Civic Intelligence

Grand Traverse Regional Community Foundation

990 • Fiscal year 2023 • EIN 38-3056434

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

Organization ProfileWWW.GTRCF.ORG

View Organization Page

800 Cottageview Drive Suite 1040Traverse 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.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

7th percentile

0.02x

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

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

25th percentile

-5.5%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$170,627

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-2.3%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$96,120,361

Up $9,888,124 (+11%) from 2022

Net Assets

Up

$96,027,159

Up $9,870,599 (+11%) from 2022

Liabilities

Up

$93,202

Up $17,525 (+23%) from 2022

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin25th percentile

Revenue

Down

$4,933,351

Down $118,334 (-2.3%) from 2022

Expenses

Up

$5,203,080

Up $246,273 (+5.0%) from 2022

Net Income

Down

-$269,729

Down $364,607 (-384%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2023

Assets$96,120,361
Liabilities$93,202
Net Assets$96,027,159
Open 2023 Filing

Operations Trend

Revenue Growth34th 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

2023

Revenue$4,933,351
Expenses$5,203,080
Net Income-$269,729
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Gross Receipts
$11,608,252
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.

We invest in the people and places of our region and steward assets for lasting impact.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$85,231,199$93,940,335▲ $8,709,136
Investments Other Securities$750,000$1,000,000▲ $250,000
Land, Buildings, and Equipment, Net$0$823,160▲ $823,160
Cash and Non-Interest-Bearing Accounts$211,291$206,866▼ $4,425
Savings and Temporary Cash Investments$23,739$150,000▲ $126,261
Prepaid Expenses and Deferred Charges$16,008--
Total Assets$86,232,237$96,120,361▲ $9,888,124
Liabilities
Grants Payable$45,494$63,845▲ $18,351
Accounts Payable and Accrued Expenses$30,183$29,357▼ $826
Total Liabilities$75,677$93,202▲ $17,525
Net Assets / Fund Balance
Net Assets With Donor Restrictions$84,849,975$94,558,090▲ $9,708,115
Net Assets Without Donor Restrictions$1,306,585$1,469,069▲ $162,484
Total Net Assets Fund Balance$86,156,560$96,027,159▲ $9,870,599
Total Liabilities and Net Assets / Fund Balance$86,232,237$96,120,361▲ $9,888,124

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$615,192$14,808$630,000
Other Land Buildings$132,120$4,556$136,676
Equipment$75,848$3,613$79,461

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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$13,666,701▲ $11,496,216$284,049$86,765,954
2019$54,077,539$2,351,234▲ $10,958,885$52,490$64,291,070
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dave MengebierPresident and Chief ExecutFT$158,173$12,454$170,627

Board Members and Trustees

NameTitle
Jerry RingChair
Laura AsialaVice Chair
Andi HalpinDirector
Ann StrehleDirector
Annie DevriesDirector
Barbara MatthewsDirector
Cari Jo RobertsDirector
Carol MarshDirector
Chris MacinnesDirector
Damian LockhartDirector
Dan PhillipsDirector
Edward LanphierDirector
Elise CraftsDirector
Joanne CookDirector
John BerciniDirector
Jurgen GriswoldDirector
Kira DavisDirector
Laris GalejsDirector
Larry NelsonDirector
Lauren ClarkDirector
Mark IrwinDirector
Marshall CollinsDirector
Megan Royle CarrellaDirector
Phyllis KladderDirector
Rachael BirgyDirector
Ranve MartinsonDirector
Rick HeitmeyerDirector
Royce RaglandDirector
Suzanne Miller AllenDirector
Terry BeamsleyDirector
Cash CookSecretary
Beth DunckelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,260,688
Program Service Revenue
$0
Investment Income
$3,672,663
Other Revenue
$0
All Other Contributions
$1,260,688
Change in Net Assets
$-269,729

