COMMUNTIY FOUNDATION OF THE HOLLAND ZEELAND AREA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNTIY FOUNDATION OF THE HOLLAND ZEELAND AREA (EIN 38-6095283)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349300833
- 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 | 2012-11-14T08:35:37-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49002 | 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 | 386095283 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF THE | BusinessNameLine1 |
| Business Name Line2 | HOLLAND/ZEELAND AREA INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 6163966590 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 WEST 8TH STREET SUITE 100 | AddressLine1 |
| City | HOLLAND | City |
| State | MI | State |
| ZIP Code | 49423 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANET DEYOUNG | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6163966590 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL LALONDE CPA | Name |
| PTIN | P00181637 | PTIN |
| Phone | 2695674500 | Phone |
| 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 | ANN QUERY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 WEST 8TH STREET SUITE 100 | AddressLine1 |
| City | HOLLAND | City |
| State | MI | State |
| ZIP Code | 49423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10484105 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CFHZ.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | OUR MISSION IS TO MAKE THE GREATER HOLLAND/ZEELAND AREA A BETTER PLACE IN WHICH TO LIVE AND WORK BY ENHANCING THE QUALITY OF LIFE FOR ALL ITS CITIZENS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 43 | TotalNbrVolunteers |
| Total Gross UBI | -4833 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -4833 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3907076 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5377014 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 237225 | InvestmentIncomePriorYear |
| Investment Income Current Year | 579487 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 26834 | OtherRevenuePriorYear |
| Other Revenue Current Year | -14941 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4171135 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5941560 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1764821 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4337610 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 325570 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 334422 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 3000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 161529 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 170064 | OtherExpensePriorYear |
| Other Expenses Current Year | 589317 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2263455 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5261349 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1907680 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 680211 | RevenuesLessExpensesCY |
| Total Assets BOY | 41940253 | TotalAssetsBOY |
| Total Assets EOY | 41329077 | TotalAssetsEOY |
| Total Liabilities BOY | 967939 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1102623 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 40972314 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40226454 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO MAKE THE GREATER HOLLAND/ZEELAND AREA A BETTER PLACE IN WHICH TO LIVE AND WORK BY ENHANCING THE QUALITY OF LIFE FOR ALL ITS CITIZENS. WE ACHIEVE THIS BY: MAINTAINING AN ORGANIZATION THROUGH WHICH OUR COMMUNITIES CAN BUILD PERMANENT ENDOWMENTS THAT WILL SERVE THE COMMUNITIES, AND DO SO EFFICIENTLY, WITH MAXIMUM TAX BENEFITS TO THE DONOR; PROVIDING PROFESSIONAL MANAGEMENT OF THESE FUNDS TO PROTECT AND ENHANCE THE PRINCIPAL WHILE MAXIMIZING INCOME; AND USING THIS INCOME TO MEET NEEDS AND ENHANCE THE QUALITY OF LIFE IN WAYS THAT ARE COMPATIBLE WITH THE WISHES OF THE DONOR AND THE GOALS OF THE COMMUNITY FOUNDATION. OUR AREAS OF INTEREST ARE EDUCATION, THE ARTS, HEALTH, SOCIAL SERVICES, ENVIRONMENT, RECREATION, COMMUNITY DEVELOPMENT, AND THE NEEDS OF THE YOUTH AND THE ELDERLY. WE FOCUS OUR GRANTS ON CAPITAL PROJECTS AND NEW, CREATIVE ENDEAVORS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4731879 | Expense |
| Grants | 4337610 | Grants |
| Revenue | 0 | Revenue |
| Description | THE FOUNDATION IS DEDICATED TO ENHANCING THE SPIRIT OF COMMUNITY AND THE QUALITY OF LIFE FOR ALL RESIDENTS OF HOLLAND, ZEELAND AND THE SURROUNDING COMMUNITIES. WE ACHIEVE THIS THROUGH THE GENERATION AND STEWARDSHIP OF PERMANENTLY ENDOWED FUNDS FROM A BROAD DONOR BASE AND PROACTIVELY FUND NON-PROFIT ORGANIZATION PROGRAMS THAT ADDRESS CHANGING COMMUNITY NEEDS IN THE AREAS OF HEALTH, EDUCATION, ARTS & CULTURE, SOCIAL WELFARE, ENVIRONMENT, DIVERSITY, COMMUNITY AND ECONOMIC DEVELOPMENT, YOUTH AND THE ELDERLY. | Description |
| Total Program Service Expense | 4731879 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDY THELEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6163966590 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 WEST 8TH STREET | AddressLine1 |
