UTOPIA FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UTOPIA FOUNDATION INC (EIN 52-2392335)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-20
IRS object ID
202432649349300523
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-09-20T15:14:44-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202349670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DGN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 947AddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP496850947ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522392335EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UTOPIA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUTOPBusinessNameControlTxt
Phone2319294500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 WEST FRONT SREET 2BAddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49684ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA HARDINGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2319414300PhoneNum
Signature2024-09-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRINA OCHS CPAPreparerPersonNm
PTINP00209084PTIN
Phone2319461722PhoneNum
Preparation2024-09-06PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSARA HARDINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 WEST FRONT STREETAddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49684ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,520,102GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressUTOPIAFOUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTO HELP CREATE A WORLD WHERE COMMUNITIES THRIVE AND EVERY PERSON GOES TO BED FEELING NOURISHED, LOVED, HAPPY AND HOPEFUL ABOUT TOMORROW.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee38TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$601,182TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$4,021NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,173,825PYContributionsGrantsAmt
CY Contributions Grants$666,782CYContributionsGrantsAmt
PY Program Service Revenue$330,021PYProgramServiceRevenueAmt
CY Program Service Revenue$600,618CYProgramServiceRevenueAmt
PY Investment Income-$16,164PYInvestmentIncomeAmt
CY Investment Income$568CYInvestmentIncomeAmt
PY Other Revenue$4,777PYOtherRevenueAmt
CY Other Revenue$768CYOtherRevenueAmt
PY Total Revenue$1,492,459PYTotalRevenueAmt
CY Total Revenue$1,268,736CYTotalRevenueAmt
PY Grants And Similar Paid$836,219PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$431,097CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$242,231PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$317,059CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,471CYTotalFundraisingExpenseAmt
PY Other Expenses$557,909PYOtherExpensesAmt
CY Other Expenses$549,353CYOtherExpensesAmt
PY Total Expenses$1,636,359PYTotalExpensesAmt
CY Total Expenses$1,297,509CYTotalExpensesAmt
PY Revenues Less Expenses-$143,900PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$28,773CYRevenuesLessExpensesAmt
Total Assets BOY$1,595,893TotalAssetsBOYAmt
Total Assets EOY$1,533,374TotalAssetsEOYAmt
Total Liabilities BOY$764,922TotalLiabilitiesBOYAmt
Total Liabilities EOY$726,230TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$830,971NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$807,144NetAssetsOrFundBalancesEOYAmt
MissionTO HELP CREATE A WORLD WHERE COMMUNITIES THRIVE AND EVERY PERSON GOES TO BED FEELING NOURISHED, LOVED, HAPPY AND HOPEFUL ABOUT TOMORROW.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$667,381ExpenseAmt
Grant$430,551GrantAmt
Revenue-$4,520RevenueAmt
DescPROVIDE ASSISTANCE FOR LIVELIHOOD/ECONOMIC DEVELOPMENT AND SOCIETY ACTIVITIES THROUGH BUSINESS DEVELOPMENT PROGRAMS ADDRESSING THE NEEDS OF LOW INCOME FAMILIES IN NORTHWEST MICHIGAN AND DEVELOPING NATIONS. THE FOUNDATION PROVIDED 64 GRANTS TO VARIOUS ORGANIZATIONS. THE TWO LARGEST GRANTS WERE FOR THE DREAMCATCHERS FOUNDATION AND ENJUBA SPELLING BEE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$475,883ExpenseAmt
Grant$546GrantAmt
Revenue$0RevenueAmt
DescPROVIDE ASSISTANCE FOR LIVELIHOOD AND SOCIETY ACTIVITIES THROUGH HEALTH PROGRAMS TO DEVELOP HEALTHY AND ETHICAL WAYS OF LIFE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,143,264TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee38EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARA HARDINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2319294500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 WEST FRONT STREET SUITE 2BAddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49684ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
PAUL SUTHERLAND
CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
ALISON ARNOLD
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
LISA NEW
MEMBER2.00Yes (X)$0$0$0
SARA HARDING
TREASURER2.00Yes (X)Yes (X)$0$27,500$05.00
KARLA CORDERO
MEMBER2.00Yes (X)$0$0$0
NOMVULA BUTHELEZI
MEMBER2.00Yes (X)$0$0$0
AKASHA SUTHERLAND
MEMBER2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$27,500TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$666,782AllOtherContributionsAmt
Total Contributions$666,782TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CLASSES & TRAINING611600$600,495$600,495
ROYALTIES519200$123$123
FieldValueIRS element (for citing)
