Civic Intelligence

St. Joseph-Benton Harbor Rotaryclub Foundation Inc.

990 • Fiscal year 2016 • EIN 38-2336366

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 18, 2017

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

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

34th percentile

-2.1%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,445,466

Down $31,246 (-2.1%) from 2015

Net Assets

Down

$1,445,466

Down $31,246 (-2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$137,905

Up $24,386 (+21%) from 2015

Expenses

Down

$70,623

Down $2,055 (-2.8%) from 2015

Net Income

Up

$67,282

Up $26,441 (+65%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$1,445,466
Liabilities$0
Net Assets$1,445,466

Operations Trend

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

2016

Revenue$137,905
Expenses$70,623
Net Income$67,282
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 18, 2017
Return Version
2015v3.0
Gross Receipts
$1,983,898
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$1,473,054$1,443,269▼ $29,785
Cash and Non-Interest-Bearing Accounts$3,658$2,197▼ $1,461
Total Assets$1,476,712$1,445,466▼ $31,246
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,476,712$1,445,466▼ $31,246
Total Net Assets Fund Balance$1,476,712$1,445,466▼ $31,246
Total Liabilities and Net Assets / Fund Balance$1,476,712$1,445,466▼ $31,246
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jackie HuiePresident
Barney WhittierDirector
Dale ParkDirector
David BurghartDirector
Dick WardDirector
Gary BruceDirector
Maria KiblerDirector
Mike HanleyDirector
Tom StarksDirector
Robert JuddSecretary
Stephen RossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,855
Program Service Revenue
$0
Investment Income
$135,050
Other Revenue
$0
All Other Contributions
$2,855
Change in Net Assets
$67,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,000
Other Expenses$11,023
Salaries, Compensation, and Employee Benefits$1,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$58,000--$58,000
Fees for Service Investment Mgmnt Fees-$10,236-$10,236
Other Salaries and Wages-$1,600-$1,600
Fees for Services Accounting-$500-$500
Other Expenses-$31-$31
Total Functional Expenses$58,000$12,623$0$70,623
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Curious Kids MuseumSt Joseph, MI501c3Outreach Program$14,000
Volunteer Southwest MichiganBenton Harbor, MI501c3Casa of Berrien Coun$8,700
Disability Network Southwest MichigSt Joseph, MI501c3Ramp Up$7,500
Senior Nutrition Services Region IvBenton Harbor, MI501c3No Senior Hungry$7,000
Sarett Nature Center IncBenton Harbor, MI501c3Life Preservers$5,800
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
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

Discussed at annual meeting. No conflicts existed.

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
2017-01-18

Organization Details

Principal Officer
Jackie Huie
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
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.

