Liabilities / Assets
45th percentile
Higher debt load relative to assets than 45% of similar nonprofits.
Petoskey-Harbor Springs Area
EIN 38-3032185 • 501(c)3 • Petoskey, MI
Profile
To improve the quality of life for all people in emmet county by connecting donors with community needs, building a permanent source of charitable funds, addressing a broad range of community issues through grantmaking, and championing philanthropy.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.20x
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
25th percentile
Faster revenue growth than 25% of similar nonprofits.
Balance Sheet
Assets
Up$61,985,629
Up $759,564 (+1.2%) from 2024
Liabilities
Down$12,323,350
Down $1,196,705 (-8.9%) from 2024
Net Assets
Up$49,662,279
Up $1,956,269 (+4.1%) from 2024
Revenue
Down$9,074,377
Down $226,307 (-2.4%) from 2024
Expenses
Down$7,905,984
Down $1,311,842 (-14%) from 2024
Net Income
Up$1,168,393
Up $1,085,535 (+1310%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $61,985,629
- Liabilities
- $12,323,350
- Net assets
- $49,662,279
- Revenue
- $9,074,377
- Expenses
- $7,905,984
- Net income
- $1,168,393
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2024 to Mar 31, 2025
- Signed
- Jul 22, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $9,617,793
Mission and Program Overview
Mission
To improve the quality of life for all people in Emmet County by connecting donors with community needs, building a permanent source of charitable funds, addressing a broad range of community issues through grantmaking, and championing philanthropy.
The community foundation is made up of an ever-growing family of funds. Each one is established by an individual, family, or organization to carry out charitable works and leave a lasting legacy.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $52,301,972 | $54,095,120 | ▲ $1,793,148 |
| Savings and Temporary Cash Investments | $7,680,539 | $7,084,444 | ▼ $596,095 |
| Pledges and Grants Receivable | $863,448 | $253,264 | ▼ $610,184 |
| Prepaid Expenses and Deferred Charges | $19,125 | $27,030 | ▲ $7,905 |
| Land, Buildings, and Equipment, Net | $11,900 | $10,725 | ▼ $1,175 |
| Cash and Non-Interest-Bearing Accounts | $18,908 | $-82,567 | ▼ $101,475 |
| Total Assets | $61,226,065 | $61,985,629 | ▲ $759,564 |
| Other Assets Total | $330,173 | $597,613 | ▲ $267,440 |
| Liabilities | |||
| Other Liabilities | $13,470,255 | $12,116,311 | ▼ $1,353,944 |
| Grants Payable | $49,456 | $128,511 | ▲ $79,055 |
| Deferred Revenue | - | $86,735 | - |
| Accounts Payable and Accrued Expenses | $344 | $-8,207 | ▼ $8,551 |
| Total Liabilities | $13,520,055 | $12,323,350 | ▼ $1,196,705 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $26,626,071 | $28,359,347 | ▲ $1,733,276 |
| Net Assets With Donor Restrictions | $21,079,939 | $21,302,932 | ▲ $222,993 |
| Total Net Assets Fund Balance | $47,706,010 | $49,662,279 | ▲ $1,956,269 |
| Total Liabilities and Net Assets / Fund Balance | $61,226,065 | $61,985,629 | ▲ $759,564 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $10,725 | $26,427 | $37,152 |
| Equipment | $0 | $14,297 | $14,297 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2025 | $34,474,039 | $1,141,055 | ▲ $1,540,008 | - | $35,112,051 |
| 2024 | $30,529,263 | $895,719 | ▲ $5,188,943 | - | $34,474,039 |
| 2023 | $34,130,770 | $736,810 | ▼ $2,376,659 | - | $30,529,263 |
| 2022 | $34,963,287 | $577,656 | ▲ $693,028 | - | $34,130,770 |
| 2021 | $23,547,110 | $871,755 | ▲ $12,708,923 | - | $34,963,287 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| David Jones | Executive Director | FT | $124,650 | $10,017 | $134,667 |
Board Members and Trustees
| Name | Title |
|---|---|
| Dana F Andrews | President |
