2017-05-10T11:57:30-04:00 2016-12-31 208440208 DONNA BAKER & ASSOCIATES LLC 102 E MAUMEE ST ADRIAN MI 492212704 990 2016-01-01 386095474 LENAWEE COMMUNITY FOUNDATION LENA 5174231729 PO BOX 142 TECUMSEH MI 49286 SUANN HAMMERSMITH PRESIDENT & CEO 5174231700 2017-05-05 true GARY E OWEN P00922096 5172656154 2017-05-09 2DB7D250DEE3F91AF0FA5F8DECA530BDE1C102E9 059256005C76211A609AA8F8F8248351867FAB27 2016 2021-01-29 14:40:06Z SUANN HAMMERSMITH 606 N EVANS ST TECUMSEH MI 49286 5715992 false X WWW.LENAWEECF.COM X 1959 MI PROVIDE SCHOLARSHIPS AND GRANTS FOR CHARITABLE AND EDU- CATIONAL PURPOSES 16 16 8 391 0 334838 1887622 0 536888 322876 82503 25135 954229 2235633 143372 1054923 0 74772 311599 0 14038 22079 139239 240223 1505761 714006 729872 22112582 23684596 5349453 6174201 16763129 17510395 PROVIDE SCHOLARSHIPS AND GRANTS FOR CHARITABLE AND EDU- CATIONAL PURPOSES false false PROVIDING EDUCATIONAL SCHOLARSHIPS TO ELIGIBLE STUDENTS FROM LENAWEE COUNTY 1420472 1054923 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 SOCIAL SERVICE AND CIVIC AFFAIRS. ALSO, PROVIDE INTERNAL PROGRAM SERVICES- GRANT MAKING FOR NON-PROFIT PROGRAMS AND CAPACITY BUILDING; LENAWEE YOUTH COUNCIL; LENAWEE YOUTH LEADERSHIP; VOLUNTEER LENAWEE;LENAWEE IMAGINATION LIBRARY; HUNTERS HELPING LENAWEE 1420472 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 true false false false false false false false false true 2 0 true 8 true false false false false false false false false false false false false false false false X 16 16 false false true false false false false true true false false true true true true true true true true false MI X X SUANN HAMMERSMITH 5174231729 606 N EVANS STREET TECUMSEH MI 49286 CHARLES GROSS PAST CHAIR 1.00 X X 0 0 0 SCOTT HILL VICE CHAIR 1.00 X X 0 0 0 JAMES KAPNICK SECRETARY 1.00 X X 0 0 0 FRANK DICK DIRECTOR 0.50 X 0 0 0 DR CARLTON COOK DIRECTOR 0.50 X 0 0 0 EMMA COBERLEY DIRECTOR 0.50 X 0 0 0 JACK PATTERSON DIRECTOR 0.50 X 0 0 0 AMY STAMATS DIRECTOR 0.50 X 0 0 0 KRIS SCHMIDT TREASURER 1.00 X X 0 0 0 BOB VOGEL CHAIR 2.00 X 0 0 0 DAVE PRAY DIRECTOR 0.50 X 0 0 0 DOUG GRAY DIRECTOR 0.50 X 0 0 0 RICK GURDJIAN DIRECTOR 0.50 X 0 0 0 DAVE HICKMAN DIRECTOR 0.50 X 0 0 0 ROSE PERKINS DIRECTOR 0.50 X 0 0 0 JOE WILLIAMS DIRECTOR 0.50 X 0 0 0 SUANN HAMMERSMITH PRESIDENT & 40.00 X 103410 0 0 103410 1 false false false 72930 1814692 183588 1887622 354535 354535 3427760 3459419 -31659 -31659 -31659 45125 72930 20940 24185 24185 MISC 950 950 950 2235633 -30709 378720 906060 906060 148863 148863 244872 229527 8415 6930 11469 11246 122 101 35817 31673 2272 1872 19441 18221 669 551 12504 7311 2848 2345 26661 25419 681 561 7257 6176 593 488 7496 7199 163 134 2689 2622 37 30 47040 47040 7220 7220 3991 3907 46 38 UNITED WAY ACQUISITION 7936 7936 LCAN -CONTRACTED SERVICES 6659 6659 DUES AND SUBSCRIPTIONS 3122 2706 228 188 CREDIT CARD FEES 1790 1781 5 4 4874 3166 912 796 1505761 1420472 71251 14038 137324 117036 682106 587787 189192 25085 660819 17121 650919 643698 20641025 22068836 1208 52962 22112582 23684596 390 20719 1660700 1440000 297012 2817983 3518567 870380 897903 5349453 6174201 X 830429 1029122 13880792 14342901 2051908 2138372 16763129 17510395 22112582 23684596 729872 717977 -122062 -578521 X false true true false X 901517 1454585 2272720 334838 1887622 6851282 901517 1454585 2272720 334838 1887622 6851282 6851282 458218 445066 480359 153184 354535 1891362 41725 37475 43600 34425 45125 202350 8944994 950 0.76590 0.72800 X PART II, LINE 10 FEES 202,350 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 102 282050 154814 67105 29750 1754535 6234600 true true false true X 15341381 694177 828126 847167 25537 2629 15964779 14802320 209639 348795 9245 1797 8331 15341381 15183405 504816 -140923 658942 52925 33111 14802320 13705287 913605 1137855 486694 59390 27258 15183405 14402222 270477 1656374 2366620 219204 37962 13705287 0.11000 0.13400 0.75600 false