2021-05-13T13:13:30-05:00 2020-12-31 382962645 GROSS PUCKEY GRUEL & ROOF PC 4196 W MAPLE AVENUE ADRIAN MI 49221 990 2020-01-01 386095474 LENAWEE COMMUNITY FOUNDATION LENA 5174231729 PO BOX 142 TECUMSEH MI 492860142 JOE WILLIAMS DIRECTOR 5174231729 2021-05-12 true JOSEPH WILLIAMS XXX-XX-XXXX BRIAN NOFZINGER P00886584 5172635788 2021-05-12 2020 2022-09-23 18:48:47Z JOE WILLIAMS 205 E CHICAGO BLVD TECUMSEH MI 49286 21489895 false X WWW.LENAWEECF.COM X 1959 MI TO ENHANCE THE QUALITY OF LIFE OF LENAWEE COUNTY CITIZENS PRIMARILY THROUGH PERMANENT ENDOWMENTS BY IDENTIFYING AND ADDRESSING CURRENT AND ANTICIPATED NEEDS, AND RAISING, MANAGING, AND DISTRIBUTING FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION, AND HUMAN SERVICES. 13 13 7 56 0 2928721 2403686 0 1465214 1360394 201124 239335 4595059 4003415 1991190 1807499 0 380525 495336 0 77556 107655 138054 2479370 2440889 2115689 1562526 29992948 33834859 5245992 5318542 24746956 28516317 X TO ENHANCE THE QUALITY OF LIFE OF LENAWEE COUNTY CITIZENS PRIMARILY THROUGH PERMANENT ENDOWMENTS BY IDENTIFYING AND ADDRESSING CURRENT AND ANTICIPATED NEEDS, AND RAISING, MANAGING, AND DISTRIBUTING FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION, AND HUMAN SERVICES. false false 121014 121014 PROVIDING EDUCATIONAL SCHOLARSHIPS TO ELIGIBLE STUDENTS FROM LENAWEE COUNTY. 2189225 1699886 RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING, BUT NOT LIMITED TO THE PROMOTION AND SUPPORT OF EDUCATION, COMMUNITY DEVELOPMENT, ART AND CULTURE, HEALTH AND SOCIAL SERVICES, AND CIVIC AFFAIRS. ALSO, PROVIDE INTERNAL PROGRAM SERVICES-GRANT MAKING FOR NON-PROFIT PROGRAMS AND CAPACITY BUILDING; VOLUNTEER LENAWEE; LENAWEE IMAGINATION LIBRARY; HUNTERS HELPING LENAWEE; LENAWEE YOUTH COUNCIL AND LENAWEE YOUTH LEADERSHIP; AND SERVE AS THE BACKBONE ORGANIZATION FOR WEEKEND SNACK SACKS AND LENAWEE COLLEGE ACCESS NETWORK. 2310239 true true false false false true false false true true true false false false true false true false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 8 0 true 7 true false false false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false MI X X JOE WILLIAMS 5174231729 205 E CHICAGO BLVD TECUMSEH MI 49286 X SUANN COURTRIGHT HAMMERSMITH FORMER PRESI 40.00 X 109182 0 11261 MERRI JO BALES DIRECTOR 0.50 X 0 0 0 FRANK DICK DIRECTOR 0.50 X 0 0 0 DOUG GRAY DIRECTOR 0.50 X 0 0 0 CHARLES GROSS DIRECTOR 0.50 X 0 0 0 RICK GURDJIAN DIRECTOR 0.50 X 0 0 0 PAULA HOLTZ DIRECTOR 0.50 X 0 0 0 DAVE PRAY DIRECTOR 0.50 X 0 0 0 NICOLE UNDERWOOD DIRECTOR 0.50 X 0 0 0 DAVID HICKMAN CHAIR 0.50 X 0 0 0 SCOTT HILL TREASURER 0.50 X 0 0 0 JAMES KAPNICK SECRETARY 0.50 X 0 0 0 KRIS SCHMIDT VICE CHAIR 0.50 X 0 0 0 BOB VOGEL PAST CHAIR 0.50 X 0 0 0 JOE WILLIAMS DIRECTOR 40.00 X 0 0 0 109182 11261 1 false false false 6375 2397311 2403686 366523 366523 18466950 17473079 993871 993871 993871 67850 13401 54449 WORKSHOP INCOME AND OTHER 114186 114186 PPP LOAN FORGIVENESS 