2023-09-27T13:50:29-05:00 2022-12-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2022-01-01 386189947 THE ALLEGAN COUNTY COMMUNITY FOUNDATION ALLE 2696738344 112 LOCUST ST ALLEGAN MI 49010 RICARDO BAZAN BOARD PRESIDENT 2696738344 2023-08-11 1 RICARDO BAZAN 999009999 1 BRANDY L MIKULA CPA P00645694 5173237500 2023-08-11 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICARDO BAZAN 112 LOCUST ST ALLEGAN MI 49010 4898046 0 X WWW.ALLEGANFOUNDATION.ORG X 1965 MI TO POSITIVELY IMPACT ALLEGAN COUNTY THROUGH FINANCIAL STEWARDSHIP, EDUCATION, AND COMMUNITY PARTNERSHIPS. 8 8 7 90 0 0 687170 341823 0 0 1504511 1118214 71619 13830 2263300 1473867 721851 769476 0 0 197267 285704 0 0 48678 655716 240615 1574834 1295795 688466 178072 25096950 20544157 594079 409052 24502871 20135105 TO POSITIVELY IMPACT ALLEGAN COUNTY THROUGH FINANCIAL STEWARDSHIP, EDUCATION, AND COMMUNITY PARTNERSHIPS. 0 0 873787 769476 THE FOUNDATION AWARDS GRANTS AND SCHOLARSHIPS TO VARIOUS LOCAL QUALIFIED ENTITIES AND STUDENTS AND ACTS AS A CONVENOR OF NON-PROFIT, FOR PROFIT, AND GOVERNMENT UNITS FOR THE BENEFIT OF THE CITIZENS OF ALLEGAN COUNTY. 873787 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X STEPHANIE CALHOUN 2696738344 112 LOCUST STREET ALLEGAN MI 49010 STEPHANIE CALHOUN EXCUTIVE DIRECTOR 40.00 X 76500 0 0 RICARDO BAZAN CHAIR 1.00 X X 0 0 0 LISA BANAS VICE CHAIR 1.00 X X 0 0 0 BOB EDER TREASURER 1.00 X X 0 0 0 JODI WHITE SECRETARY 1.00 X X 0 0 0 RICH OKONIEWSKI TRUSTEE 1.00 X 0 0 0 ROB MARCINIAK TRUSTEE 1.00 X 0 0 0 KAYLANI RUBLEY TRUSTEE 1.00 X 0 0 0 BRIAN MARR TRUSTEE 1.00 X 0 0 0 76500 0 0 0 0 0 0 0 1326 340497 23497 341823 587639 587639 3952272 3421697 530575 530575 530575 1875 1326 2482 -607 -607 AGENCY FUND ADMIN FEE 900099 9687 9687 MISCELLANEOUS INCOME 900099 4750 4750 14437 1473867 14437 0 1117607 769476 769476 76500 21420 48195 6885 154610 43291 97404 13915 18325 5131 11545 1649 14999 4200 9449 1350 21270 5956 13400 1914 4172 4172 10086 10086 93792 93792 30417 30417 16138 16138 7080 7080 30186 8452 19017 2717 2377 665 1498 214 7424 2079 4677 668 6376 1785 4017 574 3281 919 2067 295 DUES AND SUBSCRIPTIONS 17074 4781 10757 1536 BAD DEBT 6600 1848 4158 594 SPECIAL EVENTS 3074 3074 MISCELLANEOUS 1686 472 1062 152 852 238 537 77 1295795 873787 373330 48678 1561750 1062078 77166 5900 5900 353198 27742 182984 325456 23269150 19150723 25096950 20544157 43515 16350 2000 550564 390702 594079 409052 X 24502871 20135105 24502871 20135105 25096950 20544157 178072 -4545838 0 X 0 1 X 1 0 X 516283 608704 489532 694634 341823 2650976 516283 608704 489532 694634 341823 2650976 2650976 621578 498487 491530 337582 587639 2536816 11883 17990 14321 64155 14437 122786 5310578 0.49920 0.47430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 5,506. 