Liabilities / Assets
36th percentile
Higher debt load relative to assets than 36% of similar nonprofits.
Petoskey-Harbor Springs Area Community Foundation
990 • Fiscal year 2017 • EIN 38-3032185
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.13x
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
11th percentile
Higher top officer pay than 11% of similar nonprofits.
Top officer pay equals 2.5% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
35th percentile
Faster revenue growth than 35% of similar nonprofits.
Balance Sheet
Assets
Up$37,792,608
Up $3,648,342 (+11%) from 2016
Net Assets
Up$32,743,849
Up $2,957,304 (+9.9%) from 2016
Liabilities
Up$5,048,759
Up $691,038 (+16%) from 2016
Revenue And Expenses
Revenue
Up$3,799,078
Up $23,029 (+0.6%) from 2016
Expenses
Down$2,757,531
Down $683,039 (-20%) from 2016
Net Income
Up$1,041,547
Up $706,068 (+210%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2016 to Mar 31, 2017
- Signed
- Jul 24, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $4,787,977
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 | $30,730,896 | $34,825,640 | ▲ $4,094,744 |
| Savings and Temporary Cash Investments | $3,402,578 | $2,956,851 | ▼ $445,727 |
| Land, Buildings, and Equipment, Net | $10,668 | $10,005 | ▼ $663 |
| Cash and Non-Interest-Bearing Accounts | $124 | $112 | ▼ $12 |
| Total Assets | $34,144,266 | $37,792,608 | ▲ $3,648,342 |
| Liabilities | |||
| Other Liabilities | $4,217,298 | $4,883,819 | ▲ $666,521 |
| Grants Payable | $140,000 | $164,940 | ▲ $24,940 |
| Accounts Payable and Accrued Expenses | $423 | $0 | ▼ $423 |
| Total Liabilities | $4,357,721 | $5,048,759 | ▲ $691,038 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $29,786,545 | $32,743,849 | ▲ $2,957,304 |
| Total Net Assets Fund Balance | $29,786,545 | $32,743,849 | ▲ $2,957,304 |
| Total Liabilities and Net Assets / Fund Balance | $34,144,266 | $37,792,608 | ▲ $3,648,342 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $5,938 | $17,006 | $22,944 |
| Equipment | $4,067 | $14,581 | $18,648 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $24,108,499 | $640,285 | ▲ $3,064,702 | - | $26,266,060 |
| 2016 | $26,231,981 | $322,843 | ▼ $1,009,713 | - | $24,108,499 |
| 2015 | $25,552,649 | $747,186 | ▲ $1,550,347 | - | $26,231,981 |
| 2014 | $25,333,851 | $392,981 | ▲ $3,856,715 | - | $28,146,245 |
| 2013 | $23,635,365 | $352,502 | ▲ $2,302,705 | - | $25,333,851 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| David Jones | Executive Director | FT | $88,166 | $6,817 | $94,983 |
Board Members and Trustees
| Name | Title |
|---|---|
| Lisa G Blanchard | President |
| Michael D Eberhart | Vice President |
| Ann K Irish | Trustee |
| Charles W Johnson | Trustee |
| Dana F Andrews | Trustee |
| Emily R Meyerson | Trustee |
| Jennifer E Deegan | Trustee |
| Kathryn S Erber | Trustee |
| Michael J Fitzsimons | Trustee |
| Mitch Pulaski | Trustee |
| Robert W Charlton | Trustee |
| Steven L Boeckman | Trustee |
| Thomas B Smith | Trustee |
| Webb Martin | Trustee |
| Wilfred J Cwikiel | Trustee |
| Zoey a Bezilla | Trustee |
| James W Ford | Secretary |
| Todd C Winnell | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $2,246,297
- Program Service Revenue
- $0
- Investment Income
- $1,521,392
- Other Revenue
- $31,389
- All Other Contributions
- $2,246,297
- Change in Net Assets
- $1,041,547
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 | 19 | $662,611 | Market Quote |
| Total Noncash Contributions | 19 | $662,611 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $3,408,973
- Revenue Not Reported on Financial Statements
- $390,105
- Revenue Not Reported on Form 990
- $2,258,181
- Other Revenue Adjustments
- $390,105
- Total Revenue per Audited Statements
- $5,667,154
- Total Revenue per Form 990
- $3,799,078
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $2,252,208 |
| Salaries, Compensation, and Employee Benefits | $300,009 |