Total Program Service Revenue$600,618TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,856TotalRevenueColumnAmt
Exclusion$5,856ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$246,078SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$251,366SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$5,288SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,288TotalRevenueColumnAmt
Related Or Exempt Func Income-$5,288RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$768TotalRevenueColumnAmt
Related Or Exempt Func Income$81RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$687UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$768OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,268,736TotalRevenueColumnAmt
Related Or Exempt Func Income-$5,207RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$601,182UnrelatedBusinessRevenueAmt
Exclusion$5,979ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,990TotalAmt
Program Services$5,990ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$415,107TotalAmt
Program Services$415,107ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$288,254TotalAmt
Program Services$288,254ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,789TotalAmt
Program Services$3,789ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,016TotalAmt
Program Services$25,016ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$179,919TotalAmt
Program Services$131,068ProgramServicesAmt
Management And General$46,507ManagementAndGeneralAmt
Fundraising$2,344FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,986TotalAmt
Program Services$5,779ProgramServicesAmt
Management And General$4,207ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$82,370TotalAmt
Program Services$46,506ProgramServicesAmt
Management And General$35,634ManagementAndGeneralAmt
Fundraising$230FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,654TotalAmt
Program Services$2,229ProgramServicesAmt
Management And General$372ManagementAndGeneralAmt
Fundraising$53FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,823TotalAmt
Program Services$4,588ProgramServicesAmt
Management And General$4,235ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$91,749TotalAmt
Program Services$80,325ProgramServicesAmt
Management And General$9,996ManagementAndGeneralAmt
Fundraising$1,428FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,541TotalAmt
Program Services$2,101ProgramServicesAmt
Management And General$1,424ManagementAndGeneralAmt
Fundraising$16FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPLIES$63,513$38,073$25,125$315
PRINTING$46,940$39,347$6,659$934
BANK CHARGES$24,094$24,094
DUES AND SUBSCRIPTIONS$18,273$10,570$7,636$67

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$17,491TotalAmt
Program Services$10,428ProgramServicesAmt
Management And General$6,979ManagementAndGeneralAmt
Fundraising$84FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,297,509TotalAmt
Program Services$1,143,264ProgramServicesAmt
Management And General$148,774ManagementAndGeneralAmt
Fundraising$5,471FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$315,314BOYAmt
EOY$388,956EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,684BOYAmt
EOY$5,365EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$140BOYAmt
EOY$12,086EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt
EOY$50,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$305,238LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$28,828LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$296,759BOYAmt
EOY$276,410EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$416,253BOYAmt
EOY$344,853EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$506,743BOYAmt
EOY$455,704EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,595,893BOYAmt
EOY$1,533,374EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,722BOYAmt
EOY$19,087EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$46,448BOYAmt
EOY$77,692EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$191,145BOYAmt
EOY$154,599EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$515,607BOYAmt
EOY$474,852EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$764,922BOYAmt
EOY$726,230EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$558,346BOYAmt
EOY$495,812EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$272,625BOYAmt
EOY$311,332EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$830,971BOYAmt
EOY$807,144EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,595,893BOYAmt
EOY$1,533,374EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$28,773ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,946NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$694,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,002,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,173,825CurrentTaxYearMinus1YearAmt
Current Tax Year$666,782CurrentTaxYearAmt
Total$4,008,130TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$694,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,002,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,173,825CurrentTaxYearMinus1YearAmt
Current Tax Year$666,782CurrentTaxYearAmt
Total$4,008,130TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,353,770SubstantialContributorsTotAmt
