SHELBY COMMUNITY FOUNDATION

EIN: 383341102 501(c)(3)

ALMONT, MI

Total Revenue
N/A
Total Expenses
$878,438
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
MI
Principal Officer
NANCY BATES
Phone
8107980909
Tax Period
2021-01-01 to 2021-12-31

Mission

TO AID IN THE FULFILLMENT OF THE CHARITABLE FUNCTIONS OF THE SHELBY TOWNSHIP, MI COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $878,438
Other Expenses $878,438
TOTAL EXPENSES $878,438

Year-over-Year Comparison

2021 2020 Change
Revenue N/A $50,996 -1.0%
Expenses $878,438 $50,698 +16.3%
Net Income N/A $298 N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
4

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA KIEL DIRECTOR 0.00
Director
$0 $0 $0
KIMBERLY ENDERS CHAIRPERSON 0.00
Officer
$0 $0 $0
LINDA STOUT TREASURER 0.00
Officer
$0 $0 $0
NANCY BATES SECRETARY 0.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 No data $878,438 No data No data
2020 $50,996 $50,698 $878,438 $298
2019 $103,212 $116,988 $860,088 $-13,776
2018 $85,456 $55,806 $779,525 $29,650
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