STRATEGY STUDIO / PUBLIC DATA EXPLORER

ONTONAGON AREA SCHOLARSHIP FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ONTONAGON AREA SCHOLARSHIP FOUNDATION (EIN 38-3525614)
Tax period
2023-06-01 to 2024-05-31
Filed
2024-09-13
IRS object ID
202422579349300512
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-13T09:07:34-04:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381816187PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAKELA POLLACK & AHONEN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 N SUFFOLKAddressLine1Txt
CityIRONWOODCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49938ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383525614EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ONTONAGON AREA SCHOLARSHIPBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlONTOBusinessNameControlTxt
Phone9068844963PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 92AddressLine1Txt
CityONTONAGONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP499530092ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM DUPONTPersonNm
Person TitleCO- TREASURERPersonTitleTxt
Phone9068844963PhoneNum
Signature2024-08-30SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEANN M TREGEMBOPreparerPersonNm
PTINP02319454PTIN
Phone9069324430PhoneNum
Preparation2024-09-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMEREDITH STRONGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 S 7TH STAddressLine1Txt
CityONTONAGONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49953ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$240,077GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressOASFPROMISE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTO PROVIDE SCHOLARSHIPS FOR AREA HIGH SCHOOL GRADUATES TO CONTINUE THEIR EDUCATIONActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$40,497PYContributionsGrantsAmt
CY Contributions Grants$42,185CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,407PYInvestmentIncomeAmt
CY Investment Income$197,892CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$43,904PYTotalRevenueAmt
CY Total Revenue$240,077CYTotalRevenueAmt
PY Grants And Similar Paid$15,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$28,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,758PYOtherExpensesAmt
CY Other Expenses$16,007CYOtherExpensesAmt
PY Total Expenses$28,758PYTotalExpensesAmt
CY Total Expenses$44,007CYTotalExpensesAmt
PY Revenues Less Expenses$15,146PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$196,070CYRevenuesLessExpensesAmt
Total Assets BOY$1,582,764TotalAssetsBOYAmt
Total Assets EOY$1,760,671TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,582,764NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,760,671NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE SCHOLARSHIPS FOR AREA HIGH SCHOOL GRADUATES TO CONTINUE THEIR EDUCATIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$28,000ExpenseAmt
Grant$28,000GrantAmt
DescSCHOLARSHIPS PAID TO RECIPIENTSDesc
Total Program Service Expenses$28,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILLIAM DUPONTPersonNm
Phone9068844165PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 92AddressLine1Txt
CityONTONAGONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49953ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARILYN ANDERSON
CO SECRETARYYes (X)Yes (X)$0$0$0
SALLY BERMAN
TRUSTEEYes (X)$0$0$0
GERALD DOMITROVICH
TRUSTEEYes (X)$0$0$0
WILLIAM DUPONT
CO- TREASUREYes (X)Yes (X)$0$0$0
MEGAN HAGEN
TRUSTEEYes (X)$0$0$0
JAMES JESSUP
TRUSTEEYes (X)$0$0$0
DEAN JUNTUNEN
TRUSTEEYes (X)$0$0$0
LINDA KARTTUNEN
CO-SECRETARTYes (X)Yes (X)$0$0$0
TAMMY LANCIONI
VICE PRESIDEYes (X)Yes (X)$0$0$0
STACY NELSON
TRUSTEEYes (X)$0$0$0
KRISTIE OLLILA
TRUSTEEYes (X)$0$0$0
SUE PREISS
CO-TREASURERYes (X)Yes (X)$0$0$0
KENNETH RAISANEN
TRUSTEEYes (X)$0$0$0
MEREDITH STRONG
PRESIDENTYes (X)Yes (X)$0$0$0
JANIS TUCKER
TRUSTEEYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$42,185AllOtherContributionsAmt
Total Contributions$42,185TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,592TotalRevenueColumnAmt
Related Or Exempt Func Income$55,592RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$142,300SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$142,300SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$142,300TotalRevenueColumnAmt
Related Or Exempt Func Income$142,300RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$240,077TotalRevenueColumnAmt
Related Or Exempt Func Income$197,892RelatedOrExemptFuncIncomeAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$28,000TotalAmt
Program Services$28,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$620TotalAmt
Management And General$620ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,032TotalAmt
Management And General$9,032ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$160TotalAmt
Management And General$160ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,305TotalAmt
Management And General$2,305ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,870TotalAmt
Management And General$3,870ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescLICENSESDesc
Total$20TotalAmt
Management And General$20ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$44,007TotalAmt
Program Services$28,000ProgramServicesAmt
Management And General$16,007ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$81,856BOYAmt
EOY$137,831EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,500,908BOYAmt
EOY$1,622,840EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,582,764BOYAmt
EOY$1,760,671EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,582,764BOYAmt
EOY$1,760,671EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,582,764BOYAmt
EOY$1,760,671EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,582,764BOYAmt
EOY$1,760,671EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$196,070ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$18,163NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,614CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$95,610CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,255CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,497CurrentTaxYearMinus1YearAmt
Current Tax Year$42,185CurrentTaxYearAmt
Total$257,161TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,614CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$95,610CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,255CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,497CurrentTaxYearMinus1YearAmt
Current Tax Year$42,185CurrentTaxYearAmt
Total$257,161TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$257,161PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118,717CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,156CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,064CurrentTaxYearMinus1YearAmt
Current Tax Year$55,202CurrentTaxYearAmt
Total$269,182TotalAmt
FieldValueIRS element (for citing)
Total Support$526,343TotalSupportAmt
Gross Receipts Rltd Activities$166,128GrossReceiptsRltdActivitiesAmt
Public Support CY1700.48860PublicSupportCY170Pct
Public Support PY1700.55930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient16RecipientCnt
Cash Grant$28,000CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART XI, LINE 9SNBT UNREALIZED GAINS 0 UNREALIZED LOSSES 0