COMMUNITY FOUNDATION OF MONROE COUNTY: Form 990, tax year 2025
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- Organization
- COMMUNITY FOUNDATION OF MONROE COUNTY (EIN 38-2236628)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-08-13
- IRS object ID
- 202632259349301008
- Schema version
- 2025v4.2
- 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) |
|---|---|---|
| Return | 2026-08-13T09:48:03-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381335762 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALKINS HEHL RAFKO CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S MONROE ST | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481612230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382236628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF MONROE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7342421976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WASHINGTON STREET | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48161 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALERIE ORR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7342421976 | PhoneNum |
| Signature | 2026-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH D RAFKO | PreparerPersonNm |
| PTIN | P01335820 | PTIN |
| Phone | 7342417200 | PhoneNum |
| Preparation | 2026-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VALERIE ORR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WASHINGTON STREET | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,836,367 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CFMONROE.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | NONPROFIT | OtherOrganizationDsc |
| Formation | 1976 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | WE INVEST ON A BETTER FUTURE FOR OUR COMMUNITY WHERE EVERYONE HAS AN OPPORTUNITY TO THRIVE | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,089,755 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,133,057 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $494,697 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,244,985 | CYInvestmentIncomeAmt |
| PY Other Revenue | $271,997 | PYOtherRevenueAmt |
| CY Other Revenue | $585 | CYOtherRevenueAmt |
| PY Total Revenue | $2,856,449 | PYTotalRevenueAmt |
| CY Total Revenue | $3,378,627 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,475,683 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,541,935 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $243,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $268,316 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $45,306 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $478,420 | PYOtherExpensesAmt |
| CY Other Expenses | $319,275 | CYOtherExpensesAmt |
| PY Total Expenses | $2,197,311 | PYTotalExpensesAmt |
| CY Total Expenses | $2,129,526 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $659,138 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,249,101 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,768,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,365,973 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,146,027 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $474,065 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,622,059 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,891,908 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE STRIVE TO SUCCESSFULLY FULFILL OUR MISSION BY COMMITTING TO THE FOLLOWING VALUES: STEWARDSHIP, LOCAL IMPACT, COMMUNITY PARTNERSHIP, INCLUSION, AND LEGACY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $382,750 | ExpenseAmt |
| Grant | $145,793 | GrantAmt |
| Desc | PROVIDE SCHOLARSHIP OPPORTUNITIES FOR INDIVIDUALS TO FURTHER THEIR EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,396,142 | ExpenseAmt |
| Grant | $1,396,142 | GrantAmt |
| Desc | ARTS, EDUCATION, YOUTH PROGRAMS, ENVIRONMENT, CULTURE, PUBLIC ACTIVITIES IN MONROE COUNTY MI AND PROFESSIONAL FEES | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,778,892 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF MONROE CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7342421976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WASHINGTON STREET SUITE A | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48161 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BARRY BUSCHMANN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SR PAULA COONEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE BLATT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE SNYDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE EVERLY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOAN BRANHAM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY KINSEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACEY MCCOY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CASSIE PRIOR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM DIVEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA STUMP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WOODY HOFFER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ZAYLA BROWN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW VANISACKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN VANISACKER | ||||||
| PRESIDENT | 3.00 | $0 | $0 | $0 | Yes (X) | |
| RYAN THOMPSON | ||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARIA ZAGORSKI | ||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | |
| VALERIE ORR | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $98,178 | $0 | $0 | Yes (X) | |
| AMY ZANGARA | ||||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,178 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,133,057 | AllOtherContributionsAmt |
