UTOPIA FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UTOPIA FOUNDATION INC (EIN 52-2392335)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349310128
- Schema version
- 2021v4.2
- 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 | 2022-11-14T13:38:27-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202349670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DGN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 947 | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 496850947 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522392335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTOPIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UTOP | BusinessNameControlTxt |
| Phone | 2319294500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 WEST FRONT SREET 2B | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA HARDING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2319414300 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARA | PersonFirstNm |
| Person Last | HARDING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI WENDEL CPA | PreparerPersonNm |
| PTIN | P00721554 | PTIN |
| Phone | 2319461722 | PhoneNum |
| Preparation | 2022-11-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARA HARDING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 WEST FRONT STREET | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,586,153 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UTOPIAFOUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO 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 Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $274,422 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $469,564 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,002,960 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $516,649 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $274,453 | CYProgramServiceRevenueAmt |
| PY Investment Income | $81,109 | PYInvestmentIncomeAmt |
| CY Investment Income | $85,409 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,529 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,071,851 | PYTotalRevenueAmt |
| CY Total Revenue | $1,362,822 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $671,558 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $877,383 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $316,498 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $186,659 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,707 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $525,875 | PYOtherExpensesAmt |
| CY Other Expenses | $494,550 | CYOtherExpensesAmt |
| PY Total Expenses | $1,513,931 | PYTotalExpensesAmt |
| CY Total Expenses | $1,558,592 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$442,080 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$195,770 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,272,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,006,889 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,353 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,216,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $972,536 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,205,629 | ExpenseAmt |
| Grant | $874,883 | GrantAmt |
| Revenue | $78,245 | RevenueAmt |
| Desc | PROVIDE 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 22 GRANTS TO VARIOUS ORGANIZATIONS. THE TWO LARGEST GRANTS WERE FOR THE HERMANUS RAINBOW TRUST AND ENUBA SPELLING BEE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $262,927 | ExpenseAmt |
| Grant | $2,500 | GrantAmt |
| Desc | PROVIDE ASSISTANCE FOR LIVELIHOOD AND SOCIETY ACTIVITIES THROUGH HEALTH PROGRAMS TO DEVELOP HEALTHY AND ETHICAL WAYS OF LIFE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,468,556 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA HARDING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2319294500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 WEST FRONT STREET SUITE 2B | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| PAUL SUTHERLAND | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALISON ARNOLD | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA NEW | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA HARDING | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $37,444 | $0 | 10.00 |
| NOMUVULA BUTHELEZI | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AKASHA SUTHERLAND | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KARLA CORDERO | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $52,197 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $52,197 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $37,444 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $114,754 | GovernmentGrantsAmt |
| All Other Contributions | $888,206 | AllOtherContributionsAmt |
| Total Contributions | $1,002,960 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CLASSES & TRAINING | 611600 | $274,422 | $274,422 | |
| ROYALTIES | 519100 | $31 | $31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $274,453 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,164 | TotalRevenueColumnAmt |
| Exclusion | $7,164 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $301,576 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $223,331 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,245 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,245 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,362,822 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,245 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $274,422 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,195 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,883 | TotalAmt |
| Program Services | $874,883 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,444 | TotalAmt |
| Program Services | $37,444 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,107 | TotalAmt |
| Program Services | $133,107 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,929 | TotalAmt |
| Program Services | $1,929 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,179 | TotalAmt |
| Program Services | $14,179 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,983 | TotalAmt |
| Program Services | $90,351 | ProgramServicesAmt |
| Management And General | $28,917 | ManagementAndGeneralAmt |
| Fundraising | $1,715 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,616 | TotalAmt |
| Program Services | $5,466 | ProgramServicesAmt |
| Management And General | $4,150 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,488 | TotalAmt |
| Program Services | $43,149 | ProgramServicesAmt |
| Management And General | $33,128 | ManagementAndGeneralAmt |
| Fundraising | $211 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $3,152 | ProgramServicesAmt |
| Management And General | $781 | ManagementAndGeneralAmt |
| Fundraising | $67 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,400 | TotalAmt |
| Program Services | $59,976 | ProgramServicesAmt |
| Management And General | $9,996 | ManagementAndGeneralAmt |
| Fundraising | $1,428 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,091 | TotalAmt |
