Liabilities / Assets
5th percentile
Higher debt load relative to assets than 5% of similar nonprofits.
Grand Traverse Regional Community
EIN 38-3056434 • 501(c)3 • Traverse City, MI
Profile
To enhance the quality of life in our communities, now and forever, by serving as a leader of local philanthropy.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
8th percentile
Higher debt load relative to revenue than 8% of similar nonprofits.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Balance Sheet
Assets
Up$105,417,500
Up $9,297,139 (+9.7%) from 2023
Liabilities
Down$93,076
Down $126 (-0.1%) from 2023
Net Assets
Up$105,324,424
Up $9,297,265 (+9.7%) from 2023
Revenue
Up$9,865,307
Up $4,931,956 (+100%) from 2023
Expenses
Up$5,441,697
Up $238,617 (+4.6%) from 2023
Net Income
Up$4,423,610
Up $4,693,339 (+1740%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $105,417,500
- Liabilities
- $93,076
- Net assets
- $105,324,424
- Revenue
- $9,865,307
- Expenses
- $5,441,697
- Net income
- $4,423,610
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Apr 21, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $16,929,235
Mission and Program Overview
Mission
To enhance the quality of life in our communities, now and forever, by serving as a leader of local philanthropy.
We invest in the people & places of our region and steward community assets for lasting impact.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $93,940,335 | $101,995,939 | ▲ $8,055,604 |
| Investments Other Securities | $1,000,000 | $2,000,000 | ▲ $1,000,000 |
| Land, Buildings, and Equipment, Net | $823,160 | $789,949 | ▼ $33,211 |
| Savings and Temporary Cash Investments | $150,000 | $331,348 | ▲ $181,348 |
| Cash and Non-Interest-Bearing Accounts | $206,866 | $289,162 | ▲ $82,296 |
| Prepaid Expenses and Deferred Charges | - | $11,102 | - |
| Total Assets | $96,120,361 | $105,417,500 | ▲ $9,297,139 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $29,357 | $57,701 | ▲ $28,344 |
| Grants Payable | $63,845 | $35,375 | ▼ $28,470 |
| Total Liabilities | $93,202 | $93,076 | ▼ $126 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $94,558,090 | $103,640,558 | ▲ $9,082,468 |
| Net Assets Without Donor Restrictions | $1,469,069 | $1,683,866 | ▲ $214,797 |
| Total Net Assets Fund Balance | $96,027,159 | $105,324,424 | ▲ $9,297,265 |
| Total Liabilities and Net Assets / Fund Balance | $96,120,361 | $105,417,500 | ▲ $9,297,139 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $599,038 | $30,962 | $630,000 |
| Other Land Buildings | $123,009 | $13,667 | $136,676 |
| Equipment | $67,902 | $11,559 | $79,461 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $92,770,817 | $1,993,859 | ▲ $11,851,164 | $-409,424 | $101,838,323 |
| 2023 | $82,996,538 | $713,669 | ▲ $13,580,757 | $-289,088 | $92,770,817 |
| 2022 | $100,667,068 | $1,075,912 | ▼ $14,603,482 | $-10,462 | $82,996,538 |
| 2021 | $86,765,954 | $4,563,737 | ▲ $12,848,978 | $-9,115 | $100,667,068 |
| 2020 | $64,291,070 | $13,977,012 | ▲ $11,496,216 | $-26,262 | $86,765,954 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Dave Mengebier | President and Chief Execut | FT | $157,759 | $12,421 | $170,180 |
| Alison Metiva | Chief Operating Officer | FT | $118,024 | $9,242 | $127,266 |
| Steven Wade | Vice President Community Impact | FT | $101,122 | $7,890 | $109,012 |
Board Members and Trustees
| Name | Title |
|---|---|
| Jerry Ring | Chair |
| Laura Asiala | Vice Chair |
| Andi Halpin | Director |
| Ann Strehle | Director |
| Annie Devries | Director |
| Barbara Matthews | Director |
| Cari Jo Roberts | Director |
| Carol Marsh | Director |
| Chris Macinnes | Director |
| Damian Lockhart | Director |
| Dan Phillips | Director |
| Edward Lanphier | Director |
| Elise Loud | Director |
| John Bercini | Director |
| Jurgen Griswold | Director |
| Kira Davis | Director |
| Laris Galejs | Director |
| Larry Nelson | Director |
