COPPER SHORES COMMUNITY HEALTH FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COPPER SHORES COMMUNITY HEALTH FOUNDATION (EIN 38-3022945)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202533109349303643
- Schema version
- 2024v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T16:23:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383022945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COPPER SHORES COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COPP | BusinessNameControlTxt |
| Phone | 9065235920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUINCY ST FLOOR 5 | 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 | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN A MARKHAM | PreparerPersonNm |
| PTIN | P01330175 | PTIN |
| Phone | 9064826601 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KEVIN STORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUINCY ST FLOOR 5 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,433,109 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COPPERSHORES.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 | 67 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,194,865 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,141,677 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $110,283 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,367,609 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,482,015 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,560 | PYOtherRevenueAmt |
| CY Other Revenue | $10,985 | CYOtherRevenueAmt |
| PY Total Revenue | $4,680,317 | PYTotalRevenueAmt |
| CY Total Revenue | $20,640,827 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,923,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,090,700 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,392,708 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,072,239 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,146,756 | PYOtherExpensesAmt |
| CY Other Expenses | $1,599,796 | CYOtherExpensesAmt |
| PY Total Expenses | $5,462,971 | PYTotalExpensesAmt |
| CY Total Expenses | $6,762,735 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$782,654 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,878,092 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $79,926,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,573,175 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,219,955 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,857,945 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,706,281 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,715,230 | 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 | $1,844,422 | ExpenseAmt |
| Grant | $1,555,967 | GrantAmt |
| Desc | COMMUNITY COUNSELING & WELLNESS - THE FOUNDATION PROVIDES OUTPATIENT COUNSELING, MENTAL HEALTH CONCIERGE SERVICES, AND PREVENTION AND MENTAL HEALTH WELLNESS EDUCATION SUPPORT FOR INDIVIDUALS AND FAMILIES, INCLUDING THOSE RECOVERING FROM SEXUAL ASSAULT, VIOLENT CRIMES, AND OTHER TRAUMA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,696,447 | ExpenseAmt |
| Grant | $35,155 | GrantAmt |
| Desc | NUTRITION PROGRAMMING - IMPROVING ACCESS TO LOCALLY GROWN AND HEALTHFUL FOOD WITHIN OUR COMMUNITY AS WELL AS EDUCATIONAL RESOURCES AND TOOLS TO PROMOTE SUSTAINABLE CHANGES TO EATING AND LIFESTYLE HABITS FOR ALL. MEALS ON WHEELS PROGRAM PROVIDES HOME-DELIVERED AND CONGREGATE MEAL SERVICES DESIGNED TO PROVIDE 33 PERCENT OF THE DAILY NUTRITIONAL REQUIREMENTS OF INDIVIDUALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,022,316 | ExpenseAmt |
| Grant | $478,341 | GrantAmt |
| Revenue | $6,150 | RevenueAmt |
| Desc | COMMUNITY OUTREACH & EDUCATION -THE FOUNDATION USES EVIDENCE-BASED TRAINING AND PROGRAMMING TO EDUCATE COPPER COUNTRY RESIDENTS OF ALL AGES ON A VARIETY OF TOPICS. THE PROGRAM OFFERS TRAINING TO ADDRESS SUBSTANCE ABUSE PREVENTION, SUICIDE PREVENTION, PARENTING CLASSES AND TRAINING'S WITH COMMUNITY PARTNERS TO ASSIST FIRST RESPONDERS, AS WELL AS FOLLOW UP FOR INDIVIDUALS AT RISK OF SUICIDE AND FAMILY SUPPORT SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $549,440 | ExpenseAmt |
