Liabilities / Assets
45th percentile
Higher debt load relative to assets than 45% of similar nonprofits.
990 • Fiscal year 2023 • EIN 38-2051672
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
45th percentile
Higher debt load relative to assets than 45% of similar nonprofits.
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
24th percentile
Higher top officer pay than 24% of similar nonprofits.
Top officer pay equals 6.7% of source-year revenue.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
9th percentile
Faster revenue growth than 9% of similar nonprofits.
Assets
Up$5,031,919
Up $496,851 (+11%) from 2022
Net Assets
Up$4,555,433
Up $449,477 (+11%) from 2022
Liabilities
Up$476,486
Up $47,374 (+11%) from 2022
Revenue
Down$375,227
Down $248,594 (-40%) from 2022
Expenses
Down$216,726
Down $218,396 (-50%) from 2022
Net Income
Down$158,501
Down $30,198 (-16%) from 2022
The foundation's purpose is to receive and accept contributions to be administered exclusively for charitable purposes, primarily in and for the benefit of residents of st. Joseph county and the southwest michigan area.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $4,315,639 | $4,938,866 | ▲ $623,227 |
| Cash and Non-Interest-Bearing Accounts | $179,759 | $46,280 | ▼ $133,479 |
| Prepaid Expenses and Deferred Charges | $2,378 | $2,378 | → $0 |
| Total Assets | $4,535,068 | $5,031,919 | ▲ $496,851 |
| Other Assets Total | $37,292 | $44,395 | ▲ $7,103 |
| Liabilities | |||
| Other Liabilities | $423,166 | $470,540 | ▲ $47,374 |
| Accounts Payable and Accrued Expenses | $5,946 | $5,946 | → $0 |
| Total Liabilities | $429,112 | $476,486 | ▲ $47,374 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $4,105,956 | $4,555,433 | ▲ $449,477 |
| Total Net Assets Fund Balance | $4,105,956 | $4,555,433 | ▲ $449,477 |
| Total Liabilities and Net Assets / Fund Balance | $4,535,068 | $5,031,919 | ▲ $496,851 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2023 | $2,640,652 | $4,625 | ▲ $363,293 | - | $2,914,417 |
| 2022 | $3,048,678 | $111,303 | ▼ $424,489 | - | $2,640,652 |
| 2021 | $2,883,267 | $6,941 | ▲ $296,845 | - | $3,048,678 |
| 2020 | $2,664,102 | $113,389 | ▲ $276,126 | - | $2,883,267 |
| 2019 | $2,354,589 | $31,910 | ▲ $396,124 | - | $2,664,102 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Melissa Bliss | Executive Director | PT | $25,000 | $25,000 |
| Name | Title |
|---|---|
| Christy Trammell | President |
| Ron Buckhold | Vice President |
| Alison Ertman | Director |
| Curt Penny | Director |
| Kelsey Mcclish | Director |
| Larry Daugherty | Director |
| Emily Daniels | Secretary |
| Steven Scott | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $101,181 |
| Grants and Similar Amounts Paid | $90,545 |
| Salaries, Compensation, and Employee Benefits | $25,000 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $54,045 | - | - | $54,045 |
| Fees for Services Management | $48,087 | - | - | $48,087 |
| Grants to Domestic Individuals | $36,500 | - | - | $36,500 |
| Current Officers, Directors, Trustees, and Key Employees | - | $25,000 | - | $25,000 |
| Fees for Service Investment Mgmnt Fees | $21,441 | - | - | $21,441 |
| Fees for Services Accounting | - | $17,650 | - | $17,650 |
| Office Expenses | - | $4,537 | - | $4,537 |
| Advertising | - | $3,989 | - | $3,989 |
| Insurance | - | $1,522 | - | $1,522 |
| Other Expenses | - | $35 | - | $35 |
| Total Functional Expenses | $160,073 | $56,653 | $0 | $216,726 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $216,726 |
| Total Expenses per Audited Statements | $216,726 |
| Total Expenses per Form 990 | $216,726 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| River Country Sports Commission | Three Rivers, MI | 501(c)(3) | General Program | $14,000 |
| Three Rivers Area Chamber of Commerce | Three Rivers, MI | 501(c)(6) | General Program | $10,000 |
| Three Rivers Rotary | Three Rivers, MI | 501(c)(3) | General Program | $7,800 |
| University of Michigan Ann Arbor | Ann Arbor, MI | 501(c)(3) | General Program | $6,750 |
| Western Michigan University | Kalamazoo, MI | 501(c)(3) | General Program | $6,000 |
| Kalamazoo Valley Community College | Kalamazoo, MI | 501(c)(3) | General Program | $5,500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Agency Funds | $470,540 |
“Board members are individuals active in either three rivers' businesses and/or community affairs. The board has one person who seeks nominations from the community of potential board trustees. These nominations are then brought to a vote by the entire board. 51% majority of the board must approve any new member.”
