COUNCIL OF MICHIGAN FOUNDATIONS INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL OF MICHIGAN FOUNDATIONS INC (EIN 38-6263347)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-11-21
- IRS object ID
- 201703259349300705
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-21T08:11:37-06:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rehmann Robson LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Milliken Place 107 S Cass Ste A | AddressLine1Txt |
| City | Traverse City | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386263347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council of Michigan Foundations | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 6168427080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Harbor Dr No 3 | AddressLine1Txt |
| City | Grand Haven | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert S Collier | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6168427080 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kerry J Nelson CPA | PreparerPersonNm |
| PTIN | P00932757 | PTIN |
| Phone | 2319463230 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.129.83.126 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 14:12:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8102AAE55D5E8445993F79532F9C473785E8A121 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C97DB91CA473E2B79A89F46DCE64EDF7242E43CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert S Collier | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Harbor Dr No 3 | AddressLine1Txt |
| City | Grand Haven | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,720,504 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.michiganfoundations.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | The Council of Michigan Foundations' (CMF) mission is to grow the impact of Michigan philanthropy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $5,700 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $220 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,751,228 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,937,539 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $571,230 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $582,330 | CYProgramServiceRevenueAmt |
| PY Investment Income | $76,889 | PYInvestmentIncomeAmt |
| CY Investment Income | $200,635 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,399,347 | PYTotalRevenueAmt |
| CY Total Revenue | $7,720,504 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $552,118 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $465,240 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,388,402 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,196,930 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $103,105 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,223,524 | PYOtherExpensesAmt |
| CY Other Expenses | $2,009,388 | CYOtherExpensesAmt |
| PY Total Expenses | $5,164,044 | PYTotalExpensesAmt |
| CY Total Expenses | $4,671,558 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,764,697 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,048,946 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,375,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,850,568 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,698,272 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,621,185 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,677,404 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,229,383 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To grow the impact of Michigan philanthropy. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,010,886 | ExpenseAmt |
| Grant | $315,240 | GrantAmt |
| Revenue | $576,630 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $484,427 | ExpenseAmt |
| Grant | $150,000 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $211,562 | ExpenseAmt |
| Desc | CMF in partnership with the Skillman Foundation has a two-year fellowship program in the areas of public policy, communications and evaluation. The purpose of the program is to introduce diverse recent college graduates to the field of philanthropy, with the long term goal of increasing the diversity of foundation staff. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $71,763 | ExpenseAmt |
| Desc | In 2017 CMF received a $270,000 grant from the C.S. Mott Foundation for the Clean Energy Community Initiative, Exploration and Learning Phase. The primary purpose of this request is for the exploration of a program to support community foundations as they serve in a leadership role for clean energy transition in their communities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $71,763 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,778,638 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 37 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council of Michigan Foundations | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6168427080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 South Harbor Dr Suite 3 | AddressLine1Txt |
| City | Grand Haven | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49417 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Tonya Allen | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bobbie Arnold | ||||||||
| Vice Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Carolyn Bloodworth | ||||||||
| Vice Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Robert Collier | ||||||||
| President | 50.00 | Yes (X) | $237,720 | $0 | $42,612 | Yes (X) | 2.00 | |
