2023-07-10T08:42:17-05:00 2022-12-31 202349670 DGN LLC PO BOX 947 TRAVERSE CITY MI 496850947 990 2022-01-01 383216235 OTSEGO COMMUNITY FOUNDATION OTSE 9897310597 PO BOX 344 GAYLORD MI 49734 DANA BENSINGER EXECUTIVE DIRECTOR 9897310597 2023-06-29 1 DANA BENSINGER 999009999 0 HEIDI WENDEL CPA P00721554 2319461722 2023-06-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANA BENSINGER PO BOX 344 GAYLORD MI 49734 5394979 0 X WWW.OTSEGOFOUNDATION.ORG X 1994 MI ACTIVATE GENEROSITY FOR A STRONG COMMUNITY. 12 12 4 75 0 0 700937 4121091 20145 24904 401468 371730 112045 125712 1234595 4643437 277171 1229778 0 0 112951 161770 0 0 97919 117109 181239 507231 1572787 727364 3070650 8104663 9479509 1432927 1210532 6671736 8268977 ACTIVATE GENEROSITY FOR A STRONG COMMUNITY. THIS IS DONE BY BUILDING ENDOWMENTS, AWARDING GRANTS AMD CONVENING LEADERS. 0 0 547723 477318 24904 DONOR ADVISED FUND MANAGEMENT. THE OCF WORKS WITH DONORS WHO WANT TO ENGAGE IN LOCAL PHILANTHROPY. WE HELP TO FIND PROJECTS AND PROGRAMS THAT ALIGN WITH THEIR OBJECTIVES AND DISTRIBUTE GRANTS ACCORDINGLY. 133 GRANTS WERE AWARDED FROM 24 DONOR ADVISED FUNDS. 40122 23960 0 SCHOLARSHIPS FOR HIGHER EDUCATION. MANAGING A COMPETITIVE SCHOLARSHIP PROCESS INCLUDING SIXTEEN UNIQUE SCHOLARSHIP FUNDS. 29 SCOLARSHIPS WERE PROVIDED IN 2022. 799676 728500 0 THE TORNADO RESPONSE FUND (TRF) OF THE OTSEGO COMMUNITY FOUNDATION (OCF) WAS ESTABLISHED TO PROVIDE A CENTRALIZED OPPORTUNITY FOR DONORS TO INVEST IN DISASTER RELIEF EFFORTS AND A SUPPORT MECHANISM FOR NONPROFIT ORGANIZATIONS RESPONDING TO THE CRISIS. OUR GOAL IS TO WORK COLLABORATIVELY WITH THE NONPROFIT, GOVERNMENT, PHILANTHROPIC AND PRIVATE SECTORS TO ACCELERATE RECOVERY FOR A THRIVING, RESILIENT, AND EVEN STRONGER GAYLORD. THE TRF AWARDS GRANTS TO ORGANIZATIONS THAT ARE ADDRESSING IMMEDIATE RELIEF, SHORT-TERM RECOVERY, AND LONG-TERM REBUILDING. OUR LOCAL NONPROFITS CONTINUE TO DEMONSTRATE INCREDIBLE RESILIENCE, INGENUITY, AND TENACITY AS THEY INCREASE AND ADAPT THEIR PROGRAMS TO MEET THE NEEDS HEIGHTENED BY THE TORNADO. 20 GRANTS WERE PROVIDED IN 2022 BENEFITTING 211 INDIVIDUALS. 1387521 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X DANA BENSINGER 9897310597 316 W MAIN GAYLORD MI 49735 BILL FORREIDER DIRECTOR 1.00 X 0 0 0 BRIAN SWITALSKI DIRECTOR 1.00 X 0 0 0 JAMES CAMILLER TREASURER 1.00 X X 0 0 0 BARB BROWN CHAIRPERSON 1.00 X X 0 0 0 BOB WILSON DIRECTOR 1.00 X 0 0 0 PAT MORSE DIRECTOR 1.00 X 0 0 0 CHERIE NUTTER VICE CHAIRPERSON 1.00 X X 0 0 0 BRIAN PEARSON SECRETARY 1.00 X X 0 0 0 ANNETTTE WELLS DIRECTOR 1.00 X 0 0 0 JUSTINE HEES DIRECTOR 1.00 X 0 0 0 KATY