2019 AMOUNT: $ 11,505. 2020 AMOUNT: $ 7,280. 2021 AMOUNT: $ 55,941. 2022 AMOUNT: $ 4,750. AGENCY FUND ADMIN FEE - 2018 AMOUNT: $ 6,377. 2019 AMOUNT: $ 6,485. 2020 AMOUNT: $ 7,041. 2021 AMOUNT: $ 8,214. 2022 AMOUNT: $ 9,687. PT II LN 10 PT II LN 10: OTHER INCOME PART II, LINE 10 DESCRIPTION: MISCELLANEOUS 2017: 5007. 2018: 5506. 2019: 11505. 2020: 7280. 2021: 55941. 2022: 4750. DESCRIPTION: AGENCY FUND ADMIN FEE 2017: 6065. 2018: 6377. 2019: 6485. 2020: 7041. 2021: 8214. 2022: 9687. DESCRIPTION: NON PROFIT TECHNICAL ASSISTANCE DESCRIPTION: SCHOLARSHIP REFUNDS 2017: 157. 2018: 3914. 2019: 2000. 2020: 1848. 2021: 7464. 2022: 4970. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 50 61442 132365 63885 312450 321771 8346636 1 1 17447635 324411 -2604743 684348 4368 354128 14124459 16317646 145585 1911655 532799 394452 17447635 14897074 278206 1870902 383216 345320 16317646 12871975 129675 2890894 662332 333138 14897074 14101977 407892 -744111 559871 333912 12871975 1.00000 0 0 7127 7127 333838 16598 317240 12233 11144 1089 325456 FUNDS HELD AT AGENCY ENDOWMENT 390702 390702 X -3163281 -4545838 2482 -4543356 1380075 93792 93792 1473867 1204485 2482 2482 1202003 93792 93792 1295795 PART V, LINE 4: THE FOUNDATION AWARDS GRANTS TO VARIOUS LOCAL QUALIFIED ENTITIES FOR THE BENEFIT OF THE CITIZENS OF ALLEGAN COUNTY. PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATIONS OF FEDERAL, STATE, AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE, AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 2,482. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 2,482. 1 4 PAWS LAKESHORE PO BOX 124 DOUGLAS MI 49406 275137135 501(C)(3) 5500 0 SCHOLARSHIPS ALLEGAN AREA EDUCATIONAL SERVICES AGENCY 310 THOMAS ST ALLEGAN MI 49010 381709220 15000 0 SCHOLARSHIPS ALLEGAN COUNTY HISTORICAL SOCIETY 113 N WALNUT ST ALLEGAN MI 49010 382169206 501(C)(3) 8245 0 LEGACY FUND ALLEGAN COUNTY LEGAL ASSISTANCE CENTER 113 CHESTNUT ST ALLEGAN MI 49010 460761570 501(C)(3) 8250 0 OPERATING EXPENSES ALLEGAN COUNTY UNITED WAY 650 GRAND STREET ALLEGAN MI 49010 386063214 501(C)(3) 16122 0 OPERATIONS, SECURITY, BASIC NEEDS ALMA COLLEGE 614 W SUPERIOR ST ALMA MI 49010 381359083 501(C)(3) 18000 0 SCHOLARSHIPS BEAUTIFY PULLMAN 5605 