| City | HOLLAND | City |
| State | MI | State |
| ZIP Code | 49423 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANN QUERY | ||||||
| PRESIDENT | 8.00 | X | X | 0 | 0 | 0 |
| SUSAN DEN HERDER | ||||||
| VICE-PRESIDENT | 4.00 | X | X | 0 | 0 | 0 |
| RANDY THELEN | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| JUANITA BOCANEGRA | ||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 |
| MATTHEW LEPARD | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| TAIYOH AFRIK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHAR AMANTE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THUN CHAMPASSAK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LORI BUSH | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| JOHN DONNELLY JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELEANOR LOPEZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN MARQUIS | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| RITU MATHUR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HANNES MEYERS JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JUDY SMITH | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SCOTT SPOELHOF | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAN ZWIER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEREK POSTMA | ||||||
| YOUTH TRUSTEE - AS OF 5/11 | 1.00 | X | 0 | 0 | 0 | |
| NANCY MILLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HAANS MULDER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DEB CLARK-MILLER | ||||||
| TRUSTEE | 2.50 | X | 0 | 0 | 0 | |
| SHANE BRANDSEN | ||||||
| YOUTH TRUSTEE - THROUGH 5/11 | 0.50 | X | 0 | 0 | 0 | |
| JANET DEYOUNG | ||||||
| EXECUTIVE DIRECTOR | 50.00 | X | 78960 | 0 | 11222 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 78960 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11222 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 56416 | FundraisingEvents |
| All Other Contributions | 5320598 | AllOtherContributions |
| Noncash Contributions | 1326273 | NoncashContributions |
| Total Contributions | 5377014 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 480420 | TotalRevenueColumn |
| Unrelated Business Revenue | -4833 | UnrelatedBusinessRevenue |
| Exclusion | $485,253 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4619171 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4520104 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 99067 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99067 | TotalRevenueColumn |
| Exclusion | $99,067 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 7500 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 56416 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 22441 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14941 | TotalRevenueColumn |
| Exclusion | -$14,941 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5941560 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -4833 | UnrelatedBusinessRevenue |
| Exclusion | $569,379 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3997097 | Total |
| Program Services | 3997097 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340513 | Total |
| Program Services | 340513 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90182 | Total |
| Program Services | 27055 | ProgramServices |
| Management And General | 18036 | ManagementAndGeneral |
| Fundraising | 45091 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186240 | Total |
| Program Services | 22306 | ProgramServices |
| Management And General | 120175 | ManagementAndGeneral |
| Fundraising | 43759 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8615 | Total |
| Program Services | 1538 | ProgramServices |
| Management And General | 4308 | ManagementAndGeneral |
| Fundraising | 2769 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28984 | Total |
| Program Services | 5176 | ProgramServices |
| Management And General | 14492 | ManagementAndGeneral |
| Fundraising | 9316 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20401 | Total |
| Program Services | 3643 | ProgramServices |
| Management And General | 10201 | ManagementAndGeneral |
| Fundraising | 6557 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16746 | Total |
| Management And General | 16746 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9401 | Total |
| Management And General | 9401 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36806 | Total |
| Program Services | 14136 | ProgramServices |
| Management And General | 7137 | ManagementAndGeneral |
| Fundraising | 15533 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7710 | Total |
| Program Services | 1423 | ProgramServices |
| Management And General | 2521 | ManagementAndGeneral |
| Fundraising | 3766 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21143 | Total |
| Program Services | 7170 | ProgramServices |
| Management And General | 7557 | ManagementAndGeneral |
| Fundraising | 6416 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28191 | Total |
| Program Services | 8457 | ProgramServices |
| Management And General | 14096 | ManagementAndGeneral |
