MUSKEGON CATHOLIC EDUCATION FOUNDATION INC: Form 990, tax year 2012
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- Organization
- MUSKEGON CATHOLIC EDUCATION FOUNDATION INC (EIN 23-7019036)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-30
- IRS object ID
- 201410139349301776
- Schema version
- 2012v2.0
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-30T06:16:51-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VREDEVELD HAEFNER LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 GRANADA CT NW | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495342257 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237019036 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSKEGON COUNTY CATHOLIC EDUCATION FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MUSK | NameControl |
| Phone | 2317551000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 BARCLAY AVE | AddressLine1 |
| City | MUSKEGON | City |
| State | MI | State |
| ZIP Code | 49441 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEN ADAMSKI | Name |
| Title | TREASURER | Title |
| Phone | 2317551000 | Phone |
| Date Signed | 2013-12-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER HAEFNER | Name |
| Phone | 6164609388 | Phone |
| Date Prepared | 2013-12-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEN ADAMSKI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 BARCLAY | AddressLine1 |
| City | MUSKEGON | City |
| State | MI | State |
| ZIP Code | 49441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1233712 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | To provide financial support to the Catholic schools in Muskegon County, Michigan. The Foundation provides fundraising, investment and endowments to assist the Catholic schools' educational activities, including tuition assistance to students. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1633161 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 485555 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 213934 | InvestmentIncomePriorYear |
| Investment Income Current Year | 272096 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1941816 | OtherRevenuePriorYear |
| Other Revenue Current Year | 347128 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3788911 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1104779 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1094441 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1167425 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 63874 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 438 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 15774 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 62127 | OtherExpensePriorYear |
| Other Expenses Current Year | 60430 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1220442 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1228293 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2568469 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -123514 | RevenuesLessExpensesCY |
| Total Assets BOY | 9825530 | TotalAssetsBOY |
| Total Assets EOY | 9698578 | TotalAssetsEOY |
| Total Liabilities BOY | 10561 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7123 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9814969 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9691455 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide financial support | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 575000 | Expense |
| Grants | 575000 | Grants |
| Description | GRANTS FOR OPERATING MUSKEGON CATHOLIC SCHOOLS. (APPROXIMATELY 400 PRE-K THROUGH 12TH GRADE STUDENTS IN ATTENDANCE) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 340000 | Expense |
| Grants | 340000 | Grants |
| Description | TUITION ASSISTANCE FOR STUDENTS OF THE MUSKEGON CATHOLIC SCHOOLS. (APPROXIMATELY 250 STUDENTS RECEIVED ASSISTANCE) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 252425 | Expense |
| Grants | 252425 | Grants |
| Description | PROJECT SPECIFIC GRANTS TO THE MUSKEGON CATHOLIC SCHOOLS. (APPROXIMATELY 400 PRE-K THROUGH 12TH GRADE STUDENTS IN ATTENDANCE) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1167425 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRUCE DUFF | NamePerson |
| Telephone Number | 2317551000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 BARCLAY | AddressLine1 |
| City | MUSKEGON | City |
| State | MI | State |
| ZIP Code | 49441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KEN ADAMSKI | ||||||
| Treasurer | 0.00 | X | X | 0 | 0 | 0 |
| BECKY BILLINGHURST | ||||||
| Secretary | 0.00 | X | X | 0 | 0 | 0 |
| CHRIS CASSLEMAN | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| LORI DORIOT | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| JILL JOHNSON | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| DON KALISZ | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| PAUL PRICE | ||||||
| Vice President | 0.00 | X | X | 0 | 0 | 0 |
| ADNY RIEGLER | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| PHIL SALMONOWICZ | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| JOHN SANOCKI | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| TOM SCHULTZ | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| ROBERT SULLIVAN | ||||||
| President | 0.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 485555 | AllOtherContributions |
| Total Contributions | 485555 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 272096 | TotalRevenueColumn |
| Exclusion | $272,096 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 257302 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 128933 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 128369 | TotalRevenueColumn |
| Exclusion | $128,369 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Gain on investments | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 218759 | TotalRevenueColumn |
| Exclusion | $218,759 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 218759 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1104779 | TotalRevenueColumn |
| Exclusion | $619,224 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 827425 | Total |
| Program Services | 827425 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340000 | Total |
| Program Services | 340000 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 438 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18908 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 18908 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing | 12695 | 0 | 12695 | 0 |
| Computer | 6688 | 0 | 6688 | 0 |
| Meetings and promotion | 4790 | 0 | 4790 | 0 |
| Postage | 1394 | 0 | 1394 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15955 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 619 | ManagementAndGeneral |
| Fundraising | 15336 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1228293 | Total |
| Program Services | 1167425 | ProgramServices |
| Management And General | 45094 | ManagementAndGeneral |
| Fundraising | 15774 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 346051 | BOY |
| EOY | 169986 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 5000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 67146 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 67146 | LandBldgEquipmentAccumDeprec |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9245740 | BOY |
| EOY | 9378284 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133739 | BOY |
| EOY | 145308 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9825530 | BOY |
| EOY | 9698578 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5761 | BOY |
| EOY | 3023 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4800 | BOY |
| EOY | 4100 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10561 | BOY |
| EOY | 7123 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -320272 | BOY |
| EOY | -572235 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2026737 | BOY |
| EOY | 2068943 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8108504 | BOY |
| EOY | 8194747 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9814969 | BOY |
