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← LITTLE BROTHERS FRIENDS OF THE ELDERLY UPPER MICHIGAN FOUNDATION

Form 990 for tax year 2022

Filed by LITTLE BROTHERS FRIENDS OF THE ELDERLY UPPER MICHIGAN FOUNDATION.

Totals

Total revenue
$441,927
Total expenses
$267,352
Contributions and grants received
$443,060
Grants paid
$176,944
Program service revenue
$0
Investment income
-$1,133
Other revenue
$0
Total assets, end of year
$1,442,405
Total liabilities, end of year
$26,831
Net assets or fund balances, end of year
$1,415,574
Program services expenses (Part IX)
$176,944
Management and general expenses
$35,858
Fundraising expenses
$54,550
Program service expenses (Part III)
$176,944

Program services were 66.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $443,060

  • 1g · Noncash contributions included above

    $409,775

  • 3 · Investment income

    total $39,463 · excluded $39,463

  • 7a · Gross sales of assets other than inventory

    securities $828,631

  • 7b · Less cost or other basis and sales expenses

    securities $869,227

  • 7c · Gain or loss

    securities -$40,596

  • 7d · Net gain or loss

    total -$40,596 · related or exempt -$40,596

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $176,944 · program services $176,944

  • 5 · Compensation of officers, directors and key employees

    total $51,705 · management and general $15,511 · fundraising $36,194

  • 8 · Pension plan contributions

    total $1,006 · management and general $302 · fundraising $704

  • 9 · Other employee benefits

    total $8,269 · management and general $2,481 · fundraising $5,788

  • 10 · Payroll taxes

    total $4,508 · management and general $1,352 · fundraising $3,156

  • 11c · Fees: accounting

    total $6,495 · management and general $6,495

  • 11f · Fees: investment management

    total $7,098 · management and general $7,098

  • 12 · Advertising and promotion

    total $33 · management and general $10 · fundraising $23

  • 13 · Office expenses

    total $1,749 · management and general $525 · fundraising $1,224

  • 16 · Occupancy

    total $2,130 · management and general $639 · fundraising $1,491

  • 17 · Travel

    total $505 · fundraising $505

  • 23 · Insurance

    total $1,131 · management and general $339 · fundraising $792

  • 24a · Other expenses: DONOR LIFE INS. PREMIUMS

    total $4,673 · fundraising $4,673

  • 24b · Other expenses: MISCELLANEOUS

    total $1,106 · management and general $1,106

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,654 · end of year $5,063

  • 11 · Investments: publicly traded securities

    beginning of year $1,099,813 · end of year $1,412,149

  • 12 · Investments: other securities

    end of year $25,193

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,623 · end of year $26,831

  • 27 · Net assets without donor restrictions

    beginning of year $967,965 · end of year $1,269,064

  • 28 · Net assets with donor restrictions

    beginning of year $114,879 · end of year $146,510

Mission and programs · 2022

Mission

TO PROVIDE LITTLE BROTHERS - FRIENDS OF THE ELDERLY UPPER MICHIGAN CHAPTER WITH FINANCIAL SUPPORT TO PROVIDE PROGRAMS AND SERVICES

  • PROVIDE SUSTAINABLE FINANCIAL SUPPORT TO LITTLE BROTHERS - FRIENDS OF THE ELDERLY

    Expenses $176,944 · Grants $176,944

As filed on the 2022 return.

Listed in Part VII

  • Cathy Kass-Aten

    DIRECTOR

    Total calculated
    $35,619
    From this org
    $26,344
    From related orgs
    $0
    Other
    $9,275
    Hours/week
    40

  • Michael Aten

    FORMER DIREC

    Total calculated
    $25,361
    From this org
    $25,361
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Ted Simonsen

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Cheryl O'Brien

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Jeff Veum

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Trisia Narhi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Syd Faassen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Kyla Cole

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Steve Schmunk

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
9 August 2024
IRS schema version
2022v5.0
Source object
202412269349300921

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