LAPEER COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2011
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- Organization
- LAPEER COUNTY COMMUNITY FOUNDATION (EIN 20-1271563)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-13
- IRS object ID
- 201232579349300628
- Schema version
- 2011v1.2
- 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 | 2012-09-13T11:45:29-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN & KENT PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 SOUTH MAIN STREET SUITE 3 | AddressLine1 |
| City | LAPEER | City |
| State | MI | State |
| ZIP Code | 48446 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201271563 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPEER COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAPE | NameControl |
| Phone | 8106640691 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 CEDAR STREET | AddressLine1 |
| City | LAPEER | City |
| State | MI | State |
| ZIP Code | 48446 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM R BROWN CPA | Name |
| Title | TREASURER | Title |
| Phone | 8106640691 | Phone |
| Date Signed | 2012-07-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM R BROWN CPA | Name |
| Phone | 8106644470 | Phone |
| Date Prepared | 2012-09-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NICK O HOLOWKA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 CLAY ST | AddressLine1 |
| City | LAPEER | City |
| State | MI | State |
| ZIP Code | 48446 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6767251 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LAPEERCOUNTYCOMMUNITYFOUNDATION.OR | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE GRANTS TO INDIVIDUALS AND ORGANIZATIONS OF LAPEER COUNTY FOR THE PURPOSE OF ENHANCING THE QUALITY OF LIFE | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 127670 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 245348 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 121996 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1295943 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 72549 | OtherRevenuePriorYear |
| Other Revenue Current Year | 88017 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 322215 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1629308 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 203824 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 232199 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 42847 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 43788 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 161517 | OtherExpensePriorYear |
| Other Expenses Current Year | 323232 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 408188 | TotalExpensesPriorYear |
| Total Expenses Current Year | 599219 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -85973 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1030089 | RevenuesLessExpensesCY |
| Total Assets BOY | 8107617 | TotalAssetsBOY |
| Total Assets EOY | 7830716 | TotalAssetsEOY |
| Total Liabilities BOY | 1212344 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1210881 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6895273 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6619835 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE GRANTS TO INDIVIDUALS AND ORGANIZATIONS OF LAPEER COUNTY FOR THE PURPOSE OF ENHANCING THE QUALITY OF LIFE | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 66824 | Expense |
| Grants | 66824 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 364472 | Expense |
| Grants | 165375 | Grants |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 431296 | 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 | false | 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 | true | 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 | false | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KIM R BROWN CPA TREASURER | NamePerson |
| Telephone Number | 8106644470 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 S MAIN ST STE 3 | AddressLine1 |
| City | LAPEER | City |
| State | MI | State |
| ZIP Code | 48446 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PAUL BOWMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICK BURROUGH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CURT CARTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RALPH DESHETSKY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DELLA HAMMOND | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KATHRYN L LAWTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAHNA LOEDING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHARLIE MANN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS NEUHARD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANDREW HARRINGTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVE ZOTT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ASHLEY T WHITE | ||||||
| EXEC DIR | 40.00 | 40487 | 0 | 0 | X | |
| NICK O HOLOWKA | ||||||
| CHAIRMAN | 1.00 | 0 | 0 | 0 | X | |
| JANET WATZ | ||||||
| VICE CHAIR | 1.00 | 0 | 0 | 0 | X | |
| KIM R BROWN CPA | ||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | |
| TIMOTHY DENNEY | ||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 40487 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 245348 | AllOtherContributions |
| Total Contributions | 245348 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142837 | TotalRevenueColumn |