| Ellen Crane | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eileen Curtis | ||||||||
| Vice Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Phillip Fisher | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eleonora Frey Zagel | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Neal Hegarty | ||||||||
| Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Russell Mawby | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Vivian Pickard | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Marsha Smith | ||||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Margaret Talburtt | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| La June Montgomery Tabron | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Jones | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Audrey Harvey | ||||||||
| Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Caroline Altman Smith | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Neel Hajra | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Danielle Lajoie | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Aaron | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sara Morley LaCroix | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Handy Lindsey | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Lindberg | ||||||||
| CFO | 45.00 | $133,698 | $0 | $19,166 | Yes (X) | |||
| Debbie McKeon | ||||||||
| Senior VP of Member Services | 45.00 | $179,288 | $0 | $23,663 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $550,706 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $85,441 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Metropolitan Planning Council | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 S Dearborn St Suite 1400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consultant | ServicesDesc |
| Compensation | $140,553 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,330,705 | MembershipDuesAmt |
| All Other Contributions | $5,606,834 | AllOtherContributionsAmt |
| Total Contributions | $6,937,539 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Conference Income | 900099 | $466,925 | $466,925 | |
| Consulting Services | 900099 | $99,037 | $99,037 | |
| Other Income | 900099 | $10,454 | $10,454 | |
| Member Websites | 900099 | $5,700 | $5,700 | |
| Publication Income | 900099 | $214 | $214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $582,330 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,635 | TotalRevenueColumnAmt |
| Exclusion | $200,635 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,720,504 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $576,630 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,700 | UnrelatedBusinessRevenueAmt |
| Exclusion | $200,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,240 | TotalAmt |
| Program Services | $465,240 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,952 | TotalAmt |
| Program Services | $379,019 | ProgramServicesAmt |
| Management And General | $200,345 | ManagementAndGeneralAmt |
| Fundraising | $53,588 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,957 | TotalAmt |
| Program Services | $885,025 | ProgramServicesAmt |
| Management And General | $197,763 | ManagementAndGeneralAmt |
| Fundraising | $28,169 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,711 | TotalAmt |
| Program Services | $77,951 | ProgramServicesAmt |
| Management And General | $35,727 | ManagementAndGeneralAmt |
| Fundraising | $5,033 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,237 | TotalAmt |
| Program Services | $128,027 | ProgramServicesAmt |
| Management And General | $67,915 | ManagementAndGeneralAmt |
| Fundraising | $9,295 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,073 | TotalAmt |
| Program Services | $81,837 | ProgramServicesAmt |
| Management And General | $41,500 | ManagementAndGeneralAmt |
| Fundraising | $5,736 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,119 | TotalAmt |
| Program Services | $52,964 | ProgramServicesAmt |
| Management And General | $7,155 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,376 | TotalAmt |
| Management And General | $11,376 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,353 | TotalAmt |
| Management And General | $10,353 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,091 | TotalAmt |
| Program Services | $623,906 | ProgramServicesAmt |
| Management And General | $41,185 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,938 | TotalAmt |
| Program Services | $49,523 | ProgramServicesAmt |
| Management And General | $31,365 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,198 | TotalAmt |
| Program Services | $25,553 | ProgramServicesAmt |
| Management And General | $17,645 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,628 | TotalAmt |
| Program Services | $49,590 | ProgramServicesAmt |
| Management And General | $34,038 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,803 | TotalAmt |
| Program Services | $137,200 | ProgramServicesAmt |
| Management And General | $37,369 | ManagementAndGeneralAmt |
| Fundraising | $1,234 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,311 | TotalAmt |
| Program Services | $664,311 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,391 | TotalAmt |
| Program Services | $45,187 | ProgramServicesAmt |
| Management And General | $31,204 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,810 | TotalAmt |
| Program Services | $3,437 | ProgramServicesAmt |