“The board member signing form 990 reviews it prior to signing and mailing the form”
“The conflict of interest policy is reviewed periodically and documented in the minutes for the meeting in which they were reviewed and signed by board members”
“Once a year, board members are required to disclose in writing any interest, affiliations or membership which might give rise to a conflict of interest, including, but not limited to all local business interests, religious affiliations, and memberships in local organizations. No trustee shall vote on any matter or participate in any discussion of any matter under consideration at any foundation meeting, in which such member has a possible conflict of interest. The foundation operates in a small community, board members are cognizant of each other's involvement in outside activities and self regulates itself.”
“The foundation has adopted the provisions of fasb asc 740-10, "accounting for uncertain tax positions". The foundation continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law, and new authoritative rulings. Management does not expect the interpretation will have a material impact (if any) on its results from operations or financial position.”
“The foundation has no uncertain tax positions and that has been disclosed in the financial statements.”
“The funds have been established to benefit the residents of the community. The majority are scholarships funds.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5946 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 5946 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE FOUNDATION'S PURPOSE IS TO RECEIVE AND ACCEPT CONTRIBUTIONS TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARILY IN AND FOR THE BENEFIT OF RESIDENTS OF ST. JOSEPH COUNTY AND THE SOUTHWEST MICHIGAN AREA. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 3989 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 3989 |
| IRS990/AllOtherContributionsAmt | 0 | 55331 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MELISSA BLISS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2697183741 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 15684 SHADY LN |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | THREE RIVERS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 49093 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 179759 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 46280 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 25000 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 25000 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 55331 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 90545 |
| IRS990/CYInvestmentIncomeAmt | 0 | 266414 |
| IRS990/CYOtherExpensesAmt | 0 | 101181 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 53482 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 158501 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 25000 |
| IRS990/CYTotalExpensesAmt | 0 | 216726 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 375227 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | MULTIPLE SCHOLARSHIPS AND GRANTS WERE AWARDED TO STUDENTS AND ORGANIZATIONS IN ST. JOSPEH COUNTY AND THE SOUTHWEST MICHIGAN REGION DURING THE FISCAL YEAR. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 160073 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 17650 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 17650 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 48087 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 48087 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 21441 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 21441 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MELISSA BLISS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CHRISTY TRAMMELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | RON BUCKHOLD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | STEVEN SCOTT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | EMILY DANIELS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | LARRY DAUGHERTY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | KELSEY MCCLISH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CURT PENNY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ALISON ERTMAN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 25000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1974 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 64454 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantAmt | 0 | 90545 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 36500 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 36500 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 54045 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 54045 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 767228 |
| IRS990/GrossReceiptsAmt | 0 | 1078001 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1522 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1522 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 201960 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 201960 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4315639 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4938866 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MI |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 702774 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE FOUNDATION'S PURPOSE IS TO RECEIVE AND ACCEPT CONTRIBUTIONS TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARILY IN AND FOR THE BENEFIT OF RESIDENTS OF ST. JOSEPH COUNTY AND THE SOUTHWEST MICHIGAN AREA. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4105956 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 4555433 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 64454 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 64454 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 290976 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 4105956 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 4555433 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 4537 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 4537 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 37292 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 44395 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | DUES AND SUBSCRIPTION |
| IRS990/OtherExpensesGrp/Desc | 1 | MISCELLANEOUS EXPENSES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3920 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 35 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 3920 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 35 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 423166 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 470540 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 2378 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 2378 |
| IRS990/PrincipalOfficerNm | 0 | CHRISTY TRAMMELL |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 561000 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ADMIN FEE REVENUE |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 53482 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 53482 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 376613 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 310273 |
| IRS990/PYInvestmentIncomeAmt | 0 | 193913 |
| IRS990/PYOtherExpensesAmt | 0 | 101932 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 53295 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 188699 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 22917 |
| IRS990/PYTotalExpensesAmt | 0 | 435122 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 623821 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 158501 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 319896 |
| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 55331 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 376613 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 127513 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 201665 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 82420 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 843542 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 201960 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 201396 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 270765 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 139340 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 166294 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 979755 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.39300 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.33210 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 716474 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 127068 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 55331 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 376613 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 127513 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 201665 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 82420 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 843542 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 1823297 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 48103 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2640652 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 4625 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 2914417 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 46050 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 363293 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 48040 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 3048678 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 111303 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2640652 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 46800 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -424489 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 83525 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2883267 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 6941 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 3048678 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 54850 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 296845 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 46296 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2664102 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 113389 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2883267 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 124054 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 276126 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 45721 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2354589 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 31910 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2664102 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 72800 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 396124 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 216726 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 290976 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 470540 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | AGENCY FUNDS |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 290976 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 375227 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10, "ACCOUNTING FOR UNCERTAIN TAX POSITIONS". THE FOUNDATION CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. MANAGEMENT DOES NOT EXPECT THE INTERPRETATION WILL HAVE A MATERIAL IMPACT (IF ANY) ON ITS RESULTS FROM OPERATIONS OR FINANCIAL POSITION. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AND THAT HAS BEEN DISCLOSED IN THE FINANCIAL STATEMENTS. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | THE FUNDS HAVE BEEN ESTABLISHED TO BENEFIT THE RESIDENTS OF THE COMMUNITY. THE MAJORITY ARE SCHOLARSHIPS FUNDS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART X, LINE 2 : |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART V, LINE 4 : |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 216726 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 470540 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 375227 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 666203 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 216726 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 36500 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | SCHOLARSHIPS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 25 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 5500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 14000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 7800 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 6750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 6000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501(C)(6) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 4 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 5 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 1 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 2 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 3 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 4 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 5 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | GENERAL PROGRAM |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | GENERAL PROGRAM |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | GENERAL PROGRAM |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | GENERAL PROGRAM |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | GENERAL PROGRAM |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 5 | GENERAL PROGRAM |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | KALAMAZOO VALLEY COMMUNITY COLLEGE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | RIVER COUNTRY SPORTS COMMISSION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | THREE RIVERS AREA CHAMBER OF COMMERCE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | THREE RIVERS ROTARY |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | UNIVERSITY OF MICHIGAN ANN ARBOR |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 5 | WESTERN MICHIGAN UNIVERSITY |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 382307720 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 831138929 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 2 | 381256372 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 3 | 386091791 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 4 | 386006309 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 5 | 386007327 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 6767 W O AVE |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 1607 N MAIN ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 2 | 1116 N MAIN ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 3 | PO BOX 245 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 4 | 500 S STATE STREET |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 5 | 1903 W MICHIGAN AVE |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | KALAMAZOO |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | THREE RIVERS |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 2 | THREE RIVERS |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 3 | THREE RIVERS |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 4 | ANN ARBOR |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 5 | KALAMAZOO |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | MI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 2 | MI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 3 | MI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 4 | MI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 5 | MI |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 49009 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 49093 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.