70700 70700 184886 4003415 1545280 1686485 1686485 121014 121014 393334 310734 31467 51133 71857 56766 5749 9342 30145 23814 2412 3919 29912 23630 2393 3889 10333 8163 827 1343 1457 1150 117 190 4201 3318 337 546 23522 23522 8995 3995 5000 5762 4552 461 749 CONTRACTED SERVICES 45690 36104 3645 5941 DONOR PINS 3546 3546 MISC 2519 1990 202 327 MARKETING 1362 1076 109 177 755 380 375 2440889 2310239 53094 77556 34548 291647 804000 536844 9323 673228 48370 633852 624858 28511225 32381510 29992948 33834859 42678 71504 1106000 761099 42678 46807 2867363 3184896 1187273 1254236 5245992 5318542 X 5893919 6769136 18853037 21747181 24746956 28516317 29992948 33834859 X 1562526 2696011 -489176 X false true X true false X 1887622 3187637 1675400 2928721 2403686 12083066 1887622 3187637 1675400 2928721 2403686 12083066 12083066 354535 359678 396703 1110916 45125 40950 31000 117075 13311057 2086913 0.90770 0.87610 X PART II, LINE 10 117,075 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 23 1072575 660363 673187 377843 3717539 3744716 true true false true X 21112668 518278 3246468 961465 25851 23890098 17528743 960791 3694337 1043684 27519 21112668 19376424 889157 -1985651 690719 35283 25185 17528743 15964779 1976482 2625436 1148996 41277 2629 19376424 15341381 694177 828126 847167 25537 8331 15964779 0.25900 0.16300 0.57800 false false 460000 460000 460000 CHARITABLE GIFT ANNUITIES 1254236 1254236 7346588 2696011 647162 3343173 4003415 4003415 2757107 316218 316218 2440889 2440889 SCHEDULE D, PAGE 2, PART IV, LINE 2B LENAWEE COMMUNITY FOUNDATION RECEIVES FUNDS FOR THE BENEFIT AND SUPPORT OF NONPROFIT ORGANIZATIONS. ALSO, THE FOUNDATION SERVES AS AN AGENT IN HANDLING FUNDS FOR SPECIAL PROJECTS WHICH BENEFIT THE COMMUNITY. SCHEDULE D, PAGE 4, PART XI, LINE 2D REVENUE RELATED TO AGENCY ACTIVITY 633,761 DIRECT FUNDRAISING EXPENSES 13,401 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY ACTIVITY 316,218 CHARITY BALL 67850 67850 500 12901 67850 67850 500 12901 13401 54449 true ADRIAN COLLEGE ADRIAN COLLEGE 110 S MADISON AVE 110 S MADISON AVE ADRIAN MI 49221 381357980 3 10000 CAPITAL PROJECT ADRIAN COMMUNITY PRESCHOOL ADRIAN COMMUNITY PRESCHOOL PO BOX 64 PO BOX 64 ADRIAN MI 49221 381860957 3 8556 EDUCATION ADRIAN DOMINICAN SISTERS ADRIAN DOMINICAN SISTERS 1257 EAST SIENA HEIGHTS DR 1257 EAST SIENA HEIGHTS DR ADRIAN MI 49221 843503684 3 7000 AMERICAN FARM MUSEUM & EDU CENTER AMERICAN FARM MUSEUM & EDU CENTER 400 JEFFERSON ST 400 JEFFERSON ST BLISSFIELD MI 49221 3 20000 ASSOCIATED CHARITIES ASSOCIATED CHARITIES 221 S TECUMSEH ST 221 S TECUMSEH ST ADRIAN MI 49221 381304224 3 16853 HUMAN SERVICES BOY SCOUTS 783 (MI CROSSROADS COU) BOY SCOUTS 783 (MI CROSSROAD COU) 137 S MARKETPLACE BLVD 137 S MARKETPLACE BLVD LANSING MI 48917 454003240 3 7746 BOYS & GIRLS CLUB OF LENAWEE BOYS & GIRLS CLUB OF LENAWEE 340 E CHURCH ST 340 E CHURCH ST ADRIAN MI 49221 383558470 3 49540 HUMAN SERVICES CATHOLIC CHARITIES OF LENAWEE