2016-03-29T08:58:39-05:00 2015-12-31 382029668 GEORGE JOHNSON & COMPANY 1200 BUHL BUILDING 535 GRISWOLD DETROIT MI 482263689 990 2015-01-01 465054207 MICHIGAN HEALTH ENDOWMENT FUND MICH 5173740031 330 MARSHALL STREET NO 200 LANSING MI 489122319 TERRY GARDNER CHIEF OPERATING OFFICER 5173740031 2016-03-29 1 MICHAEL R NICHOLAS P00966144 3139652655 2015 2016-09-27 15:27:22Z PAUL HILLEGONDS 330 MARSHALL STREET NO 200 LANSING MI 489122319 294837909 0 X WWW.MHEALTHFUND.COM X 2014 MI SUPPORTING EFFORTS THAT IMPROVE THE QUALITY OF HEALTH CARE WHILE REDUCING COSTS TO RESIDENTS OF THE STATE OF MICHIGAN, WITH A FOCUS ON SENIORS AND CHILDREN. 9 9 4 0 0 0 100000000 50000000 0 0 147449 687046 0 0 100147449 50687046 37698650 12938571 0 0 50000 459525 0 0 0 1198975 890102 38947625 14288198 61199824 36398848 91918486 122786801 30718662 25111776 61199824 97675025 TO IMPROVE THE HEALTH OF MICHIGAN RESIDENTS AND REDUCE THE COST OF HEALTH CARE, WITH A SPECIAL EMPHASIS ON THE HEALTH AND WELLNESS OF CHILDREN AND SENIORS. 0 0 12938571 12938571 THE FUND PROVIDES GRANTS TO VARIOUS PUBLIC CHARITIES TO HELP IMPROVE THE HEALTH OF MICHIGAN RESIDENTS AND REDUCE THE COST OF HEALTH CARE, WITH A SPECIAL EMPHASIS ON THE HEALTH AND WELLNESS OF CHILDREN AND SENIORS. 12938571 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 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 0 0 0 0 1 7 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X TERRY GARDNER 5173740031 330 MARSHALL STREET SUITE 200 LANSING MI 489122319 ROB FOWLER DIRECTOR 2.00 X 0 0 0 LYNN ALEXANDER DIRECTOR 2.00 X 0 0 0 TIM DAMSCHRODER DIRECTOR 2.00 X 0 0 0 CINDY ESTRADA DIRECTOR 1.00 X 0 0 0 KEITH PRETTY DIRECTOR 1.00 X 0 0 0 MICHAEL WILLIAMS DIRECTOR 1.00 X 0 0 0 JIM MURRAY DIRECTOR 1.00 X 0 0 0 MARGE ROBINSON DIRECTOR 1.00 X 0 0 0 SUE JANDERNOA DIRECTOR 2.00 X 0 0 0 PAUL HILLEGONDS CHIEF EXECUTIVE OFFICER 40.00 X 174308 0 18000 TERRY GARDNER CHIEF OPERATING OFFICER 40.00 X 134038 0 0 308346 0 18000 2 0 1 0 NEITHERCUT 300 RIVER PLACE SUITE 5000 DETROIT MI 482074225 GRANT AND PROGRAM MANAGEMENT 288339 CLARK HILL 500 WOODWARD AVENUE DETROIT MI 482263416 LEGAL SERVICES 138554 TPI 75 ARLINGTON 10TH FLOOR BOSTON MA 021163992 STRATEGIC PLANNING 105742 3 50000000 50000000 820152 820152 244017757 244150863 -133106 -133106 -133106 50687046 0 0 687046 12938571 12938571 326346 326346 77166 77166 28489 28489 27524 27524 151491 151491 36365 36365 593728 593728 300 300 29262 29262 27366 27366 795 795 21539 21539 MEMBERSHIP DUES 27943 27943 1313 1313 14288198 12938571 1349627 0 55582874 6981383 12181 24718 3575 795 0 2780 35984007 115269503 339424 508417 91918486 122786801 120012 174654 30598650 24937122 30718662 25111776 X 13621237 39717314 27578587 27957711 20000000 30000000 61199824 97675025 91918486 122786801 36398848 76353 0 X 0 1 X 1 0 X X X 1 STATE OF MICHIGAN 