| Other Expenses | $205,314 |
| Total Fundraising Expense | $37,281 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $2,213,408 | - | - | $2,213,408 |
| Other Salaries and Wages | $63,009 | $83,783 | - | $146,792 |
| Current Officers, Directors, Trustees, and Key Employees | - | $95,912 | - | $95,912 |
| Fees for Service Investment Mgmnt Fees | - | $38,832 | - | $38,832 |
| Grants to Domestic Individuals | $38,800 | - | - | $38,800 |
| Occupancy | - | $36,980 | - | $36,980 |
| Information Technology | - | $30,549 | - | $30,549 |
| Other Employee Benefits | $9,716 | $20,827 | - | $30,543 |
| Office Expenses | $3,664 | $12,054 | $7,177 | $22,895 |
| Conferences and Meetings | $6,092 | $5,674 | $8,299 | $20,065 |
| Payroll Taxes | $4,820 | $14,594 | - | $19,414 |
| Fees for Services Accounting | - | $10,089 | - | $10,089 |
| Pension Plan Contributions | $312 | $7,036 | - | $7,348 |
| Depreciation Depletion | - | $5,054 | - | $5,054 |
| Insurance | - | $4,270 | - | $4,270 |
| Travel | $956 | $1,981 | - | $2,937 |
| Other Expenses | - | $1,264 | $9,959 | $1,264 |
| All Other Expenses | - | $985 | - | $985 |
| Total Functional Expenses | $2,340,777 | $379,473 | $37,281 | $2,757,531 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $2,757,531 |
| Expenses per Audited Statements | $2,754,882 |
| Total Expenses per Audited Statements | $2,709,851 |
| Expenses Not Reported on Financial Statements | $2,649 |
| Expenses Not Reported on Form 990 | $-45,031 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Petoskey Public Schools | Petoskey, MI | Other | Penholders, points, India ink and other art supplies, Stadium Scoreboards, To purchase iPads for the Ottawa Elementary kindergarten class, Petoskey High School Bowling, Robotics Marketing Computers, Petoskey Middle School 8th Grade Field Trips, Petoskey High School DECA, Petoskey Northmen Night, Paladins - Petoskey High School Robotics Team, ATTN: Dave Smith - Athletic budget sponsorship, Petoskey Jazz and Blues Workshop scholarships, Petoskey Football Program, Kicking Equipment for Middle School, Freshman, JV and Varsity Teams, To purchase backpacks and school supplies for limited-resource students at Petoskey High School, Petoskey Girls Varsity Softball, Petoskey High School tennis program, Lincoln kindergarten trip to LTC Round Lake Preserve, Petoskey Girls Softball - Attn: Bryan Shaw, Petoskey Softball Spring Training, Ottawa Elementary Outdoor Living Laboratory Garden, Annual Distribution from Moyer Music Scholarship Fund for Sheridan Elementary, Petoskey High School Hockey Booste | $131,027 |
| Tip of the Mitt Watershed Council | Petoskey, MI | 501(c)(3) | General support, Petoskey Rain Garden Project, Annual allocation from Tip of the Mitt Watershed Council Water Quality Fund & Pipeline 101 - education project, 2017 Watershed Academy, Pickerel-Crooked Lake Invasive Species Boat Launch Signs, Watershed Academy 2016 to match LTC gift & Dave and Joy McBride's annual contribution | $129,699 |
| Genesis Church | Petoskey, MI | 501(c)(3) | Building Fund | $100,000 |
| City of Petoskey | Petoskey, MI | Other | Grant for Tennis Court Complex Renovation | $88,470 |
| Crooked Tree Arts Center | Petoskey, MI | 501(c)(3) | General support, In recognition of the individuals who put on the arts events, Ballet Program ($5,000) and Children's Programs ($3,000), New Year's Eve Event, Annual allocation from Crooked Tree Arts Council Cultural Fund & CTAC Presents The Art of Ansel Adams | $82,186 |
| McLaren Northern Michigan Foundation | Petoskey, MI | 501(c)(3) | Hospice of Little Traverse Bay, Bird houses and feeders at Hiland Cottage, To support the Pediatric Patient Assistant Fund, Adult Day Center Caregiver Respite, Kalahar Tost Pediatric Fund -Travel, Annual Distribution from Blum Lodging Assistance Fund, Guest Speaker & Tost-Kalahar Pediatric Travel Fund ($5,000) | $75,532 |
| First Tee of Northern Michigan | Harbor Springs, MI | 501(c)(3) | General Support | $67,700 |
