COPPER SHORES COMMUNITY HEALTH FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COPPER SHORES COMMUNITY HEALTH FOUNDATION (EIN 38-3022945)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202003159349302680
- Schema version
- 2019v5.0
- 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 | 2020-11-10T13:34:11-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383435918 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUKKILA NEGRO AND ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SHELDEN AVENUE | AddressLine1Txt |
| City | HOUGHTON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 499311964 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383022945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTAGE HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 9065235920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUINCY ST 405 PO BOX 299 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN STORE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9065235920 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER A NEGRO | PreparerPersonNm |
| PTIN | P01076084 | PTIN |
| Phone | 9064826601 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.70.140.19 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 13:34:11 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9A37BD960F3BBE8A0BF4897C90E5168D76C2C22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9A37BD960F3BBE8A0BF4897C90E5168D76C2C22 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN STORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 299 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,908,386 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHFGIVE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE CHARITABLE HEALTH NEEDS OF THE COMMUNITY THROUGH ENHANCED PHILANTHROPY AND COMMUNITY COLLABORATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,313,368 | PYContributionsGrantsAmt |
| CY Contributions Grants | $498,276 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,134,407 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,952,345 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$402,879 | PYOtherRevenueAmt |
| CY Other Revenue | $567,491 | CYOtherRevenueAmt |
| PY Total Revenue | $4,044,896 | PYTotalRevenueAmt |
| CY Total Revenue | $3,018,112 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,025,287 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,411,067 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $386,883 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $460,477 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $192,585 | PYOtherExpensesAmt |
| CY Other Expenses | $290,151 | CYOtherExpensesAmt |
| PY Total Expenses | $3,604,755 | PYTotalExpensesAmt |
| CY Total Expenses | $2,161,695 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $440,141 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $856,417 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,237,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,553,584 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,284,312 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $389,574 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,952,864 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,164,010 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE CHARITABLE HEALTH NEEDS OF THE COMMUNITY THROUGH ENHANCED PHILANTHROPY AND COMMUNITY COLLABORATION | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,411,067 | ExpenseAmt |
| Grant | $1,411,067 | GrantAmt |
| Desc | GRANTS TO ORGANIZATIONS AND INDIVIDUALS WITH EMPHASIS ON THE FOLLOWING: HEALTH EDUCATION - LEARNING EXPERIENCES DESIGNED TO EXPAND AWARENESS AND KNOWLEDGE OF COMMUNITY HEALTH ISSUES HEALTH RESEARCH - PEOPLE, INSTITUTIONS, AND PROJECTS WITH THE PRIMARY PURPOSE OF IMPROVING INDIVIDUAL AND/OR COMMUNITY WELL-BEING THROUGH DEVELOPMENT AND IMPLEMENTATION OF HEALTH INITIATIVES COMMUNITY HEALTH - ACTIVITIES OR OPPORTUNITIES THAT PROMOTE HEALTHY LIFESTYLES. AS ONE EXAMPLE OF THIS INITIATIVE, AREA LAW ENFORCEMENT AGENCIES AND PORTAGE HEALTH FOUNDATION FORMED A COMMUNITY-WIDE PARTNERSHIP TO FINANCIALLY SUPPORT AN INCREASED UPPER PENINSULA SUBSTANCE ENFORCEMENT TEAM (UPSET WEST) IN AN EFFORT TO COMBAT THE GROWTH IN DRUG ABUSE AND DRUG-RELATED CRIME IN THE REGION. HEALTHCARE LEADERS - SCHOLARSHIPS AND/OR EDUCATIONAL OPPORTUNITIES THAT SUPPORT THE ADVANCEMENT OF TRADITIONAL AND NON-TRADITIONAL STUDENTS ACCESS TO CARE - PROVIDES FINANCIAL RESOURCES NEEDED TO DEVELOP NEW AND/OR EXPANDED HEALTH SERVICES TO MEET COMMUNITY NEEDS FLOOD RELIEF - PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS FOR DAMAGE CAUSED BY SEVERE FLOODING ON JUNE 16, 2018, WHICH AFFECTED COMMUNITIES DIRECTLY SERVED BY THE FOUNDATION. | Desc |