false 635000 10000 625000 25819 7121 18698 643698 ANNUITIES PAYABLE 897903 897903 1856386 717977 136131 -1233355 -379247 2235633 2235633 987059 136131 -654833 -518702 1505761 1505761 SCHEDULE D, PAGE 2, PART IV, LINE 2B LENAWEE COMMUNITY FOUNDATION RECEIVES FUNDS FOR THE BENEFIT AND SUPPORT OF NONPROFIT (IRS CODE 501(C)3)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 -1,254,295 DIRECT EXPENSES RELATED TO FUNDRAISING 20,940 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY ACTIVITY -675,773 DIRECT EXPENSES RELATED TO FUND RAISING 20,940 MI DINNER/AUCTION 118055 72930 45125 1250 5993 1600 12097 118055 72930 45125 1250 5993 1600 12097 20940 24185 true BOYS & GIRLS CLUB OF LENAWEE 340 E CHURCH ST ADRIAN MI 49221 383558470 3 9342 HUMAN SERVICES COMMUNITIES IN SCH OF THE TEC AREA 212 N OTTAWA ST SUITE 310 TECUMSEH MI 49286 383259824 3 26389 HUMAN SERVICES COMMUNITY ARTS OF TECUMSEH 804 N EVANS ST TECUMSEH MI 49286 386095474 3 9000 VISUAL ARTS FAMILY COUNSELING & CHILD SERVS 220 N MAIN ST ADRIAN MI 49221 381660960 3 14800 HUMAN SERVICES HERRICK MEMORIAL HOSPITAL FOUND 500 E POTTAWATAMIE ST TECUMSEH MI 49286 383076106 3 40000 CAPITAL PROJECT CITY OF TECUMSEH 309 E CHICAGO BLVD TECUMSEH MI 49286 386007206 GOV 327794 RECREATION FACILITY CATHOLIC CHARITIES OF LENAWEE 199 BROAD ST ADRIAN MI 49221 381818593 3 18600 HUMAN SERVICES ADRIAN COLLEGE 110 S MADISON ST ADRIAN MI 49221 381357980 3 7000 CAPITAL PROJECT ADRIAN SCHOOLS FOUNDATION 785 RIVERSIDE SUITE 2 ADRIAN MI 49221 382760130 3 8500 SCHOLARSHIPS CROSWELL OPERA HOUSE 129 E MAUMEE ADRIAN MI 49221 386144993 3 12500 ARTS I-92 FOOD RELIEF 10480 MATTHEWS HWY CLINTON MI 49236 460595081 3 8500 HUMAN SERVICES LENAWEE COUNTY HEALTH DEPT 1040 S WINTER ST ADRIAN MI 49221 386005798 GOV 14500 HEALTH LENAWEE DEPARTMENT ON AGING 1040 S WINTER ST ADRIAN MI 49221 386005798 GOV 37700 HUMAN SERVICES YMCA OF LENAWEE COUNTY 638 W MAUMEE ST ADRIAN MI 49221 381393859 3 36650 HUMAN SERVICES 14 SCHOLARSHIPS 157 148863 SCHEDULE I, PAGE 1, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS- GRANT RECIPIENTS ARE REQUIRED TO PROVIDE REPORTS TO THE FOUNDATION THAT PROVIDE PROGRAM AND BUDGET INFORMATION. ALL SCHOLARSHIP AWARDS ARE PAYABLE TO A COLLEGE OR UNIVERSITY, SO IF THE STUDENT IS NOT ENROLLED, THE FUNDS ARE REFUNDED TO THE FOUNDATION. X 2 132890 X INSURANCE POLIC 2 50698 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THE FOUNDATION AUTHORIZES OLD NATIONAL WEALTH MANAGEMENT, ITS INVESMENT MANAGER TO SELL ALL GIFTS OF STOCK AND PLACE THE ASSETS IN THE APPROPRIATE INVESTMENT PORTFOLIO. THERE WERE TWO CONTRIBUTIONS OF STOCK IN 2016, PER LINE 9(B). FORM 990, PAGE 6, PART VI, LINE 4 ON JULY 28, 2016 THE LENAWEE COMMUNITY FOUNDATION REVISED ITS BYLAWS TO INCREASE THE MAXIMUM NUMBER OF BOARD MEMBERS OVER THE AGE OF 21 FROM 13 TO 16; TO NOTE THAT PLANNED GIFTS FOR LENAWEE UNITED WAY WOULD GO TO THE SUCCESSOR ORGANIZATION, WHICH IS THE LENAWEE COMMUNITY FOUNDATION; TO ASSURE THAT DONORS' TRUSTEES, CUSTODIANS OR AGENTS ADMINISTER CONTRIBUTIONS 'ACCORDING TO THE GIFT ACCEPTANCE POLICY, AND INVESTMENT & SPENDING POLICY IN EFFECT-; AND TO CHANGE THE FISCAL YEAR OF THE FOUNDATION TO THE CALENDAR YEAR. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WAS EMAILED TO THE ENTIRE BOARD OF DIRECTORS ON APRIL 28 WITH AN OPPORTUNITY FOR REVIEW, QUESTIONS OR INPUT. ON MAY 8 THE EXECUTIVE COMMITTEE REVIEWED AND APPROVED THE FORM 990 FOR SUBMISSION TO THE IRS. THE FORM 990 WILL BE RATIFIED BY THE FULL BOARD AT ITS BI-MONTHLY MEETING ON MAY 25, 2017. 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 POSSIBLE 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, 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 EXPENDITURES RELATED TO AGENCY ACTIVITY 675,774 DIRECT EXPENSES RELATED TO FUND RAISING 20,940 REVENUE RELATED TO AGENCY ACTIVITY -1,254,295 DIRECT EXPENSES RELATED TO FUNDRAISING -20,940 TOTAL -578,521