| Manna Food Project | Harbor Springs, MI | 501(c)(3) | General Support, Simply Give Program, Backpacks 4 Kids Program, Kitchen break room remodel project, Meijer's Simply Giving Match, Protein for People & Essential Needs funds | $67,650 |
| Emmanuel Episcopal Church | Petoskey, MI | 501(c)(3) | General Support, For the Bay View summer music program, to help cover the cost of Bay View students at the Sunday service, Northmen Den Pantry, Annual allocation from Emmaneul Episcopal Church Endowment Fund, Summer music in Memory of Elizabeth and Max Busard, "Building God's House to do God's Work" capital campaign Middle School Pantry | $46,271 |
| Women's Resource Center of Northern Michigan | Petoskey, MI | 501(c)(3) | General support, In support of the March Fundraiser, To support children and families at the holidays, Essential Needs funds, Women Can Women Do Event, Tribute Event, Family support through vacation experience, To support the Tribute! Awards Celebration, To support Beth Simmons' recent participation in NorthSky Nonprofit Network's Governance Learning Circle, Children's Advocacy Center start up costs, Family support through vacation experience & Educational Scholarships | $44,945 |
| Great Lakes Chamber Orchestra | Petoskey, MI | 501(c)(3) | General support, October 2016 Children's Concert, Organization development and capacity building, Charles F. Davis Concerto Competition, To support Dibby Smith's recent participation in NorthSky Nonprofit Network's Governance Learning Circle & In honor of KC and Louise McAlpin | $44,526 |
| Friendship Center of Emmet County | Petoskey, MI | 501(c)(3) | General support, Meals on Wheels Delivery Vehicle, Annual distribution from Agatha O. Boettger Senior Citizens Fund, Annual Distribution from Osborn Memorial Fund for Friendship Centers of Emmet County, Personal Emergency Response Systems Loan Program & Senior Essential Needs Fund | $44,382 |
| Little Traverse Conservancy | Harbor Springs, MI | 501(c)(3) | To complete the acquisition of the Elbert-Black Hole property, General Support, Support for the Annual Fund, Christmas Mountain Project, Round Lake Nature Preserve Enhancement & In honor of Gretchen | $37,629 |
| Cystic Fibrosis Foundation | Troy, MI | 501(c)(3) | Hiking Event Sponsorship, Annual Campaign Matching Grant & Great Strides | $34,500 |
| Groundwork Center for Resilient Communities | Traverse City, MI | 501(c)(3) | General Support, Northern Farms Foodshed, Local Food and Farming Coordinator, Oil and Water Don't Mix | $34,100 |
| Planned Parenthood of Michigan | Ann Arbor, MI | 501(c)(3) | General support, Outreach and Prevention Services, Support for Petoskey Health Center, Petoskey Office Programs & Annual allocation from Planned Parenthood Northern Michigan Fund | $31,280 |
| Petoskey Music Boosters co Petoskey Middle School | Petoskey, MI | 501(c)(3) | Middle School Tuba Project & Support for flags, sign & diesel engine for truck and bus fees | $31,179 |
| Harbor Springs Public Schools | Harbor Springs, MI | Other | Printmaking supplies for art classes, To support A2A Teaching Initiative, Harbor Springs Track attn; Emily Kloss, 2017 Senior All Night Party - support for students to Cedar Point, Awareness to Action (A2A) - Student Citizens Creating Community, Student Support Scholarships, General support for theOutdoor Explorers Club at Shay Elementary School & HS Soccer program ATTN: Aaron Riley | $29,500 |
| NCMC Foundation | Petoskey, MI | 501(c)(3) | General Support, Annual Distribution from Mathias NCMC Foundation Fund, Human Services Coordinating Body Coffee Service, ENACT - Exploring Nursing as a Career Tomorrow for High School Students, Garden Party, Annual Distribution from Winnell Scholarship Fund for NCMC Foundation, Beaver Island NCMC/Sheridan School Initiative, Coffee Service for Human Services Coordinating Body (HSCB) & Annual Distribution from Mathias Memorial Scholarship Fund | $27,667 |
