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Nonprofiteer
← SUPERIOR HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by SUPERIOR HEALTH FOUNDATION.

Totals

Total revenue
$2,080,752
Total expenses
$2,056,259
Contributions and grants received
$269,227
Grants paid
$1,328,370
Program service revenue
$0
Investment income
$1,726,619
Other revenue
$84,906
Total assets, end of year
$44,148,389
Total liabilities, end of year
$261,023
Net assets or fund balances, end of year
$43,887,366
Program services expenses (Part IX)
$1,328,370
Management and general expenses
$727,889
Fundraising expenses
$0
Program service expenses (Part III)
$1,328,370

Program services were 64.6% 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.

  • 1c · Fundraising events

    $13,772

  • 1f · All other contributions, gifts and grants

    $255,455

  • 3 · Investment income

    total $1,726,619 · excluded $1,726,619

  • 8a · Fundraising events: gross income

    $164,067

  • 8a · Fundraising events: contributions included on line 1c

    $13,772

  • 8b · Fundraising events: direct expenses

    $79,161

  • 8c · Net income from fundraising events

    total $84,906

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,328,370 · program services $1,328,370

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $129,843 · management and general $129,843

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $205,483 · management and general $205,483

  • 8 · Pension plan contributions

    total $9,393 · management and general $9,393

  • 9 · Other employee benefits

    total $49,698 · management and general $49,698

  • 10 · Payroll taxes

    total $23,897 · management and general $23,897

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $6,000 · management and general $6,000

  • 11c · Fees: accounting

    total $6,050 · management and general $6,050

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $138,066 · management and general $138,066

  • 11g · Fees: other

    total $26,863 · management and general $26,863

  • 12 · Advertising and promotion

    total $13,306 · management and general $13,306

  • 13 · Office expenses

    total $26,836 · management and general $26,836

  • 14 · Information technology

    total $2,587 · management and general $2,587

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $20,355 · management and general $20,355

  • 17 · Travel

    total $2,735 · management and general $2,735

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $1,393 · management and general $1,393

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $24,716 · management and general $24,716

  • 23 · Insurance

    total $34,701 · management and general $34,701

  • 24a · Other expenses: MEMBERSHIPS

    total $1,958 · management and general $1,958

  • 24b · Other expenses: BANK FEES

    total $2,832 · management and general $2,832

  • 24c · Other expenses: MISCELLANEOUS

    total $1,177 · management and general $1,177

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $414,769 · end of year $56,945

  • 2 · Savings and temporary cash investments

    beginning of year $1,788,250 · end of year $1,521,379

  • 3 · Pledges and grants receivable

    beginning of year $78,865 · end of year $77,060

  • 4 · Accounts receivable

    beginning of year $4,167

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,898 · end of year $28,408

  • 10a · Land, buildings and equipment: cost or other basis

    $161,996

  • 10b · Land, buildings and equipment: accumulated depreciation

    $151,342

  • 10c · Land, buildings and equipment, net

    beginning of year $32,243 · end of year $10,654

  • 11 · Investments: publicly traded securities

    beginning of year $37,254,469 · end of year $42,374,847

  • 15 · Other assets

    end of year $79,096

  • 25 · Other liabilities

    beginning of year $98,640 · end of year $261,023

  • 27 · Net assets without donor restrictions

    beginning of year $169,898 · end of year $29,094

  • 28 · Net assets with donor restrictions

    beginning of year $39,320,123 · end of year $43,858,272

Mission and programs · 2023

Mission

TO ASSIST WITH UNMET HEALTHCARE NEEDS, WITH HEALTH EDUCATION, AND WITH PROGRAMS AND RESEARCH ON PREVENTING ILLNESS AND PROMOTING HEALTH.

  • PEDIATRIC MENTAL HEALTH GRANTS WE PROVIDED SEVEN PROACTIVE GRANTS TO ADDRESS THE NEED FOR INCREASING TREATMENT RESOURCES, PROVIDERS, OR ACCESSIBILITY PREVENTATION EFFORTS AND ENHANCING COMMUNICATION AROUND PEDIATRIC MENTAL HEALTH IN THE UPPER PENINSULA OF MICHIGAN. GRANT PROGRAMS INCLUDED IMPROVING ACCESS TO MENTAL HEALTH SERVICES, CREATION OF A DAY TREATMENT PROGRAM FOR YOUTH, A UNIVERSAL SCHOOL-BASED MENTAL HEALTH SCREENING PROGRAM, SUPPORTING A YOUTH WELLNESS TASK FORCE ACROSS THE ENTIRE UPPER PENINSULA, A UP-TEACH HUB FOR TRAINING AND TECHNICAL SUPPORT FOR MENTAL HEALTH SERVICES, A REGIONAL BEHAVIORAL HEALTH EDUCATION HUB, AND ESTABLISHMENT OF THE UPPER PENINSULA BEHAVIORAL HEALTH NETWORK.

    Expenses $985,365 · Grants $985,365

  • FALL AND SPRING GRANTS WE AWARDED 20 SPRING AND FALL GRANTS IN 2023. GRANT FUNDS WERE USED TO ENGAGE LOCAL STUDENTS IN GROWING FRESH VEGETABLES THROUGH INDOOR AGRICULTURE, PROVIDE ADDITIONAL CAPACITY TO EXPAND THE NON-EMERGENT MEDICAL CARE TRANSPORTATION PROGRAM, PURCHASE AND IMPLEMENT DISINFECTION EQUIPMENT AT A LOCAL VETERANS FACILITY, CREATE A SENSORY CALMING ROOM FOR YOUTH, ASSIST WITH THE INSTALLATION OF A WALKING PATH FOR REHAB PATIENTS, FUND A RECREATION EXPERIENCE PROGRAM FOR OLDER ADULTS, CREATE A COMMUNITY GARDEN, AND EXPAND A TEEN MENTAL HEALTH FIRST AID PROGRAM.

    Expenses $282,662 · Grants $282,662

  • INDIGENT CARE GRANTS WE PROVIDED FOUR INDIGENT CARE GRANTS TO HELP ORGANIZATIONS ACROSS THE UPPER PENINSULA HELP RESIDENTS WHO WOULD NOT BE ABLE TO AFFORD TO PAY FOR MEDICAL SERVICES THEY NEED. AREAS SUPPORTED INCLUDE BEHAVIORAL HEALTH AND SKILL ACQUISTION SERVCIES, ADDICTION AND RECOVERY SERVICES, MEDICAL TRANSPORTATION SERVICES, AND HOSPICE CARE.

    Expenses $35,000 · Grants $35,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Lajoie

    EXECUTIVE DIRECTOR

    Total calculated
    $133,738
    From this org
    $129,843
    From related orgs
    $0
    Other
    $3,895
    Hours/week
    40

  • Daniel Arnold

    PART-YEAR PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Sara Giles

    PRESIDENT/PART-YEAR VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Kara Katona

    SECRETARY / TREASURER

    Total calculated
    $0
    Hours/week
    2

  • John Marshall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bryan Dixon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joan Haara

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Jahn

    VICE PRESIDENT/PART-YEAR DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Fredi De Yampert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tracey Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Severson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Angela Victorson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Meghan Lane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tyler Laplaunt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Scott Pynnonen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bruce Seely

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433169349303478

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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