Civic Intelligence

St. Joseph-Benton Harbor Rotaryclub Foundation Inc.

990 • Fiscal year 2014 • EIN 38-2336366

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 29, 2014

Organization Profile
PO Box 335St Joseph, MI 49085

(269) 428-7155

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

67th percentile

9.6%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

35th percentile

$1,200

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,548,880

Up $162,654 (+12%) from 2013

Net Assets

Up

$1,548,880

Up $162,654 (+12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin67th percentile

Revenue

Down

$76,582

Down $59,774 (-44%) from 2013

Expenses

Up

$69,215

Up $6,380 (+10%) from 2013

Net Income

Down

$7,367

Down $66,154 (-90%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,029,236Net Assets 2010: $1,029,2362010Assets 2011: $1,270,882Liabilities 2011: $0Net Assets 2011: $1,270,8822011Assets 2012: $1,292,995Liabilities 2012: $0Net Assets 2012: $1,292,9952012Assets 2013: $1,386,226Liabilities 2013: $0Net Assets 2013: $1,386,2262013Assets 2014: $1,548,880Liabilities 2014: $0Net Assets 2014: $1,548,8802014Assets 2015: $1,476,712Liabilities 2015: $0Net Assets 2015: $1,476,7122015Assets 2016: $1,445,466Liabilities 2016: $0Net Assets 2016: $1,445,4662016Assets 2017: $1,571,530Liabilities 2017: $0Net Assets 2017: $1,571,5302017Assets 2018: $1,687,364Liabilities 2018: $0Net Assets 2018: $1,687,3642018Assets 2019: $1,659,440Liabilities 2019: $0Net Assets 2019: $1,659,4402019Assets 2020: $1,599,884Liabilities 2020: $0Net Assets 2020: $1,599,8842020Assets 2021: $2,014,755Liabilities 2021: $0Net Assets 2021: $2,014,7552021Assets 2022: $1,735,750Liabilities 2022: $0Net Assets 2022: $1,735,7502022Assets 2023: $1,874,627Liabilities 2023: $0Net Assets 2023: $1,874,6272023Assets 2024: $2,147,802Liabilities 2024: $0Net Assets 2024: $2,147,8022024

Highlighted filing

2014

Assets$1,548,880
Liabilities$0
Net Assets$1,548,880
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $74,918Expenses 2010: $45,194Net Income 2010: $29,7242010Revenue 2011: $171,844Expenses 2011: $61,313Net Income 2011: $110,5312011Expenses 2012: $71,1532012Revenue 2013: $136,356Expenses 2013: $62,835Net Income 2013: $73,5212013Revenue 2014: $76,582Expenses 2014: $69,215Net Income 2014: $7,3672014Revenue 2015: $113,519Expenses 2015: $72,678Net Income 2015: $40,8412015Revenue 2016: $137,905Expenses 2016: $70,623Net Income 2016: $67,2822016Revenue 2017: $74,677Expenses 2017: $65,001Net Income 2017: $9,6762017Revenue 2018: $147,036Expenses 2018: $66,609Net Income 2018: $80,4272018Revenue 2019: $37,812Expenses 2019: $70,061Net Income 2019: -$32,2492019Revenue 2020: $79,404Expenses 2020: $68,446Net Income 2020: $10,9582020Revenue 2021: $234,109Expenses 2021: $74,192Net Income 2021: $159,9172021Revenue 2022: $74,235Expenses 2022: $76,635Net Income 2022: -$2,4002022Revenue 2023: $128,240Expenses 2023: $84,269Net Income 2023: $43,9712023Revenue 2024: $127,606Expenses 2024: $77,357Net Income 2024: $50,2492024

Highlighted filing

2014

Revenue$76,582
Expenses$69,215
Net Income$7,367
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 29, 2014
Return Version
2013v4.0
Gross Receipts
$717,130
Mission and Program Overview

Mission

The foundation is to improve the quality of life in the greater st. Joseph/benton harbor community by supporting 1) human development projects that promote health, education and self-development, and 2) community development projects that enhance the physical aspects of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,376,289$1,546,366▲ $170,077
Cash and Non-Interest-Bearing Accounts$9,937$2,514▼ $7,423
Total Assets$1,386,226$1,548,880▲ $162,654
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,386,226$1,548,880▲ $162,654
Total Net Assets Fund Balance$1,386,226$1,548,880▲ $162,654
Total Liabilities and Net Assets / Fund Balance$1,386,226$1,548,880▲ $162,654
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleBaseTotal
Stephen RossTreasurer$1,200$1,200
Robert JuddSecretary$400$400

Board Members and Trustees

NameTitle
William DowneyPresident
Barney WhittierDirector
Charles LasataDirector
Dale ParkDirector
David BurghartDirector
Dick WardDirector
Jackie HuieDirector
Mike HanleyDirector
Tom StarksDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$5,837
Program Service Revenue
$0
Investment Income
$70,745
Other Revenue
$0
All Other Contributions
$5,837
Change in Net Assets
$7,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$17,615
Salaries, Compensation, and Employee Benefits$1,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Service Investment Mgmnt Fees-$16,116-$16,116
Other Salaries and Wages-$1,600-$1,600
Fees for Services Accounting-$500-$500
Other Expenses-$66-$66
All Other Expenses-$55-$55
Total Functional Expenses$50,000$19,215$0$69,215
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
27-1050031-501c3-$10,000
38-2025227-501c3-$9,000
38-1791320-501c3-$9,000
38-2766803-501c3-$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 11B

“Form 990 was reviewed by the organization's secretary and treasurer.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request from the foundation secretary of the organization.”

