2016-08-09T12:54:59-05:00 2016-03-31 383635706 REHMANN ROBSON LLC MILLIKEN PLACE 107 S CASS STE A TRAVERSE CITY MI 49684 990 2015-04-01 386263347 COUNCIL OF MICHIGAN FOUNDATIONS COUN 6168427080 ONE SOUTH HARBOR NO 3 GRAND HAVEN MI 49417 ROBERT S COLLIER PRESIDENT 6168427080 2016-08-04 1 KERRY J NELSON CPA P00932757 2319463230 2016-08-04 2015 2017-02-10 21:41:12Z ROBERT S COLLIER ONE SOUTH HARBOR NO 3 GRAND HAVEN MI 49417 3399347 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 36 300 3600 1746 2268305 2751228 512493 571230 229359 76889 0 0 3010157 3399347 675122 552118 0 0 2255949 2388402 0 0 144707 2265007 2223524 5196078 5164044 -2185921 -1764697 25466958 23375676 1543778 1698272 23923180 21677404 X TO GROW THE IMPACT OF MICHIGAN PHILANTHROPY. 0 0 505676 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. 181126 THE ULTIMATE GOAL OF IMPACTMICHIGAN IS TO PROVIDE THE SERVICES NEEDED FOR THE SOCIAL SECTOR TO IMPROVE OUTCOMES FOR THE COMMUNITIES THEY SERVE. TO ACHIEVE THIS, IMPACTMICHIGAN IS A SYSTEM THAT COLLECTS DATA FROM GOVERNMENT, FOUNDATIONS AND NONPROFITS TO BETTER UNDERSTAND THE IMPACT/OUTCOMES OF PROGRAMS SERVICING THOSE MOST IN NEED. THE SYSTEM WILL HELP HIGHLIGHT PROGRAMS THAT ARE MOST EFFECTIVE SO OTHER ORGANIZATIONS CAN USE THAT KNOWLEDGE TO INCREASE THE EFFECTIVENESS OF THEIR OWN PROGRAMS. 26825 WITH FOUNDATIONS' INCREASING INTEREST IN THE IMPACT INVESTING AREA, CMF CONVENED A TASK FORCE AND SURVEYED MEMBERS ON BARRIERS TO IMPACT INVESTING. AS A RESULT OF MEMBER INTEREST MORGAN STANLEY AND COMMUNITY CAPITAL MANAGEMENT CREATED A FUND DESIGNED TO ADDRESS FOUNDATION BARRIERS TO IMPACT INVESTING. CMF WILL CONTINUE TO PROVIDE EDUCATION AROUND, AND ENCOURAGEMENT OF, IMPACT INVESTING, THROUGH OUR COLLABORATION WITH MISSION INVESTORS EXCHANGE AND OTHERS. 288200 282500 WITH AN INITIAL INVESTMENT OF $500,000 FROM THE KRESGE FOUNDATION IN EARLY 2010, CMF LAUNCHED THE COMMUNITY FOUNDATION CHALLENGE GRANT TO ENCOURAGE MICHIGAN COMMUNITY FOUNDATIONS TO EXPAND, ENHANCE, STRENGTHEN AND SUSTAIN THEIR LOCAL COLLEGE ACCESS PARTNERSHIPS. CMF BELIEVES THAT COMMUNITY FOUNDATIONS ARE IDEAL CANDIDATES TO SUPPORT LOCAL COLLEGE ACCESS PROGRAMS BECAUSE OF THEIR LONG-STANDING SUPPORT OF COLLEGE SCHOLARSHIPS, THEIR LEADERSHIP AND COMMITMENT TO MCAN EFFORTS, AND THEIR POSITION AS VITAL LEADERS IN MICHIGAN'S COMMUNITIES. THE PURPOSE OF THE COMMUNITY FOUNDATION CHALLENGE GRANT INITIATIVE IS TO LEVERAGE LOCAL PRIVATE INVESTMENT TO ENGAGE AND SUSTAIN COLLEGE ACCESS PARTNERSHIPS, THEREBY INCREASING THE COLLEGE-GOING RATE AND CULTURE IN MICHIGAN. 3265130 269618 567630 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. 3553330 552118 567630 4266957 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 44 0 1 36 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 6168427080 1 SOUTH HARBOR GRAND HAVEN MI 49417 TONYA ALLEN TRUSTEE 1.00 X 0 0 0 BOBBIE ARNOLD TRUSTEE 1.00 X 0 0 0 CAROLYN BLOODWORTH VICE CHAIR 1.00 X X 0 0 0 ROBERT COLLIER PRESIDENT 50.00 2.00 X X 226641 0 39663 ELLEN CRANE CHAIR 1.00 X X 0 0 0 EILEEN CURTIS VICE CHAIR 1.00 X X 0 0 0 JOHN ERB TRUSTEE 1.00 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 TREASURER 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 GLENDA PRICE 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 DIANA TARPOFF VICE CHAIR 1.00 X 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 