386000134 6 1 12938571 0 1 12938571 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47578587 10000000 379124 57957711 47500000 78587 47578587 0.51760 0.48240 0 0 3575 795 2780 2780 COMMERCIAL PAPER 40886922 F CORPORATE BONDS 48076966 F ASSET-BACKED SECURITIES 2747855 F U.S. TREASURY SECURITIES 23557760 F 115269503 X 50763399 76353 76353 50687046 0 50687046 14288198 0 14288198 0 14288198 PART V, LINE 4: THE ENDOWMENT FUND IS MAINTAINED TO PROVIDE GRANTS IN SUPPORT OF THE FUND'S MISSION. PART X, LINE 2: THE FUND'S MANAGEMENT IS NOT AWARE OF ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2015 OR 2014. THE FUND IS SUBJECT TO FEDERAL INCOME TAX EXAMINATIONS BY THE IRS FOR ALL YEARS OF ITS EXISTENCE. 1 ALLEGAN COUNTY COMMUNITY FOUNDATION 524 MARSHALL STREET ALLEGAN MI 490101632 386189947 501(C)(3) 139260 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN AND SENIORS IN THE AREA ANN ARBOR AREA COMMUNITY FOUNDATION 301 NORTH MAIN STREET SUITE 300 ANN ARBOR MI 481041133 386087967 501(C)(3) 430988 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN AND SENIORS IN THE AREA AREA AGENCY ON AGING ASSOCIATION OF MICHIGAN 6105 WEST ST JOSEPH HIGHWAY SUITE 204 LANSING MI 489174850 382662698 501(C)(3) 39138 N/A N/A INCREASE FALL PREVENTION AND DIABETES CONTROL PROGRAMS FOR SENIORS BARRY COMMUNITY FOUNDATION 231 SOUTH BROADWAY STREET HASTINGS MI 490581835 383246131 501(C)(3) 73966 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN AND SENIORS IN THE AREA BATTLE CREEK COMMUNITY FOUNDATION 32 WEST MICHIGAN AVENUE SUITE 1 BATTLE CREEK MI 490173609 382045459 501(C)(3) 226000 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, TO PRENATAL CARE AND REDUCTION OF INFANT MORTALITY RATES, AND TO HEALTH-RELATED TRANSPORTATION NEEDS, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN AND SENIORS IN THE AREA BAY AREA COMMUNITY FOUNDATION 1000 ADAMS STREET SUITE 200 BAY CITY MI 487085812 382418086 501(C)(3) 134713 N/A N/A PROVIDE ACCESS TO MENTAL HEALTH SERVICES TO CHILDREN IN NEED IN THE AREA BERRIEN COMMUNITY FOUNDATION 2900 SOUTH STATE STREET SUITE 2E ST JOSEPH MI 490852443 386057160 501(C)(3) 258952 N/A N/A PROVIDE ACCESS TO MENTAL HEALTH SERVICES AND HEALTH-RELATED TRANSPORTATION NEEDS, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO SENIORS IN THE AREA CHARLEVOIX COUNTY COMMUNITY FOUNDATION 301 WATER STREET EAST JORDAN MI 497279333 383033739 501(C)(3) 103500 N/A N/A PROVIDE ACCESS TO MENTAL HEALTH SERVICES TO CHILDREN IN THE AREA COMMUNITY FOUNDATION FOR MUSKEGON COUNTY 425 WEST WESTERN AVENUE SUITE 200 MUSKEGON MI 494401109 386114135 501(C)(3) 315000 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD TO CHILDREN AND SENIORS IN THE AREA COMMUNITY FOUNDATION FOR NORTHEAST MICHIGAN 100 NORTH RIPLEY SUITE F ALPENA MI 497072967 237384822 501(C)(3) 190796 