Civic Intelligence

Vance Memorial Fund UW

990 • Fiscal year 2019 • EIN 56-6045849

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 29, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

39th percentile

$21,468

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

47%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,611,588

Up $84,686 (+5.5%) from 2018

Net Assets

Up

$1,611,588

Up $84,686 (+5.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Up

$186,203

Up $59,582 (+47%) from 2018

Expenses

Down

$101,530

Down $4,024 (-3.8%) from 2018

Net Income

Up

$84,673

Up $63,606 (+302%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$1,611,588
Liabilities$0
Net Assets$1,611,588
Open 2019 Filing

Operations Trend

Revenue Growth87th 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

2019

Revenue$186,203
Expenses$101,530
Net Income$84,673
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 29, 2020
Return Version
2019v5.0
Gross Receipts
$1,650,556
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$1,502,467$1,576,873▲ $74,406
Investments in Publicly Traded Securities$1,468,296$1,506,324▲ $38,028
Savings and Temporary Cash Investments$58,605$105,263▲ $46,658
Rtn Earn Endowment Incm Other Fnds$24,435$34,715▲ $10,280
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Total Assets$1,526,902$1,611,588▲ $84,686
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,526,902$1,611,588▲ $84,686
Total Liabilities and Net Assets / Fund Balance$1,526,902$1,611,588▲ $84,686
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
-Trustee$21,468$21,468
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$186,203
Other Revenue
$0
Change in Net Assets
$84,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$77,494
Salaries, Compensation, and Employee Benefits$21,468
Other Expenses$2,568
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,494--$77,494
Current Officers, Directors, Trustees, and Key Employees-$21,468-$21,468
All Other Expenses-$1,568-$1,568
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$77,494$24,036$0$101,530
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cabarrus County Boys Club IncConcord, NC501 (c) 3General Operating Support$9,685
Children's Hope AllianceBarium Springs, NC501 (c) 3General Operating Support$9,685
Crossnore SchoolCrossnore, NC501 (c) 3General Operating Support$9,685
Masonic & Eastern Star HomeGreensboro, NC501 (c) 3General Operating Support$9,685
Masonic Home For Children at OxfordOxford, NC501 (c) 3General Operating Support$9,685
Nazareth Children's Home IncRockwell, NC501 (c) 3General Operating Support$9,685
The Florence Crittenton ServicesCharlotte, NC501 (c) 3General Operating Support$9,685
Thompson Children's HomeMatthews, NC501 (c) 3General Operating Support$9,685
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 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
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
2020-04-29

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

“Rounding”

Raw XML Appendix396 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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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
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Children's Hope Alliance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Thompson Children's Home
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Crossnore School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Nazareth Children's Home Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5The Florence Crittenton Services
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Cabarrus County Boys Club Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Masonic Home For Children at Oxford
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0Attn Mark Kolada
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1Attn Barbara Houghland
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt2Attn Mary Jo Powers
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt3Attn Caroline Hart
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt4Attn Josh Regan
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt5Attn Marilyn Thompson
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt6Attn Larry Hathcock
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IRS990ScheduleI/RecipientTable/RecipientEIN6560577630
IRS990ScheduleI/RecipientTable/RecipientEIN7560603924
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0700 South Holden Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 1
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt26800 St Peters Lane
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 249
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 1438
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO Box 36392
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 1405
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7600 College Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Greensboro
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Barium Springs
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Matthews
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Crossnore
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Rockwell
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Concord
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Oxford
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
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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/ZIPCd027407
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd128010
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2281058458
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd328616
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd428138
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd528236
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd628026
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd727565
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
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/ExplanationTxt3Rounding
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
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01526902
IRS990/TotalAssetsEOYAmt01611588
IRS990/TotalAssetsGrp/BOYAmt01526902
IRS990/TotalAssetsGrp/EOYAmt01611588
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024036
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt077494
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101530
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01526902
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01611588
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt077494
IRS990/TotalReportableCompFromOrgAmt021468
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0186203
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186203
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01526902
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01611588
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08004000439
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-29
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
ReturnHeader/Filer/USAddress/ZIPCd0495013636
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CB775ECB9F957A53CB8425E3172F98985EE39C04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB775ECB9F957A53CB8425E3172F98985EE39C04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.131.56.35
ReturnHeader/ReturnTs02020-04-29T13:00:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,611,588
Liabilities
$0
Net assets
$1,611,588
Revenue
$186,203
Expenses
$101,530
Net income
$84,673
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