ALLEGAN COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2012
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- Organization
- ALLEGAN COUNTY COMMUNITY FOUNDATION (EIN 38-6189947)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-08
- IRS object ID
- 201311899349300206
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-07-08T06:40:47-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLEGAL AND TIBBITTS CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2750 OLD CENTRE RD | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 490244881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386189947 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALLEGAN COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALLE | NameControl |
| Phone | 2696738344 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 MARSHALL STREET | AddressLine1 |
| City | ALLEGAN | City |
| State | MI | State |
| ZIP Code | 49010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAULA BAKER | Name |
| Title | PRESIDENT | Title |
| Phone | 2696738344 | Phone |
| Date Signed | 2013-06-18 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANA L TIBBITTS | Name |
| Phone | 2696732222 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAULA BAKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 MARSHALL | AddressLine1 |
| City | ALLEGAN | City |
| State | MI | State |
| ZIP Code | 49010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3915498 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.alleganfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO POSITIVELY IMPACT THE ALLEGAN COUNTY COMMUNITY THROUGH THE ESABLISHMENT AND GROWTH OF PERMANENTLY ENDOWED FUNDS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 375947 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2687954 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -206484 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1215935 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5912 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11609 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 175375 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3915498 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 512670 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 486176 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 159687 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 164064 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 49677 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 157242 | OtherExpensePriorYear |
| Other Expenses Current Year | 139125 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 829599 | TotalExpensesPriorYear |
| Total Expenses Current Year | 789365 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -654224 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3126133 | RevenuesLessExpensesCY |
| Total Assets BOY | 12295063 | TotalAssetsBOY |
| Total Assets EOY | 15449871 | TotalAssetsEOY |
| Total Liabilities BOY | 300633 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 329308 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11994430 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15120563 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO POSITIVELY IMPACT THE ALLEGAN COUNTY COMMUNITY | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 607733 | Expense |
| Grants | 486176 | Grants |
| Description | THE FOUNDATION AWARDS GRANTS TO VARIOUS LOCAL QUALIFIED ENTITIES FOR THE BENEFIT OF THE CITIZENS OF ALLEGAN COUNTY | Description |
| Total Program Service Expense | 607733 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAULA BAKERBOARD PRESIDENT | NamePerson |
| Telephone Number | 2696738344 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 MARSHALL ST | AddressLine1 |
| City | ALLEGAN | City |
| State | MI | State |
| ZIP Code | 49010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|---|
| THERESA BRAY | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | X | 81500 | 0 | 0 | |
| PAULA BAKER | ||||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | ||
| ROB MARCINIAK | ||||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | ||
