Civic Intelligence

Michigan'S Great Southwest Strategic

EIN 81-1493607 • 501(c)3 • Benton Harbor, MI

Profile

The mission of the corporation is to assist in building michigan's great southwest into a vibrant and prosperous region to live, learn, work, invest, grow, play and retire for everyone

175 W Main StreetBenton Harbor, MI 49022

drivegreatness.com

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

99th percentile

$130,246

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 36.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-0.8%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$444,389

Up $73,126 (+20%) from 2019

Liabilities

Down

$4,327

Down $7,259 (-63%) from 2019

Net Assets

Up

$440,062

Up $80,385 (+22%) from 2019

Revenue

Down

$353,800

Down $2,735 (-0.8%) from 2019

Expenses

Down

$273,415

Down $250,950 (-48%) from 2019

Net Income

Up

$80,385

Up $248,215 (+148%) from 2019

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2016: $871,402Liabilities 2016: $31,513Net Assets 2016: $839,8892016Assets 2017: $711,419Liabilities 2017: $7,076Net Assets 2017: $704,3432017Assets 2018: $562,620Liabilities 2018: $35,113Net Assets 2018: $527,5072018Assets 2019: $371,263Liabilities 2019: $11,586Net Assets 2019: $359,6772019Assets 2020: $444,389Liabilities 2020: $4,327Net Assets 2020: $440,0622020

Highlighted filing

2020

Assets$444,389
Liabilities$4,327
Net Assets$440,062

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,265,317Expenses 2016: $425,428Net Income 2016: $839,8892016Revenue 2017: $434,193Expenses 2017: $569,739Net Income 2017: -$135,5462017Revenue 2018: $376,295Expenses 2018: $553,131Net Income 2018: -$176,8362018Revenue 2019: $356,535Expenses 2019: $524,365Net Income 2019: -$167,8302019Revenue 2020: $353,800Expenses 2020: $273,415Net Income 2020: $80,3852020

Highlighted filing

2020

Revenue$353,800
Expenses$273,415
Net Income$80,385

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 11, 2021
Return Version
2020v4.1
Gross Receipts
$353,800
Mission and Program Overview

Mission

The mission of the corporation is to assist in building michigan's great southwest into a vibrant and prosperous region to live, learn, work, invest, grow, play and retire for everyone

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$278,546$265,953▼ $12,593
Cash and Non-Interest-Bearing Accounts$92,392$177,336▲ $84,944
Accounts Receivable-$1,100-
Prepaid Expenses and Deferred Charges$325$0▼ $325
Total Assets$371,263$444,389▲ $73,126
Liabilities
Accounts Payable and Accrued Expenses$11,586$4,327▼ $7,259
Total Liabilities$11,586$4,327▼ $7,259
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$359,677$440,062▲ $80,385
Total Net Assets Fund Balance$359,677$440,062▲ $80,385
Total Liabilities and Net Assets / Fund Balance$371,263$444,389▲ $73,126

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$176,924$23,076$200,000
Leasehold Improvements$87,029$14,179$101,208
Equipment$2,000$18,000$20,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John ProosExecutive DirectorFT$130,246-$130,246
Susan CooperSecretary-$31,225$3,450$34,675

Board Members and Trustees

NameTitle
Dr Loren HamelCo-chair
Jeff FettigCo-chair
Jacqui WinshipVice Chair
Al PscholkaDirector
Andrea LuxtonDirector
Anna MurphyDirector
David WhitwamDirector
Jeff NoelDirector
Joel GebbieDirector
John EgelhaafDirector
Lynn KelloggDirector
Michael GareyDirector
Michael TodmanDirector
Norma TiradoDirector
Rob ClevelandDirector
Robert HarrisonDirector
Thomas BruceDirector
Trevor KubatzkeDirector
William MarohnDirector
Ann CardonDirector - Part Year
Todd GustafsonDirector - Part Year
Ron GriesingerTreasurer and CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Jp4 Government Solutions LLCExecutive Director2695 HILLVIEW LN, St Joseph, MI 49085$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$342,800
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$11,000
All Other Contributions
$342,800
Change in Net Assets
$80,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$353,800
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$353,800
Total Revenue per Form 990
$353,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,730
Salaries, Compensation, and Employee Benefits$37,485
Grants and Similar Amounts Paid$36,200
Total Fundraising Expense$16,041
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$112,757$12,002$15,000$139,759
Grants to Domestic Orgs$36,200--$36,200
Current Officers, Directors, Trustees, and Key Employees$12,490$17,954$781$31,225
Fees for Services Accounting-$19,143-$19,143
Depreciation Depletion$12,256$283$54$12,593
Occupancy$11,213$259$50$11,522
Office Expenses$2,811$2,461-$5,272
Fees for Services Legal$4,606$50-$4,656
Insurance-$3,883-$3,883
Other Employee Benefits$1,380$1,984$86$3,450
Payroll Taxes$1,124$1,616$70$2,810
Other Expenses$1,074$220-$220
Information Technology$216--$216
Travel$80$55-$135
Conferences and Meetings$80--$80
Total Functional Expenses$196,287$61,087$16,041$273,415

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$273,415
Total Expenses per Audited Statements$273,415
Total Expenses per Form 990$273,415
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Whirpool Collective Impact FundBenton Harbor, MI-Concurrent Mission Support$31,200
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

A draft copy of the form 990 is reviewed by management prior to filing with the irs. After filing with the irs, the form 990 is available to all board members upon request.

