COMMUNTIY FOUNDATION OF THE HOLLAND ZEELAND AREA: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNTIY FOUNDATION OF THE HOLLAND ZEELAND AREA (EIN 38-6095283)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349302162
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T08:21:11-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYAARD TOLMAN & VENLET PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 320 | AddressLine1 |
| City | ZEELAND | City |
| State | MI | State |
| ZIP Code | 49464 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | THE HOLLAND/ZEELAND AREA | 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 W 8TH STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 100 | AddressLine2 |
| City | HOLLAND | City |
| State | MI | State |
| ZIP Code | 49423 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANET DE YOUNG | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6163966590 | Phone |
| Date Signed | 2011-11-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAYNE E VENLET | Name |
| Phone | 6167721901 | Phone |
| Date Prepared | 2011-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATTHEW LEPARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 WEST 8TH STREET | AddressLine1 |
| City | HOLLAND | City |
| State | MI | State |
| ZIP Code | 49423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4193256 | GrossReceipts |
| Group Return For Affiliates | false | 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 | TO ADVANCE THE COMMON GOOD THROUGH GRANTS THAT WORK TODAY AND GIFTS THAT LAST FOREVER. THE FOUNDATION'S GOAL IS TO ENHANCE THE QUALITY OF COMMUNITY LIFE THROUGH THE SUPPORT OF A BROAD RANGE OF SERVICES NECESSARY TO SUSTAIN THE COMMUNITY IN SUCH AREAS AS HEALTH, EDUCATION, YOUTH, SOCIAL WELFARE, ENVIRONMENT AND ARTS AND CULTURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 56 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2854681 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3907076 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 550781 | InvestmentIncomePriorYear |
| Investment Income Current Year | 237225 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11438 | OtherRevenuePriorYear |
| Other Revenue Current Year | 26834 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3416900 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4171135 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2488791 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1764821 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 360451 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 325570 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 28650 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 3000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 190951 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 134665 | OtherExpensePriorYear |
| Other Expenses Current Year | 170064 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3012557 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2263455 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 404343 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1907680 | RevenuesLessExpensesCY |
| Total Assets BOY | 37959658 | TotalAssetsBOY |
| Total Assets EOY | 41940253 | TotalAssetsEOY |
| Total Liabilities BOY | 1412904 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 967939 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36546754 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40972314 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE THE COMMON GOOD THROUGH GRANTS THAT WORK TODAY AND GIFTS THAT LAST FOREVER. THE FOUNDATION'S GOAL IS TO ENHANCE THE QUALITY OF COMMUNITY LIFE THROUGH THE SUPPORT OF A BROAD RANGE OF SERVICES NECESSARY TO SUSTAIN THE COMMUNITY IN SUCH AREAS AS HEALTH, EDUCATION, YOUTH, SOCIAL WELFARE, ENVIRONMENT AND ARTS AND CULTURE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1861678 | Expense |
| Grants | 1764821 | Grants |
| 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, COMMUNITY AND ECONOMIC DEVELOPMENT, YOUTH AND THE ELDERLY. | Description |
| Total Program Service Expense | 1861678 | 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 | true | 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 | true | 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 | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | 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 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | 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 | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RANDY THELEN | NamePerson |
| 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 (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| AFRIK TAIYOH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| AMANTE CHAR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BOCANEGRA JUANITA | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| BUSH LORI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHAMPASSAK THUN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CLARK MILLER DEB | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEN HERDER SUSAN | ||||||
