Civic Intelligence

Superior Health Foundation

EIN 20-3615349 • 501(c)3 • Marquette, MI

Profile

To assist with unmet healthcare needs, with health education, and with programs and research on preventing illness and promoting health.

121 North Front StreetMarquette, MI 49855

www.superiorhealthfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.07x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

5.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

38%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$46,716,063

Up $2,567,674 (+5.8%) from 2023

Liabilities

Down

$203,803

Down $57,220 (-22%) from 2023

Net Assets

Up

$46,512,260

Up $2,624,894 (+6.0%) from 2023

Revenue

Up

$2,863,390

Up $782,638 (+38%) from 2023

Expenses

Down

$1,883,345

Down $172,914 (-8.4%) from 2023

Net Income

Up

$980,045

Up $955,552 (+3901%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $3,146,343Liabilities 2010: $231,204Net Assets 2010: $2,915,1392010Assets 2011: $3,979,273Liabilities 2011: $272,610Net Assets 2011: $3,706,6632011Assets 2012: $2,571,925Liabilities 2012: $129,940Net Assets 2012: $2,441,9852012Assets 2013: $26,334,756Liabilities 2013: $961,046Net Assets 2013: $25,373,7102013Assets 2014: $27,362,970Liabilities 2014: $316,854Net Assets 2014: $27,046,1162014Assets 2015: $25,782,891Liabilities 2015: $179,829Net Assets 2015: $25,603,0622015Assets 2016: $26,913,112Liabilities 2016: $114,092Net Assets 2016: $26,799,0202016Assets 2017: $30,373,899Liabilities 2017: $120,898Net Assets 2017: $30,253,0012017Assets 2018: $28,911,495Liabilities 2018: $121,799Net Assets 2018: $28,789,6962018Assets 2019: $33,705,955Liabilities 2019: $110,092Net Assets 2019: $33,595,8632019Assets 2020: $42,732,166Liabilities 2020: $127,960Net Assets 2020: $42,604,2062020Assets 2021: $48,470,173Liabilities 2021: $100,472Net Assets 2021: $48,369,7012021Assets 2022: $39,588,661Liabilities 2022: $98,640Net Assets 2022: $39,490,0212022Assets 2023: $44,148,389Liabilities 2023: $261,023Net Assets 2023: $43,887,3662023Assets 2024: $46,716,063Liabilities 2024: $203,803Net Assets 2024: $46,512,2602024

Highlighted filing

2024

Assets$46,716,063
Liabilities$203,803
Net Assets$46,512,260

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $653,0682010Revenue 2011: $1,275,774Expenses 2011: $484,251Net Income 2011: $791,5232011Revenue 2012: $1,561,208Expenses 2012: $2,809,688Net Income 2012: -$1,248,4802012Expenses 2013: $1,662,5702013Revenue 2014: $1,141,919Expenses 2014: $938,037Net Income 2014: $203,8822014Revenue 2015: $1,538,356Expenses 2015: $1,363,767Net Income 2015: $174,5892015Revenue 2016: $1,173,319Expenses 2016: $1,019,517Net Income 2016: $153,8022016Revenue 2017: $1,698,409Expenses 2017: $1,095,099Net Income 2017: $603,3102017Revenue 2018: $3,737,525Expenses 2018: $1,331,076Net Income 2018: $2,406,4492018Revenue 2019: $1,987,495Expenses 2019: $1,650,902Net Income 2019: $336,5932019Revenue 2020: $8,185,603Expenses 2020: $1,622,098Net Income 2020: $6,563,5052020Revenue 2021: $4,207,307Expenses 2021: $1,679,075Net Income 2021: $2,528,2322021Revenue 2022: $1,198,421Expenses 2022: $1,789,332Net Income 2022: -$590,9112022Revenue 2023: $2,080,752Expenses 2023: $2,056,259Net Income 2023: $24,4932023Revenue 2024: $2,863,390Expenses 2024: $1,883,345Net Income 2024: $980,0452024

Highlighted filing

2024

Revenue$2,863,390
Expenses$1,883,345
Net Income$980,045

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.7$0.20$46.5$2.86$1.88$0.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.1$0.26$43.9$2.08$2.06$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.6$0.10$39.5$1.20$1.79$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.5$0.10$48.4$4.21$1.68$2.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.7$0.13$42.6$8.19$1.62$6.56
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$0.11$33.6$1.99$1.65$0.34
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$0.12$28.8$3.74$1.33$2.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.12$30.3$1.70$1.10$0.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$0.11$26.8$1.17$1.02$0.15
2015Detailed filing. Detailed filing data is available for this year.$25.8$0.18$25.6$1.54$1.36$0.17
2014Detailed filing. Detailed filing data is available for this year.$27.4$0.32$27.0$1.14$0.94$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$0.96$25.4$1.66
2012Summary only. Only limited summary data is available for this year.$2.57$0.13$2.44$1.56$2.81$1.25
2011Summary only. Only limited summary data is available for this year.$3.98$0.27$3.71$1.28$0.48$0.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.23$2.92$0.65
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$1,296,554
Mission and Program Overview