Form 990, Part VI, Section B, Line 12C

Annually, all board members are required to complete a conflict questionnaire. The completed questionnaires are reviewed by the secretary of the board to determine whether an actual conflict exists. If there are any decisions/determinations that are related to a conflict, the member is recused.

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

The process for determining compensation for the organization's executive director includes review and approval by a board-appointed compensation committee, utilizing comparable benchmarks from similar positions of similar organizations, as well as performance feedback from volunteer leaders. This process was undertaken in 2020.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at the leadership council office.

Filing and Contact Details

Filer

Filer Name
MICHIGAN'S GREAT SOUTHWEST STRATEGIC
EIN
81-1493607
Phone
2692775201
Address
175 W MAIN STREET, BENTON HARBOR, MI 49022

Signing Officer

Name
Ronald F Griesinger
Title
Treasurer
Phone
2692775201
Signed
2021-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Fettig
Formed
2016
Legal Domicile
Mi
Voting Board Members
19
Independent Board Members
19
Employees
1
Volunteers
145

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Tina Peters
Phone
2695674500
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4A, PROGRAM SERVICES ACCOMPLISHMENTS:

The leadership accelerator graduated an additional 38 alumni for a total of over 130 alumni in four years. These alumni are prepared and many take opportunities to engage in their community in meaningful ways, 41% of graduates volunteer their time and talents to improve the quality of life of everyone. More than 160 local leaders representing more than 90 local organizations (business, government, nonprofit, education) are actively engaged in one or more of our key priorities as a council. The success of the council is the people who have engaged to solve problems and work together to remove barriers and execute. Many of these leaders would otherwise not cross paths. The goal of the council is to select key priorities to address, connect a number of key leaders and stakeholders and find a way to make the execution and operation sustainable by "finding a home" within the community where the initiative can carry on. For example, the leadership accelerator, after four years of operation and management by the mgsslc, was transferred to a strong partner agency and a key driver of the initiative, the kinexus group, to operate and manage in the future. We consider that priority now "graduated" from the mgsslc; we will, however, continue to support and assist the kinexus group in the direction and success of this key initiative for berrien county. The council's intent is to act as a collective impact group to take ideas and initiatives further together. The council has formed a common vision and selected and prioritized major initiatives. The intended outcomes ultimately will improve the quality of life for everyone in our community. The increase in jobs, household income, graduation rates, great talent available, and government services for everyone are some of the most significant outcomes we track and measure. Our current major priorities are 1. Transportation & mobility, 2. Safe & affordable housing, 3. Harbor redevelopment, and 4. Local government efficiency and intergovernmental cooperation. The fundamental key requirements to achieve breakthrough results include: 1. Collaboration 2. Leadership at all levels notable accomplishments include: 1. Multiple municipalities have signed resolutions supporting requests for grants and improvements to their communities. 2. Connecting our communities through trails non-motorized pathways has made significant advancements as municipalities and the county are working together to line up plans to connect and create a connected network. 3. 17 of 39 berrien county municipalities have joined the best practice committee to share insights and best practices, support one another with common agenda items (water systems), and are working in the spirit of "a win for one community is a win for berrien county." 4. A third party expert in public transit worked with the four independent public transit providers, their respective cities, the county, and the planning commission to come up with a solution to increase transit service available today for 58% to 100% of the residents. This could significantly impact the lives of many in our community to improve accessibility to work, education, healthcare, and life necessities. The council as a whole meets bi-annually. At these summits, leaders share updates on the priorities, they let fellow community leaders know what is needed to be successful (money, talent, etc.), and new emerging or escalating issues or opportunities are discussed. In 2018, the concept of a harbor development project has emerged and is growing in relevance and the opportunity to impact housing, jobs, and recreational opportunities in the benton harbor/st. Joseph michigan area. This is projected to be finalized by late q3 in 2021. The council determined that safe and affordable housing required significant research and data collection to better understand the problem definition and the potential solutions. Through a lengthy analysis of over 40 stakeholders, it was determined that the counci

Form 990, Part IX, Line 11G

Contract service fees: program service expenses 96,000. Management and general expenses 12,002. Fundraising expenses 15,000. Total expenses 123,002. Other professional fees: program service expenses 16,757. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,757.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt22TREASURER AND CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt23SECRETARY
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IRS990/MembersOrStockholdersInd00
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IRS990ScheduleA/TotalSupportAmt02634669
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

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