| Grant | $21,237 | GrantAmt |
| Desc | VICTIM SUPPORT - SUPPORTS VICTIMS OF ANY CRIME. RESOURCES PROVIDED INCLUDE CHILD ADVOCACY CENTER TO MINIMIZE TRAUMA TO THE CHILD DURING THE PROCESS OF CHILD ABUSE INVESTIGATIONS, SUICIDE SURVIVORS ON CALL SUPPORT TO THOSE IN THE COMMUNITY WHO LOSE SOMEONE TO SUICIDE AND SEXUAL ASSAULT RESPONSE FOR VICTIMS OF SEXUAL ASSAULT, INCLUDING SPECIALLY TRAINED NURSES. BRIDGES - ASSISTING COMMUNITY MEMBERS STRUGGLING WITH POVERTY. THE FOUNDATION PROVIDES A FREE 16-WEEK PROGRAM TO ASSIST INDIVIDUALS IN IMPROVING STABILITY, WORKSHOPS TO EDUCATE THE COMMUNITY ABOUT THE COMPLEXITIES OF POVERTY, AND INDEPTH PERSONAL FINANCIAL COACHING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $549,440 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $21,237 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,112,625 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | 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 | Yes (true) | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 67 | 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 | Yes (true) | 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 | COPPER SHORES COMMUNITY HEALTH FOUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9065235920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUINCY ST FLOOR 5 | AddressLine1Txt |
| City | HANCOCK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49930 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| KEVIN STORE | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $158,947 | $0 | $37,973 | |
| BERNADETTE YEOMAN-OUELLETTE | ||||||
| CHAIR | 18.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRENT PETERSON | ||||||
| VICE CHAIR | 11.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRUCE RUKKILA | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANN CLANCY-KLEMME | ||||||
| SECRETARY | 11.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHELE BLAU | ||||||
| DIRECTOR | 6.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES BOBULA | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MARLENE GILPIN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES KOTAJARVI | ||||||
| DIRECTOR | 5.75 | $0 | $0 | $0 | Yes (X) | |
| JAMEY MARKHAM | ||||||
| DIRECTOR | 6.50 | $0 | $0 | $0 | Yes (X) | |
| SAVANNA RIVEST | ||||||
| DIRECTOR | 6.75 | $0 | $0 | $0 | Yes (X) | |
| GUY ST GERMAIN | ||||||
| DIRECTOR | 8.75 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $158,947 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $37,973 | 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 | $1,323,615 | GovernmentGrantsAmt |
| All Other Contributions | $1,818,062 | AllOtherContributionsAmt |
| Noncash Contributions | $501,674 | NoncashContributionsAmt |
| Total Contributions | $3,141,677 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE-STUDENT TRAIN | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $6,150 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,150 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,948,324 | TotalRevenueColumnAmt |
| Exclusion | $1,948,324 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,551,089 | SecuritiesAmt |
| Other | $1,744,700 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,761,246 | SecuritiesAmt |
| Other | $852 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,789,843 | SecuritiesAmt |
| Other | $1,743,848 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,533,691 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$852 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $15,534,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,527 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $30,184 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,343 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| INSURANCE CLAIM | $5,011 | $5,011 |
| OTHER INCOME | $631 | $631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,642 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,640,827 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,940 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $17,482,867 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,890,830 | TotalAmt |