CATHORIC CHARITIES OF LENAWEE 199 BROAD ST 199 BROAD ST ADRIAN MI 49221 381818593 3 26164 HUMAN SERVICES CHILD CARE NETWORK CHILD CARE NETWORK 1040 S WINTER ST 1040 S WINTER ST ADRIAN MI 49221 382160250 3 22500 HUMAN SERVICE CITY OF REFUGE MINISTRIES CITY OF REFUGE MINISTRIES 903 STATE ST 903 STATE ST ADRIAN MI 49221 800844641 3 23000 FOOD ASSISTANCE COMMUNITY ACTION AGENCY COMMUNITY ACTION AGENCY 400 W SOUTH 400 W SOUTH ADRIAN MI 49221 381803599 3 6500 HUMAN SERVICES CROSWELL OPERA HOUSE CROSWELL OPERA HOUSE 129 E MAUMEE ST 129 E MAUMEE ST ADRIAN MI 49221 386144993 3 54761 CAPITAL PROJECT DAILY BREAD OF LENAWEE DAILY BREAD OF LENAWEE PO BOX 894 PO BOX 894 ADRIAN MI 49221 383531414 3 8135 HUMAN SERVICES FAMILY COUNSELING & CHILDRENS SER FAMILY COUNSELING & CHILDREN'S SERV 220 NORTH MAIN ST 220 NORTH MAIN ST ADRIAN MI 49221 381660960 3 27571 HUMAN SERVICES GOODWILL INDUSTRIES SEMI GOODWILL INDUSTRIES SEMI 1400 US 223 1400 US 223 ADRIAN MI 49221 381646249 3 9076 JOB TRAINING HABITAT FOR HUMANITY OF LENAWEE HABITAT FOR HUMANITY OF LENAWEE 1205 E BEECHER ST 1205 E BEECHER ST ADRIAN MI 49221 382886158 3 15751 HUMAN SERVICES HOLY FAMILY PARISH ADRIAN HOLY FAMILY PARISH ADRIAN 305 DIVISION ST 305 DIVISION ST ADRIAN MI 49221 381404597 3 6500 HOPE COMMUNITY CENTER HOPE COMMUNITY CENTER 431 BAKER ST 431 BAKER ST ADRIAN MI 49221 382177974 3 18418 HUMAN SERVICES HOSPICE OF LENAWEE HOSPICE OF LENAWEE 1903 WOLF CREEK HWY 1903 WOLF CREEK HWY ADRIAN MI 49221 382414012 3 9461 HEALTH HOUSING HELP OF LENAWEE HOUSING HELP OF LENAWEE 307 E CHURCH ST 307 E CHURCH ST ADRIAN MI 49221 383091170 3 27500 HUMAN SERVICES I-92 MINISTRIES I-92 MINISTRIES 10480 MATTHEWS HWY 10480 MATTHEWS HWY CLINTON MI 49236 460595081 3 20000 LEGAL SERVICES OF SC MICHIGAN LEGAL SEREVICES OF SC MICHIGAN 420 N 4TH AVE 420 N 4TH AVE ANN ARBOR MI 48104 381845544 3 20000 HUMAN SERIVCES LENAWEE HUMANE SOCIETY LENAWEE HUMAN SOCIETY 705 W BEECHER ST 705 W BEECHER ST ADRIAN MI 49221 381574080 3 6000 HEALTH MICHIGAN DHHS MICHIGAN DHHS 333 S GRAND AVE 333 S GRAND AVE LANSING MI 48909 GOV 10000 NEIGHBORS OF HOPE NEIGHBORS OF HOPE 410 E MAUMEE 410 E MAUMEE ADRIAN MI 49221 203801079 3 27354 HUMAN SERVICES PROMEDICA PROMEDICA 5640 N ADRIAN HWY 5640 N ADRIAN HWY ADRIAN MI 49221 382149602 3 50000 HEALTH SAFELITE AUTOGLASS FOUNDATION SAFELITE AUTOGLASS FOUNDATION 7400 SAFELITE WAY 7400 SAFELITE WAY COLUMBUS OH 43235 203683768 3 65000 SHARE THE WARMTH SHARE THE WARMTH PO BOX 726 PO BOX 726 ADRIAN MI 49221 815143616 3 15000 HOMELESS SHELTER SHELBY COUNTY UNITED FUND SHELBY COUNTY UNITED FUND 126 N HARRISON 126 N HARRISON SHELBYVILLE IN 46176 350953458 3 34825 HUMAN SERVICES SIENA HEIGHTS UNIVERSITY SIENA HEIGHTS UNIVERSITY 1247 E SIENA HEIGHTS DR 1247 E SIENA HEIGHTS DR ADRIAN MI 49221 381366958 3 40000 EDUCATION YMCA OF LENAWEE YMCA OF LENAWEE 638 W MAUMEE ST 638 W MAUMEE ST ADRIAN MI 49221 381393859 3 10000 HUMAN SERVICES SCHOLARSHIPS 121014 SCHEDULE I, PAGE 