Civic Intelligence

St. Joseph-Benton Harbor Rotaryclub Foundation Inc.

990 • Fiscal year 2020 • EIN 38-2336366

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2020

Organization Profile
PO Box 143St Joseph, MI 49085

(269) 369-4650

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

65th percentile

14%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$1,200

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

18th percentile

-3.6%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

110%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,599,884

Down $59,556 (-3.6%) from 2019

Net Assets

Down

$1,599,884

Down $59,556 (-3.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin65th percentile

Revenue

Up

$79,404

Up $41,592 (+110%) from 2019

Expenses

Down

$68,446

Down $1,615 (-2.3%) from 2019

Net Income

Up

$10,958

Up $43,207 (+134%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2020

Assets$1,599,884
Liabilities$0
Net Assets$1,599,884
Open 2020 Filing

Operations Trend

Revenue Growth93rd 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

2020

Revenue$79,404
Expenses$68,446
Net Income$10,958
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2020
Return Version
2019v5.0
Gross Receipts
$598,286
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$1,641,246$1,579,375▼ $61,871
Cash and Non-Interest-Bearing Accounts$18,194$20,509▲ $2,315
Total Assets$1,659,440$1,599,884▼ $59,556
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,659,440$1,599,884▼ $59,556
Total Net Assets Fund Balance$1,659,440$1,599,884▼ $59,556
Total Liabilities and Net Assets / Fund Balance$1,659,440$1,599,884▼ $59,556
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tom WatsonTreasurerPT$1,200$1,200
William HealySecretaryPT$200$200

Board Members and Trustees

NameTitle
Rick VillaPresident
Charlotte WenhamDirector
Lisa Cripps-downeyDirector
Mike HuieDirector
Paul WestmaasDirector
Prudy Barrett-nelsonDirector
Reinhold SchroederDirector
Wendy EdwardsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$55,342
Program Service Revenue
$0
Investment Income
$24,062
Other Revenue
$0
All Other Contributions
$55,342
Change in Net Assets
$10,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,000
Other Expenses$8,046
Salaries, Compensation, and Employee Benefits$1,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,000--$59,000
Fees for Service Investment Mgmnt Fees-$7,930-$7,930
Other Salaries and Wages-$1,400-$1,400
Other Expenses-$37-$37
Total Functional Expenses$59,000$9,446$0$68,446
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mosaic CcdaBenton Harbor, MI501c3Operations$15,000
St Joseph-lincoln Senior Service CSt Joseph, MI501c3Operations$8,000
Berrien Cass Van Buren Workforce DeBenton Harbor, MI501c3Operations$7,850
Casa of Southwestern MiBenton Harbor, MI501c3Operations$7,350
Logan Community Resources IncSouth Bend, IN501c3Operations$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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, 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
2693694650
Address
PO BOX 143, ST JOSEPH, MI 49085