| Program Services | $1,890,830 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,870 | TotalAmt |
| Program Services | $199,870 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,468 | TotalAmt |
| Management And General | $171,468 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859,502 | TotalAmt |
| Program Services | $1,314,756 | ProgramServicesAmt |
| Management And General | $544,746 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,775 | TotalAmt |
| Program Services | $88,726 | ProgramServicesAmt |
| Management And General | $46,049 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,378 | TotalAmt |
| Program Services | $556,323 | ProgramServicesAmt |
| Management And General | $186,055 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,116 | TotalAmt |
| Program Services | $110,356 | ProgramServicesAmt |
| Management And General | $53,760 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,093 | TotalAmt |
| Management And General | $75,093 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,744 | TotalAmt |
| Management And General | $90,744 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Management And General | $60,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,713 | TotalAmt |
| Program Services | $9,014 | ProgramServicesAmt |
| Management And General | $29,699 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,210 | TotalAmt |
| Program Services | $6,300 | ProgramServicesAmt |
| Management And General | $75,910 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,714 | TotalAmt |
| Program Services | $30,899 | ProgramServicesAmt |
| Management And General | $58,815 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,838 | TotalAmt |
| Program Services | $4,147 | ProgramServicesAmt |
| Management And General | $44,691 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,807 | TotalAmt |
| Program Services | $129,770 | ProgramServicesAmt |
| Management And General | $57,037 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,006 | TotalAmt |
| Program Services | $63,680 | ProgramServicesAmt |
| Management And General | $7,326 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,259 | TotalAmt |
| Program Services | $20,428 | ProgramServicesAmt |
| Management And General | $16,831 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,743 | TotalAmt |
| Program Services | $28,142 | ProgramServicesAmt |
| Management And General | $11,601 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,132 | TotalAmt |
| Management And General | $19,132 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $420,102 | $420,102 | |
| SUPPLIES & SMALL EQUIPMEN | $88,051 | $88,051 | |
| DUES & SUBSCRIPTION | $59,948 | $21,870 | $38,078 |
| EDUCATION/BOARD DEV. | $47,081 | $12,175 | $34,906 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,355 | TotalAmt |
| Program Services | $117,186 | ProgramServicesAmt |
| Management And General | $28,169 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,762,735 | TotalAmt |
| Program Services | $5,112,625 | ProgramServicesAmt |
| Management And General | $1,650,110 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,907 | BOYAmt |
| EOY | $937,409 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910 | BOYAmt |
| EOY | $25,073 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,180 | BOYAmt |
| EOY | $474,128 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,224 | BOYAmt |
| EOY | $83,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,112,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $204,476 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,490 | BOYAmt |
| EOY | $908,171 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,730,365 | BOYAmt |
| EOY | $76,139,894 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,083,160 | BOYAmt |
| EOY | $8,004,573 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,926,236 | BOYAmt |
| EOY | $86,573,175 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,925 | BOYAmt |
