2011-12-21T14:16:54-06:00 2011-09-30 ROBERTSON EATON & OWEN PC 121 NORTH MAIN STREET ADRIAN MI 49221 990 2010-10-01 386095474 LENAWEE COMMUNITY FOUNDATION LENA 5174231729 PO BOX 142 TECUMSEH MI 49286 SUANN HAMMERSMITH 5174231729 2011-12-16 true GARY E OWEN 5172656154 2011-12-21 2010 2016-02-24 21:20:13Z SUANN HAMMERSMITH PO BOX 142 TECUMSEH MI 49286 22221513 false X WWW.LENAWEECF.COM X 1959 MI PROVIDE SCHOLARSHIPS AND GRANTS FOR CHARITABLE AND EDU- CATIONAL PURPOSES 13 13 4 96 0 2588441 1832990 0 402377 1016189 7510 9449 2998328 2858628 1064610 1529237 0 168229 163078 0 35018 46839 83079 1279678 1775394 1718650 1083234 15385219 15731864 1447189 2197585 13938030 13534279 PROVIDE SCHOLARSHIPS AND GRANTS FOR CHARITABLE AND EDU- CATIONAL PURPOSES false false 103279 103279 PROVIDING EDUCATIONAL SCHOLARSHIPS TO ELIGIBLE STUDENTS FROM LENAWEE COUNTY 1597450 1425958 RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE, EDUCATIONAL,AND SCIENTIFIC PURPOSES, INCLUDING, BUT NOT LIMITED TO THE PROMOTION AND SUPPORT OF EDUCATION, COMMUNITY DEVELOPMENT, ART AND CULTURE, HEALTH SOCIAL SERVICE AND CIVIC AFFAIRS. ALSO, PROVIDE INTERNAL PROGRAM SERVICES- GRANT MAKING FOR NON-PROFIT PROGRAMS AND CAPACITY BUILDING; LENAWEE YOUTH COUNCIL; LENAWEE YOUTH LEADERSHIP; VOLUNTEER LENAWEE;LENAWEE IMAGINATION LIBRARY; HUNTERS HELPING LENAWEE 1700729 true true false false false true false false true true true false false false true false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false true 2 0 true 4 true false false false false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false MI X X SUANN HAMMERSMITH 5174231729 603 N EVANS STREET TECUMSEH MI 49286 DAVID HICKMAN X X 0 0 0 CHARLES GROSS X X 0 0 0 SCOTT HILL X X 0 0 0 JIM KAPNICK X X 0 0 0 FRANK DICK X 0 0 0 SUSAN GOLDSEN X 0 0 0 DR CARLTON COOK X 0 0 0 ALISSA REEDER X 0 0 0 ERNIE GROEB X 0 0 0 BOB VOGEL X 0 0 0 ELI FRANCOUER X 0 0 0 JACK PATTERSON X 0 0 0 SUANN HAMMERSMITH 40.00 X 80342 0 12282 80342 12282 false false false 1832990 1832990 429313 429313 19949761 19362885 586876 586876 586876 FEES AND FUNDRAISER INCOME 9449 9449 9449 2858628 596325 429313 1425958 1425958 103279 103279 129820 83085 24666 22069 22630 14483 4300 3847 10628 6802 2019 1807 75 48 14 13 2276 1456 433 387 2682 1716 510 456 507 507 2194 1404 417 373 VOLUNTEER PROGRAM 39515 39515 PRINTING 10734 6871 2039 1824 CONTRACTED SERVICES 5241 3354 996 891 POSTAGE 3816 2442 725 649 DUES AND SUBSCRIPTIONS 3542 2267 673 602 12497 8049 2348 2100 1775394 1700729 39647 35018 30148 6671 338259 451076 14284 467589 2321 465773 465268 14551039 14794565 15385219 15731864 3696 9809 1443493 1396823 790953 1447189 2197585 X 238872 354560 11994315 11561253 1704843 1618466 13938030 13534279 15385219 15731864 1083234 -1486985 X false true true X false X 3002307 2112469 781668 2588441 1832990 10317875 3002307 2112469 781668 2588441 1832990 10317875 10317875 342608 433496 407213 359573 429313 1972203 20319 8895 7510 9449 46173 12336251 9449 0.83640 0.59510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 68 13883 147712 51900 93579 951955 3958566 true true false false false false true 13233385 270460 -330287 327460 88679 43178 12714241 10987867 1443280 1222788 203374 166693 50483 13233385 11377476 558120 -34330 691926 179195 42278 10987867 false false false 7589 2321 5268 460000 460000 465268 ANNUITY PAYABLE 790953 790953 2858628 1775394 1083234 -1533655 46670 -1486985 -403751 93709 -1533655 88757 -1320021 -2764919 2858628 2858628 497460 88757 -1366691 -1277934 1775394 1775394 ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PAGE 2, PART IV, LINE 2B LENAWEE COMMUNITY FOUNDATION RECEIVES FUNDS FOR THE BENEFIT AND SUPPORT OF NONPROFIT (IRS CODE 501(C)3)ORGANIZATIONS. ALSO, THE FOUNDATION SERVES AS AN AGENT IN HANDLING FUNDS FOR SPECIAL PROJECTS WHICH BENEFIT THE COMMUNITY. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 REVENUE RELATED TO AGENCY ACTIVITY -1,320,021 EXPENSES RELATED TO AGENCY ACTIVITY 1,366,691 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D REVENUE RELATED TO AGENCY ACTIVITY -1,320,021 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D EXPENSES RELATED TO AGENCY ACTIVITY -1,366,691 true BOYS & GIRLS CLUB OF LENAWEE 327 ERIE ST ADRIAN MI 49221 383558470 3 5475 YOUTH PROGRAMS DEERFIELD PUBLIC SCHOOLS 252 DEERFIELD RD DEERFIELD MI 49238 386002286 GOV 212491 CAPITAL PROJECTS FAMILY COUNSELING & CHIL SERV 220 N MAIN ST ADRIAN MI 49221 381660960 3 5500 HUMAN SERVICES HERRICK MEDICAL CENTER FOUND 500 E POTTAWATAMIE ST TECUMSEH MI 49286 383076106 3 32000 HEALTH SERVICES DISABLED AMERICAN VETERANS 141 E ALBERT ST ADRIAN MI 49221 386079625 4 5364 CAPITAL PROJECTS LEN CO EDUCATION FOUND 4107 N ADRIAN HWY ADRIAN MI 49221 382644523 3 46607 YOUTH PROGRAMS LEN ECON DEVEL CORP 5285 W US HWY 223 ADRIAN MI 49221 382644523 6 51427 ECONOMIC DEVEL. ADRIAN PUBLIC SCHOOLS 785 RIVERSIDE ADRIAN MI 49221 386002265 GOV 21930 EDUC/SCHOLARSHIPS ADRIAN COMMUNITY PRESCHOOL 876 ADDISON ST ADRIAN MI 49221 381860957 3 19000 BASIC NEEDS 21 13 SCHOLARSHIPS 123 103279 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS- GRANT RECIPIENTS ARE REQUIRED TO PROVIDE REPORTS TO THE FOUNDATION THAT PROVIDE PROGRAM AND BUDGET INFORMATION. ALL SCHOLARSHIP AWARDS ARE PAYABLE TO A COLLEGE OR UNIVERSITY, SO IF THE STUDENT IS NOT ENROLLED, THE FUNDS ARE REFUNDED TO THE FOUNDATION. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FIRST THREE PAGES OF THE FORM 990 WAS INCLUDED IN THE BOARD PACKET MAILED TO EACH DIRECTOR PRIOR TO THE JANUARY MEETING, A COPY OF THE FULL FORM 990 WAS SCANNED AND E-MAILED TO EACH DIRECTOR FOR HIS/HER REVIEW. AT THE JANUARY BOARD MEETING, THE FULL BOARD OF DIRECTORS APPROVED SUBMISSION OF THE FORM 990 TO THE IRS. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST STATEMENT AND PROVIDES A LIST OF DISCLOSURES WHERE THERE MAY BE A POTENTIAL CONFLICT OF INTEREST. FOUNDATION DIRECTORS ABSTAIN FROM VOTING WHEN THERE IS A POSSIBLE CONFLICT OF INTEREST, AND IT IS DOCUMENTED IN THE MINUTES OF THE MEETING. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT AND CEO'S COMPENSATION IS DETERMINED BY CONDUCTING A FORMAL WRITTEN AND VERBAL EVALUATION TO DETERMINE IF GOALS HAVE BEEN MET;REVIEWING THE BUDGET TO DETERMINE FUNDS AVAILABLE FOR SALARIES; OBTAINING DATA ON CHANGES TO THE NATIONAL COST OF LIVING; AND REVIEWING COMPARABLE SALARIES AS SURVEYED BY THE COUNCIL OF MICHIGAN FOUNDATIONS, THE NATIONAL COUNCIL ON FOUNDATIONS, AND A LOCAL SALARY AND BENEFITS SURVEY. THE EXECUTIVE COMMITTEE CONDUCTS THE FORMAL EVALUATION OF THE PRESIDENT & CEO, REPORTS ON THIS EVALUATION TO THE FULL BOARD OF DIRECTORS, AND MAKES A RECOMMENDATION FOR THE SALARY ADJUSTMENT. THE FULL BOARD VOTES ON ANY CHANGES IN SALARY. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR ALL EMPLOYEES OTHER THAN THE PRESIDENT & CEO, WAS DETERMINED BY THE PRESIDENT & CEO, AFTER FORMAL WRITTEN AND VERBAL EVALUATIONS, REVIEW OF THE MONIES AVAILABLE IN THE BUDGET APPROVED BY THE BOARD, REVIEW OF THE COST OF LIVING ADJUSTMENT, AND REVIEWING COMPARABLE SALARIES FOR THE POSITIONS IN LOCAL, STATE AND NATIONAL SURVEYS. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO INTERESTED PARTIES UPON REQUEST. ADDITIONALLY, THE FOUNDATION INCLUDES A STATEMENT OF FINANCIAL POSITION AND A STATEMENT OF ACTIVITIES IN THE ANNUAL REPORT, AND STATES THAT INDIVIDUALS CAN CONTACT THE FOUNDATION OFFICE TO RECEIVE A FULL COPY OF THE ANNUAL AUDIT.