Civic Intelligence

Bay Harbor Foundation

990 • Fiscal year 2013 • EIN 37-1491024

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileWWW.BAYHARBORFOUNDATION.ORG
750 Bay Harbor Drive49770

(231) 439-2700

Siviq Scores

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

Liabilities / Assets

49th percentile

0.05x

Higher debt load relative to assets than 49% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

55th percentile

0.06x

Higher debt load relative to revenue than 55% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

29th percentile

-4.1%

Higher net margin than 29% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

76th percentile

$62,315

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

65th percentile

8.2%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$352,431

Up $26,757 (+8.2%) from 2012

Net Assets

Up

$335,018

Up $17,846 (+5.6%) from 2012

Liabilities

Up

$17,413

Up $8,911 (+105%) from 2012

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin29th percentile

Revenue

$283,471

No earlier filing loaded for comparison.

Expenses

Down

$295,149

Down $429 (-0.1%) from 2012

Net Income

-$11,678

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$800K$600K$400K$200K$0Assets 2010: $324,839Liabilities 2010: $12,555Net Assets 2010: $312,2842010Assets 2011: $330,789Liabilities 2011: $14,518Net Assets 2011: $316,2712011Assets 2012: $325,674Liabilities 2012: $8,502Net Assets 2012: $317,1722012Assets 2013: $352,431Liabilities 2013: $17,413Net Assets 2013: $335,0182013Assets 2014: $399,158Liabilities 2014: $16,904Net Assets 2014: $382,2542014Assets 2015: $413,284Liabilities 2015: $57,603Net Assets 2015: $355,6812015Assets 2016: $396,370Liabilities 2016: $26,042Net Assets 2016: $370,3282016Assets 2017: $421,686Liabilities 2017: $8,513Net Assets 2017: $413,1732017Assets 2018: $402,295Liabilities 2018: $6,794Net Assets 2018: $395,5012018Assets 2019: $471,282Liabilities 2019: $4,120Net Assets 2019: $467,1622019Assets 2020: $521,327Liabilities 2020: $3,501Net Assets 2020: $517,8262020Assets 2021: $608,872Liabilities 2021: $0Net Assets 2021: $608,8722021Assets 2022: $526,430Liabilities 2022: $0Net Assets 2022: $526,4302022Assets 2023: $588,280Liabilities 2023: $3,148Net Assets 2023: $585,1322023

Highlighted filing

2013

Assets$352,431
Liabilities$17,413
Net Assets$335,018
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $353,2452010Expenses 2011: $306,5172011Expenses 2012: $295,5782012Revenue 2013: $283,471Expenses 2013: $295,149Net Income 2013: -$11,6782013Revenue 2014: $315,218Expenses 2014: $277,722Net Income 2014: $37,4962014Revenue 2015: $267,461Expenses 2015: $261,431Net Income 2015: $6,0302015Revenue 2016: $261,636Expenses 2016: $262,623Net Income 2016: -$9872016Revenue 2017: $311,610Expenses 2017: $297,307Net Income 2017: $14,3032017Revenue 2018: $207,550Expenses 2018: $208,793Net Income 2018: -$1,2432018Revenue 2019: $233,624Expenses 2019: $218,191Net Income 2019: $15,4332019Revenue 2020: $121,545Expenses 2020: $114,260Net Income 2020: $7,2852020Revenue 2021: $170,111Expenses 2021: $125,359Net Income 2021: $44,7522021Revenue 2022: $61,203Expenses 2022: $60,785Net Income 2022: $4182022Revenue 2023: $56,553Expenses 2023: $63,226Net Income 2023: -$6,6732023

Highlighted filing

2013

Revenue$283,471
Expenses$295,149
Net Income-$11,678
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.0
Gross Receipts
$519,360
Mission and Program Overview

Mission

Bay harbor foundation, in close harmony with its members, dedicated itself to provide assistance to not for profit cultural, social service and arts based organizations in northern michigan geographic focus area.

To provide assistance to not for profit cultural, social service and arts based organizations in northern michigan geographic focus area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$151,303$190,105▲ $38,802
Savings and Temporary Cash Investments$168,072$136,207▼ $31,865
Cash and Non-Interest-Bearing Accounts$2,437$10,686▲ $8,249
Pledges and Grants Receivable$68$7,185▲ $7,117
Prepaid Expenses and Deferred Charges-$4,850-
Accounts Receivable$3,035$3,020▼ $15
Land, Buildings, and Equipment, Net$759$378▼ $381
Total Assets$325,674$352,431▲ $26,757
Liabilities
Accounts Payable and Accrued Expenses$8,500$10,537▲ $2,037
Other Liabilities$2$4,376▲ $4,374
Deferred Revenue-$2,500-
Total Liabilities$8,502$17,413▲ $8,911
Net Assets / Fund Balance
Permanently Rstr Net Assets$152,421$190,223▲ $37,802
Unrestricted Net Assets$147,136$130,000▼ $17,136
Temporarily Rstr Net Assets$17,615$14,795▼ $2,820
Total Net Assets Fund Balance$317,172$335,018▲ $17,846
Total Liabilities and Net Assets / Fund Balance$325,674$352,431▲ $26,757