TRUSTEE 1.00 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 DAVID LINDBERG CFO 40.00 X 131801 0 16586 DEBBIE MCKEON SENIOR VP MEMBER SERVICES 40.00 X 170798 0 20510 529240 0 76759 3 0 1 0 PRICEWATERHOUSECOOPERS LLP 333 BRIDGE STREET NW SUITE 505 GRAND RAPIDS MI 49504 CONSULTING 272000 POSIBA INC 600 WEST BROADWAY SUITE 700 SAN DIEGO CA 92101 CONSULTING 100050 2 1266750 1484478 2751228 CONFERENCE INCOME 900099 498859 498859 CONSULTING SERVICES 900099 41440 41440 OTHER INCOME 900099 19609 19609 PUBLICATION INCOME 900099 7722 7722 MEMBER WEBSITES 900099 3600 3600 571230 76889 76889 3399347 567630 3600 76889 X 552118 552118 606000 359571 192466 53963 1349789 1120650 179050 50089 81909 52716 22686 6507 225838 133601 71901 20336 124866 74082 39599 11185 149645 134412 13888 1345 10862 10862 12568 12568 957498 931336 26162 91754 55360 36248 146 40224 23008 17216 88963 63691 25272 167203 123173 42894 1136 486967 486967 76362 43633 32729 5310 3034 2276 COMMUNICATIONS 69782 69782 0 0 DUES & SPONSORSHIP 62837 44241 18596 BOOKS & SUBSCRIPTIONS 9167 7336 1831 0 ALLOWANCE FOR BAD DEBT 3000 3000 -8618 -11754 3136 5164044 4266957 752380 144707 1459403 2283471 4056861 3130019 1642918 299454 115140 130464 793204 549660 225106 243544 17109509 16459013 858021 829711 25466958 23375676 344610 261617 46000 67000 616668 948495 536500 421160 1543778 1698272 X 13340706 12509082 5485321 4071169 5097153 5097153 23923180 21677404 25466958 23375676 -1764697 -654083 173004 0 X X 0 1 X 1 0 X 4561073 2220065 5873399 2268305 2751228 17674070 30000 30000 30000 30000 30000 150000 4591073 2250065 5903399 2298305 2781228 17824070 8021645 9802425 824475 127389 102694 229359 76889 1360806 110 7916 6232 2746 17004 19201880 2744052 0.51050 0.46370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 10945 10945 5140531 5151476 407574 101894 0 0 428041 441956 386295 407574 1663866 2495799 4800 4800 4800 10945 25345 101894 101894 152841 20504230 97885 -586720 177613 656482 19181300 20371791 330585 524193 135461 586878 20504230 18953461 125513 2014791 121450 600525 20371790 17944315 61737 1784846 130992 706445 18953461 189072705 59504 473553 11200 650247 188944315 0.57800 0.26600 0.15600 0 0 368743 260780 107963 310269 185220 125049 114192 103660 10532 243544 ACCRUED PAYROLL & TAXES 116639 HEALTH INSURANCE WITHHELD 809 DUE TO SUPPORTING ORGNIZATIONS 295475 BUILDING IMPROVEMENT LOAN 8237 421160 X 2905700 -654083 173004 -481079 3386779 12568 12568 3399347 5151476 0 5151476 12568 12568 5164044 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 2016, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF MARCH 31, 2016. 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, 2016 AND 2015, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. 1 ACCESS 2651 SAULINO CT DEARBORN MI 48120 237444497 501(C)(3) 5000 CASH EMERGENCY SERVICES BATTLE CREEK COMMUNITY FOUNDATION 34 W JACKSON ST BATTLE CREEK MI 49017 382045459 501(C)(3) 20000 CASH LCAN GRANT BAY AREA COMMUNITY FOUNDATION 1000 ADAMS STREET SUITE 200 BAY CITY MI 48708 382418086 501(C)(3) 25000 CASH LCAN GRANT CAPITAL REGION COMMUNITY FOUNDATION 330 MARSHALL ST SUITE 300 LANSING MI 48912 382776652 501(C)(3) 12500 CASH LCAN GRANT CHARLES STEWART MOTT FOUNDATION 503 S SAGINAW ST SUITE 1200 FLINT MI 48502 381211227 501(C)(3) 135000 CASH FOUNDATION LIAISON SUPPORT COMMUNITY FOUNDATION OF GREATER FLINT 