SUPERIOR HEALTH FOUNDATION

EIN: 203615349 501(c)(3) Health Care

MARQUETTE, MI

Total Revenue
$2,080,752
Total Expenses
$2,056,259
Total Assets
$44,148,389
Net Assets
$43,887,366
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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
MI
Principal Officer
KARA KATONA
Phone
9062254763
Tax Period
2023-01-01 to 2023-12-31

SUPERIOR HEALTH FOUNDATION, founded in 2004, is a community nonprofit in the Health Care sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. Net assets of $43.9M represent 253 months of operating reserves.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $985,365

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...

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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.

Program 2
Expenses: $282,662

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...

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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.

Program 3
Expenses: $35,000

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $269,227
Program Service Revenue $0
Investment Income $1,726,619
Other Revenue $84,906
TOTAL REVENUE $2,080,752

Expense Breakdown

Grants Paid $1,328,370
Salaries & Benefits $418,314
Fundraising Expenses $0
Program Expenses $1,328,370
Other Expenses $309,575
TOTAL EXPENSES $2,056,259

Year-over-Year Comparison

2023 2022 Change
Revenue $2,080,752 $1,198,421 +0.7%
Expenses $2,056,259 $1,789,332 +0.1%
Net Income $24,493 $-590,911 -1.0%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
8
Volunteers
30

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$133,738
Total Directors
15
$0
Key Employees
1
$133,738
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES LAJOIE EXECUTIVE DIRECTOR 040.00
Officer Key Emp Highest
$129,843 $3,895 $133,738
DANIEL ARNOLD PART-YEAR PRESIDENT 002.00
Officer Director
$0 $0 $0
SARA GILES PRESIDENT/PART-YEAR VICE PRESIDENT 002.00
Officer Director
$0 $0 $0
KARA KATONA SECRETARY / TREASURER 002.00
Officer Director
$0 $0 $0
JOHN MARSHALL DIRECTOR 002.00
Director
$0 $0 $0
BRYAN DIXON DIRECTOR 002.00
Director
$0 $0 $0
JOAN HAARA DIRECTOR 002.00
Director
$0 $0 $0
DAVID JAHN VICE PRESIDENT/PART-YEAR DIRECTOR 002.00
Officer Director
$0 $0 $0
FREDI DE YAMPERT DIRECTOR 002.00
Director
$0 $0 $0
TRACEY JOHNSON DIRECTOR 002.00
Director
$0 $0 $0
N/A DIRECTOR 002.00
Director
$0 $0 $0
ANGELA VICTORSON DIRECTOR 002.00
Director
$0 $0 $0
MEGHAN LANE DIRECTOR 002.00
Director
$0 $0 $0
TYLER LAPLAUNT DIRECTOR 002.00
Director
$0 $0 $0
SCOTT PYNNONEN DIRECTOR 002.00
Director
$0 $0 $0
BRUCE SEELY DIRECTOR 002.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,080,752 $2,056,259 $44,148,389 $24,493
2022 $1,198,421 $1,789,332 $39,588,661 $-590,911
2021 $4,207,307 $1,679,075 $48,470,173 $2,528,232
2020 $8,185,603 $1,622,098 $42,732,166 $6,563,505
2019 $1,987,495 $1,650,902 $33,705,955 $336,593
2018 $3,737,525 $1,331,076 $28,911,495 $2,406,449
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