2024-02-02T14:50:22-06:00 2023-03-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2022-04-01 386263347 COUNCIL OF MICHIGAN FOUNDATIONS COUN 6168427080 3101 EAST GRAND BLVD 300 DETROIT MI 48202 KYLE CALDWELL PRESIDENT & CEO 6168427080 2024-02-02 1 KYLE CALDWELL 999009999 1 BRANDY L MIKULA CPA P00645694 5173237500 2024-01-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X KYLE CALDWELL 3101 EAST GRAND BLVD 300 DETROIT MI 48202 8486754 0 X WWW.MICHIGANFOUNDATIONS.ORG X 1975 MI TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 22 21 35 315 35200 22203 5251048 4848233 1866140 2236981 594076 -1339032 5371 17750 7716635 5763932 1856505 1224819 0 0 3750272 3577927 0 0 126212 2161617 2986002 7768394 7788748 -51759 -2024816 40445631 38292746 1772000 1709289 38673631 36583457 X TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 0 0 3785118 581319 2219531 AS A MEMBERSHIP ASSOCIATION OF FOUNDATIONS & CORPORATE GIVING PROGRAMS, CMF PROVIDES RESOURCES TO MEMBERS THROUGH ITS WEBSITE, SEMINARS, CONFERENCES AND PUBLICATIONS. CMF IS ACTIVELY INVOLVED IN ADVOCACY ON BEHALF OF FOUNDATIONS & CORPORATE GIVING PROGRAMS REGARDING LEGISLATIVE & REGULATORY ISSUES THAT AFFECT CHARITABLE GIVING & THE NONPROFIT SECTOR. 1045865 118500 CMF HAS AN OFFICE IN LANSING THAT WORKS DIRECTLY WITH THE GOVERNOR OF MICHIGAN. THE OFFICE OF FOUNDATION LIAISON WAS ESTABLISHED IN 2003 TO MANAGE STRATEGIC PARTNERSHIPS BETWEEN FOUNDATIONS AND STATE GOVERNMENT TO IMPROVE THE LIVES OF MICHIGAN CITIZENS. FUNDED BY FOUNDATIONS, THE OFFICE OF THREE STAFF IS LOCATED IN LANSING WITH DIRECT ACCESS TO THE GOVERNOR. 746592 175000 LAUNCH MICHIGAN IS A BI-PARTISAN, MULTI-SECTOR ORGANIZATION FORMED FOR THE PURPOSE OF IMPROVING EDUCATIONAL OUTCOMES FOR EVERY STUDENT AND EVERY SCHOOL IN THE STATE OF MICHIGAN. CMF WAS THE FISCAL SPONSOR OF LAUNCH MICHIGAN. IN LATE 2022, LAUNCH MICHIGAN BECAME ITS OWN 501 (C)(3) ENTITY. 598817 350000 IN 2021, CMF LAUNCHED THE STATEWIDE EQUITY FUND TO ALLOW MEMBERS TO HAVE COLLABORATIVE OPPORTUNITIES TO STRATEGICALLY POOL RESOURCES TOWARD SYSTEMIC EQUITY-CENTERED APPROACHES TO ADDRESS SHORT-TERM, INTERMEDIATE AND LONG-TERM INEQUITIES IN MICHIGAN. 395417 CMF, IN PARTNERSHIP WITH SEVERAL MEMBERS, HAS DEVELOPED A TWO-YEAR FELLOWSHIP PROGRAM TO INTRODUCE RECENT DIVERSE COLLEGE GRADUATES TO THE FIELD OF PHILANTHROPY, WITH THE LONG-TERM GOAL OF INCREASING THE DIVERSITY OF FOUNDATION STAFF. UNDER THIS PROGRAM, FELLOWS WORK APPROXIMATELY FOUR DAYS PER WEEK WITH MEMBER FOUNDATIONS AND ONE DAY PER WEEK WITH CMF. 994234 350000 6571809 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 1 35 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X RANDY VAN ANTWERP 6168427080 3101 EAST GRAND BLVD 300 DETROIT MI 48202 KYLE CALDWELL PRESIDENT/CEO 45.00 X X 272607 0 49406 ADAM ZEMKE LAUNCH MICHIGAN EXECUTIVE DIRECTOR 45.00 X 190585 0 27509 REGINA BELL CHIEF POLICY OFFICER 