2022-02-10T15:15:02-06:00 2021-03-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2020-04-01 386263347 COUNCIL OF MICHIGAN FOUNDATIONS COUN 6168427080 PO BOX 329 GRAND HAVEN MI 49417 KYLE CALDWELL PRESIDENT & CEO 6168427080 2022-02-08 1 KYLE CALDWELL 999009999 BRANDY L MIKULA CPA P00645694 5173237500 2022-02-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KYLE CALDWELL PO BOX 329 GRAND HAVEN MI 49417 5446913 0 X WWW.MICHIGANFOUNDATIONS.ORG X 1975 MI TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 21 20 37 225 26115 18591 5988750 2991302 2124761 2184485 194171 260036 7149 11090 8314831 5446913 2260105 1338103 0 0 3059621 3898636 0 0 98606 2613072 2258350 7932798 7495089 382033 -2048176 29899457 36730384 1486201 2364019 28413256 34366365 X TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 0 0 4246698 380103 1216439 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. 546888 158000 262004 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. 933458 800000 375000 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. 643048 316017 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. 643048 316017 6370092 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 54 0 1 37 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X THE ORGANIZATION 6168427080 PO BOX 329 GRAND HAVEN MI 49417 CORY MATKOVICH TRUSTEE 0.60 X 0 0 0 DAVID EGNER TRUSTEE 1.00 X 0 0 0 JENNIFER POTEAT TRUSTEE 0.60 X 0 0 0 JONATHAN AARON TRUSTEE 1.00 X 0 0 0 MARGO PERNICK TRUSTEE 0.60 0.50 X 0 0 0 RIDGWAY WHITE TRUSTEE 0.60 X 0 0 0 LIZABETH ARDISANA TRUSTEE 0.60 X 0 0 0 PAUL HILLEGONDS TRUSTEE 0.60 X 0 0 0 DAVE MENGEBIER TRUSTEE 0.60 X 0 0 0 ISAIAH OLIVER TRUSTEE 0.60 X 0 0 0 PUNITA DANI THURMAN TRUSTEE 0.60 X 0 0 0 JENEE VELASQUEZ TRUSTEE 0.60 X 0 0 0 RENEE JOHNSTON SECRETARY 1.00 X X 0 0 0 VINCENT TILFORD TREASURER 1.00 X X 0 0 0 SARA MORLEY LACROIX VICE CHAIR 1.00 X X 0 0 0 NEEL HAJRA VICE CHAIR 1.00 X X 0 0 0 KATHLEEN KAT 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 1.00 X X 0 0 0 LYNNETTE FERRELL CHAIR 1.00 X X 0 0 0 KYLE CALDWELL PRESIDENT/CEO 45.00 5.00 X X 247969 9975 45093 DAVID LINDBERG CFO (ENDED 3/21) 45.00 5.00 X 148794 8650 35430 RANDY VAN ANTWERP CFO (BEGAN 2/21) 45.00 5.00 X 0 0 0 WILLIAM CORKILL SENIOR VP, IT & MEMBERSHIP 45.00 X 139346 0 24027 REGINA BELL DIRECTOR OF GOVERNMENT RELATIONS & PUBLIC POLICY 45.00 X 188949 0 26205 ADAM ZEMKE LAUNCH MICHIGAN PRESIDENT 45.00 X 169706 0 25988 LINDSAY CASE-PALSROK LAUNCH MICHIGAN EXECUTIVE DIRECTOR 45.00 X 136863 0 23781 BRIDGET MCGUIGGAN CHIEF STRATEGY OFFICER 45.00 X 132664 0 22863 1164291 18625 203387 7 0 1 0 PRIORITY HEALTH 3915 MOMENTUM PLACE CHICAGO IL 606895339 HEALTH & WELFARE 187982 PUBLIC POLICY ASSOCIATES 119 PERE MARQUETTE DRIVE SUITE 1C LANSING MI 48912 LEGISLATIVE ANALYSIS 117020 2 2991302 2991302 MEMBERSHIP DUES 900099 1914573 1914573 CONFERENCE INCOME 900099 230296 230296 CONSULTING SERVICES 541610 14372 14372 WEBSITE SERVICES 519100 13150 13150 OTHER INCOME 900099 10219 10219 1875 1875 2184485 250961 250961 9075 0 9075 9075 9075 UBI PRIVATE EQUITY INV 900099 11090 11090 11090 5446913 2169460 26115 260036 X 1338103 1338103 587796 452348 122623 12825 2590667 1993694 540450 56523 237916 183092 49633 5191 272847 209974 56920 5953 209410 161155 43686 4569 130460 128864 1596 15599 15599 60973 60973 12322 12322 1260378 1260378 21492 14902 5966 624 50765 48769 1807 189 104092 65212 35199 3681 44408 41544 1937 927 308084 308084 41452 23952 15843 1657 18261 12662 5069 530 DUES 50792 30520 18353 1919 COMMUNICATIONS 44408 28870 14067 1471 TELECOMMUNICATIONS 42631 24633 16294 1704 MISCELLANEOUS 29014 20117 8054 843 23219 23219 7495089 6370092 1026391 98606 3490329 3236723 1608378 1647928 3894904 3546931 136945 141713 651554 519741 146663 131813 20622238 28025276 29899457 36730384 169728 122885 39500 308750 1185250 1318660 91723 613724 1486201 2364019 X 12232286 15974710 16180970 18391655 28413256 34366365 29899457 36730384 -2048176 7834281 167004 0 X 0 1 X 1 0 X 6937538 6427936 4870970 5988750 2991302 27216496 30000 30000 30000 30000 