| Total Program Service Expenses | $1,411,067 | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (true) | 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 | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| 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 | PORTAGE HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9065235920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 299 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49930 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BERNADETTE YEOMAN-OUELLETTE | ||||||
| CHAIR | 0.77 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENT PETERSON | ||||||
| VICE CHAIR | 0.35 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUCE RUKKILA | ||||||
| TREASURER | 0.58 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN CLANCY-KLEMME | ||||||
| SECRETARY | 0.68 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHELLE BLAU | ||||||
| DIRECTOR | 0.33 | Yes (X) | $0 | $0 | $0 | |
| TERRY KINZEL | ||||||
| DIRECTOR | 0.27 | Yes (X) | $0 | $0 | $0 | |
| JEANNE KURTZ | ||||||
| DIRECTOR | 0.39 | Yes (X) | $0 | $0 | $0 | |
| PAUL OLLILA | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JAMES BOBULA | ||||||
| DIRECTOR | 0.33 | Yes (X) | $0 | $0 | $0 | |
| NICOLE COLLINS | ||||||
| DIRECTOR | 0.04 | Yes (X) | $0 | $0 | $0 | |
| JAMEY MARKHAM | ||||||
| DIRECTOR | 0.29 | Yes (X) | $0 | $0 | $0 | |
| KEVIN STORE | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $132,146 | $0 | $31,669 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $132,146 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $31,669 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $76,026 | GovernmentGrantsAmt |
| All Other Contributions | $422,250 | AllOtherContributionsAmt |
| Noncash Contributions | $15,028 | NoncashContributionsAmt |
| Total Contributions | $498,276 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,275,424 | TotalRevenueColumnAmt |
| Exclusion | $1,275,424 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,283,733 | SecuritiesAmt |
| Other | $270,030 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,876,694 | SecuritiesAmt |
| Other | $148 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $407,039 | SecuritiesAmt |
| Other | $269,882 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $676,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$148 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $677,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,724 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $13,432 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,708 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| JOINT VENTURE GAIN/(LOSS) | $569,510 | $569,510 |
| GRANT REFUND | $7,004 | $7,004 |
| OTHER INCOME | $685 | $685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $577,199 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,018,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $577,051 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,952,493 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,175 | TotalAmt |
| Program Services | $1,210,175 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,892 | TotalAmt |
| Program Services | $200,892 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,146 | TotalAmt |
| Management And General | $132,146 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,581 | TotalAmt |
| Management And General | $197,581 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,179 | TotalAmt |
| Management And General | $22,179 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,158 | TotalAmt |
| Management And General | $82,158 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,413 | TotalAmt |
| Management And General | $26,413 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,266 | TotalAmt |
| Management And General | $57,266 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,180 | TotalAmt |
| Management And General | $26,180 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,728 | TotalAmt |
