Civic Intelligence

St. Joseph-Benton Harbor Rotaryclub Foundation Inc.

990 • Fiscal year 2023 • EIN 38-2336366

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$1,200

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

59th percentile

8.0%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

73%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,874,627

Up $138,877 (+8.0%) from 2022

Net Assets

Up

$1,874,627

Up $138,877 (+8.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$128,240

Up $54,005 (+73%) from 2022

Expenses

Up

$84,269

Up $7,634 (+10.0%) from 2022

Net Income

Up

$43,971

Up $46,371 (+1932%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2023

Assets$1,874,627
Liabilities$0
Net Assets$1,874,627
Open 2023 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

2023

Revenue$128,240
Expenses$84,269
Net Income$43,971
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$704,535
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$1,716,924$1,868,794▲ $151,870
Cash and Non-Interest-Bearing Accounts$18,826$5,833▼ $12,993
Total Assets$1,735,750$1,874,627▲ $138,877
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,735,750$1,874,627▲ $138,877
Total Net Assets Fund Balance$1,735,750$1,874,627▲ $138,877
Total Liabilities and Net Assets / Fund Balance$1,735,750$1,874,627▲ $138,877
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Tom WatsonTreasurer$1,200$1,200

Board Members and Trustees

NameTitle
Matt HanleyPresident
Charlotte WenhamDirector
Dale ParkDirector
Lisa Cripps-downeyDirector
Michael HuieDirector
Prudy Barrett-nelsonDirector
Reinhold SchroederDirector
Paul WestmaasSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$15,364
Program Service Revenue
$0
Investment Income
$112,876
Other Revenue
$0
All Other Contributions
$15,364
Change in Net Assets
$43,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,000
Other Expenses$6,669
Salaries, Compensation, and Employee Benefits$1,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,000--$76,000
Fees for Service Investment Mgmnt Fees-$5,496-$5,496
Other Salaries and Wages-$1,600-$1,600
Fees for Services Accounting-$890-$890
Other Expenses-$20-$20
Total Functional Expenses$76,000$8,269$0$84,269
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New Heights Christian CommSt Joseph, MI501c3Operations$12,000
Benton Harbor Public LibraryBenton Harbor, MI501c3Operations$10,000
Mosaic Christian Community AssocBenton Harbor, MI501c3Operations$10,000
The Avenue Family Network IncBenton Harbor, MI501c3Operations$10,000
The Center for Growth and IndependeBenton Harbor, MI501c3Operations$10,000
Community Healing CentersKalamazoo, MI501c3Operations$8,000
Feeding America West MichiganBenton Harbor, MI501c3Operations$8,000
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
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
2024-05-15