500 S SAGINAW ST SUITE 200 FLINT MI 48502 382190667 501(C)(3) 10000 CASH FLINT CHILD HEALTH & DEVELOPMENT COMMUNITY FOUNDATION OF ST CLAIR COUNTY 1411 3RD ST FL 4 PORT HURON MI 48060 381872132 501(C)(3) 25000 CASH LCAN GRANT COMMUNITY FOUNDATION OF THE HOLLANDZEELAND AREA 85 EAST 8TH ST SUITE 110 HOLLAND MI 49423 386095283 501(C)(3) 25000 CASH LCAN GRANT EDUCATION TRUST MIDWEST 306 S WASHINGTON AVE SUITE 4300 ROYAL OAK MI 48066 521982223 501(C)(3) 25000 CASH SUPPORTING TEACHER EVALUATION EXCELLENT SCHOOLS DETROIT 2111 WOODWARD AVE SUITE 506 DETROIT MI 48201 274616034 501(C)(3) 12500 CASH LCAN GRANT FREMONT AREA COMMUNITY FOUNDATION 4424 W 48TH STREET FREMONT MI 49412 381443367 501(C)(3) 37500 CASH LCAN GRANT HILLSDALE COUNTY COMMUNITY FOUNDATION 2 S HOWELL ST HILLSDALE MI 49242 383001297 501(C)(3) 20000 CASH LCAN GRANT KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVE KALAMAZOO MI 49007 383333202 501(C)(3) 5000 CASH TECHNOLOGY GRANT LAKE COUNTY COMMUNITY FOUNDATION PO BOX 995 BALDWIN MI 49304 381443367 501(C)(3) 12500 CASH LCAN GRANT LENAWEE COMMUNITY FOUNDATION 603 NORTH EVANS STREET TECUMSEH MI 49286 386095474 501(C)(3) 5000 CASH TECHNOLOGY GRANT MANISTEE COUNTY COMMUNITY FOUNDATION 395 3RD ST MANISTEE MI 49660 382741723 501(C)(3) 17500 CASH LCAN GRANT MICHIGAN ELEMENTARY & SECONDARY PRINCIPALS ASSOCIATION 1980 N COLLEGE ROAD MASON MI 48854 472344508 501(C)(5) 25000 CASH MENTORING & COACHING MICHIGAN STATE UNIVERSITY EXTENSION TOLLGATE FARM AND EDUCATION CENTER 28115 MEADOWBROOK RD NOVI MI 48377 386005984 501(C)(3) 18000 CASH TOLLGATE PROJECT GRANT NATURE CONSERVANCY 101 EAST GRAND RIVER LANSING MI 48906 530242652 501(C)(3) 18000 CASH CONSERVANCY DUNE RESTORATION COMMUNITY FOUNDATION FOR OCEANA COUNTY 242 N MICHIGAN AVE SHELBY MI 49455 386114135 501(C)(3) 12500 CASH ACCESS GRANT SHIAWASSEE COMMUNITY FOUNDATION 1350 W MAIN ST OWOSSO MI 48867 383285624 501(C)(3) 50000 CASH ACCESS GRANT STURGIS AREA COMMUNITY FOUNDATION 310 N FRANKS AVE STURGIS MI 49091 383649922 501(C)(3) 12500 CASH LCAN GRANT X X X X 0 0 0 0 0 0 0 0 0 ROBERT COLLIER PRESIDENT 225755 0 0 0 886 0 0 0 39663 0 266304 0 0 0 DEBBIE MCKEON SENIOR VP MEMBER SERVICES 170085 0 0 0 713 0 0 0 20510 0 191308 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. 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 11 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. 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 918,961. MANAGEMENT AND GENERAL EXPENSES 26,162. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 945,123. 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: THE PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM PRIOR YEAR. LEARNING TO GIVE 1 S HARBOR SUITE 3 GRAND HAVEN MI 49417 611479763 TEACHING K-12 STUDENTS ABOUT PHILANTHROPY & VOLUNTEERISM MI 501C3 LINE 11, TYPE 1 0 MICHIGAN COMMUNITY FOUNDATIONS VENTURES 1 S HARBOR SUITE 3 GRAND HAVEN MI 49417 383160228 SUPPORT COLLABORATIVE ACTIVITIES FOR COMMUNITY FOUNDATIONS MI 501C3 LINE 11, TYPE 1 0 COUNCIL OF MICHIGAN FOUNDATIONS SUPPORTING ORGANIZATION 1 S HARBOR SUITE 3 GRAND HAVEN MI 49417 383151591 SUPPORT COLLABORATIVE RESPONSES BY MICHIGAN'S FOUNDATION COMMMUNITY MI 501C3 LINE 11, TYPE 1 COUNCIL OF MICHIGAN FOUNDATIONS 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 LEARNING TO GIVE P 126019 CASH PAID MICHIGAN COMMUNITY FOUNDATIONS VENTURES P 53355 CASH PAID