IRS990ScheduleI/RecipientTable/RecipientEIN3560547460
IRS990ScheduleI/RecipientTable/RecipientEIN4560547495
IRS990ScheduleI/RecipientTable/RecipientEIN5560556754
IRS990ScheduleI/RecipientTable/RecipientEIN6560577626
IRS990ScheduleI/RecipientTable/RecipientEIN7560577630
IRS990ScheduleI/RecipientTable/RecipientEIN8560603924
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0700 South Holden Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 98
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 41
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt36800 St Peters Lane
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41001 Reynolda Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO Box 1438
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 36392
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7247 Spring Street NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8600 College Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Greensboro
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Banner Elk
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Barium Springs
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Matthews
IRS990ScheduleI/RecipientTable/USAddress/CityNm4WinstonSalem
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Rockwell
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Concord
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Oxford
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027407
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd128604
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd228010
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd328105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd427104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd528138
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd628236
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd728025
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd827565
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to organizations named in the governing document to be used for the purposes and programs established by the trust instrument. No unsolicited requests for funds are accepted.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt09
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Documents are available upon written request to the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by a tax officer of the trustee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Forms are available upon written request to the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BALANCING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI - Governance, Management, and Disclosure
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01601834
IRS990/TotalAssetsEOYAmt01559326
IRS990/TotalAssetsGrp/BOYAmt01601834
IRS990/TotalAssetsGrp/EOYAmt01559326
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022112
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080420
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102532
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01601834
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01559326
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt080420
IRS990/TotalReportableCompFromOrgAmt020171
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt060029
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt060029
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01601834
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01559326
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010200 DAVID TAYLOR DRIVE
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028262
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08004000439
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VANCE MEMORIAL FUND UW
ReturnHeader/Filer/BusinessNameControlTxt0VANC
ReturnHeader/Filer/EIN0566045849
ReturnHeader/Filer/PhoneNum08004000439
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3636
ReturnHeader/Filer/USAddress/CityNm0GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,559,326
Liabilities
$0
Net assets
$1,559,326
Revenue
$60,029
Expenses
$102,532
Net income
-$42,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.18$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.17$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.19$0.10$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.10$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.06$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.21$0.10$0.11
2014Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$0.11$0.11$0.01