| Management And General | $25,728 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,488 | TotalAmt |
| Management And General | $57,488 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,975 | TotalAmt |
| Management And General | $16,975 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,648 | TotalAmt |
| Management And General | $22,648 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,940 | TotalAmt |
| Management And General | $13,940 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,169 | TotalAmt |
| Management And General | $23,169 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,756 | TotalAmt |
| Management And General | $10,756 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,394 | TotalAmt |
| Management And General | $5,394 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,517 | TotalAmt |
| Management And General | $7,517 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EDUCATION/STAFF AND BOARD | $12,123 | $12,123 |
| DUES AND SUBSCRIPTIONS | $7,942 | $7,942 |
| MISCELLANEOUS | $2,796 | $2,796 |
| PAYROLL EXPENSES | $228 | $228 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1 | TotalAmt |
| Management And General | $1 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,161,695 | TotalAmt |
| Program Services | $1,411,067 | ProgramServicesAmt |
| Management And General | $750,628 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,884 | BOYAmt |
| EOY | $235,157 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,853 | BOYAmt |
| EOY | $995 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,500 | BOYAmt |
| EOY | $50,300 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,877 | BOYAmt |
| EOY | $8,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,746 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,658 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,682 | BOYAmt |
| EOY | $34,088 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,008,848 | BOYAmt |
| EOY | $61,333,909 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,321,532 | BOYAmt |
| EOY | $7,891,042 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,237,176 | BOYAmt |
| EOY | $69,553,584 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,199 | BOYAmt |
| EOY | $23,384 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,257,113 | BOYAmt |
| EOY | $366,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,284,312 | BOYAmt |
| EOY | $389,574 | 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 | $58,753,209 | BOYAmt |
| EOY | $68,926,743 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,655 | BOYAmt |
| EOY | $237,267 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,952,864 | BOYAmt |
| EOY | $69,164,010 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,237,176 | BOYAmt |
| EOY | $69,553,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $856,417 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,357,593 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,864 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,112,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $369,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,313,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $498,276 | CurrentTaxYearAmt |
| Total | $5,463,635 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,112,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $369,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,313,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $498,276 | CurrentTaxYearAmt |
| Total | $5,463,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,463,635 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,068,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $830,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,010,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,134,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,952,493 | CurrentTaxYearAmt |
| Total | $8,995,691 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$323,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$914,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$392,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,051 | CurrentTaxYearAmt |
| Total | -$1,028,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,431,238 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,512 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | JOINT VENTURE GAIN/LOSS & MISC. -1,028,088 | ExplanationTxt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,553 | DepreciationAmt |
