2023-02-07T09:10:26-06:00 2022-03-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2021-04-01 386263347 COUNCIL OF MICHIGAN FOUNDATIONS COUN 6168427080 125 OTTAWA AVE NW 437 GRAND RAPIDS MI 49503 KYLE CALDWELL PRESIDENT & CEO 6168427080 2023-02-06 1 KYLE CALDWELL 999009999 BRANDY L MIKULA CPA P00645694 5173237500 2023-02-07 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X KYLE CALDWELL 125 OTTAWA AVE NW 437 GRAND RAPIDS MI 49503 7771660 0 X WWW.MICHIGANFOUNDATIONS.ORG X 1975 MI TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 24 23 37 230 30271 17473 2991302 5251048 2184485 1866140 260036 594076 11090 5371 5446913 7716635 1338103 1856505 0 0 3898636 3750272 0 0 117182 2258350 2161617 7495089 7768394 -2048176 -51759 36730384 40445631 2364019 1772000 34366365 38673631 X TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 0 0 5043107 1373505 379978 AS A MEMBERSHIP ASSOCIATION OF FOUNDATIONS, CMF PROVIDES RESOURCES TO MEMBERS THROUGH ITS WEBSITE, SEMINARS, LEADERSHIP AND PUBLICATIONS. CMF IS ACTIVELY INVOLVED IN ADVOCACY ON BEHALF OF MICHIGAN PHILANTHROPY REGARDING LEGISLATIVE & REGULATORY ISSUES THAT AFFECT CHARITABLE GIVING & THE NONPROFIT SECTOR. 569492 1139258 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. 524434 325000 LAUNCHED IN 2016 BY THE W.K. KELLOGG FOUNDATION, TRUTH, RACIAL HEALING & TRANSFORMATION (TRHT) IS A COMPREHENSIVE, NATIONAL AND COMMUNITY-BASED PROCESS TO PLAN FOR AND BRING ABOUT TRANSFORMATIONAL AND SUSTAINABLE CHANGE, AND TO ADDRESS THE HISTORIC AND CONTEMPORARY EFFECTS OF RACISM. IT SEEKS TO UNEARTH AND JETTISON THE DEEPLY HELD, AND OFTEN UNCONSCIOUS, BELIEFS CREATED BY RACISM, THE MAIN ONE BEING THE BELIEF IN A HIERARCHY OF HUMAN VALUE. LED BY CMF, THE PROJECT IN MICHIGAN FOCUSES ON THE COMMUNITIES OF FLINT, LANSING, KALAMAZOO AND BATTLE CREEK. 489383 158000 322004 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 MICHIGAN PHILANTHROPY 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 AND ADMINISTRATION. 489383 158000 322004 6626416 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 48 0 1 37 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 23 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 125 OTTAWA AVE NW 437 GRAND RAPIDS MI 49503 KYLE CALDWELL PRESIDENT/CEO 45.00 X X 281863 0 43992 RANDY VAN ANTWERP CFO 45.00 X 156755 0 33174 WILLIAM CORKILL SENIOR VP, IT & MEMBERSHIP 45.00 X 149561 0 25060 REGINA BELL DIRECTOR OF GOVERNMENT REL 45.00 X 184958 0 25826 ADAM ZEMKE LAUNCH MICHIGAN PRESIDENT 45.00 X 178017 0 26833 LINDSAY CASE-PALSROK LAUNCH MICHIGAN EXECUTIVE 45.00 X 148666 0 24974 BRIDGET MCGUIGGAN CHIEF STRATEGY OFFICER 45.00 X 155793 0 25190 HOLLI SEABURY TRUSTEE 1.00 X 0 0 0 FAYE ALEXANDER NELSON TRUSTEE 1.00 X 0 0 0 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 JONATHAN AARON 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 PAUL HILLEGONDS TRUSTEE 1.00 X 0 0 0 DAVE MENGEBIER 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 SARA MORLEY LACROIX TRUSTEE 1.00 X 0 0 0 RENEE JOHNSTON SECRETARY 1.00 X X 0 0 0 VINCENT TILFORD TREASURER 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 