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN AND SENIORS IN THE AREA COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 333 WEST FORT STREET SUITE 2010 DETROIT MI 482263134 382530980 501(C)(3) 2500000 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD TO CHILDREN AND SENIORS IN THE AREA COMMUNITY FOUNDATION OF GREATER FLINT 500 SOUTH SAGINAW STREET SUITE 200 FLINT MI 485021804 383573890 501(C)(3) 514825 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD TO CHILDREN AND SENIORS IN THE AREA COMMUNITY FOUNDATION OF MARQUETTE COUNTY 250 NORTH MCCLELLAN AVENUE MARQUETTE MI 498553920 382826563 501(C)(3) 84595 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN IN THE AREA COMMUNITY FOUNDATION OF MONROE COUNTY 28 SOUTH MACOMB STREET MONROE MI 481612137 382236628 501(C)(3) 178409 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, AS WELL AS WELLNESS AND FITNESS PROGRAMS, FOR NEEDY PEOPLE IN THE AREA COMMUNITY FOUNDATION OF THE UPPER PENINSULA 2420 1ST AVENUE SOUTH SUITE 101 ESCANABA MI 498291309 383227080 501(C)(3) 182873 N/A N/A PROVIDE ACCESS TO MENTAL HEALTH SERVICES TO CHILDREN IN THE AREA DICKINSON AREA COMMUNITY FOUNDATION 333 SOUTH STEPHENSON AVENUE SUITE 204 IRON MOUNTAIN MI 498012923 383218990 501(C)(3) 43758 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD AND HEALTH-RELATED TRANSPORTATION NEEDS, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN AND SENIORS IN THE AREA EASTER SEALS MICHIGAN 2399 EAST WALTON BOULEVARD AUBURN HILLS MI 483261955 381402860 501(C)(3) 31022 N/A N/A ESTABLISH A STATE-WIDE WEB-BASED NETWORK TO CONNECT FRONT-LINE SERVICE PROVIDERS WITH RESOURCES NECESSARY TO SCREEN CHILDREN FOR POTENTIAL TRAUMA INDICATORS FREMONT AREA COMMUNITY FOUNDATION 4424 WEST 48TH STREET PO BOX B FREMONT MI 494128721 381443367 501(C)(3) 103305 N/A N/A PROVIDE ACCESS TO WELLNESS AND FITNESS PROGRAMS TO CHILDREN AND SENIORS IN THE AREA GRAND HAVEN AREA COMMUNITY FOUNDATION 1 SOUTH HARBOR GRAND HAVEN MI 494171369 237108776 501(C)(3) 330000 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD AND MENTAL HEALTH SERVICES, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN AND SENIORS IN THE AREA GRAND RAPIDS COMMUNITY FOUNDATION 185 OAKES STREET SW GRAND RAPIDS MI 495034008 382877959 501(C)(3) 829500 N/A N/A PROVIDE ACCESS TO MENTAL HEALTH SERVICES, HEALTH SERVICES FOR FOSTER AND ADOPTED CHILDREN, AND TECHNOLOGY ENHANCEMENTS TO CHILDREN IN THE AREA GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION 250 EAST FRONT STREET SUITE 310 TRAVERSE CITY MI 496842526 383056434 501(C)(3) 203654 N/A N/A PROVIDE ACCESS TO PRENATAL CARE AND REDUCTION OF INFANT MORTALITY RATES, AS WELL AS TECHNOLOGY ENHANCEMENTS TO CHILDREN IN THE AREA HURON COUNTY COMMUNITY FOUNDATION PO BOX 56 BAD AXE MI 484139615 383160009 501(C)(3) 294000 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD TO CHILDREN IN NEED IN THE AREA JACKSON COMMUNITY FOUNDATION ONE JACKSON SQUARE SUITE 308 JACKSON MI 492011406 386070739 501(C)(3) 175497 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, MENTAL HEALTH SERVICES, PRENATAL CARE, AND REDUCTION OF INFANT MORTALITY RATES, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO NEEDY CHILDREN AND SENIORS IN THE AREA KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVENUE KALAMAZOO MI 490073888 383333202 501(C)(3) 250000 N/A N/A PROVIDE ACCESS TO MENTAL HEALTH SERVICES TO FOSTER CARE CHILDREN IN NEED IN THE AREA LAPEER COUNTY COMMUNITY FOUNDATION 264 CEDAR STREET LAPEER MI 484462201 201271563 501(C)(3) 75000 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN AND SENIORS IN THE AREA LENAWEE COMMUNITY FOUNDATION PO BOX 142 660 NORTH EVANS TECUMSEH MI 492861454 386095474 501(C)(3) 124865 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, MENTAL HEALTH SERVICES, AND HEALTH-RELATED TRANSPORTATION, AS WELL AS WELLNESS AND FITNESS PROGRAMS, TO CHILDREN AND SENIORS IN THE AREA M&M AREA COMMUNITY FOUNDATION 1110 10TH AVENUE SUITE L-1 MENOMINEE MI 498583035 383264725 501(C)(3) 29000 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD AND HEALTH-RELATED TRANSPORTATION TO CHILDREN AND SENIORS IN NEED MICHIGAN ALLIANCE OF BOYS AND GIRLS CLUBS 1545 EAST LINCOLN AVENUE ROYAL OAK MI 480673401 381579180 501(C)(3) 78693 N/A N/A SUPPORT THE "GREAT HEALTH STARTS HERE" PROGRAM, DESIGNED TO REDUCE OBESITY AND THE RISK FOR DIABETES FOR BOYS AND GIRLS CLUB MEMBERS 6-18 YEARS OF AGE MICHIGAN ASSOCIATION FOR COMMUNITY MENTAL HEALTH BOARDS 426 SOUTH WALNUT STREET SUITE 1 LANSING MI 489332016 237402045 501(C)(3) 4217303 N/A N/A IMPLEMENT SENIOR REACH PROGRAM TO CONNECT SENIORS WITH BEHAVIORAL HEALTH AND OTHER SUPPORT SERVICES MICHIGAN ASSOCIATION FOR LOCAL PUBLIC HEALTH 426 SOUTH WALNUT STREET LANSING MI 489332016 382632455 501(C)(3) 36001 N/A N/A IMPLEMENT THE "SUSTAINING COMMUNITY-BASED IMMUNIZATION ACTION" PROGRAM, DESIGNED TO IMPROVE THE POPULATION HEALTH OF MICHIGAN'S CHILDREN (AGES 0-18) AND SENIORS (AGES 65 AND OVER) BY SUSTAINING HIGH LEVELS OF RECOMMENDED VACCINATIONS IN THESE TWO POPULATIONS MICHIGAN ASSOCIATION OF UNITED WAYS 330 MARSHALL STREET SUITE 211 LANSING MI 489122319 381359596 501(C)(3) 78588 N/A N/A EXPAND 2-1-1 SERVICES AND MICHIGAN CHILDREN'S HEALTH ACCESS PROGRAM MICHIGAN FITNESS FOUNDATION PO BOX 27187 LANSING MI 489097187 383172025 501(C)(3) 7869 N/A N/A SUPPORT HEALTH-PROMOTING BEHAVIORS FOR MICHIGAN SENIORS VIA THE ACT4HEALTH PROGRAM THROUGH PARTNERSHIPS IN TWO REGIONS: SOUTH HAVEN HEALTH SYSTEM IN WESTERN MICHIGAN AND COPPER COUNTRY MENTAL HEALTH IN THE UPPER PENINSULA MICHIGAN PRIMARY CARE ASSOCIATION 7215 WESTSHIRE DRIVE LANSING MI 489179764 382294018 501(C)(3) 78693 N/A N/A INTEGRATE COMMUNITY HEALTH WORKERS