| Program Services | $4,789 | ProgramServicesAmt |
| Management And General | $1,201 | ManagementAndGeneralAmt |
| Fundraising | $101 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING | $169,542 | $169,191 | $351 | |
| BANK CHARGES | $13,631 | $13,631 | ||
| SUPPLIES | $8,268 | $6,181 | $1,969 | $118 |
| DUES | $7,698 | $4,772 | $2,878 | $48 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,833 | TotalAmt |
| Program Services | $3,856 | ProgramServicesAmt |
| Management And General | $2,958 | ManagementAndGeneralAmt |
| Fundraising | $19 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,558,592 | TotalAmt |
| Program Services | $1,468,556 | ProgramServicesAmt |
| Management And General | $86,329 | ManagementAndGeneralAmt |
| Fundraising | $3,707 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,490 | BOYAmt |
| EOY | $420,859 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,229 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $50 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,927 | BOYAmt |
| EOY | $800 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,080 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,053 | BOYAmt |
| EOY | $487,653 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,658 | BOYAmt |
| EOY | $33,298 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,272,208 | BOYAmt |
| EOY | $1,006,889 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,160 | BOYAmt |
| EOY | $9,848 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,130 | BOYAmt |
| EOY | $24,505 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,290 | BOYAmt |
| EOY | $34,353 | 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 | $996,084 | BOYAmt |
| EOY | $757,031 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,834 | BOYAmt |
| EOY | $215,505 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,918 | BOYAmt |
| EOY | $972,536 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,272,208 | BOYAmt |
| EOY | $1,006,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$195,770 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$48,612 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $461,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $321,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $694,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $469,564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,002,960 | CurrentTaxYearAmt |
| Total | $2,951,438 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $461,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $321,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $694,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $469,564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,002,960 | CurrentTaxYearAmt |
| Total | $2,951,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,483,659 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,467,779 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,164 | CurrentTaxYearAmt |
| Total | $80,795 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | -$79,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$44,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$2,390 | CurrentTaxYearAmt |
| Total | -$126,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,905,821 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $227,675 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,314,210 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$48,612 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$48,612 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,362,822 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,362,822 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,558,592 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,558,592 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,558,592 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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. 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, 2018. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (15 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| TANZANIA | ST. MARK'S CHILDREN'S HOME AND ORPHANAGE IN USA RIVER, TANZANIA PROVIDES OVER 100 ORPHANED CHILDREN WITH SHELTER, FOOD, AND EDUCATION. | $30,500 | $0 |
| UGANDA | PROVIDES 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. | $87,778 | $0 |
| KENYA | OPERATION OF A RESIDENTIAL BOARDING SCHOOL SERVING GIRLS FROM UNDER-PRIVILEGED COMMUNITIES. | $30,000 | $0 |
| SOUTH AFRICA | OPERATES COMMUNITY AND SOCIAL DEVELOPMENT PROGRAMS IN THE TOWNSHIPS OF SOUTH AFRICA. ONE OF THEIR CORE PROGRAMS IS DEDICATED TO FEEDING CHILDREN TWICE DAILY. | $99,000 | $0 |
| UGANDA | PROVIDES 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. | $50,900 | $0 |
| UGANDA | PROVIDES 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. | $48,500 | $0 |
| UGANDA | PROVIDES 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. | $45,010 | $0 |
| UGANDA | PROVIDES AN AFFORDABLE EDUCATION FOR 500+ LOCAL CHILDREN. | $24,150 | $0 |
| UGANDA | SUPPORT UPLIFT ACTIVITIES IN AGOGO REGION OF UGANDA. | $20,120 | $0 |
| UGANDA | PROVIDES 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. | $20,000 | $0 |
| UGANDA | REDEARTH EDUCATION IS A CHARITY AND UGANDAN NGO WORKING TO CREATE A FUTURE IN WHICH EVERY CHILD HAS AN EQUAL CHANCE IN LIFE. | $15,000 | $0 |
| TANZANIA | ST. MARK'S CHILDREN'S HOME AND ORPHANAGE IN USA RIVER, TANZANIA PROVIDES OVER 100 ORPHANED CHILDREN WITH SHELTER, FOOD, AND EDUCATION. | $15,000 | $0 |
| UGANDA | THE IT'S MY BODY COSMETICS BRAND INITIATIVE WILL EMPOWER LOCAL COMMUNITIES THROUGH INCOME GENERATING OPPORTUNITIES AND CULTIVATE SELF-ESTEEM AND CONFIDENCE IN UGANDAN YOUTH, WHILE CREATING A PRODUCT USING ALL NATURAL INGREDIENTS. | $8,000 | $0 |
| UGANDA | PROVIDES 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. | $7,000 | $0 |
| IVORY COST | UPLIFT PROGRAM IN IVORY COAST THAT INCLUDES SUPPORT PARENTING WORKSHOPS HELD BY UNITED FOR PEACE AGAINST CONFLICT INTERNATIONAL (UFPACI). | $5,220 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL SUTHERLAND | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $417,000 | TransactionAmt |
| Transaction | DONATIONS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FATHER AND DAUGHTER ARE BOARD MEMBERS AND NOT INDEPENDENT OF EACH OTHER. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED BY THE TREASURER. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REVIEWS AND ENSURES THE INDEPENDENCE OF THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION C, LINE 18 | UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEN YOGA & FITNESS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E FRONT ST | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271758357 | EIN |
| Primary Activities | PROVIDE YOGA AND FITNESS CLASSES TO THE COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Total Income | $342,680 | TotalIncomeAmt |
| End Of Year Assets | $214,534 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTOPIA FOUNDATION INC | BusinessNameLine1Txt |
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