KATHLEEN BUSHNELL OWSLEY VICE CHAIR 1.00 X X 0 0 0 CAROLINE ALTMAN SMITH VICE CHAIR 1.00 X X 0 0 0 MELANCA CLARK CHAIR-ELECT 2.00 X X 0 0 0 LYNNETTE FERRELL CHAIR 2.00 X X 0 0 0 1255613 0 205049 11 0 1 0 OPPORTUNITY LABS FOUNDATION 630 PARK AVE BRIELLE NJ 08730 STRATEGIC PLANNING 250000 DESTINATION CONSULTANTS 220 LYON STREET NE SUITE 212 GRAND RAPIDS MI 49503 ANNUAL CONFERENCE SUPPORT 137051 URBAN SWIRSKI & ASSOCIATES 2001 L STREET NW SUITE 500 WASHINGTON DC 20036 LOBBYING AND ADVOCACY SERVICES 121014 DOROTHY A JOHNSON CENTER FOR PHILANTHRO 201 FRONT AVE SW GRAND RAPIDS MI 49504 RESEARCH AND PROFESSIONAL DEVELOPMENT SU 119246 PUBLIC POLICY ASSOCIATES 119 PERE MARQUETTE DRIVE SUITE 1C LANSING MI 48912 PROJECT MANAGEMENT SERVICES 115673 6 464195 4786853 5251048 MEMBERSHIP DUES 900099 1586650 1586650 CONFERENCE INCOME 900099 251548 251548 WEBSITE SERVICES 519100 22200 22200 OTHER INCOME 900099 3007 3007 JOB POSTINGS & SPONSOR 519100 2700 2700 35 35 1866140 346581 346581 302520 6976 48049 -6976 254471 247495 247495 UBI PRIVATE EQUITY INV 900099 5371 5371 5371 7716635 1841240 30271 594076 X 1856505 1856505 537034 403397 118424 15213 2515102 1889237 554614 71251 240590 180721 53053 6816 261497 196425 57664 7408 196049 147264 43231 5554 118670 113923 4747 15400 15400 70190 70190 11166 11166 1161757 1161757 27595 15298 10897 1400 87227 63166 21322 2739 54112 29436 23356 1320 64560 53057 9974 1529 326504 326504 43744 26274 15481 1989 COMMUNICATIONS 85786 75343 9254 1189 DUES 64492 39555 22098 2839 TELECOMMUNICATIONS 30414 18285 10748 1381 OVERHEAD CHARGED TO SPE 0 30269 -26823 -3446 7768394 6626416 1024796 117182 3236723 5075933 1647928 1628153 3546931 2277119 141713 180392 737608 645936 131813 91672 28025276 31192362 36730384 40445631 122885 240270 308750 225000 1318660 1204850 613724 101880 2364019 1772000 X 15974710 16781799 18391655 21891832 34366365 38673631 36730384 40445631 X -51759 344312 167004 3847709 X 0 1 X 1 0 X 6427936 4870970 5988750 2991302 5251048 25530006 30000 30000 30000 30000 30000 150000 6457936 4900970 6018750 3021302 5281048 25680006 15562958 10117048 21710 487051 237909 250961 491581 1489212 33559 31776 27199 19591 18473 130598 27299816 7158997 0.37060 0.35750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 70190 70190 7698204 7768394 538420 134605 0 0 490912 546640 524754 538420 2100726 3151089 13700 195657 60973 70190 340520 122728 136660 131189 134605 525182 787773 32131310 44011 701141 1140264 31736198 21340763 12265 8045853 954315 28444566 22382067 1357280 -1488260 910324 21340763 21675940 1419073 117651 150189 680408 22382067 20041059 55382 2366231 164721 622011 21675940 0.45000 0.55000 0 0 19596 8818 10778 62058 43911 18147 655954 593207 62747 91672 ACCRUED PAYROLL & TAXES 101545 MISC 335 101880 X 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 BATTLE CREEK COMMUNITY FOUNDATION 32 MICHIGAN AVE W SUITE 1 BATTLE CREEK MI 49017 382045459 501(C)(3) 146800 0 TRUTH, RACIAL HEALING AND TRANSFORMATION (TRHT) INITIATIVE 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 CLEVELAND FOUNDATION 1422 EUCLID AVE STE 1300 CLEVELAND