2020-12-01T14:04:05-06:00 2020-03-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2019-04-01 386263347 COUNCIL OF MICHIGAN FOUNDATIONS COUN 6168427080 PO BOX 329 GRAND HAVEN MI 49417 KYLE CALDWELL PRESIDENT & CEO 6168427080 2020-11-24 1 BRANDY L TERWILLIGER CPA P00645694 5173237500 2020-11-24 2019 2022-09-23 18:48:47Z X KYLE CALDWELL PO BOX 329 GRAND HAVEN MI 49417 8358569 0 X WWW.MICHIGANFOUNDATIONS.ORG X 1975 MI TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 21 20 41 200 40749 27199 4870970 5988750 676251 2124761 487051 194171 8546 7149 6042818 8314831 1487149 2260105 0 0 2554709 3059621 0 0 89031 2776379 2613072 6818237 7932798 -775419 382033 30742787 29899457 1335705 1486201 29407082 28413256 X TO LEAD, STRENGTHEN AND SUPPORT MICHIGAN'S COMMUNITY OF PHILANTHROPY. 0 0 4360464 672105 1406679 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. 472158 158000 475395 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. 1327362 1430000 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. 450953 209087 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. 450953 209087 6610937 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 47 0 1 41 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 JOE SCANTLEBURY TRUSTEE 0.60 X 0 0 0 JONATHAN AARON TRUSTEE 1.00 X 0 0 0 JULIE RIDENOUR TRUSTEE 1.00 X 0 0 0 LYNNETTE FERRELL TRUSTEE 0.60 X 0 0 0 MARGO PERNICK TRUSTEE 0.60 0.50 X 0 0 0 MELANCA CLARK TRUSTEE 0.60 X 0 0 0 RENEE JOHNSTON TRUSTEE 1.00 X 0 0 0 RIDGWAY WHITE TRUSTEE 0.60 X 0 0 0 ROB VALLENTINE TRUSTEE 0.60 X 0 0 0 SHERI REID GRANT TRUSTEE 0.60 X 0 0 0 AUDREY HARVEY TREASURER 1.00 X X 0 0 0 VINCENT TILFORD SECRETARY 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 DAVID DJ JONES CHAIR 1.00 X X 0 0 0 KYLE CALDWELL PRESIDENT/CEO 45.00 5.00 X X 242667 8300 50580 DAVID LINDBERG CFO 45.00 5.00 X 142260 6200 32842 WILLIAM CORKILL SENIOR VP, IT & MEMBERSHIP SYSTEMS 45.00 X 129426 0 26367 BRIDGET MCGUIGGAN CHIEF STRATEGY OFFICER 45.00 X 108486 0 24273 622839 14500 134062 4 0 1 0 PUBLIC SECTOR CONSULTANTS 230 NORTH WASHINGTON SQUARE SUITE LANSING MI 48933 PROJECT MANAGEMENT 587228 URBAN SWIRSKI & ASSOCIATES 601 13TH STREET NW SUITE 950 SOUTH WASHINGTON DC 20005 LEGISLATIVE ANALYSIS 123158 2 5988750 5988750 MEMBERSHIP DUES 900099 1490995 1490995 CONFERENCE INCOME 900099 555366 555366 CONSULTING SERVICES 541610 39818 39818 WEBSITE SERVICES 519100 31100 31100 OTHER INCOME 900099 4982 4982 2500 2500 2124761 237909 237909 43738 -43738 -43738 -43738 UBI PRIVATE EQUITY INV 900099 7149 7149 7149 8314831 2091161 40749 194171 X 2260105 2260105 521100 371336 137165 12599 2010078 1432384 529097 48597 179730 128076 47309 4345 187013 133265 49227 4521 161700 115228 42563 3909 132950 131324 1626 24799 24799 195657 195657 41435 41435 920033 920033 25717 17149 7848 720 50939 30216 18980 1743 119454 75923 39869 3662 196778 181349 14131 1298 594887 594887 38286 21254 15599 1433 7795 5198 2379 218 COMMUNICATIONS 82469 63841 17061 1567 DUES 72606 52594 18329 1683 TELECOMMUNICATIONS 53465 29681 21782 2002 OVERHEAD CHARGED TO SPE 29669 29669 26133 17425 7974 734 7932798 6610937 1232830 89031 4904892 3490329 1649576 1608378 2965733 3894904 148722 136945 718042 571379 