MUSKEGON CATHOLIC EDUCATION FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MUSKEGON CATHOLIC EDUCATION FOUNDATION INC (EIN 23-7019036)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201241369349301949
- Schema version
- 2010v3.2
- 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 | 2012-05-15T07:52:14-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | 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 | 2010-07-01 | 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 | PAUL PRICE | Name |
| Title | TREASURER | Title |
| Phone | 2317551000 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER HAEFNER | Name |
| Phone | 6164609388 | Phone |
| Date Prepared | 2012-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL PRICE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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) |
|---|---|---|
| Gross Receipts | 4166226 | 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 fund raising 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 | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1653499 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2245671 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 37310 | InvestmentIncomePriorYear |
| Investment Income Current Year | 136097 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1313745 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1541320 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3004554 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3923088 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 918086 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 912742 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 123737 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 60918 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 70191 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 48089 | OtherExpensePriorYear |
| Other Expenses Current Year | 68294 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1089912 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1041954 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1914642 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2881134 | RevenuesLessExpensesCY |
| Total Assets BOY | 4371784 | TotalAssetsBOY |
| Total Assets EOY | 7261792 | TotalAssetsEOY |
| Total Liabilities BOY | 26401 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15292 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4345383 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7246500 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide financial support to the Catholic schools in | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 727000 | Expense |
| Grants | 727000 | Grants |
| Description | GRANT FOR OPERATION TO THE GREATER MUSKEGON CATHOLIC SCHOOLS. (APPROXIMATELY 490 PRE-K THROUGH 12TH GRADE STUDENTS IN ATTENDANCE) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 169000 | Expense |
| Grants | 169000 | Grants |
| Description | TUITION ASSISTANCE FOR STUDENTS OF THE GREATER MUSKEGON CATHOLIC SCHOOLS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16742 | Expense |
| Grants | 16742 | Grants |
| Description | PROJECT SPECIFIC GRANTS TO THE GREATER MUSKEGON CATHOLIC SCHOOLS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 912742 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | 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 (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| KEN ADAMSKI | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| BECKY BILLINGHURST | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| TOM BROWN | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| CHRIS CASSLEMAN | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| MARY FARRELL | ||||||
| Tustee | 0.00 | X | 0 | 0 | 0 | |
| DON KALISZ | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| THERESA JONES | ||||||
| Tustee | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL MILLER | ||||||
| Tustee | 0.00 | X | 0 | 0 | 0 | |
| BOBBY MORSE | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| PAUL PRICE | ||||||
| Secretary | 0.00 | X | 0 | 0 | 0 | X |
| ANDY RIEGLER | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| TOM SCHULTZ | ||||||
| President | 0.00 | X | 0 | 0 | 0 | X |
| THERESA STONE | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| ROBERT SULIVAN | ||||||
| Secretary | 0.00 | X | 0 | 0 | 0 | X |
| JIM TYLER | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| CURT VANDYKE | ||||||
| Vice President | 0.00 | X | 0 | 0 | 0 | X |
| GARY ALLORE | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| TONY KOLENIC | ||||||
| Trustee | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Federated Campaigns | 9274 | FederatedCampaigns |
| Fundraising Events | 558185 | FundraisingEvents |
| All Other Contributions | 1678212 | AllOtherContributions |
| Noncash Contributions | 1418433 | NoncashContributions |
| Total Contributions | 2245671 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136068 | TotalRevenueColumn |
| Exclusion | $136,068 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 104778 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 104749 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29 | TotalRevenueColumn |
| Exclusion | $29 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 252262 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 558185 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 95165 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 157097 | TotalRevenueColumn |
| Exclusion | $157,097 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 108800 | GrossIncomeGaming |
| Gaming Direct Expenses | 43224 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65576 | TotalRevenueColumn |
| Exclusion | $65,576 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1318647 | TotalRevenueColumn |
| Exclusion | $1,318,647 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1318647 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3923088 | TotalRevenueColumn |
| Exclusion | $1,677,417 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743742 | Total |
| Program Services | 743742 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169000 | Total |
| Program Services | 169000 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53268 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 53268 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1965 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1965 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5685 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 5685 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14055 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 14055 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36943 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 36943 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Supplies for schools | 8023 | 0 | 8023 | 0 |
| Office operations | 9273 | 0 | 0 | 9273 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1041954 | Total |
| Program Services | 912742 | ProgramServices |
| Management And General | 59021 | ManagementAndGeneral |
| Fundraising | 70191 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379538 | BOY |
| EOY | 474177 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 14729 | 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 | 3906631 | BOY |
| EOY | 6655963 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85615 | BOY |
| EOY | 116923 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4371784 | BOY |
| EOY | 7261792 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2411 | BOY |
| EOY | 5892 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23990 | BOY |
