COPPER SHORES COMMUNITY HEALTH FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COPPER SHORES COMMUNITY HEALTH FOUNDATION (EIN 38-3022945)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-12
- IRS object ID
- 201721939349300202
- Schema version
- 2016v3.0
- 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 | 2017-07-12T08:21:01-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-07-11 | 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 | 2017-07-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | F4E7C586417B8E8D0A2CFE8B07DCBA13CB4050C9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 256691838CE90A2440BD6ACA45594FE1CB481A7B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $5,964,128 | 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 | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,112,048 | PYContributionsGrantsAmt |
| CY Contributions Grants | $369,639 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,002,344 | PYInvestmentIncomeAmt |
| CY Investment Income | $830,096 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,281 | PYOtherRevenueAmt |
| CY Other Revenue | -$308,257 | CYOtherRevenueAmt |
| PY Total Revenue | $5,159,673 | PYTotalRevenueAmt |
| CY Total Revenue | $891,478 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,934,745 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $520,432 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $263,519 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $297,103 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $181,688 | PYOtherExpensesAmt |
| CY Other Expenses | $188,151 | CYOtherExpensesAmt |
| PY Total Expenses | $3,379,952 | PYTotalExpensesAmt |
| CY Total Expenses | $1,005,686 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,779,721 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$114,208 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,465,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,636,574 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,361,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,860,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,103,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,776,140 | 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 | $520,432 | ExpenseAmt |
| Grant | $520,432 | 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 EXPAND HEALTH SERVICES TO MEET COMMUNITY NEEDS | Desc |
| Total Program Service Expenses | $520,432 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BERNADETTE YEOMAN-OULETTE | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROGER HELMAN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM BARONI | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN CLANCY-KLEMME | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHELLE BLAU | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY KINZEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNE KURTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL OLLILA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT PETERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LENNON MATTILA HUGHES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN STORE | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $102,363 | $0 | $26,095 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $102,363 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $26,095 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $156,000 | GovernmentGrantsAmt |
| All Other Contributions | $213,639 | AllOtherContributionsAmt |
| Total Contributions | $369,639 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,095,746 | TotalRevenueColumnAmt |
| Exclusion | $1,095,746 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,385,793 | SecuritiesAmt |
| Other | $399,156 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,050,599 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$664,806 | SecuritiesAmt |
| Other | $399,156 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$265,650 | TotalRevenueColumnAmt |
| Exclusion | -$265,650 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,222 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $22,051 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,171 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MISCELLANEOUS SETTLEMENTS | $1,010 | $1,010 |
| GRANT REFUND | $640 | $640 |
| JOINT VENTURE GAIN/(LOSS) | -$325,078 | -$325,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$323,428 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $891,478 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$323,428 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $830,096 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,932 | TotalAmt |
| Program Services | $515,932 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Program Services | $4,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,777 | TotalAmt |
| Management And General | $225,777 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,429 | TotalAmt |
| Management And General | $19,429 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,300 | TotalAmt |
| Management And General | $33,300 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,597 | TotalAmt |
| Management And General | $18,597 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,795 | TotalAmt |
| Management And General | $22,795 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,532 | TotalAmt |
| Management And General | $38,532 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,511 | TotalAmt |
| Management And General | $24,511 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,211 | TotalAmt |
| Management And General | $10,211 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,632 | TotalAmt |
| Management And General | $4,632 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,490 | TotalAmt |
| Management And General | $11,490 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,731 | TotalAmt |
| Management And General | $1,731 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,952 | TotalAmt |
| Management And General | $8,952 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,663 | TotalAmt |
| Management And General | $12,663 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,954 | TotalAmt |
| Management And General | $7,954 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EDUCATION/STAFF AND BOARD | $31,231 | $31,231 |
| DUES AND SUBSCRIPTIONS | $6,127 | $6,127 |
| TELEPHONE/INTERNET | $4,293 | $4,293 |
| MISCELLANEOUS | $2,640 | $2,640 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389 | TotalAmt |
| Management And General | $389 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,686 | TotalAmt |
| Program Services | $520,432 | ProgramServicesAmt |
