Civic Intelligence

Bay Harbor Foundation

990 • Fiscal year 2018 • EIN 37-1491024

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 14, 2019

Organization ProfileWWW.BAYHARBORFOUNDATION.ORG
750 Bay Harbor DriveBay Harbor, MI 49770

(231) 439-2700

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

97th percentile

$81,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 39.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-4.6%

Faster asset growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$402,295

Down $19,391 (-4.6%) from 2017

Net Assets

Down

$395,501

Down $17,672 (-4.3%) from 2017

Liabilities

Down

$6,794

Down $1,719 (-20%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin39th percentile

Revenue

Down

$207,550

Down $104,060 (-33%) from 2017

Expenses

Down

$208,793

Down $88,514 (-30%) from 2017

Net Income

Down

-$1,243

Down $15,546 (-109%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2018

Assets$402,295
Liabilities$6,794
Net Assets$395,501
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

2018

Revenue$207,550
Expenses$208,793
Net Income-$1,243
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 14, 2019
Return Version
2018v3.1
Gross Receipts
$369,000
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$267,615$257,271▼ $10,344
Savings and Temporary Cash Investments$145,287$137,720▼ $7,567
Accounts Receivable$6,250$6,500▲ $250
Land, Buildings, and Equipment, Net$1,022$511▼ $511
Prepaid Expenses and Deferred Charges$1,512$293▼ $1,219
Total Assets$421,686$402,295▼ $19,391
Liabilities
Accounts Payable and Accrued Expenses$3,500$3,500→ $0
Other Liabilities$2,513$3,294▲ $781
Deferred Revenue$2,500$0▼ $2,500
Total Liabilities$8,513$6,794▼ $1,719
Net Assets / Fund Balance
Permanently Rstr Net Assets$267,615$257,271▼ $10,344
Unrestricted Net Assets$145,558$123,830▼ $21,728
Temporarily Rstr Net Assets-$14,400-
Total Net Assets Fund Balance$413,173$395,501▼ $17,672
Total Liabilities and Net Assets / Fund Balance$421,686$402,295▼ $19,391

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$511$7,455$7,966
Other Securities$257,271--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$267,615-▼ $10,344-$257,271
2017$237,964-▲ $38,351$8,700$267,615
2016$216,419-▲ $21,545-$237,964
2015$212,829$2,000▲ $1,590-$216,419
2014$190,223$2,000▲ $20,606-$212,829
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Candace FitzsimonsExecutive DirectorFT$81,000$81,000

Board Members and Trustees

NameTitle
Scot MorrisonChairman
Rodney PhillipsVice Chairman
Catherine PhillipsDirector
Christine EtienneDirector
Clayton WaldorfDirector
David JohnsonDirector
Debra GoodmanDirector
Erika KeiswetterDirector
Heather FrickDirector
James RamerDirector
Jason AllenDirector
Judy PhillipsDirector
Julie WentworthDirector
Kathryn WisneDirector
Kimberly SwearengenDirector
Michael HigginsDirector
Robert RoskamDirector
Sally CannonDirector
Tina FrescolnDirector
William WentworthDirector
Catherine MustoSecretary
Leonard D FrescolnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$129,033
Program Service Revenue
$0
Investment Income
$6,110
Other Revenue
$72,407
All Other Contributions
$89,810
Change in Net Assets
$-1,243

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 Table11$21,775Selling Price
Collectibles1$10,000Selling Price
Other Non Cash Contri Table4$7,448Selling Price
Total Noncash Contributions16$39,223-

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,550
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-16,429
Total Revenue per Audited Statements
$191,121
Total Revenue per Form 990
$207,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$133,015
Total Fundraising Expense$71,059
Other Expenses$40,149
Grants and Similar Amounts Paid$35,629
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$32,400$2,518$51,118$86,036
Other Salaries and Wages-$37,437-$37,437
Grants to Domestic Orgs$24,629--$24,629
Grants to Domestic Individuals$11,000--$11,000
Office Expenses$2,350$2,616$5,893$10,859
Payroll Taxes$2,504$3,088$3,950$9,542
Fees for Services Accounting-$8,200-$8,200
Occupancy$1,534$3,068$1,534$6,136
Insurance-$1,779$2,669$4,448
Information Technology-$2,071-$2,071
Other Expenses$456$731$2,021$731
Depreciation Depletion-$511-$511
Total Functional Expenses$74,873$62,861$71,059$208,793