Organization Details

Principal Officer
Tom Watson
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 421 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/AllOtherContributionsAmt015364
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0THOMAS WATSON
IRS990/BooksInCareOfDetail/PhoneNum02693694650
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06180 DREAMCATCHER RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0STEVENSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049127
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt018826
IRS990/CashNonInterestBearingGrp/EOYAmt05833
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt015364
IRS990/CYGrantsAndSimilarPaidAmt076000
IRS990/CYInvestmentIncomeAmt0112876
IRS990/CYOtherExpensesAmt06669
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt043971
IRS990/CYSalariesCompEmpBnftPaidAmt01600
IRS990/CYTotalExpensesAmt084269
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0128240
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/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt076000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0890
IRS990/FeesForServicesAccountingGrp/TotalAmt0890
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05496
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05496
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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/PersonNm0TOM WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm1PRUDY BARRETT-NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA CRIPPS-DOWNEY
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL HUIE
IRS990/Form990PartVIISectionAGrp/PersonNm4DALE PARK
IRS990/Form990PartVIISectionAGrp/PersonNm5REINHOLD SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLOTTE WENHAM
IRS990/Form990PartVIISectionAGrp/PersonNm7MATT HANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL WESTMAAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01200
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/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/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt067394
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt076000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt076000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt076000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0643689
IRS990/GrossReceiptsAmt0704535
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt045482
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045482
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01716924
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01868794
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0576295
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/NetAssetsOrFundBalancesBOYAmt01735750
IRS990/NetAssetsOrFundBalancesEOYAmt01874627
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt067394
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt067394
IRS990/NetUnrlzdGainsLossesInvstAmt094906
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01735750
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01874627
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0263
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120
IRS990/OtherExpensesGrp/TotalAmt0263
IRS990/OtherExpensesGrp/TotalAmt120
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01600
IRS990/OtherSalariesAndWagesGrp/TotalAmt01600
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TOM WATSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020016
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt068000
IRS990/PYInvestmentIncomeAmt054219
IRS990/PYOtherExpensesAmt07435
IRS990/PYRevenuesLessExpensesAmt0-2400
IRS990/PYSalariesCompEmpBnftPaidAmt01200
IRS990/PYTotalExpensesAmt076635
IRS990/PYTotalRevenueAmt074235
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt043971
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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 2022 THE FOUNDATION HAS MADE OVER 100 GRANTS TOTALING 1,083,650. 4.A LISTING OF GRANTS MADE BY THE FOUNDATION FOLLOWS AS PAGES 8.2 - 8.10. YEAR/RECIPIENTS/GRANT AMOUNT: 2021 BENTON HARBOR PUBLIC SAFETY 11,685 AFRICAN AMERICAN HISTORY AND LITERATURE GALLERY 10,000 NEW HEIGHTS CHRISTIAN COMM DEVELOPMENT ASSOC 10,000 SUMMIT FINANCIAL WELLNESS 10,000 CAROL'S HOPE 8,065 FEEDING AMERICAN, WEST MICHIGAN 7,750 MEALS ON WHEELS (SENIOR NUTRITION) 8,000 BERRIEN COUNTY COUNCIL FOR CHILDREN 2,500 2021 TOTAL 68,000 2020 BERRIEN COUNTY HISTORICAL ASSOCIATION 8,000 BERRIEN FAMILIES PLUS 10,000 BOYS & GIRLS CLUB BENTON HARBOR 10,000 CASA OF SOUTHWEST MICHIGAN 6,250 FEEDING AMERICA WEST MICHIGAN 7,750 MOSAIC CCDA 10,000 ST. JOSEPH TODAY 11,000 SBC BENEVOLENT MINISTRIES 2,000 2020 TOTAL 65,000 2019 CASA OF SWMI 7,350 BERRIEN COUNTY COUNCIL FOR CHILDREN 5,800 LOGAN COMMUNITY RESOURCES, INC 5,000 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
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 2022 THE FOUNDATION HAS MADE OVER 100 GRANTS TOTALING 1,083,650. 4.A LISTING OF GRANTS MADE BY THE FOUNDATION FOLLOWS AS PAGES 8.2 - 8.10. YEAR/RECIPIENTS/GRANT AMOUNT: 2021 BENTON HARBOR PUBLIC SAFETY 11,685 AFRICAN AMERICAN HISTORY AND LITERATURE GALLERY 10,000 NEW HEIGHTS CHRISTIAN COMM DEVELOPMENT ASSOC 10,000 SUMMIT FINANCIAL WELLNESS 10,000 CAROL'S HOPE 8,065 FEEDING AMERICAN, WEST MICHIGAN 7,750 MEALS ON WHEELS (SENIOR NUTRITION) 8,000 BERRIEN COUNTY COUNCIL FOR CHILDREN 2,500 2021 TOTAL 68,000 2020 BERRIEN COUNTY HISTORICAL ASSOCIATION 8,000 BERRIEN FAMILIES PLUS 10,000 BOYS & GIRLS CLUB BENTON HARBOR 10,000 CASA OF SOUTHWEST MICHIGAN 6,250 FEEDING AMERICA WEST MICHIGAN 7,750 MOSAIC CCDA 10,000 ST. JOSEPH TODAY 11,000 SBC BENEVOLENT MINISTRIES 2,000 2020 TOTAL 65,000 2019 CASA OF SWMI 7,350 BERRIEN COUNTY COUNCIL FOR CHILDREN 5,800 LOGAN COMMUNITY RESOURCES, INC 5,000 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0147961
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045482
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt037526
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt042035
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0214417
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.22570
IRS990ScheduleA/PublicSupportPY170Pct00.32640
IRS990ScheduleA/PublicSupportTotal170Amt081776
IRS990ScheduleA/SubstantialContributorsTotAmt066185
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040949
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016290
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0147961
IRS990ScheduleA/TotalSupportAmt0362378
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt112000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt48000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt68000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE AVENUE FAMILY NETWORK INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NEW HEIGHTS CHRISTIAN COMM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BENTON HARBOR PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE CENTER FOR GROWTH AND INDEPENDE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FEEDING AMERICA WEST MICHIGAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MOSAIC CHRISTIAN COMMUNITY ASSOC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6COMMUNITY HEALING CENTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0THE AVENUE FAMILY NETWORK INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1DEVELOPMENT ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt2BENTON HARBOR PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt3THE CENTER FOR GROWTH AND INDEPENDE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt4FEEDING AMERICA WEST MICHIGAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt5MOSAIC CHRISTIAN COMMUNITY ASSOC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt6COMMUNITY HEALING CENTERS
IRS990ScheduleI/RecipientTable/RecipientEIN0382592238
IRS990ScheduleI/RecipientTable/RecipientEIN1815017908
IRS990ScheduleI/RecipientTable/RecipientEIN2382365358
IRS990ScheduleI/RecipientTable/RecipientEIN3382025227
IRS990ScheduleI/RecipientTable/RecipientEIN4382439659
IRS990ScheduleI/RecipientTable/RecipientEIN5271050319
IRS990ScheduleI/RecipientTable/RecipientEIN6381961500
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02450 M139
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14367 S NILES ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2213 EAST WALL STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31440 EAST EMPIRE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4864 WEST RIVER CENTER DR NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51804 M139
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62615 STADIUM DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt02450 M139
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt14367 S NILES ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt2213 EAST WALL STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt31440 EAST EMPIRE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt4864 WEST RIVER CENTER DR NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt51804 M139
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt62615 STADIUM DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ST JOSEPH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm5BENTON HARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm6KALAMAZOO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd149085
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd249022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd349022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd449022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd549022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd649008
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/Total501c3OrgCnt09
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01735750
IRS990/TotalAssetsEOYAmt01874627
IRS990/TotalAssetsGrp/BOYAmt01735750
IRS990/TotalAssetsGrp/EOYAmt01874627
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015364
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076000
IRS990/TotalFunctionalExpensesGrp/TotalAmt084269
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01735750
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01874627
IRS990/TotalProgramServiceExpensesAmt076000
IRS990/TotalReportableCompFromOrgAmt01200
IRS990/TotalRevenueGrp/ExclusionAmt045482
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0128240
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01735750
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01874627
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06180 DREAMCATCHER RD
IRS990/USAddress/CityNm0STEVENSVILLE
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049127
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02693694650
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPHBENTON HARBOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0382336366
ReturnHeader/Filer/PhoneNum02693694650

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,874,627
Liabilities
$0
Net assets
$1,874,627
Revenue
$128,240
Expenses
$84,269
Net income
$43,971
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