2019-11-12T10:13:05-06:00 2018-12-31 383435918 RUKKILA NEGRO AND ASSOCIATES CPAS PC 310 SHELDEN AVENUE HOUGHTON MI 499311964 990 2018-01-01 383022945 PORTAGE HEALTH FOUNDATION PORT 9065235920 400 QUINCY ST 405 PO BOX 299 HANCOCK MI 49930 KEVIN STORE EXECUTIVE DIRECTOR 9065235920 2019-11-12 true PETER A NEGRO P01076084 9064826601 2019-11-08 68.70.140.19 2019-11-12 10:13:05 CS P 084851D8F037CC76FAD899AF3F8D7A01E1D229B9 E9A37BD960F3BBE8A0BF4897C90E5168D76C2C22 2018 2020-01-14 16:20:31Z KEVIN STORE PO BOX 299 HANCOCK MI 49930 6305441 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 4 5 0 170304 1313368 0 2010502 3134407 -913064 -402879 1267742 4044896 390407 3025287 0 283105 386883 0 0 231940 192585 905452 3604755 362290 440141 66237611 60237176 1313588 1284312 64924023 58952864 X TO SUPPORT THE CHARITABLE HEALTH NEEDS OF THE COMMUNITY THROUGH ENHANCED PHILANTHROPY AND COMMUNITY COLLABORATION false false 3025287 3025287 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 EXPAND HEALTH SERVICES TO MEET COMMUNITY NEEDS FLOOD RELIEF - PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS FOR DAMAGE CAUSED BY SEVERE FLODDING ON JUNE 16, 2018, WHICH AFFECTED COMMUNITIES DIRECTLY SERVED BY THE FOUNDATION. 3025287 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 7 0 4 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 3.00 X X 0 0 0 BRENT PETERSON VICE CHAIR 3.00 X X 0 0 0 BRUCE RUKKILA TREASURER 3.00 X X 0 0 0 ANN CLANCY-KLEMME SECRETARY 3.00 X X 0 0 0 MICHELLE BLAU DIRECTOR 3.00 X 0 0 0 TERRY KINZEL DIRECTOR 3.00 X 0 0 0 JEANNE KURTZ DIRECTOR 3.00 X 0 0 0 PAUL OLLILA DIRECTOR 3.00 X 0 0 0 JAMES BOBULA DIRECTOR 3.00 X 0 0 0 NICOLE COLLINS DIRECTOR 3.00 X 0 0 0 JAMEY MARKHAM DIRECTOR 3.00 X 0 0 0 KEVIN STORE EXECUTIVE DI 40.00 X 128998 0 24924 128998 24924 1 false true false 43300 1270068 1313368 1219461 1219461 2850000 1309628 2244682 605318 1309628 1914946 1914946 5722 15863 -10141 OTHER INCOME 1122 1122 GRANT REFUND 676 676 JOINT VENTURE GAIN/(LOSS) -394536 -394536 -392738 4044896 -392738 3134407 1075932 1075932 1949355 1949355 277788 277788 21181 21181 65815 65815 22099 22099 24209 24209 22253 22253 23750 23750 40774 40774 20826 20826 8700 8700 12630 12630 7838 7838 9194 9194 4793 4793 7437 7437 DUES AND SUBSCRIPTIONS 4377 4377 MISCELLANEOUS 3053 3053 EDUCATION/STAFF AND BOARD 2751 2751 3604755 3025287 579468 0 458214 812884 97 15853 185200 43500 4758 1877 84863 52181 44365 32682 57828909 52008848 7716068 7321532 66237611 60237176 18475 27199 1295113 1257113 1313588 1284312 X 64619944 58753209 304079 199655 64924023 58952864 66237611 60237176 X 440141 -6404413 -6887 X false true X true false X 84004 3112048 369639 170304 1313368 5049363 84004 3112048 369639 170304 1313368 5049363 5049363 1112455 1068193 830096 2010502 3134407 8155653 -123476 25225 -323428 -914198 -392738 -1728615 11476401 52406 0.44000 0.93620 X true false PART II, LINE 10 JOINT