Mission

To assist with unmet healthcare needs, with health education, and with programs and research on preventing illness and promoting health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$47,182,510$37,254,469▼ $9,928,041
Savings and Temporary Cash Investments$1,015,203$1,788,250▲ $773,047
Cash and Non-Interest-Bearing Accounts$116,199$414,769▲ $298,570
Pledges and Grants Receivable$78,821$78,865▲ $44
Land, Buildings, and Equipment, Net$61,564$32,243▼ $29,321
Prepaid Expenses and Deferred Charges$15,876$15,898▲ $22
Accounts Receivable-$4,167-
Total Assets$48,470,173$39,588,661▼ $8,881,512
Liabilities
Other Liabilities$100,472$98,640▼ $1,832
Total Liabilities$100,472$98,640▼ $1,832
Net Assets / Fund Balance
Net Assets With Donor Restrictions$48,189,025$39,320,123▼ $8,868,902
Net Assets Without Donor Restrictions$180,676$169,898▼ $10,778
Total Net Assets Fund Balance$48,369,701$39,490,021▼ $8,879,680
Total Liabilities and Net Assets / Fund Balance$48,470,173$39,588,661▼ $8,881,512

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$23,710$82,982$106,692
Equipment$8,533$43,614$52,147

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$47,478,681$66,257▼ $8,033,218-$38,281,598
2021$41,767,369$1,360,622▲ $5,363,273-$47,478,681
2020$30,618,162$6,857,176▲ $5,417,447-$41,767,369
2019$25,781,375$24,273▲ $5,653,574-$30,618,162
2018$28,228,495$1,481,726▼ $2,765,151-$25,781,375
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James LajoieExecutive DirectorFT$123,399$3,702$127,101

Board Members and Trustees

NameTitle
Daniel ArnoldPresident
Sara GilesVice President
Angela VictorsonDirector
Bruce SeelyDirector
Bryan DixonDirector
Carolyn SeversonDirector
Fredi De YampertDirector
Joan HaaraDirector
John MarshallDirector
Meghan LaneDirector
Scott PynnonenDirector
Tracey JohnsonDirector
Tyler LaplauntDirector
Kara KatonaSecretary / Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$220,547
Program Service Revenue
$0
Investment Income
$879,996
Other Revenue
$97,878
All Other Contributions
$219,380
Change in Net Assets
$-590,911

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,056,549
Revenue Not Reported on Financial Statements
$141,872
Revenue Not Reported on Form 990
$11,558
Total Revenue per Audited Statements
$1,068,107
Total Revenue per Form 990
$1,198,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,088,250
Salaries, Compensation, and Employee Benefits$428,689
Other Expenses$272,393
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,088,250--$1,088,250
Other Salaries and Wages-$213,597-$213,597
Fees for Service Investment Mgmnt Fees-$141,872-$141,872
Current Officers, Directors, Trustees, and Key Employees-$123,399-$123,399
Other Employee Benefits-$57,930-$57,930
Depreciation Depletion-$24,922-$24,922
Payroll Taxes-$23,811-$23,811
Occupancy-$19,979-$19,979
Insurance-$14,500-$14,500
Office Expenses-$14,263-$14,263
Information Technology-$12,631-$12,631
Pension Plan Contributions-$9,952-$9,952
Advertising-$9,877-$9,877
Fees for Services Legal-$9,000-$9,000
Fees for Services Accounting-$5,874-$5,874
Other Expenses-$5,446-$5,446
Travel-$4,557-$4,557
Interest-$889-$889
Total Functional Expenses$1,088,250$701,082$0$1,789,332