| SECOND VICE | 1.00 | X | 0 | 0 | 0 | X |
| DONNELLY JOHN JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRANDSEN SHANE | ||||||
| YOUTH TRUSTE | 1.00 | X | 0 | 0 | 0 | |
| LEPARD MATTHEW | ||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| LOPEZ ELEANOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARQUIS JOHN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MATHUR DR RITA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MEYERS HANNES JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MILLER NANCY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MULDER HAANS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| QUERY ANN | ||||||
| 1ST VICE PRE | 2.00 | X | 0 | 0 | 0 | X |
| SMITH JUDY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THELEN RANDY | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| ZWIER DANIEL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DE YOUNG JANET | ||||||
| EXEC DIR | 40.00 | 82714 | 0 | 3200 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 82714 | TotalReportableCompFromOrg |
| Total Other Compensation | 3200 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 3907076 | AllOtherContributions |
| Noncash Contributions | 684808 | NoncashContributions |
| Total Contributions | 3907076 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63690 | TotalRevenueColumn |
| Exclusion | $63,690 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1099 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 174634 | Securities |
| Other | -1099 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 173535 | TotalRevenueColumn |
| Related Or Exempt Function Income | 173535 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 48850 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 21022 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27828 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| ANNUAL LUNCHEON REVENUE | 6128 | 6128 |
| (FORM K-1) EIN 43-2071837 | -7122 | -7122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -994 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4171135 | TotalRevenueColumn |
| Related Or Exempt Function Income | 172541 | RelatedOrExemptFunctionIncome |
| Exclusion | $63,690 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1508430 | Total |
| Program Services | 1508430 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256391 | Total |
| Program Services | 256391 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82714 | Total |
| Program Services | 24814 | ProgramServices |
| Management And General | 16543 | ManagementAndGeneral |
| Fundraising | 41357 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193228 | Total |
| Program Services | 24461 | ProgramServices |
| Management And General | 89892 | ManagementAndGeneral |
| Fundraising | 78875 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8294 | Total |
| Program Services | 1481 | ProgramServices |
| Management And General | 3199 | ManagementAndGeneral |
| Fundraising | 3614 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20949 | Total |
| Program Services | 3741 | ProgramServices |
| Management And General | 8080 | ManagementAndGeneral |
| Fundraising | 9128 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20385 | Total |
| Program Services | 3640 | ProgramServices |
| Management And General | 7863 | ManagementAndGeneral |
| Fundraising | 8882 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3502 | Total |
| Management And General | 3502 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19251 | Total |
| Management And General | 19251 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000 | Total |
| Fundraising | 3000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65 | Total |
| Management And General | 65 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17224 | Total |
| Program Services | 2762 | ProgramServices |
| Management And General | 11700 | ManagementAndGeneral |
| Fundraising | 2762 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25850 | Total |
| Program Services | 6250 | ProgramServices |
| Management And General | 3307 | ManagementAndGeneral |
| Fundraising | 16293 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9967 | Total |
| Program Services | 1657 | ProgramServices |
| Management And General | 3872 | ManagementAndGeneral |
| Fundraising | 4438 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12428 | Total |
| Program Services | 6214 | ProgramServices |
| Management And General | 1243 | ManagementAndGeneral |
| Fundraising | 4971 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27344 | Total |
| Program Services | 8203 | ProgramServices |
| Management And General | 13672 | ManagementAndGeneral |
| Fundraising | 5469 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5172 | Total |
| Program Services | 776 | ProgramServices |
| Management And General | 1293 | ManagementAndGeneral |
| Fundraising | 3103 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14023 | Total |