| Fundraising | 5638 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1359 | Total |
| Program Services | 204 | ProgramServices |
| Management And General | 340 | ManagementAndGeneral |
| Fundraising | 815 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27950 | Total |
| Program Services | 4356 | ProgramServices |
| Management And General | 2866 | ManagementAndGeneral |
| Fundraising | 20728 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9721 | Total |
| Management And General | 9721 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7737 | Total |
| Management And General | 7737 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAMS | 367300 | 258408 | 108892 | |
| COMMUNITY LEADERSHIP | 13100 | 13100 | ||
| ANNUAL REPORT | 8622 | 8622 | ||
| MEMBERSHIPS | 4614 | 231 | 3922 | 461 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28917 | Total |
| Program Services | 27066 | ProgramServices |
| Management And General | 1171 | ManagementAndGeneral |
| Fundraising | 680 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5261349 | Total |
| Program Services | 4731879 | ProgramServices |
| Management And General | 367941 | ManagementAndGeneral |
| Fundraising | 161529 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4112451 | BOY |
| EOY | 1684080 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84592 | BOY |
| EOY | 133275 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505687 | BOY |
| EOY | 1069293 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 163523 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 132453 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39476 | BOY |
| EOY | 31070 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37194031 | BOY |
| EOY | 38405862 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3916 | BOY |
| EOY | 5397 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41940253 | BOY |
| EOY | 41329077 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4156 | BOY |
| EOY | 4317 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 358199 | BOY |
| EOY | 945360 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605584 | BOY |
| EOY | 152946 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 967939 | BOY |
| EOY | 1102623 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40887722 | BOY |
| EOY | 39283163 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84592 | BOY |
| EOY | 943291 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40972314 | BOY |
| EOY | 40226454 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41940253 | BOY |
| EOY | 41329077 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 680211 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1426071 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 8305110 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7564929 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2854681 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3907076 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5377014 | CurrentTaxYear |
| Total | 28008810 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8305110 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7564929 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2854681 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3907076 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5377014 | CurrentTaxYear |
| Total | 28008810 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6186783 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21822027 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1078040 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 574617 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 779081 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63690 | CurrentTaxYearMinus1Year |
| Current Tax Year | 480420 | CurrentTaxYear |
| Total | 2975848 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32506 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39188 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32331 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47856 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7500 | CurrentTaxYear |
| Total | 159381 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 31144039 | TotalSupport |
| Public Support Pertcentage170 | 0.70070 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.62820 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE | GeneralExplanation |
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 | 93 | NumberDAFsHeld |
| Number Funds Held | 376 | NumberFundsHeld |
| Donor Advised Contributions | 1959281 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 3835277 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 2530963 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 1806647 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 7690389 | AggregateDAFValue |
| Aggregate Fund Value | 32536065 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4854575 | BeginningOfYearBalance |
| Contributions | 514665 | Contributions |
| Investment Earnings Or Losses | -171082 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 229085 | GrantsOrScholarships |
