SUPERIOR HEALTH FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SUPERIOR HEALTH FOUNDATION (EIN 20-3615349)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-17
- IRS object ID
- 201942919349300214
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-17T09:19:23-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMSON & METIVIER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 W RIDGE ST STE 1 | AddressLine1Txt |
| City | MARQUETTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203615349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPERIOR HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUPE | BusinessNameControlTxt |
| Phone | 9062254763 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 NORTH FRONT STREET | AddressLine1Txt |
| City | MARQUETTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM LAJOIE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2019-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK N THOMSON | PreparerPersonNm |
| Phone | 9062261979 | PhoneNum |
| Preparation | 2019-10-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.13.98.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-18 | IPDt |
| IP Tm | 15:05:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C99070243B6900452F903CAAA6876AAE85E2AC86 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C99070243B6900452F903CAAA6876AAE85E2AC86 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jim LaJoie | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 North Front Street | AddressLine1Txt |
| City | Marquette | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,814,624 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUPERIORHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | To assist with unmet healthcare needs, with health education, and with programs and research on preventing illness and promoting health. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,683,783 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,066,188 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $715,663 | CYInvestmentIncomeAmt |
| PY Other Revenue | $391 | PYOtherRevenueAmt |
| CY Other Revenue | -$44,326 | CYOtherRevenueAmt |
| PY Total Revenue | $1,698,409 | PYTotalRevenueAmt |
| CY Total Revenue | $3,737,525 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $674,127 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $990,305 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $236,326 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $252,322 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $184,646 | PYOtherExpensesAmt |
| CY Other Expenses | $88,449 | CYOtherExpensesAmt |
| PY Total Expenses | $1,095,099 | PYTotalExpensesAmt |
| CY Total Expenses | $1,331,076 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $603,310 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,406,449 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,373,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,911,495 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $120,898 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $121,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,253,001 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,789,696 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To assist with unmet healthcare needs, with health education, and with programs and research on preventing illness and promoting health. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $990,305 | ExpenseAmt |
| Desc | The Superior Health Foundation administers funds for charitable purposes to promote and support the healthcare needs throughout Michigans Upper Peninsula. The Foundation accomplishes this via a grant application process. | Desc |
| Total Program Service Expenses | $990,305 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Jarvi | PersonNm |
| Phone | 9062254763 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 North Front Street | AddressLine1Txt |
| City | Marquette | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRUCE SEELY | ||||||||
| PRESIDENT | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHERI DAVIE | ||||||||
| VICE PRESIDENT | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT COWELL | ||||||||
| SECRETARY / TREASURER | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANIEL ARNOLD | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN DIXON | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN HAARA | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| KARA KATONA | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS LEONARD | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS LUCKEY | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MARSHALL | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY MAURER | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE ROWE | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN SEVERSON | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA VICTORSON | ||||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES LAJOIE | ||||||||
| EXECUTIVE DIRECTOR | 040.00 | Yes (X) | $98,455 | $0 | $2,834 | Yes (X) | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,455 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $2,834 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,066,188 | AllOtherContributionsAmt |
| Total Contributions | $3,066,188 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $715,663 | TotalRevenueColumnAmt |
| Exclusion | $715,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,773 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $118,177 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $77,099 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$44,326 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,737,525 | TotalRevenueColumnAmt |
| Exclusion | $715,663 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,305 | TotalAmt |
| Program Services | $990,305 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,455 | TotalAmt |
| Management And General | $98,455 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,799 | TotalAmt |
| Management And General | $107,799 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,341 | TotalAmt |
| Management And General | $4,341 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,649 | TotalAmt |
| Management And General | $25,649 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,078 | TotalAmt |
| Management And General | $16,078 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,400 | TotalAmt |
| Management And General | $12,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,750 | TotalAmt |
| Management And General | $3,750 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316 | TotalAmt |
| Management And General | $1,316 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,044 | TotalAmt |