| Child & Family Services of Northwestern MI | Traverse City, MI | 501(c)(3) | General Support, Building Development Capacity, Behavioral and Physical Support for Children and Families, Annual allocation from Child & Family Services of Northwestern Michigan Fund and Family support through vacation experience | $24,319 |
| First Presbyterian Church of Petoskey | Petoskey, MI | Other | General support | $24,000 |
| Challenge Mountain of Walloon Hills Inc | Boyne City, MI | 501(c)(3) | General Support, Resale Store Renovation | $23,700 |
| Emmet Conservation District | Harbor Springs, MI | Other | Invasive Knotweed Eradication Project | $21,442 |
| Northwest Michigan Habitat for Humanity | Harbor Springs, MI | 501(c)(3) | General Support, Lantern Walk Home Build in Alanson, Additional tools and tool trailer & Grant from NW Michigan Food for Humanity Fund | $20,050 |
| Detroit Institute of Arts | Detroit, MI | 501(c)(3) | General Support | $20,000 |
| Detroit Zoo | Royal Oak, MI | 501(c)(3) | General Support | $20,000 |
| Emmet County Recycling | Petoskey, MI | Other | Residential Food Waste Prevention & Clean and Convenient Recycling Carts at the Curb | $20,000 |
| Legacy Land Conservancy | Ann Arbor, MI | 501(c)(3) | To support efforts to broaden community support | $20,000 |
| Michigan Theater Foundation | Ann Arbor, MI | 501(c)(3) | To support the capital campaign ($10,000) and the Towsley Society ($10,000) | $20,000 |
| Harbor Hall Foundation | Harbor Springs, MI | 501(c)(3) | General Support, In memory of James C. McBride & Capital Campaign | $19,800 |
| City of Harbor Springs | Harbor Springs, MI | Other | Stormwater Separators, Harbor Springs Downtown Development Authority - Wayfinding Project | $19,000 |
| Harbor Springs Library | Harbor Springs, MI | 501(c)(3) | Library Signage, Building Renovations, Juvenile Nonfiction Section Update, General operating support for Harbor Springs Library, Building Fund & General support for youth programming | $18,914 |
| Bay Bluffs Emmet County Medical Care Facility | Harbor Springs, MI | 501(c)(3) | Annual distribution from Agatha O. Boettger Senior Citizens Fund, Music and Memory Program, To support Marie Wayman's recent participation in NorthSky Nonprofit Network's Governance Learning Circle | $16,274 |
| Top of Michigan Trails Council | Petoskey, MI | 501(c)(3) | General support, Support for the new Kids Biking Club, Northern Michigan Kids Biking Initiative - Peddling with a Purpose, Trails Center renovation and technology & Annual Allocation for 2016 from Top of Michigan Trails Council Fund | $15,710 |
| Children's Hospital of Michigan Foundation | Detroit, MI | 501(c)(3) | General Support($10,000)and Camp Hope ($5,000) | $15,000 |
| Cystic Fibrosis Support Network of Michigan | Troy, MI | 501(c)(3) | General Support & Summer and Birthday Programs | $15,000 |
| Rudolph Steiner School of Ann Arbor | Ann Arbor, MI | 501(c)(3) | Challenge grant for Annual Giving Fund | $15,000 |
| Great Start Collaborative of Char-Em and N Antrim co Char-Em ISD | Charlevoix, MI | 501(c)(3) | Great Start Preschool Scholarship | $13,280 |
| Central Michigan University Public Broadcasting Center | Mt Pleasant, MI | 501(c)(3) | Contemporary Black Poets at HS Festival of the Book, Public Radio ($500) and Public Television ($500), General support for WCMU broadcasting, CMU Public Broadcasting, Contemporary Black Poetry Project at Harbor Springs Festival of the Book, Contemporary Black Poetry Project at Harbor Springs Festival of the Book - in memory of Dr. John O'Malley of Burt Lake, MI, General Support & Public Radio ($1,000)and Public Television ($1,000) | $13,000 |
| Harbor Springs Lyric Theatre | Harbor Springs, MI | 501(c)(3) | General Support, Sponsorhip for 2 seats, Building Fund donation & Seat sponsorship in honor of Marana Tost | $12,802 |
