Civic Intelligence

Vance Memorial Fund UW

990 • Fiscal year 2020 • EIN 56-6045849

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-75%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$21,628

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 35.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

21st percentile

-2.9%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-67%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,565,375

Down $46,213 (-2.9%) from 2019

Net Assets

Down

$1,565,375

Down $46,213 (-2.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin5th percentile

Revenue

Down

$60,986

Down $125,217 (-67%) from 2019

Expenses

Up

$106,511

Up $4,981 (+4.9%) from 2019

Net Income

Down

-$45,525

Down $130,198 (-154%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2020

Assets$1,565,375
Liabilities$0
Net Assets$1,565,375
Open 2020 Filing

Operations Trend

Revenue Growth4th 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

2020

Revenue$60,986
Expenses$106,511
Net Income-$45,525
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.0
Gross Receipts
$574,621
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$1,576,873$1,539,982▼ $36,891
Investments in Publicly Traded Securities$1,506,324$1,468,109▼ $38,215
Savings and Temporary Cash Investments$105,263$97,266▼ $7,997
Rtn Earn Endowment Incm Other Fnds$34,715$25,393▼ $9,322
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$1,611,588$1,565,375▼ $46,213
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,611,588$1,565,375▼ $46,213
Total Liabilities and Net Assets / Fund Balance$1,611,588$1,565,375▼ $46,213
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$21,628$21,628
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$60,986
Other Revenue
$0
Change in Net Assets
$-45,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,840
Salaries, Compensation, and Employee Benefits$21,628
Other Expenses$2,043
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$82,840--$82,840
Current Officers, Directors, Trustees, and Key Employees-$21,628-$21,628
Fees for Services Accounting-$1,175-$1,175
All Other Expenses-$868-$868
Total Functional Expenses$82,840$23,671$0$106,511
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cabarrus County Boys Club IncConcord, NC501 (c) 3General Operating Support$10,355
Children's Hope AllianceBarium Springs, NC501 (c) 3General Operating Support$10,355
Crossnore SchoolCrossnore, NC501 (c) 3General Operating Support$10,355
Masonic & Eastern Star HomeGreensboro, NC501 (c) 3General Operating Support$10,355
Masonic Home For Children at OxfordOxford, NC501 (c) 3General Operating Support$10,355
Nazareth Children's Home IncRockwell, NC501 (c) 3General Operating Support$10,355
The Florence Crittenton ServicesCharlotte, NC501 (c) 3General Operating Support$10,355
Thompson Children's HomeMatthews, NC501 (c) 3General Operating Support$10,355
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
Annual disclosure for covered persons
Yes
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
Yes
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”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“At each annual meeting the members of the trustee oversight council prepared and disclosed annual conflict of interests. As grantee organizations were discussed a trustee member would recuse themselves from voting if a conflict was present and the conflict would be noted in the minutes.”

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
2021-05-11
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2020 transactions posted in 2021 (685), rounding (3)”

Raw XML Appendix397 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/PurposeOfGrantTxt4General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5General Operating Support
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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
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1Barium Springs
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Matthews
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Crossnore
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Rockwell
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Charlotte
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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
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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/ExplanationTxt2AT EACH ANNUAL MEETING THE MEMBERS OF THE TRUSTEE OVERSIGHT COUNCIL PREPARED AND DISCLOSED ANNUAL CONFLICT OF INTERESTS. AS GRANTEE ORGANIZATIONS WERE DISCUSSED A TRUSTEE MEMBER WOULD RECUSE THEMSELVES FROM VOTING IF A CONFLICT WAS PRESENT AND THE CONFLICT WOULD BE NOTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Forms are available upon written request to the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42020 TRANSACTIONS POSTED IN 2021 (685), ROUNDING (3)
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/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08004000439
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VANCE MEMORIAL FUND UW
ReturnHeader/Filer/BusinessNameControlTxt0VANC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02021-05-11T15:00:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,565,375
Liabilities
$0
Net assets
$1,565,375
Revenue
$60,986
Expenses
$106,511
Net income
-$45,525
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