| Steven L Boeckman | Vice President |
| Claire Forster | Trustee |
| Courtney Font | Trustee |
| David Deal | Trustee |
| Doug Larson | Trustee |
| Emerson J Meyer | Trustee |
| Janet M Mancinelli | Trustee |
| Jennifer H Attie | Trustee |
| Mary E Rapin | Trustee |
| Nora Riley | Trustee |
| Robert E Keedy | Trustee |
| William Henagan | Trustee |
| Sarah L Shuman | Secretary |
| Melissa a Nguyen | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $6,032,350
- Program Service Revenue
- $0
- Investment Income
- $2,992,210
- Other Revenue
- $49,817
- All Other Contributions
- $6,032,350
- Change in Net Assets
- $1,168,393
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- Yes
- Third parties used for noncash contributions
- Yes
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 15 | $2,328,585 | Market Quote |
| Total Noncash Contributions | 15 | $2,328,585 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $8,524,540
- Revenue Not Reported on Financial Statements
- $549,837
- Revenue Not Reported on Form 990
- $-462,297
- Other Revenue Adjustments
- $549,837
- Total Revenue per Audited Statements
- $8,062,243
- Total Revenue per Form 990
- $9,074,377
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $7,005,749 |
| Salaries, Compensation, and Employee Benefits | $523,715 |
| Other Expenses | $376,520 |
| Total Fundraising Expense | $190,064 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $6,927,499 | - | - | $6,927,499 |
| Other Salaries and Wages | $91,850 | $113,294 | $91,850 | $296,994 |
| Current Officers, Directors, Trustees, and Key Employees | - | $101,936 | $33,979 | $135,915 |
| Grants to Domestic Individuals | $78,250 | - | - | $78,250 |
| Occupancy | - | $63,663 | - | $63,663 |
| Information Technology | - | $52,186 | $6,048 | $58,234 |
| Fees for Service Investment Mgmnt Fees | - | $54,846 | - | $54,846 |
| Conferences and Meetings | $3,016 | $23,657 | $11,505 | $38,178 |
| Other Employee Benefits | $7,605 | $21,979 | $7,605 | $37,189 |
| Payroll Taxes | $7,027 | $17,465 | $9,302 | $33,794 |
| Office Expenses | - | $22,993 | $876 | $23,869 |
| Pension Plan Contributions | $5,151 | $9,521 | $5,151 | $19,823 |
| Fees for Services Accounting | - | $13,103 | - | $13,103 |
| All Other Expenses | - | $6,614 | $5,689 | $12,303 |
| Insurance | $1,533 | $4,961 | $2,029 | $8,523 |
| Other Expenses | $5,695 | $2,726 | $12,424 | $8,421 |
| Travel | $1,143 | $2,123 | $3,606 | $6,872 |
| Depreciation Depletion | - | $1,129 | - | $1,129 |
| Total Functional Expenses | $7,192,034 | $523,886 | $190,064 | $7,905,984 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $7,905,984 |
| Expenses per Audited Statements | $7,851,138 |
| Total Expenses per Audited Statements | $6,105,974 |
| Expenses Not Reported on Financial Statements | $54,846 |
| Other Expense Adjustments | $54,846 |
| Expenses Not Reported on Form 990 | $-1,745,164 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| WOMEN'S RESOURCE CENTER OF NORTHERN MICHIGAN | Petoskey, MI | 501(c)3 | For the Capital Campaign, Playground, Empowering Bright Futures | $1,500,779 |
| Little Traverse Conservancy | Harbor Springs, MI | 501(c)3 | General Support, Annual Allocation, Preserve, Improvements | $579,807 |
| Ncmc Foundation | Petoskey, MI | 501(c)3 | Career and Technical/trades Education Enhancement Project, Al Medical, Child Care Initiative, Jewel Program | $545,500 |
| City of Harbor Springs | Harbor Springs, MI | 501(c)3 | For Kiwanis Park and the Skate Park - to Be Used by December 31, 2026 | $527,772 |
| Nehemiah Project | Petoskey, MI | 501(c)3 | General Support, Annual Allocation, Mary Margret House Roof | $225,000 |