| Northern Michigan Equine Therapy | Boyne City, MI | 501(c)(3) | General Support, Provide scholarships for low-income families to access equine therapy & Scholarships | $12,100 |
| Char-Em United Way | Petoskey, MI | 501(c)(3) | General support, College Advising Corps, Dolly Parton Imagination Library ($2,000), Annual Allocation from Char-Em United Way Endowment Fund | $12,010 |
| Big BrotherBig Sisters of NW MI | Traverse City, MI | 501(c)(3) | Volunteer Outreach & To support children and families at the holidays | $12,000 |
| Village of Alanson | Alanson, MI | Other | Sanctuary Island Park: Boathouse-Restrooms Project | $12,000 |
| Michigan Technological University - scholarships Financial Aid Office | Houghton, MI | 501(c)(3) | $3,000 for School of Business $1,000 scholarships; $2.500 for the Elevator Speech Competition; $5,000 for summer youth $500 scholarships; $1,000 to cover travel for students to competitions and Business School events | $11,500 |
| The Committee of 200 Foundation | Chicago, IL | 501(c)(3) | General support & Paradigm for Parity | $11,000 |
| Bay View Association | Petoskey, MI | 501(c)(3) | 2016 Annual Allocation from Bay View Association Endowment Fund, Support for the General Endowment Fund, $3 000 to Recreation, $1 500 to Theatre Arts, Music $500 to Education & $500 to Religion and Life, Fawn House and Tot Lot Playgrounds Replacement, Two-day workshop for area school and civic theatre drama director, Campus Club 501(c)3 & In memory of Jack and Betty Edman | $10,717 |
| Harbor Hall Inc | Petoskey, MI | 501(c)(3) | General support, Project Co-Pay Relief & Women's Holistic Enhanced Treatment | $10,600 |
| Great Lakes Center for the Arts | Bay Harbor, MI | 501(c)(3) | General support & Construction of the Great Lakes Center for the Arts | $10,100 |
| Operation Injured Soldiers | South Lyon, MI | 501(c)(3) | Brave Heart estate in Pellston | $10,000 |
| The Bergmann Center Inc | Charlevoix, MI | 501(c)(3) | Transport Vehicle | $10,000 |
| Pellston Public Schools | Pellston, MI | Other | Ice Machine, Second grade trip to Raven Hill, Explore winter recreation through a skiing trip to Nub's Nob, First grade trip to Oden Fish Hatchery, Health Occupations - Increasing Knowledge of Healthcare through Technology, Soup for Students, Frames to publically display student art, Lunch Soup Program, Transportation for special education students to visit Challenge Mountain & Transportation for 2nd grade snowshoe nature education | $9,931 |
| Raven Hill Discovery Center | East Jordan, MI | 501(c)(3) | Patents & Prototypes: Elementary School Program, Scholarship support for NASA STEM workshops, General Use, NASA Community TEC Day & To support Savannah Cool's recent participation in NorthSky Nonprofit Network's Governance Learning Circle | $9,791 |
| Northwest Michigan Community Action Agency | Petoskey, MI | 501(c)(3) | Family support through vacation experience, Essential Needs funds & Family support through vacation experience to Cedar Point | $9,449 |
| Alanson Public Schools | Alanson, MI | Other | Winter Tracks and Signs through Little Traverse Conservancy, GoPro camera and accessories for High School Aviation Program, Alanson Public School Play 2 Learn Community Playground Project | $9,050 |
| Camp Daggett | Petoskey, MI | 501(c)(3) | General Support, Scholarships & New Website Design | $8,600 |
| Health Department of Northwest Michigan | Harbor Springs, MI | Other | Lactation Lounge, Essential Needs funds & Unmet Needs Fund | $8,400 |
| Charlevoix County Community Foundation | East Jordan, MI | 501(c)(3) | Hestia Women's Giving Circle | $8,000 |
| Chippewa Valley Educational Foundation | Clinton Township, MI | 501(c)(3) | Wyandotte Middle School Drama Club | $8,000 |
| Northern Family Intervention Services | Gaylord, MI | 501(c)(3) | Building Outreach & Fund Development Capacity | $7,500 |
| Harbor Springs Area Historical Society | Harbor Springs, MI | 501(c)(3) | General support, NorthSky Nonprofit Leadership Coaching Program & NorthSky Nonprofit Network leadership coaching for the Executive Director | $7,250 |
