Civic Intelligence

St. Joseph-Benton Harbor Rotaryclub Foundation Inc.

990 • Fiscal year 2015 • EIN 38-2336366

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

88th percentile

36%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

24th percentile

-4.7%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

48%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,476,712

Down $72,168 (-4.7%) from 2014

Net Assets

Down

$1,476,712

Down $72,168 (-4.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin88th percentile

Revenue

Up

$113,519

Up $36,937 (+48%) from 2014

Expenses

Up

$72,678

Up $3,463 (+5.0%) from 2014

Net Income

Up

$40,841

Up $33,474 (+454%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2015

Assets$1,476,712
Liabilities$0
Net Assets$1,476,712
Open 2015 Filing

Operations Trend

Revenue Growth88th 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

2015

Revenue$113,519
Expenses$72,678
Net Income$40,841
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$1,090,254
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$1,546,366$1,473,054▼ $73,312
Cash and Non-Interest-Bearing Accounts$2,514$3,658▲ $1,144
Total Assets$1,548,880$1,476,712▼ $72,168
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,548,880$1,476,712▼ $72,168
Total Net Assets Fund Balance$1,548,880$1,476,712▼ $72,168
Total Liabilities and Net Assets / Fund Balance$1,548,880$1,476,712▼ $72,168
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Charles LasataPresident
Barney WhittierDirector
Dale ParkDirector
David BurghartDirector
Dick WardDirector
Gary BruceDirector
Jackie HuieDirector
Mike HanleyDirector
Tom StarksDirector
Robert JuddSecretary
Stephen RossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,608
Program Service Revenue
$0
Investment Income
$109,911
Other Revenue
$0
All Other Contributions
$3,608
Change in Net Assets
$40,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,000
Other Expenses$16,178
Salaries, Compensation, and Employee Benefits$1,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,000--$55,000
Fees for Service Investment Mgmnt Fees-$15,040-$15,040
Other Salaries and Wages-$1,500-$1,500
Fees for Services Accounting-$500-$500
Other Expenses-$60-$60
All Other Expenses-$25-$25
Total Functional Expenses$55,000$17,678$0$72,678
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Benton Harbor YmcaSt Joseph, MIGov-$10,000
City of St JosephSt Joseph, MI501c3-$10,000
Senior Nutrition Services Region IvBenton Harbor, MI501c3-$7,000
Region Iv Area Agency on AgingSt Joseph, MI501c3-$6,500
Winning Inc of AmericaBenton Harbor, MI--$6,500
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

Filer Name
St Josephbenton Harbor
EIN
38-2336366
Phone
2694287155
Address
PO BOX 335, ST JOSEPH, MI 49085

Signing Officer

Name
Stephen Ross
Title
Treasurer
Phone
2694287155
Signed
2015-11-13

Organization Details

Principal Officer
Charles Lasata
Formed
1981
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Stephen Ross & Company Pc
Address
3055 WEST JOHN BEERS ROAD, STEVENSVILLE, MI 49127
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.”

Raw XML Appendix395 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/CashGrantAmt16500
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt46500
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SENIOR NUTRITION SERVICES REGION IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1REGION IV AREA AGENCY ON AGING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BENTON HARBOR YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CITY OF ST JOSEPH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4WINNING INC OF AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0SENIOR NUTRITION SERVICES REGION IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1REGION IV AREA AGENCY ON AGING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt2BENTON HARBOR YMCA
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt4WINNING INC OF AMERICA
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IRS990ScheduleI/RecipientTable/RecipientEIN1382332594
IRS990ScheduleI/RecipientTable/RecipientEIN2381358054
IRS990ScheduleI/RecipientTable/RecipientEIN3386004649
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01708 COLFAX AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12900 LAKEVIEW AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23665 HOLLYWOOD RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3700 BROAD STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41239 GOLF ROAD
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt3700 BROAD STREET
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ST JOSEPH
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MI
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd249085
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd349085
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd449022
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/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd0false
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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/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt01548880
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0777 BIASTOCK ROAD
IRS990/USAddress/CityNm0BENTON HARBOR
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02694287155
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPHBENTON HARBOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0382336366
ReturnHeader/Filer/PhoneNum02694287155
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 335
ReturnHeader/Filer/USAddress/CityNm0ST JOSEPH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049085
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264011529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03055 WEST JOHN BEERS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STEVENSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049127
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/ReturnTs02015-11-13T10:10:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,476,712
Liabilities
$0
Net assets
$1,476,712
Revenue
$113,519
Expenses
$72,678
Net income
$40,841
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