Civic Intelligence

Osteopathic Foundation of West Michigan

990 • Fiscal year 2016 • EIN 38-2841014

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 16, 2017

800 E Ellis Road Box 519Norton Shores, MI 49441

(231) 720-0288

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

41st percentile

0.13x

Higher debt load relative to revenue than 41% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

87th percentile

32%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$103,667

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

46th percentile

0.6%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

41%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$8,193,538

Up $48,568 (+0.6%) from 2015

Net Assets

Up

$8,131,836

Up $154,800 (+1.9%) from 2015

Liabilities

Down

$61,702

Down $106,232 (-63%) from 2015

Revenue

Up

$483,868

Up $140,248 (+41%) from 2015

Expenses

Down

$328,128

Down $144,230 (-31%) from 2015

Net Income

Up

$155,740

Up $284,478 (+221%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $18,105,839Liabilities 2010: $11,918,763Net Assets 2010: $6,187,0762010Assets 2011: $17,362,119Liabilities 2011: $11,064,298Net Assets 2011: $6,297,8212011Assets 2012: $17,569,085Liabilities 2012: $10,571,938Net Assets 2012: $6,997,1472012Assets 2013: $18,666,478Liabilities 2013: $10,497,283Net Assets 2013: $8,169,1952013Assets 2014: $8,310,623Liabilities 2014: $204,849Net Assets 2014: $8,105,7742014Assets 2015: $8,144,970Liabilities 2015: $167,934Net Assets 2015: $7,977,0362015Assets 2016: $8,193,538Liabilities 2016: $61,702Net Assets 2016: $8,131,8362016Assets 2017: $8,634,398Liabilities 2017: $810,581Net Assets 2017: $7,823,8172017Assets 2018: $8,181,682Liabilities 2018: $607,030Net Assets 2018: $7,574,6522018Assets 2019: $8,782,239Liabilities 2019: $408,409Net Assets 2019: $8,373,8302019Assets 2020: $9,729,892Liabilities 2020: $292,954Net Assets 2020: $9,436,9382020Assets 2021: $11,783,251Liabilities 2021: $1,355,902Net Assets 2021: $10,427,3492021Assets 2022: $10,015,538Liabilities 2022: $626,315Net Assets 2022: $9,389,2232022Assets 2023: $10,558,782Liabilities 2023: $486,620Net Assets 2023: $10,072,1622023Assets 2024: $10,701,035Liabilities 2024: $290,730Net Assets 2024: $10,410,3052024

Highlighted filing

2016

Assets$8,193,538
Liabilities$61,702
Net Assets$8,131,836

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $200,5092010Expenses 2011: $163,1442011Expenses 2012: $173,5472012Revenue 2013: $1,734,522Expenses 2013: $621,155Net Income 2013: $1,113,3672013Revenue 2014: $211,381Expenses 2014: $274,802Net Income 2014: -$63,4212014Revenue 2015: $343,620Expenses 2015: $472,358Net Income 2015: -$128,7382015Revenue 2016: $483,868Expenses 2016: $328,128Net Income 2016: $155,7402016Revenue 2017: $1,046,385Expenses 2017: $1,354,404Net Income 2017: -$308,0192017Revenue 2018: $169,870Expenses 2018: $419,035Net Income 2018: -$249,1652018Revenue 2019: $1,275,779Expenses 2019: $476,601Net Income 2019: $799,1782019Revenue 2020: $1,536,807Expenses 2020: $473,699Net Income 2020: $1,063,1082020Revenue 2021: $1,454,427Expenses 2021: $464,016Net Income 2021: $990,4112021Revenue 2022: $861,795Expenses 2022: $422,095Net Income 2022: $439,7002022Revenue 2023: $643,592Expenses 2023: $508,354Net Income 2023: $135,2382023Revenue 2024: $608,905Expenses 2024: $498,516Net Income 2024: $110,3892024

Highlighted filing

2016

Revenue$483,868
Expenses$328,128
Net Income$155,740
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$506,408
Mission and Program Overview