Filing and Contact Details

Filer

EIN
38-2336366
Phone
2694287155

Signing Officer

Name
Stephen Ross
Title
Treasurer
Phone
2694287155
Signed
2014-12-29

Organization Details

Principal Officer
Bill Downey
Formed
1981
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Preparer
Stephen Ross
Phone
2694287155
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation is to improve the quality of life in the greater st. Joseph/benton harbor community by supporting 1) human development projects that promote health, education and self-development, and 2) community development projects that enhance the physical aspects of the community.”

Form 990, Part XI, Line 9

“Unrealized gain on securities 155,287”

Raw XML Appendix393 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.

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IRS990ScheduleI/RecipientTable/CashGrantAmt39000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10GATEWAY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11OVERFLOW CHRISTIAN COMMUNITY DEVELO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12SENIOR NUTRITION SERVICES REGION IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13THE HERITAGE MUSEUM AND CULTURAL CE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine20GATEWAY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine21OVERFLOW CHRISTIAN COMMUNITY DEVELO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine22SENIOR NUTRITION SERVICES REGION IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine23THE HERITAGE MUSEUM AND CULTURAL CE
IRS990ScheduleI/RecipientTable/RecipientEIN0382025227
IRS990ScheduleI/RecipientTable/RecipientEIN1271050031
IRS990ScheduleI/RecipientTable/RecipientEIN2382766803
IRS990ScheduleI/RecipientTable/RecipientEIN3381791320
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10201 SYLVESTER AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11510 WEST MAIN STREET PO BOX 1146
IRS990ScheduleI/RecipientTable/USAddress/AddressLine121708 COLFAX AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13601 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine20201 SYLVESTER AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine21510 WEST MAIN STREET PO BOX 1146
IRS990ScheduleI/RecipientTable/USAddress/AddressLine221708 COLFAX AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine23601 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/City0BERRIEN SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/City1BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/City2BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/City3ST JOSEPH
IRS990ScheduleI/RecipientTable/USAddress/State0MI
IRS990ScheduleI/RecipientTable/USAddress/State1MI
IRS990ScheduleI/RecipientTable/USAddress/State2MI
IRS990ScheduleI/RecipientTable/USAddress/State3MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode049103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode149022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode249022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode349085
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUIRES ALL GRANT RECIPIENTS TO COMPLETE A REPORT ON THE USAGE OF THE GRANT FUNDS AND RETURN IT TO THE ORGANIZATION FOR MONITORING. ANY FUNDS NOT USED WITHIN ONE YEAR OF THE GRANT ARE REQUIRED TO BE RETURNED TO THE ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt05
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING 1) HUMAN DEVELOPMENT PROJECTS THAT PROMOTE HEALTH, EDUCATION AND SELF-DEVELOPMENT, AND 2) COMMUNITY DEVELOPMENT PROJECTS THAT ENHANCE THE PHYSICAL ASPECTS OF THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED BY THE ORGANIZATION'S SECRETARY AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FROM THE FOUNDATION SECRETARY OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON SECURITIES 155,287
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01386226
IRS990/TotalAssetsEOYAmt01548880
IRS990/TotalAssetsGrp/BOYAmt01386226
IRS990/TotalAssetsGrp/EOYAmt01548880
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05837
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019215
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050000
IRS990/TotalFunctionalExpensesGrp/TotalAmt069215
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01386226
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01548880
IRS990/TotalProgramServiceExpensesAmt050000
IRS990/TotalReportableCompFromOrgAmt01600
IRS990/TotalRevenueGrp/ExclusionAmt031695
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039050
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076582
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01386226
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01548880
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01386226
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01548880
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102817 KNOTTINGHAM LANE
IRS990/USAddress/City0STEVENSVILLE
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode049127
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02694287155
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10ST JOSEPHBENTON HARBOR
ReturnHeader/Filer/BusinessName/BusinessNameLine20ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0382336366
ReturnHeader/Filer/PhoneNum02694287155
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 335
ReturnHeader/Filer/USAddress/City0ST JOSEPH
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049085
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264011529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEPHEN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103055 WEST JOHN BEERS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STEVENSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode049127
ReturnHeader/PreparerPersonGrp/PhoneNum02694287155
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN ROSS
ReturnHeader/ReturnTs02015-01-05T10:06:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,548,880
Liabilities
$0
Net assets
$1,548,880
Revenue
$76,582
Expenses
$69,215
Net income
$7,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.13$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.13$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.23$0.07$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.07$0.01
2019Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.15$0.07$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.07$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.14$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08$0.07$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.14$0.06$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.07
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.17$0.06$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.07$0.05$0.03