| Northwest Michigan Habitat for Humanity | Petoskey, MI | 501(c)3 | General Support, Foundations for Future, Infrastructure Costs at Meadowlands Subdivision, Lantern Lane Build, Annual Allocation | $167,500 |
| Tip of the Mitt Watershed Council | Petoskey, MI | 501(c)3 | Healing the Bear Initiative, Annual Allocation, General Support | $159,349 |
| Mclaren Northern Michigan Foundation | Petoskey, MI | 501(c)3 | For Use in the Future for the Cancer Center, Nurse Intern Program, General Support | $129,272 |
| Manna Food Project | Harbor Springs, MI | 501(c)3 | General Support, Produce, Proterin and Dairy | $98,000 |
| Harbor Springs Area Historical Society | Harbor Springs, MI | 501(c)3 | Shay Locomotive Restoration, Bringing History to Life Campaign, Hs Historical Corridor, Ephraim Shay Innovation Museum Artesian Well Exhibit | $87,872 |
| Northern Homes Community Development Corporation | Boyne City, MI | 501(c)3 | For Harbor Area Residential Trust (hart) | $75,940 |
| Public Schools of Petoskey | Petoskey, MI | Other | Stadium Daktronics Project, Athletic Sponsorship, Inclusive Playground, Charter Bus Sponsor, Teacher Appreciation, Track Booster, Hs Solar Array | $74,330 |
| Bay Bluffs - Emmet County Medical Care Facility | Harbor Springs, MI | 501(c)3 | 2024 Annual Income Allocation From Agatha O. Boettger Citizen Fund | $67,228 |
| Little Traverse Bay Humane Society | Harbor Springs, MI | 501(c)3 | General Support, Annual Income Allocation | $63,777 |
| BOY SCOUTS TROOP #5 | Petoskey, MI | 501(c)3 | General Support, Scholarship | $60,000 |
| Rotary Club of Little Traverse Bay Sunset | Petoskey, MI | 501(c)3 | Aed Community Project, Scholarships | $60,000 |
| Planned Parenthood of Michigan | Ann Arbor, MI | 501(c)3 | Petoskey Office Programs, Annual Distribution, Sexual Health Toolkit | $56,443 |
| Emmanuel Episcopal Church | Petoskey, MI | Other | Annual Income Allocation and General Support | $55,261 |
| Housing North | Traverse City, MI | 501(c)3 | Emmet County Housing Ready Coordinator Phase Ii Final Installment, Zoning Atlas in Emmet County | $55,000 |
| Crooked Tree Arts Council Inc | Petoskey, MI | 501(c)3 | General Support, School of Ballet, New Years Eve | $52,500 |
| Northern Michigan Equine Therapy | Boyne City, MI | 501(c)3 | General Support | $51,980 |
| Great Lakes Center for the Arts | Bay Harbor, MI | 501(c)3 | Mamma Mia Sponsor, General Support | $51,000 |
| ANN'S NEST | Harbor Springs, MI | 501(c)3 | ANN'S NEST SPECIAL PROJECT FUND RETIREMENT | $48,864 |
| Fractured Atlas | Hartsdale, NY | 501(c)3 | SUPPORT FOR "THE ABUNDANCE PROJECT" WITH ZILKA JOSEPH - TRAVEL TO PROMOTE POETY | $43,200 |
| Boyne Falls Polish Festival Committee | Boyne Falls, MI | 501(c)3 | Childrens Program and Family Tradition Sponsors | $40,000 |
| Golf Association of Michigan Foundation | Farmington Hills, MI | 501(c)3 | $ 10,000 GENERAL USE AND/OR ADMINISTRATIVE EXPENSES FOR THE GAM-FOUNDATION AND SCHOLARSHIP | $40,000 |
| Great Start Collaborativechar-em Isd | Charlevoix, MI | 501(c)3 | Great Start Preschool Scholarship Project and Perinatal Substance Use Disorder Harm Reduction | $34,000 |
| Resort-bear Creek Fire Department | Petoskey, MI | 501(c)3 | Spring 2024 Grant Cycle - Equipping Resort Bear Creek Fire Department to Save Lives | $30,500 |
| First Tee - Northern Michigan | Harbor Springs, MI | 501(c)3 | General Support | $30,000 |
| Harbor Hall Inc | Petoskey, MI | 501(c)3 | Fall 2024 Grant Cycle - Harbor Hall Clinician Rooms and Clinical Team Room Furniture | $29,500 |
| Oden Community Association | Oden, MI | 501(c)3 | Fall 2024 Grant Cycle - Temple Baseball Field Restoration Project | $28,050 |
| Petoskey District Library | Petoskey, MI | 501(c)3 | Fall 2024 Grant Cycle - Meeting Pods, Film Series Upgrades | $28,000 |
