ONTONAGON AREA SCHOLARSHIP FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ONTONAGON AREA SCHOLARSHIP FOUNDATION (EIN 38-3525614)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-08-19
- IRS object ID
- 201422319349200007
- Schema version
- 2013v3.1
- 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 | 2014-08-19T10:16:19-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381816187 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKELA POLLACK & AHONEN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N SUFFOLK | AddressLine1 |
| City | IRONWOOD | City |
| State | MI | State |
| ZIP Code | 49938 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383525614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ONTONAGON AREA SCHOLARSHIP | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONTO | BusinessNameControlTxt |
| Phone | 9068844963 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 92 | AddressLine1 |
| City | ONTONAGON | City |
| State | MI | State |
| ZIP Code | 49953 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM DUPONT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9068844963 | PhoneNum |
| Signature | 2014-08-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J MAKELA | PreparerPersonNm |
| PTIN | P00231378 | PTIN |
| Phone | 9069324430 | PhoneNum |
| Preparation | 2014-08-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $38,356 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $38,294 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $62 | InvestmentIncomeAmt |
| Total Revenue | $38,356 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $20,500 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,625 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $722 | OtherExpensesTotalAmt |
| Total Expenses | $22,847 | TotalExpensesAmt |
| Excess Or Deficit For Year | $15,509 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $35,655 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,164 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,655 | BOYAmt |
| EOY | $51,164 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,655 | BOYAmt |
| EOY | $51,164 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,655 | BOYAmt |
| EOY | $51,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | RAISE FUNDS FOR SCHOLARSHIPS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SCHOLARSHIPS PAID TO RECIPIENTS | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $20,500 | GrantsAndAllocationsAmt |
| Program Service Expenses | $20,500 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JIM RICHARDSON | ||
| TRUSTEE | 1.00 | $0 |
| KEN RAISANEN | ||
| TRUSTEE | 1.00 | $0 |
| MEREDITH STRONG | ||
| PRESIDENT | 1.00 | $0 |
| SALLY BERMAN | ||
| TRUSTEE | 1.00 | $0 |
| TAMMY LANCIONI | ||
| VICE PRESIDE | 1.00 | $0 |
| DEAN JUNTUNEN | ||
| TRUSTEE | 1.00 | $0 |
| MARILYN ANDERSON | ||
| CO SECRETARY | 1.00 | $0 |
| WILLIE DUPONT | ||
| CO- TREASURE | 1.00 | $0 |
| SUE PREISS | ||
| CO-TREASURER | 1.00 | $0 |
| STACY NELSON | ||
| TRUSTEE | 1.00 | $0 |
| MEGAN HAGEN | ||
| TRUSTEE | 1.00 | $0 |
| JERRY DOMITROVICH | ||
| TRUSTEE | 1.00 | $0 |
| JAMES JESSUP | ||
| TRUSTEE | 1.00 | $0 |
| JANIS TUCKER | ||
| TRUSTEE | 1.00 | $0 |
| JAMES MICHIE | ||
| TRUSTEE | 1.00 | $0 |
| LINDA KARTTUNEN | ||
| CO-SECRETART | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM DUPONT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 92 | AddressLine1 |
| City | ONTONAGON | City |
| State | MI | State |
| ZIP Code | 49953 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9068844165 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $278,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,294 | CurrentTaxYearAmt |
| Total | $342,271 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $278,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,294 | CurrentTaxYearAmt |
| Total | $342,271 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $243,680 | SubstantialContributorsTotAmt |
| Public Support Total170 | $98,591 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62 | CurrentTaxYearAmt |
| Total | $20,364 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $362,635 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $62 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.27190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.21510 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | 10% FACTS AND CIRCUMSTANCES TEST-2013. IN 2009 THE FOUNDATION RECEIVED A LARGE DONATION FROM ONE INDIVIDUAL'S TRUST UPON HIS DEATH. AMOUNT RECEIVED WAS 220,933. THIS WAS A ONE-TIME DONATION AND BECAUSE OF IT, CAUSES THE FOUNDATION NOT TO MEET THE 33 1/3% RULE. IF IT WERE NOT FOR THIS ONE-TIME DONATION, THE FOUNDATION WOULD MEET THE 33 1/3% RULE. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 17A | FormAndLineReferenceDesc |
| Explanation | 10% FACTS AND CIRCUMSTANCES TEST-2013. IN 2009 THE FOUNDATION RECEIVED A LARGE DONATION FROM ONE INDIVIDUAL'S TRUST UPON HIS DEATH. AMOUNT RECEIVED WAS 220,933. THIS WAS A ONE-TIME DONATION AND BECAUSE OF IT, CAUSES THE FOUNDATION NOT TO MEET THE 33 1/3% RULE. IF IT WERE NOT FOR THIS ONE-TIME DONATION, THE FOUNDATION WOULD MEET THE 33 1/3% RULE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NONE SCHOLARSHIPS 20,500 0 0 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 654 OFFICE EXPENSE 48 FILING FEE 20 TOTAL 722 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (16 entries)
| JIM RICHARDSON |
| KEN RAISANEN |
| MEREDITH STRONG |
| SALLY BERMAN |
| TAMMY LANCIONI |
| DEAN JUNTUNEN |
| MARILYN ANDERSON |
| WILLIE DUPONT |
| SUE PREISS |
| STACY NELSON |
| MEGAN HAGEN |
| JERRY DOMITROVICH |
| JAMES JESSUP |
| JANIS TUCKER |
| JAMES MICHIE |
| LINDA KARTTUNEN |