Civic Intelligence

Beacon Hill Foundation

990 • Fiscal year 2017 • EIN 30-0856751

Apr 01, 2016 to Mar 31, 2017 • Filed on Dec 12, 2017

1919 Boston SEGrand Rapids, MI 49506

(616) 245-9179

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.13x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

Up

$2,921,237

Up $398,566 (+16%) from 2016

Net Assets

Up

$2,868,218

Up $379,639 (+15%) from 2016

Liabilities

Up

$53,019

Up $18,927 (+56%) from 2016

Revenue

Down

$393,272

Down $2,193,609 (-85%) from 2016

Expenses

Down

$98,447

Down $5,245 (-5.1%) from 2016

Net Income

Down

$294,825

Down $2,188,364 (-88%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $2,522,671Liabilities 2016: $34,092Net Assets 2016: $2,488,5792016Assets 2017: $2,921,237Liabilities 2017: $53,019Net Assets 2017: $2,868,2182017Assets 2018: $3,547,700Liabilities 2018: $88,543Net Assets 2018: $3,459,1572018Assets 2019: $4,092,399Liabilities 2019: $375,406Net Assets 2019: $3,716,9932019Assets 2020: $4,011,038Liabilities 2020: $180,554Net Assets 2020: $3,830,4842020Assets 2021: $5,286,498Liabilities 2021: $4,115Net Assets 2021: $5,282,3832021Assets 2022: $6,114,527Liabilities 2022: $45,182Net Assets 2022: $6,069,3452022Assets 2023: $5,750,349Liabilities 2023: $8,758Net Assets 2023: $5,741,5912023Assets 2024: $6,437,241Liabilities 2024: $4,000Net Assets 2024: $6,433,2412024Assets 2025: $6,491,145Liabilities 2025: $244,877Net Assets 2025: $6,246,2682025

Highlighted filing

2017

Assets$2,921,237
Liabilities$53,019
Net Assets$2,868,218

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,586,881Expenses 2016: $103,692Net Income 2016: $2,483,1892016Revenue 2017: $393,272Expenses 2017: $98,447Net Income 2017: $294,8252017Revenue 2018: $695,644Expenses 2018: $281,973Net Income 2018: $413,6712018Revenue 2019: $219,753Expenses 2019: $342,223Net Income 2019: -$122,4702019Revenue 2020: $539,513Expenses 2020: $131,073Net Income 2020: $408,4402020Revenue 2021: $437,650Expenses 2021: $121,345Net Income 2021: $316,3052021Revenue 2022: $1,292,063Expenses 2022: $132,404Net Income 2022: $1,159,6592022Revenue 2023: $448,202Expenses 2023: $188,426Net Income 2023: $259,7762023Revenue 2024: $330,185Expenses 2024: $367,925Net Income 2024: -$37,7402024Revenue 2025: $985,807Expenses 2025: $810,823Net Income 2025: $174,9842025

Highlighted filing

2017

Revenue$393,272
Expenses$98,447
Net Income$294,825
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$1,331,244
Mission and Program Overview

Mission

The mission of the beacon hill foundation is to manage charitable gift programs and endowment fund growth to ensure that beacon hill at eastgate continues to meet the physical, social and spiritual needs of its residents, has adequate resources for development of its campus and facilities, and remains an integral part of the eastgate neighborhood.

Management and growth of the Mary & Martha Benevolent Care Fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,268,443$2,516,282▲ $247,839
Cash and Non-Interest-Bearing Accounts$130,158$327,574▲ $197,416
Pledges and Grants Receivable$108,503$60,708▼ $47,795
Accounts Receivable$10,567$11,673▲ $1,106
Prepaid Expenses and Deferred Charges$5,000$5,000→ $0
Total Assets$2,522,671$2,921,237▲ $398,566
Liabilities
Other Liabilities$33,777$47,941▲ $14,164
Accounts Payable and Accrued Expenses$315$5,078▲ $4,763
Total Liabilities$34,092$53,019▲ $18,927
Net Assets / Fund Balance
Unrestricted Net Assets$2,240,757$2,507,635▲ $266,878
Temporarily Rstr Net Assets$247,822$360,583▲ $112,761
Total Net Assets Fund Balance$2,488,579$2,868,218▲ $379,639
Total Liabilities and Net Assets / Fund Balance$2,522,671$2,921,237▲ $398,566
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Andi AllenPresidentPT$15,919$15,919