| Northmen Den Youth Pantries Inc | Petoskey, MI | 501(c)3 | Fall 2024 Grant Cycle - Nutrition Matters for Youth Pantry Students | $26,600 |
| Nch Center for Philanthropy | Naples, FL | 501(c)3 | TO RECOGNIZE PHYSICIAN MIKAELA O'CONNOR, MEDICAL DIPLOMATS COUNCIL | $25,000 |
| Vehicles for Change San Diego Inc | National City, CA | 501(c)3 | General Support | $25,000 |
| Lrei | New York, NY | 501(c)3 | Facilitating Community Fund | $22,500 |
| Mackinac Straits Raptor Watch | Petoskey, MI | 501(c)3 | Fall 2024 Grant Cycle - Spring Owl Banding, Operations | $22,450 |
| Friendship Centers of Emmet County | Petoskey, MI | 501(c)3 | 2024 Annual Income Allocation From Agatha O. Boettger Citizen Fund | $21,332 |
| North Emmet Little League | Boyne Falls, MI | 501(c)3 | Spring 2024 Grant Cycle - Turf Installation and Gear Storage for North Emmet Little League | $21,104 |
| Alethas Legacy | Destin, FL | 501(c)3 | School Building Project | $20,000 |
| Detroit Zoo | Royal Oak, MI | 501(c)3 | General Support | $20,000 |
| Immigration Law & Justice Michigan | Grand Rapids, MI | 501(c)3 | General Support | $20,000 |
| Petoskey Area Garden Club Inc | Petoskey, MI | 501(c)3 | 2024 Partial Annual Allocation From Garden Club | $20,000 |
| Big Brothers Big Sisters of Northwestern Michigan | Traverse City, MI | 501(c)3 | Spring 2024 Grant Cycle - Bigs Mentoring Program | $19,400 |
| Pellston Public Schools | Pellston, MI | Other | Chef Position, Rebuilding Lady Hornets | $18,902 |
| Child and Family Services of Nw Mi | Traverse City, MI | 501(c)3 | SPRING 2024 GRANT CYCLE - SAFE HAVEN NORTH: ESTABLISHING EXCELLENCE | $18,900 |
| Petoskey Area Cs Lewis Festival | Petoskey, MI | 501(c)3 | Fall 2024 Grant Cycle - Strategic Transformation of the C.s. Lewis Festival for Lasting Impact | $18,000 |
| Emmet County Recycling | Harbor Springs, MI | 501(c)3 | Spring 2024 Grant Cycle - Expanding Emmet County Event Recycling Services | $17,530 |
| World Central Kitchen | Washington, DC | 501(c)3 | General Support | $16,500 |
| Saint Vincent De Paul - St Kateri Tekakwitha Conference | Harbor Springs, MI | 501(c)3 | Spring 2024 Grant Cycle - Saint Vincent De Paul - St. Kateri Tekakwitha Conference | $16,000 |
| Bay View Association | Petoskey, MI | 501(c)3 | Fall 2024 Grant Cycle - Robin Wall Kemmerer Community Collaboration Event | $15,000 |
| Great Lakes Chamber Orchestra | Petoskey, MI | 501(c)3 | General Support, Community Concert | $15,000 |
| Harbor Hall Foundation | Harbor Springs, MI | 501(c)3 | General Support | $15,000 |
| Little Essentials | Brooklyn, NY | 501(c)3 | General Support | $15,000 |
| Petoskey United Methodist Church | Petoskey, MI | 501(c)3 | Fall 2024 Grant Cycle - Fellowship Hall Update/renovation Project | $15,000 |
| Springvale Township | Petoskey, MI | Other | Fall 2024 Grant Cycle - Fire Truck | $15,000 |
| THE CHILDREN'S FOUNDATION | Detroit, MI | 501(c)3 | TO SUPPORT THE CHILDREN'S HOSPITAL PROGRAMS | $15,000 |
| Wawashkamo Golf Club | Mackinac Island, MI | 501(c)3 | Building Fund. to Honor the Great Work of Historian, Phil Porter | $15,000 |
| Bill Hillary & Chelsea Clinton Foundation | Little Rock, AR | 501(c)3 | Clinton Foundation New York - on Behalf of the Selfless and Tireless Work on Fabio Ficano | $14,000 |
| Camp Daggett | Petoskey, MI | 501(c)3 | 2024 Annual Allocation From Camp Daggett Fund | $13,508 |
| Catalytic Art & Media | Ann Arbor, MI | 501(c)3 | Middle School Film as Art Education Program | $12,500 |
| KIERSTEN'S RIDE | East Jordan, MI | 501(c)3 | SPRING 2024 GRANT CYCLE - KIERSTEN'S RIDE SUICIDE PREVENTION CONFERENCE 2024 | $12,300 |
| Ronald Mcdonald House of Western Michigan | Grand Rapids, MI | 501(c)3 | Spring 2024 Grant Cycle - Family Support Program | $11,800 |