| Book Value | $2,142 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,105 | DepreciationAmt |
| Book Value | $31,946 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,088 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY INVESTMENTS | Desc |
| Book Value | $7,891,042 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,891,042 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $12,363,255 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,357,593 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $13,278 | OtherRevenueAmt |
| Revenue Not Reported | $9,370,871 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,992,384 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,728 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,728 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,018,112 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,152,109 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $16,142 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $16,142 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,135,967 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,728 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,728 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,161,695 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | DIRECT FUNDRAISING EXP 13,431 BOOK/TAX ASSET LOSS DIFFERENCE -153 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | DIRECT FUNDRAISING EXPENSES 13,431 BOOK / TAX DEPRECIATION DIFFERENCE 2,711 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DIAL HELP | ||||||||
| 609 SHELDEN AVENUE | HOUGHTON | MI | 49931 | 382026918 | 3 | $29,555 | CASH | CRISIS UNIT FUNDING |
| FINLANDIA UNIVERSITY | ||||||||
| 601 QUINCY STREET | HANCOCK | MI | 49930 | 381359570 | GOV | $10,000 | CASH | SCHOLARSHIP GRANT |
| GOGEBIC COMMUNITY COLLEGE | ||||||||
| E4946 JACKSON ROAD | IRONWOOD | MI | 49938 | 382193133 | GOV | $10,000 | CASH | SCHOLARSHIP GRANT |
| MICHIGAN TECHNOLOGICAL UNIVERSITY | ||||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | 386005955 | GOV | $10,000 | CASH | SCHOLARSHIP GRANT |
| BARBARA KETTLE GUNDLACH SHELTER | ||||||||
| 620 CONGLOMERATE ST | ONTONAGON | MI | 49953 | 382321126 | 3 | $35,245 | CASH | FAMILY SUPPORT |
| NORTHERN MICHIGAN UNIVERSITY | ||||||||
| 1401 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | 386029206 | GOV | $10,000 | CASH | SCHOLARSHIP GRANT |
| CITY OF HOUGHTON | ||||||||
| 616 SHELDEN AVE | HOUGHTON | MI | 49931 | 386007225 | GOV | $151,460 | CASH | TASK FORCE SUPPORT |
| KEWEENAW FAMILY RESOURCE CENTER | ||||||||
| 850 W SHARON AVE STE 6 | HOUGHTON | MI | 49931 | 383138462 | 3 | $23,045 | CASH | GENERAL SUPPORT |
| LITTLE BROTHERS FRIENDS OF THE ELDE | ||||||||
| 527 HANCOCK STREET | HANCOCK | MI | 49930 | 382411631 | 3 | $101,975 | CASH | GENERAL SUPPORT |
| OMEGA HOUSE | ||||||||
| 2211 MAUREEN LANE | HOUGHTON | MI | 49931 | 383511814 | 3 | $65,419 | CASH | GENERAL SUPPORT |
| PHOENIX HOUSE | ||||||||
| WATERWORKS ST | CALUMET | MI | 49913 | 382068932 | 3 | $17,525 | CASH | CRISIS SERVICES |
| UP KIDS | ||||||||
| 57 HURON ST | HOUGHTON | MI | 49931 | 381368336 | 3 | $283,193 | CASH | GENERAL SUPPORT |
| PUBLIC SCHOOLS OF CLK | ||||||||
| 57070 MINE ST | CALUMET | MI | 49913 | 383320033 | GOV | $38,785 | CASH | GENERAL SUPPORT |
| STANTON TOWNSHIP | ||||||||
| 50960 CANAL RD | HOUGHTON | MI | 49931 | 382005834 | GOV | $131,741 | CASH | FIRE TRAINING FACILI |
| CALUMET TOWNSHIP | ||||||||
| 25880 RED JACKET RD | CALUMET | MI | 49913 | 381711880 | GOV | $15,000 | CASH | GENERAL SUPPORT |
| CHASSELL TOWNSHIP | ||||||||
| 41950 WILSON MEMORIAL DR | CHASSELL | MI | 49916 | 381984364 | GOV | $11,521 | CASH | RECREATIONAL SUPPORT |
| 31 BACKPACKS | ||||||||
| 1100 CENTURY WAY STE C | HOUGHTON | MI | 49931 | 454916842 | 3 | $18,049 | CASH | GENERAL SUPPORT |
| BARAGA COUNTY SHELTER HOME | ||||||||
| 11 S FOURTH ST | LANSE | MI | 49946 | 382512571 | 3 | $13,500 | CASH | GENERAL SUPPORT |
| COPPER COUNTRY INTERMEDIATE SCHOOL | ||||||||
| 809 HECLA ST | HANCOCK | MI | 49930 | 690351635 | GOV | $28,000 | CASH | GREENHOUSE PROJECT |
| COPPER COUNTRY SENIOR MEALS | ||||||||
| 821 W WATER ST | HANCOCK | MI | 49930 | 383041729 | 3 | $5,685 | CASH | GENERAL SUPPORT |
| COPPER HARBOR TRAILS CLUB | ||||||||
| 230 GRATIOT ST | COPPER HARBOR | MI | 49918 | 262959858 | 3 | $9,000 | CASH | |