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 Traded4$54,279Fair Market Value (FMV)
Total Noncash Contributions4$54,279-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,846,980
Revenue Not Reported on Financial Statements
$86,371
Revenue Not Reported on Form 990
$10,140,328
Total Revenue per Audited Statements
$14,987,308
Total Revenue per Form 990
$4,933,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,554,989
Salaries, Compensation, and Employee Benefits$1,066,251
Total Fundraising Expense$681,065
Other Expenses$581,840
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,131,878--$3,131,878
Other Salaries and Wages$227,211$158,991$304,927$691,129
Grants to Domestic Individuals$423,111--$423,111
Current Officers, Directors, Trustees, and Key Employees$52,719$52,735$52,719$158,173
Advertising--$115,444$115,444
Fees for Service Investment Mgmnt Fees-$86,371-$86,371
Other Employee Benefits$20,568$27,683$36,725$84,976
Pension Plan Contributions$21,941$16,631$28,092$66,664
Fees for Services Management$46,400$19,575-$65,975
Payroll Taxes$21,495$16,293$27,521$65,309
Information Technology$19,380$14,690$24,814$58,884
Occupancy$16,860$12,779$21,588$51,227
Conferences and Meetings$12,671$9,604$16,224$38,499
Office Expenses$7,262$5,505$9,298$22,065
Fees for Services Accounting-$20,376-$20,376
All Other Expenses$4,585$7,875$5,870$18,330
Travel$4,703$3,564$6,021$14,288
Other Expenses$14,082$0$8,882$14,082
Insurance$1,783$1,352$2,283$5,418
Fees for Services Legal-$783-$783
Total Functional Expenses$4,049,721$472,294$681,065$5,203,080