Mission

Support programs which produce advances on issues of importance to osteopathic medicine and the community's health and welfare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,715,873$4,262,562▼ $453,311
Investments Other Securities$1,910,967$3,303,380▲ $1,392,413
Receivables From Officers Etc$1,500,000$625,000▼ $875,000
Land, Buildings, and Equipment, Net$2,492$1,668▼ $824
Prepaid Expenses and Deferred Charges-$928-
Total Assets$8,144,970$8,193,538▲ $48,568
Other Assets Total$15,638--
Liabilities
Grants Payable$143,333$46,667▼ $96,666
Other Liabilities$24,601$15,035▼ $9,566
Total Liabilities$167,934$61,702▼ $106,232
Net Assets / Fund Balance
Unrestricted Net Assets$7,927,569$8,081,526▲ $153,957
Permanently Rstr Net Assets$49,467$50,310▲ $843
Total Net Assets Fund Balance$7,977,036$8,131,836▲ $154,800
Total Liabilities and Net Assets / Fund Balance$8,144,970$8,193,538▲ $48,568

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,668$2,959$4,627
Other Securities$401,180--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea MasveroExecutive DiFT$90,515$13,152$103,667
Revenue and Support

Revenue Composition

Contributions and Grants
$30,053
Program Service Revenue
$133,152
Investment Income
$281,873
Other Revenue
$38,790
All Other Contributions
$30,053
Change in Net Assets
$155,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,570
Salaries, Compensation, and Employee Benefits$121,166
Grants and Similar Amounts Paid$76,392
Total Fundraising Expense$8,080
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,817$28,637-$95,454
All Other Expenses$35,237$26,828$1,506$63,571
Grants to Domestic Individuals$47,892--$47,892
Grants to Domestic Orgs$28,500--$28,500
Other Employee Benefits-$13,823-$13,823
Occupancy$2,041$8,162-$10,203
Fees for Services Accounting$2,037$8,149-$10,186
Other Expenses$8,863$1,644$6,574$8,218
Payroll Taxes$5,471$2,345-$7,816
Fees for Services Legal-$4,200-$4,200
Pension Plan Contributions-$4,073-$4,073
Insurance-$2,787-$2,787
Conferences and Meetings$1,575--$1,575
Advertising$1,021--$1,021
Depreciation Depletion-$825-$825
Travel$75$76-$151
Total Functional Expenses$218,499$101,549$8,080$328,128
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Muskegon Family YmcaMuskegon, MI--$13,000
Kids Food BasketMuskegon, MI--$7,500
Community EncompassMuskegon, MI--$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,330
Fundraising Direct Expenses$22,540
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$61,330$61,330$22,540$38,790
Total Events$61,330$61,330$22,540$38,790
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cherette Group LLCCompany IsUnsecured NoteNo$625,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,500,000$625,000▼ $875,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$5,465
Payroll Taxes Payable$3,814
Accrued Retirement$3,174
Independent Credit Card$2,582
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 2

Mark fazakerley piper lakes apartments, llc director director greater than 10% owernship in same investment entity

Form 990, Page 6, Part VI, Line 7A

Two members are on the board because of their positions with mercy health partners. 1) dr. Jusin grill as director of medical education and 2) roger w. Spoelman, as regional ceo.

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

The 990 is prepared by an independent public accounting firm. The 990 is reviewed by the appropriate staff and board members before filing.

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

This is an annual requirement for all members of the board (disseminated at the first board meeting of the year), whereby each board member completes an annual conflict of interest disclosure statement and confidentiality agreement. Each completed agreement is reviewed by the chairperson and retained on file.

Form 990, Page 6, Part VI, Line 15A

Compensation of chairman and executive director is reviewed and deliberated annually by personnel committee and a recommendation is made to the board of directors for approval.

Form 990, Page 6, Part VI, Line 15B

Any compensation of other officers or employees is reviewed by finance committee and a recommendation is made to the board of directors for approval.