INTO FEDERALLY QUALIFIED HEALTH CENTERS' PRIMARY CARE TEAMS TO IMPROVE HEALTH OUTCOMES AND LOWER COSTS MICHIGAN STATE ALLIANCE OF YMCA'S 475 LAKE MICHIGAN DRIVE NW GRAND RAPIDS MI 495045600 381358058 501(C)(3) 40920 N/A N/A SUPPORT THE HEALTHY OUT OF SCHOOL TIME INITIATIVE, THE OUTREACH OF THE YMCAS' MICHIGAN SWIMS PROGRAM, AND COLLABORATION WITH OTHER ORGANIZATIONS WORKING TO ASSIST SENIOR CITIZENS WITH EVIDENCE-BASED INITIATIVES MIDLAND AREA COMMUNITY FOUNDATION 76 ASHMAN CIRCLE MIDLAND MI 486404626 382023395 501(C)(3) 175000 N/A N/A PROVIDE ACCESS FOR HEALTH-RELATED TRANSPORTATION NEEDS FOR CHILDREN AND SENIORS IN NEED IN THE AREA MT PLEASANT AREA COMMUNITY FOUNDATION 306 SOUTH UNIVERSITY PO BOX 1283 MT PLEASANT MI 488041283 382951873 501(C)(3) 87888 N/A N/A PROVIDE ACCESS TO MENTAL HEALTH SERVICES FOR CHILDREN AND SENIORS IN THE AREA ROSCOMMON COUNTY COMMUNITY FOUNDATION 701 LAKE STREET PO BOX 824 ROSCOMMON MI 486537665 383612480 501(C)(3) 25000 N/A N/A PROVIDE ACCESS TO MENTAL HEALTH SERVICES FOR CHILDREN AND SENIORS IN THE AREA SAGINAW COMMUNITY FOUNDATION 1 TUSCOLA SUITE 100 SAGINAW MI 486071248 382474297 501(C)(3) 250000 N/A N/A PROVIDE ACCESS TO HEALTHY FOOD, AS WELL AS WELLNESS AND FITNESS PROGRAMS, FOR CHILDREN AND SENIORS IN THE AREA 38 0 PART I, LINE 2: AS PART OF THE AGREEMENTS FOR THE GRANTS THE FUND HAS ISSUED, THE FUND REQUIRES GRANT RECIPIENTS TO PREPARE PERIODIC AND FINAL REPORTS ON THE USE OF THOSE RESOURCES. X X X 0 0 0 0 0 0 0 0 0 PAUL HILLEGONDS CHIEF EXECUTIVE OFFICER 174308 0 0 0 0 0 18000 0 0 0 192308 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER IS RESPONSIBLE TO REVIEW THE RETURN IN ITS ENTIRETY AND TO REVIEW IT WITH THE PREPARER. THE CHIEF FINANCIAL OFFICER WILL ALSO REVIEW THE RETURN WITH THE CHIEF EXECUTIVE OFFICER AND THE BOARD TREASURER IN PERSON. AFTER THAT REVIEW, THE CHIEF FINANCIAL OFFICER WILL MAKE THE RETURN AVAILABLE TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND STAFF OF THE FUND ARE EXPECTED TO MAINTAIN THE HIGHEST ETHICAL STANDARDS IN CONDUCTING THE BUSINESS OF THE FUND. THE BOARD AND STAFF UPDATE THEIR CONFLICT OF INTEREST QUESTIONNAIRES ANNUALLY IN CONJUNCTION WITH THE FUND'S ANNUAL MEETING. THESE QUESTIONNAIRES ARE REVIEWED AND MONITORED BY OUTSIDE LEGAL COUNSEL AND MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPARABLE INFORMATION WAS OBTAINED FROM THE COUNCIL OF MICHIGAN FOUNDATIONS SHOWING COMPENSATION AND BENEFIT INFORMATION. INFORMATION WAS ALSO OBTAINED FROM THE FUND'S GRANT MAKING CONSULTANT SHOWING ORGANIZATIONAL STRUCTURE, COMPENSATION, AND EXPERIENCE. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S ARTICLES OF INCORPORATION ARE AVAILABLE ON THE STATE OF MICHIGAN WEBSITE AT WWW.MICHIGAN.GOV/LARA. THE FUND'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE FUND'S WEBSITE AT WWW.MHEALTHFUND.COM.