| STEVE ANGLE | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| DAVID BALAS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN MAHAN | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| JODI WHITE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARK DOBIAS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN MARR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BOB HENNIP | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LYNN ETHERIDGE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CINDY BAKER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| VICKI ROSENBERG | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 81500 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 2687954 | AllOtherContributions |
| Total Contributions | 2687954 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1215935 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 711 | 711 |
| AGENCY FUND ADMIN FEE | 900099 | 4588 | 4588 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6310 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6310 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11609 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3915498 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1227544 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486176 | Total |
| Program Services | 486176 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81500 | Total |
| Program Services | 40750 | ProgramServices |
| Management And General | 20375 | ManagementAndGeneral |
| Fundraising | 20375 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44771 | Total |
| Program Services | 27888 | ProgramServices |
| Management And General | 15116 | ManagementAndGeneral |
| Fundraising | 1767 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11334 | Total |
| Program Services | 6120 | ProgramServices |
| Management And General | 3173 | ManagementAndGeneral |
| Fundraising | 2041 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15714 | Total |
| Program Services | 8486 | ProgramServices |
| Management And General | 4400 | ManagementAndGeneral |
| Fundraising | 2828 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10745 | Total |
| Program Services | 5802 | ProgramServices |
| Management And General | 3009 | ManagementAndGeneral |
| Fundraising | 1934 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14470 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 14470 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51679 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 51679 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1263 | Total |
| Program Services | 682 | ProgramServices |
| Management And General | 354 | ManagementAndGeneral |
| Fundraising | 227 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1643 | Total |
| Program Services | 887 | ProgramServices |
| Management And General | 460 | ManagementAndGeneral |
| Fundraising | 296 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8622 | Total |
| Program Services | 4656 | ProgramServices |
| Management And General | 2414 | ManagementAndGeneral |
| Fundraising | 1552 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5223 | Total |
| Program Services | 2820 | ProgramServices |
| Management And General | 1462 | ManagementAndGeneral |
| Fundraising | 941 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES/MEMBERSHIPS | 3100 | 0 | 3100 | 0 |
| TELEPHONE | 2498 | 1349 | 699 | 450 |
| SUPPLIES | 1784 | 963 | 500 | 321 |
| MAINTENENCE & REPAIRS | 6067 | 3276 | 1698 | 1093 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42776 | Total |
| Program Services | 17878 | ProgramServices |
| Management And General | 9046 | ManagementAndGeneral |
| Fundraising | 15852 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789365 | Total |
| Program Services | 607733 | ProgramServices |
| Management And General | 131955 | ManagementAndGeneral |
| Fundraising | 49677 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4455418 | BOY |
| EOY | 1285770 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1217120 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3340 | BOY |
| EOY | 2424 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 352740 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 134428 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226934 | BOY |