Public Support Total170$1,654,360PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,120CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,164CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,158CurrentTaxYearMinus1YearAmt
Current Tax Year$5,856CurrentTaxYearAmt
Total$38,587TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$79,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$44,225CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$2,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$151,601CurrentTaxYearMinus1YearAmt
Current Tax Year$5,021CurrentTaxYearAmt
Total-$272,992TotalAmt
FieldValueIRS element (for citing)
Total Support$3,773,725TotalSupportAmt
Gross Receipts Rltd Activities$97,753GrossReceiptsRltdActivitiesAmt
Public Support CY1700.43840PublicSupportCY170Pct
Public Support PY1700.48800PublicSupportPY170Pct
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 D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$305,238OtherCostOrOtherBasisAmt
Depreciation$28,828DepreciationAmt
Book Value$276,410BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$276,410TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DEPOSITS$500
OPERATING LEASE, RIGHT-OF-USE ASSET$455,204
FieldValueIRS element (for citing)
Total Book Value Other Assets$455,704TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$474,852Amt
FieldValueIRS element (for citing)
Total Liability$474,852TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,273,682TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,946NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,946RevenueNotReportedAmt
Revenue Subtotal$1,268,736RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,268,736TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,297,509TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,297,509ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,297,509TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. YEN YOGA AND FITNESS, LLC IS AN UNRELATED BUSINESS AND THEREFORE PAYS INCOME TAXES ON NET INCOME. NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS, GIVEN OPERATING LOSSES AND LOSS CARRYFORWARDS FOR YEN YOGA & FITNESS LLC. THE FOUNDATION FILES AN INFORMATION RETURN IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2020.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
TANZANIAST. MARK'S CHILDREN'S HOME AND ORPHANAGE IN USA RIVER, TANZANIA PROVIDES OVER 100 ORPHANED CHILDREN WITH SHELTER, FOOD, AND EDUCATION.$17,058$0
UGANDAPROVIDES TEACHER TRAININGS, SPELLING BEES, READING INITIATIVES AND A WRITING COMPETITION TO CHILDREN TO HELP IMPROVE THEIR LITERACY SKILLS, DEVELOP KEY LIFE SKILLS, AND UNLOCK THEIR IMAGINATION.$46,053$0
SOUTH AFRICATHESE FUNDS ARE SENT FOR BOOK PRINTING AND SUPPORT OF SQUARING THE EDUCATION PYRAMID PROGRAM IN AFRICA.$39,838$0
NEPALRAPID RELIEF RESPONSE TO REPAIR DAMAGES OF NEPAL EARTHQUAKE OF 2015 AS WELL AS SUPPORT THE CHILDREN UNDER THE CARE OF ECDC WHILE THEIR PARENTS ARE IN PRISON NEAR KATHMANDU, NEPAL.$69,000$0
PERUTO MAINTAIN HEALTHY ECOSYSTEMS AND CREATE SUSTAINABLE LOCAL FOOD SYSTEMS FOR COMMUNITIES IN PERU.$60,060$0
UGANDASUPPORT AND FOSTER AWARENESS OF THE NEEDS OF CHILDREN AND PROMOTE HEALTH, EDUCATION AND HAPPINESS.$10,000$0
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN MICHIGAN E3BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 WOODMERE AVENUEAddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49686ZIPCd
FieldValueIRS element (for citing)
IRC Section501(C)3IRCSectionDesc
Cash Grant$5,990CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantMAKE THE NORTHERN MICHIGAN REGION AN AREA THAT CELEBRATES AND WELCOMES DIVERSITY AND EQUALITY FOR ALL RESIDENTS AND VISITORS.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceDesc
SCHOLARSHIPS5$5,000SCHOLARSHIPS
REPAIRS1$490EMERGENCY FUND REQUEST FOR ASSISTANCE WITH VEHICLE REPAIRS.
GIFT CARD ASSISTANCE20$500MEIJER $25 GIFT CARDS DISTRIBUTED TO NEEDY FAMILIES AND STUDENTS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonPAUL SUTHERLANDPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBERRelationshipDescriptionTxt
Transaction$299,344TransactionAmt
TransactionDONATIONSTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2FATHER AND DAUGHTER ARE BOARD MEMBERS AND NOT INDEPENDENT OF EACH OTHER.
FORM 990, PART VI, SECTION B, LINE 11BREVIEWED BY THE TREASURER.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION REVIEWS AND ENSURES THE INDEPENDENCE OF THE BOARD MEMBERS.
FORM 990, PART VI, SECTION C, LINE 18UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GCONTRACTUAL FEES: PROGRAM SERVICE EXPENSES 131,068. MANAGEMENT AND GENERAL EXPENSES 46,507. FUNDRAISING EXPENSES 2,344. TOTAL EXPENSES 179,919.
FORM 990, PART XII, LINE 2C:THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT AND SELECTION OF THE AUDITORS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1YEN YOGA & FITNESS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 E FRONT STAddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49684ZIPCd
FieldValueIRS element (for citing)
EIN271758357EIN
Primary ActivitiesPROVIDE YOGA AND FITNESS CLASSES TO THE COMMUNITYPrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd
End Of Year Assets$786,952EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UTOPIA FOUNDATION INCBusinessNameLine1Txt

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