| Management And General | $12,044 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,499 | TotalAmt |
| Management And General | $13,499 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,220 | TotalAmt |
| Management And General | $8,220 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,431 | TotalAmt |
| Management And General | $14,431 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,581 | TotalAmt |
| Management And General | $3,581 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,580 | TotalAmt |
| Management And General | $2,580 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,199 | TotalAmt |
| Management And General | $2,199 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,003 | TotalAmt |
| Management And General | $8,003 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EDUCATION | $2,316 | $2,316 |
| BANK FEES | $4,110 | $4,110 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331,076 | TotalAmt |
| Program Services | $990,305 | ProgramServicesAmt |
| Management And General | $340,771 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,425 | BOYAmt |
| EOY | $75,217 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,006,131 | BOYAmt |
| EOY | $1,605,368 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,528 | BOYAmt |
| EOY | $83,897 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,811 | BOYAmt |
| EOY | $22,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $98,821 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,269 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,751 | BOYAmt |
| EOY | $13,552 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,030,002 | BOYAmt |
| EOY | $27,111,167 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,251 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,373,899 | BOYAmt |
| EOY | $28,911,495 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,870 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,898 | BOYAmt |
| EOY | $115,929 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,898 | BOYAmt |
| EOY | $121,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,893,846 | BOYAmt |
| EOY | $230,102 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,758 | BOYAmt |
| EOY | $1,093,629 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,167,397 | BOYAmt |
| EOY | $27,465,965 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,253,001 | BOYAmt |
| EOY | $28,789,696 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,373,899 | BOYAmt |
| EOY | $28,911,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,406,449 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,869,754 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,106,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,586,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,206,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,719,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,189,809 | CurrentTaxYearAmt |
| Total | $8,808,178 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,106,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,586,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,206,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,719,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,189,809 | CurrentTaxYearAmt |
| Total | $8,808,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,808,178 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $14,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $713,280 | CurrentTaxYearAmt |
| Total | $763,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,571,211 | TotalSupportAmt |
| Public Support CY170 | 0.92030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,228,495 | BeginningYearBalanceAmt |
| Contributions | $1,481,726 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,765,151 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,055,610 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $108,085 | AdministrativeExpensesAmt |
| End Year Balance | $25,781,375 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,989,575 | BeginningYearBalanceAmt |
| Contributions | $2,873 | ContributionsAmt |
| Investment Earnings Or Losses | $4,205,791 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $868,561 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $101,183 | AdministrativeExpensesAmt |
| End Year Balance | $28,228,495 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,057,347 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,733,375 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $744,298 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $57,849 | AdministrativeExpensesAmt |
| End Year Balance | $24,989,575 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,400,443 | BeginningYearBalanceAmt |
| Contributions | $8,838,823 | ContributionsAmt |
| Investment Earnings Or Losses | -$482,593 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $647,524 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $51,802 | AdministrativeExpensesAmt |
| End Year Balance | $24,057,347 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,220,605 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $816,993 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $591,653 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $45,502 | AdministrativeExpensesAmt |
| End Year Balance | $16,400,443 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,269 | DepreciationAmt |
| Book Value | $13,552 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,552 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| PAYROLL LIABILITIES | $57,590 |
| CHARITABLE GIFT ANNUITY | $58,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $115,929 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,549,235 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,549,235 | RevenueSubtotalAmt |
| Other Revenues Not Included | $188,290 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $188,290 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,737,525 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,163,895 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,163,895 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $167,181 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $167,181 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,331,076 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| XI 4B | VARIOUS ITEMS ARE REPORTED DIFFERENTLY ON THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS IN REGARDS TO REVENUE. THE DIFFERENCES ARE AS FOLLOWS FUNDRAISING EXPENSES 90,850 INVESTMENT FEES 108,085 CHANGE IN VALUE ON SPLIT INTEREST AGREEMENTS 21,107 RECLASSES IN DISTRIBUTIONS 31,754 2 ROUNDING ADJUSTMENT |