| EOY | 218312 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7591680 | BOY |
| EOY | 12726245 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17691 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12295063 | BOY |
| EOY | 15449871 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 942 | BOY |
| EOY | 12317 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299691 | BOY |
| EOY | 316991 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300633 | BOY |
| EOY | 329308 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11994430 | BOY |
| EOY | 15120563 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11994430 | BOY |
| EOY | 15120563 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12295063 | BOY |
| EOY | 15449871 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3126133 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1058184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 248902 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 375947 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2687954 | CurrentTaxYear |
| Total | 4488922 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1058184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 248902 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 375947 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2687954 | CurrentTaxYear |
| Total | 4488922 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 4488922 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -2948874 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1885860 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1495956 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -206484 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1215935 | CurrentTaxYear |
| Total | 1442393 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11875 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34037 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7975 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5912 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11609 | CurrentTaxYear |
| Total | 71408 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6002723 | TotalSupport |
| Public Support Pertcentage170 | 0.74780 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.58190 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
| Facts And Circumstances Test | OTHER INCOME PART II, LINE 10; DESCRIPTION: MISCELLANEOUS; 2008: 4623.; 2009: 4155.; 2010: 328.; 2011: 63.; 2012: 711.; DESCRIPTION: AGENCY FUND ADMIN FEE; 2008: 3799.; 2009: 3949.; 2010: 4177.; 2011: 4736.; 2012: 4588.; DESCRIPTION: WORKSHOPS; 2008: 740.; 2009: 495.; DESCRIPTION: GRANT REFUNDS; 2008: 2713.; 2009: 25438.; 2010: 2500.; 2011: 387.; 2012: 0.; DESCRIPTION: NON PROFIT TECHNICAL ASSISTANCE; 2010: 970.; 2011: 726.; 2012: 610.; DESCRIPTION: SCHOLARSHIP REFUNDS; 2012: 5700.; | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 7 | NumberDAFsHeld |
| Number Funds Held | 28 | NumberFundsHeld |
| Donor Advised Contributions | 35859 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 302729 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 51500 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 98613 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 1143590 | AggregateDAFValue |
| Aggregate Fund Value | 2720157 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8004391 | BeginningOfYearBalance |
| Contributions | 1200185 | Contributions |
| Investment Earnings Or Losses | 821803 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 272951 | GrantsOrScholarships |
| Administrative Expenses | 200372 | AdministrativeExpenses |
| End Of Year Balance | 9553056 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8499461 | BeginningOfYearBalance |
| Contributions | 170216 | Contributions |
| Investment Earnings Or Losses | -156330 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 292205 | GrantsOrScholarships |
| Administrative Expenses | 216751 | AdministrativeExpenses |
| End Of Year Balance | 8004391 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7773001 | BeginningOfYearBalance |
| Contributions | 49592 | Contributions |