Signing Officer

Name
Tom Watson
Title
Treasurer
Phone
2693694650
Signed
2020-05-14

Organization Details

Principal Officer
Rick Villa
Formed
1981
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
0
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 AppendixShowing 400 of 401 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0PART VI SUPPLEMENTAL INFORMATION; PART II, LINE 17A: HOW THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES" TEST. PROGRAM FOR SOLICITATION OF FUNDS: 1.THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) ESTABLISHED THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) IN 1980 TO RAISE FUNDS FROM WHICH TO MAKE ANNUAL GRANTS TO NON-PROFIT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY THAT COMPRISES THE PRIMARY CLUB SERVICE AREA. 2.ALL NEW MEMBERS OF THE CLUB ARE SOLICITED TO CONTRIBUTE TO THE FOUNDATION. CLUB MEMBERS ARE NOT REQUIRED TO CONTRIBUTE TO THE FOUNDATION. 3.IN 2007 A MAJOR FUND RAISING PROGRAM WAS UNDERTAKEN FOR THE FOUNDATION IN CONJUNCTION WITH THE 90TH ANNIVERSARY OF THE CLUB. PLEDGES WERE RECEIVED FOR PAYMENT OVER FIVE (5) YEARS. 125 CLUB MEMBERS CONTRIBUTED 819,255 THROUGH 2016 TO THE 90TH ANNIVERSARY CAMPAIGN. 4.IN 2017 A NEW FUND RAISING CAMPAIGN WAS UNDERTAKEN BY THE CLUB FOR THE FOUNDATION IN CONJUNCTION WITH THE 100TH ANNIVERSARY OF THE CLUB. 73 MEMBERS HAVE PLEDGED 284,300 OVER FIVE (5) YEARS. THROUGH FISCAL YEAR 2017 END JUNE 30, 2018 62 MEMBERS HAVE CONTRIBUTED 73,819 TO THE 100TH ANNIVERSARY CAMPAIGN. GOVERNING BODY OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION): 1.THE BOARD OF DIRECTORS OF THE FOUNDATION INCLUDES THE THREE (3) MOST RECENT PAST-PRESIDENTS OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) AND SIX (6) CLUB MEMBERS-AT-LARGE ELECTED TO STAGGERED THREE (3) YEAR TERMS WITH ELIGIBILITY FOR TWO (2) CONSECUTIVE THREE (3) YEAR TERMS. MEMBERS-AT-LARGE MUST BE CONTRIBUTORS TO THE FOUNDATION. 2.MEMBERS OF THE CLUB ARE MEMBERS OF THE FOUNDATION. MEMBERS OF THE CLUB PAY ANNUAL DUES TO THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB THAT INCLUDES DUES PAYABLE TO ROTARY INTERNATIONAL AND THE ROTARY CLUB DISTRICT. ANNUAL ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) GRANTS: 1.THE FOUNDATION MAKES ANNUAL GRANTS TO NON-PROFIT AND GOVERNMENT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY. 2.THE MISSION STATEMENT OF THE FOUNDATION IS TO IMPROVE LIVES IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING PROJECTS THAT FOCUS ON: (1) IMPROVEMENT OF HEALTH; (2) SUPPORT OF EDUCATION; (3) ECONOMIC AND COMMUNITY DEVELOPMENT; AND (4) OTHER ROTARY INTERNATIONAL INITIATIVES THAT HAVE LOCAL IMPACT. 3.SINCE THE FIRST GRANT IN 1993 ANNUAL GRANTS BEGAN BEING MADE IN 1997. THROUGH 2017 THE FOUNDATION HAS MADE 100 GRANTS TOTALING 830,650. 4.A LISTING OF GRANTS MADE BY THE FOUNDATION FOLLOWS AS PAGES 8.2 - 8.4. YEAR/RECIPIENTS/GRANT AMOUNT: 2018 BERRIEN CASS VAN BUREN KINEXUS 7,500 BERRIEN COUNTY COUNCIL FOR CHILDREN 10,000 BOYS & GIRLS CLUB BENTON HARBOR 10,000 CORNERSTONE ALLIANCE 3,250 HILLSDALE (BERRIEN COUNTY) CASA 7,750 LOGAN COMMUNITY RESOURCES, INC 5,000 ST. JOSEPH-LINCOLN SENIOR CENTER 10,000 THE BARK ANGELS 2,500 YMCA OF SWMI 5,000 2018 TOTAL 61,000 2017 CITIZENS MEDIATION SERVICE 7,000 CURIOUS KIDS' MUSEUM 7,500 SARETT NATURE CENTER, INC. 9,500 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,800 SENIOR NUTRITION SERVICES REGION IV 8,000 SOUTHWEST MICHIGAN SOCCER CLUB, INC. 5,000 THE BARK ANGELS, INC. 5,000 WINNING INC. OF AMERICA 8,200 2017 TOTAL 58,000 2016 CORNERSTONE ALLIANCE 5,000 HOSPICE AT HOME, INC./LORY'S PLACE 10,000 LOGAN AUTISM LEARNING CENTER - SWMI 10,000 OVERFLOW CHRISTIAN COMMUNITY DEVELOPMENT ASSN 8,000 REGION IV AREA AGENCY ON AGING 5,000 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,000 SENIOR NUTRITION SERVICES REGION IV 7,000 UNITED WAY OF SOUTHWEST MICHIGAN 5,000 2016 TOTAL 57,000 2015 BOYS & GIRLS CLUBS OF BENTON HARBOR 5,000 THE CURIOUS KIDS' MUSEUM 14,000 DISABILITY NETWORK OF SW MI - BERRIEN/CASS 7,500 HOSPICE AT HOME, INC. 5,000 SARETT NATURE CENTER, INC. 5,800 SENIOR NUTRITION SERVICES REGION IV 7,000 THE SOUP KITCHEN, INC. 5,000 VOLUNTEER SOUTHWEST MICHIGAN, INC. 8,700 2015 TOTAL 58,000 2014 REGION IV AREA AGENCY ON AGING 6,500 B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PART VI SUPPLEMENTAL INFORMATION; PART II, LINE 17A: HOW THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES" TEST. PROGRAM FOR SOLICITATION OF FUNDS: 1.THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) ESTABLISHED THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) IN 1980 TO RAISE FUNDS FROM WHICH TO MAKE ANNUAL GRANTS TO NON-PROFIT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY THAT COMPRISES THE PRIMARY CLUB SERVICE AREA. 2.ALL NEW MEMBERS OF THE CLUB ARE SOLICITED TO CONTRIBUTE TO THE FOUNDATION. CLUB MEMBERS ARE NOT REQUIRED TO CONTRIBUTE TO THE FOUNDATION. 