COMMUNITY FOUNDATION OF MONROE COUNTY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF MONROE COUNTY (EIN 38-2236628)
Tax period
2024-04-01 to 2025-03-31
Filed
2025-08-13
IRS object ID
202512259349303001
Schema version
2024v5.0
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)
Return2025-08-13T16:52:30-04:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt

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 Begin2024-04-01TaxPeriodBeginDt

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)
PersonVALERIE ORRPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7342421976PhoneNum
Signature2025-08-12SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH D RAFKOPreparerPersonNm
PTINP01335820PTIN
Phone7342417200PhoneNum
Preparation2025-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVALERIE ORRPrincipalOfficerNm
Gross Receipts$8,032,526GrossReceiptsAmt
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 Employee4TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$267,698PYContributionsGrantsAmt
CY Contributions Grants$2,089,755CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,979,772PYInvestmentIncomeAmt
CY Investment Income$494,697CYInvestmentIncomeAmt
PY Other Revenue$217,709PYOtherRevenueAmt
CY Other Revenue$271,997CYOtherRevenueAmt
PY Total Revenue$2,465,179PYTotalRevenueAmt
CY Total Revenue$2,856,449CYTotalRevenueAmt
PY Grants And Similar Paid$469,455PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,475,683CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$222,540PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$243,208CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$58,871CYTotalFundraisingExpenseAmt
PY Other Expenses$362,977PYOtherExpensesAmt
CY Other Expenses$478,420CYOtherExpensesAmt
PY Total Expenses$1,054,972PYTotalExpensesAmt
CY Total Expenses$2,197,311CYTotalExpensesAmt
PY Revenues Less Expenses$1,410,207PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$659,138CYRevenuesLessExpensesAmt
Total Assets BOY$16,158,559TotalAssetsBOYAmt
Total Assets EOY$17,768,086TotalAssetsEOYAmt
Total Liabilities BOY$1,572,147TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,146,027TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,586,412NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,622,059NetAssetsOrFundBalancesEOYAmt
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$319,085ExpenseAmt
Grant$157,343GrantAmt
DescPROVIDE SCHOLARSHIP OPPORTUNITIES FOR INDIVIDUALS TO FURTHER THEIR EDUCATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,318,340ExpenseAmt
Grant$1,318,340GrantAmt
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$1,637,425TotalProgramServiceExpensesAmt
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
Employee4EmployeeCnt
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

