Civic Intelligence

Grand Traverse Regional Community Foundation

990 • Fiscal year 2019 • EIN 38-3056434

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 29, 2020

Organization ProfileWWW.GTRCF.ORG

View Organization Page

223 Lake Avenue Suite BTraverse City, MI 49684

(231) 935-4066

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.02x

Higher debt load relative to revenue than 7% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

59th percentile

6.0%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

9th percentile

$126,052

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$68,084,092

Up $10,155,016 (+18%) from 2018

Net Assets

Up

$67,967,501

Up $10,140,079 (+18%) from 2018

Liabilities

Up

$116,591

Up $14,937 (+15%) from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin59th percentile

Revenue

Down

$4,928,465

Down $1,801,463 (-27%) from 2018

Expenses

Up

$4,630,638

Up $888,227 (+24%) from 2018

Net Income

Down

$297,827

Down $2,689,690 (-90%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $45,091,826Liabilities 2011: $76,947Net Assets 2011: $45,014,8792011Assets 2012: $51,932,338Liabilities 2012: $60,353Net Assets 2012: $51,871,9852012Assets 2013: $52,104,808Liabilities 2013: $41,828Net Assets 2013: $52,062,9802013Assets 2014: $52,346,125Liabilities 2014: $243,838Net Assets 2014: $52,102,2872014Assets 2015: $49,421,780Liabilities 2015: $86,318Net Assets 2015: $49,335,4622015Assets 2016: $54,018,772Liabilities 2016: $280,245Net Assets 2016: $53,738,5272016Assets 2017: $61,091,836Liabilities 2017: $80,134Net Assets 2017: $61,011,7022017Assets 2018: $57,929,076Liabilities 2018: $101,654Net Assets 2018: $57,827,4222018Assets 2019: $68,084,092Liabilities 2019: $116,591Net Assets 2019: $67,967,5012019Assets 2020: $90,284,879Liabilities 2020: $153,483Net Assets 2020: $90,131,3962020Assets 2021: $104,188,633Liabilities 2021: $114,169Net Assets 2021: $104,074,4642021Assets 2022: $86,232,237Liabilities 2022: $75,677Net Assets 2022: $86,156,5602022Assets 2023: $96,120,361Liabilities 2023: $93,202Net Assets 2023: $96,027,1592023Assets 2024: $105,417,500Liabilities 2024: $93,076Net Assets 2024: $105,324,4242024

Highlighted filing

2019

Assets$68,084,092
Liabilities$116,591
Net Assets$67,967,501
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,230,166Expenses 2011: $1,194,092Net Income 2011: $3,036,0742011Revenue 2012: $7,113,356Expenses 2012: $2,430,791Net Income 2012: $4,682,5652012Revenue 2013: $8,469,070Expenses 2013: $8,009,074Net Income 2013: $459,9962013Revenue 2014: $6,027,540Expenses 2014: $6,383,191Net Income 2014: -$355,6512014Revenue 2015: $2,809,904Expenses 2015: $3,399,700Net Income 2015: -$589,7962015Revenue 2016: $5,124,530Expenses 2016: $3,295,223Net Income 2016: $1,829,3072016Revenue 2017: $4,377,594Expenses 2017: $3,352,705Net Income 2017: $1,024,8892017Revenue 2018: $6,729,928Expenses 2018: $3,742,411Net Income 2018: $2,987,5172018Revenue 2019: $4,928,465Expenses 2019: $4,630,638Net Income 2019: $297,8272019Revenue 2020: $17,926,283Expenses 2020: $5,129,814Net Income 2020: $12,796,4692020Revenue 2021: $9,434,552Expenses 2021: $4,743,236Net Income 2021: $4,691,3162021Revenue 2022: $5,051,685Expenses 2022: $4,956,807Net Income 2022: $94,8782022Revenue 2023: $4,933,351Expenses 2023: $5,203,080Net Income 2023: -$269,7292023Revenue 2024: $9,865,307Expenses 2024: $5,441,697Net Income 2024: $4,423,6102024

Highlighted filing

2019

Revenue$4,928,465
Expenses$4,630,638
Net Income$297,827
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 29, 2020
Return Version
2019v5.1
Gross Receipts
$9,508,975
Mission and Program Overview

Mission

To facilitate, promote and serve philanthropy and permanent endowments, thereby enhancing the quality of life in its five-county region.