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,789,332
Expenses per Audited Statements$1,642,014
Total Expenses per Audited Statements$1,642,014
Expenses Not Reported on Financial Statements$147,318
Other Expense Adjustments$5,446
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UpcapEscanaba, MI501c3Year Two funding for Food As Medicine program for low-income residents$322,388
Partridge Creek FarmIshpeming, MI501c3Year two funding for their food access project$106,428
Great Lakes Recovery Centers IncIshpeming, MI501c3Expand access to behavioral and mental health services for youth in the U.P.$58,405
Upper Peninsula Veterans Community Action TeamEscanaba, MI-Year two funding - Grocery gift cards, health program info referral$55,000
Community Foundation of Marquette CountyMarquette, MI501c3Kids Cove All-Inclusive Playground project$50,000
Feeding America West MichiganComstock Park, MI501c3Year two funding for A Recipe for Success program$35,998
Chippewa County Family ProjectSault Ste Marie, MI501c3Personal supplies, 2 computers, startup costs for the Arfstrom Faunt Teen Foster Home$22,800
Marquette Alger RESAMarquette, MI501c3Teen Mental Health First Aid U.P. Expansion project$22,678
Courage IncorporatedAppleton, WI501c3Cargo Trailer and UTV tracks$19,743
Michigan Breastfeeding NetworkLansing, MI501c3Making Milk, and Indigenous based lactation education program for U.P. families$18,909
Marquette County Habitat for HumanityMarquette, MI501c3Two portable ramps for their clients$17,000
Healthy Youth Coalition of Marinette & Menominee CountiesMenominee, MI501c3Vape detectors at Stephenson, North Central, and Menominee schools$15,600
Dial Help IncHoughton, MI501c3Carter Kits to comfort and focus children impacted by traumatic events$15,370
Cancer Care of Marquette CountyMarquette, MI501c3Patient care services for cancer patients in Marquette county$10,000
Great Lakes Recovery Centers IncIshpeming, MI115Compassionate Care Fund, for patients who cannot pay$10,000
HOPE Animal Assisted Crisis ResponseEugene, OR501c3Grow membership of canine teams and expand outreach visits$10,000
Hospice of the Eastern UPSault Ste Marie, MI501c3Costs to cover supplies, upgrades, groceries, etc.$10,000
Aspirus HealthLaurium, MI501c3Two Cardio Care Cycles and an Upper Body Exerciser$8,216
Lake Superior State UniversitySault Ste Marie, MI115Funding for Electronic Medical Record implementation hardware$7,500
EversightAnn Arbor, MI501c3Clinical operations to honor the wishes of U.P. cornea/eye tissue donors$7,312
The Lakes Community Health Center IncIron River, WI501c3Exam table, procedure table, x-ray machine, and AED for Hurley clinic$6,948
Camp New Day UPMarquette, MI501c3Funding for food, supplies, and Winter Weekend Camp expenses$6,700
Food Start UPMarquette, MI501c3Natural gas range and kitchen management software$5,000
Functional Behavior ServicesMarquette, MI501c3Access to behavior reduction and skill acquisition services$5,000
Mercy Medical AngelsNorfolk, VA501c3Free transportation to critical medical treatment for low-income residents of the U.P.$5,000
Superior Housing SolutionsMarquette, MI501c3New boiler for Fisher House$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$196,011
Fundraising Direct Expenses$98,133
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$151,688$143,039$25,346$117,693
Golf Outing$35,037$32,128$6,342$25,786
Total Events$207,819$196,011$98,133$97,878
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$83,625
Payroll Liabilities$15,015
Charitable Gift Annuity-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Before being filed, form 990 was reviewed by the treasurer of the board of directors and the foundations executive director, internal accountant, and outside legal counsel.

Form 990, Part VI, Section C, Line 19

Consistent with requirments of the internal revenue code, the foundation makes its form 990 and form 1023 available upon request.

Form 990, Part VI, Section B, Line 12C

Board members are required to review and sign conflict of interest disclosures annually. The foundations legal counsel reviews these disclosures to ensure policy compliance. If it is determined that a conflict of interest exists, the board member must remove himself or herself from all discussions of the matter and abstain from voting on the matter.

Form 990, Part VI, Section B, Line 15A

The governance and nominating committee utilizes salary data compiled by the council of foundations for its triennial grantmaker salary and benefits report to make a recommnedation on the executive director compensation level. The recommended compensation is then brought to the audit and finance committee, with final approval from the full board of directors. Contemporaneous notes are taken of meetings.

Filing and Contact Details

Filer

Filer Name
Superior Health Foundation
EIN
20-3615349
Phone
9062254763
Address
121 NORTH FRONT STREET, MARQUETTE, MI 49855

Signing Officer

Name
Kara Katona
Title
Treasurer
Phone
9062254763
Signed
2023-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Katona
Formed
2004
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
Employees
7
Volunteers
27

Preparer

Firm
Thomson & Metivier Pc
Address
1901 W RIDGE ST STE 11, MARQUETTE, MI 49855
Preparer
Patrick N Thomson
Phone
9062261979
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process for oversight and selection did not change during the tax year.

Financial Statement Notes

XII 4B

Loss on disposal of fixed assets.

Raw XML AppendixShowing 400 of 796 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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