| End Of Year Balance | 4969073 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4541127 | BeginningOfYearBalance |
| Contributions | 170349 | Contributions |
| Investment Earnings Or Losses | 307999 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 164900 | GrantsOrScholarships |
| End Of Year Balance | 4854575 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3908713 | BeginningOfYearBalance |
| Contributions | 186457 | Contributions |
| Investment Earnings Or Losses | 714046 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 231068 | GrantsOrScholarships |
| Administrative Expenses | 37021 | AdministrativeExpenses |
| End Of Year Balance | 4541127 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5403132 | BeginningOfYearBalance |
| Contributions | 225731 | Contributions |
| Investment Earnings Or Losses | -1524756 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 195394 | GrantsOrScholarships |
| End Of Year Balance | 3908713 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5445 | OtherCostOrOtherBasis |
| Depreciation | 535 | Depreciation |
| Book Value | 4910 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24524 | OtherCostOrOtherBasis |
| Depreciation | 19847 | Depreciation |
| Book Value | 4677 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 133554 | OtherCostOrOtherBasis |
| Depreciation | 112071 | Depreciation |
| Book Value | 21483 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31070 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES PAYABLE | Description |
| Amount | $152,946 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 152946 | TotalOfAmounts |
| Total Revenue | 5941560 | TotalRevenue |
| Total Expenses | 5261349 | TotalExpenses |
| Excess Or Deficit For Year | 680211 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1817710 | NetUnrealizedGLOnInvestments |
| Other | $391,639 | OtherAmount |
| Total Adjustments | -1426071 | TotalAdjustments |
| Excess Or Deficit Per FS | -745860 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3403966 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1817710 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 5208 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 391639 | OtherRevenues |
| Revenue Not Rptd F990 | -1420863 | RevenueNotRptdF990 |
| Revenue Subtotal | 4824829 | RevenueSubtotal |
| Other Revenues Not Included | 1116731 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1116731 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5941560 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4903707 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 5208 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 22441 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 27649 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4876058 | ExpensesSubtotal |
| Other Expenses Not Included | 385291 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 385291 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5261349 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENTS HELD BY THE FOUNDATION ARE REPORTED IN ACCORDANCE WITH FASB ASC 958 AND ARE CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS. ALL ENDOWMENTS REPORTED ARE BOARD-DESIGNATED, OR QUASI-ENDOWMENTS, AS DEFINED WITHIN THE IRS FORM INSTRUCTIONS. THE AMOUNTS REPORTED IN PART V INCLUDE ALL FUNDS OVER WHICH THE FOUNDATION ITSELF IMPOSES RESTRICTIONS ON THEIR USE. ON PRIOR YEARS' FORM 990S, THE AMOUNT REPORTED AS ENDOWMENTS REFLECTED A MAJORITY OF THE UNRESTRICTED NET ASSETS OF THE ORGANIZATION. IN 2011, THE NET ASSET CLASSIFICATIONS HAVE BEEN REVISED TO ONLY INCLUDE QUASI ENDOWMENT UNRESTRICTED FUNDS DESIGNATED AS SUCH BY THE BOARD OF TRUSTEES. WITH THE INTENT OF CONSISTENCY AND PROPER REPORTING, THE FOUNDATION HAS RESTATED ALL PRIOR YEARS OF ENDOWMENT INFORMATION IN SCHEDULE D, PART V. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FOUNDATION IS A PUBLIC CHARITY AND OPERATES AS A 501(C)(3), AS DESCRIBED IN SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. CONSEQUENTLY, THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AND CERTAIN EXCISE TAXES IMPOSED ON PRIVATE FOUNDATIONS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011 AND 2010, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO DECEMBER 31, 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 391,639. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 391,639. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AGENCY REVENUE 1,139,172. SPECIAL EVENT EXPENSES -22,441. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 22,441. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | AGENCY EXPENSES 385,291. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 58360 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 50860 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7500 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4521 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 6009 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 5198 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 5556 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 5556 | CharitableContributionsEvent2 |