| Management And General | $485,254 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,510 | BOYAmt |
| EOY | $152,412 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002 | BOYAmt |
| EOY | $475 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $236,400 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,993 | BOYAmt |
| EOY | $4,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $84,863 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,815 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,047 | BOYAmt |
| EOY | $56,048 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,166,153 | BOYAmt |
| EOY | $50,280,467 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,675 | BOYAmt |
| EOY | $21,036 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,210,632 | BOYAmt |
| EOY | $8,885,554 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,465,012 | BOYAmt |
| EOY | $59,636,574 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,619 | BOYAmt |
| EOY | $24,084 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,350,000 | BOYAmt |
| EOY | $1,836,350 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,361,619 | BOYAmt |
| EOY | $1,860,434 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,090,710 | BOYAmt |
| EOY | $57,427,454 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,683 | BOYAmt |
| EOY | $348,686 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,103,393 | BOYAmt |
| EOY | $57,776,140 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,465,012 | BOYAmt |
| EOY | $59,636,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$114,208 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,785,978 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $977 | 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 Minus3 Years | $51,533,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,112,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $369,639 | CurrentTaxYearAmt |
| Total | $55,099,384 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $51,533,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,112,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $369,639 | CurrentTaxYearAmt |
| Total | $55,099,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $55,099,384 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $80,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,112,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,068,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $830,096 | CurrentTaxYearAmt |
| Total | $3,091,409 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | -$123,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$323,428 | CurrentTaxYearAmt |
| Total | -$421,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $57,769,114 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,813 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96200 | 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. -421,679 | 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 | $3,970 | DepreciationAmt |
| Book Value | $6,725 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,168 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,845 | DepreciationAmt |
| Book Value | $49,323 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $56,048 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOINT VENTURE EQUITY | Desc |
| Book Value | $8,885,554 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,885,554 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,819,507 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,785,978 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $142,051 | OtherRevenueAmt |
| Revenue Not Reported | $2,928,029 | RevenueNotReportedAmt |
| Revenue Subtotal | $891,478 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $891,478 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,146,760 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $142,051 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $142,051 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,004,709 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $977 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $977 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,005,686 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | INTERFUND TRANSFER 120,000 DIRECT FUNDRAISING EXP 22,051 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | INTERFUND TRANSFER 120,000 DIRECT FUNDRAISING EXPENSES 22,051 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | BOOK / TAX DEPRECIATION DIFFERENCE 977 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISING BAL | Event1Nm |
| Gross Receipts Event1 | $37,222 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $37,222 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $422 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,451 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,198 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,990 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,990 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,222 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $37,222 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $422 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,451 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,198 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,990 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,990 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,051 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,171 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FINLANDIA UNIVERSITY | ||||||||
| 601 QUINCY STREET | HANCOCK | MI | 49930 | 381359570 | GOV | $225,000 | CASH | HEALTH EDUCATION |
| DIAL HELP | ||||||||
| 609 SHELDEN AVENUE | HOUGHTON | MI | 49931 | 382026918 | 3 | $60,000 | 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 |
| MSU COLLEGE OF HUMAN MEDICINE | ||||||||
| 965 FEE RD A110 | EAST LANSING | MI | 48824 | 386005984 | 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 | $20,000 | CASH | FAMILY SUPPORT |
| UPPER GREAT LAKES FAMILY HEALTH CEN | ||||||||
| 600 MACINNES DR | HOUGHTON | MI | 49931 | 264299275 | 3 | $10,881 | CASH | HEALTH PROGRAM COSTS |
| 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 | $134,021 | CASH | TASK FORCE SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
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 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 | 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 |
| 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 | INTERFUND TRANSFER 120,000 DIRECT FUNDRAISING EXP 22,051 INTERFUND TRANSFER -120,000 DIRECT FUNDRAISING EXPENSES -22,051 BOOK / TAX DEPRECIATION DIFFERENCE 977 TOTAL 977 |