1, PART I, LINE 2 OBJECTIVE SELECTION CRITERIA AND PROCESSES AS WELL AS ELIGIBILTY RECORDS ARE MAINTAINED FOR ALL GRANTS AND SCHOLARSHIPS. GRANT RECIPIENTS ARE REQUIRED TO PROVIDE PROGRAM AND FINANICAL REPORTS TO ASSURE GOALS ARE MET AND FINANCES ARE SPENT AS INTENDED. SCHOLARSHIPS ARE PAID JOINTLY TO THE RECIPIENTS AND THE COLLEGE OR UNIVERSITY. STUDENTS ARE REQUIRED TO PROVIDE CLASS INFORMATION AND GRADE TRANSCRIPTS. IF A STUDENT IS NOT ENROLLED, FUNDS ARE REFUNDED BY THE INSTITUTION. FORM 990 - ORGANIZATION'S MISSION TO ENHANCE THE QUALITY OF LIFE OF LENAWEE COUNTY CITIZENS PRIMARILY THROUGH PERMANENT ENDOWMENTS BY IDENTIFYING AND ADDRESSING CURRENT AND ANTICIPATED NEEDS, AND RAISING, MANAGING, AND DISTRIBUTING FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION, AND HUMAN SERVICES. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM IS EMAILED TO THE ENTIRE BOARD OF DIRECTORS TO GIVE THEM AN OPPORTUNITY FOR REVIEW, QUESTIONS OR INPUT. THE BOARD OF DIRECTORS REVIEWED THE FORM 990 AND VOTED AT ITS MEETING ON MARCH 26, 2010 TO APPROVE AND SUBMIT THE 2019 FORM 990 TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST STATEMENT AND PROVIDES A LIST OF DISCLOSURES WHERE THERE MAY BE A POTENTIAL CONFLICT OF INTEREST. FOUNDATION DIRECTORS ABSTAIN FROM VOTING WHEN THERE IS A POSSBILE CONFLICT OF INTEREST, AND IT IS DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT AND CEO'S COMPENSATION IS DETERMINED BY CONDUCTING A FORMAL WRITTEN AND VERBAL EVALUATION TO DETERMINE IF GOALS HAVE BEEN MET; REVIEWING THE BUDGET TO DETERMINE FUNDS AVAILABLE FOR SALARIES; OBTAINING DATA ON CHANGES TO THE NATIONAL COST OF LIVING; AND REVIEWING COMPARABLE SALARIES AS SURVEYED BY THE COUNCIL OF MICHIGAN FOUNDATIONS, THE NATIONAL COUNCIL ON FOUNDATIONS, THE MICHIGAN NONPROFIT ASSOCIATION, AND A LOCAL SALARY AND BENEFITS SURVEY. THE EXECUTIVE COMMITTEE CONDUCTS THE FORMAL EVALUATION OF THE PRESIDENT & CEO, REPORTS ON THIS EVALUATION TO THE FULL BOARD OF DIRECTORS, AND MAKES A RECOMMENDATION FOR THE SALARY ADJUSTMENT. THE FULL BOARD VOTES ON ANY CHANGES IN SALARY. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR ALL EMPLOYEES OTHER THAN THE PRESIDENT & CEO, WAS DETERMINED BY THE PRESIDENT & CEO, AFTER FORMAL WRITTEN AND VERBAL EVALUATIONS, REVIEW OF THE MONIES AVAILABLE IN THE BUDGET APPROVED BY THE BOARD, REVIEW OF THE COST OF LIVING ADJUSTMENT, AND REVIEWING COMPARABLE SALARIES FOR THE POSITIONS IN LOCAL, STATE AND NATIONAL SURVEYS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO INTERESTED PARTIES UPON REQUEST. ADDITIONALLY, THE FOUNDATION INCLUDES A STATEMENT OF FINANCIAL POSITION AND A STATEMENT OF ACTIVITIES IN THE ANNUAL REPORT, AND STATES THAT INDIVIDUALS CAN CONTACT THE FOUNDATION OFFICE TO RECEIVE A FULL COPY OF THE ANNUAL AUDIT. FORM 990, PART XI, LINE 9 EXPENSES RELATED TO AGENCY ACTIVITY 316,218 REVENUE RELATED TO AGENCY ACTIVITY -633,761 CHANGE IN CGA PAYABLES -171,633 TOTAL -489,176