To provide charitable assistance to the five-county grand traverse area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$56,166,571$65,800,791▲ $9,634,220
Savings and Temporary Cash Investments$1,048,361$1,339,446▲ $291,085
Cash and Non-Interest-Bearing Accounts$143,929$196,655▲ $52,726
Pledges and Grants Receivable$12,267$9,400▼ $2,867
Accounts Receivable$2,948$3,800▲ $852
Total Assets$57,929,076$68,084,092▲ $10,155,016
Other Assets Total$555,000$734,000▲ $179,000
Liabilities
Grants Payable$80,596$86,604▲ $6,008
Accounts Payable and Accrued Expenses$21,058$29,987▲ $8,929
Total Liabilities$101,654$116,591▲ $14,937
Net Assets / Fund Balance
Net Assets With Donor Restrictions$57,423,997$67,591,924▲ $10,167,927
Net Assets Without Donor Restrictions$403,425$375,577▼ $27,848
Total Net Assets Fund Balance$57,827,422$67,967,501▲ $10,140,079
Total Liabilities and Net Assets / Fund Balance$57,929,076$68,084,092▲ $10,155,016

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$54,077,539$2,351,234▲ $10,958,885$52,490$64,291,070
2018$57,455,984$3,406,869▼ $3,955,071$14,012$54,077,539
2017$50,740,030$1,487,974▲ $7,854,617$32,091$57,455,984
2016$46,714,583$2,350,015▲ $4,015,519$107,579$50,740,030
2015$48,710,575$1,254,445▼ $1,007,087$48,723$46,714,583
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MengebierPresident and ChiefFT$116,900$9,152$126,052

Board Members and Trustees

NameTitle
Roger PerryChair
Amy SchindlerVice Chair
Amy BurkDirector
Andi WagenschutzDirector
Ann NeuenschwanderDirector
Annie DevriesDirector
Bill SmithDirector
Carol MarshDirector
Cash CookDirector
Damian LockhartDirector
Ed ArbutDirector
Janet SietingDirector
Joanne CookDirector
Joe ShortDirector
Jon HawleyDirector
Laura AsialaDirector
Marina AscioneDirector
Marty ColburnDirector
Mary PetersonDirector
Matt DavisDirector
Peachy RentenbachDirector
Peter FinchDirector
REX O'CONNORDirector
Rachael BirgyDirector
Ranve MartinsonDirector
Rich HannanDirector
Royce RaglandDirector
Sara BrubakerDirector
Terry BeamsleyDirector
Troy StobertDirector
Troy TerwilligerDirector
Linda KehrSecretary
Beth DunckelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,476,837
Program Service Revenue
$0
Investment Income
$1,451,422
Other Revenue
$206
All Other Contributions
$3,476,837
Change in Net Assets
$297,827

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded16$1,250,284Fair Market Value (FMV)
Total Noncash Contributions16$1,250,284-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,865,564
Revenue Not Reported on Financial Statements
$62,901
Revenue Not Reported on Form 990
$9,842,252
Total Revenue per Audited Statements
$14,707,816
Total Revenue per Form 990
$4,928,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,297,351
Salaries, Compensation, and Employee Benefits$726,154
Other Expenses$607,133
Total Fundraising Expense$292,599
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,049,486--$3,049,486
Other Salaries and Wages$193,321$187,313$98,767$479,401
Grants to Domestic Individuals$247,865--$247,865
Fees for Services Management$139,563$3,500$3,700$146,763
Current Officers, Directors, Trustees, and Key Employees$40,915$40,915$35,070$116,900
Advertising$17,577-$68,743$86,320
Occupancy$24,747$24,111$14,139$62,997
Fees for Service Investment Mgmnt Fees-$62,901-$62,901
Information Technology$21,299$19,434$12,569$53,302
Pension Plan Contributions$17,699$17,328$11,029$46,056
Payroll Taxes$17,205$16,764$9,831$43,800
Other Employee Benefits$11,620$23,365$5,012$39,997
Office Expenses$10,133$16,547$10,192$36,872
Conferences and Meetings$15,830$4,034$7,516$27,380
Fees for Services Accounting-$18,293-$18,293
Other Expenses$20$12,113$150$12,283
Travel$4,407$721$582$5,710
Insurance-$5,304-$5,304
Royalties$4,400--$4,400
Fees for Services Legal-$4,075-$4,075
Total Functional Expenses$3,881,321$456,718$292,599$4,630,638