| Management And General | $2,373 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Communications | $84,249 | $84,249 | |
| Dues & Sponsors | $53,301 | $36,206 | $17,095 |
| Books & Subscriptions | $8,917 | $7,306 | $1,611 |
| Loss on sale of fixed a | -$4,281 | -$4,281 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$9,816 | TotalAmt |
| Program Services | -$13,612 | ProgramServicesAmt |
| Management And General | $3,796 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,671,558 | TotalAmt |
| Program Services | $3,778,638 | ProgramServicesAmt |
| Management And General | $789,815 | ManagementAndGeneralAmt |
| Fundraising | $103,105 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,471 | BOYAmt |
| EOY | $1,737,749 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,130,019 | BOYAmt |
| EOY | $3,754,677 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,454 | BOYAmt |
| EOY | $2,932,920 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,464 | BOYAmt |
| EOY | $117,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $786,552 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $613,595 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,544 | BOYAmt |
| EOY | $172,957 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,459,013 | BOYAmt |
| EOY | $18,421,167 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,711 | BOYAmt |
| EOY | $713,490 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,375,676 | BOYAmt |
| EOY | $27,850,568 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,617 | BOYAmt |
| EOY | $230,462 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,000 | BOYAmt |
| EOY | $7,250 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,495 | BOYAmt |
| EOY | $966,075 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,160 | BOYAmt |
| EOY | $417,398 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,698,272 | BOYAmt |
| EOY | $1,621,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,509,082 | BOYAmt |
| EOY | $13,159,516 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,071,169 | BOYAmt |
| EOY | $7,972,714 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,097,153 | BOYAmt |
| EOY | $5,097,153 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,677,404 | BOYAmt |
| EOY | $26,229,383 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,375,676 | BOYAmt |
| EOY | $27,850,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,048,946 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,503,033 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,220,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,873,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,268,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,751,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,937,538 | CurrentTaxYearAmt |
| Total | $20,050,535 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,000 | CurrentTaxYearAmt |
| Total | $150,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,250,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,903,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,298,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,781,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,967,538 | CurrentTaxYearAmt |
| Total | $20,200,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,214,393 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,986,142 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $229,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,889 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,928 | CurrentTaxYearAmt |
| Total | $552,259 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $220 | CurrentTaxYearAmt |
| Total | $17,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,770,018 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,851,971 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,552 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,552 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,660,006 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,671,558 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $383,578 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,895 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $441,956 | CurrentYearMinus3Amt |
| Current Year Minus2 | $386,295 | CurrentYearMinus2Amt |
| Current Year Minus1 | $407,574 | CurrentYearMinus1Amt |
| Current Year | $383,578 | CurrentYearAmt |
| Total | $1,619,403 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,429,105 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $4,800 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,800 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,945 | CurrentYearMinus1Amt |
| Current Year | $11,552 | CurrentYearAmt |
| Total | $32,097 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $101,894 | CurrentYearMinus1Amt |
| Current Year | $95,895 | CurrentYearAmt |
| Total | $197,789 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $296,684 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,181,300 | BeginningYearBalanceAmt |
| Contributions | $42,185 | ContributionsAmt |
| Investment Earnings Or Losses | $1,687,740 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $160,812 | GrantsOrScholarshipsAmt |
| Other Expenditures | $709,354 | OtherExpendituresAmt |
| End Year Balance | $20,041,059 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,504,230 | BeginningYearBalanceAmt |
| Contributions | $97,885 | ContributionsAmt |
| Investment Earnings Or Losses | -$586,720 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $177,613 | GrantsOrScholarshipsAmt |