| EOY | $291,187 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,380 | BOYAmt |
| EOY | $1,446,649 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,392 | BOYAmt |
| EOY | $71,438 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,258 | BOYAmt |
| EOY | $48,671 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,955 | BOYAmt |
| EOY | $1,857,945 | 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 | $78,081,090 | BOYAmt |
| EOY | $84,047,682 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,191 | BOYAmt |
| EOY | $667,548 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,706,281 | BOYAmt |
| EOY | $84,715,230 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,926,236 | BOYAmt |
| EOY | $86,573,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,878,092 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,869,143 | NetUnrlzdGainsLossesInvstAmt |
| 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $1,430,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,339,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,373,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,194,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,141,676 | CurrentTaxYearAmt |
| Total | $10,479,936 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,430,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,339,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,373,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,194,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,141,676 | CurrentTaxYearAmt |
| Total | $10,479,936 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,479,936 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,130,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,559,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,410,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,718,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,948,324 | CurrentTaxYearAmt |
| Total | $7,767,308 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $620,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,642 | CurrentTaxYearAmt |
| Total | $717,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,964,928 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $190,857 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48300 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPORTING SCHEDULE | REAL ESTATE 501,674 |
| PART II, LINE 10 | JOINT VENTURE GAIN/LOSS & MISC. 60,985 GRANTS RETURNED 629,515 OTHER INCOME-RESTITUTION 21,542 OTHER INCOME 631 INSURANCE CLAIM 5,011 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $251,499 | BeginningYearBalanceAmt |
| Contributions | $54,000 | ContributionsAmt |
| Investment Earnings Or Losses | $33,035 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,900 | GrantsOrScholarshipsAmt |
| End Year Balance | $334,634 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $142,031 | BeginningYearBalanceAmt |
| Contributions | $90,850 | ContributionsAmt |
| Investment Earnings Or Losses | $31,656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,038 | GrantsOrScholarshipsAmt |
| End Year Balance | $251,499 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,418 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$23,387 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $142,031 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,048 | BeginningYearBalanceAmt |
| Contributions | $90,000 | ContributionsAmt |
| Investment Earnings Or Losses | $14,369 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $36,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $165,418 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,981 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $13,068 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $97,048 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,867 | OtherCostOrOtherBasisAmt |
| Book Value | $100,867 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $764,459 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,932 | DepreciationAmt |
| Book Value | $656,527 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,837 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,864 | DepreciationAmt |
