2025-01-30T07:39:21-06:00 2024-03-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2023-04-01 386263347 COUNCIL OF MICHIGAN FOUNDATIONS COUN 6168427080 3101 EAST GRAND BLVD 300 DETROIT MI 48202 KYLE CALDWELL PRESIDENT & CEO 6168427080 2025-01-28 1 1 BRANDY L MIKULA CPA P00645694 5173237500 2025-01-28 2023 2025-03-06 01:10:19Z KYLE CALDWELL 3101 EAST GRAND BLVD 300 DETROIT MI 48202 14740447 0 X WWW.MICHIGANFOUNDATIONS.ORG X 1975 MI TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 23 22 33 350 31119 11386 4848233 6062855 2236981 2494923 -1339032 4520254 17750 7769 5763932 13085801 1224819 525560 0 0 3577927 3936684 0 0 150978 2986002 3418257 7788748 7880501 -2024816 5205300 38292746 44001855 1709289 1363721 36583457 42638134 X TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 0 0 3924148 525560 2471573 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. 1265809 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. 941509 THE STATEWIDE EQUITY FUND IS A CMF MEMBER-DRIVEN FUND TO EMPOWER MICHIGAN PHILANTHROPY TO STRATEGICALLY POOL RESOURCES TOWARD EQUITABLE SYSTEMIC CHANGE. 436085 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. 436085 6567551 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 38 0 1 33 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 22 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 280705 0 52530 OLIVIA ARNOLD TRUSTEE 1.00 X 0 0 0 ZOSIA EPPENSTEINER TRUSTEE 1.00 X 0 0 0 DAVID EGNER TRUSTEE 1.00 X 0 0 0 JENNIFER POTEAT TRUSTEE (ENDED 11/07/23) 1.00 X 0 0 0 MARGO PERNICK TRUSTEE 1.00 X 0 0 0 RIDGWAY WHITE TRUSTEE 1.00 X 0 0 0 MARY CULLER 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 (ENDED 05/09/23) 1.00 X 0 0 0 KHALILAH BURT GASTON TRUSTEE 1.00 X 0 0 0 LAURA GRANNEMANN TRUSTEE 1.00 X 0 0 0 DANIEL WILLIAMS TRUSTEE 1.00 X 0 0 0 MAHA FREIJ TREASURER 1.00 X X 0 0 0 SHANNON POLK VICE CHAIR 1.00 X X 0 0 0 HOLLI SEABURY VICE CHAIR 1.00 X X 0 0 0 FAYE ALEXANDER NELSON VICE CHAIR 1.00 X X 0 0 0 JENEE VELASQUEZ VICE CHAIR 1.00 X X 0 0 0 ISAIAH OLIVER VICE CHAIR (ENDED 07/20/23) 1.00 X X 0 0 0 RENEE JOHNSTON SECRETARY 1.00 X X 0 0 0 VINCENT TILFORD TREASURER (ENDED 11/07/23) 1.00 X X 0 0 0 LIZABETH ARDISANA CHAIR-ELECT 1.00 X X 0 0 0 MELANCA CLARK CHAIR-ELECT/CHAIR (ENDED 11/07/23) 2.00 X X 0 0 0 DAVE MENGEBIER CHAIR 2.00 X X 0 0 0 RANDY VAN ANTWERP CFO/COO 45.00 X 177159 0 45214 ANDREA JUDD-SHURMUR DIRECTOR OF LEARNING SERVICES 45.00 X 114493 0 20864 REGINA BELL CHIEF POLICY OFFICER 45.00 X 194075 0 30603 BRIDGET MCGUIGGAN CHIEF STRATEGY OFFICER 45.00 X 161451 0 31882 WILLIAM CORKILL SENIOR DIRECTOR OF IT 45.00 X 156737 0 25496 DANA LINNANE DIRECTOR OF RESEARCH AND P 45.00 X 175570 0 43375 1260190 0 249964 8 0 1 0 PUBLIC SECTOR CONSULTANTS INC 230 N WASHINGTON SQUARE LANSING MI 48933 CONSULTING 370764 FENTON COMMUNICATIONS INC 244 MADISON AVENUE SUITE 307 NEW YORK NY 10016 COMMUNICATION SERVICES 296496 EARLYWORKS 175 ASHLAND ST DETROIT MI 48215 CONSULTING 103150 INTEGER 11900 WALDEN AVE ALDEN NY 14004 SUPPLIES 100423 4 6062855 6062855 MEMBERSHIP DUES 900099 1649120 1649120 CONFERENCE INCOME 900099 820286 820286 WEBSITE SERVICES 516210 20450 20450 JOB POSTINGS & SPONSORSHIPS 516210 2900 2900 OTHER INCOME 900099 2167 2167 2494923 675085 675085 5499815 1645466 9180 3854349 -9180 3845169 3845169 UBI PRIVATE EQUITY INVESTMENTS 900099 7769 7769 7769 13085801 2471573 31119 4520254 X 525560 525560 578898 428115 132377 18406 2699004 1996003 617185 85816 216430 160057 49491 6882 247128 182759 56511 7858 195224 144375 44642 6207 121800 114492 7308 17400 17400 51658 51658 17058 17058 1838920 1794763 