Nonprofit · EIN 38-3363721
SUPERIOR ALLIANCE FOR INDEPENDENT LIVING
Tax-exempt · MARQUETTE, MI 49855
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2024 | 990 | $1,994,360 | $1,766,480 | $227,880 | $2,256,968 | $911,584 | $1,345,384 |
| September 30, 2023 | 990 | $1,780,597 | $1,574,017 | $206,580 | $1,193,129 | $75,625 | $1,117,504 |
Financial details: 990 for the year ended September 30, 2024
Revenue
- Contributions, gifts and grants
- $1,214,059
- of which government grants
- $1,160,997
- Program service revenue
- $770,137
- Investment income
- $4,434
- Other revenue
- $5,730
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $81,966
- Other salaries and wages
- $1,065,966
- Salaries, compensation and benefits (total)
- $1,353,592
- Professional fundraising fees
- $0
- Occupancy
- $99,427
- Travel
- $54,844
- Depreciation
- $15,136
- Program services (functional)
- $1,422,896
- Management and general (functional)
- $338,982
- Fundraising (functional)
- $4,602
Balance sheet and other
- Total assets, start of year
- $1,193,129
- Total assets, end of year
- $2,256,968
- Total liabilities, end of year
- $911,584
- Net assets, end of year
- $1,345,384
- Land, buildings and equipment
- $141,980
- Net assets without donor restrictions
- $1,345,384
- Gross receipts
- $1,994,360
- Employees
- 113
- Year formed
- 1997
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE SHAW | EXECUTIVE DI Officer | 40 | $81,966 |
| JUDY ROSEMERGY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| AARON ANDRES | VICE-PRESIDE Trustee or director, Officer | 1 | $0 |
| DEAN JUNTUNEN | SECRETARY Trustee or director, Officer | 1 | $0 |
| ALLEN BEAUCHAMP | TREASURER Trustee or director, Officer | 1 | $0 |
| ELGIE DOW | MEMBER-AT-LA Trustee or director | 1 | $0 |
| JONATHAN MEAD | MEMBER-AT-LA Trustee or director | 1 | $0 |
| BRETT WAY | MEMBER-AT-LA Trustee or director | 1 | $0 |
| DENNIS SMITH | MEMBER-AT-LA Trustee or director | 1 | $0 |
| JESSICA MANIER | MEMBER-AT-LA Trustee or director | 1 | $0 |
| RITA KEILHOLTZ | MEMBER-AT-LA Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE SHAW | EXECUTIVE DI Officer | 40 | $73,075 |
| JUDY ROSEMERGY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| AARON ANDRES | VICE-PRESIDE Trustee or director, Officer | 1 | $0 |
| DEAN JUNTUNEN | SECRETARY Trustee or director, Officer | 1 | $0 |
| ALLEN BEAUCHAMP | TREASURER Trustee or director, Officer | 1 | $0 |
| CONNIE FULLER | MEMBER-AT-LA Trustee or director | 1 | $0 |
| ELGIE DOW | MEMBER-AT-LA Trustee or director | 1 | $0 |
| JONATHAN MEAD | MEMBER-AT-LA Trustee or director | 1 | $0 |
| BRETT WAY | MEMBER-AT-LA Trustee or director | 1 | $0 |
| DENNIS SMITH | MEMBER-AT-LA Trustee or director | 1 | $0 |
| JESSICA MANIER | MEMBER-AT-LA Trustee or director | 1 | $0 |
| HEATHER ISAACSON | MEMBER-AT-LA Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1025 W WASHINGTON ST STE C, MARQUETTE, MI 49855-4031
- Principal officer (990 for 2023)
- JUDY ROSEMERGY, 486 STONE QUARRY DR, MARQUETTE, MI 49855
- Signed the 990
- JUDY ROSEMERGY, PRESIDENT
- Phone
- (906) 228-5744
- Website
- WWW.UPSAIL.ORG
- Return prepared by
- JASON F CLAUSEN PC
Mission
TO ASSIST INDIVIDUALS WITH DISABILITIES AND PROMOTE ACCESSIBLE UPPER PENINSULA COMMUNITIES FOR ALL.
