MUSKEGON CATHOLIC EDUCATION FOUNDATION INC: Form 990, tax year 2011
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- Organization
- MUSKEGON CATHOLIC EDUCATION FOUNDATION INC (EIN 23-7019036)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-20
- IRS object ID
- 201203559349300105
- Schema version
- 2011v1.2
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-20T07:26:13-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VREDEVELD HEAFNER | 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 | 2011-07-01 | 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 | 2012-12-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER HAEFNER | Name |
| Phone | 6164609388 | Phone |
| Date Prepared | 2012-12-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 3914172 | 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 | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2245671 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1633161 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 136097 | InvestmentIncomePriorYear |
| Investment Income Current Year | 213934 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1541320 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1941816 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3923088 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3788911 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 912742 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1094441 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 60918 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 63874 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 89498 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 68294 | OtherExpensePriorYear |
| Other Expenses Current Year | 62127 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1041954 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1220442 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2881134 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2568469 | RevenuesLessExpensesCY |
| Total Assets BOY | 7261792 | TotalAssetsBOY |
| Total Assets EOY | 9825530 | TotalAssetsEOY |
| Total Liabilities BOY | 15292 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10561 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7246500 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9814969 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide financial support | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 661000 | Expense |
| Grants | 661000 | Grants |
| Description | GRANTS FOR OPERATING MUSKEGON CATHOLIC SCHOOLS. (APPROXIMATELY 450 PRE-K THROUGH 12TH GRADE STUDENTS IN ATTENDANCE) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 200000 | Expense |
| Grants | 200000 | Grants |
| Description | TUITION ASSISTANCE FOR STUDENTS OF THE MUSKEGON CATHOLIC SCHOOLS. (APPROXIMATELY 200 STUDENTS RECEIVED ASSISTANCE) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 233441 | Expense |
| Grants | 233441 | Grants |
| Description | PROJECT SPECIFIC GRANTS TO THE MUSKEGON CATHOLIC SCHOOLS. (APPROXIMATELY 450 PRE-K THROUGH 12TH GRADE STUDENTS IN ATTENDANCE) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1094441 | 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 | true | 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 | true | 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 | 5 | NumberW2GIncluded |
| 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | true | 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 (16 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 | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| TOM BROWN | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| CHRISS CASSLEMAN | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| MARY FARRELL | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| DON KALISZ | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| THERESA JONES | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL MILLER | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| BOBBY MORSE | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| PAUL PRICE | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| ANDY RIEGLER | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| TOM SCHULTZ | ||||||
| President | 0.00 | X | X | 0 | 0 | 0 |
| THERESA STONE | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| ROBERT SULIVAN | ||||||
| Secretary | 0.00 | X | X | 0 | 0 | 0 |
| JIM TYLER | ||||||
| Trustee | 0 | X | ||||
| CURT VANDYKE | ||||||
| Vice President | 0 | X | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 247015 | FundraisingEvents |
| All Other Contributions | 1386146 | AllOtherContributions |
| Noncash Contributions | 889366 | NoncashContributions |
| Total Contributions | 1633161 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 213934 | TotalRevenueColumn |
| Exclusion | $213,934 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 308093 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 247015 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 82753 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 225340 | TotalRevenueColumn |
| Exclusion | $225,340 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 107900 | GrossIncomeGaming |
| Gaming Direct Expenses | 42508 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65392 | TotalRevenueColumn |
| Exclusion | $65,392 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1651084 | TotalRevenueColumn |
| Exclusion | $1,651,084 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1651084 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3788911 | TotalRevenueColumn |
| Exclusion | $2,155,750 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 894441 | Total |
| Program Services | 894441 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200000 | Total |
| Program Services | 200000 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57639 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 57639 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1125 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1125 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5110 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 5110 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23536 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 23536 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing | 1826 | 0 | 1826 | 0 |
| Computer | 6709 | 0 | 6709 | 0 |
| Meetings and promotion | 517 | 0 | 517 | 0 |
| Postage | 1791 | 0 | 1791 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27748 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2124 | ManagementAndGeneral |
| Fundraising | 25624 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1220442 | Total |
| Program Services | 1094441 | ProgramServices |
| Management And General | 36503 | ManagementAndGeneral |
| Fundraising | 89498 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474177 | BOY |
| EOY | 346051 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14729 | BOY |