| Book Value | $31,973 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,680 | DepreciationAmt |
| Book Value | $118,804 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $908,171 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| EQUITY INVESTMENTS | $7,952,027 |
| RIGHT OF USE ASSET-OFFICE LEASE | $48,671 |
| SECURITY DEPOSIT | $3,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,004,573 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE OBLIGATION | Desc |
| Amt | $48,671 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,671 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,713,242 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,869,143 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $23,160 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$21,602 | OtherRevenueAmt |
| Revenue Not Reported | -$7,867,585 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,580,827 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $60,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $60,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,640,827 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,704,293 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $23,160 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$21,602 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,558 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,702,735 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $60,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $60,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,762,735 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ONTONAGON COUNTY CANCER PERMANENT ENDOWMENT IS INTENDED TO SUPPORT CANCER RELATED SERVICES, SCREENINGS, WELLNESS AND HEALTH RELATED SUPPORT SERVICES WITHIN ONTONAGON COUNTY. THE PERMANENT SCHOLARSHIP ENDOWMENT IS INTENDED TO SUPPORT ONTONAGON AREA SCHOOLS GRADUATES WITH SCHOLARSHIPS. THE KELLER FAMILY COMMUNITY FOUNDATION RIDE WITH CLAUDIA CANCER TRANSPORTATION FUND IS INTENDED TO SUPPORT CANCER CARE PATIENT TRANSPORTATION.THE CAMP JOSH FUNDS IS INTENDED TO SUPPORT INDIVIDUALS WITH DISABILITIES AND/OR SPECIAL NEEDS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FOREIGN TAXES -21,602 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FOREIGN TAXES -21,602 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA BALL | Event1Nm |
| Gross Receipts Event1 | $35,527 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $35,527 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,532 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,985 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,664 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,003 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $35,527 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $35,527 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,532 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,985 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,664 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,003 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,184 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,343 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 31 BACKPACKS | ||||||||
| 1100 CENTURY WAY STE C | HOUGHTON | MI | 49931 | 454916842 | 3 | $57,338 | BOOK | FOOD, GENERAL |
| AHMEEK VILLAGE VOLUNTEER FIRE DEPT | ||||||||
| 111 VIVIAN STREET | AHMEEK | MI | 49901 | 851254853 | 3 | $5,243 | BOOK | GENERAL SUPPORT |
| BARAGA COUNTY SHELTER HOME | ||||||||
| 11 S FOURTH ST | LANSE | MI | 49946 | 382512571 | 3 | $16,914 | BOOK | GENERAL SUPPORT |
| BARAGA STATE PARK | ||||||||
| 1300 US-41 | BARAGA | MI | 49908 | 386000134 | GOV | $20,000 | BOOK | RECREATIONAL SUPPORT |
| BARBARA KETTLE GUNDLACH SHELTER | ||||||||
| 620 CONGLOMERATE ST | ONTONAGON | MI | 49953 | 382321126 | 3 | $53,787 | BOOK | FAMILY SUPPORT |
| BIG BROTHERBIG SISTERS | ||||||||
| PO BOX 428 | HOUGHTON | MI | 49931 | 381368336 | 3 | $31,213 | BOOK | GENERAL SUPPORT |