| Total Contributions | $2,133,057 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $552,285 | TotalRevenueColumnAmt |
| Exclusion | $552,285 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,150,440 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,457,740 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $692,700 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $692,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $692,700 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $585 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $585 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,378,627 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $693,285 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $552,285 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,396,142 | TotalAmt |
| Program Services | $1,396,142 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,793 | TotalAmt |
| Program Services | $145,793 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,178 | TotalAmt |
| Program Services | $56,452 | ProgramServicesAmt |
| Management And General | $26,999 | ManagementAndGeneralAmt |
| Fundraising | $14,727 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,186 | TotalAmt |
| Program Services | $77,016 | ProgramServicesAmt |
| Management And General | $34,844 | ManagementAndGeneralAmt |
| Fundraising | $19,326 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,034 | TotalAmt |
| Program Services | $12,240 | ProgramServicesAmt |
| Management And General | $5,671 | ManagementAndGeneralAmt |
| Fundraising | $3,123 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,918 | TotalAmt |
| Program Services | $10,427 | ProgramServicesAmt |
| Management And General | $4,831 | ManagementAndGeneralAmt |
| Fundraising | $2,660 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,612 | TotalAmt |
| Management And General | $9,612 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,532 | TotalAmt |
| Management And General | $16,532 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,967 | TotalAmt |
| Management And General | $84,967 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,013 | TotalAmt |
| Management And General | $7,013 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,745 | TotalAmt |
| Management And General | $12,275 | ManagementAndGeneralAmt |
| Fundraising | $5,470 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,116 | TotalAmt |
| Program Services | $73,535 | ProgramServicesAmt |
| Management And General | $41,581 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,761 | TotalAmt |
| Management And General | $14,761 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,917 | TotalAmt |
| Program Services | $1,726 | ProgramServicesAmt |
| Management And General | $3,191 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,552 | TotalAmt |
| Program Services | $5,561 | ProgramServicesAmt |
| Management And General | $14,991 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,162 | TotalAmt |
| Management And General | $5,162 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,182 | TotalAmt |
| Management And General | $6,182 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| MEALS AND ENTERTAINMENT | $8,277 | $8,277 |
| ADMINISTRATIVE DUES | $4,570 | $4,570 |
| TELEPHONE | $3,679 | $3,679 |
| LICENSES, FEES, AND PER | $190 | $190 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,129,526 | TotalAmt |
| Program Services | $1,778,892 | ProgramServicesAmt |
| Management And General | $305,328 | ManagementAndGeneralAmt |
| Fundraising | $45,306 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,914,140 | BOYAmt |
| EOY | $1,256,405 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,700 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,210 | BOYAmt |
| EOY | $15,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,748 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,081 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,117 | BOYAmt |
| EOY | $7,667 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,825,619 | BOYAmt |
| EOY | $17,069,696 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,768,086 | BOYAmt |
| EOY | $18,365,973 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,031,399 | BOYAmt |
| EOY | $24,849 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,568 | BOYAmt |
| EOY | $18,250 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,641 | BOYAmt |
| EOY | $283,959 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,419 | BOYAmt |
| EOY | $147,007 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,146,027 | BOYAmt |
| EOY | $474,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,622,059 | BOYAmt |
| EOY | $17,891,908 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,622,059 | BOYAmt |
| EOY | $17,891,908 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,768,086 | BOYAmt |
| EOY | $18,365,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,249,101 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $729,686 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $291,062 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,866,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $497,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,089,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,133,057 | CurrentTaxYearAmt |
| Total | $8,854,808 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,866,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $497,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,089,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,133,057 | CurrentTaxYearAmt |