| Program Services | 5480 | ProgramServices |
| Management And General | 3758 | ManagementAndGeneral |
| Fundraising | 4785 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9129 | Total |
| Program Services | 3043 | ProgramServices |
| Management And General | 3043 | ManagementAndGeneral |
| Fundraising | 3043 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7250 | Total |
| Management And General | 7250 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| ANNUAL REPORT | 7511 | 7511 | ||
| MEMBERSHIPS AND SUBSCRIPT | 5133 | 4363 | 257 | 513 |
| COMMUNITY LEADERSHIP | 3974 | 3974 | ||
| MISCELLANEOUS | 2054 | 1232 | 104 | 718 |
| STAFF AND BOARD ADVANCEME | 187 | 187 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2263455 | Total |
| Program Services | 1861678 | ProgramServices |
| Management And General | 210826 | ManagementAndGeneral |
| Fundraising | 190951 | 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 | 3764483 | BOY |
| EOY | 4112451 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229283 | BOY |
| EOY | 84592 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255687 | BOY |
| EOY | 505687 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 162208 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 122732 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34852 | BOY |
| EOY | 39476 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33672724 | BOY |
| EOY | 37194031 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2529 | BOY |
| EOY | 3916 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37959658 | BOY |
| EOY | 41940253 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679784 | BOY |
| EOY | 358199 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 733120 | BOY |
| EOY | 609740 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1412904 | BOY |
| EOY | 967939 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36317471 | BOY |
| EOY | 40887722 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229283 | BOY |
| EOY | 84592 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36546754 | BOY |
| EOY | 40972314 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37959658 | BOY |
| EOY | 41940253 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1907680 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2517880 | 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) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2988657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8305110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7564929 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2854681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3907076 | CurrentTaxYear |
| Total | 25620453 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2988657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8305110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7564929 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2854681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3907076 | CurrentTaxYear |
| Total | 25620453 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7492536 | AmountsSubstContributorsTotal |
| Public Support Total170 | 18127917 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 739988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1078040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 574617 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 779081 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63690 | CurrentTaxYear |
| Total | 3235416 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 28855869 | TotalSupport |
| Gross Receipts From Admissions Etc | 47856 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.62820 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.63060 | 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 | 84 | NumberDAFsHeld |
| Number Funds Held | 351 | NumberFundsHeld |
| Donor Advised Contributions | 2197596 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 1709480 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 933292 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 831529 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 8021475 | AggregateDAFValue |
| Aggregate Fund Value | 32950839 | AggregateFundValue |
| 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 | 28850207 | BeginningOfYearBalance |
| Contributions | 1302601 | Contributions |
| Investment Earnings Or Losses | 2834455 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 521505 | GrantsOrScholarships |
| Administrative Expenses | 783135 | AdministrativeExpenses |
| End Of Year Balance | 31682623 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23643308 | BeginningOfYearBalance |
| Contributions | 1431883 | Contributions |
| Investment Earnings Or Losses | 5036512 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 505981 | GrantsOrScholarships |
| Administrative Expenses | 755515 | AdministrativeExpenses |
| End Of Year Balance | 28850207 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31021101 | BeginningOfYearBalance |
| Contributions | 1744102 | Contributions |