OH 44115 340714588 501(C)(3) 255000 0 LAKE ERIE REGION MATCH COMMUNITY FOUNDATION OF GREATER FLINT 500 S SAGINAW ST SUITE 200 FLINT MI 48502 382190667 501(C)(3) 305698 0 (TRHT) INITIATIVE, STATE EQUITY FUND PILOT GRANT FOUR COUNTY COMMUNITY FOUNDATION 231 E ST CLAIR PO BOX 539 ALMONT MI 48003 382736601 501(C)(3) 10000 0 SCHOLARSHIP PILOT PROJECT OTSEGO COUNTY COMMUNITY FOUNDATION PO BOX 344 GAYLORD MI 497340344 383216235 501(C)(3) 10399 0 READINESS AND FEASIBILITY STUDY ONE LOVE GLOBAL 913 HOLMES SUITE 175 LANSING MI 48910 200373503 501(C)(3) 100000 0 TRHT GRANT SHIAWASSEE COMMUNITY FOUNDATION 217 NORTH WASHINGTON STREET SUITE 104 PO BOX 753 OWOSSO MI 48867 383285624 501(C)(3) 6500 0 YAC COMMUNITY NEEDS GRANT ALLEGAN COUNTY COMMUNITY FOUNDATION 112 LOCUST ST ALLEGAN MI 49010 386189947 501(C)(3) 5698 0 CONSULTING GRANT ANN ARBOR AREA COMMUNITY FOUNDATION 301 N MAIN ST STE 300 ANN ARBOR MI 48104 386087967 501(C)(3) 226698 0 STATE EQUITY FUND PILOT GRANT AND OTHER GRAND RAPIDS COMMUNITY FOUNDATION 185 OAKES ST SW GRAND RAPIDS MI 49503 382877959 501(C)(3) 225349 0 STATE EQUITY FUND PILOT GRANT AND OTHER WE THE PEOPLE OF DETROIT PO BOX 7033 DETROIT MI 48207 475123903 501(C)(3) 38000 0 GLOBAL MAJORITY CAUCUS MEETING LAPEER COUNTY COMMUNITY FOUNDATION 235 W NEPESSING LAPEER MI 48446 201271563 501(C)(3) 11403 0 STRATEGIC PLANNING CF OF HOLLAND ZEELAND AREA 85 E 8TH ST SUITE 110 HOLLAND MI 49423 386095283 501(C)(3) 5698 0 DEI CAPACITY BUIDLING GRANT COMMUNITY FOUNDATION MARQUETTE COUNTY PO BOX 37 228 W WASHINGTON ST SUITE 6 MARQUETTE MI 49855 382826563 501(C)(3) 105698 0 STATE EQUITY FUND PILOT GRANT AND OTHER COMMUNITY FOUNDATION FOR NORTHEAST MICHIGAN 100 N RIPLEY SUITE F ALPENA MI 49707 237384822 501(C)(3) 6198 0 MCFYP DEVELOPMENT GRANT ROSCOMMON COUNTY COMMUNITY FOUNDATION PO BOX 824 ROSCOMMON MI 48653 383612480 501(C)(3) 7500 0 DEI GRANT COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 333 W FORT ST SUITE 2010A DETROIT MI 48226 382530980 501(C)(3) 225000 0 STATE EQUITY FUND PILOT GRANT 18 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 1 0 0 0 0 0 0 0 0 KYLE CALDWELL PRESIDENT/CEO 281863 0 0 0 0 0 27453 0 16539 0 325855 0 0 0 RANDY VAN ANTWERP CFO 156755 0 0 0 0 0 15675 0 17499 0 189929 0 0 0 WILLIAM CORKILL SENIOR VP, IT & MEMBERSHIP 149561 0 0 0 0 0 14956 0 10104 0 174621 0 0 0 REGINA BELL DIRECTOR OF GOVERNMENT REL 184958 0 0 0 0 0 18406 0 7420 0 210784 0 0 0 ADAM ZEMKE LAUNCH MICHIGAN PRESIDENT 178017 0 0 0 0 0 17802 0 9031 0 204850 0 0 0 LINDSAY CASE-PALSROK LAUNCH MICHIGAN EXECUTIVE 148666 0 0 0 0 0 14867 0 10107 0 173640 0 0 0 BRIDGET MCGUIGGAN CHIEF STRATEGY OFFICER 155793 0 0 0 0 0 15580 0 9610 0 180983 0 0 0 PART I, LINE 3 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 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 1,161,757. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,161,757. FORM 990, PART XI, LINE 9: BEGINNING NET ASSETS OF MERGED ENTITY LEARNING TO GIVE 3,847,709. COUNCIL OF MICHIGAN FOUNDATIONS SUPPORTING ORGANIZATION 1 S HARBOR AVE SUITE 8 GRAND HAVEN MI 49417 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