Form 990, Page 6, Part VI, Line 19

The oganization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Osteopathic Foundation of West Mich
EIN
38-2841014
Phone
2317200288
Address
800 E ELLIS ROAD BOX 519, NORTON SHORES, MI 49441

Signing Officer

Name
Andrea Masvero
Title
Executive Director
Phone
2317200288
Signed
2017-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Masvero
Formed
1988
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
13
Employees
3
Volunteers
25

Preparer

Firm
H&s Companies Pc
Address
4985 S HARVEY ST, MUSKEGON, MI 49444
Preparer
Randy Filbrandt
Phone
2317981040
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Better the lives of area residents through investing and administering gifts and issuing grants for specific charitable and educational programs

Form 990, Part IX, Line 24E

Aministrative services 5,049 1,262 0 cme - catering/venue 5,926 0 0 agency services 4,076 582 1,164 cme - speaker honoraria 5,500 0 0 resident retention dinner 4,606 0 0 osteopathic history proje 4,267 0 0 supplies 389 3,503 0 miscellanous 0 3,785 0 board meetings & meals 0 3,457 0 community health sponsor 2,850 0 0 telephone & internet 0 2,123 0 board d&o insurance 0 2,010 0 newsletter 0 1,610 0 travel 0 1,591 0 bank fees 0 1,078 0 donations 0 1,056 0 meals 180 542 181 grant expense 900 0 0 it services 0 869 0 dues & subscriptions 0 781 0 promotional items 0 773 0 clerical - supplies 691 0 0 other 0 583 0 postage 107 319 106 board-related expenses 0 421 0 presentation and meals 316 0 0 printing & reproduction 165 55 55 materials 215 0 0 website 0 212 0 software and services 0 99 0 licenses 0 70 0 education: books & subscr 0 47 0 total 35,237 26,828 1,506

Financial Statement Notes

Schedule D, Page 3, Part X

The organization evaluates certain tax positions in accordance with existing generally accepted accounting principles and makes such accruals and disclosures as might be required thereunder. Under that guidance, the organization has no uncertain tax positions that qualify either for recognition or disclosure in the financial statements.