45.00 X 186349 0 28858 RANDY VAN ANTWERP CFO/COO 45.00 X 171365 0 42530 BRIDGET MCGUIGGAN CHIEF STRATEGY OFFICER 45.00 X 151697 0 30057 WILLIAM CORKILL SENIOR DIRECTOR OF IT 45.00 X 150047 0 24578 DANA LINNANE DIRECTOR OF RESEARCH AND PLANNING 45.00 X 147729 0 37676 OLIVIA ARNOLD TRUSTEE 1.00 X 0 0 0 MAHA FREIJ TRUSTEE 1.00 X 0 0 0 DAVID EGNER TRUSTEE 1.00 X 0 0 0 JENNIFER POTEAT TRUSTEE 1.00 X 0 0 0 MARGO PERNICK TRUSTEE 1.00 X 0 0 0 RIDGWAY WHITE TRUSTEE 1.00 X 0 0 0 LIZABETH ARDISANA TRUSTEE 1.00 X 0 0 0 CAMILLE GERVILLE-REACHE TRUSTEE 1.00 X 0 0 0 PUNITA DANI THURMAN TRUSTEE 1.00 X 0 0 0 WENDY JACKSON TRUSTEE 1.00 X 0 0 0 MEGAN JOHNSTON TRUSTEE 1.00 X 0 0 0 DARIN MCKEEVER TRUSTEE 1.00 X 0 0 0 DONNA NIESTER TRUSTEE 1.00 X 0 0 0 JONATHAN AARON TRUSTEE (ENDED 11/22) 1.00 X 0 0 0 PAUL HILLEGONDS TRUSTEE (ENDED 11/22) 1.00 X 0 0 0 SARA MORLEY LACROIX TRUSTEE (ENDED 11/22) 1.00 X 0 0 0 KATHLEEN BUSHNELL OWSLEY VICE CHAIR (ENDED 11/22) 1.00 X X 0 0 0 CAROLINE ALTMAN SMITH VICE CHAIR (ENDED 11/22) 1.00 X X 0 0 0 HOLLI SEABURY TRUSTEE/VICE CHAIR 1.00 X X 0 0 0 FAYE ALEXANDER NELSON TRUSTEE/VICE CHAIR 1.00 X X 0 0 0 JENEE VELASQUEZ VICE CHAIR 1.00 X X 0 0 0 ISAIAH OLIVER VICE CHAIR 1.00 X X 0 0 0 RENEE JOHNSTON SECRETARY 1.00 X X 0 0 0 VINCENT TILFORD TREASURER 1.00 X X 0 0 0 DAVE MENGEBIER TRUSTEE/CHAIR-ELECT 1.00 X X 0 0 0 MELANCA CLARK CHAIR-ELECT/CHAIR 2.00 X X 0 0 0 LYNNETTE FERRELL CHAIR (ENDED 11/22) 2.00 X X 0 0 0 1270379 0 240614 8 0 1 0 ARABELLA ADVISORS 1201 CONNECTICUT AVE NW STE 300 WASHINGTON DC 20036 CONSULTING SERVICES 225000 AMWAY GRAND PLAZA 187 MONROE AVE NW GRAND RAPIDS MI 49503 ANNUAL CONFERENCE SUPPORT 203680 CITIZENS RESEARCH COUNCIL OF MICHIGAN 38777 W SIX MILE RD STE 208 LIVONIA MI 48152 RESEARCH SERVICES 200000 PUBLIC POLICY ASSOCIATES 119 PERE MARQUETTE DRIVE SUITE 1C LANSING MI 48912 PROJECT MANAGEMENT SERVICES 164877 UNITED PHILANTHROPY FORUM 1029 19TH ST NW STE 360 WASHINGTON DC 20036 CONSULTING SERVICES 136595 9 4848233 4848233 MEMBERSHIP DUES 900099 1724500 1724500 CONFERENCE INCOME 900099 493415 493415 WEBSITE SERVICES 516210 15350 15350 JOB POSTINGS & SPONSORSHIPS 516210 2100 2100 OTHER INCOME 900099 1616 1616 2236981 419221 419221 964569 2722822 -1758253 -1758253 -1758253 UBI PRIVATE EQUITY INVESTMENTS 900099 17750 17750 17750 5763932 2219531 35200 -1339032 X 1224819 1224819 561911 409558 135248 17105 2382700 1736667 573499 72534 200915 146440 48359 6116 252143 183778 60689 7676 180258 131384 43387 5487 99841 96847 2994 15850 15850 81749 81749 9207 9207 1618815 1616665 2150 42964 28750 12618 1596 101344 72901 25250 3193 40127 28822 10036 1269 203398 152867 44858 5673 539139 539139 58490 34981 20870 2639 COMMUNICATIONS 64763 61583 2823 357 DUES 64101 42959 18768 2374 TELECOMMUNICATIONS 46214 27639 16489 2086 OVERHEAD CHARGED TO SPE 0 36010 -31967 -4043 7788748 6571809 1090727 126212 5075933 5879493 1628153 1621561 