109TH AVE PULLMAN MI 49450 853419890 501(C)(3) 10000 0 LEGACY FUND BRIDGES OF HOPE ALLEGAN COUNTY 108 E GRANT ST PLAINWELL MI 49080 464629016 501(C)(3) 7650 0 LEGACY FUND CALVIN COLLEGE 3201 BURTON SE GRAND RAPIDS MI 49546 383071514 501(C)(3) 7200 0 SCHOLARSHIPS CHRISTIAN NEIGHBORS-SE PO BOX 53 PLAINWELL MI 49080 383451688 501(C)(3) 15836 0 OPERATIONS/DIAPERS & WIPES COLORADO MESA UNIVERSITY 1450 N 12TH ST GRAND JUNCTION CO 81501 846037667 501(C)(3) 7000 0 SCHOLARSHIPS CONGREGATIONAL KITCHEN 805 AIRWAY DR ALLEGAN MI 49010 824109499 501(C)(3) 15000 0 SCHOLARSHIPS EPISCOPALIAN CHURCH OF THE GOOD SHEPARD 101 N WALNUT ST ALLEGAN MI 49010 381712080 501(C)(3) 10000 0 YOUTH & ADULT PROGRAMMING FENNVILLE DISTRICT LIBRARY 400 W MAIN ST FENNVILLE MI 49408 381855452 11214 0 SCHOLARSHIPS FERRIS STATE UNIVERSITY 1201 E STATE ST BIG RAPIDS MI 49307 386005159 501(C)(3) 5500 0 SCHOLARSHIPS FIRST PRESBYTERIAN CHURCH OF ALLEGAN 200 CULTER ST ALLEGAN MI 49010 510146290 501(C)(3) 8000 0 LUNCH SUPPLIES FIRST PRESBYTERIAN CHURCH OF KALAMAZOO 321 W SOUTH ST KALAMAZOO MI 49001 381359206 501(C)(3) 5200 0 YOUTH & ADULT PROGRAMMING FOREVER CURIOUS CHILDREN'S MUSEUM PO BOX 264 SOUTH HAVEN MI 49090 383574720 501(C)(3) 8000 0 LEGACY FUND GLEN OAKS COMMUNITY COLLEGE 62249 SHIMMEL RD CENTREVILLE MI 49032 382285489 501(C)(3) 6000 0 SCHOLARSHIPS GRAND VALLEY STATE UNIVERSITY 100 STUDENT SERVICES BUILDING ALLENDALE MI 49401 381684280 501(C)(3) 30611 0 SCHOLARSHIPS HOPE COLLEGE 101 E 12TH ST HOLLAND MI 49423 381381271 501(C)(3) 9650 0 YOUTH & ADULT PROGRAMMING HUNGRY FOR CHRIST PO BOX 71 HAMILTON MI 49419 383676870 501(C)(3) 20806 0 FOOD PANTRY OPERATIONS KALAMAZOO COLLEGE 1200 ACADEMY ST KALAMAZOO MI 49006 381358014 501(C)(3) 6400 0 SCHOLARSHIPS KALAMAZOO VALLEY COMMUNITY COLLEGE 6767 WEST O AVENUE KALAMAZOO MI 49009 381850178 501(C)(3) 11400 0 YOUTH & ADULT PROGRAMMING LAKE SUPERIOR STATE UNIVERSITY 650 W EASTERDAY AVE SAULT STE MARIE MI 49783 382576021 501(C)(3) 9000 0 SCHOLARSHIPS MEDIATION SERVICES 68 W 8TH ST STE 200 HOLLAND MI 49423 383247969 501(C)(3) 8500 0 SALARY MICHIGAN STATE UNIVERSITY 252 STUDENT SERVICES BLDG EAST LANSING MI 48824 386005984 501(C)(3) 30000 0 SCHOLARSHIPS MICHIGAN TECHNOLOGICAL UNIVERSITY 1400 TOWNSEND DR HOUGHTON MI 49931 381554664 501(C)(3) 23700 0 SCHOLARSHIPS OUTDOOR DISCOVERY CENTER A42145 56TH STREET HOLLAND MI 49423 382461102 501(C)(3) 20000 0 CONSTRUCTION SUPPORT PEOPLE HELPING PEOPLE OF PULLMAN INC PO BOX 248 PULLMAN MI 49450 263902533 501(C)(3) 12500 