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,203,080
Expenses per Audited Statements$5,116,709
Total Expenses per Audited Statements$5,116,709
Expenses Not Reported on Financial Statements$86,371
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central Lake Public SchoolsCentral Lake, MIGovtEarly Childhood Education$490,468
Paul Oliver Memorial HospitalFrankfort, MI501(c )(3)Health Related$99,684
Grand Traverse Regional Land ConservancyTraverse City, MI501(c )(3)Environmental$80,760
Northwest Michigan Community ActionTraverse City, MI501(c )(3)Early Childhood Education$75,000
WOMEN'S RESOURCE CENTER FOR THE GRAND TRAVERSE AREATraverse City, MI501(c )(3)Human Services$69,519
Leelanau Christian NeighborsLake Leelanau, MI501(c )(3)Human Services$57,550
Child & Family Services of Northwestern MichiganTraverse City, MI501(c )(3)Human Services$56,128
The Groundtruth Project IncBoston, MA501(c )(3)Community Enrichment$55,000
Inland Seas Education AssociationSuttons Bay, MI501(c )(3)Environmental$54,360
5loaves2fish NmiLeland, MI501(c )(3)Human Services$50,000
LEELANAU CHILDREN'S CENTERLeland, MI501(c )(3)Early Childhood Education$50,000
United Way of Northwest MichiganTraverse City, MI501(c )(3)Human Services$47,540
Traverse Area Recreation and Transportation Trails IncTraverse City, MI501(c )(3)Recreation & Sports$46,591
Salvation Army - Traverse CityTraverse City, MI501(c )(3)Human Services$40,300
Cherryland Humane SocietyTraverse City, MI501(c )(3)Animal Welfare$38,180
Leelanau Community Cultural CenterLeland, MI501(c )(3)Arts, Culture$37,830
Charlevoix Emmet Intermediate School DistrictCharlevoix, MIGovtEarly Childhood Education$37,500
Grand Traverse Pavilions FoundationTraverse City, MI501(c )(3)Health Related$36,910
Leland Public SchoolLeland, MIGovtEducation$34,055
Grand Traverse Conservation DistrictTraverse City, MI501(c )(3)Environmental$33,700
TRAVERSE BAY CHILDREN'S ADVOCACY CENTERTraverse City, MI501(c )(3)Human Services$33,320
Dolly Parton Imagination Library GtrTraverse City, MI501(c )(3)Early Childhood Education$30,850
Communities in Schools of Nw MichiganMancelona, MI501(c )(3)Youth Development$30,100
Leelanau ConservancyLeland, MI501(c )(3)Environmental$27,000
Safe Harbor of Grand Traverse IncTraverse City, MI501(c )(3)Human Services$25,400
Fishtown Preservation Society IncLeland, MI501(c )(3)Arts, Culture$25,000
Friends of Lake LeelanauLeland, MI501(c )(3)Environmental$25,000
North Manitou Light Keepers IncBrighton, MI501(c )(3)Arts, Culture$25,000
Northwest Michigan Arts and Culture NetworkTraverse City, MI501(c )(3)Arts, Culture$25,000
Northwestern Michigan College FoundationTraverse City, MI501(c )(3)Education$24,525
Goodwill Industries of Northern MichiganTraverse City, MI501(c )(3)Human Services$24,140
Big Brothers Big Sisters of Northwestern MichiganTraverse City, MI501(c )(3)Youth Development$23,300
Friends of Point Betsie LighthouseFrankfort, MI501(c )(3)Arts, Culture$23,170
The Dream Team Northern MichiganTraverse City, MI501(c )(3)Recreation & Sports$22,272
Traverse Symphony OrchestraTraverse City, MI501(c )(3)Arts, Culture$21,980
National Alliance on Mental Illness Grand TraverseTraverse City, MI501(c )(3)Youth Development$21,800