| Rent Facility Costs Event2 | 2880 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 3833 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 63916 | GrossReceiptsTotal |
| Charitable Contributions Total | 56416 | CharitableContributionsTotal |
| Gross Revenue Total Events | 7500 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7401 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 6009 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 9031 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 22441 | DirectExpenseSummaryEvents |
| Net Income Summary | -14941 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (75 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ARTPRIZE | ||||||||
| 201 MONROE AVE NW STE 500 | GRAND RAPIDS | MI | 49503 | 264571560 | 501(C)(3) | 5000 | TO ENHANCE AND PROMOTE ARTS, CULTURE, HUMANITIES | |
| BENJAMIN'S HOPE | ||||||||
| 895 OTTAWA BEACH ROAD | HOLLAND | MI | 49424 | 743153382 | 501(C)(3) | 608300 | CAPITAL CAMPAIGN | |
| BETHANY CHRISTIAN SERVICES | ||||||||
| 12048 JAMES STREET | HOLLAND | MI | 49424 | 383542119 | 501(C)(3) | 6000 | ALTERNATIVES FOR FAMILIES COGNITIVE BEHAVIORAL THERAPIST PROGRAM | |
| BOYS & GIRLS CLUB OF GREATER HOLLAND | ||||||||
| 435 VAN RAALTE AVE | HOLLAND | MI | 49423 | 382756671 | 501(C)(3) | 30209 | FAMILIES PLUS, NORTHSIDE FACILITY, FENCING | |
| CALVARY CHRISTIAN REFORMED CHURCH OF HOLLAND | ||||||||
| 400 BEELINE ROAD | HOLLAND | MI | 49424 | 382051351 | 501(C)(3) | 5000 | NORTHSIDE COMMUNITY PARK | |
| CASA-CHILDREN'S AFTER SCHOOL ACHIEVEMENT | ||||||||
| PO BOX 9000 | HOLLAND | MI | 494229000 | 381381271 | 501(C)(3) | 7300 | FARM TO TABLE | |
| CENTER FOR MICHIGAN THE | ||||||||
| 4100 N DIXBORO RD | ANN ARBOR | MI | 48105 | 320167398 | 501(C)(3) | 20000 | ANNUAL SUPPORT | |
| CENTER FOR WOMEN IN TRANSITION | ||||||||
| 411 BUTTERNUT | HOLLAND | MI | 49424 | 382181204 | 501(C)(3) | 35100 | PROGRAM SUPPORT, SAFE HOUSE SHELTER | |
| CHRIST MEMORIAL CHURCH | ||||||||
| 595 GRAAFSCHAP ROAD | HOLLAND | MI | 49423 | 386032818 | 501(C)(3) | 12500 | UNRESTRICTED SUPPORT | |
| CHRISTIAN LEARNING CENTER - GRAND RAPIDS | ||||||||
| 4340 BURLINGAME SW | WYOMING | MI | 49509 | 382619844 | 501(C)(3) | 7000 | JEFF VAN DAALEN FUND | |
| CITY OF HOLLAND | ||||||||
| 270 S RIVER AVENUE | HOLLAND | MI | 49423 | 386004622 | GOV'T. | 5400 | HOLLAND IN BLOOM; UP ON THE ROOFTOPS | |
| CITY ON A HILL MINISTRIES | ||||||||
| 100 PINE STREET | ZEELAND | MI | 49464 | 203901260 | 501(C)(3) | 13533 | CONTINUING CARE CLINIC SERVICES | |
| CLASSIS OF HOLLAND | ||||||||
| 2586 FLORAL DRIVE | ZEELAND | MI | 49464 | 222549167 | 501(C)(3) | 12976 | SUPPORT CHARITABLE MISSION | |
| COMMUNITY ACTION HOUSE | ||||||||
| 345 WEST 14TH STREET | HOLLAND | MI | 49423 | 237120670 | 501(C)(3) | 54750 | HOMELESSNESS AND FORECLOSURE PREVENTION PROGRAMS; PROGRAM SUPPORT | |
| COMMUNITY REFORMED CHURCH | ||||||||
| 10376 FELCH STREET | ZEELAND | MI | 494646839 | 386155592 | 501(C)(3) | 34329 | CHILDREN'S MINISTRY AREA RENOVATION | |
| COUNCIL OF MICHIGAN FOUNDATIONS | ||||||||
| ONE S HARBOR DR STE 3 | GRAND HAVEN | MI | 49417 | 386263347 | 501(C)(3) | 6300 | PHILANTHROPY SUPPORT THROUGH MEMBERSHIP | |
| CULVER EDUCATIONAL FOUNDATION | ||||||||
| 1300 ACADEMY ROAD 153 | CULVER | IN | 465119980 | 350868071 | 501(C)(3) | 97750 | $92,750 FOR SCHOLARSHIPS, $5,000 FOR HABITAT | |
| DEGRAAF NATURE CENTER | ||||||||
| 600 GRAAFSCHAP RD | HOLLAND | MI | 49423 | 386004622 | GOV'T. | 5485 | 2011 SPENDING POLICY | |
| EVERGREEN COMMONS SENIOR CENTER | ||||||||
| 480 STATE STREET | HOLLAND | MI | 49423 | 382526940 | 501(C)(3) | 33850 | ADULT DAY CARE CENTER | |
| FAIRHAVEN MINISTRIES - HAND2HAND PROGRAM | ||||||||
| 2900 BALDWIN ST | HUDSONVILLE | MI | 49426 | 386165534 | 501(C)(3) | 9900 | HAND2HAND MINISTRIES | |
| GERONTOLOGY NETWORK | ||||||||
| 500 CHERRY STREET SE | GRAND RAPIDS | MI | 49503 | 382774701 | 501(C)(3) | 7200 | LIFE CONNECTIONS HOLLAND/ZEELAND ADVOCATE FUND | |
| GIRL SCOUTS OF MICHIGAN SHORE TO SHORE | ||||||||
| 3275 WALKER AVE NW | GRAND RAPIDS | MI | 49544 | 381366924 | 501(C)(3) | 5050 | AMUSE PROGRAM | |
| GOOD SAMARITAN MINISTRIES | ||||||||
| 513 EAST 8TH STREET SUITE 25 | HOLLAND | MI | 49423 | 381887347 | 501(C)(3) | 8650 | NEIGHBORHOOD CONNECTIONS; GIVING FOR GOOD | |
| GRAND RAPIDS COMMUNITY COLLEGE | ||||||||
| 143 BOSTWICK AVE NE | GRAND RAPIDS | MI | 495033201 | 386100380 | GOV'T. | 32000 | GRCC MID-TOWN CAMPUS PROJECT | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA AVE NW STE 100 | GRAND RAPIDS | MI | 495023039 | 386005447 | 501(C)(3) | 6000 | HOLLAND/ZEELAND AREA LOLLIPOPS MUSIC EDUCATION PROGRAM | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 301 MICHIGAN ST NE STE 100 | GRAND RAPIDS | MI | 495033314 | 381684280 | GOV'T. | 6750 | MARY IDEMA PEW LIBRARY LEARNING CENTER; INTERFAITH INSITUTE FUND; ANNUAL FUND; YOUNG LEADERS FUND | |
| GREATER OTTAWA COUNTY UNITED WAY | ||||||||
| PO BOX 1349 | HOLLAND | MI | 49422 | 383522782 | 501(C)(3) | 6598 | UNRESTRICTED; SUBSTANCE ABUSE PROGRAMS | |
| HEIGHTS OF HOPE | ||||||||