| Exclusion | $142,837 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6291049 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5137943 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1153106 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1153106 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1153106 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Total Revenue Column | 88017 | TotalRevenueColumn |
| Related Or Exempt Function Income | 88017 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 88017 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1629308 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1241123 | RelatedOrExemptFunctionIncome |
| Exclusion | $142,837 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165375 | Total |
| Program Services | 165375 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66824 | Total |
| Program Services | 66824 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40487 | Total |
| Management And General | 40487 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190 | Total |
| Management And General | 190 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3111 | Total |
| Management And General | 3111 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4725 | Total |
| Management And General | 4725 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5235 | Total |
| Management And General | 5235 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543 | Total |
| Management And General | 543 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2647 | Total |
| Management And General | 2647 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 782 | Total |
| Management And General | 782 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1549 | Total |
| Management And General | 1549 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FUND ACTIVITY EXPENSES | 199097 | 199097 | |
| LCCF ADMINISTRATIVE FEES | 74207 | 74207 | |
| INVESTMENT CONSULTING FEE | 27341 | 27341 | |
| GRANT APP, MAILINGS, BROC | 3828 | 3828 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3278 | Total |
| Management And General | 3278 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599219 | Total |
| Program Services | 431296 | ProgramServices |
| Management And General | 167923 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3848 | BOY |
| EOY | 25658 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 795692 | BOY |
| EOY | 544163 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7547 | BOY |
| EOY | 7547 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 938 | BOY |
| EOY | 751 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3537 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 900 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2637 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7295547 | BOY |
| EOY | 7231441 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4045 | BOY |
| EOY | 18519 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8107617 | BOY |
| EOY | 7830716 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5806 | BOY |
| EOY | 5637 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25 | BOY |
| EOY | 25 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1206513 | BOY |
| EOY | 1205219 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1212344 | BOY |
| EOY | 1210881 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6670059 | BOY |
| EOY | 6591412 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225214 | BOY |
| EOY | 28423 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6895273 | BOY |
| EOY | 6619835 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8107617 | BOY |
| EOY | 7830716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1030089 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1305527 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 334144 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 421021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 172330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 127670 | CurrentTaxYearMinus1Year |
| Current Tax Year | 245348 | CurrentTaxYear |
| Total | 1300513 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 334144 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 421021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 172330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 127670 | CurrentTaxYearMinus1Year |
| Current Tax Year | 245348 | CurrentTaxYear |
| Total | 1300513 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 270912 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1029601 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 456651 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 204573 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122995 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 129927 | CurrentTaxYearMinus1Year |
| Current Tax Year | 142837 | CurrentTaxYear |
| Total | 1056983 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2357496 | TotalSupport |
| Gross Receipts From Admissions Etc | 88017 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.43670 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.35740 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 1700 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 243648 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 5000 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 227199 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 178229 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6641806 | BeginningOfYearBalance |