| Lauren Clark | Director |
| Mark Irwin | Director |
| Marshall Collins | Director |
| Megan Royle Carrella | Director |
| Phyllis Kladder | Director |
| Rachael Birgy | Director |
| Ranve Martinson | Director |
| Rick Heitmeyer | Director |
| Royce Ragland | Director |
| Suzanne Miller Allen | Director |
| Terry Beamsley | Director |
| Cash Cook | Secretary |
| Beth Dunckel | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $2,678,180
- Program Service Revenue
- $0
- Investment Income
- $7,187,127
- Other Revenue
- $0
- All Other Contributions
- $2,678,180
- Change in Net Assets
- $4,423,610
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 | 4 | $182,206 | Fair Market Value (FMV) |
| Total Noncash Contributions | 4 | $182,206 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $9,778,218
- Revenue Not Reported on Financial Statements
- $87,089
- Revenue Not Reported on Form 990
- $4,873,655
- Total Revenue per Audited Statements
- $14,651,873
- Total Revenue per Form 990
- $9,865,307
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $3,766,943 |
| Salaries, Compensation, and Employee Benefits | $1,131,140 |
| Total Fundraising Expense | $690,792 |
| Other Expenses | $543,614 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $3,309,218 | - | - | $3,309,218 |
| Other Salaries and Wages | $239,056 | $165,363 | $329,674 | $734,093 |
| Grants to Domestic Individuals | $457,725 | - | - | $457,725 |
| Current Officers, Directors, Trustees, and Key Employees | $52,534 | $52,691 | $52,534 | $157,759 |
| Other Employee Benefits | $31,252 | $30,247 | $40,479 | $101,978 |
| Advertising | - | - | $95,549 | $95,549 |
| Fees for Service Investment Mgmnt Fees | - | $87,089 | - | $87,089 |
| Information Technology | $25,660 | $19,189 | $33,634 | $78,483 |
| Pension Plan Contributions | $22,873 | $17,105 | $29,981 | $69,959 |
| Payroll Taxes | $22,020 | $16,467 | $28,864 | $67,351 |
| Fees for Services Management | $57,079 | $4,610 | $3,700 | $65,389 |
| Conferences and Meetings | $15,697 | $11,739 | $20,576 | $48,012 |
| Office Expenses | $9,468 | $7,080 | $12,410 | $28,958 |
| Occupancy | $8,179 | $6,116 | $10,721 | $25,016 |
| Fees for Services Accounting | - | $21,331 | - | $21,331 |
| Travel | $5,898 | $4,410 | $7,730 | $18,038 |
| Insurance | $2,928 | $2,189 | $3,837 | $8,954 |
| Other Expenses | $11,500 | $4,400 | $6,870 | $4,400 |
| Fees for Services Legal | - | $1,653 | - | $1,653 |
| Total Functional Expenses | $4,287,187 | $463,718 | $690,792 | $5,441,697 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $5,441,697 |
| Expenses per Audited Statements | $5,354,608 |
| Total Expenses per Audited Statements | $5,354,608 |
| Expenses Not Reported on Financial Statements | $87,089 |
| Expenses Not Reported on Form 990 | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Central Lake Public Schools | Central Lake, MI | Govt | Early Childhood Education | $392,815 |
| Paul Oliver Memorial Hospital | Frankfort, MI | 501(c )(3) | Health Related | $110,325 |
| Communities in Schools of Nw Michigan | Mancelona, MI | 501(c )(3) | Early Childhood Education | $107,852 |
| Child & Family Services of Northwestern Michigan | Traverse City, MI | 501(c )(3) | Youth Development | $96,820 |
| Inland Seas Education Association | Suttons Bay, MI | 501(c )(3) | Education | $96,130 |
| Grand Traverse Regional Land Conservancy | Traverse City, MI | 501(c )(3) | Environmental | $85,775 |
| WOMEN'S RESOURCE CENTER FOR THE GRAND TRAVERSE AREA | Traverse City, MI | 501(c )(3) | Human Services | $65,974 |
| Leland Public School | Leland, MI | Govt | Youth Development | $65,500 |
| Leelanau Christian Neighbors | Lake Leelanau, MI | 501(c )(3) | Human Services | $63,450 |
| United Way of Northwest Michigan | Traverse City, MI | 501(c )(3) | Human Services | $55,644 |
| LEELANAU CHILDREN'S CENTER | Leland, MI | 501(c )(3) | Early Childhood Education | $52,130 |
