2020-11-10T13:34:11-06:00 2019-12-31 383435918 RUKKILA NEGRO AND ASSOCIATES CPAS PC 310 SHELDEN AVENUE HOUGHTON MI 499311964 990 2019-01-01 383022945 PORTAGE HEALTH FOUNDATION PORT 9065235920 400 QUINCY ST 405 PO BOX 299 HANCOCK MI 49930 KEVIN STORE EXECUTIVE DIRECTOR 9065235920 2020-11-11 true PETER A NEGRO P01076084 9064826601 2020-11-09 68.70.140.19 2020-11-10 13:34:11 CS P E9A37BD960F3BBE8A0BF4897C90E5168D76C2C22 E9A37BD960F3BBE8A0BF4897C90E5168D76C2C22 2019 2021-01-29 14:40:06Z KEVIN STORE PO BOX 299 HANCOCK MI 49930 4908386 false X WWW.PHFGIVE.ORG X 1990 MI TO SUPPORT THE CHARITABLE HEALTH NEEDS OF THE COMMUNITY THROUGH ENHANCED PHILANTHROPY AND COMMUNITY COLLABORATION 11 11 6 2 0 1313368 498276 0 3134407 1952345 -402879 567491 4044896 3018112 3025287 1411067 0 386883 460477 0 0 192585 290151 3604755 2161695 440141 856417 60237176 69553584 1284312 389574 58952864 69164010 X TO SUPPORT THE CHARITABLE HEALTH NEEDS OF THE COMMUNITY THROUGH ENHANCED PHILANTHROPY AND COMMUNITY COLLABORATION false false 1411067 1411067 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. 1411067 true true false false false false false false false false true false false true false false true false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false true 8 0 6 true false false false false false false false false X 11 11 false false false false false false false true true false false true true true true false true true true true true MI X PORTAGE HEALTH FOUNDATION 9065235920 PO BOX 299 HANCOCK MI 49930 BERNADETTE YEOMAN-OUELLETTE CHAIR 0.77 X X 0 0 0 BRENT PETERSON VICE CHAIR 0.35 X X 0 0 0 BRUCE RUKKILA TREASURER 0.58 X X 0 0 0 ANN CLANCY-KLEMME SECRETARY 0.68 X X 0 0 0 MICHELLE BLAU DIRECTOR 0.33 X 0 0 0 TERRY KINZEL DIRECTOR 0.27 X 0 0 0 JEANNE KURTZ DIRECTOR 0.39 X 0 0 0 PAUL OLLILA DIRECTOR 0.20 X 0 0 0 JAMES BOBULA DIRECTOR 0.33 X 0 0 0 NICOLE COLLINS DIRECTOR 0.04 X 0 0 0 JAMEY MARKHAM DIRECTOR 0.29 X 0 0 0 KEVIN STORE EXECUTIVE DI 40.00 X 132146 0 31669 132146 31669 1 false true false 76026 422250 15028 498276 1275424 1275424 2283733 270030 1876694 148 407039 269882 676921 -148 677069 3724 13432 -9708 JOINT VENTURE GAIN/(LOSS) 569510 569510 GRANT REFUND 7004 7004 OTHER INCOME 685 685 577199 3018112 577051 1952493 1210175 1210175 200892 200892 132146 132146 197581 197581 22179 22179 82158 82158 26413 26413 57266 57266 26180 26180 25728 25728 57488 57488 16975 16975 22648 22648 13940 13940 23169 23169 10756 10756 5394 5394 7517 7517 EDUCATION/STAFF AND BOARD 12123 12123 DUES AND SUBSCRIPTIONS 7942 7942 MISCELLANEOUS 2796 2796 PAYROLL EXPENSES 228 228 1 1 2161695 1411067 750628 0 812884 235157 15853 995 43500 50300 1877 8093 69746 35658 32682 34088 52008848 61333909 7321532 7891042 60237176 69553584 27199 23384 1257113 366190 1284312 389574 X 58753209 68926743 199655 237267 58952864 69164010 60237176 69553584 X 856417 9357593 -2864 X false true X true false X 3112048 369639 170304 1313368 498276 5463635 3112048 369639 170304 1313368 498276 5463635 5463635 1068193 830096 2010502 3134407 1952493 8995691 25225 -323428 -914198 -392738 577051 -1028088 13431238 16512 0.40680 0.44000 X true false PART II, LINE 10 JOINT VENTURE GAIN/LOSS & MISC. -1,028,088 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10695 8553 2142 59051 27105 31946 34088 EQUITY INVESTMENTS 7891042 7891042 12363255 9357593 13278 9370871 2992384 25728 25728 3018112 2152109 16142 