| BOOTJACK FIRE AND RESCUE DEPARTMENT | ||||||||
| 4715 BOOTJACK RD | LAKE LINDEN | MI | 49945 | 383541429 | GOV | $9,956 | BOOK | GENERAL SUPPORT |
| CALUMET ART CENTER INC | ||||||||
| 58981 CALUMET WATERWORKS RD | CALUMET | MI | 49913 | 270222702 | 3 | $7,629 | BOOK | GENERAL SUPPORT |
| CALUMET TOWNSHIP | ||||||||
| 25880 RED JACKET RD | CALUMET | MI | 49913 | 381711880 | GOV | $38,000 | BOOK | RECREATIONAL SUPPORT |
| CAMP JOSH | ||||||||
| 34239 QUARTERLINE RD | ONTONAGON | MI | 49953 | 383541669 | 3 | $33,069 | BOOK | GENERAL SUPPORT |
| COPPER COUNTRY ANGEL MISSION | ||||||||
| 433 5TH ST | CALUMET | MI | 49913 | 844106746 | 3 | $41,737 | BOOK | GENERAL SUPPORT |
| COPPER COUNTRY HABITAT FOR HUMANITY | ||||||||
| PO BOX 231 | HOUGHTON | MI | 49931 | 383113603 | 3 | $29,595 | BOOK | GENERAL SUPPORT |
| COPPER COUNTRY HUMANE SOCIETY | ||||||||
| 501 NARA PARK RD | HOUGHTON | MI | 49931 | 237423778 | 3 | $26,771 | BOOK | GENERAL SUPPORT |
| COPPER COUNTRY INTERMEDIATE SCHOOL | ||||||||
| 809 HECLA ST | HANCOCK | MI | 49930 | 690351635 | GOV | $9,516 | BOOK | EDUC. SUP & EQ LOANS |
| COPPER HARBOR TRAILS CLUB | ||||||||
| 230 GRATIOT ST | COPPER HARBOR | MI | 49918 | 262959858 | 3 | $50,115 | BOOK | RECREATIONAL SUPPORT |
| DAN SCHMIDTT GIFT OF MUSIC | ||||||||
| 2239 N FARMERS BLOCK RD | ALLOUEZ | MI | 49805 | 455214071 | 3 | $8,235 | BOOK | GENERAL SUPPORT |
| DOLLAR BAY TAMARACK SCHOOLS | ||||||||
| 48475 MAPLE DRIVE | DOLLAR BAY | MI | 49922 | 386001485 | GOV | $14,962 | BOOK | TRAUMA, FOOD |
| EAGLE HARBOR TOWNSHIP | ||||||||
| 321 CENTER ST | EAGLE HARBOR | MI | 49950 | 382308338 | GOV | $20,000 | BOOK | GENERAL SUPPORT |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | 363673599 | 3 | $20,000 | BOOK | FOOD PROGRAM |
| GREAT LAKES RECOVERY CENTER | ||||||||
| 97 SOUTH FOURTH ST | ISHPEMING | MI | 49849 | 382453316 | 3 | $300,000 | BOOK | GENERAL SUPPORT |
| GROUND FARMERS MARKET COLLECTIVE | ||||||||
| 400 QUINCY ST | HANCOCK | MI | 49930 | 921228987 | 3 | $6,641 | BOOK | FARMER SUPPORT |
| HANCOCK TRAIL CLUB | ||||||||
| PO BOX 564 | HANCOCK | MI | 49930 | 383439782 | 3 | $19,225 | BOOK | NATURE DEVELOPMENT |
| KEWEENAW COMMUNITY FOUNDATION | ||||||||
| 417 QUINCY ST FLOOR 3 | HANCOCK | MI | 49930 | 383223079 | 3 | $7,370 | BOOK | GENERAL SUPPORT |
| KEWEENAW FAMILY RESOURCE CENTER | ||||||||
| 850 W SHARON AVE STE 6 | HOUGHTON | MI | 49931 | 383138462 | 3 | $39,117 | BOOK | GENERAL SUPPORT |
| KEWEENAW LAND TRUST | ||||||||
| 101 QUINCY ST | HANCOCK | MI | 49930 | 383299537 | 3 | $33,567 | BOOK | GENERAL SUPPORT |
| KEWEENAW RANDOM ACTS OF KINDNESS | ||||||||
| PO BOX 343 | AHMEEK | MI | 49901 | 471446118 | 3 | $14,169 | BOOK | GENERAL SUPPORT |
| KEWEENAW TRAILS SERVICES INC | ||||||||
| 117 STANTON AVE | MOHAWK | MI | 49950 | 320128012 | 3 | $10,563 | BOOK | GENERAL SUPPORT |
| LAURIUM VILLAGE | ||||||||
| 310 HECLA ST | LAURIUM | MI | 49913 | 386007184 | GOV | $50,000 | BOOK | GENERAL SUPPORT |
| LITTLE BROTHERS FRIENDS OF THE ELDE | ||||||||
| 527 HANCOCK ST | HANCOCK | MI | 49930 | 382411631 | 3 | $144,148 | BOOK | COMMUNITY SUPPORT |
| MAIN STREET CALUMET | ||||||||
| PO BOX 188 | CALUMET | MI | 49913 | 010791312 | 3 | $6,014 | BOOK | FOOD SUPPORT |
| MICHIGAN TECH UNIVERSITY | ||||||||
| 1400 TOWNSHIP DR | HOUGHTON | MI | 49931 | 386005955 | 3 | $240,000 | BOOK | NURSE PROGRAM LAUNCH |
| OAK HOUSE INC | ||||||||
| 19631 SAMPSON ST | HANCOCK | MI | 49930 | 382423856 | 3 | $23,328 | BOOK | GENERAL SUPPORT |
| OMEGA HOUSE | ||||||||
| 2211 MAUREEN LANE | HOUGHTON | MI | 49931 | 383511814 | 3 | $162,210 | BOOK | GENERAL SUPPORT |
| ONTONAGON COUNTY CANCER ASSOC | ||||||||
| PO BOX 282 | ONTONAGON | MI | 49953 | 382865670 | 3 | $25,087 | BOOK | GENERAL SUPPORT |
| PHOENIX HOUSE | ||||||||
| WATERWORKS ST | CALUMET | MI | 49913 | 382068932 | 3 | $8,717 | BOOK | CRISIS SERVICES |
| RIGHT START UP | ||||||||
| 417 QUINCY ST | HANCOCK | MI | 49930 | 474162174 | 3 | $25,957 | BOOK | GENERAL SUPPORT |
| SIMPLE KINDNESS TO YOUTH | ||||||||
| 809 HECLA ST | HANCOCK | MI | 49930 | 800551359 | 3 | $37,620 | BOOK | EDUCATIONAL SUPPORT |