| Contributions | 248326 | Contributions |
| Investment Earnings Or Losses | -9557 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 231199 | GrantsOrScholarships |
| Other Expenditures | 2823 | OtherExpenditures |
| Administrative Expenses | 101112 | AdministrativeExpenses |
| End Of Year Balance | 6545441 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6066522 | BeginningOfYearBalance |
| Contributions | 129857 | Contributions |
| Investment Earnings Or Losses | 733195 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 202823 | GrantsOrScholarships |
| Other Expenditures | 3402 | OtherExpenditures |
| Administrative Expenses | 81543 | AdministrativeExpenses |
| End Of Year Balance | 6641806 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4895052 | BeginningOfYearBalance |
| Contributions | 214743 | Contributions |
| Investment Earnings Or Losses | 1174354 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 132081 | GrantsOrScholarships |
| Other Expenditures | 2973 | OtherExpenditures |
| Administrative Expenses | 82573 | AdministrativeExpenses |
| End Of Year Balance | 6066522 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6981893 | BeginningOfYearBalance |
| Contributions | 403095 | Contributions |
| Investment Earnings Or Losses | -2034990 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 333675 | GrantsOrScholarships |
| Other Expenditures | 10759 | OtherExpenditures |
| Administrative Expenses | 110512 | AdministrativeExpenses |
| End Of Year Balance | 4895052 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3537 | OtherCostOrOtherBasis |
| Depreciation | 900 | Depreciation |
| Book Value | 2637 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2637 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDS HELD AS AGENCY FUNDS | Description |
| Amount | $1,205,219 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1205219 | TotalOfAmounts |
| Total Revenue | 1629308 | TotalRevenue |
| Total Expenses | 599219 | TotalExpenses |
| Excess Or Deficit For Year | 1030089 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1305527 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1305527 | TotalAdjustments |
| Excess Or Deficit Per FS | -275438 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 323781 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1305527 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1305527 | RevenueNotRptdF990 |
| Revenue Subtotal | 1629308 | RevenueSubtotal |
| Total Revenue Per Form990 | 1629308 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 599219 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 599219 | ExpensesSubtotal |
| Total Expenses Per Form990 | 599219 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL FINANCIAL INFORMATION | Identifier |
| Return Reference | SCHEDULE D, PAGE 4, PART XIV | ReturnReference |
| Explanation | SCHEDULE D PART V LINE 4 - THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO PROVIDE GRANTS TO INDIVIDUALS AND ORGANIZATIONS OF LAPEER COUNTY FOR THE PURPOSE OF ENHANCING THE QUALITY OF LIFE. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|
| BANBURY CROSS EQUESTRIAN CENTER | |||||||
| 1223 BRAUER RD | OXFORD | MI | 48371 | 382905599 | 14829 | MULTIPLE PROJECTS | |
| IMLAY CITY DDA | |||||||
| 150 N MAIN ST | IMLAY CITY | MI | 48444 | 386007180 | 11568 | TRAIN VIEW PLATFORM | GOV |
| IMLAY CITY POLICE DEPT | |||||||
| 395 E THIRD ST | IMLAY CITY | MI | 48444 | 386007180 | 10000 | PURCH IN CAR CAMERAS | GOV |
| LACADA | |||||||
| PO BOX 356 | LAPEER | MI | 48446 | 382967728 | 7427 | REPAIRS & RENOVATION | 3 |
| LAPEER COUNTY ISD | |||||||
| 1996 W OREGON | LAPEER | MI | 48446 | 381716140 | 26000 | ROBOTICS PROGRAMS | 3 |
| LAPEER COUNTY MSU EXTN | |||||||
| 287 W NEPESSING ST STE 1 | LAPEER | MI | 48446 | 386005984 | 8125 | HAZ WASTE COLLECTION | 3 |
| LOVE INC | |||||||
| 1680 B N LAPEER RD | LAPEER | MI | 48446 | 383379888 | 20000 | HOUSING & UTIL PRGRM | 3 |
| PIX ARTS COUNCIL FOR GR LAPEER | |||||||
| 172 W NEPESSING ST | LAPEER | MI | 48446 | 383610263 | 15553 | PIX THEATER UPGRADES | 3 |
| SKYLINE CAMP & RETREAT CENTER | |||||||
| 1669 W MAPLE RD | BIRMINGHAM | MI | 48009 | 202547823 | 14980 | CAMPER SUPPORT | 3 |
Form990 Schedule I Part III Form990ScheduleIPartIII (23 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 2 | 2500 |
| SCHOLARSHIPS | 1 | 2000 |
| SCHOLARSHIPS | 1 | 1000 |
| SCHOLARSHIPS | 2 | 5500 |
| SCHOLARSHIPS | 1 | 1000 |
| SCHOLARSHIPS | 1 | 4000 |
| SCHOLARSHIPS | 1 | 500 |
| SCHOLARSHIPS | 2 | 3000 |
| SCHOLARSHIPS | 1 | 1000 |
| SCHOLARSHIPS | 1 | 1000 |
| SCHOLARSHIPS | 5 | 8500 |
| SCHOLARSHIPS | 1 | 1000 |
| SCHOLARSHIPS | 5 | 5500 |
| SCHOLARSHIPS | 1 | 4000 |
| SCHOLARSHIPS | 1 | 2000 |
| SCHOLARSHIPS | 1 | 1000 |
| SCHOLARSHIPS | 3 | 5500 |
| SCHOLARSHIPS | 1 | 1000 |
| SCHOLARSHIPS | 1 | 1000 |
| SCHOLARSHIPS | 4 | 3000 |
| SCHOLARSHIPS | 1 | 1000 |
| SCHOLARSHIPS | 5 | 10824 |
| SCHOLARSHIPS | 1 | 1000 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | THE OTHER CHANGES IN NET ASSETS OF (1,305,527) REPRESENTS UNREALIZED LOSSES ON THE ORGANIZATION'S INVESTMENTS. |
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