| City of Traverse City | Traverse City, MI | Govt | Human Services | $51,710 |
| 5loaves2fish Nmi | Leland, MI | 501(c )(3) | Human Services | $51,510 |
| Housing North | Traverse City, MI | 501(c )(3) | Human Services | $50,200 |
| North Manitou Light Keepers Inc | Brighton, MI | 501(c )(3) | Arts, Culture | $50,000 |
| Traverse Area Recreation and Transportation Trails Inc | Traverse City, MI | 501(c )(3) | Recreation & Sports | $49,385 |
| Habitat for Humanity - Grand Traverse Region | Traverse City, MI | 501(c )(3) | Human Services | $45,790 |
| Northwest Michigan Community Action | Traverse City, MI | 501(c )(3) | Early Childhood Education | $38,575 |
| Leelanau Community Cultural Center | Leland, MI | 501(c )(3) | Arts, Culture | $38,170 |
| Grand Traverse Pavilions Foundation | Traverse City, MI | 501(c )(3) | Health Related | $38,080 |
| Cherryland Humane Society | Traverse City, MI | 501(c )(3) | Animal Welfare | $36,160 |
| El Grupo Norte Youth Cycling | Traverse City, MI | 501(c )(3) | Youth Development | $36,063 |
| Rock of Kingsley Youth Center | Kingsley, MI | 501(c )(3) | Youth Development | $35,890 |
| Elk Rapids District Library | Elk Rapids, MI | Govt | Arts, Culture | $35,000 |
| TRAVERSE BAY CHILDREN'S ADVOCACY CENTER | Traverse City, MI | 501(c )(3) | Youth Development | $33,550 |
| Discovery Pier | Traverse City, MI | 501(c )(3) | Environmental | $32,150 |
| Safe Harbor of Grand Traverse Inc | Traverse City, MI | 501(c )(3) | Human Services | $31,325 |
| Northwest Education Services | Traverse City, MI | Govt | Early Childhood Education | $30,290 |
| Leelanau Conservancy | Leland, MI | 501(c )(3) | Environmental | $29,610 |
| Big Brothers Big Sisters of Northwestern Michigan | Traverse City, MI | 501(c )(3) | Youth Development | $29,600 |
| Northwest Michigan Supportive Housing | Traverse City, MI | 501(c )(3) | Human Services | $28,550 |
| Northwestern Michigan College Foundation | Traverse City, MI | 501(c )(3) | Education | $28,443 |
| Salvation Army - Traverse City | Traverse City, MI | 501(c )(3) | Human Services | $27,850 |
| Traverse City Philharmonic | Traverse City, MI | 501(c )(3) | Arts, Culture | $27,050 |
| Fishtown Preservation Society Inc | Leland, MI | 501(c )(3) | Arts, Culture | $25,000 |
| Friends of Point Betsie Lighthouse | Frankfort, MI | 501(c )(3) | Arts, Culture | $23,610 |
| Benzie Conservation District | Beulah, MI | Govt | Environmental | $22,885 |
| Munson Healthcare Foundations | Traverse City, MI | 501(c )(3) | Health Related | $22,300 |
| The Friendship Community Center | Suttons Bay, MI | 501(c )(3) | Youth Development | $21,900 |
| Old Town Playhouse | Traverse City, MI | 501(c )(3) | Arts, Culture | $20,990 |
| Suttons Bay Public Schools | Suttons Bay, MI | Govt | Education | $20,530 |
| Kalkaska Downtown Development Authority | Kalkaska, MI | Govt | Environmental | $20,000 |
| Maples Benzie Cnty Medical Care Facility | Frankfort, MI | Govt | Health Related | $18,860 |
| Generations Ahead | Traverse City, MI | 501(c )(3) | Human Services | $18,621 |
| Grand Traverse Conservation District | Traverse City, MI | 501(c )(3) | Environmental | $18,250 |
| Acme Christian Thrift Store & Food Pantry (acts) | Traverse City, MI | 501(c )(3) | Youth Development | $18,070 |
| Justice and Peace Advocacy Center (jpac) | Traverse City, MI | 501(c )(3) | Human Services | $17,550 |
| Elizabeth Oliver Center for the Arts | Frankfort, MI | 501(c )(3) | Arts, Culture | $17,520 |
| Mills Community House Association | Benzonia, MI | 501(c )(3) | Arts, Culture | $17,100 |
| Traverse Health Clinic and Coalition | Traverse City, MI | 501(c )(3) | Health Related | $17,081 |
| Brickways Community Living Center | Traverse City, MI | 501(c )(3) | Human Services | $16,800 |
| Presbyterian Church of Traverse City | Traverse City, MI | 501(c )(3) | Religious & Spiritual Development | $16,000 |