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$378$5,032$5,410
Other Securities$190,105--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$152,421$4,000▲ $33,802-$190,223
2012$133,223$3,950▲ $15,248-$152,421
2011$112,488$17,588▲ $3,147-$133,223
2010$109,450$2,600▲ $438-$112,488
2009$106,612$2,838--$109,450
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Candace FitzsimonsExecutive DirectorFT$62,315$62,315

Board Members and Trustees

NameTitle
Scot MorrisonChairman
James RamerVice Chairman
Carole CobbDirector
Catherine PhillipsDirector
Christine EtienneDirector
Clayton WaldorfDirector
David JohnsonDirector
Debra GoodmanDirector
Gwen Haggerty - BeardenDirector
Heather FrickDirector
JILL O'NEILLDirector
Jason AllenDirector
John McfarlandDirector
Judy PhillipsDirector
Julie MumfordDirector
Kathryn WisneDirector
Kimberly SwearengenDirector
Linda LyonDirector
Michael HigginsDirector
Paul KeiswetterDirector
Paul KnappDirector
Robert RoskamDirector
Sally CannonDirector
Tina FrescolnDirector
Tracy BacigalupiDirector
William ConnerDirector
William ParfetDirector
Catherine MustoSecretary
Rodney PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$197,683
Program Service Revenue
$0
Investment Income
$4,394
Other Revenue
$81,394
All Other Contributions
$125,417
Change in Net Assets
$-11,678

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table65$37,416Selling Price
Other Non Cash Contri Table4$28,800Selling Price
Food Inventory4$4,050Cost
Works of Art1$2,000Selling Price
Total Noncash Contributions74$72,266-

Audited Revenue Reconciliation

Revenue per Audited Statements
$283,471
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$29,524
Total Revenue per Audited Statements
$312,995
Total Revenue per Form 990
$283,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$140,297
Salaries, Compensation, and Employee Benefits$103,228
Total Fundraising Expense$62,419
Other Expenses$51,624
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,297--$80,297
Current Officers, Directors, Trustees, and Key Employees$15,578$15,578$31,159$62,315
Grants to Domestic Individuals$60,000--$60,000
Other Salaries and Wages$8,311$8,311$16,623$33,245
Office Expenses$5,369$3,437$4,766$13,572
Occupancy$3,000$6,000$3,000$12,000
Fees for Services Accounting-$11,606-$11,606
Payroll Taxes$1,917$1,917$3,834$7,668
Insurance-$2,995$1,996$4,991
Information Technology-$1,922-$1,922
Travel--$1,041$1,041
Other Expenses-$832-$832
Depreciation Depletion-$381-$381
Total Functional Expenses$174,472$58,258$62,419$295,149

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$295,149
Total Expenses per Audited Statements$295,149
Total Expenses per Form 990$295,149
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-2764533-501(c)(3)Health & Human Services$15,000
38-3026718-501(c)(3)Health & Human Services$9,835
38-3006148-501 (c) (3)Health & Human Services$8,200
38-2387256-501(c)(3)Musical Instruments Musical Instruments$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$317,283
Fundraising Direct Expenses$235,889
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$220,293$165,180$100,460$64,720
Event 2$109,951$105,340$52,439$52,901
Total Events$389,549$317,283$235,890$81,393
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
David V JohnsonChairman of Bay Harbor Village Co. and Director of Bay Harbor FoundationBay Harbor Foundation Pays Rent to Bay Harbor Village Company.No$12,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$4,376
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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 A, Line 2

“Governing body members that have a family relationship:rodney phillips and judy phillips; dave and tina frescoln governing body members that have a business relationship: david johnson, tracy bacigalup,christine etienne and jill o'neill”

Form 990, Part VI, Section A, Line 4

“The bylaws were amended to change the requirement for a quorum for a meeting of members from one third to one tenth.”

Form 990, Part VI, Section A, Line 6

“The bay harbor foundation is organized as a nonprofit corporation with members who meet specific qualifications, as described in bylaws article ii.”

Form 990, Part VI, Section A, Line 7A

“Members, other than youth members, are each entitled to one vote to elect the board of directors at the annual meeting, per bylaws articles ii, iii and iv. Per bylaws article iv, at the annual meeting members shall by resolution designate the number of directors to be elected in the ensuing year.”

