LAPEER COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAPEER COUNTY COMMUNITY FOUNDATION (EIN 20-1271563)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201633199349302548
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T09:26:23-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382808585 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTINA KENT & GIBBONS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 S MAIN ST STE 3 | AddressLine1Txt |
| City | LAPEER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 484464128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201271563 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPEER COUNTY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAPE | BusinessNameControlTxt |
| Phone | 8106640691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 CEDAR STREET | AddressLine1Txt |
| City | LAPEER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GIBBONS CPA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8106640691 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLARK D KENT CPA | PreparerPersonNm |
| PTIN | P00647819 | PTIN |
| Phone | 8106644470 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NICK O HOLOWKA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 CLAY ST | AddressLine1Txt |
| City | LAPEER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,213,598 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAPEERCOUNTYCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE GRANTS TO INDIVIDUALS AND ORGANIZATIONS OF LAPEER COUNTY FOR THE PURPOSE OF ENHANCING THE QUALITY OF LIFE | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $143,619 | PYContributionsGrantsAmt |
| CY Contributions Grants | $132,587 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $521,019 | PYInvestmentIncomeAmt |
| CY Investment Income | $343,338 | CYInvestmentIncomeAmt |
| PY Other Revenue | $101,562 | PYOtherRevenueAmt |
| CY Other Revenue | $127,905 | CYOtherRevenueAmt |
| PY Total Revenue | $766,200 | PYTotalRevenueAmt |
| CY Total Revenue | $603,830 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $219,269 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $265,683 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,797 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,085 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $182,919 | PYOtherExpensesAmt |
| CY Other Expenses | $218,346 | CYOtherExpensesAmt |
| PY Total Expenses | $455,985 | PYTotalExpensesAmt |
| CY Total Expenses | $540,114 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $310,215 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $63,716 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,195,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,888,517 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,470,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,411,196 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,724,839 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,477,321 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE GRANTS TO INDIVIDUALS AND ORGANIZATIONS OF LAPEER COUNTY FOR THE PURPOSE OF ENHANCING THE QUALITY OF LIFE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $78,281 | ExpenseAmt |
| Grant | $78,281 | GrantAmt |
| Desc | PROVIDING COLLEGE SCHOLARSHIPS TO STUDENTS OF VARIOUS HIGH SCHOOLS LOCATED IN LAPEER COUNTY, MICHIGAN ENABLING THEM TO PURSUE HIGHER EDUCATION GOALS AND TO ENHANCE THE QUALITY OF LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $207,931 | ExpenseAmt |
| Grant | $187,402 | GrantAmt |
| Desc | PROVIDING GRANTS TO VARIOUS ORGANIZATIONS LOCATED IN LAPEER COUNTY, MICHIGAN ENABLING THEM TO PURCHASE SPECIAL EQUIPMENT TO IMPROVE SERVICES, PROVIDE EDUCATIONAL SEMINARS, OR PROMOTE COMMUNITY-ORIENTED SERVICES WHICH ENHANCE THE QUALITY OF LIFE IN LAPEER COUNTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $286,212 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GIBBONS CPA TREASURER | PersonNm |
| Phone | 8106644470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 S MAIN ST STE 3 | AddressLine1Txt |
| City | LAPEER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48446 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MOLLY MUIR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE ZOTT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK BURROUGH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CURT CARTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RALPH DESHETSKY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN L LAWTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAHNA LOEDING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE MANN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW HARRINGTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAYME RESNIK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM BROWN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY T WHITE | ||||||
| EXEC DIR | 40.00 | $45,345 | $0 | $0 | Yes (X) | |
| NICK O HOLOWKA | ||||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM GIBBONS CPA | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TIMOTHY DENNEY | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PAUL BOWMAN | ||||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $45,345 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $132,587 | AllOtherContributionsAmt |
| Total Contributions | $132,587 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,927 | TotalRevenueColumnAmt |
