MUSKEGON CATHOLIC EDUCATION FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MUSKEGON CATHOLIC EDUCATION FOUNDATION INC (EIN 23-7019036)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-30
- IRS object ID
- 202230899349300743
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-30T12:32:12-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VREDEVELD HAEFNER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10302 20TH AVE NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237019036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Muskegon County Catholic Education Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSK | BusinessNameControlTxt |
| Phone | 2317551000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 Barclay Ave | AddressLine1Txt |
| City | Muskegon | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ken Rasp | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2317551000 | PhoneNum |
| Signature | 2022-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ken | PersonFirstNm |
| Person Last | Rasp | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Vredeveld | PreparerPersonNm |
| PTIN | P02353300 | PTIN |
| Phone | 6166488447 | PhoneNum |
| Preparation | 2022-03-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Muskegon Catholic Education Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ken Rasp | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 Barclay | AddressLine1Txt |
| City | Muskegon | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $935,811 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | To provide financial support to the Catholic schools in Muskegon County, Michigan. The Foundation provides fundraising, investment and endowments to assist the Catholic schoolsX and provide tuition assistance. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $906,979 | PYContributionsGrantsAmt |
| CY Contributions Grants | $509,156 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $286,454 | PYInvestmentIncomeAmt |
| CY Investment Income | $104,877 | CYInvestmentIncomeAmt |
| PY Other Revenue | $76,896 | PYOtherRevenueAmt |
| CY Other Revenue | $163,686 | CYOtherRevenueAmt |
| PY Total Revenue | $1,270,329 | PYTotalRevenueAmt |
| CY Total Revenue | $777,719 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,386,706 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $941,393 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $16,990 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,352 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $98,020 | PYOtherExpensesAmt |
| CY Other Expenses | $50,636 | CYOtherExpensesAmt |
| PY Total Expenses | $1,484,726 | PYTotalExpensesAmt |
| CY Total Expenses | $1,009,019 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$214,397 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$231,300 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,286,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,883,184 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97,140 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,250,430 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,786,044 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide financial support to the Catholic schools in Muskegon County, Michigan. The Foundation provides fundraising, investment and endowments to assist the Catholic schoolsX and provide tuition assistance. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $273,168 | ExpenseAmt |
| Grant | $273,168 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Grants for operating Muskegon Catholic Schools. (Approximately 350 pre-k through 12th grade students in attendance) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $595,956 | ExpenseAmt |
| Grant | $595,956 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Tuition assistance for students of the Muskegon Catholic Schools. (Approximately 250 students received assistance) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $72,269 | ExpenseAmt |
| Grant | $72,269 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Project specific grants to the Muskegon Catholic Schools. (Approximately 350 pre-k through 12th grade students in attendance) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $941,393 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | false | QuidProQuoContributionsInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | 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 | Kimberly Plyler | PersonNm |
| Phone | 2317551000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 Barclay | AddressLine1Txt |
| City | Muskegon | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
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 |
|---|---|---|---|---|---|---|
| Bucky Bingham | ||||||
| Chair | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Pete Pallas | ||||||
| Vice Chair | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kari Belanger | ||||||
| Secretary | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tom Ladd | ||||||
| Treasurer | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Allison Aldrich | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Christine Bleicher | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Delong | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Haworth | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Liz Heminger | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Holden | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Angie Kalisz | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FR Kyle Kilpatrick | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Offman | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Liz Peters | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jim Roberts | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $509,156 | AllOtherContributionsAmt |
| Total Contributions | $509,156 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,877 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $321,778 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $158,092 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,686 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $163,686 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $777,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $268,563 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,437 | TotalAmt |
| Program Services | $345,437 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,956 | TotalAmt |
| Program Services | $595,956 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,350 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $15,350 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,990 | TotalAmt |
| Fundraising | $16,990 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,733 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $15,733 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,222 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $15,222 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other fundraising expenses | $362 | $0 | $0 | $362 |
| Miscellaneous | $3,969 | $0 | $3,969 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,019 | TotalAmt |
| Program Services | $941,393 | ProgramServicesAmt |
| Management And General | $50,274 | ManagementAndGeneralAmt |
| Fundraising | $17,352 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,300 | BOYAmt |
| EOY | $432,687 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,207 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722 | BOYAmt |
| EOY | $1,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,146 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,146 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,657,056 | BOYAmt |
| EOY | $8,293,226 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,984 | BOYAmt |
| EOY | $155,956 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,286,269 | BOYAmt |