| Total | $8,854,808 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,854,808 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $381,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $315,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $421,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $583,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $552,285 | CurrentTaxYearAmt |
| Total | $2,254,856 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,109,664 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,340,197 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Vl EOY | $148,893 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,082,669 | BeginningYearBalanceAmt |
| Contributions | $469,223 | ContributionsAmt |
| Investment Earnings Or Losses | $1,818,904 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $227,603 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $376,845 | AdministrativeExpensesAmt |
| End Year Balance | $16,766,348 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,029,644 | BeginningYearBalanceAmt |
| Contributions | $1,129,555 | ContributionsAmt |
| Investment Earnings Or Losses | $777,666 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $473,455 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $380,741 | AdministrativeExpensesAmt |
| End Year Balance | $15,082,669 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,634,043 | BeginningYearBalanceAmt |
| Contributions | $229,045 | ContributionsAmt |
| Investment Earnings Or Losses | $1,882,456 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $441,454 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $274,446 | AdministrativeExpensesAmt |
| End Year Balance | $14,029,644 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,911,454 | BeginningYearBalanceAmt |
| Contributions | $424,636 | ContributionsAmt |
| Investment Earnings Or Losses | -$922,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $513,520 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $265,756 | AdministrativeExpensesAmt |
| End Year Balance | $12,634,043 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,754,179 | BeginningYearBalanceAmt |
| Contributions | $3,267,269 | ContributionsAmt |
| Investment Earnings Or Losses | $382,749 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $458,446 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $230,540 | AdministrativeExpensesAmt |
| End Year Balance | $13,715,211 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,081 | DepreciationAmt |
| Book Value | $7,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,667 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS HELD FOR OTHERS | Desc |
| Amt | $147,007 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $147,007 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,108,313 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $729,686 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $729,686 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,378,627 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,378,627 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,129,525 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,129,525 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,129,526 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 4B - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | ROUNDING | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COUNTY OF MONROE | |||||||
| 125 EAST 2ND STREET | MONROE | MI | 48161 | GOV | $508,200 | $0 | COMPLETION OF THE LOOP TRAIL |
| ST CHARLES BORROMEO CATHOLIC ACADEMY | |||||||
| 8125 SWAN CREEK | NEWPORT | MI | 48166 | $23,125 | $0 | FOR ISSUING K-8 SCHOLARSHIPS AWARDED | |
| RIVER RAISIN CENTER FOR THE ARTS | |||||||
| 114 SOUTH MONROE STREET | MONROE | MI | 48161 | $10,715 | $0 | TECHNOLOGY UPGRADES | |
| ONE SHEEP MINISTRIES | |||||||
| 630 N MONROE STREET | MONROE | MI | 48162 | $12,000 | $0 | EMERGENCY ASSISTANCE | |
| THE MONROE TROJAN ACADEMY | |||||||
| 901 HERR ROAD | MONROE | MI | 48161 | $10,000 | $0 | VITUAL LEARNING PROGRAM - COMPUTERS | |
| MILAN AREA SCHOOLS PTO | |||||||
| 432 S PLATT RD | MILAN | MI | 48160 | $13,000 | $0 | ENRICHMENT | |
| MILAN AREA SCHOOLS | |||||||
| 432 S PLATT RD | MILAN | MI | 48160 | $15,000 | $0 | CHOIR | |
| HEALING HEARTS THERAPUETIC FARM | |||||||
| 12505 JAMES ROAD | CARLETON | MI | 48117 | $6,500 | $0 | QUALITY ANIMAL CARE | |
| MILAN AREA HISTORICAL SOCIETY | |||||||
| PO BOX 245 | MILAN | MI | 48160 | $22,238 | $0 | ENRICHMENT | |
| MILAN MIDDLE SCHOOL | |||||||
| 920 NORTH STREET | MILAN | MI | 48160 | $8,000 | $0 | ROBOTICS | |
| COMPASSION MINISTRIES OF MILAN | |||||||
| 120 HACK ST | MILAN | MI | 48160 | $5,495 | $0 | SHELVES FOR FOOD PANTRY | |
| MONROE COUNTY OPPORTUNITY PROGRAM | |||||||
| 1140 S TELEGRAPH RD 4006 | MONROE | MI | 48161 | $7,000 | $0 | EMERGENCY FUNDS FOR MOBILE FOOD PANTRY | |
| THE FOUNDATION AT MONROE COUNTY COMMUNITY COLLEGE | |||||||
| 15555 S RAISINVILLE RD | MONROE | MI | 48161 | $8,200 | $0 | A COUNTYWIDE READING INITIATIVE OFFERING | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $145,793 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW. THE EXECUTIVE DIRECTOR REVIEWS IT WITH THE FINANCE COMMITTEE BEFORE IT IS FILED |
| FORM 990, PART VI, SECTION B, LINE 12C | YES |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE DIRECTOR & STAFF COMPENSATION IS BASED ON COMPARABLE DATA FROM CMF THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS ARE INVOLVED IN THE COMPENSATION PROCESS FOR THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| COMMUNITY FOUNDATION | PART I, ITEM K, OTHER ORGANIZATION TYPE: COMMUNITY FOUNDATION |
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