0 OPERATIONS PROJECT HOPE 195 BRADLEY ST BATTLE CREEK MI 49017 814334694 501(C)(3) 7791 0 HOMELESS EMERGENCY NEEDS RESILIENCE 411 BUTTERNUT HOLLAND MI 49424 382181204 501(C)(3) 14000 0 OPERATIONS SAFE HARBOR CHILDREN'S ADVOCACY CENTER 402 THROWBRIDGE ALLEGAN MI 49010 382748322 501(C)(3) 10000 0 COMMUNITY CLOSET SAGINAW VALLEY STATE UNIVERSITY 7400 BAY RD UNIVERSITY CENTER MI 48710 381798800 501(C)(3) 5500 0 SCHOLARSHIPS SAUGATUCK CENTER FOR THE ARTS 400 CULVER ST SAUGATUCK MI 49453 383557693 501(C)(3) 41000 0 FREE PROGRAMMING/ CHILDREN & ADULTS SAUGATUCK-DOUGLAS HISTORY CENTER PO BOX 617 DOUGLAS MI 49406 383010564 501(C)(3) 7730 0 SEASONAL EXHIBITS ST MARGARET CHURCHST VINCENT DE PAUL 766 FARMER ST OTSEGO MI 49078 272454706 501(C)(3) 6545 0 ENERGENCY FOOD & FINANCIAL ASSISTANCE SYLVIA'S PLACE PO BOX 13 ALLEGAN MI 49010 383262878 501(C)(3) 20611 0 OPERATIONS, SECURITY, BASIC NEEDS THE ARC OF ALLEGAN COUNTY 219 HUBBARD ALLEGAN MI 49010 381736060 501(C)(3) 10850 0 CONTRIBUTION UNIVERSITY OF MICHIGAN 515 E JEFFERSON ANN ARBOR MI 48109 386006309 501(C)(3) 38400 0 SCHOLARSHIPS UNIVERSITY OF WISCONSIN-MADISON 1848 UNIVERISTY AVE MADISON WI 53726 390743975 501(C)(3) 7600 0 SCHOLARSHIPS WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 386007327 501(C)(3) 36200 0 SCHOLARSHIPS WINGS HOME INC 330 LINN ST ALLEGAN MI 49010 263750768 501(C)(3) 15000 0 COMMUNITY MEALS WINGS OF HOPE HOSPICE 530 LINN STREET ALLEGAN MI 49010 382453558 501(C)(3) 20000 0 HOSPICE CARE, THERAPY FOR YOUTH WISHBONE PET RESCUE ALLIANCE PO BOX 124 DOUGLAS MI 49406 263750768 501(C)(3) 14000 0 CLIENT ASSISTANCE 43 2 FORM 990, PART VI, SECTION B, LINE 11B THE CEO REVIEWS THE DRAFT FORM 990. THE DRAFT FORM 990 IS THEN SUBMITTED TO THE ENTIRE BOARD FOR ITS REVIEW. AFTER THE BOARD HAS COMPLETED ITS REVIEW, THE PRESIDENT SIGNS THE FORM 990 BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO ANY BOARD VOTES, THE EXECUTIVE DIRECTOR IDENTIFIES THE CONFLICT AND RECORDS WHAT THE CONFLICT IS. FORM 990, PART VI, SECTION B, LINE 15 RESULTS ARE COMPILED BY THE BOARD PRESIDENT. THE EXECUTIVE COMMITTEE DISCUSSES THE RESULTS, COMPENSATION, AND RECOMMENDATIONS WITH THE CEO. THE ENTIRE BOARD REVIEWS COMPILED RESULTS, COMPENSATION, AND RECOMMENDATIONS (ALONE AND WITH THE CEO) AND VOTES. SALARIES ARE BASED ON INDUSTRY SURVEYS OF LIKE-SIZED FOUNDATIONS, COF, AND CMF SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT, GRANTS AND FORM 990 ARE AVAILABLE UPON REQUEST. ALL OTHER DOCUMENTS ARE PROVIDED UPON REQUEST.