| EOY | 9400 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26401 | BOY |
| EOY | 15292 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1076058 | BOY |
| EOY | -244531 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1499873 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3269325 | BOY |
| EOY | 5991158 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4345383 | BOY |
| EOY | 7246500 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4371784 | BOY |
| EOY | 7261792 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2881134 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 19983 | ReconcilationOtherChanges |
| 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 Separate | X | FinancialStatementSeparate |
| 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 | 652510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1758491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1002404 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1653499 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2245671 | CurrentTaxYear |
| Total | 7312575 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 439885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 380416 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 316247 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 328362 | CurrentTaxYearMinus1Year |
| Current Tax Year | 361062 | CurrentTaxYear |
| Total | 1825972 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1092395 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2138907 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1318651 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1981861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2606733 | CurrentTaxYear |
| Total | 9138547 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 9138547 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 251842 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 108819 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 112097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1454744 | CurrentTaxYear |
| Total | 2035231 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 251842 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 108819 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 112097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1454744 | CurrentTaxYear |
| Total | 2035231 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11173778 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.81790 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.18210 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08500 | 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 | 5037858 | BeginningOfYearBalance |
| Contributions | 1473694 | Contributions |
| Investment Earnings Or Losses | 1104929 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 125450 | GrantsOrScholarships |
| End Of Year Balance | 7491031 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt V Line 4 | Term and permanent endowments are utilized to provide |
| tuition assistance to students of and project specific funding to Muskegon County Catholic schools. | |
| Pt XII Line 4b | Expense of car raffle and golf outing are net with |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Rainbow auction | NameOfEvent1 |
| Gross Receipts Event1 | 772249 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 558185 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 214064 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 27088 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 30597 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Car raffle | NameOfEvent2 |
| Gross Receipts Event2 | 108800 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 108800 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 40000 | CashPrizesEvent2 |
| Other Direct Expenses Event2 | 3224 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 38198 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 38198 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 37480 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 919247 | GrossReceiptsTotal |
| Charitable Contributions Total | 558185 | CharitableContributionsTotal |
| Gross Revenue Total Events | 361062 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 40000 | CashPrizesTotalEvents |
| Food And Beverage Total Events | 27088 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 71301 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 138389 | DirectExpenseSummaryEvents |
| Net Income Summary | 222673 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | 108800 | GrossRevenueBingo |
| Cash Prizes Bingo | 40000 | CashPrizesBingo |
| Other Direct Expenses Bingo | 3224 | OtherDirectExpensesBingo |
| Volunteer Labor Bingo | true | VolunteerLaborBingo |
| Volunteer Labor Percentage Bingo | 1.00000 | VolunteerLaborPercentageBingo |
| Gross Revenue Total Gaming | 108800 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 40000 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 3224 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 43224 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 65576 | 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 Person | BRUCE DUFF | NameOfGamingRecKeeperPerson |
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 |
| Gaming Manager Name Person | MARY NOWAK | GamingManagerNamePerson |
| Gaming Manager Compensation | 2500 | GamingManagerCompensation |
| Gaming Manager Services Provided | Monitoring and reconciling ticket sales | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | false | CharitableDistribRequired |
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 | GREATER 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 | 501c3 | IRCSection |
| Amount Of Cash Grant | 743742 | AmountOfCashGrant |
| Method Of Valuation | n/a | MethodOfValuation |
| Description Of Non Cash Assistance | n/a | DescriptionOfNonCashAssistance |
| Purpose Of Grant | School operations | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Tuition assistance | TypeOfGrant |
| Number Of Recipients | 100 | NumberOfRecipients |
| Amount Of Cash Grant | 169000 | 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 Greater Muskegon Catholic School staff and parents. | |
| Pt III, col (b) | The number of tuition assistance partipants (estimated) is based on |
| a summary of scholarships by student received from Greater 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 | 912742 | 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 Greater Muskegon | |
| Catholic Schools (also a 501(c)3 organization) | |
| The staff of the Foundation utilizes two offices | |
| within the Greater 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 | 1418433 | 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 (12 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI-B, Line 11a | The foundations accountant and Board member/Treasurer |
| review the return before it is submitted. | |
| Pt VI-B, 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-B, Line 15 | The Board of Directors is responsible for setting |
| compensation based on known performance and market | |
| conditions for all staff. | |
| Pt VI-C, Line 19 | This information is available upon request and the |
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER 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 | 49331 | 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 | 912742 | Fair market value |
| GREATER MUSKEGON CATHOLIC SCHOOLS | ||
| d | 1174055 | Fair market value |
| GREATER MUSKEGON CATHOLIC SCHOOLS | ||
| m | 5000 | Frair Market Value |
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