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Nonprofiteer
← COPPER SHORES COMMUNITY HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by COPPER SHORES COMMUNITY HEALTH FOUNDATION.

Totals

Total revenue
$4,680,317
Total expenses
$5,462,971
Contributions and grants received
$2,194,865
Grants paid
$1,923,507
Program service revenue
$110,283
Investment income
$2,367,609
Other revenue
$7,560
Total assets, end of year
$79,926,236
Total liabilities, end of year
$1,219,955
Net assets or fund balances, end of year
$78,706,281
Program services expenses (Part IX)
$4,012,986
Management and general expenses
$1,449,985
Fundraising expenses
$0
Program service expenses (Part III)
$4,012,986

Program services were 73.5% 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.

  • 1e · Government grants (contributions)

    $701,349

  • 1f · All other contributions, gifts and grants

    $1,493,516

  • 2a · Program service revenue: PROGRAM REVENUE-MEALS

    total $98,309 · related or exempt $98,309

  • 2b · Program service revenue: PROGRAM REVENUE-STUDENT TRAIN

    total $11,974 · related or exempt $11,974

  • 3 · Investment income

    total $1,718,620 · excluded $1,718,620

  • 7a · Gross sales of assets other than inventory

    securities $12,052,911 · other assets $611,794

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

    securities $12,015,716

  • 7c · Gain or loss

    securities $37,195 · other assets $611,794

  • 7d · Net gain or loss

    total $648,989 · related or exempt $648,989

  • 8a · Fundraising events: gross income

    $2,865

  • 8b · Fundraising events: direct expenses

    $10,601

  • 8c · Net income from fundraising events

    total -$7,736

  • 11a · Other revenue: GRANTS RETURNED

    total $14,644 · related or exempt $14,644

  • 11b · Other revenue: OTHER INCOME

    total $652 · related or exempt $652

  • 11e · Other revenue, total

    $15,296

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,747,126 · program services $1,747,126

  • 2 · Grants to domestic individuals

    total $176,381 · program services $176,381

  • 7 · Other salaries and wages

    total $1,622,343 · program services $926,401 · management and general $695,942

  • 8 · Pension plan contributions

    total $121,726 · program services $69,094 · management and general $52,632

  • 9 · Other employee benefits

    total $502,570 · program services $358,515 · management and general $144,055

  • 10 · Payroll taxes

    total $146,069 · program services $81,373 · management and general $64,696

  • 11b · Fees: legal

    total $50,724 · management and general $50,724

  • 11c · Fees: accounting

    total $58,049 · program services $7,840 · management and general $50,209

  • 11f · Fees: investment management

    total $30,000 · management and general $30,000

  • 11g · Fees: other

    total $24,765 · program services $1,100 · management and general $23,665

  • 12 · Advertising and promotion

    total $121,739 · program services $9,639 · management and general $112,100

  • 13 · Office expenses

    total $102,475 · program services $53,064 · management and general $49,411

  • 14 · Information technology

    total $40,915 · program services $14,703 · management and general $26,212

  • 16 · Occupancy

    total $151,800 · program services $107,437 · management and general $44,363

  • 17 · Travel

    total $23,299 · program services $9,272 · management and general $14,027

  • 19 · Conferences, conventions and meetings

    total $28,957 · program services $9,560 · management and general $19,397

  • 20 · Interest

    total $122 · management and general $122

  • 22 · Depreciation, depletion and amortization

    total $20,210 · program services $9,714 · management and general $10,496

  • 23 · Insurance

    total $27,574 · program services $11,647 · management and general $15,927

  • 24a · Other expenses: FOOD

    total $241,338 · program services $241,338

  • 24b · Other expenses: SUPPLIES & SMALL EQUIPMEN

    total $87,643 · program services $87,643

  • 24c · Other expenses: MILEAGE

    total $57,706 · program services $55,642 · management and general $2,064

  • 24d · Other expenses: EDUCATION/BOARD DEV.

    total $39,346 · program services $14,397 · management and general $24,949

  • 24e · All other expenses

    total $40,094 · program services $21,100 · management and general $18,994

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $894,308 · end of year $505,907

