Civic Intelligence

St. Joseph-Benton Harbor Rotaryclub Foundation Inc.

990 • Fiscal year 2021 • EIN 38-2336366

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

74th percentile

26%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

195%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,014,755

Up $414,871 (+26%) from 2020

Net Assets

Up

$2,014,755

Up $414,871 (+26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

Up

$234,109

Up $154,705 (+195%) from 2020

Expenses

Up

$74,192

Up $5,746 (+8.4%) from 2020

Net Income

Up

$159,917

Up $148,959 (+1359%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2021

Assets$2,014,755
Liabilities$0
Net Assets$2,014,755
Open 2021 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

2021

Revenue$234,109
Expenses$74,192
Net Income$159,917
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$1,633,836
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$1,579,375$1,996,100▲ $416,725
Cash and Non-Interest-Bearing Accounts$20,509$18,655▼ $1,854
Total Assets$1,599,884$2,014,755▲ $414,871
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,599,884$2,014,755▲ $414,871
Total Net Assets Fund Balance$1,599,884$2,014,755▲ $414,871
Total Liabilities and Net Assets / Fund Balance$1,599,884$2,014,755▲ $414,871
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Rick VillaPresident
Charlotte WenhamDirector
Lisa Cripps-downeyDirector
Matt HanleyDirector
Prudy Barrett-nelsonDirector
Reinhold SchroederDirector
Wendy EdwardsDirector
William HealySecretary
Tom WatsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,949
Program Service Revenue
$0
Investment Income
$193,160
Other Revenue
$0
All Other Contributions
$40,949
Change in Net Assets
$159,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,000
Other Expenses$7,992
Salaries, Compensation, and Employee Benefits$1,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,000--$65,000
Fees for Service Investment Mgmnt Fees-$6,891-$6,891
Other Salaries and Wages-$1,200-$1,200
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$101-$101
Total Functional Expenses$65,000$9,192$0$74,192
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Joseph TodaySt Joseph, MI501c3Operations$11,000
Berrien Families Plus IncBaroda, MI501c3Operations$10,000
Boys and Girls Club of Benton HarboBenton Harbor, MI501c3Operations$10,000
Mosaic CcdaBenton Harbor, MI501c3Operations$10,000
Berrien County Historical SocietyBerrien Springs, MI501c3Operations$8,000
Feeding AmericaComstock Park, MI501c3Operations$7,750
Casa of Southwestern MiBenton Harbor, MI501c3Operations$6,250
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
2022-05-13

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.”

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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/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 2019 THE FOUNDATION HAS MADE OVER 100 GRANTS TOTALING 950,650. 4.A LISTING OF GRANTS MADE BY THE FOUNDATION FOLLOWS AS PAGES 8.2 - 8.4. YEAR/RECIPIENTS/GRANT AMOUNT: 2019 CASA OF SWMI 7,350 LOGAN COMMUNITY RESOURCES, INC 5,800 SENIOR NUTRITION SERV REG IV 8,000 BOY & GIRLS CLUB 5,000 MOSAIC CCDA 15,000 CHICKAMING OPEN LANDS 5,000 BERRIEN CASS VAN BUREN KINEXUS 7,850 2019 TOTAL 59,000 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
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2600 NATE WELLS SR DR
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERRIEN SPRINGS
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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.
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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
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,014,755
Liabilities
$0
Net assets
$2,014,755
Revenue
$234,109
Expenses
$74,192
Net income
$159,917
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