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$208,793
Total Expenses per Audited Statements$208,793
Total Expenses per Form 990$208,793
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$233,857
Fundraising Direct Expenses$161,450
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Vintage Car&boat Festival/baynanza$207,050$175,075$80,241$94,834
Partnered Events$43,093$35,845$38,084$-2,239
Total Events$273,080$233,857$161,450$72,407
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$6,136
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$3,294
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
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; leonard d. And tina frescoln; william and julie wentworth governing body members that have a business relationship: david johnson and christine etienne.”

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 11B

“The review of the form 990 was conducted by the executive director and the treasurer. 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

Filer Name
Bay Harbor Foundation
EIN
37-1491024
Phone
2314392700
Address
750 BAY HARBOR DRIVE, BAY HARBOR, MI 49770

Signing Officer

Name
Leonard D Frescoln
Title
Treasurer
Phone
2314392700
Signed
2019-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leonard D Frescoln
Formed
2004
Legal Domicile
Mi
Voting Board Members
22
Independent Board Members
21
Employees
4
Volunteers
168

Preparer

Firm
RASMUSSEN TELLER O'NEIL & CHRISTMAN PC
Address
555 MICHIGAN STREET, PETOSKEY, MI 49770
Preparer
Kevin R Christman CPA
Phone
2313475555
Raw XML AppendixShowing 400 of 598 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03500
IRS990/AccountsReceivableGrp/BOYAmt06250
IRS990/AccountsReceivableGrp/EOYAmt06500
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE ASSISTANCE TO NOT FOR PROFIT CULTURAL, SOCIAL SERVICE AND ARTS BASED ORGANIZATIONS IN NORTHERN MICHIGAN GEOGRAPHIC FOCUS AREA.
IRS990/AllOtherContributionsAmt089810
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CANDACE FITZSIMONS
IRS990/BooksInCareOfDetail/PhoneNum02314392700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0750 BAY HARBOR DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAY HARBOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049770
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt051118
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02518
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt032400
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt086036
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt039223
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0129033
IRS990/CYGrantsAndSimilarPaidAmt035629
IRS990/CYInvestmentIncomeAmt06110
IRS990/CYOtherExpensesAmt040149
IRS990/CYOtherRevenueAmt072407
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1243
IRS990/CYSalariesCompEmpBnftPaidAmt0133015
IRS990/CYTotalExpensesAmt0208793
IRS990/CYTotalFundraisingExpenseAmt071059
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0207550
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt02500
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0511
IRS990/DepreciationDepletionGrp/TotalAmt0511
IRS990/Desc0AWARDED GRANTS TO OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT THEIR EXEMPT PURPOSES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt051707
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08200
IRS990/FeesForServicesAccountingGrp/TotalAmt08200
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt185.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt195.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt205.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2250.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1SALLY CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTINE ETIENNE
IRS990/Form990PartVIISectionAGrp/PersonNm3TINA FRESCOLN
IRS990/Form990PartVIISectionAGrp/PersonNm4HEATHER FRICK
IRS990/Form990PartVIISectionAGrp/PersonNm5DEBRA GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8ERIKA KEISWETTER
IRS990/Form990PartVIISectionAGrp/PersonNm9CATHERINE PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm10JUDY PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES RAMER
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT ROSKAM
IRS990/Form990PartVIISectionAGrp/PersonNm13KIMBERLY SWEARENGEN
IRS990/Form990PartVIISectionAGrp/PersonNm14CLAYTON WALDORF
IRS990/Form990PartVIISectionAGrp/PersonNm15JULIE WENTWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm16WILLIAM WENTWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm17KATHRYN WISNE
IRS990/Form990PartVIISectionAGrp/PersonNm18SCOT MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm19RODNEY PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm20LEONARD D FRESCOLN
IRS990/Form990PartVIISectionAGrp/PersonNm21CATHERINE MUSTO
IRS990/Form990PartVIISectionAGrp/PersonNm22CANDACE 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/ReportableCompFromOrgAmt2281000
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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/TitleTxt18CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt039223
IRS990/FundraisingDirectExpensesAmt0161450
IRS990/FundraisingGrossIncomeAmt0233857
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt024629
