Civic Intelligence

Bay Harbor Foundation

990 • Fiscal year 2019 • EIN 37-1491024

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 10, 2020

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

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

57th percentile

6.6%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$81,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$471,282

Up $68,987 (+17%) from 2018

Net Assets

Up

$467,162

Up $71,661 (+18%) from 2018

Liabilities

Down

$4,120

Down $2,674 (-39%) from 2018

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin57th percentile

Revenue

Up

$233,624

Up $26,074 (+13%) from 2018

Expenses

Up

$218,191

Up $9,398 (+4.5%) from 2018

Net Income

Up

$15,433

Up $16,676 (+1342%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2019

Assets$471,282
Liabilities$4,120
Net Assets$467,162
Open 2019 Filing

Operations Trend

Revenue Growth66th 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

2019

Revenue$233,624
Expenses$218,191
Net Income$15,433
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 10, 2020
Return Version
2019v5.0
Gross Receipts
$377,172
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$257,271$320,240▲ $62,969
Savings and Temporary Cash Investments$137,720$120,721▼ $16,999
Accounts Receivable$6,500$16,000▲ $9,500
Pledges and Grants Receivable-$9,000-
Prepaid Expenses and Deferred Charges$293$3,321▲ $3,028
Inventories for Sale or Use-$2,000-
Land, Buildings, and Equipment, Net$511$0▼ $511
Total Assets$402,295$471,282▲ $68,987
Liabilities
Other Liabilities$3,294$4,120▲ $826
Accounts Payable and Accrued Expenses$3,500$0▼ $3,500
Total Liabilities$6,794$4,120▼ $2,674
Net Assets / Fund Balance
Net Assets With Donor Restrictions$271,671$353,911▲ $82,240
Net Assets Without Donor Restrictions$123,830$113,251▼ $10,579
Total Net Assets Fund Balance$395,501$467,162▲ $71,661
Total Liabilities and Net Assets / Fund Balance$402,295$471,282▲ $68,987

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$7,966$7,966
Other Securities$320,240--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$257,271-▲ $62,969-$320,240
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
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

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

Board Members and Trustees

NameTitle
Leonard D FrescolnChairman
Heather FrickVice Chairman
Catherine MustoDirector
Catherine PhillipsDirector
Christine EtienneDirector
Clayton WaldorfDirector
David JohnsonDirector
Debra GoodmanDirector
James RamerDirector
Jason AllenDirector
Judy PhillipsDirector
Julie WentworthDirector
Michael HigginsDirector
Robert RoskamDirector
Sally CannonDirector
Scot MorrisonDirector
Tina FrescolnDirector
William WentworthDirector
Kathryn WisneSecretary
Rodney PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,452
Program Service Revenue
$0
Investment Income
$6,766
Other Revenue
$83,406
All Other Contributions
$89,605
Change in Net Assets
$15,433

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 Table10$34,300Selling Price
Collectibles1$10,000Selling Price
Other Non Cash Contri Table0$9,547Selling Price
Total Noncash Contributions11$53,847-

Audited Revenue Reconciliation

Revenue per Audited Statements
$233,624
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$56,228
Total Revenue per Audited Statements
$289,852
Total Revenue per Form 990
$233,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$132,005
Total Fundraising Expense$90,943
Other Expenses$52,245
Grants and Similar Amounts Paid$33,941
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$42,806$8,100$40,500$91,406
Other Salaries and Wages-$10,406$20,812$31,218
Grants to Domestic Orgs$24,441--$24,441
Office Expenses$1,955$2,119$7,980$12,054
Fees for Services Accounting-$10,456-$10,456
Grants to Domestic Individuals$9,500--$9,500
Payroll Taxes$3,275$1,415$4,691$9,381
Occupancy$1,534$3,068$1,534$6,136
Insurance-$1,969$2,954$4,923
Advertising--$3,435$3,435
Travel-$992$1,139$2,131
Information Technology-$1,680-$1,680
Other Expenses-$595$7,898$595
Depreciation Depletion-$512-$512
Total Functional Expenses$83,511$43,737$90,943$218,191

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$218,191
Total Expenses per Audited Statements$218,191
Total Expenses per Form 990$218,191
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$226,954
Fundraising Direct Expenses$143,548
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Vintage Car&boat Festival/baynanza$227,308$183,008$64,820$118,188
Partnered Events$27,232$17,685$24,508$-6,823
Total Events$280,801$226,954$143,548$83,406
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$4,120
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 chair. 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
Candace Fitzsimons
Title
Executive Director
Phone
2314392700
Signed
2020-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leonard D Frescoln
Formed
2004
Legal Domicile
Mi
Voting Board Members
20
Independent Board Members
20
Employees
3
Volunteers
234

