COMMUNITY FOUNDATION OF MONROE COUNTY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF MONROE COUNTY (EIN 38-2236628)
Tax period
2023-04-01 to 2024-03-31
Filed
2024-08-21
IRS object ID
202412349349301031
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-21T15:27:43-04:00ReturnTs
Tax Period End2024-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381335762PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALKINS HEHL RAFKO CPA'S PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 SOUTH MONROEAddressLine1Txt
CityMONROECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48161ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382236628EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF MONROEBusinessNameLine1Txt
Business Name Line2COUNTYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone7342421976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 WASHINGTON STREETAddressLine1Txt
CityMONROECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48161ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN RUSSEAUPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7342421976PhoneNum
Signature2024-08-20SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH D RAFKOPreparerPersonNm
PTINP01335820PTIN
Phone7342417200PhoneNum
Preparation2024-08-20PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHLEEN RUSSEAUPrincipalOfficerNm
Gross Receipts$5,875,456GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCFMONROE.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscNONPROFITOtherOrganizationDsc
Formation1976FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionWE INVEST ON A BETTER FUTURE FOR OUR COMMUNITY WHERE EVERYONE HAS AN OPPORTUNITY TO THRIVEActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$497,948PYContributionsGrantsAmt
CY Contributions Grants$267,698CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$955,575PYInvestmentIncomeAmt
CY Investment Income$1,979,772CYInvestmentIncomeAmt
PY Other Revenue$198,392PYOtherRevenueAmt
CY Other Revenue$217,709CYOtherRevenueAmt
PY Total Revenue-$259,235PYTotalRevenueAmt
CY Total Revenue$2,465,179CYTotalRevenueAmt
PY Grants And Similar Paid$529,520PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$469,455CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$195,358PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$222,540CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$56,215CYTotalFundraisingExpenseAmt
PY Other Expenses$345,893PYOtherExpensesAmt
CY Other Expenses$362,977CYOtherExpensesAmt
PY Total Expenses$1,070,771PYTotalExpensesAmt
CY Total Expenses$1,054,972CYTotalExpensesAmt
PY Revenues Less Expenses-$1,330,006PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,410,207CYRevenuesLessExpensesAmt
Total Assets BOY$13,941,620TotalAssetsBOYAmt
Total Assets EOY$16,158,559TotalAssetsEOYAmt
Total Liabilities BOY$765,415TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,572,147TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,176,205NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,586,412NetAssetsOrFundBalancesEOYAmt
MissionWE STRIVE TO SUCCESSFULLY FULFILL OUR MISSION BY COMMITTING TO THE FOLLOWING VALUES: STEWARDSHIP, LOCAL IMPACT, COMMUNITY PARTNERSHIP, INCLUSION, AND LEGACY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$289,985ExpenseAmt
Grant$172,128GrantAmt
DescPROVIDE SCHOLARSHIP OPPORTUNITIES FOR INDIVIDUALS TO FURTHER THEIR EDUCATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$297,327ExpenseAmt
Grant$297,327GrantAmt
DescATS, EDUCATION, YOUTH PROGRAMS, ENVIRONMENT, CULTURE, PUBLIC ACTIVITIES IN MONROE COUNTY MI AND PROFESSIONAL FEESDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescN/ADesc
FieldValueIRS element (for citing)
Total Program Service Expenses$587,312TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF MONROE COBusinessNameLine1Txt
Business Name Line2COMMUNITY FOUNDATION OF MONROE COBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone7342421976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 WASHINGTON STREET SUITE AAddressLine1Txt
CityMONROECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48161ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BARRY BUSCHMANN
TRUSTEE1.00Yes (X)$0$0$0
SR MARGARET GAFFNEY
TRUSTEE1.00Yes (X)$0$0$0
EDDIE HARWOOD
TRUSTEE1.00Yes (X)$0$0$0
RICHARD KENNY
TRUSTEE1.00Yes (X)$0$0$0
BARRY KINSEY
TRUSTEE1.00Yes (X)$0$0$0
STACEY MCCOY
TRUSTEE1.00Yes (X)$0$0$0
ADELAIDE PASCARIS
TRUSTEE1.00Yes (X)$0$0$0
ERIC PEACOCK
TRUSTEE1.00Yes (X)$0$0$0
TODD SCHULTZ
TRUSTEE1.00Yes (X)$0$0$0
CARL SHULTZ
TRUSTEE1.00Yes (X)$0$0$0
DAVID UHL
TRUSTEE1.00Yes (X)$0$0$0
MARIA ZAGORSKI
TRUSTEE1.00Yes (X)$0$0$0
AMY ZANGARA
TRUSTEE1.00Yes (X)$0$0$0
DEB DUSHANE
SECRETARY2.00$0$0$0Yes (X)
KEITH MASSERANT
PRESIDENT3.00$0$0$0Yes (X)
RYAN THOMPSON
TREASURER2.00$0$0$0Yes (X)
SUSAN VANISACKER
VICE PRESIDE1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$267,698AllOtherContributionsAmt
Total Contributions$267,698TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$421,814TotalRevenueColumnAmt