| Arts & Letters 305 United Parent and Teacher Association | Brooklyn, NY | 501(c)3 | From Erin and Ezra Pastrana | $10,500 |
| Cass Community Social Services | Detroit, MI | 501(c)3 | General Support | $10,000 |
| Community Recovery Alliance | Petoskey, MI | 501(c)3 | Spring 2024 Grant Cycle - Community Center Expansion | $10,000 |
| Gaylord Evangelical Free Church | Gaylord, MI | Other | Ingathering 2024 | $10,000 |
| Harbor Springs Library | Harbor Springs, MI | 501(c)3 | Capital Improvement Fund | $10,000 |
| House N2 Home | Ann Arbor, MI | 501(c)3 | General Support | $10,000 |
| Jhpiego | Baltimore, MD | 501(c)3 | Advisory Board Commitment | $10,000 |
| Little Traverse Bay Hospice Fund | Petoskey, MI | 501(c)3 | Interfund Grant From Hameister Family Charitable Fund to Little Traverse Bay Hospice Fund - | $10,000 |
| Michigan Medicine - Office of Development | Ann Arbor, MI | 501(c)3 | Benign Ureteral Pathology Research Fund | $10,000 |
| Midland Area Community Foundation | Midland, MI | 501(c)3 | TOM HOLDER GOLF SCHOLARSHIP FUND #692 | $10,000 |
| Paradigm for Parity | Darien, CT | 501(c)3 | General Support | $10,000 |
| Petoskey Club | Petoskey, MI | 501(c)3 | Scholarships for Non-qualified Medicaid Clients | $10,000 |
| Pga Reach Michigan | East Lansing, MI | 501(c)3 | Supporting Pga Hope Programing | $10,000 |
| Raven Hill Discovery Center | East Jordan, MI | 501(c)3 | Spring 2024 Grant Cycle - Building on a Strong Foundation | $10,000 |
| Sos Vermilion | Grand Rapids, MI | 501(c)3 | Unrestricted Funds | $10,000 |
| Bear Creek Township | Petoskey, MI | Other | Fall 2024 Grant Cycle - Spring Lake Park Renovation | $9,000 |
| Big Water Creative Arts Inc | Petoskey, MI | 501(c)3 | Funding for Summer 2024 Music Sponsored by Big Water Creative Arts. | $8,477 |
| American Museum of Natural History | New York, NY | 501(c)3 | General Support | $8,250 |
| Edith Wharton Restoration | Lenox, MA | 501(c)3 | General Support for Sculpture at the Mount | $8,250 |
| Oceana Inc | Washington, DC | 501(c)3 | General Support | $8,250 |
| The David Sheldrick Wildlife Trust USA | Laguna Hills, CA | 501(c)3 | General Support | $8,250 |
| Indaba Foundation | New York City, NY | 501(c)3 | In Support of the Tireless and Selfless Work Done by Fabio Ficano. From the Sebastianis | $8,000 |
| Mud Brothers of the North Atv Club | Indian River, MI | 501(c)3 | General Use | $8,000 |
| Harbor Springs Festival of the Book | Harbor Springs, MI | 501(c)3 | Spring 2024 Grant Cycle - Harbor Springs Festival of the Book - Equipment | $7,943 |
| Rotary District 6940 Foundation | Tallahassee, FL | 501(c)3 | Rotary Youth Camp of North Florida Ryc Anniversary Campaign | $7,500 |
| Sanctuary Cares | Lafayette, CO | 501(c)3 | General Support | $7,500 |
| Village of Alanson | Alanson, MI | 501(c)3 | Spring 2024 Grant Cycle - Streetscape Improvements in the Village of Alanson | $7,500 |
| Fund for the Community | Petoskey, MI | 501(c)3 | General Support | $7,000 |
| PETOSKEY MONTESSORI CHILDREN'S HOUSE | Petoskey, MI | 501(c)3 | Fall 2024 Grant Cycle - Pmch Childcare Capacity Expansion | $7,000 |
| Alanson Church of the Nazarene | Alanson, MI | Other | Spring 2024 Grant Cycle - Replacement of Food Pantry Vehicle | $6,700 |
| Conservation Resource Alliance | Traverse City, MI | 501(c)3 | Spring 2024 Grant Cycle - Maple River - Wetland Restoration | $6,035 |
| Charlevoix Antrim Kalkaska and Emmet Cooperative Species Management Area | Bellaire, MI | 501(c)3 | Spring 2024 Grant Cycle - Rolling Resilience | $6,000 |
| Emmet Conservation District | Harbor Springs, MI | 501(c)3 | General Fund | $6,000 |
| Michigan State University-eli Broad College of Business | East Lansing, MI | 501(c)3 | Julie Fasone Holder and John Holder Scholarship | $6,000 |