| XII 4B | VARIOUS ITEMS ARE REPORTED DIFFERENTLY ON THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS IN REGARDS TO EXPENSES. THE DIFFERENCES ARE AS FOLLOWS FUNDRAISING EXPENSES 90,850 INVESTMENT FEES 108,085 RECLASSES IN DISTRIBUTIONS 31,754. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $105,225 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $88,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,275 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $145 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $19,703 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,304 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,239 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $24,142 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $23,840 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $17,350 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,490 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $380 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $3,704 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,400 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,093 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,219 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $21,885 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $11,877 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,008 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $321 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $106 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,843 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $150,950 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $118,177 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,773 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $525 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $23,728 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,900 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,503 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,239 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,204 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $77,099 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$44,326 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 906 Adventure Team | |||||||
| 148 W Hewitt | Marquette | MI | 49855 | 821691265 | 501C3 | $15,000 | Create Executive Director position for the organization |
| Aspirus Ironwood Hospital & Clinics Inc | |||||||
| N10561 Grandview Ln | Ironwood | MI | 49938 | 382908586 | 501C3 | $107,000 | Coordinated medication-assisted treatment clinic to help opioid dependent patients |
| Dickinson Area Community Foundation | |||||||
| 333 South Stephenson Ave Suite 204 | Iron Mountain | MI | 49801 | 383218990 | 501C3 | $19,000 | Our Place Community Center / Imagination Factory Childrens Museum |
| Feeding America West Michigan | |||||||
| 864 West River Center Dr | Comstock Park | MI | 49321 | 382439659 | 501C3 | $21,456 | Eight UP mobile food trucks across the UP |
| Gogebic Range Health Foundation | |||||||
| E 6112 Bluff View Rd | Ironwood | MI | 49938 | 383464124 | 501C3 | $11,250 | Purchase Duet Wheelchair Power Assist Bicycles for seniors and people with handicaps to access trails |
| Great Lakes Recovery Center | |||||||
| 97 South Fourth St Suite C | Ishpeming | MI | 49849 | 382453316 | 501C3 | $6,000 | Bring national trainer to Marquette to train teachers in Mental Health High School Curriculum |
| Great Lakes Recovery Center | |||||||
| 97 South Fourth St Suite C | Ishpeming | MI | 49849 | 382453316 | 501C3 | $44,000 | Recovery Housing Project in Baraga |
| Healthy Youth Coalition of Marinette & Menominee Counties | |||||||
| 1201 41st Ave | Menominee | MI | 49858 | 381717561 | 115 | $6,000 | Providing personal prescription lock boxes to Menominee County residents |
| Lake Superior Hospice | |||||||
| 914 W Baraga Ave | Marquette | MI | 49855 | 382327011 | 501C3 | $8,000 | Expand grief services in Marquette county - education materials and equipment |
| Lake Superior Hospice | |||||||
| 914 W Baraga Ave | Marquette | MI | 49855 | 382327011 | 501C3 | $5,000 | Life Care for Those in Need program for hospice and adult day services clients Indigent Care |
| Marquette Alger RESA | |||||||
| 321 E Ohio St | Marquette | MI | 49855 | 381719500 | 115 | $48,000 | Umbrella program for weekend nutrition programs for students who lack nutritious food options |
| Marquette County Cares | |||||||
| 184 US 41 East | Negaunee | MI | 49866 | 386004869 | 115 | $5,503 | Craves Initiative for 2-4 graders in Baraga, Marquette, Ontonagon Counties |
| Marquette County Health Department | |||||||
| 184 US 41 East | Negaunee | MI | 49866 | 386004869 | 115 | $5,000 | Upper Peninsula Friendly Smile Fund to cover dental services at a discounted rate Indigent Care |
| Michigan Fitness Foundation | |||||||
| PO Box 27187 | Lansing | MI | 48909 | 383172025 | 501C3 | $15,000 | Safe Routes to Health AmericCorps Program in Sault Ste. Marie |
| Northcare Network | |||||||
| 200 W Spring St Suite 200 | Marquette | MI | 49855 | 464014078 | 115 | $125,020 | Bring stakeholders together to identify gaps and develop strategic plans to fill them |
| Northern Lights YMCA | |||||||
| 2920 College Ave | Escanaba | MI | 49829 | 382615035 | 501C3 | $5,097 | Adult and infant CPR Manikins with Monitor and AED trainers |
| Public Health Delta & Menominee Counties | |||||||
| 2920 College Ave | Escanaba | MI | 49829 | 383082794 | 115 | $14,500 | Childhood Lead Poisoning Awareness and Education media-based campaign |
| Trillium House | |||||||
| PO Box 7118 | Marquette | MI | 49855 | 463943193 | 501C3 | $10,000 | Cover cost of providing care and decreased revenue from patients who cant pay or receive a discount |
| West End Health Foundation | |||||||
| 910 US 41 W | Ishpeming | MI | 49849 | 383040125 | 501C3 | $25,000 | Mobile Applied Behavior Analysis lab |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 19 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11B | FORM 990 WAS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO BEING SUBMITTED TO THE IRS. QUESTIONS AND COMMENTS WERE SOLICITED FROM THE BOARD OF DIRECTORS TO ENSURE COMPLETENESS AND ACCURACY OF THE FORM. |
| Form 990, Part VI, Section C, Line 19 | CONSISTENT WITH REQUIRMENTS OF THE INTERNAL REVENUE CODE, THE FOUNDATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE UPON REQUEST. |
| Form 990, Part VI, Section B, Line 12C | BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN CONFLICT OF INTEREST DISCLOSURES ANNUALLY. THE FOUNDATIONS LEGAL COUNSEL REVIEWS THESE DISCLOSURES TO ENSURE POLICY COMPLIANCE. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER MUST REMOVE HIMSELF OR HERSELF FROM ALL DISCUSSIONS OF THE MATTER AND ABSTAIN FROM VOTING ON THE MATTER. |