| DAN SCHMIDTT GIFT OF MUSIC | ||||||||
| 2239 N FARMERS BLOCK RD | ALLOUEZ | MI | 49805 | 455214071 | 3 | $8,755 | CASH | GENERAL SUPPORT |
| GREAT LAKES RECOVERY CENTER | ||||||||
| 97 SOUTH FOURTH ST | ISHPEMING | MI | 49849 | 382453316 | 3 | $40,865 | CASH | GENERAL SUPPORT |
| ONTONAGON COUNTY CANCER ASSOC | ||||||||
| PO BOX 282 | ONTONAGON | MI | 49953 | 382865670 | 3 | $6,405 | CASH | GENERAL SUPPORT |
| SIMPLE KINDNESS FOR YOUTH | ||||||||
| 809 HECLA ST | HANCOCK | MI | 49930 | 800551359 | 3 | $21,040 | CASH | GENERAL SUPPORT |
| SUPERIOR SEARCH & RESCUE | ||||||||
| PO BOX 682 | HOUGHTON | MI | 49931 | 382971413 | 3 | $6,464 | CASH | GENERAL SUPPORT |
| SWEDETOWN TRAILS CLUB | ||||||||
| PO BOX 214 | CALUMET | MI | 49913 | 382628847 | 3 | $17,123 | CASH | GENERAL SUPPORT |
| VILLAGE OF L'ANSE | ||||||||
| 101 N MAIN ST | LANSE | MI | 49946 | 386007228 | GOV | $25,000 | CASH | RECREATIONAL FACILIT |
| BARAGA COUNTY | ||||||||
| 2 S MAIN ST | LANSE | MI | 49946 | 386000148 | GOV | $25,000 | CASH | RECREATIONAL FACILIT |
| VILLAGE OF ONTONAGON | ||||||||
| 315 QUARTZ ST | ONTONAGON | MI | 49953 | 386007194 | GOV | $16,900 | CASH | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| AWARD | 1 | $200 | CASH |
| FLOOD RELIEF | 88 | $188,192 | CASH |
| SCHOLARSHIPS | 12 | $10,500 | CASH |
| ACCESS TO CARE/GAS CARD | 15 | $2,000 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUESTS A PROGRAM OVERVIEW AND BUDGET, A SIX-MONTH PROGRESS REPORT, AND A FINAL STATUS REPORT COMPLETED WITHIN 60 DAYS FROM THE FINAL EXPENDITURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN STORE | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $130,146 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $2,000 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $10,572 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $21,097 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $163,815 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | COMMUNITY MEMBERS WHO ASSISTED ON VARIOUS COMMITTEES THROUGHOUT THE YEAR. |
| FORM 990, PAGE 2, PART III, LINE 4A | GRANTS TO ORGANIZATIONS AND INDIVIDUALS WITH EMPHASIS ON THE FOLLOWING: HEALTH EDUCATION - LEARNING EXPERIENCES DESIGNED TO EXPAND AWARENESS AND KNOWLEDGE OF COMMUNITY HEALTH ISSUES HEALTH RESEARCH - PEOPLE, INSTITUTIONS, AND PROJECTS WITH THE PRIMARY PURPOSE OF IMPROVING INDIVIDUAL AND/OR COMMUNITY WELL-BEING THROUGH DEVELOPMENT AND IMPLEMENTATION OF HEALTH INITIATIVES COMMUNITY HEALTH - ACTIVITIES OR OPPORTUNITIES THAT PROMOTE HEALTHY LIFESTYLES. AS ONE EXAMPLE OF THIS INITIATIVE, AREA LAW ENFORCEMENT AGENCIES AND PORTAGE HEALTH FOUNDATION FORMED A COMMUNITY-WIDE PARTNERSHIP TO FINANCIALLY SUPPORT AN INCREASED UPPER PENINSULA SUBSTANCE ENFORCEMENT TEAM (UPSET WEST) IN AN EFFORT TO COMBAT THE GROWTH IN DRUG ABUSE AND DRUG-RELATED CRIME IN THE REGION. HEALTHCARE LEADERS - SCHOLARSHIPS AND/OR EDUCATIONAL OPPORTUNITIES THAT SUPPORT THE ADVANCEMENT OF TRADITIONAL AND NON-TRADITIONAL STUDENTS ACCESS TO CARE - PROVIDES FINANCIAL RESOURCES NEEDED TO DEVELOP NEW AND/OR EXPANDED HEALTH SERVICES TO MEET COMMUNITY NEEDS FLOOD RELIEF - PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS FOR DAMAGE CAUSED BY SEVERE FLOODING ON JUNE 16, 2018, WHICH AFFECTED COMMUNITIES DIRECTLY SERVED BY THE FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 10B | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR OF THE FOUNDATION REVIEWS THE FORM 990 IN DETAIL PRIOR TO FILING. THE 990 IS THEN REVIEWED WITH FOUNDATION BOARD MEMBERS AT A REGULARLY SCHEDULED BOARD MEETING. EACH BOARD MEMBER IS PROVIDED A COPY OF THE FORM 990 FOR REVIEW BEFORE THE RETURN IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AN ANNUAL CONFLICT OF INTEREST POLICY STATEMENT IS COMPLETED AND SIGNED BY EACH BOARD MEMBER. THE EXECUTIVE DIRECTOR REVIEWS THE COMPLETED CONFLICT OF INTEREST FORMS. IF A CONFLICT IS IDENTIFIED, THAT BOARD MEMBER IS EXCUSED FROM ANY DISCUSSION OR VOT RELATING TO THE IDENTIFIED CONFLICT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION UTILIZES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDIES, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION UTILIZES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDIES, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | DIRECT FUNDRAISING EXP 13,431 BOOK/TAX ASSET LOSS DIFFERENCE -153 DIRECT FUNDRAISING EXPENSES -13,431 BOOK / TAX DEPRECIATION DIFFERENCE -2,711 TOTAL -2,864 |