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt011000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt011000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt024629
IRS990/GrantsToDomesticOrgsGrp/TotalAmt024629
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0369000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02071
IRS990/InformationTechnologyGrp/TotalAmt02071
IRS990/InsuranceGrp/FundraisingAmt02669
IRS990/InsuranceGrp/ManagementAndGeneralAmt01779
IRS990/InsuranceGrp/TotalAmt04448
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06110
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06110
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0267615
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0257271
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07455
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01022
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0511
IRS990/LandBldgEquipCostOrOtherBssAmt07966
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/NetAssetsOrFundBalancesBOYAmt0413173
IRS990/NetAssetsOrFundBalancesEOYAmt0395501
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt072407
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt072407
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-16429
IRS990/NoncashContributionsAmt039223
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01534
IRS990/OccupancyGrp/ManagementAndGeneralAmt03068
IRS990/OccupancyGrp/ProgramServicesAmt01534
IRS990/OccupancyGrp/TotalAmt06136
IRS990/OfficeExpensesGrp/FundraisingAmt05893
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02616
IRS990/OfficeExpensesGrp/ProgramServicesAmt02350
IRS990/OfficeExpensesGrp/TotalAmt010859
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0HOSPITALITY
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2DUES, MEMBERSHIPS & SUB
IRS990/OtherExpensesGrp/FundraisingAmt03874
IRS990/OtherExpensesGrp/FundraisingAmt12021
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0842
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1731
IRS990/OtherExpensesGrp/ProgramServicesAmt0456
IRS990/OtherExpensesGrp/TotalAmt05172
IRS990/OtherExpensesGrp/TotalAmt12021
IRS990/OtherExpensesGrp/TotalAmt2731
IRS990/OtherLiabilitiesGrp/BOYAmt02513
IRS990/OtherLiabilitiesGrp/EOYAmt03294
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037437
IRS990/OtherSalariesAndWagesGrp/TotalAmt037437
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03950
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03088
IRS990/PayrollTaxesGrp/ProgramServicesAmt02504
IRS990/PayrollTaxesGrp/TotalAmt09542
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0267615
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0257271
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01512
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0293
IRS990/PrincipalOfficerNm0LEONARD D FRESCOLN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0AWARDED SCHOLARSHIPS TO QUALIFYING STUDENTS TO ATTEND COLLEGES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023166
IRS990/ProgSrvcAccomActy2Grp/GrantAmt011000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0154829
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0154060
IRS990/PYInvestmentIncomeAmt09832
IRS990/PYOtherExpensesAmt039241
IRS990/PYOtherRevenueAmt0146949
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt014303
IRS990/PYSalariesCompEmpBnftPaidAmt0104006
IRS990/PYTotalExpensesAmt0297307
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0311610
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-1243
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0145287
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0137720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0129033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0154829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0163762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0117472
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0171259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0736355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04896
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027962
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01535055
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57350
IRS990ScheduleA/PublicSupportPY170Pct00.67300
IRS990ScheduleA/PublicSupportTotal170Amt0438330
IRS990ScheduleA/SubstantialContributorsTotAmt0298025
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0129033
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0154829
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0163762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0117472
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0171259
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0736355
IRS990ScheduleA/TotalSupportAmt0764317
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0267615
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0257271

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$402,295
Liabilities
$6,794
Net assets
$395,501
Revenue
$207,550
Expenses
$208,793
Net income
-$1,243
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
2018Detailed filing. Detailed filing data is available for this year.$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