Form 990, Part VI, Section A, Line 8B

“No committee can act on behalf of the board of directors.”

Form 990, Part VI, Section B, Line 11

“The review of the form 990 was conducted by the executive director and members of the finance committee before it was filed. The review consisted of reviewing all parts and supporting schedules of the form.”

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

“Each director, officer and committee member with powers delegated by the board of directors is required to annually sign a statement which affirms compliance with the policy”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

EIN
37-1491024
Phone
2314392700

Signing Officer

Name
Rodney Phillips
Title
Treasurer
Phone
2314392700
Signed
2014-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rodney Phillips
Formed
2004
Legal Domicile
Mi
Voting Board Members
26
Independent Board Members
24
Employees
3
Volunteers
0

Preparer

Preparer
Kevin R Christman
Phone
2313475555
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in process from prior year”

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IRS990/Form990PartVIISectionAGrp/PersonNm21JAMES RAMER
IRS990/Form990PartVIISectionAGrp/PersonNm22CLAYTON WALDORF
IRS990/Form990PartVIISectionAGrp/PersonNm23SCOT MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm24JILL O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm25KIMBERLY SWEARENGEN
IRS990/Form990PartVIISectionAGrp/PersonNm26CAROLE COBB
IRS990/Form990PartVIISectionAGrp/PersonNm27MICHAEL HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm28JULIE MUMFORD
IRS990/Form990PartVIISectionAGrp/PersonNm29CANDACE FITZSIMONS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2962315
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt072266
IRS990/FundraisingDirectExpensesAmt0235889
IRS990/FundraisingGrossIncomeAmt0317283
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt080297
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt060000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt060000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt080297
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080297
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0519360
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01922
IRS990/InformationTechnologyGrp/TotalAmt01922
IRS990/InsuranceGrp/FundraisingAmt01996
IRS990/InsuranceGrp/ManagementAndGeneralAmt02995
IRS990/InsuranceGrp/TotalAmt04991
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04394
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04394
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0151303
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0190105
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05032
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0759
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0378
IRS990/LandBldgEquipCostOrOtherBssAmt05410
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BAY HARBOR FOUNDATION, IN CLOSE HARMONY WITH ITS MEMBERS, DEDICATED ITSELF TO PROVIDE ASSISTANCE TO NOT FOR PROFIT CULTURAL, SOCIAL SERVICE AND ARTS BASED ORGANIZATIONS IN NORTHERN MICHIGAN GEOGRAPHIC FOCUS AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0317172
IRS990/NetAssetsOrFundBalancesEOYAmt0335018
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt081394
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt081394
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt029524
IRS990/NoncashContributionsAmt072266
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03000
IRS990/OccupancyGrp/ManagementAndGeneralAmt06000
IRS990/OccupancyGrp/ProgramServicesAmt03000
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/FundraisingAmt04766
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03437
IRS990/OfficeExpensesGrp/ProgramServicesAmt05369
IRS990/OfficeExpensesGrp/TotalAmt013572
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0HOSPITALITY
IRS990/OtherExpensesGrp/Desc1DUES, MEMBERSHIPS & SUB
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2832
IRS990/OtherExpensesGrp/TotalAmt03124
IRS990/OtherExpensesGrp/TotalAmt12155
IRS990/OtherExpensesGrp/TotalAmt2832
IRS990/OtherLiabilitiesGrp/BOYAmt02
IRS990/OtherLiabilitiesGrp/EOYAmt04376
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016623
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08311
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08311
IRS990/OtherSalariesAndWagesGrp/TotalAmt033245
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03834
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01917
IRS990/PayrollTaxesGrp/ProgramServicesAmt01917
IRS990/PayrollTaxesGrp/TotalAmt07668
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0152421
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0190223
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt068
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07185
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04850
IRS990/PrincipalOfficerNm0RODNEY PHILLIPS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0AWARDED SCHOLARSHIPS TO QUALIFYING STUDENTS TO ATTEND COLLEGES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt074695
IRS990/ProgSrvcAccomActy2Grp/GrantAmt060000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,431
Liabilities
$17,413
Net assets
$335,018
Revenue
$283,471
Expenses
$295,149
Net income
-$11,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.03$5.85$0.57$0.63$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.00$5.26$0.61$0.61$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$1.70$1.25$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.04$5.18$1.22$1.14$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.04$4.67$2.34$2.18$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.07$3.96$2.08$2.09$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$0.09$4.13$3.12$2.97$0.14
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.26$3.70$2.62$2.63$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.58$3.56$2.67$2.61$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.17$3.82$3.15$2.78$0.37
2013Detailed filing. Detailed filing data is available for this year.$3.52$0.17$3.35$2.83$2.95$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.09$3.17$2.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.15$3.16$3.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.13$3.12$3.53