| Investment Earnings Or Losses | -7448542 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 889058 | GrantsOrScholarships |
| Administrative Expenses | 784295 | AdministrativeExpenses |
| End Of Year Balance | 23643308 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13750 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86250 | 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 | 162208 | OtherCostOrOtherBasis |
| Depreciation | 122732 | Depreciation |
| Book Value | 39476 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39476 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $605,584 |
| PAYROLL TAXES PAYABLE | $4,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 609740 | TotalOfAmounts |
| Total Revenue | 4171135 | TotalRevenue |
| Total Expenses | 2263455 | TotalExpenses |
| Excess Or Deficit For Year | 1907680 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2517880 | NetUnrealizedGLOnInvestments |
| Other | -$424,370 | OtherAmount |
| Total Adjustments | 2093510 | TotalAdjustments |
| Excess Or Deficit Per FS | 4001190 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6475228 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2517880 | NetUnrealizedGainsInvestments |
| Other Revenues | 22121 | OtherRevenues |
| Revenue Not Rptd F990 | 2540001 | RevenueNotRptdF990 |
| Revenue Subtotal | 3935227 | RevenueSubtotal |
| Other Revenues Not Included | 235908 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 235908 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4171135 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2474038 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 210583 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 210583 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2263455 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2263455 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE FOUNDATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE FOUNDATION HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION'S MANAGEMENT BELIEVES TAX YEARS 2007 THROUGH 2010, FOLLOWING ADMINISTRATIVE PRACTICE OF TAXING AUTHORITIES, REMAIN OPEN AND SUBJECT TO REVIEW. MANAGEMENT BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, FOR ALL OPEN TAX YEARS, THE FOUNDATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2010. |
| SUPPLEMENTAL FINANCIAL INFORMATION | SCHEDULE D, PAGE 4, PART XIV | PART XI, LINE 8 - RECONCILIATIN OF CHANGES - OTHER NET CHANGE IN AGENCY ENDOWMENT - 424,370 PART XII, LINE 2D - REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SPECIAL EVENT EXPENSES 21,022 LOSS ON ASSET DISPOSITION 1,099 PART XII, LINE 4B - REVENUE AMOUNTS INCLUDED ON RETURN - OTHER AGENCY ENDOWMENT REVENUE 510,444 INTERFUND TRANSFERS - 277,536 PRESENTATION OF PROFESSIONAL FUNDRAISING EXPENSES 3,000 PART XIII, LIN 2D - EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SPECIAL EVENT EXPENSES 21,022 INTERFUND TRANSFERS 277,536 LOSS ON ASSET DISPOSITION 1,099 AGENCY ENDOWMENT GRANTS - 86,074 PRESENTATION OF PROFESSIONAL FUNDRAISING EXPENSES - 3,000 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | MI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 48850 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 48850 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 21022 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 48850 | GrossReceiptsTotal |
| Gross Revenue Total Events | 48850 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 21022 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 21022 | DirectExpenseSummaryEvents |
| Net Income Summary | 27828 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| 1) SCHOLARSHIP AT 9,000 | 1 | 9000 |
| 1) SCHOLARSHIP AT 7,200 | 1 | 7200 |
| 13)SCHOLARSHIPS AT 7,000 | 13 | 91000 |
| 4) SCHOLARSHIPS AT 5,000 | 4 | 20000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | SCHEDULE I, PAGE 1, PART I, LINE 2 | THE FOUNDATION REQUESTS A GRANT EVALUATION FORM TO BE COMPLETED BY ALL ORGANIZATIONS RECEIVING GRANTS. ONE OF THE QUESTIONS ON THE EVALUATION ADDRESSES USE OF THE GRANT FUNDS. ALSO, IN THE AWARDING LETTER, GRANTEES ARE INFORMED OF THE PURPOSE OF THE GRANT AND ARE REQUIRED TO RETURN ANY GRANT FUNDS NOT EXPENDED FOR THE STATED PURPOSE. |
| ADDITIONAL INFORMATION | SCHEDULE I, PAGE 4, PART IV | THE FOUNDATION AWARDED ONE SCHOLARSHIP OF 9,000; ONE OF 7,200; THIRTEEN OF 7,000 AND FOUR AT 5,000, TOTALING 127,200. ALL OTHER SCHOLARSHIPS WERE LESS THAN 5,000. TOTAL SCHOLARSHIPS AWARDED TO INDIVIDUAL RECEIPIENTS AND THEIR EDUCATIONAL INSTITUTIONS WERE 256,391. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| GOOD SAMARITAN MINISTRYJOHN QUERY | |||
| SEE BELOW | 16750 | GRANTS | false |
| READY FOR SCHOOLNANCY MILLER | |||
| SEE BELOW | PROJECT INITIATIVE | false | |
| LAKESHORE ADVANTAGERANDY THELEN | |||