Munson Healthcare FoundationsTraverse City, MI501(c )(3)Health Related$21,705
Old Town PlayhouseTraverse City, MI501(c )(3)Arts, Culture$20,460
Power Book BagsSuttons Bay, MI501(c )(3)Youth Development$20,250
Kalkaska County LibraryKalkaska, MIGovtArts, Culture$20,000
Acme Christian Thrift Store & Food Pantry (acts)Traverse City, MI501(c )(3)Human Services$19,966
Grand Traverse Dyslexia AssociationTraverse City, MI501(c )(3)Youth Development$18,700
Generations AheadTraverse City, MI501(c )(3)Human Services$18,600
Grass River Natural Area IncBellaire, MI501(c )(3)Environmental$18,310
The Maples Benzie Cnty Medical Care FacilityFrankfort, MIGovtHealth Related$18,140
Grow BenzieBenzonia, MI501(c )(3)Community Enrichment$18,000
Leelanau Montessori Forever FoundationLake Leelanau, MI501(c )(3)Early Childhood Education$17,500
Benzie Area Christian NeighborsBenzonia, MI501(c )(3)Human Services$16,786
Project Feed the KidsTraverse City, MI501(c )(3)Human Services$16,415
Mills Community House AssociationBenzonia, MI501(c )(3)Arts, Culture$16,310
Paraklesis Inc Dba Peace RanchTraverse City, MI501(c )(3)Youth Development$15,650
Elizabeth Oliver Center for the ArtsFrankfort, MI501(c )(3)Arts, Culture$15,300
Goodwill Inn and Homeless Services of N MiTraverse City, MI501(c )(3)Human Services$15,280
Brickways FoundationTraverse City, MI501(c )(3)Human Services$15,030
Citizens for a Safe & Clean Lake SuperiorMarquette, MI501(c )(3)Environmental$15,000
Crosshatch Center for Art & EcologyBellaire, MI501(c )(3)Environmental$15,000
El Grupo Norte Youth CyclingTraverse City, MI501(c )(3)Youth Development$14,650
Traverse Health Clinic and CoalitionTraverse City, MI501(c )(3)Health Related$14,557
Frankfort-elberta Education FoundationFrankfort, MI501(c )(3)Education$14,350
Planned Parenthood of MichiganAnn Arbor, MI501(c )(3)Health Related$13,800
Benzie Senior ResourcesHonor, MI501(c )(3)Human Services$13,781
Suttons Bay Public SchoolsSuttons Bay, MIGovtEducation$13,500
Seeds Ecology and Education CentersTraverse City, MI501(c )(3)Environmental$13,490
The Rock of Kingsley Youth CenterKingsley, MI501(c )(3)Youth Development$13,485
Glen Lake AssociationGlen Arbor, MI501(c )(3)Environmental$13,470
Leelanau Peninsula Chamber of Commerce Foundation IncLeland, MI501(c )(3)Business & Econ Development$13,250
Father Fred FoundationTraverse City, MI501(c )(3)Human Services$13,125
Grand Traverse Area Catholic SchoolsTraverse City, MI501(c )(3)Youth Development$12,500
Mancelona Public SchoolsMancelona, MIGovtEducation$12,450
Buckley Community SchoolsBuckley, MIGovtEducation$11,930
American Red Cross Northern Mi ChapterTraverse City, MI501(c )(3)Human Services$11,855
The Friendship Community CenterSuttons Bay, MI501(c )(3)Youth Development$11,600
Friends of the Betsie Valley TrailBeulah, MI501(c )(3)Recreation & Sports$11,560
Northwest Education ServicesTraverse City, MIGovtEducation$11,270
Interlochen Public RadioInterlochen, MI501(c )(3)Arts, Culture$11,099
Acme TownshipWilliamsburg, MIGovtEnvironmental$10,930
Frankfort Area Community Land TrustFrankfort, MI501(c )(3)Human Services$10,885
Kalkaska High SchoolKalkaska, MIGovtEducation$10,500
First Congregational Church - TcTraverse City, MI501(c )(3)Religious & Spiritual Development$10,300