| 995 EAST 8TH STREET | HOLLAND | MI | 49423 | 200123010 | 501(C)(3) | 5500 | WHOA FITNESS & HEALTH EDUCATION PROGRAM | |
| HELEN DEVOS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 495023030 | 382752328 | 501(C)(3) | 1000 | ANNUAL FUND | |
| HELEN DEVOS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 495023030 | 382752328 | 501(C)(3) | 1001250 | CLINICAL CARE & CORE RESEARCH SERVICES FOR HAWORTH FAMILY PEDIATRIC ONCOLOGY INNOVATIVE THERAPUETICS CLINIC | |
| HOLLAND AREA ARTS COUNCIL | ||||||||
| 150 EAST 8TH STREET | HOLLAND | MI | 49423 | 382420156 | 501(C)(3) | 8917 | PROGRAM SUPPORT | |
| HOLLAND CHORALE | ||||||||
| PO BOX 1513 | HOLLAND | MI | 494221513 | 382188467 | 501(C)(3) | 5600 | ANNUAL SUPPORT | |
| HOLLAND FREE HEALTH CLINIC | ||||||||
| 99 W 26TH STREET | HOLLAND | MI | 49423 | 300072620 | 501(C)(3) | 6000 | ANNUAL SUPPORT; PARISH NURSE PROGRAM | |
| HOLLAND HISTORICAL TRUST | ||||||||
| 31 W 10TH ST | HOLLAND | MI | 49423 | 381692502 | 501(C)(3) | 20245 | VAN RAALTE FARM CIVIL WAR MUSTER; DERBY PARTY; VAN RAALTE CELEBRATION | |
| HOLLAND HOSPITAL FOUNDATION | ||||||||
| 602 MICHIGAN AVE | HOLLAND | MI | 49423 | 382800065 | 501(C)(3) | 34250 | SCHOOL NURSE PROGRAM | |
| HOLLAND PUBLIC SCHOOLS | ||||||||
| 156 W 11TH ST | HOLLAND | MI | 49423 | 386003257 | GOV'T. | 12088 | YOUTH LEADERSHIP SCHOLARSHIP; LEARNING TO READ; READ TO ME | |
| HOLLAND PUBLIC SCHOOLS PTO EDUCATIONAL TRUST | ||||||||
| 282 W 30TH STREET | HOLLAND | MI | 49423 | 200154989 | 501(C)(3) | 7330 | 2011 SPENDING POLICY | |
| HOLLAND RESCUE MISSION | ||||||||
| 356 FAIRBANKS AVE | HOLLAND | MI | 49423 | 381734763 | 501(C)(3) | 13925 | GAP POPULATION SOLUTIONS PROJECT; POSTAL SERVICE FOOD DRIVE | |
| HOMECOR | ||||||||
| 151 CENTRAL AVENUE STE 280 | HOLLAND | MI | 49423 | 383281993 | 501(C)(3) | 7000 | ANNUAL SUPPORT | |
| HOPE COLLEGE | ||||||||
| PO BOX 9000 | HOLLAND | MI | 494229000 | 381381271 | 501(C)(3) | 9750 | HOPE FUND; VARIOUS FUNDS | |
| HOPE SUMMER REPERTORY THEATRE | ||||||||
| PO BOX 9000 | HOLLAND | MI | 494229000 | 381381271 | 501(C)(3) | 5000 | CENTER STAGE CIRCLE | |
| HOSPICE OF HOLLAND | ||||||||
| 270 HOOVER BLVD | HOLLAND | MI | 49423 | 382355709 | 501(C)(3) | 25000 | VANDER LEEK CUP; TULIP TREE FUND; ANNUAL SUPPORT | |
| HOWARD MILLER LIBRARY & COMMUNITY CENTER | ||||||||
| 14 S CHURCH STREET | ZEELAND | MI | 494641728 | 386004744 | GOV'T. | 37700 | 2011 SPENDING POLICY | |
| LAKESHORE ADVANTAGE | ||||||||
| 201 WEST WASHINGTON STE 410 | ZEELAND | MI | 49464 | 061708014 | 501(C)6 | 90000 | JOB RETENTION AND EXPANSION PROGRAMS | |
| LAKESHORE ETHNIC DIVERSITY ALLIANCE | ||||||||
| PO BOX 2945 | HOLLAND | MI | 494222945 | 383360686 | 501(C)(3) | 22500 | MIGRANT READING PROGRAM | |
| LAKESHORE HABITAT FOR HUMANITY | ||||||||
| 12727 RILEY STREET | HOLLAND | MI | 49424 | 382893355 | 501(C)(3) | 11900 | NEIGHBORHOOD REVITALIZATION INITIATIVE | |
| LAKESHORE LATINO OUTREACH CENTER INC | ||||||||
| PO BOX 1664 | HOLLAND | MI | 494221664 | 383775669 | 501(C)(3) | 10000 | LIVING A HEALTHY LIFE WITH CHRONIC CONDITIONS | |
| LATIN AMERICANS UNITED FOR PROGRESS | ||||||||
| 96 W 15TH STREET STE 101 | HOLLAND | MI | 49423 | 382099880 | 501(C)(3) | 18000 | ANNUAL SUPPORT; CITIZENSHIP CLASSES; CRITICAL THINKING YOUTH TRAINING | |
| LIFE SERVICES SYSTEM OF OTTAWA COUNTY INC | ||||||||
| 11172 ADAMS ST | HOLLAND | MI | 49423 | 382854059 | 501(C)(3) | 25000 | PARENTS ARE PRICELESS; LIVING LAUGHTING LEARNING & GROWING; SAFE KIDS LAKESHORE | |
| MACATAWA BAY JUNIOR ASSOCIATION | ||||||||
| PO BOX 189 | MACATAWA | MI | 494340189 | 382460525 | 501(C)(3) | 60750 | JUNIOR SAILING CENTER LEASE | |
| MAKE-A-WISH FOUNDATION OF MICHIGAN | ||||||||
| STE 290 2300 GENOA BUSINESS PARK DR | BRIGHTON | MI | 481147369 | 382505812 | 501(C)(3) | 5000 | THE WISH SOCIETY | DR |
| MSU CAREER SERVICES - MCAN THE IMAGINE FUND | ||||||||
| 113 STUDENT SERVICES BLDG | EAST LANSING | MI | 48824 | 208899588 | 501(C)(3) | 75000 | MSU COLLEGE ADVISING CORPS MATCH | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 678 FRONT AVE NW STE 265 | GRAND RAPIDS | MI | 49504 | 131665552 | 501(C)3 | 5000 | MDA 2012 WEST MICHIGAN SUMMER CAMP | |
| NEW COMMUNITY FOURTH REFORMED CHURCH | ||||||||
| 238 W 15TH STREET | HOLLAND | MI | 49423 | 386179728 | 501(C)(3) | 7500 | WESTCORE COMMUNITY CONNECTIONS | |
| NEWNORTH CENTER FOR DESIGN IN BUSINESS | ||||||||
| 62 E 8TH ST | HOLLAND | MI | 49423 | 270440934 | 501(C)(3) | 62375 | UNRESTRICTED SUPPORT; CAPITAL CAMPAIGN; FISCAL SPONSORSHIP | |
| OAR INC | ||||||||
| PO BOX 1875 | HOLLAND | MI | 494221875 | 381984739 | 501(C)(3) | 5400 | ANNUAL SUPPORT | |
| OTTAWA AREA INTERMEDIATE SCHOOL DISTRICT | ||||||||
| 13565 PORT SHELDON RD | HOLLAND | MI | 49424 | 381709520 | GOV'T. | 114955 | M-TEC PARKING LOT EXPANSION | |
| OTTAWA COUNTY HEALTH DEPARTMENT | ||||||||
| 12251 JAMES STREET | HOLLAND | MI | 49424 | 386004883 | GOV'T. | 5750 | MILES OF SMILES MOBILE DENTAL UNIT OUTREACH | |
| OUTDOOR DISCOVERY CENTER | ||||||||
| 4214 56TH STREET | HOLLAND | MI | 49423 | 382461102 | 501(C)(3) | 85000 | FILLMORE DISCOVERY PARK; LAKE MAC WATER RESTORATION PROJECT; PROGRAM SUPPORT | |