| Seeds Ecology and Education Centers | Traverse City, MI | 501(c )(3) | Environmental | $15,737 |
| Goodwill Inn and Homeless Services of N Mi | Traverse City, MI | 501(c )(3) | Human Services | $15,390 |
| Brickways Foundation | Traverse City, MI | 501(c )(3) | Human Services | $15,290 |
| First Congregational Church - Tc | Traverse City, MI | 501(c )(3) | Religious & Spiritual Development | $15,200 |
| Council of Michigan Foundations | Detroit, MI | 501(c )(3) | Community Enrichment | $15,000 |
| Mindimooyenh Healing Circle | Suttons Bay, MI | 501(c )(3) | Environmental | $15,000 |
| Traverse Bay Sunrise Rotary Foundation | Traverse City, MI | 501(c )(3) | Recreation & Sports | $14,979 |
| Glen Lake Association | Glen Arbor, MI | 501(c )(3) | Environmental | $13,960 |
| Frankfort-elberta Education Foundation | Frankfort, MI | 501(c )(3) | Education | $13,690 |
| Planned Parenthood of Michigan | Ann Arbor, MI | 501(c )(3) | Health Related | $13,670 |
| Benzie Central Schools | Benzonia, MI | Govt | Education | $13,000 |
| Tunnel to Towers Foundation | Staten Island, NY | 501(c )(3) | Human Services | $13,000 |
| Grand Traverse Area Catholic Schools | Traverse City, MI | 501(c )(3) | Education | $12,970 |
| Mancelona Public Schools | Mancelona, MI | Govt | Education | $12,400 |
| Friends of the Betsie Valley Trail | Beulah, MI | 501(c )(3) | Recreation & Sports | $12,250 |
| Buckley Community Schools | Buckley, MI | Govt | Education | $11,970 |
| Au Sable Institute | Mancelona, MI | 501(c )(3) | Environmental | $11,860 |
| Power Book Bags | Suttons Bay, MI | 501(c )(3) | Youth Development | $11,640 |
| Sharecare of Leelanau | Leland, MI | 501(c )(3) | Health Related | $11,560 |
| Goodwill Industries of Northern Michigan | Traverse City, MI | 501(c )(3) | Human Services | $11,260 |
| Acme Township | Williamsburg, MI | Govt | Environmental | $11,160 |
| Traverse City Area Public Schools | Traverse City, MI | Govt | Education | $10,770 |
| Father Fred Foundation | Traverse City, MI | 501(c )(3) | Human Services | $10,500 |
| Frankfort Elberta Area Schools | Frankfort, MI | Govt | Education | $10,450 |
| American Red Cross Northern Mi Chapter | Traverse City, MI | 501(c )(3) | Human Services | $10,000 |
| Elk Rapids Senior High School | Elk Rapids, MI | Govt | Education | $10,000 |
| Forest Area Community Schools | Fife Lake, MI | Govt | Education | $10,000 |
| Kalkaska High School | Kalkaska, MI | Govt | Education | $10,000 |
| Kingsley Area Schools | Kingsley, MI | Govt | Education | $10,000 |
| Young Marines of Traverse City | Elk Rapids, MI | 501(c )(3) | Youth Development | $10,000 |
| Grand Traverse Dyslexia Association | Traverse City, MI | 501(c )(3) | Youth Development | $9,700 |
| Glen Arbor Arts Center | Glen Arbor, MI | 501(c )(3) | Arts, Culture | $9,300 |
| Writers Series of Traverse City | Traverse City, MI | 501(c )(3) | Arts, Culture | $9,200 |
| MICHAEL'S PLACE | Traverse City, MI | 501(c )(3) | Youth Development | $8,500 |
| Ronald Mcdonald House of Western Michigan | Grand Rapids, MI | 501(c )(3) | Youth Development | $8,500 |
| Interlochen Center for the Arts | Interlochen, MI | 501(c )(3) | Arts, Culture | $8,400 |
| Antrim County | Bellaire, MI | Govt | Environmental | $8,180 |
| Grand Traverse Commission on Aging | Traverse City, MI | Govt | Health Related | $8,040 |
| Historic Elk Rapids Town Hall Association | Elk Rapids, MI | 501(c )(3) | Community Enrichment | $8,000 |
| Willoughby Rotary Foundation | Frankfort, MI | 501(c )(3) | Education | $7,825 |
| Traverse City Music Boosters | Traverse City, MI | 501(c )(3) | Youth Development | $7,800 |
| Trinity Lutheran Church | Traverse City, MI | 501(c )(3) | Youth Development | $7,500 |
| Central Lake District Library | Central Lake, MI | Govt | Arts, Culture | $7,370 |
| Michigan Legacy Art Park | Thompsonville, MI | 501(c )(3) | Arts, Culture | $6,900 |