36657 7500 51973 37498 12708 1767 123716 87903 31441 4372 105666 80145 22407 3114 196599 149587 41273 5739 706351 706351 59527 36063 20600 2864 DUES 59771 39142 18111 2518 COMMUNICATIONS 50945 38559 10874 1512 TELECOMMUNICATIONS 16873 10222 5839 812 OVERHEAD CHARGED TO SPE 0 35957 -31568 -4389 7880501 6567551 1161972 150978 5879493 5343119 1621561 1636393 1821764 4211432 121292 307465 673709 616825 124158 56884 28684024 32073478 40454 373084 38292746 44001855 126948 122675 1468925 1055926 113416 185120 1709289 1363721 X 15923693 17726566 20659764 24911568 36583457 42638134 38292746 44001855 5205300 486843 362534 0 X 0 1 X 1 0 X 5988750 2991302 5251048 4848233 6062855 25142188 30000 30000 30000 30000 12000 132000 6018750 3021302 5281048 4878233 6074855 25274188 15976228 9297960 237909 250961 346581 419221 675085 1929757 27199 19591 18473 23203 12386 100852 27304797 10816315 0.34050 0.35880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 51658 51658 7828843 7880501 544025 136006 0 0 524754 538420 539437 544025 2146636 3219954 60973 70190 81749 51658 264570 131189 134605 134859 136006 536659 804989 28937326 83432 4760387 1276977 32504168 31736198 41329 -1628694 1211507 28937326 32131310 44011 701141 1140264 31736198 21340763 12265 8045853 954315 28444566 22382067 1357280 -1488260 910324 21340763 0.45000 0.55000 0.00000 0 0 59704 59702 2 614005 557123 56882 56884 ACCRUED PAYROLL & TAXES 185120 185120 X 13918120 486843 362534 849377 13068743 17058 17058 13085801 7863443 0 7863443 17058 17058 7880501 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 BATTLE CREEK MI 49017 382045459 501(C)(3) 7295 0 TECH GRANT FOR SOFTWARE TRAINING AND CYBERSECURITY AUDIT & FOTH SCHOLARSHIP BRANCH COUNTY COMMUNITY FOUNDATION 2 W CHICAGO ST STE E-1 COLDWATER MI 49036 383021071 501(C)(3) 10550 0 GRANT CAPACITY BUILDING FOR ORGANIZATION & ANNUAL CONFERENCE SCHOLARSHIP & GRANT FOR FEASIBILITY STUDY CANTON COMMUNITY FOUNDATION 50430 SCHOOL HOUSE RD STE 200 CANTON MI 48187 382898615 501(C)(3) 5750 0 GRANT FOR SOFTWARE CONVERSION & GRANT SOFTWARE TRAINING KEWEENAW COMMUNITY FOUNDATION 417 QUINCY ST UNIT 305A HANCOCK MI 49930 383227080 501(C)(3) 15000 0 GRANT SUPPORT TO MOVE FROM AFFILIATE CF TO INDEPENDENT CF. LAPEER COUNTY COMMUNITY 235 W NEPESSING LAPEER MI 48446 201271563 501(C)(3) 7200 0 GRANT SOFTWARE TRAINING, GRANT TO ATTEND NATIONAL TRAINING, GRANT CF BOOTCAMP REGISTRATION SCHOLARSHIP, GRANT SOFTWARE TRAINING LAUNCH MICHIGAN 119 PERE MARQUETTE DRIVE STE 1 LANSING MI 48912 920358917 501(C)(3) 460267 0 OPERATING GRANT 6 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. DEPENDING ON THE TYPE AND DOLLAR AMOUNT OF GRANT PROVIDED. GRANTEES ARE REQUIRED TO PROVIDE A PROGRESS REPORT OR 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 280705 0 0 0 0 0 27880 0 24650 0 333235 0 0 0 REGINA BELL CHIEF POLICY OFFICER 194075 0 0 0 0 0 19353 0 11250 0 224678 0 0 0 RANDY VAN ANTWERP CFO/COO 177159 0 0 0 0 0 17716 0 27498 0 222373 0 0 0 DANA LINNANE DIRECTOR OF RESEARCH AND P 175570 0 0 0 0 0 17557 0 25818 0 218945 0 0 0 BRIDGET MCGUIGGAN CHIEF STRATEGY OFFICER 161451 0 0 0 0 0 16145 0 15737 0 193333 0 0 0 WILLIAM CORKILL SENIOR DIRECTOR OF IT 156737 0 0 0 0 0 15674 0 9822 0 182233 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 NOVEMBER 2021 CMF HIRED A FIRM TO CONDUCT A COMPENSATION ANALYSIS OF THE REMAINING STAFF THAT WAS COMPLETED IN JANUARY 2022. 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 1,794,763. MANAGEMENT AND GENERAL EXPENSES 36,657. FUNDRAISING EXPENSES 7,500. TOTAL EXPENSES 1,838,920. 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