30000 150000 6967538 6457936 4900970 6018750 3021302 27366496 17115440 10251056 200635 21710 487051 237909 250961 1198266 220 33559 31776 27199 19591 112345 28677107 5874858 0.35750 0.40550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 60973 60973 7434116 7495089 524754 131189 0 0 404143 490912 546640 524754 1966449 2949674 13770 13700 195657 60973 284100 101036 122728 136660 131189 491613 737420 21340763 12265 8045853 954315 28444566 22382067 1357280 -1488260 910324 21340763 21675940 1419073 117651 150189 680408 22382067 20041059 55382 2366231 164721 622011 21675940 19181300 42185 1687740 160812 709354 20041059 0.51000 0.49000 0 0 362144 300005 62139 62058 31499 30559 227352 188237 39115 131813 ACCRUED PAYROLL & TAXES 126224 MISC 23305 PPP LOAN 464195 613724 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) 300000 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 OFFICE OF THE FOUNDATION LIAISON SUPPORT CLEVELAND FOUNDATION 1422 EUCLID AVE STE 1600 CLEVELAND OH 44115 340714588 501(C)(3) 200000 GREAT LAKES ONE WATER (GLOW) PARTNERSHIP COMMUNITY FOUNDATION OF GREATER FLINT 500 S SAGINAW ST SUITE 200 FLINT MI 48502 382190667 501(C)(3) 80000 TRUTH, RACIAL HEALING AND TRANSFORMATION (TRHT) INITIATIVE KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVE KALAMAZOO MI 49007 383333202 501(C)(3) 170000 TRUTH, RACIAL HEALING AND TRANSFORMATION (TRHT) INITIATIVE MICHIGAN NONPROFIT ASSOCIATION 330 MARSHALL STREET SUITE 200 LANSING MI 48912 382959692 501(C)(3) 38500 CENSUS 2020 COMMUNITY FOUNDATION OF THE UPPER PENINSULA 2420 1ST AVE S 101 ESCANABA MI 49829 383227080 501(C)(3) 5000 TECHNOLOGY GRANT AWARD CHIPPEWA COUNTY COMMUNITY PO BOX 1979916 ASHNUN STRRET SAULT SAINTE MARIE MI 49783 383210718 501(C)(3) 5000 COUSULTING GRANT FOUR COUNTY COMMUNITY FOUNDATION 231 E ST CLAIR PO BOX 539 ALMONT MI 48003 382736601 501(C)(3) 5000 CONSULTING GRANT LENAWEE COMMUNITY FOUNDATION 603 NORTH EVANS STREET TECUMSEH MI 49286 386095474 501(C)(3) 12000 COVID 19 & REBRANDING GRANT AWARD COMMUNITY FOUNDATION OF MASON COUNTY PO BOX 10 LUDINGTON MI 49431 386114135 501(C)(3) 5250 STRATEGIC PLANNING GRANT AWARD MICHIGAN GATEWAY COMMUNITY FOUNDATION 111 DAYS AVENUE BUCHANAN MI 49107 382180730 501(C)(3) 5000 CONSULTING SERVICES GRANT AWARD MIDLAND AREA COMMUNITY FOUNDATION 76 ASHMAN CIRCLE MIDLAND MI 48640 382023395 501(C)(3) 12500 STRATEGIC PLANNING GRANT COMMUNITY FOUNDATION FOR NORTHEAST MICHIGAN PO BOX 534100 N RIPLEY STE F ALPENA MI 49707 237384822 501(C)(3) 7500 COVID-19 GRANT AWARD OTSEGO COUNTY COMMUNITY FOUNDATION PO BOX 344 GAYLORD MI 497340344 383216235 501(C)(3) 5050 COVID-19 GRANT AWARD ONE LOVE GLOBAL 913 HOLMES SUITE 175 LANSING MI 48910 200373503 501(C)(3) 273592 TRHT GRANT SHIAWASSEE COMMUNITY FOUNDATION 217 NORTH WASHINGTON STRRET SUITE 104 POST OFFICE BOX 753 OWOSSO MI 48867 383285624 501(C)(3) 4750 COVID-19 GRANT STURGIS AREA COMMUNITY FOUNDATION 310 N FRANKS AVENUE STURGIS MI 490911259 383649922 501(C)(3) 12500 STRATEGIC PLANNING GRANT AWARD 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 0 0 0 0 0 0 0 0 0 KYLE CALDWELL PRESIDENT/CEO 244471 9975 0 0 3498 0 25445 0 19648 0 293062 9975 0 0 DAVID LINDBERG CFO (ENDED 3/21) 148794 8650 0 0 0 0 15744 0 19686 0 184224 8650 0 0 WILLIAM CORKILL SENIOR VP, IT & MEMBERSHIP 139346 0 0 0 0 0 13935 0 10092 0 163373 0 0 0 REGINA BELL DIRECTOR OF GOVERNMENT RELATIONS & P 188015 0 0 0 934 0 18802 0 7403 0 215154 0 0 0 ADAM ZEMKE LAUNCH MICHIGAN PRESIDENT 169706 0 0 0 0 0 16971 0 9017 0 195694 0 0 0 LINDSAY CASE-PALSROK LAUNCH MICHIGAN EXECUTIVE DIRECTOR 136863 0 0 0 0 0 13686 0 10095 0 160644 0 0 0 BRIDGET MCGUIGGAN CHIEF STRATEGY OFFICER 132664 0 0 0 0 0 13266 0 9597 0 155527 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 1,260,378. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,260,378. LEARNING TO GIVE 1 S HARBOR AVE SUITE 8 GRAND HAVEN MI 49417 611479763 TEACHING K-12 STUDENTS ABOUT PHILANTHROPY & VOLUNTEERISM MI 501C3 LINE 12, TYPE I 0 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 1 0 0 0 0 LEARNING TO GIVE O 188490 CASH