Program accomplishments
- COMMUNITY EDUCATION/PUBLIC INFORMATION, COLLABORATION/NETWORKING, OUTREACH AND SYSTEMS ADVOCACY: SAIL EDUCATED AND COLLABORATED WITH INDIVIDUALS WITH DISABILITIES, FAMILY MEMBERS AND COMMUNITY MEMBERS OF THE 15 COUNTIES OF THE U.P. ABOUT ISSUES RELATED TO THE DISABILITY MOVEMENT. SERVICES AND SUPPORTS THAT ARE AVAILABLE FOR THE DISABILITY COMMUNITY ARE SOMETIMES HARD TO FIND OR UNDERSTAND. SAIL STAFF SPENT TIME COLLABORATING, EDUCATING, ADVOCATING, NETWORKING AND PROVIDING INFORMATION TO THE COMMUNITY DURING 19,277 HOURS IN RELATION TO ACCESSIBILITY, ASSISTIVE TECHNOLOGY, EDUCATION, EMPLOYMENT, HEALTH CARE, HOUSING, RECREATION, ONGOING COMMUNITY SUPPORTS AND RESOURCE DEVELOPMENT. INDIVIDUAL SERVICES: SAIL SERVED PERSONS WITH DISABILITIES IN THE 15 COUNTIES OF THE U.P. WITH THEIR INDIVIDUAL INDEPENDENT LIVING SKILLS. FOCUSED ON PERSON-CENTERED PLANNING, SAIL STAFF SERVED 575 INDIVIDUALS WITH AN INDEPENDENT LIVING PLAN PROVIDING 2,523 INDIVIDUAL SERVICES BASED ON THE SPECIFIC NEEDS AND DESIRES OF THE INDIVIDUALS. INFORMATION AND REFERRAL: SAIL PROVIDED 1,132 INDIVIDUALS IN THE COMMUNITY WITH INFORMATION AND REFERRAL SERVICES IN THE FOLLOWING AREAS: EDUCATION, ACCESSIBILITY, ASSISTIVE TECHNOLOGY, EMPLOYMENT, RELOCATION, HOUSING, HEALTHCARE, TRANSPORTATION, RECREATION AND ONGOING COMMUNITY SUPPORTS. THIS PROVIDED THEM WITH OR GUIDED THEM TOWARDS THE APPROPRIATE RESOURCES FOR THEIR INQUIRY.Expenses $1,422,896
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | Not on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 38-3363721
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $2,256,968
- Income (IRS master file)
- $1,994,360
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2024 | $1,994,360 | $1,766,480 | $2,256,968 | XML |
| 990 | September 2023 | $1,780,597 | $1,574,017 | $1,193,129 | XML |
| 990 | September 2022 | $1,678,387 | $1,747,410 | $1,030,692 | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3363721).
Questions about SUPERIOR ALLIANCE FOR INDEPENDENT LIVING
- What is the EIN of SUPERIOR ALLIANCE FOR INDEPENDENT LIVING?
- The employer identification number (EIN) of SUPERIOR ALLIANCE FOR INDEPENDENT LIVING is 38-3363721.
- Is SUPERIOR ALLIANCE FOR INDEPENDENT LIVING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SUPERIOR ALLIANCE FOR INDEPENDENT LIVING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUPERIOR ALLIANCE FOR INDEPENDENT LIVING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUPERIOR ALLIANCE FOR INDEPENDENT LIVING due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUPERIOR ALLIANCE FOR INDEPENDENT LIVING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2024.
- Who is the principal officer of SUPERIOR ALLIANCE FOR INDEPENDENT LIVING?
- The 990 for the year ended September 30, 2024 names JUDY ROSEMERGY.
- Who are the officers and directors of SUPERIOR ALLIANCE FOR INDEPENDENT LIVING?
- The 990 for the year ended September 30, 2024 lists 11 people; 1 received compensation from the organization, the highest $81,966 (JULIE SHAW, EXECUTIVE DI).
- How much revenue does SUPERIOR ALLIANCE FOR INDEPENDENT LIVING have?
- On its 990 for the year ended September 30, 2024 it reported revenue of $1,994,360, expenses of $1,766,480 and total assets of $2,256,968 at year end.
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