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
VALERIE ORR
EXECUTIVE DI40.00Yes (X)$54,578$0$0
BARRY BUSCHMANN
TRUSTEE1.00$0$0$0Yes (X)
SR MARGARET GAFFNEY
TRUSTEE1.00$0$0$0Yes (X)
EDDIE HARWOOD
TRUSTEE1.00$0$0$0Yes (X)
RICHARD KENNY
TRUSTEE1.00$0$0$0Yes (X)
BARRY KINSEY
TRUSTEE1.00$0$0$0Yes (X)
STACEY MCCOY
TRUSTEE1.00$0$0$0Yes (X)
ERIC PEACOCK
TRUSTEE1.00$0$0$0Yes (X)
DR CARL SCHULTZ
TRUSTEE1.00$0$0$0Yes (X)
TODD SCHULTZ
TRUSTEE1.00$0$0$0Yes (X)
CYNTHIA STUMP
TRUSTEE1.00$0$0$0Yes (X)
DAVID UHL
TRUSTEE1.00$0$0$0Yes (X)
MARIA ZAGORSKI
TRUSTEE1.00$0$0$0Yes (X)
AMY ZANGARA
TRUSTEE1.00$0$0$0Yes (X)
DEB DUSHANE
SECRETARY2.00Yes (X)$0$0$0
KEITH MASSERANT
PRESIDENT3.00Yes (X)$0$0$0
RYAN THOMPSON
TREASURER2.00Yes (X)$0$0$0
SUSAN VANISACKER
VICE PRESIDE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$54,578TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,089,755AllOtherContributionsAmt
Total Contributions$2,089,755TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$583,798TotalRevenueColumnAmt
Exclusion$583,798ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,086,976SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,176,077SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$89,101SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$89,101TotalRevenueColumnAmt
Related Or Exempt Func Income-$89,101RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMINISTRATION FEES - ENDOWME$212,712$212,712
ADMINISTRATION FEES - OTHER$43,171$43,171
ADMINIST. FEES-SPECIAL PROJEC$16,114$16,114
FieldValueIRS element (for citing)
Other Revenue Total$271,997OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,856,449TotalRevenueColumnAmt
Related Or Exempt Func Income$182,896RelatedOrExemptFuncIncomeAmt
Exclusion$583,798ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,318,340TotalAmt
Program Services$1,318,340ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$157,343TotalAmt
Program Services$157,343ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$54,578TotalAmt
Program Services$28,926ProgramServicesAmt
Management And General$13,099ManagementAndGeneralAmt
Fundraising$12,553FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$49,351TotalAmt
Program Services$26,156ProgramServicesAmt
Management And General$11,844ManagementAndGeneralAmt
Fundraising$11,351FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$105,129TotalAmt
Program Services$55,719ProgramServicesAmt
Management And General$25,231ManagementAndGeneralAmt
Fundraising$24,179FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,003TotalAmt
Program Services$8,481ProgramServicesAmt
Management And General$3,841ManagementAndGeneralAmt
Fundraising$3,681FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,147TotalAmt
Program Services$9,618ProgramServicesAmt
Management And General$4,355ManagementAndGeneralAmt
Fundraising$4,174FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,205TotalAmt
Management And General$10,205ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,841TotalAmt
Management And General$11,841ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$348,220TotalAmt
Management And General$348,220ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$576TotalAmt
Management And General$576ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,890TotalAmt
Program Services$230ProgramServicesAmt
Management And General$13,727ManagementAndGeneralAmt
Fundraising$2,933FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$51,415TotalAmt
Program Services$26,100ProgramServicesAmt
Management And General$25,315ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,814TotalAmt
Management And General$12,814ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,798TotalAmt
Program Services$366ProgramServicesAmt
Management And General$2,432ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,191TotalAmt
Program Services$6,146ProgramServicesAmt
Management And General$2,045ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,243TotalAmt
Management And General$5,243ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,053TotalAmt
Management And General$6,053ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
TELEPHONE$2,847$2,847
MEALS & ENTERTAINMENT$1,327$1,327