| EOY | 100000 | 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 | 6655963 | BOY |
| EOY | 9245740 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116923 | BOY |
| EOY | 133739 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7261792 | BOY |
| EOY | 9825530 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5892 | BOY |
| EOY | 5761 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9400 | BOY |
| EOY | 4800 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15292 | BOY |
| EOY | 10561 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -244531 | BOY |
| EOY | -320272 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1499873 | BOY |
| EOY | 2026737 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5991158 | BOY |
| EOY | 8108504 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7246500 | BOY |
| EOY | 9814969 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7261792 | BOY |
| EOY | 9825530 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2568469 | 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 |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1758491 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1002404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1653499 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2245671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1633161 | CurrentTaxYear |
| Total | 8293226 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 380416 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 316247 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328362 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 361062 | CurrentTaxYearMinus1Year |
| Current Tax Year | 415993 | CurrentTaxYear |
| Total | 1802080 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2138907 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1318651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1981861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2606733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2049154 | CurrentTaxYear |
| Total | 10095306 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 1054661 | CurrentTaxYear |
| Total | 1054661 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 1054661 | CurrentTaxYear |
| Total | 1054661 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 9040645 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 108819 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 107729 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112097 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1454744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1651084 | CurrentTaxYear |
| Total | 3434473 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 108819 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 107729 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112097 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1454744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1651084 | CurrentTaxYear |
| Total | 3434473 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13529779 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.66820 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.81790 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.25380 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.18210 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | 7491031 | BeginningOfYearBalance |
| Contributions | 1013734 | Contributions |
| Investment Earnings Or Losses | 1859534 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 229058 | GrantsOrScholarships |
| End Of Year Balance | 10135241 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 |
| 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 XIV Form990ScheduleDPartXIV (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 | 527618 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 247015 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 280603 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 31057 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 39952 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Car raffle | NameOfEvent2 |
| Gross Receipts Event2 | 107900 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 107900 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 40000 | CashPrizesEvent2 |
| Other Direct Expenses Event2 | 2508 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 27490 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 27490 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 11744 | RentFacilityCostsOtherEvents |
| Gross Receipts Total | 663008 | GrossReceiptsTotal |
| Charitable Contributions Total | 247015 | CharitableContributionsTotal |
| Gross Revenue Total Events | 415993 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 40000 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 11744 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 31057 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 42460 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 125261 | DirectExpenseSummaryEvents |
| Net Income Summary | 290732 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | 107900 | GrossRevenueBingo |
| Cash Prizes Bingo | 40000 | CashPrizesBingo |
| Other Direct Expenses Bingo | 2508 | OtherDirectExpensesBingo |
| Volunteer Labor Bingo | true | VolunteerLaborBingo |
| Volunteer Labor Percentage Bingo | 1.00000 | VolunteerLaborPercentageBingo |
| Gross Revenue Total Gaming | 107900 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 40000 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 2508 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 42508 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 65392 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MI | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE DUFF | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| 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) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
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 | 894441 | 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 | 200 | NumberOfRecipients |
| Amount Of Cash Grant | 200000 | 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 | 894441 | AmountOfTransaction |
| Description Of Transaction | See note | 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 889366 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11a | 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 15 | The Board of Trustees is responsible for setting |
| compensation based on known performance and market | |
| conditions for all staff. | |
| 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 832. 0. 832. 0. OTHER EXPENSES 25624. 0. 0. 25624. DUES 1292. 0. 1292. 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 |
| 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 | 894441 | Fair market value |
| GREATER MUSKEGON CATHOLIC SCHOOLS | ||
| d | 1137531 | Fair Market Value |
| GREATER MUSKEGON CATHOLIC SCHOOLS | ||
| m | 5000 | Fair Market Value |
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