  • 2 · Savings and temporary cash investments

    beginning of year $10,264 · end of year $910

  • 3 · Pledges and grants receivable

    end of year $295,180

  • 4 · Accounts receivable

    beginning of year $137,772

  • 7 · Other notes and loans receivable

    beginning of year $1,357,234

  • 9 · Prepaid expenses and deferred charges

    beginning of year $24,207 · end of year $85,224

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

    $511,767

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

    $286,277

  • 10c · Land, buildings and equipment, net

    beginning of year $109,056 · end of year $225,490

  • 11 · Investments: publicly traded securities

    beginning of year $63,335,863 · end of year $70,730,365

  • 15 · Other assets

    beginning of year $8,121,661 · end of year $8,083,160

  • 17 · Accounts payable and accrued expenses

    beginning of year $91,531 · end of year $156,925

  • 18 · Grants payable

    beginning of year $973,927 · end of year $859,380

  • 23 · Secured mortgages and notes payable

    end of year $76,392

  • 25 · Other liabilities

    beginning of year $169,634 · end of year $127,258

  • 27 · Net assets without donor restrictions

    beginning of year $72,510,563 · end of year $78,081,090

  • 28 · Net assets with donor restrictions

    beginning of year $244,710 · end of year $625,191

Mission and programs · 2023

Mission

TO SUPPORT THE CHARITABLE HEALTH NEEDS OF THE COMMUNITY THROUGH ENHANCED PHILANTHROPY AND COMMUNITY COLLABORATION

  • COMMUNITY COUNSELING & WELLNESS - THE FOUNDATION PROVIDES OUTPATIENT COUNSELING, MENTAL HEALTH CONCIERGE SERVICES, AND PREVENTION AND MENTAL HEALTH WELLNESS EDUCATION SUPPORT FOR INDIVIDUALS AND FAMILIES, INCLUDING THOSE RECOVERING FROM SEXUAL ASSAULT, VIOLENT CRIMES, AND OTHER TRAUMA.

    Expenses $1,425,330 · Grants $1,147,905

  • NUTRITION PROGRAMMING - IMPROVING ACCESS TO LOCALLY GROWN AND HEALTHFUL FOOD WITHIN OUR COMMUNITY AS WELL AS EDUCATIONAL RESOURCES AND TOOLS TO PROMOTE SUSTAINABLE CHANGES TO EATING AND LIFESTYLE HABITS FOR ALL. MEALS ON WHEELS PROGRAM PROVIDES HOME-DELIVERED AND CONGREGATE MEAL SERVICES DESIGNED TO PROVIDE 33 PERCENT OF THE DAILY NUTRITIONAL REQUIREMENTS OF INDIVIDUALS.

    Expenses $1,399,264 · Grants $133,241 · Revenue $110,283

  • COMMUNITY OUTREACH & EDUCATION - THE FOUNDATION USES EVIDENCE-BASED TRAINING AND PROGRAMMING TO EDUCATE COPPER COUNTRY RESIDENTS OF ALL AGES ON A VARIETY OF TOPICS. THE PROGRAM OFFERS TRAINING TO ADDRESS SUBSTANCE ABUSE PREVENTION, SUICIDE PREVENTION, PARENTING CLASSES AND TRAINING'S WITH COMMUNITY PARTNERS TO ASSIST FIRST RESPONDERS, AS WELL AS FOLLOW UP FOR INDIVIDUALS AT RISK OF SUICIDE AND FAMILY SUPPORT SERVICES.

    Expenses $631,342 · Grants $401,267

  • VICTIM SUPPORT - SUPPORTS VICTIMS OF ANY CRIME. RESOURCES PROVIDED INCLUDE CHILD ADVOCACY CENTER TO MINIMIZE TRAUMA TO THE CHILD DURING THE PROCESS OF CHILD ABUSE INVESTIGATIONS, SUICIDE SURVIVORS ON CALL SUPPORT TO THOSE IN THE COMMUNITY WHO LOSE SOMEONE TO SUICIDE AND SEXUAL ASSAULT RESPONSE FOR VICTIMS OF SEXUAL ASSAULT, INCLUDING SPECIALLY TRAINED NURSES. BRIDGES - ASSISTING COMMUNITY MEMBERS STRUGGLING WITH POVERTY. THE FOUNDATION PROVIDES A FREE 16-WEEK PROGRAM TO ASSIST INDIVIDUALS IN IMPROVING STABILITY, WORKSHOPS TO EDUCATE THE COMMUNITY ABOUT THE COMPLEXITIES OF POVERTY, AND IN-DEPTH PERSONAL FINANCIAL COACHING.

    Expenses $557,050 · Grants $241,094

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

Listed in Part VII

  • Kevin Store

    EXECUTIVE DI

    Total calculated
    $187,983
    From this org
    $150,652
    From related orgs
    $0
    Other
    $37,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,652
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $37,331
    Filer's total
    $187,983

  • Bernadette Yeoman-Ouellette

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Brent Peterson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bruce Rukkila

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ann Clancy-Klemme

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michele Blau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • James Bobula

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jamey Markham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Paul Ollila

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Guy St Germain

    DIRECTOR

    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
13 November 2024
IRS schema version
2023v5.0
Source object
202443189349300029

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

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