Raw XML Appendix400 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt02855
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEPHEN ROSS & COMPANY PC
IRS990/BooksInCareOfDetail/PhoneNum02694287155
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03055 WEST JOHN BEERS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0STEVENSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049127
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03658
IRS990/CashNonInterestBearingGrp/EOYAmt02197
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02855
IRS990/CYGrantsAndSimilarPaidAmt058000
IRS990/CYInvestmentIncomeAmt0135050
IRS990/CYOtherExpensesAmt011023
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt067282
IRS990/CYSalariesCompEmpBnftPaidAmt01600
IRS990/CYTotalExpensesAmt070623
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0137905
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDED FUNDING TO LOCAL CHARITABLE ORGANIZATIONS IN THE ST. JOSEPH-BENTON HARBOR COMMUNITY THAT ARE WORKING ON COMMUNITY DEVELOPMENT PROJECTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt058000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0500
IRS990/FeesForServicesAccountingGrp/TotalAmt0500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010236
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010236
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
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/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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0BARNEY WHITTIER
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE HANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2GARY BRUCE
IRS990/Form990PartVIISectionAGrp/PersonNm3DICK WARD
IRS990/Form990PartVIISectionAGrp/PersonNm4DALE PARK
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID BURGHART
IRS990/Form990PartVIISectionAGrp/PersonNm6JACKIE HUIE
IRS990/Form990PartVIISectionAGrp/PersonNm7MARIA KIBLER
IRS990/Form990PartVIISectionAGrp/PersonNm8TOM STARKS
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT JUDD
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHEN ROSS
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/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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt063201
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt058000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt058000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt058000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01909194
IRS990/GrossReceiptsAmt01983898
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt071849
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt071849
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01473054
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01443269
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01845993
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01476712
IRS990/NetAssetsOrFundBalancesEOYAmt01445466
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt063201
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt063201
IRS990/NetUnrlzdGainsLossesInvstAmt0-98528
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MISC.
IRS990/OtherExpensesGrp/Desc1GRANTEE LUNCHEON
IRS990/OtherExpensesGrp/Desc2FOREIGN TAX EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0179
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt177
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt231
IRS990/OtherExpensesGrp/TotalAmt0179
IRS990/OtherExpensesGrp/TotalAmt177
IRS990/OtherExpensesGrp/TotalAmt231
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01600
IRS990/OtherSalariesAndWagesGrp/TotalAmt01600
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JACKIE HUIE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03608
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt055000
IRS990/PYInvestmentIncomeAmt0109911
IRS990/PYOtherExpensesAmt016178
IRS990/PYRevenuesLessExpensesAmt040841
IRS990/PYSalariesCompEmpBnftPaidAmt01500
IRS990/PYTotalExpensesAmt072678
IRS990/PYTotalRevenueAmt0113519
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt067282
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt085034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0118679
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt071849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt043470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt032291
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029047
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0208352
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36290
IRS990ScheduleA/PublicSupportPY170Pct00.54560
IRS990ScheduleA/PublicSupportTotal170Amt0118679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05837
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021345
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085034
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0118679
IRS990ScheduleA/TotalSupportAmt0327031
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt014000
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt25800
IRS990ScheduleI/RecipientTable/CashGrantAmt37000
IRS990ScheduleI/RecipientTable/CashGrantAmt48700
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OUTREACH PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RAMP UP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LIFE PRESERVERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3NO SENIOR HUNGRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CASA OF BERRIEN COUN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE CURIOUS KIDS MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DISABILITY NETWORK SOUTHWEST MICHIG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SARETT NATURE CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SENIOR NUTRITION SERVICES REGION IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4VOLUNTEER SOUTHWEST MICHIGAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0THE CURIOUS KIDS MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1DISABILITY NETWORK SOUTHWEST MICHIG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt2SARETT NATURE CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt3SENIOR NUTRITION SERVICES REGION IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt4VOLUNTEER SOUTHWEST MICHIGAN
IRS990ScheduleI/RecipientTable/RecipientEIN0382816471
IRS990ScheduleI/RecipientTable/RecipientEIN1382351028
IRS990ScheduleI/RecipientTable/RecipientEIN2383058912
IRS990ScheduleI/RecipientTable/RecipientEIN3382766803
IRS990ScheduleI/RecipientTable/RecipientEIN4382286827
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0415 LAKE BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12900 LAKEVIEW AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22300 BENTON CENTER ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31708 COLFAX AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4120 WATER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0415 LAKE BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt12900 LAKEVIEW AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt22300 BENTON CENTER ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt31708 COLFAX AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt4120 WATER ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ST JOSEPH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ST JOSEPH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049085
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd149085
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd249022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd349022
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/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/ExplanationTxt2DISCUSSED AT ANNUAL MEETING. NO CONFLICTS EXISTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FROM THE FOUNDATION SECRETARY OF THE ORGANIZATION.
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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01476712
IRS990/TotalAssetsEOYAmt01445466
IRS990/TotalAssetsGrp/BOYAmt01476712
IRS990/TotalAssetsGrp/EOYAmt01445466
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02855
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012623
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058000
IRS990/TotalFunctionalExpensesGrp/TotalAmt070623
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01476712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01445466
IRS990/TotalProgramServiceExpensesAmt058000
IRS990/TotalRevenueGrp/ExclusionAmt071849
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063201
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137905
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01476712
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01445466
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01476712
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01445466
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02001 DICKENSON ROAD
IRS990/USAddress/CityNm0ST JOSEPH
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049085
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02694287155
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-18
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/PhoneNum02694287155
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN ROSS
ReturnHeader/ReturnTs02017-01-23T14:48:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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