| Investment Earnings Or Losses | 1056882 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 183594 | GrantsOrScholarships |
| Administrative Expenses | 196420 | AdministrativeExpenses |
| End Of Year Balance | 8499461 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6673068 | BeginningOfYearBalance |
| Contributions | 28724 | Contributions |
| Investment Earnings Or Losses | 1451634 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 200696 | GrantsOrScholarships |
| Administrative Expenses | 179729 | AdministrativeExpenses |
| End Of Year Balance | 7773001 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9252834 | BeginningOfYearBalance |
| Contributions | 131571 | Contributions |
| Investment Earnings Or Losses | -2224447 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 268066 | GrantsOrScholarships |
| Administrative Expenses | 218824 | AdministrativeExpenses |
| End Of Year Balance | 6673068 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 320525 | OtherCostOrOtherBasis |
| Depreciation | 104488 | Depreciation |
| Book Value | 216037 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32215 | OtherCostOrOtherBasis |
| Depreciation | 29940 | Depreciation |
| Book Value | 2275 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 218312 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDS HELD AS AGENCY ENDOWMENT | Description |
| Amount | $316,991 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 316991 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 3915498 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 3915498 | RevenueSubtotal |
| Total Revenue Per Form990 | 3915498 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 789365 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 789365 | ExpensesSubtotal |
| Total Expenses Per Form990 | 789365 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt V Line 4 | THE FOUNDATION AWARDS GRANTS TO VARIOUS LOCAL QUALIFIED |
| ENTITIES FOR THE BENFIT OF THE CITIZENS OF ALLEGAN COUNTY |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SYLVIA'S PLACE | |||||||
| PO BOX 13 | ALLEGAN | MI | 49010 | 383262878 | 501(c)(3) | 11783 | OPERATIONS, YOUTH COUNSELING |
| WINGS OF HOPE HOSPICE | |||||||
| 530 LINN STREET | ALLEGAN | MI | 49010 | 382453558 | 501(c)(3) | 22000 | END OF LIFE MEDICATIONS, GRIEF SUPPORT, OPERATIONS |
| FAMILY PLANNING OF ALLEGAN COUNTY | |||||||
| 3522 122ND AVENUE | ALLEGAN | MI | 49010 | 381948724 | 501(c)(3) | 8500 | EDUCATION, PREVENTION, TREATMENT |
| SAFE HARBOR CHILDREN'S ADVOCACY CENTER | |||||||
| 402 TROWBRIDGE | ALLEGAN | MI | 49010 | 382748322 | 501(c)(3) | 10000 | FORENSIC EXAMINER |
| HOUSING RESOURCE CENTER | |||||||
| 1291 LINCOLN ROAD | ALLEGAN | MI | 49010 | 260002267 | 501(c)(3) | 8102 | TRANSITIONAL HOUSING, PERS. NEEDS FOR YOUTH |
| LOVE INC OF NW ALLEGAN CO | |||||||
| PO BOX 36 | HAMILTON | MI | 49419 | 383484039 | 501(c)(3) | 11500 | LIFESKILLS PROG, CHILDREN'S MEALS |
| GRAND VALLEY STATE UNIVERSITY | |||||||
| 100 STUDENT SERVICES BUILDING | ALLENDALE | MI | 49401 | 381684280 | 10350 | SCHOLARSHIPS | |
| WESTERN MICHIGAN UNIVERSITY | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | 386007327 | 21050 | SCHOLARSHIPS | |
| UNIVERSITY OF MICHIGAN | |||||||
| 515 E JEFFERSON | ANN ARBOR | MI | 48109 | 386189947 | 8260 | SCHOLARSHIPS | |
| HUNGRY FOR CHRIST | |||||||
| PO BOX 71 | HAMILTON | MI | 49419 | 383676870 | 501(c)(3) | 15000 | FOOD PANTRY |
| ARCALLEGAN COUNTY | |||||||
| 219 HUBBARD STREET | ALLEGAN | MI | 49010 | 381736060 | 501 (c)(3) | 10500 | OPERATIONS |
| HOPE COLLEGE | |||||||
| PO BOX 9000 | HOLLAND | MI | 49422 | 381381271 | 8100 | SCHOLARSHIPS | |
| CHILDREN'S MUSEUM OF FENNVILLE | |||||||
| 202 E MAIN | FENNVILLE | MI | 49408 | 383574720 | 501(c)(3) | 21789 | OPERATIONS, ARTS ALIVE |
| MARTIN RESOURCE CENTER | |||||||
| 1445 S 10TH ST PO BOX 186 | MARTIN | MI | 49070 | 383467198 | 501(c)(3) | 8950 | OPERATIONS, CHILDREN'S MEALS |
| CHRISTIAN NEIGHBORS SE | |||||||
| PO BOX 53 | PLAINWELL | MI | 49080 | 383451688 | 501(c)(3) | 13331 | EMERGENCY ASSISTANCE, DIAPERS |
| CENTER FOR WOMEN IN TRANSITION | |||||||
| 411 BUTTERNUT | HOLLAND | MI | 49424 | 382181204 | 501(c)(3) | 6640 | DOMESTIC VIOLENCE PROGRAMS, GIRLS ON THE RUN |