Exclusion$421,814ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,968,235SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,410,277SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,557,958SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,557,958TotalRevenueColumnAmt
Related Or Exempt Func Income$1,557,958RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMINISTRATION FEES - ENDOWME$179,598$179,598
GRANT INCOME$20,500$20,500
ADMINIST. FEES-SPECIAL PROJEC$17,611$17,611
FieldValueIRS element (for citing)
Other Revenue Total$217,709OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,465,179TotalRevenueColumnAmt
Related Or Exempt Func Income$1,775,667RelatedOrExemptFuncIncomeAmt
Exclusion$421,814ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$297,327TotalAmt
Program Services$297,327ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$172,128TotalAmt
Program Services$172,128ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$191,125TotalAmt
Program Services$101,220ProgramServicesAmt
Management And General$45,869ManagementAndGeneralAmt
Fundraising$44,036FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,794TotalAmt
Program Services$8,894ProgramServicesAmt
Management And General$4,031ManagementAndGeneralAmt
Fundraising$3,869FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,621TotalAmt
Program Services$7,743ProgramServicesAmt
Management And General$3,509ManagementAndGeneralAmt
Fundraising$3,369FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,058TotalAmt
Management And General$10,058ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$287,550TotalAmt
Management And General$287,550ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$998TotalAmt
Management And General$998ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,486TotalAmt
Management And General$9,545ManagementAndGeneralAmt
Fundraising$4,941FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$24,419TotalAmt
Management And General$24,419ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,400TotalAmt
Management And General$12,400ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$913TotalAmt
Management And General$913ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$198TotalAmt
Management And General$198ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,323TotalAmt
Management And General$3,323ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,631TotalAmt
Management And General$5,631ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
TELEPHONE$2,600$2,600
MEALS & ENTERTAINMENT$346$346
LICENSES, FEES, PERMITS$55$55

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,054,972TotalAmt
Program Services$587,312ProgramServicesAmt
Management And General$411,445ManagementAndGeneralAmt
Fundraising$56,215FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,140,316BOYAmt
EOY$558,239EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,687BOYAmt
EOY$5,746EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$46,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$32,677LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,695BOYAmt
EOY$13,323EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,795,922BOYAmt
EOY$15,581,251EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,941,620BOYAmt
EOY$16,158,559EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$4,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$530,500BOYAmt
EOY$1,260,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$234,915BOYAmt
EOY$308,147EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$765,415BOYAmt
EOY$1,572,147EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,176,205BOYAmt
EOY$14,586,412EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,176,205BOYAmt
EOY$14,586,412EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,941,620BOYAmt
EOY$16,158,559EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,410,207ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$543,995CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$823,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,866,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$497,948CurrentTaxYearMinus1YearAmt
Current Tax Year$267,698CurrentTaxYearAmt
Total$5,999,049TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$543,995CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$823,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,866,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$497,948CurrentTaxYearMinus1YearAmt
Current Tax Year$267,698CurrentTaxYearAmt
Total$5,999,049TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,999,049PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$278,147CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$233,198CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$381,012CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$315,947CurrentTaxYearMinus1YearAmt
Current Tax Year$421,814CurrentTaxYearAmt
Total$1,630,118TotalAmt
FieldValueIRS element (for citing)
Total Support$7,629,167TotalSupportAmt
Gross Receipts Rltd Activities$1,500,656GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78630PublicSupportCY170Pct
Public Support PY1700.81520PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held2DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY$25,994DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,634,043BeginningYearBalanceAmt