| PUMPKINFEST - ZEELAND CHAMBER OF COMMERCE | ||||||||
| 149 W MAIN | ZEELAND | MI | 49464 | 386108765 | 501(C)(6) | 6980 | SHINING UP PUMPKINFEST | |
| READY FOR SCHOOL | ||||||||
| 100 E 8TH ST STE 240 | HOLLAND | MI | 49423 | 274898652 | 501(C)(3) | 68100 | GENERAL OPERATIONS | |
| RENEW THERAPEUTIC RIDING CENTER | ||||||||
| 4271 60TH STREET | HOLLAND | MI | 49423 | 371578949 | 501(C)(3) | 8321 | SCHOLARSHIP PROGRAM FOR HOLLAND/ZEELAND AREA STUDENTS | |
| RESTHAVEN CARE COMMUNITY | ||||||||
| 9 EAST 8TH STREET | HOLLAND | MI | 49423 | 381387113 | 501(C)(3) | 14100 | CARE CENTER EXPANSION | |
| SECOND REFORMED CHURCH | ||||||||
| 225 EAST CENTRAL AVENUE | ZEELAND | MI | 49464 | 381507304 | 501(C)(3) | 50244 | ANNUAL SPENDING | |
| SOLID ROCK MINISTRIES | ||||||||
| 100 PINE ST STE 230 | ZEELAND | MI | 49464 | 205263656 | 501(C)(3) | 7500 | MATERIALS FUND | |
| SPORTSQUEST FAMILY CENTER | ||||||||
| 43 EAST 8TH STREET STE 150 | HOLLAND | MI | 49423 | 205821743 | 501(C)(3) | 9900 | UNRESTRICTED SUPPORT | |
| TALENT 2025 | ||||||||
| 259 OTTAWA ST | MUSKEGON | MI | 494421008 | 270193853 | 501(C)(3) | 5000 | TALENT 2025 | |
| TULIP TIME FESTIVAL | ||||||||
| 74 W 8TH STREET | HOLLAND | MI | 49423 | 381266660 | 501(C)(3) | 8649 | 2011 TULIP TIME FESTIVAL | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 503 THOMPSON STREET | ANN ARBOR | MI | 481091340 | 386006309 | GOV'T. | 75000 | MICHIGAN COLLEGE ADVISING CORPS MATCH | |
| WATERFRONT FILM FESTIVAL | ||||||||
| PO BOX 387 | SAUGATUCK | MI | 49453 | 383519201 | 501(C)(3) | 5000 | ANNUAL SUPPORT | |
| WEST MICHIGAN STRATEGIC ALLIANCE | ||||||||
| PO BOX 68046 | GRAND RAPIDS | MI | 49516 | 383551109 | 501(C)(3) | 25000 | WEST MICHIGAN INTERNSHIP INITIATIVE | |
| WEST OTTAWA PUBLIC SCHOOLS | ||||||||
| 1138 136TH AVENUE | HOLLAND | MI | 49424 | 386032447 | GOV'T. | 100350 | KINETIC AFFECT AND WEST OTTAWA INT'L BACCALAUREATE PROGRAM | |
| ZEELAND CHRISTIAN SCHOOL | ||||||||
| 334 W CENTRAL AVE | ZEELAND | MI | 49464 | 381566660 | GOV'T. | 23700 | 2011 SPENDING POLICY | |
| ZEELAND HISTORICAL SOCIETY | ||||||||
| BOX 165 | ZEELAND | MI | 49464 | 382147423 | 501(C)(3) | 12400 | MAIN STREET PERMANENT DISPLAY & NEW GRONINGEN SCHOOL RENOVATION PROJECT | |
| ZEELAND RECREATION - ZEELAND PUBLIC SCHOOLS | ||||||||
| 320 EAST MAIN | ZEELAND | MI | 49464 | 386003307 | GOV'T. | 10000 | BALLPARK LIGHTING AND EQUIPMENT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 73 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR STUDENTS ATTENDING POST-SECONDARY EDUCATIONAL INSTITUTIONS | TypeOfGrant |
| Number Of Recipients | 170 | NumberOfRecipients |
| Amount Of Cash Grant | 340513 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: A LETTER ACCOMPANIES ALL GRANT AWARDS, INFORMING THE GRANTEE OF THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO RETURN ANY GRANT FUNDS NOT EXPENDED FOR THE STATED PURPOSE. THE FOUNDATION REQUIRES A GRANT EVALUATION FORM TO BE COMPLETED BY ALL ORGANIZATIONS RECEIVING COMPETITIVE GRANTS. ONE OF THE QUESTIONS ON THE EVALUATION REQUIRES THE GRANTEE TO DESCRIBE THE USE OF THE GRANT FUNDS. THE DIRECTOR OF GRANTMAKING REVIEWS THE RESPONSES TO BE SURE IT WAS CONSISTENT WITH THE ORIGINAL GRANT PURPOSE. SCHOLARSHIP AWARDS ARE ISSUED DIRECTLY TO THE EDUCATIONAL INSTITUTION FOR CREDIT TO THE STUDENT'S ACCOUNTS. ANY DOLLARS NOT USED FOR THE STATED PURPOSE OR STUDENT ARE RETURNED BY THE SCHOOLS. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 921437 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | FORFEITURE OF FUTURE PAYMENTS FROM A CRUT | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 404836 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PRESENT VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS RECEIVED SCHEDULE M, PART I, LINE 25: FOREFEITURE OF FUTURE PAYMENTS FROM A CRUT |
| THIRD PARTY USE: | PART I, LINE 32B: | STOCK BROKERS ASSISTED WITH THE SALE OF PUBLICLY TRADED SECURITIES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RANDY THELEN AND ANN QUERY HAVE A BUSINESS RELATIONSHIP. HAANS MULDER AND THUN CHAMPASSAK HAVE A BUSINESS RELATIONSHIP. MATTHEW LEPARD AND RANDY THELEN HAVE A BUSINESS RELATIONSHIP. NANCY MILLER AND SUE DEN HERDER HAVE A FAMILY RELATIONSHIP. THE BOARD HAS REVIEWED THE RELATIONSHIPS DESCRIBED ABOVE AND HAS DETERMINED THAT ALL VOTING MEMBERS STILL QUALIFY AS BEING INDEPENDENT. | |
| FORM 990, PART VI, SECTION A, LINE 6 | DONORS WHO CONTRIBUTE $50 OR MORE ARE CONSIDERED TO BE "MEMBERS". | |