| Northern Lakes Economic Alliance | Boyne City, MI | 501(c)3 | Spring 2024 Grant Cycle - Northern Lakes Economic Alliance 2025-2028 Strategic Plan | $6,000 |
| Rotary Charities of Traverse City | Traverse City, MI | 501(c)3 | Leadership Learning Lab 2024/2025 Cf Partner | $5,937 |
| Brave Hearts Estate | Pellston, MI | 501(c)3 | Fall 2024 Grant Cycle - Lower Level Carpeting | $5,500 |
| Investmitt Cooperative | Petoskey, MI | 501(c)3 | Launching the Investmitt Community Fund Matching Grant | $5,500 |
| Emmet-charlevoix County Fair Board | Petoskey, MI | 501(c)3 | Best in Show Sponsor and Corn Hole Sponsor | $5,400 |
| Harbor Springs Little League | Harbor Springs, MI | 501(c)3 | Spring 2024 Grant Cycle - Harbor Springs Little League Field Repairs | $5,400 |
| Discretionary Fund | Petoskey, MI | 501(c)3 | Transfer for Fy26 Discretionary Fund | $5,358 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- Yes
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Funds Held as Agency Endowments | $9,752,622 |
| Grant Payable Manual | $2,063,460 |
| Lease Liability | $170,497 |
| Disc Oblig - Charitable Gift Annuit | $129,732 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 7A
“The board of directors shall elect its own members by majority vote of the board of directors.”
Form 990, Part VI, Section B, Line 11B
“Each member of the governing board receives a copy of the form 990 via e-mail before it is filed with the irs. The community foundation receives a draft form 990 and required schedules from our auditor. Immediately following receipt of the draft and prior to filing with the irs, the form 990 and required schedules are reviewed by the community foundation staff.”
Form 990, Part VI, Section B, Line 12C
“A conflict of interest disclosure statement covering potential conflicts in all areas of the foundation's operations is completed by each board member, staff and volunteer annually. In such cases where an apparent conflict of interest arises, board, staff and volunteers are expected to disclose relevant interest prior to discussion or debate on related grant decisions, whereupon the non-interested board members shall decide if there is a conflict of interest requiring abstinence from discussion and voting. Grant applications are also requested to disclose potential conflicts of interest with staff or directors of the foundation.”
Form 990, Part VI, Section B, Line 15A
“The community foundation's president and executive committee annually review the ceo's performance and make a recommendation for compensation to the full board of directors. The process includes an independent review by members of the committee, a review of comparability data from the council on foundations, michigan nonprofit association, council of michigan foundations and local nonprofit organizations. The executive committee's recommendation with substantiation is made to the full board of directors for its approval and documented in the meeting minutes.”
Form 990, Part VI, Section C, Line 19
“The community foundation is confirmed in compliance with national standards for community foundations under the council on foundations. The community foundation's compliance book containing government documents, conflict of interest policy and other policies is available for public inspection in the community foundation's office during normal business hours. The annual report, audit and form 990 are available on the foundation's website. Copies are available on request and for inspection in the office during normal business hours. Copies of the governing documents, audit and all community foundation policies are available upon request or are available for inspection in the office during normal business hours.”
