Civic Intelligence

Benton Harbor Education Foundation

990 • Fiscal year 2020 • EIN 82-3690593

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

1328 St Joseph CircleSt Joseph, MI 49085

(269) 429-8813

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-3553%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

6th percentile

-65%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

6th percentile

-88%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Assets

$26,475

No earlier filing loaded for comparison.

Net Assets

$26,475

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$3,214

No earlier filing loaded for comparison.

Expenses

$117,404

No earlier filing loaded for comparison.

Net Income

-$114,190

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2020: $26,475Liabilities 2020: $0Net Assets 2020: $26,4752020Assets 2021: $106,611Liabilities 2021: $728Net Assets 2021: $105,8832021Assets 2022: $590,049Liabilities 2022: $439Net Assets 2022: $589,6102022Assets 2023: $727,437Liabilities 2023: $333Net Assets 2023: $727,1042023Assets 2024: $1,086,714Liabilities 2024: $7,426Net Assets 2024: $1,079,2882024

Highlighted filing

2020

Assets$26,475
Liabilities$0
Net Assets$26,475

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2020: $3,214Expenses 2020: $117,404Net Income 2020: -$114,1902020Revenue 2021: $176,271Expenses 2021: $96,863Net Income 2021: $79,4082021Revenue 2022: $503,226Expenses 2022: $19,499Net Income 2022: $483,7272022Revenue 2023: $335,713Expenses 2023: $198,219Net Income 2023: $137,4942023Revenue 2024: $367,052Expenses 2024: $14,868Net Income 2024: $352,1842024

Highlighted filing

2020

Revenue$3,214
Expenses$117,404
Net Income-$114,190
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Gross Receipts
$3,214
Mission and Program Overview

Mission

The foundation's mission is to raise, steward and distribute resources to enrich the education of students in the benton harbor area schools and also the larger community. K through 12 education is our focus.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$140,665$26,475▼ $114,190
Rtn Earn Endowment Incm Other Fnds$140,665$26,475▼ $114,190
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$140,665$26,475▼ $114,190
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$140,665$26,475▼ $114,190
Total Liabilities and Net Assets / Fund Balance$140,665$26,475▼ $114,190
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jerry PriceCo-chairman
Shari WeberCo-chairman
Alloyd BlackmonDirector
Ebon SandersDirector
Ervin EddieDirector
Isiah NewsonDirector
Kevin KellenbergerDirector
Linda MillerDirector
Michael BirkholmDirector
Patrick AllkinsDirector
Tameka RobertsonDirector
Ernie HudsonEx Officio Director
Martha HesseSecretary
Audrey SalesberryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,214
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,214
Change in Net Assets
$-114,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$117,404
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$23,081--$23,081
Other Expenses$6,000--$6,000
Fees for Services Other$2,444--$2,444
Insurance$1,087--$1,087
Advertising$600--$600
Total Functional Expenses$117,404$0$0$117,404
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
Backup withholding compliance
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, Part VI, Section B, Line 11B

The organization's 990 is prepared by their treasurer. Both a draft and/or "pdf" version of the return is provided to the foundation's board and finance committee for review. This committee acts on behalf of the governing board and gives final approval for the filing of the 990 by either mail or electronically.

Form 990, Part VI, Section B, Line 12C

At the board meeting, immediately prior to the annual meeting, all board members report if there are any conflicts of interest.

Form 990, Part VI, Section C, Line 19

The organization maintains copies of its governing documents and financial statements at its offices. The organization makes these documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Benton Harbor Education Foundation
EIN
82-3690593
Phone
2694298813
Address
1328 ST JOSEPH CIRCLE, ST JOSEPH, MI 49085

Signing Officer

Name
Audrey Salesberry
Title
Treasurer
Phone
2694298813
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Audrey Salesberry
Formed
2018
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Kruggel Lawton & Company LLC
Address
526 UPTON DRIVE, ST JOSEPH, MI 49085
Preparer
Audrey Salesberry
Phone
2699830131
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Robotics competition: program service expenses 5,074. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,074. District supplies project: program service expenses 4,498. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,498. Project literature: program service expenses 4,070. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,070. Bhas teacher appreciation: program service expenses 2,880. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,880. Teacher in training: program service expenses 2,627. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,627. Graduation expenses: program service expenses 2,017. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,017. Girls on the run: program service expenses 1,115. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,115. Nic sheff: program service expenses 300. Management and general expenses 0. Fundraising expenses 0. Total expenses 300. Culinary internship: program service expenses 260. Management and general expenses 0. Fundraising expenses 0. Total expenses 260. Bhas benton harbor summer impac: program service expenses 240. Management and general expenses 0. Fundraising expenses 0. Total expenses 240.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S 990 IS PREPARED BY THEIR TREASURER. BOTH A DRAFT AND/OR "PDF" VERSION OF THE RETURN IS PROVIDED TO THE FOUNDATION'S BOARD AND FINANCE COMMITTEE FOR REVIEW. THIS COMMITTEE ACTS ON BEHALF OF THE GOVERNING BOARD AND GIVES FINAL APPROVAL FOR THE FILING OF THE 990 BY EITHER MAIL OR ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE BOARD MEETING, IMMEDIATELY PRIOR TO THE ANNUAL MEETING, ALL BOARD MEMBERS REPORT IF THERE ARE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AT ITS OFFICES. THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROBOTICS COMPETITION: PROGRAM SERVICE EXPENSES 5,074. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,074. DISTRICT SUPPLIES PROJECT: PROGRAM SERVICE EXPENSES 4,498. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,498. PROJECT LITERATURE: PROGRAM SERVICE EXPENSES 4,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,070. BHAS TEACHER APPRECIATION: PROGRAM SERVICE EXPENSES 2,880. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,880. TEACHER IN TRAINING: PROGRAM SERVICE EXPENSES 2,627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,627. GRADUATION EXPENSES: PROGRAM SERVICE EXPENSES 2,017. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,017. GIRLS ON THE RUN: PROGRAM SERVICE EXPENSES 1,115. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,115. NIC SHEFF: PROGRAM SERVICE EXPENSES 300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300. CULINARY INTERNSHIP: PROGRAM SERVICE EXPENSES 260. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 260. BHAS BENTON HARBOR SUMMER IMPAC: PROGRAM SERVICE EXPENSES 240. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0140665
IRS990/TotalAssetsEOYAmt026475
IRS990/TotalAssetsGrp/BOYAmt0140665
IRS990/TotalAssetsGrp/EOYAmt026475
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03214
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117404
IRS990/TotalFunctionalExpensesGrp/TotalAmt0117404
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0140665
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026475
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0117404
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03214
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0140665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026475
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01328 ST JOSEPH CIRCLE
IRS990/USAddress/CityNm0ST JOSEPH
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049085
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0BENTONHARBOREDUCATIONFOUNDATION.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AUDREY SALESBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02694298813
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENTON HARBOR EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BENT
ReturnHeader/Filer/EIN0823690593
ReturnHeader/Filer/PhoneNum02694298813
ReturnHeader/Filer/USAddress/AddressLine1Txt01328 ST JOSEPH CIRCLE
ReturnHeader/Filer/USAddress/CityNm0ST JOSEPH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049085
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351307701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRUGGEL LAWTON & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0526 UPTON DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST JOSEPH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049085
ReturnHeader/PreparerPersonGrp/PhoneNum02699830131
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AUDREY SALESBERRY
ReturnHeader/ReturnTs02021-05-17T14:16:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AUDREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SALESBERRY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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