| OTSEGO PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 251 | OTSEGO | MI | 49078 | 382690879 | 6000 | FUND DISTRIBUTION GRANTS | |
| MICHIGAN TECHNOLOGICAL UNIVERSITY | |||||||
| 1400 TOWNSEND DR | HOUGHTON | MI | 49931 | 386005955 | 8250 | SCHOLARSHIPS | |
| SAUGATUCK CENTER FOR THE ARTS | |||||||
| PO BOX 940 | SAUGATUCK | MI | 49453 | 383557693 | 501(c)(3) | 34344 | ARTS ALIVE, CHILDREN'S ART PROGRAMS |
| SAUGATUCK-DOUGLAS HISTORICAL SOCIETY | |||||||
| PO BOX 617 | DOUGLAS | MI | 49406 | 383010564 | 501(c)(3) | 27272 | ARTS ALIVE |
| ALLEGAN COUNTY LEGAL ASSISTANCE CENTER | |||||||
| 113 CHESTNUT STREET | ALLEGAN | MI | 49010 | 460761570 | 5280 | START UP FUNDS | |
| HEART OF LIFE MINISTRIES | |||||||
| PO BOX 986 | DOUGLAS | MI | 49406 | 10000 | SPECIAL PURPOSE FUND | ||
| INDIANA TECH | |||||||
| 1600 E WASHINGTON BLVD | FORT WAYNE | IN | 46803 | 350845258 | 6000 | SCHOLARSHIP | |
| LAKE MICHIGAN COLLEGE | |||||||
| 2755 E NAPIER AVENUE | BENTON HARBOR | MI | 49022 | 381738980 | 7500 | SCHOLARSHIP | |
| MICHIGAN STATE UNIVERSITY | |||||||
| 252 STUDENT SERVICES BLDG | EAST LANSING | MI | 48824 | 386005984 | 5850 | SCHOLARSHIPS | |
| NORTHERN MICHIGAN UNIVERSITY | |||||||
| 1401 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | 386029206 | 5750 | SCHOLARSHIPS | |
| PLAINWELL ARTS COUNCIL | |||||||
| PO BOX 383 | PLAINWELL | MI | 49080 | 382944493 | 10131 | ART PROCUREMENT/ARTS ALIVE | |
| SAUGATUCK DOUGLAS DISTRICT LIBRARY | |||||||
| PO BOX 789 | DOUGLAS | MI | 49406 | 381816946 | 11677 | ARTS ALIVE | |
| TRINE UNIVERSITY | |||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | 350715530 | 6000 | SCHOLARSHIP | |
| UNIVERSITY OF EVANSVILLE | |||||||
| 1800 LINCOLN AVENUE | EVANSVILLE | IN | 47722 | 350868074 | 6000 | SCHOLARSHIP | |
| WEST MICHIGAN GLASS ART CENTER | |||||||
| 326 W KALAMAZOO AVE STE 100 | KALAMAZOO | MI | 49007 | 050561644 | 13420 | ARTS ALIVE | |
Form990 Schedule I Part IV Form990ScheduleIPartIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 2 | A SIGNED CONTRACT IS IN PLACE REQUIRING A PROGRESS REPORT WHICH IS REVIEWED |
| Pt I Line 2 | FOR ANY OBSTACLES, CHANGES OR MODIFICATIONS. THERE IS AN OPEN LINE OF COMMUNICATION |
| Pt I Line 2 | BETWEEN FUNDER AND RECIPIENTS TO ADDRESS ANY CONCERNS. THE CONTRACT ALSO REQUIRES |
| Pt I Line 2 | A FINAL REPORT. THE PROGRESS AND FINAL REPORTS BOTH ALSO REQUIRE EVALUATION |
| Pt I Line 2 | AND FINANCIAL DATA. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEVE ANGLE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 670 | AmountOfTransaction |
| Description Of Transaction | ACCOUNTING SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11b | THE PRESIDENT & CEO REVIEW FORM 990 PRIOR TO PRESIDENT SIGNING |
| Pt VI, Line 12c | PRIOR TO ANY BOARD VOTES, THE EXEC. DIRECTOR IDENTIFIES THE CONFLICT AND RECORDS WHAT THE CONFLICT IS |
| Pt VI, Line 19 | THE ANNUAL REPORT, GRANTS AND FORM 990 ARE ASSESSABLE. ALL OTHER DOCUMENTS ARE PROVIDED UPON REQUEST. |
| Pt V, Line 3b | UNRELATED BUSINESS INCOME IS FROM AN INVESTMENT. THE K-1 IS ISSUED LATER. |
| Pt VI, Line 15a | EACH BOARD MEMBER SUBMITS A WRITTEN EVALUATION OF THE CEO. |
| Pt VI, Line 15b | RESULTS ARE COMPILED BY THE BOARD PRESIDENT. THE EXEC. COMMITTEE |
| DISCUSSES RESULTS, COMPENSATION AND RECOMMENDATIONS WITH THE CEO. | |
| THE ENTIRE BOARD REVIEWS COMPILED RESULTS, COMPENSATION, | |
| AND RECOMMENDATIONS(ALONE AND WITH THE CEO) AND VOTES. | |
| SALARIES ARE BASED ON INDUSTRY SURVEYS OF LIKE SIZED | |
| FOUNDATIONS, COF AND CMF SURVEYS. | |
| Form 990EZ, Part II, Line 24 | INVESTMENTS |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE & ACCRUED EXPENSES GRANTS PAYABLE FUNDS HELD AS AGENCY ENDOWMENT |
| Form 990, Part IX, Line 24f | UTILITIES 3678. 1986. 1030. 662. POSTAGE & SHIPPING 1239. 669. 347. 223. ASSET DEVELOPMENT 13935. 0. 0. 13935. TECHNOLOGY 917. 495. 257. 165. SUBSCRIPTIONS 142. 0. 142. 0. ACCF DEVELOPMENT 314. 0. 314. 0. EDUCATION/CONFERENCES 1556. 0. 1556. 0. PROFESSIONAL SERVICES 5400. 0. 5400. 0. ARTS ALIVE FUNDRAISER 436. 0. 0. 436. YOUTH INITIATIVES 431. 0. 0. 431. FUND EXPENSES 14728. 14728. 0. 0. |
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