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,630,638
Expenses per Audited Statements$4,567,737
Total Expenses per Audited Statements$4,567,737
Expenses Not Reported on Financial Statements$62,901
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Traverse City & Garfield Twp Recreation AuthorityTraverse City, MIGovtRoad & Storm Water Project at Historic Barns Park$239,119
Benzie Shores District LibraryFrankfort, MI501(c)(3)Support for Library Expansion Project Fund$150,000
Friends of Benzie Shores District LibraryFrankfort, MI501(c)(3)Support for Library Expansion Project Fund$125,000
Northwest Michigan Community Action AgencyTraverse City, MI501(c)(3)2019/2020 Preschool$90,000
Paul Oliver Memorial HospitalFrankfort, MI501(c)(3)Cardio-respiratory Monitors$90,000
Bay Community Theatre OrganizationSuttons Bay, MI501(c)(3)Daf Grant for Suttons Bay Theatre Bldg Purchase$75,000
Central Lake Public SchoolsCentral Lake, MIGovt2019/2020 Trojancare and Preschool Support Svcs$67,785
Central Lake Public SchoolsCentral Lake, MIGovtSupport for Early Childhood Programs & Services$67,784
Northwest Michigan Community Action AgencyTraverse City, MI501(c)(3)Early Childhood Coordinator in Central Lake$65,372
TcapsTraverse City, MIGovtGenerations Ahead Program Support$51,500
Benzie Area Christian NeighborsBenzonia, MI501(c)(3)Daf Grant for Capital Campaign$50,000
El Grupo Norte Youth CyclingTraverse City, MI501(c)(3)Grant to Support Org. Capacity Building and Growth$50,000
TcapsTraverse City, MIGovtGenerations Ahead Program Support$50,000
Central Lake Public SchoolsCentral Lake, MIGovtSupport for Summer Programming$41,150
Grand Traverse Bay YmcaTraverse City, MI501(c)(3)Support for Splash Swim Program 2019$40,000
Grand Traverse Bay YmcaTraverse City, MI501(c)(3)Donor-advised Grant for Splash Swim Program$40,000
WOMEN'S RESOURCE CENTER OF NMPetoskey, MI501(c)(3)Support for Playgroup Facilitator in Central Lake$32,287
Grand Traverse Regional Land ConservancyTraverse City, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$30,294
Charlevoix Emmet Intermediate School DistrictCharlevoix, MIGovtSupport for Great Start Collab. in Central Lake$30,000
ST PHILIP'S EPISCOPAL CHURCHBeulah, MI501(c)(3)For Kitchen Remodeling Project$25,000
Bay Community Theatre OrganizationSuttons Bay, MI501(c)(3)Grant for Bay Community Theatre Organization$24,882
Grand Traverse Regional Land ConservancyTraverse City, MI501(c)(3)Daf Grant for Arcadia Marsh Ua Trail$24,326
20 FathomsTraverse City, MI501(c)(3)Supporting Health Spark Program$24,000
Tart TrailsTraverse City, MI501(c)(3)Leelanau Trail Maintenance$23,750
Fishtown Preservation Society IncLeland, MI501(c)(3)Donor-advised Grant for General Support$20,000
Inland Seas Education AssociationSuttons Bay, MI501(c)(3)Donor-advised Grant for General Support$20,000
Leelanau Christian NeighborsLake Leelanau, MI501(c)(3)Donor-advised Grant Support for Lcn Merger Fund$20,000
Northwestern Michigan College FoundationTraverse City, MI501(c)(3)Support Martha M Yocum Aviation Endowed Scholarship$20,000
Grand Traverse Pavilions FoundationTraverse City, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$18,020
LEELANAU CHILDREN'S CENTER INCLeland, MI501(c)(3)Donor-advised Grant for General Support$18,006
Old Town PlayhouseTraverse City, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$17,906
Friends of Point Betsie LighthouseFrankfort, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$17,865
TcapsTraverse City, MIGovtGenerations Ahead Program$17,182
United Way of Northwest MichiganTraverse City, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$15,363
Cherryland Humane SocietyTraverse City, MI501(c)(3)Donor-advised Grant for General Support$15,000
First Congregational Church - TcTraverse City, MI501(c)(3)Donor Advised Grant for General Support$15,000
Grand Traverse Regional Land ConservancyTraverse City, MI501(c)(3)Donor-advised Grant for General Support$15,000
Grand Traverse Regional Land ConservancyTraverse City, MI501(c)(3)Donor Advised Grant for General Support$15,000
Munson Healthcare FoundationsTraverse City, MI501(c)(3)Donor-advised Grant for General Support$15,000
NEWTON'S ROADTraverse City, MI501(c)(3)Donor Advised Fund Grant for General Support$15,000
TcapsTraverse City, MIGovtMovement Lab at Central Grade School$15,000