XENAKIS-MAKOWSKI DIRECTOR 1.00 X 0 0 0 DANA BENSINGER EXECUTIVE DIRECTOR 32.00 X X 57403 0 0 BRANDIE MEISNER DIRECTOR 1.00 X 0 0 0 57403 0 0 0 0 0 0 0 11410 4109681 166441 4121091 AGENCY FUND ADMINISTRA 900099 24904 24904 24904 207385 207385 13390 13390 888760 724415 164345 164345 164345 139449 11410 27127 112322 112322 4643437 24904 0 497442 1205818 1205818 23960 23960 57403 28701 11481 17221 92631 48939 18279 25413 11736 5398 2348 3990 61313 16010 20318 24985 27714 27714 14002 5601 2800 5601 671 201 269 201 7200 1440 4320 1440 2203 991 1212 6570 1971 1457 3142 2641 2641 CREDIT CARD PROCESSING 26458 14813 1062 10583 PROFESSIONAL DEVELOPMEN 7916 1639 4454 1823 MISCELLANEOUS 6385 743 5032 610 LICENSING AND FILING FE 5738 143 5595 12428 3439 6079 2910 1572787 1387521 87347 97919 285809 269828 198757 661110 1925 1308765 0 0 7527182 7149992 90990 89814 8104663 9479509 100 75 27400 1432827 1183057 1432927 1210532 X 215301 173463 6456435 8095514 6671736 8268977 8104663 9479509 3070650 -1473409 0 X 0 1 X 1 0 X 762773 756987 656680 819092 4260540 7256072 762773 756987 656680 819092 4260540 7256072 35270 7220802 263596 126360 107256 347726 220775 1065713 8321785 0.86770 0.71620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34 65 176663 3842250 246754 971433 2357715 6061258 1 1 6284036 2521681 1129492 441226 7234998 5171143 542516 860996 290619 6284036 4448262 410813 675810 363742 5171143 3387953 659769 706100 305560 4448262 3559961 871770 -363275 680503 3387953 0.99000 0.01000 0 0 0 RESTRICTED AGENCY FUNDS 1183057 1183057 X 3142314 -1473409 -1473409 4615723 27714 27714 4643437 1545073 0 1545073 27714 27714 1572787 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FUND PROJECTS AND PROGRAMS THAT ALIGN WITH DONOR OBJECTIVES THROUGH GRANTS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION AND CONDUCTS NO ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION FILES AN INFORMATION RETURN IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2019. EXTREEVAGANZA 150859 11410 139449 27127 0 150859 11410 139449 27127 27127 112322 1 OTSEGO-ANTRIM COUNTY HABITAT FOR HUMANITY 526 EDELWEISS VILLAGE PARKWAY GAYLORD MI 49735 383130500 (C) (3) 475000 0 CRITICAL REPAIRS FOR TORNADO SURVIVORS MICHIGAN DISASTER RECOVERY AND RESPONSE 1011 NORTHCREST ROAD LANSING MI 48906 GOVT 85000 0 DISASTER CASE MANAGEMENT VETERANS EDUCATION TRAINING & SUPPORT INC 1200 GORNICK AVE GAYLORD MI 49734 821997192 (C) (3) 50000 0 AUTOMOBILE REPAIR AND REPLACEMENT FOR TORNADO VICTIMS OTSEGO COMMUNITY FOUNDATION PO BOX 344 GAYLORD MI 49734 381459785 (C) (3) 52791 0 GENERAL OPERATIONS OTSEGO COUNTY