2017-11-21T08:11:37-06:00 2017-03-31 383635706 Rehmann Robson LLC Milliken Place 107 S Cass Ste A Traverse City MI 49684 990 2016-04-01 386263347 Council of Michigan Foundations COUN 6168427080 One South Harbor Dr No 3 Grand Haven MI 49417 Robert S Collier President 6168427080 2017-11-14 1 Kerry J Nelson CPA P00932757 2319463230 2017-11-14 75.129.83.126 2017-11-14 14:12:12 ES P 8102AAE55D5E8445993F79532F9C473785E8A121 C97DB91CA473E2B79A89F46DCE64EDF7242E43CB 2016 2018-03-14 21:41:22Z Robert S Collier One South Harbor Dr No 3 Grand Haven MI 49417 7720504 0 X www.michiganfoundations.org X 1975 MI The Council of Michigan Foundations' (CMF) mission is to grow the impact of Michigan philanthropy. 22 21 37 200 5700 220 2751228 6937539 571230 582330 76889 200635 0 0 3399347 7720504 552118 465240 0 0 2388402 2196930 0 0 103105 2223524 2009388 5164044 4671558 -1764697 3048946 23375676 27850568 1698272 1621185 21677404 26229383 X To grow the impact of Michigan philanthropy. 0 0 3010886 315240 576630 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. 484427 150000 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. 211562 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. 71763 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. 71763 3778638 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 51 0 1 37 1 1 1 0 0 0 0 0 0 0 X 22 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X Council of Michigan Foundations 6168427080 1 South Harbor Dr Suite 3 Grand Haven MI 49417 Tonya Allen Trustee 1.00 X 0 0 0 Bobbie Arnold Vice Chair 1.00 X X 0 0 0 Carolyn Bloodworth Vice Chair 1.00 X X 0 0 0 Robert Collier President 50.00 2.00 X X 237720 0 42612 Ellen Crane Trustee 1.00 X 0 0 0 Eileen Curtis Vice Chair 1.00 X X 0 0 0 Phillip Fisher Trustee 1.00 X 0 0 0 Eleonora Frey Zagel Trustee 1.00 X 0 0 0 Neal Hegarty Chair 1.00 X X 0 0 0 Russell Mawby Trustee 1.00 X 0 0 0 Vivian Pickard Trustee 1.00 X 0 0 0 Marsha Smith Secretary 1.00 X X 0 0 0 Margaret Talburtt Trustee 1.00 X 0 0 0 La June Montgomery Tabron Trustee 1.00 X 0 0 0 David Jones Trustee 1.00 X 0 0 0 Audrey Harvey Treasurer 1.00 X X 0 0 0 Caroline Altman Smith Trustee 1.00 X 0 0 0 Neel Hajra Trustee 1.00 X 0 0 0 Danielle Lajoie Trustee 1.00 X 0 0 0 Jonathan Aaron Trustee 1.00 X 0 0 0 Sara Morley LaCroix Trustee 1.00 X 0 0 0 Handy Lindsey Trustee 1.00 X 0 0 0 David Lindberg CFO 45.00 X 133698 0 19166 Debbie McKeon Senior VP of Member Services 45.00 X 179288 0 23663 550706 0 85441 3 0 1 0 Metropolitan Planning Council 140 S Dearborn St Suite 1400 Chicago IL 60603 Consultant 140553 1 1330705 5606834 6937539 Conference Income 900099 466925 466925 Consulting Services 900099 99037 99037 Other Income 900099 10454 10454 Member Websites 900099 5700 5700 Publication Income 900099 214 214 582330 200635 200635 7720504 576630 5700 200635 X 465240 465240 632952 379019 200345 53588 1110957 885025 197763 28169 118711 77951 35727 5033 205237 128027 67915 9295 129073 81837 41500 5736 60119 52964 7155 11376 11376 10353 10353 665091 623906 41185 80938 49523 31365 50 43198 25553 17645 83628 49590 34038 175803 137200 37369 1234 664311 664311 76391 45187 31204 5810 3437 2373 Communications 84249 84249 Dues & Sponsors 53301 36206 17095 Books & Subscriptions 8917 7306 1611 Loss on sale of fixed a -4281 -4281 -9816 -13612 3796 4671558 3778638 789815 103105 2283471 1737749 3130019 3754677 299454 2932920 130464 117608 786552 613595 243544 172957 16459013 18421167 829711 713490 23375676 27850568 261617 230462 67000 7250 948495 966075 421160 417398 1698272 1621185 X 12509082 13159516 4071169 7972714 5097153 5097153 21677404 26229383 23375676 27850568 3048946 1503033 0 X X 0 1 X 1 0 X 2220065 5873399 2268305 2751228 6937538 20050535 0 30000 30000 30000 30000 30000 150000 2250065 5903399 2298305 2781228 6967538 20200535 10214393 9986142 127389 102694 229359 76889 15928 552259 110 7916 6232 2746 220 17224 20770018 2851971 0.48080 0.51050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 