| Crooked Lake Sailors INC | Oden, MI | 501(c)(3) | General Support & Motor for training/patrol boat | $7,000 |
| Mackinac Straits Raptor Watch | Harbor Springs, MI | 501(c)(3) | Expanded Environmental Education including Mackinaw Raptor Fest | $7,000 |
| Readmond Friendship Cross Village Fire & Rescue | Harbor Springs, MI | 501(c)(3) | Improving the Community Pavilion Kitchen | $7,000 |
| Educational Foundation for Mancelona Schools | Mancelona, MI | Other | General Support | $6,900 |
| Northern Michigan Chorale | Petoskey, MI | 501(c)(3) | General support & NMC Risers to Go | $6,600 |
| Spirit Day Camp co Challenge Mountain | Boyne City, MI | 501(c)(3) | General Support & Spirit Day Camp | $6,500 |
| Harbor Area Recreation and Entertainment Inc | Alanson, MI | 501(c)(3) | General support for winter activities & Summer 2016 Recreation Activities at the Harbor Springs Sk8 Park | $6,322 |
| Harbor Springs Education Foundation | Harbor Springs, MI | 501(c)(3) | General Support, $1,000 for girls golf; $500 for boys golf & Harbor Springs baseball team & pitching machine | $6,294 |
| YMCA of Northern Michigan | Petoskey, MI | 501(c)(3) | General support, Scholarships for Kids & To support scholarships and staffing for after-school programs | $6,050 |
| Little Traverse Bay Humane Society | Harbor Springs, MI | 501(c)(3) | Annual allocation from Animal Security Fund, General support, In recognition of individuals who put on the Howl at The Moon, Paws for a Party | $6,027 |
| Alanson Beautification Center | Alanson, MI | 501(c)(3) | Hillside Gardens Retaining Wall | $6,000 |
| Michigan State University-Eli Broad College of Business | East Lansing, MI | 501(c)(3) | Julie Fasone Holder and John Holder Scholarship Fund | $6,000 |
| Young Life Little Traverse Bay | Petoskey, MI | 501(c)(3) | General Support & Golf Outing | $6,000 |
| Harbor Springs Festival of the Book | Harbor Springs, MI | 501(c)(3) | General support & Festival Authors | $5,750 |
| Seeds | Traverse City, MI | 501(c)(3) | General Support & Youth Conservation Corps | $5,640 |
| Mothers Keepers | Boyne City, MI | 501(c)(3) | General Support & Organizational capacity-building activities | $5,600 |
| American Red Cross-Northern Lower Michigan | Marquette, MI | 501(c)(3) | General support & Home Fire Campaign | $5,500 |
| Crosshatch Center for Art and Ecology | Bellaire, MI | 501(c)(3) | General support for the Hill House Showcase in Petoskey & Preservation Station Mobile Canning Unit. | $5,500 |
| The Foundation Fighting Blindness | Baltimore, MD | 501(c)(3) | General Support | $5,500 |
| Friendship Center of Harbor Springs | Harbor Springs, MI | 501(c)(3) | Special Events and Entertainment & Outreach Promoting New Space for Seniors | $5,400 |
| Christ Child Society of Northern Michigan | Harbor Springs, MI | 501(c)(3) | General support & Layette Project: Quality Items for Low Income Families with Newborns | $5,300 |
| Charlevoix Humane Society | Boyne City, MI | 501(c)(3) | General Support | $5,250 |
| Harbor Area Regional Board of Resources Inc | Harbor Springs, MI | 501(c)(3) | General Support & Harbor Active: Digital Literacy Community Education | $5,250 |
| VitalCare Hospice of Little Traverse Bay | Petoskey, MI | 501(c)(3) | General support, Hiland House - In Memory of Nathaniel W. Stroup & General support for the Hospiteen Program at Hiland Cottage | $5,150 |
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 | $4,778,514 |
| Disc Oblig - Charitable Gift Annuities | $105,305 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- 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
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, line 6
“The Community Foundation has 44 members which, as set out in the Articles of Incorporation, shall consist of the persons holding leadership offices in various community organizations and businesses.”