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,197,311TotalAmt
Program Services$1,637,425ProgramServicesAmt
Management And General$501,015ManagementAndGeneralAmt
Fundraising$58,871FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$558,239BOYAmt
EOY$2,914,140EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,746BOYAmt
EOY$17,210EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$49,036LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$37,919LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,323BOYAmt
EOY$11,117EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,581,251BOYAmt
EOY$14,825,619EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,158,559BOYAmt
EOY$17,768,086EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,000BOYAmt
EOY$1,031,399EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$135,568EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,260,000BOYAmt
EOY$653,641EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$308,147BOYAmt
EOY$325,419EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,572,147BOYAmt
EOY$2,146,027EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,586,412BOYAmt
EOY$15,622,059EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,586,412BOYAmt
EOY$15,622,059EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,158,559BOYAmt
EOY$17,768,086EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$659,138ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$376,509NetUnrlzdGainsLossesInvstAmt
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$823,058CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,866,350CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$497,948CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$267,698CurrentTaxYearMinus1YearAmt
Current Tax Year$2,089,755CurrentTaxYearAmt
Total$7,544,809TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$823,058CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,866,350CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$497,948CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$267,698CurrentTaxYearMinus1YearAmt
Current Tax Year$2,089,755CurrentTaxYearAmt
Total$7,544,809TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$7,544,809PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$233,198CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$381,012CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$315,947CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$421,814CurrentTaxYearMinus1YearAmt
Current Tax Year$583,798CurrentTaxYearAmt
Total$1,935,769TotalAmt
FieldValueIRS element (for citing)
Total Support$9,480,578TotalSupportAmt
Gross Receipts Rltd Activities$1,772,653GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79580PublicSupportCY170Pct
Public Support PY1700.78630PublicSupportPY170Pct
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$26,865DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,029,644BeginningYearBalanceAmt
Contributions$1,129,555ContributionsAmt
Investment Earnings Or Losses$777,666InvestmentEarningsOrLossesAmt
Grants Or Scholarships$607,798GrantsOrScholarshipsAmt
Administrative Expenses$380,741AdministrativeExpensesAmt
End Year Balance$15,082,669EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.96900PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03100TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,036OtherCostOrOtherBasisAmt
Depreciation$37,919DepreciationAmt
Book Value$11,117BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,117TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONS HELD FOR OTHERSDesc
Amt$325,419Amt
FieldValueIRS element (for citing)
Total Liability$325,419TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,232,958TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$376,509NetUnrealizedGainsInvstAmt
Revenue Not Reported$376,509RevenueNotReportedAmt
Revenue Subtotal$2,856,449RevenueSubtotalAmt
Total Revenue Per Form990$2,856,449TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,197,311TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$2,197,311ExpensesSubtotalAmt
Total Expenses Per Form990$2,197,311TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
MOVING MILAN FORWARD
MOVING MILAN FORWARDPO BOX 114PO BOX 114MILANMI48160$9,950TOLAN SQUARE IMPROVE
MILAN AREA SCHOOLS PTO
MILAN AREA SCHOOLS PTO432 S PLATT RD432 S PLATT RDMILANMI48160$7,500ENRICHMENT
AID IN MILAN
AID IN MILAN89 W MAIN ST89 W MAIN STMILANMI48160$8,648HEALTH/SAFETY EQUIP
MONROE PUENTE - MONROE CITY CHURCH
MONROE CITY CHURCH2121 N MONROE ST SUITE 4202121 N MONROE ST SUIT 420MONROEMI48162$25,000TRANSLATION SERVICES
RIVER RAISIN CENTRE FOR THE ARTS
RIVER RAISIN CENTRE FOR THE ARTS114 S MONROE ST114 S MONROE STMONROEMI48161$10,715TECHNOLOGY UPGRADE
MILAN AREA SCHOOLS - SYMONS PTO
MILAN AREA SCHOOLS - SYMONS PTO432 PLATT RD432 PLATT RDMILANMI48160$12,000FINE ARTS PROGRAM
MILAN SENIORS FOR HEALTHY LIVING
MILAN SENIORS FOR HEALTHY LIVING45 NECKEL CT45 NECKEL CTMILANMI48160$11,000ENRICHMENT
CALL FOR BACKUP
CALL FOR BACKUP23325 VAN BORN RD PMB 3023325 VAN BORN RD PMB 30TAYLORMI48180$35,000MENTAL HEALTH TRAIN
MONROE FAMILY YMCA
MONROE FAMILY YMCA1111 W ELM AVE1111 W ELM AVEMONROEMI48162$25,000LIFEGUARD TRAINING
MONROE COUNTY ISD
MONROE COUNTY ISD1101 S RAISINVILLE RD1101 S RAISINVILLE RDMONROEMI48161$88,568CARE SOLICE PROGRAM
AIRPORT SCHOOLS
AIRPORT SCHOOLS11270 GRAFTON RD11270 GRAFTON RDCARLETONMI48117$9,950
ONE SHEEP MINISTRIES
ONE SHEEP MINISTRIES630 N MONROE ST630 N MONROE STMONROEMI48162$12,000EMERGENCY ASSISTANCE
COUNTY OF MONROE
COUNTY OF MONROE125 E 2ND ST125 E 2ND STMONROEMI48161$991,800GOV
ST MICHAEL PARISH
ST MICHAEL PARISH502 W FRONT ST502 W FRONT STMONROEMI48161$7,590
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPGrantTypeTxt
Cash Grant$157,343CashGrantAmt

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

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