| SWEDENTOWN TRAILS CLUB | ||||||||
| PO BOX 214 | CALUMET | MI | 49913 | 382628847 | 3 | $30,139 | BOOK | NATURE SUPPORT |
| UNITE UP | ||||||||
| 1014 COLLEGE AVE | HOUGHTON | MI | 49931 | 862144844 | 3 | $72,711 | BOOK | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (19 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| SCHOLARSHIPS | 19 | $176,700 | CASH |
| BRIDGES FOOD SUPPLIES | 1440 | $6,950 | CASH |
| COMM. COUNC. & WELL-SUPPL | 38 | $138 | CASH |
| NUTRITION - BUS TICKET | 5 | $105 | CASH |
| NUTRITION - GIFT CARDS | 10 | $50 | CASH |
| OUTR& EDUC - BUS PASS | 1 | $21 | CASH |
| OUTR& EDUC - CLOTHING | 63 | $228 | CASH |
| OUTR& EDUC - FOOD | 4 | $19 | CASH |
| OUTR& EDUC - GAS CARDS | 10 | $205 | CASH |
| OUTR& EDUC - PHONE CARDS | 61 | $224 | CASH |
| OUTR& EDUC -SUPPLIES | 259 | $944 | CASH |
| BRIDGES CLOTHING | 25 | $93 | CASH |
| BRIDGES GAS CARDS | 466 | $9,375 | CASH |
| VICTIM SUPP- BUS TICKET | 15 | $53 | CASH |
| VICTIM SUPPORT - FOOD | 12 | $59 | CASH |
| VICTIM SUPPORT - GAS CARD | 39 | $785 | CASH |
| VICTIM SUPPORT - LODGING | 604 | $2,205 | CASH |
| VICTIM SUPPORT - PHONE | 238 | $870 | CASH |
| VICTIM SUPPORT - SUPPLIES | 232 | $846 | 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. THE ORGANIZATION ADMINISTERS A STANDARDIZED APPLICATION PROCESS FOR ALL SCHOLARSHIP CATEGORIES. REDACTED APPLICATIONS ARE REVIEWED BY AN INDEPENDENT REVIEW COMMITTEE TO ENSURE IMPARTIAL EVALUATION. ONCE RECIPIENTS ARE SELECTED, AWARD AMOUNTS ARE COORDINATED WITH THE FINANCIAL AID OFFICES OF THE RESPECTIVE EDUCATIONAL INSTITUTIONS AND INCORPORATED INTO EACH STUDENT'S FINANCIAL AID PACKAGE. ALL AWARDS ARE DISBURSED ONLY AFTER DOCUMENTED CONFIRMATION OF THE STUDENT'S ADMISSION, ENROLLMENT, AND COURSE REGISTRATION. | 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 | $158,947 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $12,521 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $25,452 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $196,920 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $501,674 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STATE EQUALIZED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF PROPERTY: 821 W. WATER ST., HANCOCK, MI - 0.81 ACRES OF VACANT LAND AND 920 W. WATER ST., HANCOCK, MI - 0.61 ACRES OF VACANT LAND DATE RECEIVED: 03.25.2024 APPRAISAL DETAILS: NO APPRAISAL WAS COMPLETED. STATE OF MI SEV FROM THE 3.1.24 PROPERTY TAX ASSESSMENT WAS USED AS AN APPROXIMATION OF FMV ON THE DATE OF DONATION. FAIR MARKET VALUE AT DONATION: 821 W. WATER ST.: 468,990 920 W. WATER ST.: 32,683 DONOR INFORMATION: NAME: PORTAGE HEALTH, LLC ADDRESS: 330 SEVEN SPRINGS WAY, BRENTWOOD TN 37027 RELATIONSHIP TO ORGANIZATION: UNRELATED RESTRICTIONS: THE LAND MAY NOT BE USED FOR HOSPITALS, MEDICAL OR SURGICAL FACILITIES, NURSING OR REHABILITATION CENTERS, DIAGNOSTIC OR IMAGING SERVICES, PHARMACIES, URGENT OR EMERGENCY CARE, BEHAVIORAL HEALTH TREATMENT, OR ANY OTHER HEALTHCARE-RELATED OPERATIONS. THE PROPERTY MAY BE USED FOR COMMUNITY-BASED, NONCLINICAL HEALTH AND WELLNESS ACTIVITIES, INCLUDING SERVICES FOR VICTIMS OF VIOLENT CRIMES, FREE MENTAL HEALTH COUNSELING, PREVENTION AND EDUCATIONAL PROGRAMS, A CRISIS HELPLINE, TRAINING FOR COMMUNITY HEALTH WORKERS, AND CONSULTING ON MENTAL HEALTH AND EMPLOYEE WELLNESS. | ExplanationTxt |
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 4D | VICTIM SUPPORT - SUPPORTS VICTIMS OF ANY CRIME. RESOURCES PROVIDED INCLUDE CHILD ADVOCACY CENTER TO MINIMIZE TRAUMA TO THE CHILD DURING THE PROCESS OF CHILD ABUSE INVESTIGATIONS, SUICIDE SURVIVORS ON CALL SUPPORT TO THOSE IN THE COMMUNITY WHO LOSE SOMEONE TO SUICIDE AND SEXUAL ASSAULT RESPONSE FOR VICTIMS OF SEXUAL ASSAULT, INCLUDING SPECIALLY TRAINED NURSES. BRIDGES - ASSISTING COMMUNITY MEMBERS STRUGGLING WITH POVERTY. THE FOUNDATION PROVIDES A FREE 16-WEEK PROGRAM TO ASSIST INDIVIDUALS IN IMPROVING STABILITY, WORKSHOPS TO EDUCATE THE COMMUNITY ABOUT THE COMPLEXITIES OF POVERTY, AND INDEPTH PERSONAL FINANCIAL COACHING. |
| 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 | FOREIGN TAXES -21,602 FOREIGN TAXES 21,602 |