Before During and After IncarcerationTraverse City, MI501(c )(3)Human Services$10,000
Benzie Central SchoolsBenzonia, MIGovtEducation$10,000
Betsie Valley Community CenterThompsonville, MI501(c )(3)Human Services$10,000
Council of Michigan FoundationsDetroit, MI501(c )(3)Community Enrichment$10,000
Elk Rapids Senior High SchoolElk Rapids, MIGovtEducation$10,000
Ferris FoundationBig Rapids, MI501(c )(3)Education$10,000
Forest Area Community SchoolsFife Lake, MIGovtEducation$10,000
Frankfort Elberta Area SchoolsFrankfort, MIGovtEducation$10,000
Kingsley Area SchoolsKingsley, MIGovtEducation$10,000
Northern InitiativesMarquette, MI501(c )(3)Business & Econ Development$10,000
United States Association for UnhcrWashington, DC501(c )(3)Human Services$10,000
Venture North Funding & DevelopmentTraverse City, MI501(c )(3)Business & Econ Development$10,000
Young Marines of Traverse CityElk Rapids, MI501(c )(3)Youth Development$10,000
Traverse City West Senior HighTraverse City, MIGovtEducation$8,781
Interlochen Center for the ArtsInterlochen, MI501(c )(3)Arts, Culture$8,750
Traverse City Area Public SchoolsTraverse City, MIGovtEducation$8,640
Sharecare of LeelanauLeland, MI501(c )(3)Health Related$8,240
MICHAEL'S PLACETraverse City, MI501(c )(3)Youth Development$8,000
Antrim CountyBellaire, MIGovtEnvironmental$7,970
Grand Traverse Commission on AgingTraverse City, MIGovtHealth Related$7,840
American Heritage GirlsTraverse City, MI501(c )(3)Youth Development$7,800
Traverse Area Community SailingTraverse City, MI501(c )(3)Recreation & Sports$7,425
Trinity Lutheran ChurchTraverse City, MI501(c )(3)Youth Development$7,400
Central Lake District LibraryCentral Lake, MIGovtArts, Culture$7,170
Traverse City Music BoostersTraverse City, MI501(c )(3)Youth Development$7,090
Rotary Camps & ServicesTraverse City, MI501(c )(3)Youth Development$7,050
Willoughby Rotary FoundationFrankfort, MI501(c )(3)Education$7,050
Kids on the Go - Traverse CityTraverse City, MI501(c )(3)Youth Development$6,500
First Congregational Church of Central LakeCentral Lake, MI501(c )(3)Religious & Spiritual Development$6,120
Railroad Point Natural AreaBeulah, MIGovtEnvironmental$6,110
Glen Arbor Arts CenterGlen Arbor, MI501(c )(3)Arts, Culture$6,060
Village of Elk RapidsElk Rapids, MIGovtEnvironmental$6,000
Zonta Club of Traverse City Service FundTraverse City, MI501(c )(3)Human Services$5,510
Grand Traverse IndustriesTraverse City, MI501(c )(3)Human Services$5,450
Botanical Garden Society of Nw MiTraverse City, MI501(c )(3)Environmental$5,250
Historic Elk Rapids Town Hall AssociationElk Rapids, MI501(c )(3)Arts, Culture$5,250
Benzie Area Symphony OrchestraFrankfort, MI501(c )(3)Arts, Culture$5,240
Immigration Law & Justice MichiganTraverse City, MI501(c )(3)Human Services$5,175
Friends of Leland Township LibraryLeland, MI501(c )(3)Arts, Culture$5,100
Northern Michigan Catholic FoundationTraverse City, MI501(c )(3)Religious & Spiritual Development$5,090
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 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 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
800 COTTAGEVIEW DRIVE SUITE 1040, TRAVERSE CITY, MI 49684