Preparer

Firm
RASMUSSEN TELLER O'NEIL & CHRISTMAN PC
Address
555 MICHIGAN STREET, PETOSKEY, MI 49770
Preparer
Ted M Teller CPA
Phone
2313475555
Raw XML AppendixShowing 400 of 589 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/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt06500
IRS990/AccountsReceivableGrp/EOYAmt016000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE ASSISTANCE TO NOT FOR PROFIT CULTURAL, SOCIAL SERVICE AND ARTS BASED ORGANIZATIONS IN NORTHERN MICHIGAN GEOGRAPHIC FOCUS AREA.
IRS990/AdvertisingGrp/FundraisingAmt03435
IRS990/AdvertisingGrp/TotalAmt03435
IRS990/AllOtherContributionsAmt089605
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt040500
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08100
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt042806
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt091406
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt053847
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0143452
IRS990/CYGrantsAndSimilarPaidAmt033941
IRS990/CYInvestmentIncomeAmt06766
IRS990/CYOtherExpensesAmt052245
IRS990/CYOtherRevenueAmt083406
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt015433
IRS990/CYSalariesCompEmpBnftPaidAmt0132005
IRS990/CYTotalExpensesAmt0218191
IRS990/CYTotalFundraisingExpenseAmt090943
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0233624
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0512
IRS990/DepreciationDepletionGrp/TotalAmt0512
IRS990/Desc0AWARDED GRANTS TO OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT THEIR EXEMPT PURPOSES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0271671
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0353911
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt060131
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010456
IRS990/FeesForServicesAccountingGrp/TotalAmt010456
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/AverageHoursPerWeekRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt185.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt195.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2050.00
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/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/PersonNm0JAMES RAMER
IRS990/Form990PartVIISectionAGrp/PersonNm1CATHERINE MUSTO
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHERINE PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTINE ETIENNE
IRS990/Form990PartVIISectionAGrp/PersonNm4CLAYTON WALDORF
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm6DEBRA GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM WENTWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm8JASON ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm9TINA FRESCOLN
IRS990/Form990PartVIISectionAGrp/PersonNm10JULIE WENTWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT ROSKAM
IRS990/Form990PartVIISectionAGrp/PersonNm13SALLY CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm14SCOT MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm15JUDY PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm16LEONARD D FRESCOLN
IRS990/Form990PartVIISectionAGrp/PersonNm17HEATHER FRICK
IRS990/Form990PartVIISectionAGrp/PersonNm18RODNEY PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm19KATHRYN WISNE
IRS990/Form990PartVIISectionAGrp/PersonNm20CANDACE 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/ReportableCompFromOrgAmt2081000
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/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/TitleTxt16CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt053847
IRS990/FundraisingDirectExpensesAmt0143548
IRS990/FundraisingGrossIncomeAmt0226954
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt024441
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt09500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt09500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt024441
IRS990/GrantsToDomesticOrgsGrp/TotalAmt024441
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0377172
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01680
IRS990/InformationTechnologyGrp/TotalAmt01680
IRS990/InsuranceGrp/FundraisingAmt02954
IRS990/InsuranceGrp/ManagementAndGeneralAmt01969
IRS990/InsuranceGrp/TotalAmt04923
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02000
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06766
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06766
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0257271
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0320240
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07966
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0511
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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/NetAssetsOrFundBalancesBOYAmt0395501
IRS990/NetAssetsOrFundBalancesEOYAmt0467162
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt083406
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt083406
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt056228
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0123830
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0113251
IRS990/NoncashContributionsAmt053847
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01534
IRS990/OccupancyGrp/ManagementAndGeneralAmt03068
IRS990/OccupancyGrp/ProgramServicesAmt01534
IRS990/OccupancyGrp/TotalAmt06136
IRS990/OfficeExpensesGrp/FundraisingAmt07980
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02119
IRS990/OfficeExpensesGrp/ProgramServicesAmt01955
IRS990/OfficeExpensesGrp/TotalAmt012054
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1HOSPITALITY
IRS990/OtherExpensesGrp/Desc2DUES, MEMBERSHIPS & SUB
IRS990/OtherExpensesGrp/FundraisingAmt07898
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02425
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1595
IRS990/OtherExpensesGrp/TotalAmt07898
IRS990/OtherExpensesGrp/TotalAmt12425
IRS990/OtherExpensesGrp/TotalAmt2595
IRS990/OtherLiabilitiesGrp/BOYAmt03294
IRS990/OtherLiabilitiesGrp/EOYAmt04120
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020812
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010406
IRS990/OtherSalariesAndWagesGrp/TotalAmt031218
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04691
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01415
IRS990/PayrollTaxesGrp/ProgramServicesAmt03275
IRS990/PayrollTaxesGrp/TotalAmt09381
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0293
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03321
IRS990/PrincipalOfficerNm0LEONARD D FRESCOLN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0AWARDED SCHOLARSHIPS TO QUALIFYING STUDENTS TO ATTEND COLLEGES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023380
IRS990/ProgSrvcAccomActy2Grp/GrantAmt09500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0129033
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt035629
IRS990/PYInvestmentIncomeAmt06110
IRS990/PYOtherExpensesAmt040149
IRS990/PYOtherRevenueAmt072407
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1243
IRS990/PYSalariesCompEmpBnftPaidAmt0133015
IRS990/PYTotalExpensesAmt0208793
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0207550
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt015433
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0137720
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0143452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0129033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0154829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0163762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0117472
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0708548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05337
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029832
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01466728
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54640
IRS990ScheduleA/PublicSupportPY170Pct00.57350
IRS990ScheduleA/PublicSupportTotal170Amt0403481
IRS990ScheduleA/SubstantialContributorsTotAmt0305067
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0143452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0129033
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0154829
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0163762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0117472
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0708548
IRS990ScheduleA/TotalSupportAmt0738380
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/CYEndwmtFundGrp/BeginningYearBalanceAmt0257271
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0320240
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt062969
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0267615

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,282
Liabilities
$4,120
Net assets
$467,162
Revenue
$233,624
Expenses
$218,191
Net income
$15,433
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
2019Detailed filing. Detailed filing data is available for this year.$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