Charitable Union in Battle Creek, Michigan (MI)

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Charitable Union
Employer Identification Number (EIN)381405611
Name of OrganizationCharitable Union
Address85 Calhoun St, Battle Creek, MI 49017-3844
SubsectionCharitable Organization
Ruling Date01/1938
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2014
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$1,086,146
Amount of Income$3,580,829
Form 990 Revenue Amount$3,578,962
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Gift Distribution


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Amount of income in 2014: $3,580,829 (it was $500,818 in 2013)
This organization: 

 $3,580,829
Other organizations performing similar types of work: 

 $78,142

Assets in 2014: $1,086,146 (it was $890,302 in 2013)
This organization: 

 $1,086,146
Other organizations performing similar types of work: 

 $101,276

Expenses in 2013: $590,479
This organization: 

 $590,479
Other organizations performing similar types of work: 

 $62,764

Income to expenses ratio in 2013: 6.1
Charitable Union: 

 6.1
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2013: 80.3%
This organization: 

 80.3%
Other organizations performing similar types of work: 

 99.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNo
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109653
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return1825
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$42,765$43,948
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$6,900$7,613
Total number of individuals who received more than $100,000 of reportable compensation from the organization00
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
201120122013
Total revenue$694,336$487,939$500,818
Contributions, Gifts, Grants and Other Similar Amounts$593,546$375,336$402,402
Program Service Revenue$20,371$22,392$11,975
624200$22,392$11,975
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$48$1,150$1,624
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$0$0$0
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$80,171$89,061$84,817
Gross sales of inventory, less returns and allowances$80,171$89,061$84,817
Less: cost of goods sold$0$0$0
Miscellaneous Revenue$200$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$450,470$490,100$590,479
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$48,601$50,620$52,362
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$183,888$196,326$265,177
Pension plan accruals and contributions$3,299$2,956
Other employee benefits$19,906$16,393
Payroll taxes$22,028$30,937$30,708
Fees for services (non-employees)
Management$0$0
Legal$100$0
Accounting$10,645$10,350
Lobbying$0$0
Professional fundraising services$5,606$1,415$0
Investment management fees$0$0
Other$3,755$4,078
Advertising and promotion$18,558$19,015
Office expenses$27,525$29,018
Information technology$0$0
Royalties$0$0
Occupancy$42,204$45,829
Travel$1,080$2,059
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$7,680$8,226
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$27,260$35,474
Insurance$4,554$1,740
Other expenses$30,006$52,451
Other expenses$8,672$8,622
Other expenses$5,426$5,946
Other expenses$132$75
Balance Sheet
201120122013
Total assets$966,327$965,798$890,302
Cash - non-interest-bearing$137,536$228,882
Savings and temporary cash investments$196,036$100,128
Pledges and grants receivable, net$0$0
Accounts receivable, net$122,184$40,860
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$1,487$2,098
Land, buildings, and equipment: cost or other basis$504,394$513,537
Investments - publicly traded securities$0$0
Investments - other securities$4,161$4,797
Investments - program-related$0$0
Intangible assets$0$0
Other assets$0$0
Total liabilities$22,669$24,301$38,466
Accounts payable and accrued expenses$24,050$31,965
Grants payable$0$0
Deferred revenue$0$6,250
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$251$251
Total net assets or fund balances$943,658$941,497$851,836
Unrestricted net assets$719,557$758,717
Temporarily restricted net assets$221,940$93,119
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$1,789,101
Subtotal Support$2,267,053
Gifts, grants, contributions, and membership fees received$2,267,053
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$477,952
Total Support$2,282,748
Public Support$2,267,053
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$11,708
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$3,987
Gross receipts from related activities, etc.$464,308
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Charitable Union85 Calhoun St, Battle Creek, MI 49017-3844MI1938-01$3,580,829
2Farmington Area Goodfellows Inc31455 W 11 Mile Rd, Farmingtn Hls, MI 48336-1101MI1987-03$1,750,599
3Wwki-We Care Inc519 N Main St, Kokomo, IN 46901-4661IN1988-06$597,367
4The Jose M Garcia Foundation Inc851 Franklin Lakes Road, Franklin Lakes, NJ 07417-2242NJ1995-12$559,486
5The Western Pennsylvania Chapter Of The National Hemophilia Foundation20411 Route 19 Unit 14, Cranberry Twp, PA 16066-7512PA1997-08$443,022
6Tender Loving Care Ministries Inc9313 Falls Bridge Ln, Potomac, MD 20854-3951MD1992-05$298,224
7Santa Claus Anonymous IncorporatedPO BOX 28385, Baltimore, MD 21234-8385MD1950-07$271,770
8Santa Claus Incorporated Of Greater San Bernardino824 E 6th St, Sn Bernrdno, CA 92410-4509CA1957-07$181,894
9Ruth Lyons Childrens Fund1700 Young St, Cincinnati, OH 45202-6821OH1976-11$176,684
10Sella Foundation 1994 Tr, Sella George J Jr & Janet M TteePO BOX 397, Newton, NJ 07860-0397NJ1995-10$164,819
11United Churches Assistance Network Inc, UcanPO BOX 1103, Cockeysville, MD 21030-6103MD1998-12$158,646
12Livonia Goodfellows IncPO BOX 51982, Livonia, MI 48151-5982MI1956-10$150,994
13Santa For The Very Poor Inc2321 Legacy Dr, Aurora, IL 60502-1379IL1965-11$141,914
14Womens Advisory Council Of The Institute Of Logopedics8700 E 29th N, Wichita, KS 67226KS1979-05$117,472
15Northend Youth Improvement Council111 King St, Detroit, MI 48202-2126MI1997-05$69,777
16Family Book Club3550 W Liberty Suite 2, Ann Arbor, MI 48103MI1992-07$64,089
17Childrens Christmas Store1537 S Washington Ave, Saginaw, MI 48602MI1996-01$32,602
18Canton Goodfellows IncPo Box 87532, Canton, MI 48187MI1997-12$26,768
19Farmington Rotary Foundation23037 Frederick, Farmington, MI 48336MI1993-04$0
20Marine Corps Toys For Tots Of Southeast Michigan7600 E Jefferson Ave, Detroit, MI 48214-3706MI1995-12$0
Number of organizations performing similar types of work
Alaska1
Alabama5
Arizona6
California15
Colorado5
Connecticut4
Florida8
Georgia3
Iowa2
Idaho1
Illinois11
Indiana5
Kansas4
Kentucky2
Louisiana2
Massachusetts3
Maryland9
Maine2
Michigan9
Minnesota4
Missouri3
Mississippi2
Montana1
North Carolina6
Nebraska2
New Hampshire2
New Jersey10
New Mexico1
New York14
Ohio9
Oregon5
Pennsylvania8
Rhode Island1
South Carolina3
Tennessee7
Texas16
Utah2
Virginia8
Vermont1
Washington6
Wisconsin6
Total214

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