Form 990, Part VI, Section A, line 7A
“The members shall hold an annual meeting the purpose of which is to review the activities of the Foundation for the preceding year - including distributions for charitable purposes, and gifts and other support received from the public; to review its financial condition; to elect directors; and to conduct such other business as properly might come before the members.”
Form 990, Part VI, Section A, line 7B
“The bylaws of the Foundation may be amended, altered, changed added to or replaced by the affirmative vote of a majority of the members entitled to vote at any regular or special meeting of the members.”
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
- 616 PETOSKEY STREET No 203, PETOSKEY, MI 49770
Signing Officer
- Name
- Todd C Winnell
- Title
- Treasurer
- Phone
- 2313485820
- Signed
- 2017-07-24
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Lisa G Blanchard
- Formed
- 1991
- Legal Domicile
- Mi
- Voting Board Members
- 15
- Independent Board Members
- 15
- Employees
- 6
- Volunteers
- 80
Preparer
- Firm
- RASMUSSENTELLERO'NEIL & CHRISTMAN PC
- Address
- 555 MICHIGAN STREET, PETOSKEY, MI 49770
- Preparer
- Kevin R Christman
- Phone
- 2313475555
Supplemental Narrative
Additional Explanations
Form 990, Part XI, line 9:
“Agency Endowment Grant and Exp Activity 45,032. Agency Endowment Gift & Income Activity -390,105.”
Form 990, Part XII, Line 2C:
“Finance Committee assumes responsibility for oversight of the audit. No change in process from prior year.”
Financial Statement Notes
Part II, Line 3:
“Executive director spent two days in washington, dc. Speaking with legislators about potential tax code changes to the federal charitable deduction as part of the council on foundations annual "foundations on the hill' event.”
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 permanently 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 -2,649.”
Part XI, Line 4B - Other Adjustments:
“Agency Endowment Gift and Income Activity 390,105.”
Part XII, Line 2D - Other Adjustments:
“Agency Endowment Grant and Expenses Activity -45,031.”
Raw XML AppendixShowing 400 of 1,427 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.
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| 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. |
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| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 20827 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 9716 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 30543 |
| IRS990/OtherExpensesGrp/Desc | 0 | Printing and Publicatio |
| IRS990/OtherExpensesGrp/Desc | 1 | Public relations |
| IRS990/OtherExpensesGrp/Desc | 2 | Dues |
| IRS990/OtherExpensesGrp/Desc | 3 | Bank Service Fees |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 11846 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 9959 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 913 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 8676 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1264 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 11846 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 10872 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 8676 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1264 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 4217298 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 4883819 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 523920 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 523920 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Administrative Fee Income |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | Remeasurement of charitable gift |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 36530 |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 1 | -5141 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 36530 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | -5141 |
| IRS990/OtherRevenueTotalAmt | 0 | 31389 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 83783 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 63009 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 146792 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 14594 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 4820 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 19414 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 7036 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 312 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 7348 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | LISA G BLANCHARD |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 1773521 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 2973736 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1980201 |
| IRS990/PYOtherExpensesAmt | 0 | 194640 |
| IRS990/PYOtherRevenueAmt | 0 | 22327 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 335479 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 272194 |
| IRS990/PYTotalExpensesAmt | 0 | 3440570 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3776049 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1041547 |
| 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 | 3402578 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2956851 |
| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 2246297 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1773521 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3308084 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 902563 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1058283 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 9288748 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 607149 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 640773 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 631370 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 534515 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 499518 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 2913325 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.59630 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.60150 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 7275879 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 2012869 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 2246297 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1773521 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3308084 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 902563 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1058283 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 9288748 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 12202073 |
| 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 |
| IRS990ScheduleC/DirectContactLegislatorsAmt | 0 | 2997 |
| IRS990ScheduleC/DirectContactLegislatorsInd | 0 | 1 |
| IRS990ScheduleC/GrantsOtherOrganizationsInd | 0 | 0 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $37,792,608
- Liabilities
- $5,048,759
- Net assets
- $32,743,849
- Revenue
- $3,799,078
- Expenses
- $2,757,531
- Net income
- $1,041,547