2277119 1821764 180392 121292 804715 680557 91672 124158 31192362 28684024 0 40454 40445631 38292746 240270 126948 225000 1204850 1468925 101880 113416 1772000 1709289 X 16781799 15923693 21891832 20659764 38673631 36583457 40445631 38292746 -2024816 -245778 180420 0 X 0 1 X 1 0 X 4870970 5988750 2991302 5251048 4848233 23950303 30000 30000 30000 30000 30000 150000 4900970 6018750 3021302 5281048 4878233 24100303 14785283 9315020 487051 237909 250961 346581 419221 1741723 31776 27199 19591 18473 23203 120242 25962268 8674413 0.35880 0.37060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 81749 81749 7706999 7788748 539437 134859 0 0 546640 524754 538420 539437 2149251 3223877 195657 60973 70190 81749 408569 136660 131189 134605 134859 537313 805970 31736198 41329 -1628694 1211507 28937326 32131310 44011 701141 1140264 31736198 21340763 12265 8045853 954315 28444566 22382067 1357280 -1488260 910324 21340763 21675940 1419073 117651 150189 680408 22382067 0.45000 0.55000 0 0 19597 10777 8820 62058 56322 5736 723060 613458 109602 124158 ACCRUED PAYROLL & TAXES 113174 MISC 242 113416 X 5689367 -245778 180420 -65358 5754725 9207 9207 5763932 7779541 0 7779541 9207 9207 7788748 PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF 3 TO 4 YEARS 1 CHARLES STEWART MOTT FOUNDATION 503 S SAGINAW ST STE 1200 MOTT FOUNDATION BUILDING FLINT MI 48502 381211227 501(C)(3) 158000 0 OFFICE OF THE FOUNDATION LIAISON SUPPORT ANN ARBOR AREA COMMUNITY FOUNDATION 301 N MAIN ST STE 300 ANN ARBOR MI 48104 386087967 501(C)(3) 102250 0 STATE EQUITY FUND PILOT GRANT AND OTHER COMMUNITY FOUNDATION MARQUETTE COUNTY PO BOX 37 228 W WASHINGTON ST SUITE 6 MARQUETTE MI 49855 382826563 501(C)(3) 162000 0 STATE EQUITY FUND INNOVATION GRANT AND OTHER COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 333 W FORT ST SUITE 2010A DETROIT MI 48226 382530980 501(C)(3) 100000 0 STATE EQUITY FUND PILOT GRANT CHIPPEWA COUNTY COMMUNITY FOUNDATION 511 ASHMUN ST STE 200 PO BOX 1979 SAULT STE MARIE MI 49783 912136414 501(C)(3) 6400 0 CCCF FUNDING REQUEST DICKINSON AREA COMMUNITY FOUNDATION 333 S STEPHENSON AVE STE 1 IRON MOUNTAIN MI 49801 472949106 501(C)(3) 10000 0 DICKINSON COUNTY CF ENDOWMENT GRATIOT COUNTY COMMUNITY FOUNDATION PO BOX 248 ITHACA MI 48847 383087756 501(C)(3) 5899 0 GRATIOT CF ENDOWMENT AND SCHOLARSHIP FOR NATIONAL CONFERENCE LAUNCH MICHIGAN 119 PERE MARQUETTE DRIVE STE 1 LANSING MI 48912 920358917 501(C)(3) 175000 0 LAUNCH MI FUNDING COMMUNITY FOUNDATION FOR OCEANA COUNTY PO BOX 902 PENTWATER MI 49449 831970895 501(C)(3) 11250 0 TRIVEPOP AND OTHER TIDES CENTER 1012 TORNEY AVE SAN FRANCISCO CA 94129 943213100 501(C)(3) 440000 0 TO MANAGE PROGRAM PROJECTS 8 0 PART I, LINE 2: GRANTEES ARE REQUIRED TO SIGN A GRANT AGREEMENT DOCUMENT INDICATING FUNDS ARE ONLY TO BE USED FOR THE CHARITABLE PURPOSE NOTED IN THE AWARD LETTER. GRANTEES ARE ALSO REQUIRED TO PROVIDE A