STRATEGY STUDIO / PUBLIC DATA EXPLORER

ONTONAGON AREA SCHOLARSHIP FOUNDATION: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ONTONAGON AREA SCHOLARSHIP FOUNDATION (EIN 38-3525614)
Tax period
2011-06-01 to 2012-05-31
Filed
2013-03-06
IRS object ID
201330659349200168
Schema version
2011v1.5
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)
Timestamp2013-03-06T14:35:46-06:00Timestamp
Tax Period End Date2012-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOKI MAKELA POLLACK & AHONEN PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1301 N SUFFOLKAddressLine1
CityIRONWOODCity
StateMIState
ZIP Code49938ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2011-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN383525614EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE ONTONAGON AREA SCHOLARSHIPBusinessNameLine1
Business Name Line2FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlONTONameControl
Phone9068844963Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 92AddressLine1
CityONTONAGONCity
StateMIState
ZIP Code49953ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM DUPONTName
TitleTREASURERTitle
Phone9068844963Phone
Date Signed2013-03-06DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTIMOTHY J MAKELAName
Phone9069324430Phone
Date Prepared2013-03-06DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteN/AWebSite
Organization501c3XOrganization501c3
Gross Receipts6897GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc5090ContributionsGiftsGrantsEtc
Investment Income1807InvestmentIncome
Total Revenue6897TotalRevenue
Grants And Similar Amounts Paid15250GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors1150FeesAndOthPymtToIndContractors
Other Expenses Total200064OtherExpensesTotal
Total Expenses216464TotalExpenses
Excess Or Deficit For Year-209567ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY342984NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY133417NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY342984BOY
EOY133417EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY342984BOY
EOY133417EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY342984BOY
EOY133417EOY
FieldValueIRS element (for citing)
Primary Exempt PurposeRAISE FUNDS FOR SCHOLARSHIPSPrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomSCHOLARSHIPS PAID TO RECIPIENTSDescriptionProgramServiceAccom
Grants And Allocations15250GrantsAndAllocations
Program Service Expenses15250ProgramServiceExpenses
FieldValueIRS element (for citing)
Total Program Service Expenses15250TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (15 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
MEREDITH STRONG
26644 W ST HWY M-4ONTONAGONMI49953PRESIDENT1.000
SHAWN KOLBUS
318 WALNUT STREETONTONAGONMI49953DIRECTOR1.000
MARILYN ANDERSON
40378 SUPERIOR LNONTONAGONMI49953SECRETARY1.000
GERALD DOMITROVICH
634 ALSACE AVEONTONAGONMI49953PAST TREAS1.000
JAMES JESSUP
725 GREENLAND ROADONTONAGONMI49953DIRECTOR1.000
KENNETH RAISANEN
703 BRACEBURN CTONTONAGONMI49953DIRECTOR1.000
JOHN CANE
715 GREENLAND RDONTONAGONMI49953TRUSTEE1.000
CLARENCE WILBUR
STATE HWY M-28ONTONAGONMI49953TRUSTEE1.000
CHARLES FLOOD
601 S SEVENTH STONTONAGONMI49953DIRECTOR1.000
JANIS TUCKER
416 AMYGDALOID STONTONAGONMI49953TRUSTEE1.000
SUE PREISS
203 RIVER STROCKLANDMI49960TREASURER1.000
JAMES MICHIE
103 TREVARROW LANEMASS CITYMI49948TRUSTEE1.000
LOUIS GREGORY
26456 W STATE HWY M-64ONTONAGONMI49953TRUSTEE1.000
LINDA KARTTUNEN
27639 W STATE HWY M-64ONTONAGONMI49953VICE PRES1.000
WILLIAM DUPONT
501 RIVER STONTONAGONMI49953TREASURER1.000
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc DocfalseMadeChangesToOrgnzngEtcDoc
Organization Had UBIfalseOrganizationHadUBI
Subject To Proxy TaxfalseSubjectToProxyTax
Organization Dissolved EtcfalseOrganizationDissolvedEtc
Did Org File Form1120 POL This YearfalseDidOrgFileForm1120POLThisYear
Made Loans To From OfficersfalseMadeLoansToFromOfficers
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTrans
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonWILLIAM DUPONTNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1P O BOX 92AddressLine1
CityONTONAGONCity
StateMIState
ZIP Code49953ZIPCode
FieldValueIRS element (for citing)
Telephone Number9068844165TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccount
Foreign OfficefalseForeignOffice
Maintain Any Donor Advised FundsfalseMaintainAnyDonorAdvisedFunds
Does Org Have HospitalfalseDoesOrgHaveHospital
Tanning Services ProvidedfalseTanningServicesProvided
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Engage Political Cmpgn ActivitiesfalseEngagePoliticalCmpgnActivities
Engage In Lobbying ActivitiesfalseEngageInLobbyingActivities
Operating SchoolfalseOperatingSchool
Trnsfrs Exempt Non Char Related OrgfalseTrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule AtrueFiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22762CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28784CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years278116CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6066CurrentTaxYearMinus1Year
Current Tax Year5090CurrentTaxYear
Total340818Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22762CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28784CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years278116CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6066CurrentTaxYearMinus1Year
Current Tax Year5090CurrentTaxYear
Total340818Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total253061AmountsSubstContributorsTotal
Public Support Total17087757PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years17706CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years15162CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10439CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7667CurrentTaxYearMinus1Year
Current Tax Year1807CurrentTaxYear
Total52781Total
FieldValueIRS element (for citing)
Total Support393599TotalSupport
Gross Receipts From Admissions Etc1807GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.22300PublicSupportPertcentage170
Public Support Pertcent Prior Year0.27960PublicSupportPertcentPriorYear
Ten Percent Test Current YearXTenPercentTestCurrentYear
Facts And Circumstances TestIN 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 MEE THE 33 1/3% RULE. IF IT WERE NOT FOR THIS ONE TIME DONATION, THE FOUNDATION WOULD MEET THE 33 1/3% RULE.FactsAndCircumstancesTest

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
GRANTS AND SIMILAR AMTS PAID TO INDIVIDUALSFORM 990-EZ, PART I, LINE 10NONE SCHOLARSHIPS 15,250 0 0
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16EXPENSES OFFICE EXPENSE 44 FILING FEE 20 TRANSFER TO M&M AREA 200,000 TOTAL 200,064

Compensation Explanation CompensationExplanation

Compensation Compensation (15 entries)

MEREDITH STRONG
SHAWN KOLBUS
MARILYN ANDERSON
GERALD DOMITROVICH
JAMES JESSUP
KENNETH RAISANEN
JOHN CANE
CLARENCE WILBUR
CHARLES FLOOD
JANIS TUCKER
SUE PREISS
JAMES MICHIE
LOUIS GREGORY
LINDA KARTTUNEN
WILLIAM DUPONT