| EOY | 9691455 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9825530 | BOY |
| EOY | 9698578 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -123514 | ReconcilationRevenueExpenses |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 406429 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 990476 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 854519 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 745806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 485555 | CurrentTaxYear |
| Total | 3482785 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 406429 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 990476 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 854519 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 745806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 485555 | CurrentTaxYear |
| Total | 3482785 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3482785 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 107729 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37310 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 136097 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 213934 | CurrentTaxYearMinus1Year |
| Current Tax Year | 490855 | CurrentTaxYear |
| Total | 985925 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4468710 | TotalSupport |
| Gross Receipts From Admissions Etc | 1022830 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77940 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69290 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
| Facts And Circumstances Test | OTHER ADDL INFO: UNUSSUAL MULTIYEAR GRANT EXCLUDED 2007 $933,762, 2008 $597,983,; 2009 $665,032, 2010 $1,393,162, 2011 $ 889,366 FROM; SCHEDULE A II LINE 1; | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10135241 | BeginningOfYearBalance |
| Contributions | 124291 | Contributions |
| Investment Earnings Or Losses | 444359 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 440201 | GrantsOrScholarships |
| End Of Year Balance | 10263690 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7491031 | BeginningOfYearBalance |
| Contributions | 1013734 | Contributions |
| Investment Earnings Or Losses | 1859534 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 229058 | GrantsOrScholarships |
| End Of Year Balance | 10135241 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5037858 | BeginningOfYearBalance |
| Contributions | 1473694 | Contributions |
| Investment Earnings Or Losses | 1104929 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 125450 | GrantsOrScholarships |
| End Of Year Balance | 7491031 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3188648 | BeginningOfYearBalance |
| Contributions | 886903 | Contributions |
| Investment Earnings Or Losses | 1000307 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 38000 | GrantsOrScholarships |
| End Of Year Balance | 5037858 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3523319 | BeginningOfYearBalance |
| Contributions | 478990 | Contributions |
| Investment Earnings Or Losses | -726961 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 86700 | GrantsOrScholarships |
| End Of Year Balance | 3188648 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.80000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.20000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67146 | OtherCostOrOtherBasis |
| Depreciation | 67146 | Depreciation |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt V Line 4 | Term and permanent endowments are utilized to provide |
| TUITION ASSISTANCE TO STUDENTS OF AND PROJECT SPECIFIC GRANT TO MUSKEGON CATHOLIC SCHOOLS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Rainbow action | NameOfEvent1 |
| Gross Receipts Event1 | 218472 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 218472 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 23205 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 64488 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Crusader Open | NameOfEvent2 |
| Gross Receipts Event2 | 20839 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 20839 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 13310 | RentFacilityCostsEvent2 |
| Gross Receipts Other Events | 17991 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 17991 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 27930 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 257302 | GrossReceiptsTotal |
| Gross Revenue Total Events | 257302 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 13310 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 23205 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 92418 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 128933 | DirectExpenseSummaryEvents |
| Net Income Summary | 128369 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSKEGON CATHOLIC SCHOOLS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 BARCLAY AVE | AddressLine1 |
| City | MUSKEGON | City |
| State | MI | State |
| ZIP Code | 49441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 202254861 | EINOfRecipient |
| IRC Section | 501-c3 | IRCSection |
| Amount Of Cash Grant | 827425 | AmountOfCashGrant |
| Method Of Valuation | n/a | MethodOfValuation |
| Description Of Non Cash Assistance | n/a | DescriptionOfNonCashAssistance |
| Purpose Of Grant | Capital&operations | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Tuition assistance | TypeOfGrant |
| Number Of Recipients | 250 | NumberOfRecipients |
| Amount Of Cash Grant | 340000 | AmountOfCashGrant |
| Method Of Valuation | n/a | MethodOfValuation |
| Description Of Non Cash Assistance | n/a | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 2 | Monitoring is performed based on close association of Foundation |
| Board Members with Muskegon Catholic School staff and parents. | |
| Pt III, col (b) | The number of tuition assistance participants (estimated) is based on |
| a summary of scholarships by student received from Muskegon | |
| Catholic Schools. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MUSKEGON CATHOLIC SCHOOLS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | See note | Relationship |
| Amount Of Transaction | 827425 | AmountOfTransaction |
| Description Of Transaction | Operating and capital grants | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part IV line 1 | The Board of the Muskegon Catholic Education Foundation, Inc |
| is the same as the Board of the Muskegon Catholic | |
| Schools (also a 501(c)3 organization). The staff of the | |
| Foundation utilize two offices within the | |
| Muskegon Catholic Schools facility. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11b | The Foundation accountant and Board Member/Treasurer |
| review the return before it is submitted. | |
| Pt VI, Line 12c | The foundation has a conflict of interest policy and |
| annually each Board Member is required to sign a statement | |
| of compliance with this policy. | |
| Pt VI, Line 19 | This information is available upon request and the IRS |
| Form 990 is also available on a public website. | |
| Pt XII, Line 2c | The finance Committee is responsible for selection |
| of independent auditors and review of the audit. | |
| Form 990, Part IX, Line 24f | OFFICE SUPPLIES 569. 0. 569. 0. OTHER EXPENSES 15336. 0. 0. 15336. DUES 50. 0. 50. 0. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSKEGON CATHOLIC SCHOOLS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 BARCLAY AVE | AddressLine1 |
| City | MUSKEGON | City |
| State | MI | State |
| ZIP Code | 49441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202254861 | EIN |
| Primary Activities | SCHOOL OPERATION | PrimaryActivities |
| Legal Domicile State | MI | LegalDomicileState |
| Exempt Code Section | 501(c)3 | ExemptCodeSection |
| Public Charity Status | Corp | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GREATER MUSKEGON CATHOLIC SCHOOLS | ||
| b | 827425 | Fair market value |
| GREATER MUSKEGON CATHOLIC SCHOOLS | ||
| d | 1098946 | Fair Market Value |
| GREATER MUSKEGON CATHOLIC SCHOOLS | ||
| m | 5000 | Fair Market Value |
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