Grand Traverse Pavilions FoundationTraverse City, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$14,783
Traverse Health Clinic and CoalitionTraverse City, MI501(c)(3)Access to Mental Health Services$14,112
Grand Traverse Conservation DistrictTraverse City, MI501(c)(3)Support for Boardman River Stewardship$14,078
Leland Public SchoolLeland, MIGovtDonor-advised Grant for Scholarships Support 2019$14,000
Mills Community House AssociationBenzonia, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$13,802
The Maples Benzie Cnty Medical Care FacilityFrankfort, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$13,737
Boy Scouts of America President Ford Service CouncilTraverse City, MI501(c)(3)Donor-advised Grant for Local Scouting$13,000
Munson Healthcare FoundationsTraverse City, MI501(c)(3)Daf Grant for Operating Room Additions$13,000
Munson Healthcare FoundationsTraverse City, MI501(c)(3)Donor-advised Support for Family Birth & Children Center$12,500
SeedsTraverse City, MI501(c)(3)Support for Clean Energy Program$12,500
Grand Traverse County Sheriffs OfficeTraverse City, MIGovtPractice Equipment for Camp Pugsley Range$12,443
Frankfort-elberta Area Schools Ed FoundationFrankfort, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$12,161
Grand Traverse Regional Land ConservancyTraverse City, MI501(c)(3)Donor-advised Grant for Mitchell Creek Preserve$12,000
Northwestern Michigan College FoundationTraverse City, MI501(c)(3)Donor Advised Grant Forward by Faith$12,000
Leelanau Community Cultural CenterLeland, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$10,943
Glen Lake AssociationGlen Arbor, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$10,253
Acme TownshipWilliamsburg, MIGovtGrant to Fulfill Purpose of Designated Endowment$10,003
Big Brothers & Big Sisters of Northwestern MichiganTraverse City, MI501(c)(3)Building a Bigger Future for Children in Need$10,000
Boy Scouts of America Michigan Crossroads CouncilFlint, MI501(c)(3)Donor-advised Grant for General Support$10,000
Cherryland Humane SocietyTraverse City, MI501(c)(3)Donor Advised Grant for General Support$10,000
Child & Family Services of Nw MichiganTraverse City, MI501(c)(3)Youthwork Conservation Corps$10,000
Father Fred FoundationTraverse City, MI501(c)(3)Donor-advised Grant for General Support$10,000
Friends of Point Betsie LighthouseFrankfort, MI501(c)(3)Donor-advised Grant for Capital Campaign$10,000
Goodwill Inn and Homeless Services of N MiTraverse City, MI501(c)(3)Donor-advised Grant for General Support$10,000
Grand Traverse Area Catholic SchoolsTraverse City, MI501(c)(3)Robotics$10,000
Leelanau ConservancyLeland, MI501(c)(3)Donor-advised Grant Support of Palmer Fern Garden$10,000
Munson Healthcare FoundationsTraverse City, MI501(c)(3)Support for Family Birth & Children Center$10,000
Salvation Army - Traverse CityTraverse City, MI501(c)(3)Donor-advised Grant for General Support$10,000
Traverse Health Clinic and CoalitionTraverse City, MI501(c)(3)Donor-advised Grant for General Support$10,000
Traverse Symphony OrchestraTraverse City, MI501(c)(3)Donor-advised Grant for Season Support$10,000
WOMEN'S RESOURCE CENTERTraverse City, MI501(c)(3)Donor-advised Grant for General Support$10,000
Old Mission Peninsula SchoolTraverse City, MI501(c)(3)Donor Advised Grant for General Support$8,950
Child & Family Services of Nw MichiganTraverse City, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$8,760
Traverse City High SchoolTraverse City, MIGovtSupport for Clc Summer Work Program$8,000
Sharecare of LeelanauLake Leelanau, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$7,326
Traverse Symphony OrchestraTraverse City, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$7,309
Antrim CountyBellaire, MIGovtGrant to Fulfill Purpose of Designated Endowment$7,070
Grand Traverse Regional Land ConservancyTraverse City, MI501(c)(3)Donor-advised Grant for General Support$7,000
Northwest Michigan Community Action AgencyTraverse City, MI501(c)(3)Northwest Food Coalition- Farm 2 Neighbor$7,000
Gt Commission on AgingTraverse City, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$6,961
Brickways Comm Living CntrTraverse City, MI501(c)(3)Daf Grant for Renovation 803a Fern St$6,663
First Congregational Church - TcTraverse City, MI501(c)(3)Donor Advised Grant for General Support$6,663