Filing and Contact Details
Filer
- Filer Name
- Petoskey-harbor Springs Area
- EIN
- 38-3032185
- Phone
- 2313485820
- Address
- 1349 US-131 A, PETOSKEY, MI 49770
Signing Officer
- Name
- Melissa Nguyen
- Title
- Treasurer
- Phone
- 2313485820
- Signed
- 2025-07-22
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- David Jones
- Formed
- 1991
- Legal Domicile
- Mi
- Voting Board Members
- 15
- Independent Board Members
- 15
- Employees
- 7
- Volunteers
- 0
Preparer
- Firm
- Rasmussen Teller & Caron Pc
- Address
- 555 MICHIGAN STREET, PETOSKEY, MI 49770
- Preparer
- Hyangsook P Ostrander CPA
- Phone
- 2313475555
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Agency endowment grant and exp acti 1,745,164. Agency endowment gift & income acti -549,837.”
Part XII, Line 2C
“Finance committee assumes responsibility for oversight of the audit. No change in process from prior year.”
Financial Statement Notes
PART V, LINE 4:
“The community foundation's endowment funds are used to address a broad range of community needs. The endowment funds are a reservoir of charitable capital that go on giving year after year to improve the community. The endowment funds are invested, and investment income from the funds is used annually for grants to support a broad range of community programs that impact the lives of individuals and families from all walks of life. Each endowment fund is established with the donor intent and charitable purposes in mind. There are several categories of funds within the community foundation. They are unrestricted funds, donor advised funds, field of interest funds, designated agency funds and scholarship funds.”
PART XI, LINE 2D - OTHER ADJUSTMENTS:
“Investment expenses -54,846.”
PART XI, LINE 4B - OTHER ADJUSTMENTS:
“Agency endowment gift and income activity 549,837.”
PART XII, LINE 2D - OTHER ADJUSTMENTS:
“Agency endowment grant and expenses activity -1,745,164.”
PART XII, LINE 4B - OTHER ADJUSTMENTS:
“Investment expenses 54,846.”
Raw XML AppendixShowing 400 of 1,715 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 344 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | -8207 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE COMMUNITY FOUNDATION IS MADE UP OF AN EVER-GROWING FAMILY OF FUNDS. EACH ONE IS ESTABLISHED BY AN INDIVIDUAL, FAMILY, OR ORGANIZATION TO CARRY OUT CHARITABLE WORKS AND LEAVE A LASTING LEGACY. |
| IRS990/AllOtherContributionsAmt | 0 | 6032350 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 5689 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6614 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 12303 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DAVID JONES |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2313485820 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1349 US-131 SUITE A |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PETOSKEY |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 49770 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 18908 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | -82567 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 33979 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 101936 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 135915 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 11505 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 23657 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 3016 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 38178 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 6032350 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 7005749 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2992210 |
| IRS990/CYOtherExpensesAmt | 0 | 376520 |
| IRS990/CYOtherRevenueAmt | 0 | 49817 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1168393 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 523715 |
| IRS990/CYTotalExpensesAmt | 0 | 7905984 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 190064 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 9074377 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 86735 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1129 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 1129 |
| IRS990/Desc | 0 | THE COMMUNITY FOUNDATION MAKES GRANTS FOR CHARITABLE PURPOSES TO VARIOUS 501(C)(3) AND GOVERNMENT ORGANIZATIONS IN THE FOLLOWING AREAS: ARTS AND CULTURE, EDUCATION, ENVIRONMENT, COMMUNITY AND ECONOMIC DEVELOPMENT, HEALTH, HUMAN SERVICES, RECREATION, HISTORIC PRESERVATION, AND YOUTH DEVELOPMENT. ALL GRANT RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE COMMUNITY FOUNDATION'S BOARD OF DIRECTORS. DONOR ADVISED FUNDS RECOMMENDED 812 GRANTS TO SUPPORT ORGANIZATIONS THEY VALUE. THE UNRESTRICTED FUND'S DISTRIBUTION COMMITTEE AND THE YOUTH FUND'S YOUTH ADVISORY COMMITTEE RECOMMENDED 59 GRANTS TO ORGANIZATIONS SERVING A SIGNIFICANT NUMBER OF EMMET COUNTY RESIDENTS. THE ADVISORY COMMITTEE FOR FIELD OF INTEREST FUNDS, INCLUDING FUNDS SUPPORTING SENIORS, CHILDREN, HOUSING OR THE ENVIRONMENT, RECOMMENDED 83 GRANTS TO ORGANIZATIONS IN CORRESPONDING FIELDS. THE SCHOLARSHIP COMMITTEE RECOMMENDED VARIOUS SCHOLARSHIP AWARDS OF 55 GRANTS TO LOCAL STUDENTS WHO ARE PURSUING EDUCATION BEYOND HIGH SCHOOL. A TOTAL OF 1,102 GRANTS WERE AWARDED FROM COMMUNITY FOUNDATION FUNDS DURING THIS TIME PERIOD TO IMPROVE AND ENRICH LIFE IN EMMET COUNTY. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DistributionToDonorInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 21079939 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 21302932 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 7 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 7192034 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 13103 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13103 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 54846 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 54846 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 10017 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JANET M MANCINELLI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROBERT E KEEDY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MARY E RAPIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CLAIRE FORSTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JENNIFER H ATTIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | EMERSON J MEYER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | COURTNEY FONT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | WILLIAM HENAGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | DOUG LARSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | DAVID DEAL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | NORA RILEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | DANA F ANDREWS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | STEVEN L BOECKMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | MELISSA A NGUYEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | SARAH L SHUMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | DAVID JONES |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 124650 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1991 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | -45 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1604352 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantAmt | 0 | 7005749 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 49456 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 128511 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 78250 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 78250 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 6927499 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 6927499 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 2147723 |