| EOY | $8,883,184 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,839 | BOYAmt |
| EOY | $83,880 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,260 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,839 | BOYAmt |
| EOY | $97,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$707,866 | BOYAmt |
| EOY | -$630,898 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,958,296 | BOYAmt |
| EOY | $9,416,942 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,250,430 | BOYAmt |
| EOY | $8,786,044 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,286,269 | BOYAmt |
| EOY | $8,883,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$231,300 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,766,914 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $611,061 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $766,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,083,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $906,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $509,156 | CurrentTaxYearAmt |
| Total | $3,877,455 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $611,061 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $766,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,083,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $906,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $509,156 | CurrentTaxYearAmt |
| Total | $3,877,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,077,850 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,799,605 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $405,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $412,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $285,877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635,739 | CurrentTaxYearAmt |
| Total | $2,155,016 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,032,471 | TotalSupportAmt |
| Public Support CY170 | 0.46410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,805,346 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $1,871,791 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $187,685 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,489,452 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,930,942 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,725,813 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $399,783 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,805,346 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,523,573 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $96,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $689,476 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,930,942 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,252,707 | BeginningYearBalanceAmt |
| Contributions | $650 | ContributionsAmt |
| Investment Earnings Or Losses | $723,175 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,452,959 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,523,573 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,375,319 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,434,656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $687,956 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,252,707 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,146 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt V, Line 4 | FormAndLineReferenceDesc |
| Explanation | Term and permanent endowments are utilized to provide tuition assistance to students and project specific grants to Muskegon Catholic Schools. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Rainbow auction | Event1Nm |
| Gross Receipts Event1 | $228,972 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $228,972 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $5,950 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $39,184 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $14,808 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $32,779 | OtherDirectExpensesEvent1Amt |
| Event2 | Car raffle | Event2Nm |
| Gross Receipts Event2 | $74,900 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $74,900 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $50,000 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $1,352 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $17,906 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $17,906 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $4,697 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $9,322 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $321,778 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $321,778 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,950 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $89,184 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $19,505 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $43,453 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $158,092 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $163,686 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Muskegon Catholic Schools | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 Barclay Ave | AddressLine1Txt |
| City | Muskegon | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 202254861 | RecipientEIN |
| IRC Section | 501-c3 | IRCSectionDesc |
| Cash Grant | $345,437 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | n/a | ValuationMethodUsedDesc |
| Non Cash Assistance | n/a | NonCashAssistanceDesc |
| Purpose Of Grant | Capital & operations | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Tuition assistance | GrantTypeTxt |
| Recipient | 246 | RecipientCnt |
| Cash Grant | $582,381 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | n/a | ValuationMethodUsedDesc |
| Non Cash Assistance | n/a | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | Monitoring is performed based on close association of Foundation Board Members with Muskegon Catholic School staff and parents. |
| Pt III, col (b) | The number of tuition assistance participants (estimated) is based on a summary of scholarships by student received from Muskegon Catholic Schools. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greater Muskegon Catholic Schools | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | See note | RelationshipDescriptionTxt |
| Transaction | $941,393 | TransactionAmt |
| Transaction | Operating and capital grants | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV line 1 | FormAndLineReferenceDesc |
| Explanation | The Board of the Muskegon Catholic Education Foundation, Inc is the same as the Board of the Muskegon Catholic Schools (also a 501(c)3 organization). The staff of the Foundation utilize two offices within the Muskegon Catholic Schools Facility. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Business Manager and Board Member/Treasurer review the return before it is submitted. |
| Pt VI, Line 12c | The Foundation has a conflict of interest policy and annually, each Board Member is required to sign a statement of compliance with this policy. |
| Pt VI, Line 19 | This information is available upon request and the IRS Form 990 is also available on a public website. |
| Pt XII, Line 2c | The Finance Committee is responsible for selection of independent auditors and review of the audit. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Muskegon Catholic Schools | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 Barclay Ave | AddressLine1Txt |
| City | Muskegon | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202254861 | EIN |
| Primary Activities | School operation | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)3 | ExemptCodeSectionTxt |
| Public Charity Status | Corp | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Greater Muskegon Catholic Schools | ||
| b | $941,393 | Fair market value |
| Greater Muskegon Catholic Schools | ||
| d | ||
| Greater Muskegon Catholic Schools | ||
| n | ||
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