| Exclusion | $214,927 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,738,179 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,609,768 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,411 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,411 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,411 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Total Revenue Column | $127,905 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,905 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $127,905 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $603,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $256,316 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $214,927 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,402 | TotalAmt |
| Program Services | $187,402 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,281 | TotalAmt |
| Program Services | $78,281 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,519 | TotalAmt |
| Management And General | $45,519 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,590 | TotalAmt |
| Management And General | $6,590 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,976 | TotalAmt |
| Management And General | $3,976 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,420 | TotalAmt |
| Management And General | $13,420 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,335 | TotalAmt |
| Management And General | $7,335 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641 | TotalAmt |
| Management And General | $1,641 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,420 | TotalAmt |
| Management And General | $5,420 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274 | TotalAmt |
| Management And General | $274 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574 | TotalAmt |
| Management And General | $574 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,533 | TotalAmt |
| Management And General | $1,533 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| LCCF ADMINISTRATIVE FEES | $107,348 | $107,348 | |
| INVESTMENT CONSULTING FEE | $46,093 | $46,093 | |
| FUND ACTIVITY EXPENSES | $20,529 | $20,529 | |
| GRANT APP, MAILINGS, BROC | $7,419 | $7,419 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,760 | TotalAmt |
| Management And General | $6,760 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,114 | TotalAmt |
| Program Services | $286,212 | ProgramServicesAmt |
| Management And General | $253,902 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,537 | BOYAmt |
| EOY | $11,292 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,325 | BOYAmt |
| EOY | $116,277 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,239 | BOYAmt |
| EOY | $1,210 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,122 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168 | BOYAmt |
| EOY | $1,233 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,621,914 | BOYAmt |
| EOY | $8,734,903 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,453 | BOYAmt |
| EOY | $23,602 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,195,636 | BOYAmt |
| EOY | $8,888,517 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,309 | BOYAmt |
| EOY | $12,556 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,462,488 | BOYAmt |
| EOY | $1,398,640 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,470,797 | BOYAmt |
| EOY | $1,411,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,724,839 | BOYAmt |
| EOY | $7,477,321 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,724,839 | BOYAmt |
| EOY | $7,477,321 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,195,636 | BOYAmt |
| EOY | $8,888,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $63,716 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$315,368 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,134 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $245,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $211,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,587 | CurrentTaxYearAmt |
| Total | $906,486 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $211,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,587 | CurrentTaxYearAmt |
| Total | $906,486 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $906,486 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $262,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $306,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $214,927 | CurrentTaxYearAmt |
| Total | $1,115,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,022,170 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $127,905 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46660 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,525 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $5,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $203,018 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,676,710 | BeginningYearBalanceAmt |
| Contributions | $135,732 | ContributionsAmt |
| Investment Earnings Or Losses | $28,079 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $262,183 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,518 | OtherExpendituresAmt |
| Administrative Expenses | $152,667 | AdministrativeExpensesAmt |
| End Year Balance | $7,400,153 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,529,395 | BeginningYearBalanceAmt |
| Contributions | $157,508 | ContributionsAmt |
| Investment Earnings Or Losses | $350,406 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $216,269 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,468 | OtherExpendituresAmt |
| Administrative Expenses | $130,862 | AdministrativeExpensesAmt |