| FORM 990, PART VI, SECTION A, LINE 7A | DONORS WHO CONTRIBUTE $50 OR MORE ARE CONSIDERED TO BE "MEMBERS" AND ARE INVITED TO VOTE IN THE ELECTION OF THE GOVERNING BOARD AT THE ANNUAL MEETING HELD IN THE SPRING OF EACH YEAR. OTHERWISE, SUCH "MEMBERS" HAVE NO GOVERNING AUTHORITY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF FORM 990 WITH SUPPORTING SCHEDULES WAS PERSONALLY PRESENTED BY THE AUDITORS TO THE AUDIT COMMITTEE FOR THEIR EDITS AND QUESTIONS. ON BEHALF OF THE AUDIT COMMITTEE, THE CO-CHAIR E-MAILED TO THE FULL BOARD (ALL OFFICERS AND TRUSTEES/DIRECTORS) A FINAL DRAFT OF THE 990 AND SUPPORTING SCHEDULES, WITH A MOTION TO APPROVE THE FORM 990 FOR FILING AS PRESENTED. MOTION TO APPROVE THE FINAL 990 WAS PASSED WITH NO OBJECTIONS RECEIVED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COMMUNITY FOUNDATION STRIVES TO MAINTAIN THE HIGHEST ETHICAL STANDARDS IN ALL POLICIES, PROCEDURES AND PROGRAMS AND TO AVOID ANY CONFLICTS OF INTEREST. EACH TRUSTEE, OFFICER, MEMBER OF A COMMITTE WITH BOARD DELEGATED POWERS AND EMPLOYEES, ANNUALLY SIGNS A STATEMENT, WHICH AFFIRMS THAT SUCH PERSON 1)HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, 2) HAS READ AND UNDERSTANDS THE POLICY, 3) HAS AGREED TO COMPLY WITH THE POLICY, AND 4) UNDERSTANDS THAT THE FOUNDATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES IN CONNECTION WITH ANY DIRECT OR INDIRECT FINANCIAL INTEREST OR DUALITY OF INTEREST. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS/HER FINANCIAL INTEREST OR AFFILIATION AND ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEE WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE MAY BE REQUESTED TO LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | PURPOSE OVER AND ABOVE ANY LEGAL REQUIREMENT OR PUBLIC SCRUTINY, AS GOOD STEWARDS OF PHILANTHROPIC RESOURCES, THE FOUNDATION WOULD LIKE TO GO THE EXTRA MILE TO BE CERTAIN THAT LEVELS OF COMPENSATION ARE REASONABLE. REASONABLE IS GENERALLY DEFINED AS WHAT SIMILAR PERSONS IN SIMILAR POSITIONS WITH SIMILAR DUTIES AT SIMILAR ORGANIZATIONS ARE PAID. PROCESS 1) EACH NOVEMBER, THE EXECUTIVE DIRECTOR WILL WRITE A SELF-ASSESSMENT OF HIS/HER ACHIEVEMENTS BASED ON THE PERFORMANCE GOALS SET FOR THE YEAR. THE ASSESSMENT SHOULD INCLUDE OBJECTIVES SET FOR THE PAST YEAR, ACCOMPLISHMENTS TOWARDS OBJECTIVES, DISCUSSION OR EXPLANATIONS OF UNMET OBJECTIVES, AND OTHER ITEMS NEEDED TO BE DISCUSSED. 2) THE PRESIDENT OF THE BOARD WILL SEND A MEMO BY EARLY DECEMBER TO ALL TRUSTEES ALONG WITH AN EVALUATION FORM AND A COPY OF THE SELF-ASSESSMENT. 3) TRUSTEES ARE ASKED TO COMPLETE AN EVALUATION FORM AND RETURN IT DIRECTLY TO THE PRESIDENT, ALONG WITH ANY COMMENTS OR RESPONSES ABOUT THE EXECUTIVE DIRECTOR'S PERFORMANCE OR SELF-ASSESSMENT BY MID-DECEMBER. 4) STAFF IS ALSO ASKED TO COMPLETE AN EVALUATION FORM AND MAIL DIRECT TO THE BOARD PRESIDENT BY MID-DECEMBER (STAFF IS NOT PROVIDED A COPY OF THE SELF-ASSESSMENT). 5) THE BOARD PRESIDENT WILL COLLECT AND CONDENSE THE EVALUATION INTO A SUMMARY FORM AND INCLUDE COMMENTS PROVIDED BY TRUSTEES AND STAFF. 6) THE EXECUTIVE COMMITTEE WILL SERVE AS THE COMPENSATION COMMITTEE (I.E. DISINTERESTED GOVERNING BOARD) AND WILL CONVENE, REVIEW THE PERFORMANCE SUMMARY AND AGREE ON POINTS TO COVER DURING THE REVIEW. 7) EXECUTIVE COMMITTEE WILL OBTAIN AND REFERENCE APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS SALARY DETERMINATION. RELEVANT DATA INCLUDES, BUT IS NOT LIMITED TO CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT SOURCES. FOR EXAMPLE, THE COUNCIL ON FOUNDATION'S GRANT MAKER'S SALARIED BENEFIT REPORTS (PUBLISHED ANNUALLY), CHARITABLE FORM 990'S ON GUIDESTAR, AND NONPROFIT SALARY SURVEYS. THE COMMITTEE WILL REVIEW COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGNANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS AND WILL THEN RECOMMEND SALARY ADJUSTMENTS OR BONUS PAYMENTS. 9) DOCUMENTATION MEETING MINUTES INCLUDE COMMITTEE MEMBERS IN ATTENDANCE AND THOSE THAT VOTED ON IT, BASIC TERMS OF THE CONTRACT AND THE DATE IT WAS APPROVED, THE COMPARABILITY DATA OBTAINED AND RELIED UPON AND HOW THE DATA WAS OBTAINED, AND ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF THE TRANSACTION BY ANYONE WHO MAY HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION. MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED. THERE ARE NO OTHER EMPLOYEES MEETING THE DEFINITION OF A KEY EMPLOYEE. A FORMAL REVIEW OF ALL EMPLOYEES IS CONDUCTED BY THE EXECUTIVE DIRECTOR ANNUALLY. EMPLOYEES SUBMIT ORGANIZATIONAL GOALS WITHIN THEIR AREA OF RESPONSIBILITY AND PROGRESS TOWARDS STATED ACCOMPLISHMENT GOALS IN EACH OF THOSE AREAS IS DISCUSSED. AT YEAR-END EMPLOYEES CONDUCT A SELF-REVIEW IN THE AREAS OF JOB KNOWLEDGE, PROFESSIONALISM, EFFICIENCY AND ACCURACY, TEAMWORK AND INITIATIVE. THEN THE EXECUTIVE DIRECTOR MEETS WITH EMPLOYEES TO DISCUSS AREAS OF STRENGTH, WEAKNESS OR SUGGESTIONS FOR IMPROVEMENT. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, SUCH AS FORM 1023, ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND RECORDS RETENTION POLICY, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS, FORM 990 (AND FORM 990-T, IF REQUIRED) ARE AVAILABLE ON THE FOUNDATION'S WEBSITE, ON GUIDESTAR AND UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,817,710. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 391,639. TOTAL TO FORM 990, PART XI, LINE 5: -1,426,071. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOWEVER, FOR 2011 THE AUDIT COMMITTEE SUBMITTED A REQUEST FOR PROPOSALS FROM INDEPENDENT AUDIT FIRMS AND SELECTED A NEW AUDITOR FOR THE TAX YEAR ENDED DECEMBER 31, 2011. | |
| FORM 990, PART V, LINE 4: | THE FUNDS IN THE CAYMAN ISLANDS ARE HELD IN A HEDGE FUND AND THEREFORE THERE IS NO REQUIREMENT TO FILE FORM TD F 90-22.1. |
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