| Traverse Area Community Sailing | Traverse City, MI | 501(c )(3) | Recreation & Sports | $6,900 |
| Project Feed the Kids | Traverse City, MI | 501(c )(3) | Human Services | $6,875 |
| Launch to Leadership of Northern Michigan | Elk Rapids, MI | 501(c )(3) | Youth Development | $6,650 |
| First Congregational Church of Central Lake | Central Lake, MI | 501(c )(3) | Religious & Spiritual Development | $6,520 |
| Addiction Treatment Services Inc | Traverse City, MI | 501(c )(3) | Human Services | $6,500 |
| Mashup Rock & Roll Musical | Interlochen, MI | 501(c )(3) | Arts, Culture | $6,500 |
| Benzie Area Christian Neighbors | Benzonia, MI | 501(c )(3) | Youth Development | $6,494 |
| GRAND TRAVERSE AREA CHILDREN'S GARDEN | Traverse City, MI | 501(c )(3) | Youth Development | $6,390 |
| Maritime Heritage Alliance | Traverse City, MI | 501(c )(3) | Youth Development | $6,390 |
| Grass River Natural Area Inc | Bellaire, MI | 501(c )(3) | Environmental | $6,370 |
| Railroad Point Natural Area | Beulah, MI | Govt | Environmental | $6,330 |
| Interlochen Public Radio | Interlochen, MI | 501(c )(3) | Arts, Culture | $6,290 |
| Maraschino Music | Traverse City, MI | 501(c )(3) | Arts, Culture | $6,165 |
| Experiential Ink | Bellaire, MI | 501(c )(3) | Youth Development | $6,000 |
| Warm Hearts Foundation | Grand Rapids, MI | 501(c )(3) | Education | $6,000 |
| Pine Rest Christian Mental Health Services | Grand Rapids, MI | 501(c )(3) | Health Related | $5,550 |
| Zonta Club of Traverse City Service Fund | Traverse City, MI | 501(c )(3) | Human Services | $5,540 |
| Elk-skegemog Lakes Association | Williamsburg, MI | 501(c )(3) | Environmental | $5,520 |
| Friends of the Garden Theater | Frankfort, MI | 501(c )(3) | Arts, Culture | $5,460 |
| Benzie Area Symphony Orchestra | Frankfort, MI | 501(c )(3) | Arts, Culture | $5,400 |
| Grow Benzie | Benzonia, MI | 501(c )(3) | Human Services | $5,250 |
| Northern Michigan Catholic Foundation | Traverse City, MI | 501(c )(3) | Religious & Spiritual Development | $5,180 |
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
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
- Yes
- 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 B, Line 11B
“Members of the board of directors are provided copies for their review via email. These documents are also presented for review by the finance committee and for discussion and acceptance by the executive committee prior to filing.”
Form 990, Part VI, Section B, Line 12C
“The organization administers signed conflict of interest surveys which are required each year from their board members.”
Form 990, Part VI, Section B, Line 15
“The president/chief executive officer compensation is reviewed and approved by the administrative review committee of the board. The president/chief executive officer reviews and approves all other staff compensation.”
Form 990, Part VI, Section C, Line 19
“Documentation is provided on the organizations website and upon request at our office.”
Filing and Contact Details
Filer
- Filer Name
- Grand Traverse Regional Community
- EIN
- 38-3056434
- Phone
- 2319354066
- Address
- 800 COTTAGEVIEW DRIVE SUITE 1040, TRAVERSE CITY, MI 49684
Signing Officer
- Name
- Beth Dunckel
- Title
- Treasurer
- Phone
- 2319354066
- Signed
- 2025-04-21
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Beth Dunckel
- Formed
- 1992
- Legal Domicile
- Mi
- Voting Board Members
- 31
- Independent Board Members
- 31
- Employees
- 11
- Volunteers
- 200
Preparer
- Firm
- Dgn LLC
- Address
- PO BOX 947, TRAVERSE CITY, MI 49685-0947
- Preparer
- Heidi Wendel CPA
- Phone
- 2319461722
Supplemental Narrative
Additional Explanations
FORM 990, PART XII, LINE 2C:
“Members of the board of directors are provided copies for their review via email. These documents are also presented for review by the finance committee and for discussion and acceptance by the executive committee prior to filing.”