VENTURE GAIN/LOSS & MISC. -1,728,615 10695 7025 3670 74168 45156 29012 32682 EQUITY INVESTMENTS 7321532 7321532 -2191654 -6404413 167863 -6236550 4044896 4044896 3779505 174750 174750 3604755 3604755 SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXP 15,863 INTERFUND GRANT 152,000 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES 15,863 INTERFUND GRANT 152,000 BOOK / TAX DEPRECIATION DIFFERENCE 6,887 true DIAL HELP 609 SHELDEN AVENUE HOUGHTON MI 49931 382026918 3 443120 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 MSU COLLEGE OF HUMAN MEDICINE 965 FEE RD A110 EAST LANSING MI 48824 386005984 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 10780 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 109750 CASH TASK FORCE SUPPORT KEWEENAW COMMUNITY FOUNDATION 236 QUINCY STREET HANCOCK MI 49930 383223079 3 20000 OUTDOOR REC & WELLNE KEWEENAW FAMILY RESOURCE CENTER 850 W SHARON AVE STE 6 HOUGHTON MI 49931 383138462 3 10230 GENERAL SUPPORT LITTLE BROTHERS FRIENDS OF THE ELDE 527 HANCOCK STREET HANCOCK MI 49930 382411631 3 69715 GENERAL SUPPORT OMEGA HOUSE 2211 MAUREEN LANE HOUGHTON MI 49931 383511814 GOV 60548 GENERAL SUPPORT SIMPLE KINDNESS FOR YOUTH 809 HECLA ST HANCOCK MI 49930 800551359 3 11351 GENERAL SUPPORT UP KIDS 57 HURON ST HOUGHTON MI 49930 381368336 3 25810 GENERAL SUPPORT GREENLAND TOWNSHIP 1502 MASS AVE MASS CITY MI 49948 381964046 GOV 22600 GENERAL SUPPORT INNOVATE MARQUETTE 1400 PRESQUE ISLE AVE MARQUETTE MI 49855 473721222 3 20000 GENERAL SUPPORT PORTAGE LAKE MULTI-EDUCATIONAL SERV 17320 PENROSE BLUFF HOUGHTON MI 49931 237310853 3 20000 GENERAL SUPPORT PUBLIC SCHOOLS OF CLK 57070 MINE ST CALUMET MI 49913 383320033 3 42411 GENERAL SUPPORT STANTON TOWNSHIP 50960 CANAL RD HOUGHTON MI 49931 382005834 GOV 50000 COMMUNITY GARDEN WESTERN UP FOOD BANK 926 DODGE ST HOUGHTON MI 49931 870723404 3 7150 GENERAL SUPPORT CALUMET TOWNSHIP 25880 RED JACKET RD CALUMET MI 49913 381711880 GOV 17500 GENERAL SUPPORT CITY OF HANCOCK 399 QUINCY ST HANCOCK MI 49930 GOV 22000 GENERAL SUPPORT FRIENDS OF THE PORKIES PO BOX 221 ONTONAGON MI 49953 383388836 3 8116 GENERAL SUPPORT CHASSELL TOWNSHIP 41950 WILSON MEMORIAL DR CHASSELL MI 49916 381984364 GOV 16550 FIRE DEPT SUPPORT 24 AWARD 14 13700 CASH FLOOD RELIEF 339 1927405 CASH M SEGUIN SCHOLARSHIP 1 6000 CASH ACCESS TO CARE/GAS CARD 13 2250 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. false false false false false false false false false KEVIN STORE EXECUTIVE DIRECTOR 128998 3304 21620 153922 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 EXPAND HEALTH SERVICES TO MEET COMMUNITY NEEDS FLOOD RELIEF - PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS FOR DAMAGE CAUSED BY SEVERE FLODDING 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 15,863 INTERFUND GRANT 152,000 DIRECT FUNDRAISING EXPENSES -15,863 INTERFUND GRANT -152,000 BOOK / TAX DEPRECIATION DIFFERENCE -6,887 TOTAL -6,887