Contributions$229,045ContributionsAmt
Investment Earnings Or Losses$1,882,456InvestmentEarningsOrLossesAmt
Grants Or Scholarships$441,454GrantsOrScholarshipsAmt
Administrative Expenses$274,446AdministrativeExpensesAmt
End Year Balance$14,029,644EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,911,454BeginningYearBalanceAmt
Contributions$424,636ContributionsAmt
Investment Earnings Or Losses-$922,771InvestmentEarningsOrLossesAmt
Grants Or Scholarships$513,520GrantsOrScholarshipsAmt
Administrative Expenses$265,756AdministrativeExpensesAmt
End Year Balance$12,634,043EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,754,179BeginningYearBalanceAmt
Contributions$3,463,512ContributionsAmt
Investment Earnings Or Losses$382,749InvestmentEarningsOrLossesAmt
Grants Or Scholarships$458,446GrantsOrScholarshipsAmt
Administrative Expenses$230,540AdministrativeExpensesAmt
End Year Balance$13,715,211EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,907,576BeginningYearBalanceAmt
Contributions$494,333ContributionsAmt
Investment Earnings Or Losses$2,661,849InvestmentEarningsOrLossesAmt
Grants Or Scholarships$413,042GrantsOrScholarshipsAmt
Administrative Expenses$137,858AdministrativeExpensesAmt
End Year Balance$10,754,179EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,619,274BeginningYearBalanceAmt
Contributions$150,072ContributionsAmt
Investment Earnings Or Losses-$854,356InvestmentEarningsOrLossesAmt
Grants Or Scholarships$218,636GrantsOrScholarshipsAmt
Administrative Expenses$131,259AdministrativeExpensesAmt
End Year Balance$7,907,576EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.96180PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03820TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,000OtherCostOrOtherBasisAmt
Depreciation$32,677DepreciationAmt
Book Value$13,323BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,323TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONS HELD FOR OTHERSDesc
Amt$308,147Amt
FieldValueIRS element (for citing)
Total Liability$308,147TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,465,179TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$2,465,179RevenueSubtotalAmt
Total Revenue Per Form990$2,465,179TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,054,972TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,054,972ExpensesSubtotalAmt
Total Expenses Per Form990$1,054,972TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MOVING MILAN FORWARD
MOVING MILAN FORWARDPO BOX 114PO BOX 114MILANMI48160$40,000TOLAN SQUARE IMPROVE
MILAN AREA SCHOOLS
MILAN AREA SCHOOLS100 BIG RED DRIVE100 BIG RED DRIVEMILANMI48160$5,553ELEMENTARY BOOKS
AID IN MILAN
AID IN MILAN89 W MAIN ST89 W MAIN STMILANMI48160$15,000HEALTH/SAFETY EQUIP
WASHTENAW AREA COUNCIL FOR CHILDREN
WASHTENAW AREA COUNCIL FOR CHILDREN3075 W CLARK RD SUITE 1103075 W CLARK RD SUITE 110YPSILANTIMI48197$6,500BODY SAFETY
MONROE PUENTE - MONROE CITY CHURCH
MONROE CITY CHURCH2121 N MONROE ST SUITE 4202121 N MONROE ST SUIT 420MONROEMI48162$10,000TRANSLATION SERVICES
BEDFORD PUBLIC SCHOOLS
BEDFORD PUBLIC SCHOOLS1623 W STERNS RD1623 W STERNS RDTEMPERANCEMI48182$18,800MUSIC EQUIPMENT
RIVER RAISIN CENTRE FOR THE ARTS
RIVER RAISIN CENTRE FOR THE ARTS114 S MONROE ST114 S MONROE STMONROEMI48161$12,000
MILAN AREA SCHOOLS - SYMONS PTO
MILAN AREA SCHOOLS - SYMONS PTO432 PLATT RD432 PLATT RDMILANMI48160$7,000FINE ARTS PROGRAM
KNIGHTS OF COLUMBUS COUNCIL 7587
KNIGHTS OF COLUMBUS COUNCIL 7587420 NORTH ST420 NORTH STMILANMI48160$6,750SENIOR NUTRITION
MILAN SENIORS FOR HEALTHY LIVING
MILAN SENIORS FOR HEALTHY LIVING45 NECKEL CT45 NECKEL CTMILANMI48160$7,000BINGO EQUIPMENT
MILAN HIGH SCHOOL TECH PROGRAM
MILAN HIGH SCHOOL TECH PROGRAM200 BIG RED DR200 BIG RED DRIVEMILANMI48160$13,800TECH EQUIPMENT
MOBILITY WORLDWIDE SALINE
MOBILITY WORLDWIDE SALINE7055 STONEY CREED RD7055 STONEY CREEK RDYPSILANTIMI48197$7,500SKILL BUILDING
MILAN MIDDLE SCHOOL CODE RED ROBOTI
MILAN MIDDLE SCHOOL ROBOTICS920 NORTH ST920 NORTH STMILANMI48160$8,000EQUIPMENT UPGRADES
GIRLS ON THE RUN
GIRLS ON THE RUN920 NOTH ST920 NORTH STMILANMI48160$25,000LIFE SKILLS BUILDING
CENTER FOR HEALTH AGING
CENTER FOR HEALTHY AGEING15275 S DIXIE HWY15275 S DIXIE HWYMONROEMI48160$9,575HEALTH TEST PROGRAM
CHILD ADVOCACY NETWORK COUNCIL
CHILD ADVOCACY NETWORK9 WASHIGTON ST9 WASHINGTON STMONROEMI48166$20,000CHILD SAFETY
PROMEDICA
PROMEDICA718 N MACOMB ST718 N MONROE STMONROEMI48162$8,000PREGNANCY PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPGrantTypeTxt
Cash Grant$172,128CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990PART I, ITEM K, OTHER ORGANIZATION TYPE: COMMUNITY FOUNDATION
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD OF DIRECTORS AND FINANCE COMMITTEE REVIEW THE 990 PRIOR TO FILING
FORM 990, PAGE 6, PART VI, LINE 12CYES
FORM 990, PAGE 6, PART VI, LINE 15AEXECUTIVE DIRECTOR & STAFF COMPENSATION IS BASED ON COMPARABLE DATA FROM CMF
FORM 990, PAGE 6, PART VI, LINE 15BTHE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS ARE INVOLVED
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.