| Other Expenditures | $656,482 | OtherExpendituresAmt |
| End Year Balance | $19,181,300 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,371,791 | BeginningYearBalanceAmt |
| Contributions | $330,585 | ContributionsAmt |
| Investment Earnings Or Losses | $524,193 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $135,461 | GrantsOrScholarshipsAmt |
| Other Expenditures | $586,878 | OtherExpendituresAmt |
| End Year Balance | $20,504,230 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,953,461 | BeginningYearBalanceAmt |
| Contributions | $125,513 | ContributionsAmt |
| Investment Earnings Or Losses | $2,014,791 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $121,450 | GrantsOrScholarshipsAmt |
| Other Expenditures | $600,525 | OtherExpendituresAmt |
| End Year Balance | $20,371,790 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,944,315 | BeginningYearBalanceAmt |
| Contributions | $61,737 | ContributionsAmt |
| Investment Earnings Or Losses | $1,784,846 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $130,992 | GrantsOrScholarshipsAmt |
| Other Expenditures | $706,445 | OtherExpendituresAmt |
| End Year Balance | $18,953,461 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $368,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $272,491 | DepreciationAmt |
| Book Value | $96,252 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $303,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $237,897 | DepreciationAmt |
| Book Value | $65,193 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,719 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,207 | DepreciationAmt |
| Book Value | $11,512 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $172,957 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued payroll & taxes | $49,665 |
| Health Insurance withheld | $2,260 |
| Due to supporting organizations | $365,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $417,398 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,381,070 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,503,033 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $167,886 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,670,919 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,710,151 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,353 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $10,353 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,720,504 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,829,091 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $167,886 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $167,886 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,661,205 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,353 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $10,353 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,671,558 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Income Taxes CMF and its supporting organizations, MCFV, CMFSO and LTG, are not-for-profit organizations exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and are also exempt from similar state and local taxes. Although the Organization was granted income tax exemption by the Internal Revenue Service, such exemption does not apply to "unrelated business taxable income." Such income, pursuant to the Internal Revenue Code and related regulations, includes investment income. The Organization has been classified as not a private foundation. The Organization analyzes its income tax filing positions in the federal and state jurisdictions where it is required to file income tax returns, as well as all open tax years in these jurisdictions, to identify potential uncertain tax positions. The Organization treats interest and penalties attributable to income taxes, and reflects any charges for such, to the extent they arise, as a component of its management and general expenses. The Organization has evaluated its income tax filing positions for fiscal years 2013 through 2017, the years which remain subject to examination as of March 31, 2017. The organization concluded that there are no significant uncertain tax positions requiring recognition in the Organization's consolidated financial statements. The Organization does not expect the total amount of unrecognized tax benefits ("UTB") (e.g. tax deductions, exclusions, or credits claimed or expected to be claimed) to significantly change in the next twelve months. The Organization does not have any amounts accrued for interest and penalties related to UTBs at March 31, 2017 and 2016, and is not aware of any claims for such amounts by federal or state income tax authorities. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Battle Creek Community Foundation | |||||||||
| 32 Michigan Ave W | Battle Creek | MI | 49017 | 382045459 | 501(c)(3) | $20,000 | Check | LCAN Grant | |
| Bay Area Community Foundation | |||||||||
| 1000 Adams St Suite 200 Pere | Bay City | MI | 48708 | 382418086 | 501(c)(3) | $25,000 | Check | LCAN Grant | Marquette Depot |
| Canton Community Foundation | |||||||||
| 50430 School House Rd Suite 200 | Canton | MI | 48187 | 382898615 | 501(c)(3) | $4,500 | Check | Consulting Grant | |
| Canton Community Foundation | |||||||||
| 50430 School House Rd Suite 200 | Canton | MI | 48187 | 382898615 | 501(c)(3) | $750 | Check | Technology Grant | |
| Capital Region Community Foundation | |||||||||
| 330 Marshall St Ste 300 | Lansing | MI | 48912 | 382776652 | 501(c)(3) | $12,500 | Check | LCAN Grant | |