Friends of the Betsie Valley TrailBeulah, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$6,183
City of PetoskeyPetoskey, MIGovtSustainability / Resiliency Plan Development$6,000
Resurrection Lutheran ChurchOro Valley, AZ501(c)(3)Donor-advised Grant for General Support$5,700
TcapsTraverse City, MIGovtGrant to Fulfill Purpose of Designated Endowment$5,265
Railroad Point Natural AreaBeulah, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$5,199
Grass River Natural Area IncBellaire, MI501(c)(3)Grant to Fulfill Purpose of Designated Endowment$5,037
Acme Christian Thrift Store & Food PantryTraverse City, MI501(c)(3)Acts Parking Lot Maintenance and Improvement$5,000
American Diabetes AssociationMerrifield, VA501(c)(3)DAF GRANT FOR '20 CAMP MIDICHA SCHOLARSHIPS$5,000
American Red Cross Northern Mi ChapterTraverse City, MI501(c)(3)Donor-advised Grant for General Support$5,000
Angel Care Child Care IncTraverse City, MI501(c)(3)Donor Advised Grant for Family Scholarships$5,000
Benzie Area Christian NeighborsBenzonia, MI501(c)(3)Bundle Up Project$5,000
Benzie Central SchoolsBenzonia, MIGovtChrome Books for Kids$5,000
Brickways FoundationTraverse City, MI501(c)(3)Donor-advised Grant for General Support$5,000
Central Lake Public SchoolsCentral Lake, MIGovtSupport for Literacy Consultant for Pre-k Thru 2$5,000
Child & Family Services of Nw MichiganTraverse City, MI501(c)(3)Youthwork Conservation Corps$5,000
City of CharlevoixCharlevoix, MIGovtSustainability Plan Development$5,000
Doctors Without Borders (usa)New York, NY501(c)(3)Donor-advised Grant for General Support$5,000
Grand Traverse Bay YmcaTraverse City, MI501(c)(3)Donor-advised Grant for General Support$5,000
Grand Traverse Bay YmcaTraverse City, MI501(c)(3)Safety Around Water Program$5,000
Grand Traverse Regional Land ConservancyTraverse City, MI501(c)(3)Donor-advised Grant for General Support$5,000
Groundwork Center for Resilient CommunitiesTraverse City, MI501(c)(3)Solar on Schools Project$5,000
Inland Seas Education AssociationSuttons Bay, MI501(c)(3)Donor-advised Grant for General Support$5,000
Interlochen Center for the ArtsInterlochen, MI501(c)(3)Donor-advised Grant for General Support$5,000
Interlochen Center for the ArtsInterlochen, MI501(c)(3)Daf for Archive Project$5,000
Interlochen Public RadioInterlochen, MI501(c)(3)Operational Support$5,000
Leelanau County Family Coordinating CouncilTraverse City, MI501(c)(3)Donor-advised Grant for Laundry Project$5,000
Leland Public SchoolLeland, MIGovtDonor-advised Grant Support for Verdier Circle$5,000
Michigan Environmental CouncilLansing, MI501(c)(3)Support for Clean Energy Program$5,000
Michigan State UniversityEast Lansing, MI501(c)(3)Donor-advised Grant for Support of the Engineering Department$5,000
Mobilized Youth MinistriesTraverse City, MI501(c)(3)Troop Mi2818$5,000
Munson Healthcare FoundationsTraverse City, MI501(c)(3)Donor Advised Grant for General Support$5,000
Northwest Michigan Health Services IncTraverse City, MI501(c)(3)Daf Grant for Panoramic Dental X-ray Eqmnt$5,000
Northwestern Michigan College FoundationTraverse City, MI501(c)(3)Donor-advised Grant for General Support$5,000
Paddle AntrimElk Rapids, MI501(c)(3)Chain of Lakes Water Trail$5,000
Paddle AntrimElk Rapids, MI501(c)(3)Chain of Lakes Water Trail$5,000
Planned Parenthood of MichiganAnn Arbor, MI501(c)(3)Donor-advised Grant for General Support$5,000
Soaring Unlimited HaitiHolt, MI501(c)(3)Donor-advised Grant for General Support$5,000
TRAVERSE BAY CHILDREN'S ADVOCACY CENTERTraverse City, MI501(c)(3)Support for Sexual Abuse Prevention in Sports$5,000
Traverse City Tritons RowingTraverse City, MI501(c)(3)Additional Oars to Increase Program Capacity$5,000
United Way of Northwest MichiganTraverse City, MI501(c)(3)Donor-advised Grant for General Support$5,000
Vasa Ski ClubSuttons Bay, MI501(c)(3)Nordic Rocks 2.0 Program Expansion and Improvement$5,000
Venture North Funding & DevelopmentTraverse City, MI501(c)(3)Mobile Dental Svcs Van for Betsie Valley Cc$5,000
Young Marines of Traverse CityInterlochen, MI501(c)(3)General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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's finance committee are presented with the annual audited financial statements and irs 990 tax filing each year as part of their regular meeting agenda.”