REPORT AT THE END OF THE GRANT PERIOD ON HOW THE FUNDS WERE ACTUALLY USED. X X X X 0 0 0 0 0 0 0 0 0 KYLE CALDWELL PRESIDENT/CEO 272607 0 0 0 0 0 26527 0 22879 0 322013 0 0 0 ADAM ZEMKE LAUNCH MICHIGAN EXECUTIVE DIRECTOR 190585 0 0 0 0 0 19059 0 8450 0 218094 0 0 0 REGINA BELL CHIEF POLICY OFFICER 186349 0 0 0 0 0 18486 0 10372 0 215207 0 0 0 RANDY VAN ANTWERP CFO/COO 171365 0 0 0 0 0 17137 0 25393 0 213895 0 0 0 BRIDGET MCGUIGGAN CHIEF STRATEGY OFFICER 151697 0 0 0 0 0 15170 0 14887 0 181754 0 0 0 WILLIAM CORKILL SENIOR DIRECTOR OF IT 150047 0 0 0 0 0 15005 0 9573 0 174625 0 0 0 DANA LINNANE DIRECTOR OF RESEARCH AND PLANNING 147729 0 0 0 0 0 14773 0 22903 0 185405 0 0 0 PART I, LINE 3 IN OCTOBER 2021 CMF HIRED A FIRM TO CONDUCT A COMPENSATION ANALYSIS OF THE VARIOUS STAFF POSITIONS THAT WAS COMPLETED IN EARLY 2022. THIS STUDY DEVELOPED SKILL LEVELS WHICH ARE BEING USED TO SET COMPENSATION LEVELS WHEN HIRING NEW EMPLOYEES, PROMOTING AND PROVIDING MERIT INCREASES FOR EXISTING EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATIONS OR INDIVIDUALS THAT ARE MEMBERS OF CMF ARE VOTING MEMBERS FOR THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF CMF ANNUALLY ELECT NEW TRUSTEES TO THE CMF BOARD. FORM 990, PART VI, SECTION A, LINE 7B ANNUALLY THE MEMBERS ELECT NEW TRUSTEES TO THE CMF BOARD. FORM 990, PART VI, SECTION B, LINE 11B ANNUALLY THE CMF BOARD RECEIVES A COPY OF THE FORM 990 PRIOR TO FILING, WITH A MEMO FROM THE CFO HIGHLIGHTING KEY INFORMATION IN THE FORM. TRUSTEES ARE INSTRUCTED TO CONTACT THE CFO IF THEY HAVE ANY COMMENTS OR QUESTIONS ABOUT INFORMATION IN THE FORM. THE CMF AUDIT COMMITTEE ALSO RECEIVES A COPY OF THE 990 THAT THEY REVIEW AT THEIR QUARTERLY MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY TRUSTEES AND EMPLOYEES ARE REQUIRED TO FILL OUT THE CONFLICT OF INTEREST QUESTIONNAIRE. IF ANY POSSIBLE CONFLICT WAS NOTED, CMF LEGAL COUNSEL WOULD BE CONTACTED REGARDING STEPS NECESSARY TO ADDRESS THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 IN APRIL 2018, CMF HIRED A FIRM TO CONDUCT A COMPENSATION ANALYSIS OF STAFF THAT WAS COMPLETED IN OCTOBER 2018. THIS STUDY DEVELOPED SKILL LEVELS WHICH ARE BEING USED TO SET COMPENSATION LEVELS WHEN HIRING NEW EMPLOYEES AND PROMOTING EXISTING ONES. FORM 990, PART VI, SECTION C, LINE 19 CMF'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. CMF'S ANNUAL AUDIT IS AVAILABLE ON OUR WEBSITE AT WWW.MICHIGANFOUNDATIONS.ORG FORM 990, PART IX, LINE 11G MISC PROGRAM SUPPORT: PROGRAM SERVICE EXPENSES 1,616,665. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,150. TOTAL EXPENSES 1,618,815. COUNCIL OF MICHIGAN FOUNDATIONS SUPPORTING ORGANIZATION 3101 EAST GRAND BLVD STE 300 DETROIT MI 48202 383151591 SUPPORT COLLABORATIVE RESPONSES BY MICHIGAN'S FOUNDATION COMMMUNITY MI 501C3 LINE 12, TYPE I COUNCIL OF MICHIGAN FOUNDATIONS 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0