Signing Officer

Name
Beth Dunckel
Title
Treasurer
Phone
2319354066
Signed
2024-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Dunckel
Formed
1992
Legal Domicile
Mi
Voting Board Members
32
Independent Board Members
32
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

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, 2020.”

Raw XML AppendixShowing 400 of 1,908 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt030183
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029357
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE INVEST IN THE PEOPLE AND PLACES OF OUR REGION AND STEWARD ASSETS FOR LASTING IMPACT.
IRS990/AdvertisingGrp/FundraisingAmt0115444
IRS990/AdvertisingGrp/TotalAmt0115444
IRS990/AllOtherContributionsAmt01260688
IRS990/AllOtherExpensesGrp/FundraisingAmt05870
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07875
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04585
IRS990/AllOtherExpensesGrp/TotalAmt018330
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAUL KESTER
IRS990/BooksInCareOfDetail/PhoneNum02319354066
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 COTTAGEVIEW DR STE 1040
IRS990/BooksInCareOfDetail/USAddress/CityNm0TRAVERSE CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049684
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0211291
IRS990/CashNonInterestBearingGrp/EOYAmt0206866
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt052719
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt052735
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt052719
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0158173
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt016224
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09604
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012671
IRS990/ConferencesMeetingsGrp/TotalAmt038499
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01260688
IRS990/CYGrantsAndSimilarPaidAmt03554989
IRS990/CYInvestmentIncomeAmt03672663
IRS990/CYOtherExpensesAmt0581840
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-269729
IRS990/CYSalariesCompEmpBnftPaidAmt01066251
IRS990/CYTotalExpensesAmt05203080
IRS990/CYTotalFundraisingExpenseAmt0681065
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04933351
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE 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 OTTAWAW AND CHIPPEWA INDIANS, A FEDERALLY RECOGNIZED TRIBE. IN 2023, THE FOUNDATION PROVIDED GRANTS TO 119 ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt084849975
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt094558090
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03428568
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020376
IRS990/FeesForServicesAccountingGrp/TotalAmt020376
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0783
IRS990/FeesForServicesLegalGrp/TotalAmt0783
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt019575
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt046400
IRS990/FeesForServicesManagementGrp/TotalAmt065975
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt086371
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt086371
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt291.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt301.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt311.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3212454
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY RING
IRS990/Form990PartVIISectionAGrp/PersonNm1LAURA ASIALA
IRS990/Form990PartVIISectionAGrp/PersonNm2BETH DUNCKEL
IRS990/Form990PartVIISectionAGrp/PersonNm3CASH COOK
IRS990/Form990PartVIISectionAGrp/PersonNm4JURGEN GRISWOLD
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK IRWIN
IRS990/Form990PartVIISectionAGrp/PersonNm6BARBARA MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm7DAN PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm8ROYCE RAGLAND
IRS990/Form990PartVIISectionAGrp/PersonNm9MEGAN ROYLE CARRELLA
IRS990/Form990PartVIISectionAGrp/PersonNm10ELISE CRAFTS
IRS990/Form990PartVIISectionAGrp/PersonNm11LARIS GALEJS
IRS990/Form990PartVIISectionAGrp/PersonNm12PHYLLIS KLADDER
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRIS MACINNES
IRS990/Form990PartVIISectionAGrp/PersonNm14CAROL MARSH
IRS990/Form990PartVIISectionAGrp/PersonNm15ANN STREHLE
IRS990/Form990PartVIISectionAGrp/PersonNm16SUZANNE MILLER ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN BERCINI
IRS990/Form990PartVIISectionAGrp/PersonNm18ANNIE DEVRIES
IRS990/Form990PartVIISectionAGrp/PersonNm19DAMIAN LOCKHART
IRS990/Form990PartVIISectionAGrp/PersonNm20RACHAEL BIRGY
IRS990/Form990PartVIISectionAGrp/PersonNm21LAUREN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm22RICK HEITMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm23CARI JO ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm24ANDI HALPIN
IRS990/Form990PartVIISectionAGrp/PersonNm25TERRY BEAMSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm26MARSHALL COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm27JOANNE COOK
IRS990/Form990PartVIISectionAGrp/PersonNm28KIRA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm29EDWARD LANPHIER
IRS990/Form990PartVIISectionAGrp/PersonNm30RANVE MARTINSON
IRS990/Form990PartVIISectionAGrp/PersonNm31LARRY NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm32DAVE MENGEBIER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32158173
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32PRESIDENT AND CHIEF EXECUT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01159212
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt032
IRS990/GrantAmt03131878
IRS990/GrantsPayableGrp/BOYAmt045494
IRS990/GrantsPayableGrp/EOYAmt063845
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0423111
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0423111
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03131878
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03131878
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07834113
IRS990/GrossReceiptsAmt011608252
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt032
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt024814
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014690
IRS990/InformationTechnologyGrp/ProgramServicesAmt019380
IRS990/InformationTechnologyGrp/TotalAmt058884
IRS990/InsuranceGrp/FundraisingAmt02283
IRS990/InsuranceGrp/ManagementAndGeneralAmt01352
IRS990/InsuranceGrp/ProgramServicesAmt01783
IRS990/InsuranceGrp/TotalAmt05418
IRS990/InvestmentIncomeGrp/ExclusionAmt02513451
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02513451
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0750000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01000000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt085231199
IRS990/InvestmentsPubTradedSecGrp/EOYAmt093940335
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022977
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0823160
IRS990/LandBldgEquipCostOrOtherBssAmt0846137
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06674901
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE INVEST IN THE PEOPLE AND PLACES OF OUR REGION AND STEWARD COMMUNITY ASSETS FOR LASTING IMPACT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt086156560
IRS990/NetAssetsOrFundBalancesEOYAmt096027159
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01159212
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01159212
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010140328
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01306585
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01469069
IRS990/NoncashContributionsAmt054279
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt021588
IRS990/OccupancyGrp/ManagementAndGeneralAmt012779

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,120,361
Liabilities
$93,202
Net assets
$96,027,159
Revenue
$4,933,351
Expenses
$5,203,080
Net income
-$269,729
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $50M-$100M nonprofits