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 and key employee compensation is reviewed and approved by the administrative review committee of the board based on an annual approved work plan.”

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
223 LAKE AVENUE SUITE B, TRAVERSE CITY, MI 49684

Signing Officer

Name
Beth Dunckel
Title
Treasurer
Phone
2319354066
Signed
2020-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Dunckel
Formed
1992
Legal Domicile
Mi
Voting Board Members
33
Independent Board Members
33
Employees
10
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 XI, LINE 9:

“Change in value of beneficial interest in charitable remainder trust 179,000.”

Part XII Line 2C

“No changes from prior year.”

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, 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of charitable remainder trust 179,000.”

Raw XML AppendixShowing 400 of 1,930 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/MissionDesc0TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITIES, NOW AND FOREVER, BY SERVING AS A LEADER OF LOCAL PHILANTHROPY.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,084,092
Liabilities
$116,591
Net assets
$67,967,501
Revenue
$4,928,465
Expenses
$4,630,638
Net income
$297,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$0.09$105$9.87$5.44$4.42
2023Detailed filing. Detailed filing data is available for this year.$96.1$0.09$96.0$4.93$5.20$0.27
2022Detailed filing. Detailed filing data is available for this year.$86.2$0.08$86.2$5.05$4.96$0.09
2021Detailed filing. Detailed filing data is available for this year.$104$0.11$104$9.43$4.74$4.69
2020Detailed filing. Detailed filing data is available for this year.$90.3$0.15$90.1$17.9$5.13$12.8
2019Detailed filing. Detailed filing data is available for this year.$68.1$0.12$68.0$4.93$4.63$0.30
2018Detailed filing. Detailed filing data is available for this year.$57.9$0.10$57.8$6.73$3.74$2.99
2017Detailed filing. Detailed filing data is available for this year.$61.1$0.08$61.0$4.38$3.35$1.02
2016Detailed filing. Detailed filing data is available for this year.$54.0$0.28$53.7$5.12$3.30$1.83
2015Detailed filing. Detailed filing data is available for this year.$49.4$0.09$49.3$2.81$3.40$0.59
2014Summary only. Only limited summary data is available for this year.$52.3$0.24$52.1$6.03$6.38$0.36
2013Summary only. Only limited summary data is available for this year.$52.1$0.04$52.1$8.47$8.01$0.46
2012Summary only. Only limited summary data is available for this year.$51.9$0.06$51.9$7.11$2.43$4.68
2011Summary only. Only limited summary data is available for this year.$45.1$0.08$45.0$4.23$1.19$3.04