172609 146663 20357948 20622238 543307 30742787 29899457 191059 169728 39500 39500 1063370 1185250 41776 91723 1335705 1486201 X 13750737 12232286 15656345 16180970 29407082 28413256 30742787 29899457 382033 -1552463 176604 0 X 0 1 X 1 0 X 2751228 6937538 6427936 4870970 5988750 26976422 30000 30000 30000 30000 30000 150000 2781228 6967538 6457936 4900970 6018750 27126422 15672675 11453747 76889 200635 21710 487051 237909 1024194 1746 220 33559 31776 27199 94500 28245116 4258003 0.40550 0.47390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 195657 195657 7737141 7932798 546640 136660 0 0 383578 404143 490912 546640 1825273 2737910 11552 13770 13700 195657 234679 95895 101036 122728 136660 456319 684479 22382067 1357280 -1488260 910324 21340763 21675940 1419073 117651 150189 680408 22382067 20041059 55382 2366231 164721 622011 21675940 19181300 42185 1687740 160812 709354 20041059 20504230 97885 -586720 177613 656482 19181300 0.51000 0.49000 0 0 362144 286332 75812 79911 36845 43066 275987 248202 27785 146663 ACCRUED PAYROLL & TAXES 91407 MISC 316 91723 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) 95000 TRUTH, RACIAL HEALING AND TRANSFORMATION (TRHT) INITIATIVE BAY AREA COMMUNITY FOUNDATION 1000 ADAMS ST BAY CITY MI 48708 382418086 501(C)(3) 101000 GREAT LAKES ONE WATER (GLOW) PARTNERSHIP 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) 405000 TRUTH, RACIAL HEALING AND TRANSFORMATION (TRHT) INITIATIVE COMMUNITY FOUNDATION OF MARQUETTE COUNTY 228 W WASHINGTON ST SUITE 6 MARQUETTE MI 49855 382826563 501(C)(3) 103659 GREAT LAKES ONE WATER (GLOW) PARTNERSHIP & CLEAN ENERGY GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION 223 LAKE AVE SUITE B TRAVERSE CITY MI 49684 383056434 501(C)(3) 100000 GREAT LAKES ONE WATER (GLOW) PARTNERSHIP KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVE KALAMAZOO MI 49007 383333202 501(C)(3) 430000 TRUTH, RACIAL HEALING AND TRANSFORMATION (TRHT) INITIATIVE LEGACY FOUNDATION 370 E 84TH DRIVE SUITE 100 MERRILLVILLE IN 46410 351872803 501(C)(3) 100000 GREAT LAKES ONE WATER (GLOW) PARTNERSHIP MICHIGAN NONPROFIT ASSOCIATION 330 MARSHALL STREET SUITE 200 LANSING MI 48912 382959692 501(C)(3) 150000 CENSUS 2020 MICHIGAN STATE UNIVERSITY 426 AUDITORIUM RD ROOM 2 CONTRACT GRANT ADMINISTRATION EAST LANSING MI 48824 386005984 501(C)(3) 250000 TRUTH, RACIAL HEALING AND TRANSFORMATION (TRHT) INITIATIVE NIAGARA COMMUNITY FOUNDATION 8 CHURCH ST STE 301 ST CATHERINES ONTARIO CA L2R 3B3 100000 GREAT LAKES ONE WATER (GLOW) PARTNERSHIP COMMUNITY FOUNDATION OF THE UPPER PENINSULA 2420 1ST AVE S 101 ESCANABA MI 49829 383227080 501(C)(3) 5000 TECHNOLOGY GRANT AWARD 12 1 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 240684 8300 0 0 1983 0 24899 0 25681 0 293247 8300 0 0 DAVID LINDBERG CFO 142260 6200 0 0 0 0 14846 0 17996 0 175102 6200 0 0 WILLIAM CORKILL SENIOR VP, IT & MEMBERSHIP SYSTEMS 129426 0 0 0 0 0 12943 0 13424 0 155793 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 920,033. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 920,033. 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 1 0 0 1 0 1 0 0 LEARNING TO GIVE L 29448 CASH LEARNING TO GIVE Q 352303 CASH LEARNING TO GIVE O 468351 CASH