11552 11552 4660006 4671558 383578 95895 0 0 441956 386295 407574 383578 1619403 2429105 4800 4800 10945 11552 32097 101894 95895 197789 296684 0 19181300 42185 1687740 160812 709354 20041059 20504230 97885 -586720 177613 656482 19181300 20371791 330585 524193 135461 586878 20504230 18953461 125513 2014791 121450 600525 20371790 17944315 61737 1784846 130992 706445 18953461 0.58000 0.25000 0.17000 0 0 368743 272491 96252 303090 237897 65193 114719 103207 11512 172957 Accrued payroll & taxes 49665 Health Insurance withheld 2260 Due to supporting organizations 365473 417398 X 9381070 1503033 167886 1670919 7710151 10353 10353 7720504 4829091 167886 167886 4661205 10353 10353 4671558 Part X, Line 2: 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. 1 Battle Creek Community Foundation 32 Michigan Ave W Battle Creek MI 49017 382045459 501(c)(3) 20000 Check LCAN Grant Bay Area Community Foundation 1000 Adams St Suite 200 Pere Marquette Depot Bay City MI 48708 382418086 501(c)(3) 25000 Check LCAN Grant Canton Community Foundation 50430 School House Rd Suite 200 Canton MI 48187 382898615 501(c)(3) 4500 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) 12500 Check LCAN Grant Capital Region Community Foundation 330 Marshall St Ste 300 Lansing MI 48912 382776652 501(c)(3) 5000 Check Technology Support Charles Stewart Mott Foundation 503 S Saginaw St Ste 1200 Mott Foundation Building Flint MI 48502 381211227 501(c)(3) 155000 Check Office of The Foundation Liaison Support Community Foundation for Oceana County 425 WESTERN AVENUE Suite 200 Muskegon MI 49440 386114135 501(c)(3) 12500 Check LCAN Grant Community Foundation for Oceana County 425 WESTERN AVENUE Suite 200 Muskegon MI 49440 386114135 501(c)(3) 4500 Check Consulting Grant Community Foundation for St Clair County 633 E Meldrum Cir Saint Clair MI 48079 386064622 501(c)(3) 25000 Check LCAN Grant The Community Foundation of the HollandZeeland Area 85 E 8th St Ste 110 Holland MI 49423 386095283 501(c)(3) 25000 Check LCAN Grant The Community Foundation of the HollandZeeland Area 85 E 8th St Ste 110 Holland MI 49423 386095283 501(c)(3) 2500 Check Technology Grant Detroiters Working for Enviromental Justice 4750 Woodward Ave Ste 415 Detroit MI 48201 383259924 501(c)(3) 8000 Check Green & Blue Network Project Fremont Area Community Foundation 4424 W 48th St PO Box B Fremont MI 49412 381443367 501(c)(3) 38760 Check LCAN Grant Hillsdale County Community Foundation 2 S Howell St PO Box 276 Hillsdale MI 49242 383001297 501(c)(3) 30000 Check LCAN Grant Lake County Community Foundation 4424 W 48th St Fremont MI 49412 381443367 501(c)(3) 12500 Check LCAN Grant Shiawassee Community Foundation PO Box 753 Owosso MI 48867 383285624 501(c)(3) 50000 Check LCAN Grant Shiawassee Community Foundation PO Box 753 Owosso MI 48867 383285624 501(c)(3) 4500 Check Consulting Grant Sturgis Area Community Foundation 310 N Franks Avenue Sturgis MI 49091 383649922 501(c)(3) 12500 Check LCAN Grant Sturgis Area Community Foundation 310 N Franks Avenue Sturgis MI 49091 383649922 501(c)(3) 7250 Check Scholarship for Annual Conference 14 0 Part I, Line 2: Grantees are required to sign a grant agreement document indicating funds are only to be used for the charitable purpose noted in the award letter. Grantees are also required to provide a report at the end of the grant period on how the funds were actually used. X X X X 0 0 0 0 0 0 0 0 0 Robert Collier President 232821 0 0 0 4899 0 0 0 42612 0 280332 0 0 0 David Lindberg CFO 133698 0 0 0 0 0 0 0 19166 0 152864 0 0 0 Debbie McKeon Senior VP of Member Services 177609 0 0 0 1679 0 0 0 23663 0 202951 0 0 0 Part I, Line 3 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. 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. 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 Council of Michigan Foundations 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 Learning to Give P 383367 Invoices paid