| SEE BELOW | 100000 | GRANTS | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | PART IV LINE 1 ANN QUERY IS A BOARD MEMBER OF THE COMMUNITY FOUNDATION OF THE HOLLANDZEELAND AREA HER SPOUSE JOHN QUERY IS A BOARD MEMBER OF GOOD SAMARITAN MINISTRIES INC THE COMMUNITY FOUNDATION DISBURSED GRANTS TOTALING 16750 TO GOOD SAMARITAN MINISTRIES DURING 2010 ALL GRANTS TO GOOD SAMARITAN MINISTRIES WERE SUBJECTED TO THE RIGOROUS GRANT APPROVAL PROCESS OF THE COMMUNITY FOUNDATION PART IV LINE 2 NANCY MILLER IS A BOARD MEMBER OF THE COMMUNITY FOUNDATION OF THE HOLLANDZEELAND AREA SHE ALSO SERVES ON THE EXECUTIVE BOARD OF READY FOR SCHOOL A COMPONENT FUND AND PROJECT INITIATIVE FORMED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION OF THE HOLLANDZEELAND AREA THE COMMUNITY FOUNDATION SERVES AS THE FISCAL SPONSOR FOR THE INITIATIVE DURING 2010 ALL EXPENSES INCURRED ON BEHALF OF THE INITIATIVE WERE PAID FROM THE READY FOR SCHOOL FUND PART IV LINE 3 RANDY THELEN IS AN OFFICERBOARD MEMBER OF THE COMMUNITY FOUNDATION OF THE HOLLANDZEELAND AREA HE SERVES AS THE EXECUTIVE DIRECTOR OF LAKESHORE ADVANTAGE A GRANTEE OF THE COMMUNITY FOUNDATION OF THE HOLLANDZEELAND AREA HE ABSTAINS FROM ANY FOUNDATION VOTES PERTAINING TO LAKESHORE ADVANTAGE AND ALL GRANTS MADE BY THE FOUNDATION ARE USED DIRECTLY AND FULLY FOR CHARITABLE PURPOSE PROJECTS | 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 | 484797 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 200011 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | TO ADVANCE THE COMMON GOOD THROUGH GRANTS THAT WORK TODAY AND GIFTS THAT LAST FOREVER. THE FOUNDATION'S GOAL IS TO ENHANCE THE QUALITY OF COMMUNITY LIFE THROUGH THE SUPPORT OF A BROAD RANGE OF SERVICES NECESSARY TO SUSTAIN THE COMMUNITY IN SUCH AREAS AS HEALTH, EDUCATION, YOUTH, SOCIAL WELFARE, ENVIRONMENT AND ARTS AND CULTURE. |
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | FORM 990, PAGE 1, PART I, LINE 6 | ALL BOARD MEMBERS ARE ON A VOLUNTEER BASIS. DURING 2010, INDIVIDUALS SERVED AS VOLUNTEERS IN THE FOLLOWING CAPACITIES: BOARD MEMBERS, INCLUDING EXITING AND INCOMING BOARD MEMBERS ADVISORY BOARD PARTICIPANTS YOUTH ADVISORY COMMITTEE MEMBERS INCLUDING EXISTING AND INCOMING PARTICIPANTS ADVISORY AND STANDING COMMITTEES |
| FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES | FORM 990, PART V, LINE 4B | CAYMAN ISLANDS |
| RELATED PARTY INFORMATION AMONG OFFICERS | FORM 990, PAGE 6, PART VI, LINE 2 | HAANS MULDER THUN CHAMPASSAK DIRECTOR DIRECTOR ATTORNEY - CLIENT RANDY THELEN MATTHEW LEPARD TREASURER PRESIDENT BUSINESS PARTNERS |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | DONORS WHO CONTRIBUTE 50 OR MORE ARE CONSIDERED TO BE "MEMBERS" AND ARE INVITED TO VOTE IN THE GOVERNING BOARD AT THE ANNUAL MEETING HELD IN THE SPRING OF EACH YEAR. OTHERWISE, SUCH "MEMBERS" HAVE NO GOVERNING AUTHORITY. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT COPY OF FORM 990, AND SUPPORTING SCHEDULES, WAS SUBMITTED, VIA EMAIL, TO THE EXECUTIVE COMMITTEE AND THE AUDIT COMMITTEE MEMBERS FOR THEIR APPROVAL. CONFIRMATION OF RECEIPT AND APPROVAL WAS SENT VIA RETURN EMAIL RESPONSE. AFTER SAID APPROVAL BY THESE COMMITTEE MEMBERS, A COPY OF THE 990 WAS PROVIDED TO ALL BOARD MEMBERS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, 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 COMMITTEE WITH BOARD DELEGATED POWERS AND EMPLOYEES, SHALL SIGN 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 SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | 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 AS 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: COUNCIL ON FOUNDATION'S GRANT MAKER'S SALARIED BENEFITS REPORTS (PUBLISHED ANNUALLY); CHARITABLE FORM 990'S ON GUIDESTAR; NONPROFIT SALARY SURVEYS. THE COMMITTEE WILL REVIEW COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS AND WILL THEN RECOMMEND SALARY ADJUSTMENTS OR BONUS PAYMENTS IN ACCORDANCE WITH THE RULES SET FORTH IN IRC 4958. 8) THE EXECUTIVE COMMITTEE WILL MEET WITH THE EXECUTIVE DIRECTOR TO PROVIDE FEEDBACK AND REVIEW COMMENTS. DISCUSSION SHOULD INCLUDE OBJECTIVES OR GOALS TO BE INCLUDED IN THE FOLLOWING YEAR'S OBJECTIVES. 9) DOCUMENTATION MEETING MINUTES SHOULD INCLUDE: COMMITTEE MEMBERS IN ATTENDANCE AND THOSE THAT VOTED ON IT; BASIC TERMS OF THE CONTRACT AND THE DATE IS 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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | NO COMPENSATION IS ISSUED TO BOARD OF DIRECTORS. THERE ARE NO OTHER EMPLOYEES MEETING THE DEFINITION OF A KEY EMPLOYEE. NOTE: A FORMAL REVIEW OF ALL EMPLOYEES IS CONDUCTED BY THE EXECUTIVE DIRECTOR ANNUALLY. EMPLOYEES ARE ASKED TO SUBMIT ORGANIZATIONAL GOALS WITHIN THEIR AREA OF RESPONSIBILITY AND A SEMI-ANNUAL MEETING IS SCHEDULED THAT SEEKS TO MONITOR PROGRESS TOWARDS STATED ACCOMPLISHMENT GOALS IN EACH OF THOSE AREAS. AT YEAR-END, EMPLOYEES CONDUCT A SELF-REVIEW IN THE AREAS OF JOB KNOWLEDGE, PROFESSIONALISM, EFFICIENCY AND ACCURACY, TEAMWORK AND INITIATIVE AND MEETS WITH THE EXECUTIVE DIRECTOR TO DISCUSS AREAS OF STRENGTH, WEAKNESS OR SUGGESTIONS FOR IMPROVEMENT. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, 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. FORM 990 IS AVAILABLE ON GUIDESTAR. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND UPON REQUEST. |
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