| End Year Balance | $7,676,710 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,769,835 | BeginningYearBalanceAmt |
| Contributions | $211,446 | ContributionsAmt |
| Investment Earnings Or Losses | $937,055 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $254,012 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,394 | OtherExpendituresAmt |
| Administrative Expenses | $124,535 | AdministrativeExpensesAmt |
| End Year Balance | $7,529,395 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,545,441 | BeginningYearBalanceAmt |
| Contributions | $222,432 | ContributionsAmt |
| Investment Earnings Or Losses | $606,610 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $479,099 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,683 | OtherExpendituresAmt |
| Administrative Expenses | $115,866 | AdministrativeExpensesAmt |
| End Year Balance | $6,769,835 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,641,806 | BeginningYearBalanceAmt |
| Contributions | $248,326 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,557 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $231,199 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,823 | OtherExpendituresAmt |
| Administrative Expenses | $101,112 | AdministrativeExpensesAmt |
| End Year Balance | $6,545,441 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,355 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,122 | DepreciationAmt |
| Book Value | $1,233 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,233 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD AS AGENCY FUNDS | Desc |
| Amt | $1,398,640 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,398,640 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $288,462 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$315,368 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$315,368 | RevenueNotReportedAmt |
| Revenue Subtotal | $603,830 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $603,830 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $540,114 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $540,114 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $540,114 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| ALMONT COMMUNITY SCHOOLS | |||||||
| 401 CHURCH ST | ALMONT | MI | 48003 | 386002157 | $9,745 | MULTIPLE PROJECTS | |
| ALMONT FIRE DEPARTMENT | |||||||
| 7487 TUBSPRING RD | ALMONT | MI | 48003 | 382298152 | $10,992 | LUCAS CPR MACHINE | GOV |
| BANBURY CROSS EQUESTRIAN CENTER | |||||||
| 1223 BRAUER RD | OXFORD | MI | 48371 | 382905599 | $22,010 | MULTIPLE PROJECTS | |
| DRYDEN COMMUNITY SCHOOLS | |||||||
| 3866 ROCHESTER RD | DRYDEN | MI | 48428 | 386002185 | $8,997 | MULTIPLE PROJECTS | |
| LAPEER COMM SCHOOLS | |||||||
| 250 SECOND ST | LAPEER | MI | 48446 | 386002216 | $20,577 | MULTIPLE PROJECTS | |
| LAPEER COUNTY ISD | |||||||
| 1996 W OREGON | LAPEER | MI | 48446 | 381716140 | $10,500 | MULTIPLE PROJECTS | 3 |
| LAPEER COUNTY MASTER GARDENERS ASSN | |||||||
| PO BOX 543 | LAPEER | MI | 48446 | 383174514 | $7,750 | GARDEN FIRE PIT | 3 |
| LION'S BEAR LAKE CAMP | |||||||
| 3409 N FIVE LAKES RD | LAPEER | MI | 48446 | 382996775 | $6,000 | SUMMER CAMP FEES | 3 |
| LOVE INC | |||||||
| 1680 B N LAPEER RD | LAPEER | MI | 48446 | 383379888 | $20,000 | CLIENT ASSISTANCE | 3 |
| SEVEN PONDS NATURE CENTER | |||||||
| 3854 CRAWFORD RD | DRYDEN | MI | 48428 | 382929924 | $8,800 | INVASIVE PLANT REMOV | 3 |
| THE CHATFIELD SCHOOL | |||||||
| 231 LAKE DR | LAPEER | MI | 48446 | 383331693 | $6,000 | MULTIPLE PROJECTS | |
| YOUNG MUSICIANS COMMUNITY | |||||||
| PO BOX 172 | HADLEY | MI | 48440 | 800481034 | $10,000 | MUSICAL INSTRUMENTS | 3 |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (34 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 2 | $4,000 |
| SCHOLARSHIPS | 1 | $2,000 |
| SCHOLARSHIPS | 3 | $3,450 |
| SCHOLARSHIPS | 1 | $750 |
| SCHOLARSHIPS | 4 | $3,250 |
| SCHOLARSHIPS | 1 | $1,000 |
| SCHOLARSHIPS | 2 | $2,500 |
| SCHOLARSHIPS | 3 | $4,750 |
| SCHOLARSHIPS | 1 | $3,000 |
| SCHOLARSHIPS | 1 | $1,250 |
| SCHOLARSHIPS | 2 | $2,250 |
| SCHOLARSHIPS | 5 | $10,250 |
| SCHOLARSHIPS | 1 | $1,000 |
| SCHOLARSHIPS | 1 | $1,000 |
| SCHOLARSHIPS | 1 | $1,000 |
| SCHOLARSHIPS | 1 | $631 |
| SCHOLARSHIPS | 1 | $1,000 |
| SCHOLARSHIPS | 3 | $5,750 |
| SCHOLARSHIPS | 1 | $1,000 |
| SCHOLARSHIPS | 7 | $9,450 |
| SCHOLARSHIPS | 1 | $1,500 |
| SCHOLARSHIPS | 1 | $5,500 |
| SCHOLARSHIPS | 5 | $5,000 |
| SCHOLARSHIPS | 1 | $1,000 |
| SCHOLARSHIPS | 1 | $1,000 |
| SCHOLARSHIPS | 1 | $750 |
| SCHOLARSHIPS | 1 | $2,000 |
| SCHOLARSHIPS | 1 | $1,250 |
| SCHOLARSHIPS | 1 | $1,000 |
| SCHOLARSHIPS | ||
| SCHOLARSHIPS | ||
| SCHOLARSHIPS | ||
| SCHOLARSHIPS | ||
| SCHOLARSHIPS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE 990 IS REVIEWED WITH THE EXECUTIVE BOARD AND THEN SHARED WITH THE BOARD AS A WHOLE BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD OF TRUSTEES AFFILIATIONS LISTS ARE FILLED OUT AND COMPILED ANNUALLY AND DISTRIBUTED TO THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE FOR THEM TO BE AWARE OF ANY CONFLICTS OF INTEREST THAT MAY ARISE AT MEETINGS, ETC. |
| FORM 990, PAGE 6, PART VI, LINE 15A | A COMPENSATION EVALUATION FORM IS OBTAINED FROM THE COUNCIL OF MICHIGAN FOUNDATIONS. THIS FORM IS COMPLETED AND REVIEWED BY THE EXCUTIVE COMMITTEE, AND THEN SUCH INFORMATION IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OFFICE. CONDENSED FINANCIAL STATEMENT INFORMATION IS AVAILABLE VIA THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9 | RECLASSIFICATION OF FUND AS AGENCY TO NON-AGENCY 4,134 TOTAL 4,134 |
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