Civic Intelligence

Ferris Foundation

990T • Fiscal year 2024 • EIN 38-6115813

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 29, 2025

Organization ProfileWWW.FERRIS.EDU/FOUNDATION
420 Oak Street Prakken 101Big Rapids, MI 49307-2031

(231) 591-2365

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $29,818,320Liabilities 2010: $92,403Net Assets 2010: $29,725,9172010Assets 2011: $37,770,981Liabilities 2011: $90,386Net Assets 2011: $37,680,5952011Assets 2012: $36,275,137Liabilities 2012: $101,451Net Assets 2012: $36,173,6862012Assets 2013: $41,504,406Liabilities 2013: $115,996Net Assets 2013: $41,388,4102013Assets 2014: $47,798,031Liabilities 2014: $113,890Net Assets 2014: $47,684,1412014Assets 2015: $55,668,221Liabilities 2015: $268,457Net Assets 2015: $55,399,7642015Assets 2016: $70,484,999Liabilities 2016: $125,762Net Assets 2016: $70,359,2372016Assets 2017: $78,193,417Liabilities 2017: $429,289Net Assets 2017: $77,764,1282017Assets 2018: $82,189,253Liabilities 2018: $177,931Net Assets 2018: $82,011,3222018Assets 2019: $92,821,029Liabilities 2019: $249,542Net Assets 2019: $92,571,4872019Assets 2020: $92,201,355Liabilities 2020: $112,869Net Assets 2020: $92,088,4862020Assets 2021: $122,659,828Liabilities 2021: $127,141Net Assets 2021: $122,532,6872021Assets 2022: $118,188,680Liabilities 2022: $146,985Net Assets 2022: $118,041,6952022Assets 2023: $123,419,079Liabilities 2023: $131,026Net Assets 2023: $123,288,0532023

Latest loaded filing

2023

Assets$123,419,079
Liabilities$131,026
Net Assets$123,288,053
Open 2023 Filing

Operations Trend

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

$30M$20M$10M$0Expenses 2010: $1,470,2092010Expenses 2011: $1,301,5872011Expenses 2012: $1,249,4502012Revenue 2013: $3,218,118Expenses 2013: $1,449,177Net Income 2013: $1,768,9412013Revenue 2014: $4,305,593Expenses 2014: $1,411,271Net Income 2014: $2,894,3222014Revenue 2015: $15,206,352Expenses 2015: $4,079,202Net Income 2015: $11,127,1502015Revenue 2016: $23,142,815Expenses 2016: $5,946,984Net Income 2016: $17,195,8312016Revenue 2017: $8,819,551Expenses 2017: $6,636,924Net Income 2017: $2,182,6272017Revenue 2018: $15,321,492Expenses 2018: $6,424,894Net Income 2018: $8,896,5982018Revenue 2019: $14,881,111Expenses 2019: $5,530,863Net Income 2019: $9,350,2482019Revenue 2020: $6,412,725Expenses 2020: $5,646,461Net Income 2020: $766,2642020Revenue 2021: $10,707,698Expenses 2021: $6,265,034Net Income 2021: $4,442,6642021Revenue 2022: $12,993,679Expenses 2022: $7,975,969Net Income 2022: $5,017,7102022Revenue 2023: $8,366,973Expenses 2023: $7,184,957Net Income 2023: $1,182,0162023

Latest loaded filing

2023

Revenue$8,366,973
Expenses$7,184,957
Net Income$1,182,016
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

The foundation was established to advance the mission and goals of ferris state university by generating and managing private support for the university.

Filing and Contact Details

Filer

Filer Name
Ferris Foundation
EIN
38-6115813
Phone
2315912365
Address
420 OAK STREET PRAKKEN 101, BIG RAPIDS, MI 49307-2031

Signing Officer

Name
Cassie Tennant
Title
Associate VP of Finance
Phone
2315912365
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Dori J Eggett
Phone
3037409400
Raw XML Appendix116 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt00
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-15390
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt07518
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-15390
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt07518
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-9026
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-9833
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt22496
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3890
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4-439
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt5522
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0HG VORA SPECIAL OPPORTUNITIES FUND LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1MONARCH CAPITAL PARTNERS IV LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2RCP FUND VII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3VIA ENERGY OPPORTUNITY III-A, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4COMMONFUND CAPITAL NATURAL RESOURCES PAR
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5COMMONFUND CAPITAL NATURAL RESOURCES PAR
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-15390
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt05475
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt12044
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt223
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-24
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0HG VORA SPECIAL OPPORTUNITIES FUND LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1MONARCH CAPITAL PARTNERS IV LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2RCP FUND VII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3COMMONFUND CAPITAL NATURAL RESOURCES PAR
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt07518
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0244242
IRS990T/BooksInCareOfDetail/PersonNm0CASSIE TENNANT
IRS990T/BooksInCareOfDetail/PhoneNum02315913888
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0420 OAK STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BIG RAPIDS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd049307
IRS990T/BookValueAssetsEOYAmt0131149686
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt011277
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0520000
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0165
IRS990TScheduleA/OtherIncomeAmt04546
IRS990TScheduleA/PrincipalBusinessActivityCd0520000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0165
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-42407
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-58854
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-96715
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-96715
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-96880
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-96880
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSIE TENNANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSOCIATE VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum02315912365
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FERRIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FERR
ReturnHeader/Filer/EIN0386115813
ReturnHeader/Filer/PhoneNum02315912365
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 OAK STREET PRAKKEN 101
ReturnHeader/Filer/USAddress/CityNm0BIG RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0493072031
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORI J EGGETT
ReturnHeader/ReturnTs02025-05-02T10:47:23-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$0.13$123$8.37$7.18$1.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$0.15$118$13.0$7.98$5.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$0.13$123$10.7$6.27$4.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.2$0.11$92.1$6.41$5.65$0.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.8$0.25$92.6$14.9$5.53$9.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.2$0.18$82.0$15.3$6.42$8.90
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$78.2$0.43$77.8$8.82$6.64$2.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.5$0.13$70.4$23.1$5.95$17.2
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.7$0.27$55.4$15.2$4.08$11.1
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.8$0.11$47.7$4.31$1.41$2.89
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$41.5$0.12$41.4$3.22$1.45$1.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.3$0.10$36.2$1.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$0.09$37.7$1.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$0.09$29.7$1.47