3.IN 2007 A MAJOR FUND RAISING PROGRAM WAS UNDERTAKEN FOR THE FOUNDATION IN CONJUNCTION WITH THE 90TH ANNIVERSARY OF THE CLUB. PLEDGES WERE RECEIVED FOR PAYMENT OVER FIVE (5) YEARS. 125 CLUB MEMBERS CONTRIBUTED 819,255 THROUGH 2016 TO THE 90TH ANNIVERSARY CAMPAIGN. 4.IN 2017 A NEW FUND RAISING CAMPAIGN WAS UNDERTAKEN BY THE CLUB FOR THE FOUNDATION IN CONJUNCTION WITH THE 100TH ANNIVERSARY OF THE CLUB. 73 MEMBERS HAVE PLEDGED 284,300 OVER FIVE (5) YEARS. THROUGH FISCAL YEAR 2017 END JUNE 30, 2018 62 MEMBERS HAVE CONTRIBUTED 73,819 TO THE 100TH ANNIVERSARY CAMPAIGN. GOVERNING BODY OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION): 1.THE BOARD OF DIRECTORS OF THE FOUNDATION INCLUDES THE THREE (3) MOST RECENT PAST-PRESIDENTS OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) AND SIX (6) CLUB MEMBERS-AT-LARGE ELECTED TO STAGGERED THREE (3) YEAR TERMS WITH ELIGIBILITY FOR TWO (2) CONSECUTIVE THREE (3) YEAR TERMS. MEMBERS-AT-LARGE MUST BE CONTRIBUTORS TO THE FOUNDATION. 2.MEMBERS OF THE CLUB ARE MEMBERS OF THE FOUNDATION. MEMBERS OF THE CLUB PAY ANNUAL DUES TO THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB THAT INCLUDES DUES PAYABLE TO ROTARY INTERNATIONAL AND THE ROTARY CLUB DISTRICT. ANNUAL ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) GRANTS: 1.THE FOUNDATION MAKES ANNUAL GRANTS TO NON-PROFIT AND GOVERNMENT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY. 2.THE MISSION STATEMENT OF THE FOUNDATION IS TO IMPROVE LIVES IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING PROJECTS THAT FOCUS ON: (1) IMPROVEMENT OF HEALTH; (2) SUPPORT OF EDUCATION; (3) ECONOMIC AND COMMUNITY DEVELOPMENT; AND (4) OTHER ROTARY INTERNATIONAL INITIATIVES THAT HAVE LOCAL IMPACT. 3.SINCE THE FIRST GRANT IN 1993 ANNUAL GRANTS BEGAN BEING MADE IN 1997. THROUGH 2017 THE FOUNDATION HAS MADE 100 GRANTS TOTALING 830,650. 4.A LISTING OF GRANTS MADE BY THE FOUNDATION FOLLOWS AS PAGES 8.2 - 8.4. YEAR/RECIPIENTS/GRANT AMOUNT: 2018 BERRIEN CASS VAN BUREN KINEXUS 7,500 BERRIEN COUNTY COUNCIL FOR CHILDREN 10,000 BOYS & GIRLS CLUB BENTON HARBOR 10,000 CORNERSTONE ALLIANCE 3,250 HILLSDALE (BERRIEN COUNTY) CASA 7,750 LOGAN COMMUNITY RESOURCES, INC 5,000 ST. JOSEPH-LINCOLN SENIOR CENTER 10,000 THE BARK ANGELS 2,500 YMCA OF SWMI 5,000 2018 TOTAL 61,000 2017 CITIZENS MEDIATION SERVICE 7,000 CURIOUS KIDS' MUSEUM 7,500 SARETT NATURE CENTER, INC. 9,500 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,800 SENIOR NUTRITION SERVICES REGION IV 8,000 SOUTHWEST MICHIGAN SOCCER CLUB, INC. 5,000 THE BARK ANGELS, INC. 5,000 WINNING INC. OF AMERICA 8,200 2017 TOTAL 58,000 2016 CORNERSTONE ALLIANCE 5,000 HOSPICE AT HOME, INC./LORY'S PLACE 10,000 LOGAN AUTISM LEARNING CENTER - SWMI 10,000 OVERFLOW CHRISTIAN COMMUNITY DEVELOPMENT ASSN 8,000 REGION IV AREA AGENCY ON AGING 5,000 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,000 SENIOR NUTRITION SERVICES REGION IV 7,000 UNITED WAY OF SOUTHWEST MICHIGAN 5,000 2016 TOTAL 57,000 2015 BOYS & GIRLS CLUBS OF BENTON HARBOR 5,000 THE CURIOUS KIDS' MUSEUM 14,000 DISABILITY NETWORK OF SW MI - BERRIEN/CASS 7,500 HOSPICE AT HOME, INC. 5,000 SARETT NATURE CENTER, INC. 5,800 SENIOR NUTRITION SERVICES REGION IV 7,000 THE SOUP KITCHEN, INC. 5,000 VOLUNTEER SOUTHWEST MICHIGAN, INC. 8,700 2015 TOTAL 58,000 2014 REGION IV AREA AGENCY ON AGING 6,500 B
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LOGAN COMMUNITY RESOURCES INC
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0BERRIEN CASS VAN BUREN WORKFORCE DE
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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
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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/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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03055 WEST JOHN BEERS ROAD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN ROSS
ReturnHeader/ReturnTs02021-05-15T09:30:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,599,884
Liabilities
$0
Net assets
$1,599,884
Revenue
$79,404
Expenses
$68,446
Net income
$10,958
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