16142 2135967 25728 25728 2161695 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 true DIAL HELP 609 SHELDEN AVENUE HOUGHTON MI 49931 382026918 3 29555 CASH CRISIS UNIT FUNDING FINLANDIA UNIVERSITY 601 QUINCY STREET HANCOCK MI 49930 381359570 GOV 10000 CASH SCHOLARSHIP GRANT GOGEBIC COMMUNITY COLLEGE E4946 JACKSON ROAD IRONWOOD MI 49938 382193133 GOV 10000 CASH SCHOLARSHIP GRANT MICHIGAN TECHNOLOGICAL UNIVERSITY 1400 TOWNSEND DRIVE HOUGHTON MI 49931 386005955 GOV 10000 CASH SCHOLARSHIP GRANT BARBARA KETTLE GUNDLACH SHELTER 620 CONGLOMERATE ST ONTONAGON MI 49953 382321126 3 35245 CASH FAMILY SUPPORT NORTHERN MICHIGAN UNIVERSITY 1401 PRESQUE ISLE AVE MARQUETTE MI 49855 386029206 GOV 10000 CASH SCHOLARSHIP GRANT CITY OF HOUGHTON 616 SHELDEN AVE HOUGHTON MI 49931 386007225 GOV 151460 CASH TASK FORCE SUPPORT KEWEENAW FAMILY RESOURCE CENTER 850 W SHARON AVE STE 6 HOUGHTON MI 49931 383138462 3 23045 CASH GENERAL SUPPORT LITTLE BROTHERS FRIENDS OF THE ELDE 527 HANCOCK STREET HANCOCK MI 49930 382411631 3 101975 CASH GENERAL SUPPORT OMEGA HOUSE 2211 MAUREEN LANE HOUGHTON MI 49931 383511814 3 65419 CASH GENERAL SUPPORT PHOENIX HOUSE WATERWORKS ST CALUMET MI 49913 382068932 3 17525 CASH CRISIS SERVICES UP KIDS 57 HURON ST HOUGHTON MI 49931 381368336 3 283193 CASH GENERAL SUPPORT PUBLIC SCHOOLS OF CLK 57070 MINE ST CALUMET MI 49913 383320033 GOV 38785 CASH GENERAL SUPPORT STANTON TOWNSHIP 50960 CANAL RD HOUGHTON MI 49931 382005834 GOV 131741 CASH FIRE TRAINING FACILI CALUMET TOWNSHIP 25880 RED JACKET RD CALUMET MI 49913 381711880 GOV 15000 CASH GENERAL SUPPORT CHASSELL TOWNSHIP 41950 WILSON MEMORIAL DR CHASSELL MI 49916 381984364 GOV 11521 CASH RECREATIONAL SUPPORT 31 BACKPACKS 1100 CENTURY WAY STE C HOUGHTON MI 49931 454916842 3 18049 CASH GENERAL SUPPORT BARAGA COUNTY SHELTER HOME 11 S FOURTH ST LANSE MI 49946 382512571 3 13500 CASH GENERAL SUPPORT COPPER COUNTRY INTERMEDIATE SCHOOL 809 HECLA ST HANCOCK MI 49930 690351635 GOV 28000 CASH GREENHOUSE PROJECT COPPER COUNTRY SENIOR MEALS 821 W WATER ST HANCOCK MI 49930 383041729 3 5685 CASH GENERAL SUPPORT COPPER HARBOR TRAILS CLUB 230 GRATIOT ST COPPER HARBOR MI 49918 262959858 3 9000 CASH DAN SCHMIDTT GIFT OF MUSIC 2239 N FARMERS BLOCK RD ALLOUEZ MI 49805 455214071 3 8755 CASH GENERAL SUPPORT GREAT LAKES RECOVERY CENTER 97 SOUTH FOURTH ST ISHPEMING MI 49849 382453316 3 40865 CASH GENERAL SUPPORT ONTONAGON COUNTY CANCER ASSOC PO BOX 282 ONTONAGON MI 49953 382865670 3 6405 CASH GENERAL SUPPORT SIMPLE KINDNESS FOR YOUTH 809 HECLA ST HANCOCK MI 49930 800551359 3 21040 CASH GENERAL SUPPORT SUPERIOR SEARCH & RESCUE PO BOX 682 HOUGHTON MI 49931 382971413 3 6464 CASH GENERAL SUPPORT SWEDETOWN TRAILS CLUB PO BOX 214 CALUMET MI 49913 382628847 3 17123 CASH GENERAL SUPPORT VILLAGE OF L'ANSE 101 N MAIN ST LANSE MI 49946 386007228 GOV 25000 CASH RECREATIONAL FACILIT BARAGA COUNTY 2 S MAIN ST LANSE MI 49946 386000148 GOV 25000 CASH RECREATIONAL FACILIT VILLAGE OF ONTONAGON 315 QUARTZ ST ONTONAGON MI 49953 386007194 GOV 16900 CASH GENERAL SUPPORT 30 AWARD 1 200 CASH FLOOD RELIEF 88 188192 CASH SCHOLARSHIPS 12 10500 CASH ACCESS TO CARE/GAS CARD 15 2000 CASH SCHEDULE I, PAGE 1, PART I, LINE 2 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. X X false false false false false false false false false KEVIN STORE EXECUTIVE DIRECTOR 130146 2000 10572 21097 163815 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