| Capital Region Community Foundation | |||||||||
| 330 Marshall St Ste 300 | Lansing | MI | 48912 | 382776652 | 501(c)(3) | $5,000 | Check | Technology Support | |
| Charles Stewart Mott Foundation | |||||||||
| 503 S Saginaw St Ste 1200 Mott | Flint | MI | 48502 | 381211227 | 501(c)(3) | $155,000 | Check | Office of The Foundation Liaison Support | Foundation Building |
| Community Foundation for Oceana County | |||||||||
| 425 WESTERN AVENUE Suite 200 | Muskegon | MI | 49440 | 386114135 | 501(c)(3) | $12,500 | Check | LCAN Grant | |
| Community Foundation for Oceana County | |||||||||
| 425 WESTERN AVENUE Suite 200 | Muskegon | MI | 49440 | 386114135 | 501(c)(3) | $4,500 | Check | Consulting Grant | |
| Community Foundation for St Clair County | |||||||||
| 633 E Meldrum Cir | Saint Clair | MI | 48079 | 386064622 | 501(c)(3) | $25,000 | Check | LCAN Grant | |
| The Community Foundation of the HollandZeeland Area | |||||||||
| 85 E 8th St Ste 110 | Holland | MI | 49423 | 386095283 | 501(c)(3) | $25,000 | Check | LCAN Grant | |
| The Community Foundation of the HollandZeeland Area | |||||||||
| 85 E 8th St Ste 110 | Holland | MI | 49423 | 386095283 | 501(c)(3) | $2,500 | Check | Technology Grant | |
| Detroiters Working for Enviromental Justice | |||||||||
| 4750 Woodward Ave Ste 415 | Detroit | MI | 48201 | 383259924 | 501(c)(3) | $8,000 | Check | Green & Blue Network Project | |
| Fremont Area Community Foundation | |||||||||
| 4424 W 48th St PO Box B | Fremont | MI | 49412 | 381443367 | 501(c)(3) | $38,760 | Check | LCAN Grant | |
| Hillsdale County Community Foundation | |||||||||
| 2 S Howell St PO Box 276 | Hillsdale | MI | 49242 | 383001297 | 501(c)(3) | $30,000 | Check | LCAN Grant | |
| Lake County Community Foundation | |||||||||
| 4424 W 48th St | Fremont | MI | 49412 | 381443367 | 501(c)(3) | $12,500 | Check | LCAN Grant | |
| Shiawassee Community Foundation | |||||||||
| PO Box 753 | Owosso | MI | 48867 | 383285624 | 501(c)(3) | $50,000 | Check | LCAN Grant | |
| Shiawassee Community Foundation | |||||||||
| PO Box 753 | Owosso | MI | 48867 | 383285624 | 501(c)(3) | $4,500 | Check | Consulting Grant | |
| Sturgis Area Community Foundation | |||||||||
| 310 N Franks Avenue | Sturgis | MI | 49091 | 383649922 | 501(c)(3) | $12,500 | Check | LCAN Grant | |
| Sturgis Area Community Foundation | |||||||||
| 310 N Franks Avenue | Sturgis | MI | 49091 | 383649922 | 501(c)(3) | $7,250 | Check | Scholarship for Annual Conference | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Collier | ||||||||||||||
| President | $232,821 | $0 | $0 | $0 | $4,899 | $0 | $0 | $0 | $42,612 | $0 | $280,332 | $0 | $0 | $0 |
| David Lindberg | ||||||||||||||
| CFO | $133,698 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,166 | $0 | $152,864 | $0 | $0 | $0 |
| Debbie McKeon | ||||||||||||||
| Senior VP of Member Services | $177,609 | $0 | $0 | $0 | $1,679 | $0 | $0 | $0 | $23,663 | $0 | $202,951 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The CMF compensation committee hired Mercer in 2015 to provide a compensation study of all management staff at CMF, including the president. This study was used as a basis for the president's current salary. Given the rates of inflation the last few years the committee felt the study remains relevent. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Organizations that have memberships with CMF are members of the corporation. |
| Form 990, Part VI, Section A, line 7a | Member organizations or individuals annually elect new members to the board of trustees. |
| 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. |
| Form 990, Part VI, Section B, line 12c | Annually trustees and employees are required to fill out the conflict of interest questionaire. 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 2015 the CMF board compensation committee hired Mercer to provide a follow up compensation study of all management staff including the president. This study was used as the basis for the current compensation packages. Given the rate of inflation the last few years the board feels this study is still relavent and has adjusted compensation accordingly. |
| 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 | Program Consultants: Program service expenses 611,531. Management and general expenses 41,185. Fundraising expenses 0. Total expenses 652,716. Program Evaluation: Program service expenses 12,375. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,375. |
| Form 990, Part XII, Line 2c: | CMF has an audit committee that reviews the results of the annual audit with the auditors. This process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Learning to Give | ||||||||||
| 1 S Harbor | Grand Haven | MI | 49417 | 611479763 | Teaching K-12 students about philanthropy & volunteerism | MI | 501C3 | Line 12, Type I | 0 | |
| Michigan Community Foundations Ventures | ||||||||||
| 1 S Harbor | Grand Haven | MI | 49417 | 383160228 | Support collaborative activities for community foundations | MI | 501C3 | Line 12, Type I | 0 | |
| Council of Michigan Foundations Supporting Organizations | ||||||||||
| 1 S Harbor | Grand Haven | MI | 49417 | 383151591 | Support collaborative responses by Michigan's foundation commmunity | MI | 501C3 | Line 12, Type I | Yes (1) | Council of Michigan Foundations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Learning to Give | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $383,367 | InvolvedAmt |
| Method Of Amount Determination | Invoices paid | MethodOfAmountDeterminationTxt |
Comments