TPhilanthropy, Voluntarism & GrantmakingEIN: 383227080· Ruling Year: 1995

Community Foundation Of The Upper Peninsula

Escanaba, Michigan

A-Health Score
78A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 30 peers in Philanthropy, Voluntarism & Grantmaking with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org9.55×
Peer Median15.61×
💰
$4.7M
Total Revenue
📊
$3.7M
Total Expenses
🏦
$34.9M
Net Assets
📋
$2.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-17.6%
Year-over-year change (2022 → 2023)
Net Margin
+21.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.55
Net assets divided by total expenses
Liabilities-to-Assets
6.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$4,657,62518%$3,654,6852%$37,129,63512%
2022$5,653,06418%$3,570,71622%$42,184,29915%
2021$6,857,62079%$2,927,49433%$49,886,87146%
2020$3,827,34711%$2,201,79731%$34,161,40213%
2019$3,444,70316%$3,210,74448%$30,114,73213%
2018$2,977,50741%$2,171,8446%$26,721,6496%
2017$5,008,669202%$2,048,0652%$28,509,60421%
2016$1,656,10631%$2,011,9624%$23,535,1852%
2015$2,384,24410%$2,091,3555%$23,110,6314%
2014$2,168,18417%$1,984,46134%$24,186,408
2013$2,611,56533%$3,026,87129%$24,095,0659%
2012$3,886,425171%$2,351,65745%$22,158,61311%
2011$1,434,750$1,621,380$19,920,063

Frequently Asked Questions

What does Community Foundation Of The Upper Peninsula do?

Community Foundation Of The Upper Peninsula is a philanthropy, voluntarism & grantmaking nonprofit organization based in Michigan. It is classified under NTEE code T31 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Community Foundation Of The Upper Peninsula financially healthy?

Based on our 9-metric Financial Health Score model, Community Foundation Of The Upper Peninsula has a score of 78/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Community Foundation Of The Upper Peninsula generate?

Community Foundation Of The Upper Peninsula reports $4.2M in annual revenue and holds $39.7M in total assets, based on IRS filings.

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