Financial Statement Notes
PART V, LINE 4:
“To facilitate, promote and serve the five-county region by providing, to qualified entities, grants that benefit community enrichment, cultural arts, environmental, youth, and educational programs.”
PART X, LINE 2:
“The internal revenue service has determined that the foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. Also, the foundation has been certified as a community foundation by the state of michigan and has received determination as an "other than private foundation" under section 170(b)(1)(a)(vi) of the internal revenue code. Accordingly, no provision for income taxes has been recorded in the accompanying financial statements. The foundation files information returns in the u.s. Federal jurisdiction. With few exceptions, the foundation is no longer subject to u.s. Federal examinations by tax authorities for years before december 31, 2021.”
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 57701 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | WE INVEST IN THE PEOPLE & PLACES OF OUR REGION AND STEWARD COMMUNITY ASSETS FOR LASTING IMPACT. |
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| IRS990/AdvertisingGrp/TotalAmt | 0 | 95549 |
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| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
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| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | TRAVERSE CITY |
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| IRS990/Desc | 0 | THE FOUNDATION PROVIDES COMMUNITY SERVICE AND SUPPORT BY PROVIDING GRANTS TO 501(C)(3) NONPROFIT, MUNICIPAL, TRIBAL AND EDUCATIONAL PARTNERS WITH A FOCUS ON LOCAL IMPACT IN THE COMMUNITIES THROUGHOUT ITS REGION. THE FOUNDATION SERVES ANTRIM, BENZIE, GRAND TRAVERSE, KALKASKA, AND LEELANAU COUNTIES, AS WELL AS THE GRAND TRAVERSE BAND OF OTTAWA AND CHIPPEWA INDIANS, A FEDERALLY RECOGNIZED TRIBE. |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 22 | X |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 24 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 25 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 26 | X |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CASH COOK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JURGEN GRISWOLD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MARK IRWIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BARBARA MATTHEWS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DAN PHILLIPS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ROYCE RAGLAND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | MEGAN ROYLE CARRELLA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | ELISE LOUD |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | PHYLLIS KLADDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | CHRIS MACINNES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | CAROL MARSH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | ANN STREHLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | SUZANNE MILLER ALLEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | JOHN BERCINI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | ANNIE DEVRIES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | DAMIAN LOCKHART |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | RACHAEL BIRGY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | LAUREN CLARK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 22 | RICK HEITMEYER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 23 | CARI JO ROBERTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 24 | ANDI HALPIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 25 | TERRY BEAMSLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 26 | MARSHALL COLLINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 27 | KIRA DAVIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 28 | EDWARD LANPHIER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 29 | RANVE MARTINSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 30 | LARRY NELSON |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 32 | ALISON METIVA |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 22 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 23 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 24 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 25 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 26 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 27 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 28 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 29 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 30 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 31 | PRESIDENT AND CHIEF EXECUT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 32 | CHIEF OPERATING OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 33 | VICE PRESIDENT COMMUNITY IMPACT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1992 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 4175319 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 31 |
| IRS990/GrantAmt | 0 | 3246008 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 63845 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 35375 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 457725 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 457725 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 3309218 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 3309218 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 11239247 |
| IRS990/GrossReceiptsAmt | 0 | 16929235 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 31 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 33634 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 19189 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 25660 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 78483 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 3837 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 2189 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 2928 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 8954 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 3011808 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3011808 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 1000000 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 2000000 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 93940335 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 101995939 |
| IRS990/IRPDocumentCnt | 0 | 16 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 56188 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 823160 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 789949 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 846137 |
| IRS990/LegalDomicileStateCd | 0 | MI |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 7063928 |
| 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 | WE INVEST IN THE PEOPLE AND PLACES OF OUR REGION AND STEWARD COMMUNITY ASSETS FOR LASTING IMPACT. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 96027159 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 105324424 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4175319 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 4175319 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 4873655 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1469069 |
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