SPORTSPLEX PO BOX 1886 GAYLORD MI 49734 383216381 (C) (3) 28580 0 4/5TH GRADE SWIM LESSONS 2021/22 SCHOOL YEAR. INV# 5630,5646,5601 THE REFUGE IN OTSEGO COUNTY PO BOX 44 GAYLORD MI 49735 464617368 (C) (3) 123500 0 EMERGENCY HOUSING OTSEGO COUNTY UNITED WAY 116 EAST FIFTH STREET GAYLORD MI 49735 237156104 (C) (3) 32900 0 TORNADO RELIEF GAYLORD COMMUNITY SCHOOLS 615 SOUTH ELM AVENUE GAYLORD MI 49735 386003246 GOVT 40770 0 ADOPT A CLASSROOM. 100 STAFF MEMBERS AT $200 EACH POWER BOOK BAGS PO BOX 533 SUTTONS BAY MI 49682 812406342 (C) (3) 15000 0 SCHOOL BOOK BAGS HEADWATERS LAND CONSERVANCY INC 110 SOUTH ELM AVE GAYLORD MI 49735 383183846 (C) (3) 13000 0 2022 HWLC WORK TRUCK MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL FOUNDATION 825 N CENTER AVENUE GAYLORD MI 49735 382135473 (C) (3) 17564 0 CARDIAC AND PULMONARY REHAB PATIENT MONITORING SYSTEM MCLAREN NORTHERN MICHIGAN FOUNDATION 360 CONNABLE AVE PETOSKEY MI 49770 382445611 (C) (3) 6300 0 BEHAVIORAL HEALTH CENTER GAYLORD LAST RESORT 2397 S OTSEGO AVE GAYLORD MI 49735 471373517 (C) (3) 16600 0 GAYLORD ALANO CLUB IMPROVEMENTS & EXPANDED CAPACITY JOHANNESBURG-LEWISTON AREA SCHOOL DISTRICT 10854 M-32 JOHANNESBURG MI 49751 386037650 GOVT 5600 0 ADOPT A CLASSROOM K-8 GAYLORD LITTLE LEAGUE PO BOX 124 GAYLORD MI 49734 382213701 (C) (3) 5524 0 LITTLE LEAGUE FIELD UPGRADES 15 0 COLLEGE SCHOLARSHIP 29 23960 X 5 166441 FMV 0 1 1 PART I, LINE 32B: STOCK DONATIONS ARE SOLD THROUGH AN INVESTMENT BROKER. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA PREPARES THE FORM 990 AND PROVIDES A DRAFT COPY TO THE FINANCE COMMITTEE FOR REVIEW. AFTER THE COMMITTEE HAS REVIEWED THE RETURN AND ALL QUESTIONS AND/OR CORRECTIONS HAVE BEEN MADE, THE RETURN IS TAKEN TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL CHANGES ADDRESSED BY THE BOARD, IF ANY, ARE MADE AND A DESIGNATED OFFICER SIGNS FORM 8879-EO AUTHORIZING THE CPA TO FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS A QUESTIONNAIRE IS GIVEN TO BOARD MEMBERS ASKING THEM TO DISCLOSE ANY CONFLICT OF INTEREST. THE QUESTIONNAIRES ARE DATED AND FILED. BOARD MEMBERS EXCLUDE THEMSELVES FORM VOTING ON ANY BOARD ITEMS WHERE A CONFLICT OF INTEREST HAS BEEN DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS AFTER CONSIDERING FACTORS SUCH AS JOB PERFORMANCE, JOB ADHERENCE AND BUDGET CONSTRAINTS. A RECENT SURVEY OF SIMILAR COMMUNITY FOUNDATIONS SHOWED THAT THE CURRENT EXECUTIVE DIRECTOR MAKES APPROXIMATELY 80% OF THE AVERAGE SALARY OF EXECUTIVE DIRECTORS AT THESE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON OUR WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.