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IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt047892
IRS990/GrantsPayableGrp/BOYAmt0143333
IRS990/GrantsPayableGrp/EOYAmt046667
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt047892
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt047892
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt028500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt028500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0506408
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02787
IRS990/InsuranceGrp/TotalAmt02787
IRS990/InvestmentIncomeGrp/ExclusionAmt0281873
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0281873
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01910967
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03303380
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04715873
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04262562
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02959
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02492
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01668
IRS990/LandBldgEquipCostOrOtherBssAmt04627
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT PROGRAMS WHICH PRODUCE ADVANCES ON ISSUES OF IMPORTANCE TO OSTEOPATHIC MEDICINE AND THE COMMUNITY'S HEALTH AND WELFARE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07977036
IRS990/NetAssetsOrFundBalancesEOYAmt08131836
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt038790
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038790
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt08162
IRS990/OccupancyGrp/ProgramServicesAmt02041
IRS990/OccupancyGrp/TotalAmt010203
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015638
IRS990/OtherChangesInNetAssetsAmt0-940
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013823
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013823
IRS990/OtherExpensesGrp/Desc0CME - DIRECTOR STIPEND
IRS990/OtherExpensesGrp/Desc1CLERICAL - HOURS
IRS990/OtherExpensesGrp/Desc2CONFERENCE EXPENSES
IRS990/OtherExpensesGrp/Desc3BOARD RETREAT
IRS990/OtherExpensesGrp/FundraisingAmt06574
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01644
IRS990/OtherExpensesGrp/ProgramServicesAmt010000
IRS990/OtherExpensesGrp/ProgramServicesAmt18970
IRS990/OtherExpensesGrp/ProgramServicesAmt28863
IRS990/OtherExpensesGrp/TotalAmt010000
IRS990/OtherExpensesGrp/TotalAmt18970
IRS990/OtherExpensesGrp/TotalAmt28863
IRS990/OtherExpensesGrp/TotalAmt38218
IRS990/OtherLiabilitiesGrp/BOYAmt024601
IRS990/OtherLiabilitiesGrp/EOYAmt015035
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028637
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt066817
IRS990/OtherSalariesAndWagesGrp/TotalAmt095454
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02345
IRS990/PayrollTaxesGrp/ProgramServicesAmt05471
IRS990/PayrollTaxesGrp/TotalAmt07816
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04073
IRS990/PensionPlanContributionsGrp/TotalAmt04073
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt049467
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt050310
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0928
IRS990/PrincipalOfficerNm0ANDREA MASVERO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MHP SURGICAL PROCEDURES
IRS990/ProgramServiceRevenueGrp/Desc1VENDOR SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc2WMOA DUES
IRS990/ProgramServiceRevenueGrp/Desc3REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt098382
IRS990/ProgramServiceRevenueGrp/ExclusionAmt115000
IRS990/ProgramServiceRevenueGrp/ExclusionAmt211150
IRS990/ProgramServiceRevenueGrp/ExclusionAmt38620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt098382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38620
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BETTER THE LIVES OF AREA RESIDENTS THROUGH INVESTING AND ADMINISTERING GIFTS AND ISSUING GRANTS FOR SPECIFIC CHARITABLE AND EDUCATIONAL PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt028500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt028500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013897
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0219722
IRS990/PYInvestmentIncomeAmt0246989
IRS990/PYOtherExpensesAmt0142966
IRS990/PYOtherRevenueAmt01307
IRS990/PYProgramServiceRevenueAmt081427
IRS990/PYRevenuesLessExpensesAmt0-128738
IRS990/PYSalariesCompEmpBnftPaidAmt0109670
IRS990/PYTotalExpensesAmt0472358
IRS990/PYTotalRevenueAmt0343620
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt01500000
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0625000
IRS990/ReconcilationRevenueExpnssAmt0155740
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MERCY'S PRESIDENT IS ON THE GRANT MAKING COMMITTEE AND JOSE INFANTE, WHO IS ON MERCY'S REGIONAL BOARD, IS ON THE FINANCE COMMITTEE. IN ADDITION, THE FOUNDATION HAS WORKED CLOSELY WITH MERCY'S PHILANTHROPIC DIRECTOR ON GRANTS. MOREOVER, THE ENTIRE BOARD VOTES ON ALL GRANTS AND INVESTMENT DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IN THE CURRENT FISCAL YEAR THE ORGANIZATION MADE GRANTS OF 76,392. OF THIS AMOUNT 47,892 WENT TO SCHOLARSHIPS FOR STUDENTS PURSUING A DOCTOR OF OSTEOPATHY DEGREE WITH TIES TO THE MUSKEGON AREA. THE REMAINING BALANCE OF 28,500 WAS GIVEN AS FOLLOWS: 7,500 TO KIDS FOOD BASKET, 7,000 TO COMMUNITY ENCOMPASS, 13,000 TO THE MUSKEGON FAMILY YMCA AND 1,000 TO SAFE KIDS WEST MICHIGAN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ALL OF THESE PROGRAMS FURTHER THE EXEMPT PURPOSE OF MERCY, SINCE THEY ARE ALL HEALTH RELATED AND WHICH BUT FOR THE FOUNDATION'S INVOLVEMENT WOULD BE ENGAGED IN BY MERCY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0382113393
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MERCY GENERAL HEALTH PARTNERS A DIVISION OF MERCY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0MERCY GENERAL HEALTH PARTNERS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt050000
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
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt011250
IRS990ScheduleD/DonorAdvisedFundsHeldCnt02
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt050310
IRS990ScheduleD/EquipmentGrp/BookValueAmt01668
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02959
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04627
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05465
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13814
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32582
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED RETIREMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3INDEPENDENT CREDIT CARD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.29$10.4$0.61$0.50$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.49$10.1$0.64$0.51$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.63$9.39$0.86$0.42$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$1.36$10.4$1.45$0.46$0.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.73$0.29$9.44$1.54$0.47$1.06
2019Detailed filing. Detailed filing data is available for this year.$8.78$0.41$8.37$1.28$0.48$0.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.18$0.61$7.57$0.17$0.42$0.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.63$0.81$7.82$1.05$1.35$0.31
2016Detailed filing. Detailed filing data is available for this year.$8.19$0.06$8.13$0.48$0.33$0.16
2015Detailed filing. Detailed filing data is available for this year.$8.14$0.17$7.98$0.34$0.47$0.13
2014Detailed filing. Detailed filing data is available for this year.$8.31$0.20$8.11$0.21$0.27$0.06
2013Detailed filing. Detailed filing data is available for this year.$18.7$10.5$8.17$1.73$0.62$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$10.6$7.00$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$11.1$6.30$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$11.9$6.19$0.20
Peer Organizations

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