| IRS990/GrossReceiptsAmt | 0 | 9617793 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 6048 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 52186 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 58234 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 2029 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4961 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 1533 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 8523 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1380593 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7310 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1387903 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 52301972 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 54095120 |
| IRS990/IRPDocumentCnt | 0 | 6 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 40724 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 11900 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 10725 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 51449 |
| IRS990/LegalDomicileStateCd | 0 | MI |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 45 |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 543371 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 1 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO IMPROVE THE QUALITY OF LIFE FOR ALL PEOPLE IN EMMET COUNTY BY CONNECTING DONORS WITH COMMUNITY NEEDS, BUILDING A PERMANENT SOURCE OF CHARITABLE FUNDS, ADDRESSING A BROAD RANGE OF COMMUNITY ISSUES THROUGH GRANTMAKING, AND CHAMPIONING PHILANTHROPY. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 47706010 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 49662279 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1604307 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1604307 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -407451 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 26626071 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 28359347 |
| IRS990/NoncashContributionsAmt | 0 | 2328585 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 63663 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 63663 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 876 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 22993 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 23869 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 330173 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 597613 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 1195327 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 7605 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 21979 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 7605 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 37189 |
| IRS990/OtherExpensesGrp/Desc | 0 | CFRM EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 1 | PRINTING AND PUBLICATIO |
| IRS990/OtherExpensesGrp/Desc | 2 | DUES |
| IRS990/OtherExpensesGrp/Desc | 3 | BANK SERVICE FEES |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 12424 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 165 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 11525 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 2726 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 63265 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 5695 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 63265 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 12589 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 11525 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 8421 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 13470255 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 12116311 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 523940 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 523940 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | ADMINISTRATIVE FEE INCOME |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | REMEASUREMENT OF CHARITABLE GIFT |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 61094 |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 1 | -11277 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 61094 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | -11277 |
| IRS990/OtherRevenueTotalAmt | 0 | 49817 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 91850 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 113294 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 91850 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 296994 |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 9302 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 17465 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 7027 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 33794 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 5151 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 9521 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 5151 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 19823 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 863448 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 253264 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 19125 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 27030 |
| IRS990/PrincipalOfficerNm | 0 | DAVID JONES |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 6685955 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 8368532 |
| IRS990/PYInvestmentIncomeAmt | 0 | 2578723 |
| IRS990/PYOtherExpensesAmt | 0 | 358897 |
| IRS990/PYOtherRevenueAmt | 0 | 36006 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 82858 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 490397 |
| IRS990/PYTotalExpensesAmt | 0 | 9217826 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 9300684 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1168393 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 7680539 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 7084444 |
| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 6032350 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6685954 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6484289 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3406197 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4198128 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 26806918 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1380593 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1138233 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 911468 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1273921 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 783822 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 5488037 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.60080 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.61010 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 19403069 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 7403849 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 6032350 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6685954 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6484289 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3406197 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4198128 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 26806918 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 32294955 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.