Board Members and Trustees

NameTitle
Cheri SteinChairperson
Carl Dufendachtrustee
Cheryl BlairTrustee
Jeffrey HuegliTrustee
Jim RauwerdaTrustee
Micki BenzTrustee
Carol SmithSecretary
Skip KnappTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$260,464
Program Service Revenue
$0
Investment Income
$151,894
Other Revenue
$-19,086
All Other Contributions
$221,152
Change in Net Assets
$294,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$56,112
Professional Fundraising Fees$56,000
Other Expenses$24,832
Salaries, Compensation, and Employee Benefits$17,615
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$56,000$56,000
Current Officers, Directors, Trustees, and Key Employees$16,406--$16,406
Fees for Service Investment Mgmnt Fees-$12,929-$12,929
Office Expenses$11,300--$11,300
Payroll Taxes$1,202--$1,202
Other Expenses-$491$112$603
Other Employee Benefits$7--$7
Total Functional Expenses$28,915$13,420$56,112$98,447
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$56,000
Fundraising Direct Expenses$42,432
Fundraising Gross Income$23,346

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$51,344$21,996$33,968$-11,972
5K Run$11,314$1,350$8,464$-7,114
Total Events$62,658$23,346$42,432$-19,086
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany payable$47,941
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The 990 is reviewed by the president and finance director of MI Christian Home D/B/A Beacon Hill prior to filling.

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

All officers and trustees are required annually to disclose any conflicts of interest.

Form 990, Part VI, Section C, line 19

Governing documents, conflict of interest policy and audited financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Beacon Hill Foundation
EIN
30-0856751
Phone
6162459179
Address
1919 Boston SE, Grand Rapids, MI 49506

Signing Officer

Name
Jeffrey Huegli
Title
Secretary
Phone
6162459179
Signed
2017-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Huegli
Formed
2014
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
9

Preparer

Firm
Rehmann Robson LLC
Address
2330 East Paris Ave SE, Grand Rapids, MI 49546
Preparer
Kerry J Nelson CPA
Phone
6169754100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

The Foundation follows the process of selecting and overseeing the work of the independent auditors used by MI CHristian Home D/B/A Beacon Hill at Eastgate.

Financial Statement Notes

Part X, Line 2:

The Organization has evaluated its income tax filing positions for fiscal years 2014 through 2017, the years which remain subject to examination as of March 31, 2017. The Organization concluded that there are no significant uncertain tax positions requiring recognition in the Organization's consolidated financial statements. The Organization does not expect the total amount of unrecognized tax benefits ("UTB") (e.g. tax deductions, exclusions, or credits claimed or expected to be claimed) to significantly change in the next twelve months. The Organization does not have any amounts accrued for interest and penalties related to UTBs at March 31, 2017 or 2016, and is not aware of any claims for such amounts by federal or state income tax authorities.

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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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IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047941
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Intercompany payable
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has evaluated its income tax filing positions for fiscal years 2014 through 2017, the years which remain subject to examination as of March 31, 2017. The Organization concluded that there are no significant uncertain tax positions requiring recognition in the Organization's consolidated financial statements. The Organization does not expect the total amount of unrecognized tax benefits ("UTB") (e.g. tax deductions, exclusions, or credits claimed or expected to be claimed) to significantly change in the next twelve months. The Organization does not have any amounts accrued for interest and penalties related to UTBs at March 31, 2017 or 2016, and is not aware of any claims for such amounts by federal or state income tax authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt047941
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Assistance in refining and developing an appropriate fundrai
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0The Breton Group
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt056000
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt02504 Admore St SE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0grand rapids
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd049506
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt039312
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029348
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09964
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042432
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011314
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023346
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-19086
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042432
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033968
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08464
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0MI
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalRetainedByContractorsAmt056000
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0249454
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07803
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014786
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jeffrey Huegli
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0272043
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Compensation is paid and determined by Michigan Christian Home, a related organization, for the President through a compensation committee. Form 990 from other organizations are used to compare compensation and approval is needed by the compensation committee to set compensation.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the president and finance director of MI Christian Home D/B/A Beacon Hill prior to filling.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All officers and trustees are required annually to disclose any conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, conflict of interest policy and audited financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Foundation follows the process of selecting and overseeing the work of the independent auditors used by MI CHristian Home D/B/A Beacon Hill at Eastgate.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MI Christian Home DBA Beacon Hill at Eastgate
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0381586704
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Senior Care
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01845 Boston St se
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Grand Rapids
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd049506
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

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