2023-05-12T14:14:10-05:00 2022-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 526 UPTON DRIVE ST JOSEPH MI 49085 990 2022-01-01 386095474 LENAWEE COMMUNITY FOUNDATION LENA 5172634696 1440 W MAUMEE STREET ADRIAN MI 49221 BRONNA KAHLE PRESIDENT/CEO 5172634696 2023-05-11 1 BRONNA KAHLE 999009999 0 MICHAEL LAYHER P00736155 2699830131 2023-05-11 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRONNA KAHLE 1440 W MAUMEE STREET ADRIAN MI 49221 18500361 0 X WWW.LENAWEECF.COM X 1959 MI TO ENHANCE THE QUALITY OF LIFE OF LENAWEE COUNTY CITIZENS PRIMARILY THROUGH ENDOWMENTS BY IDENTIFYING AND ADDRESSING CURRENT AND ANTICIPATED NEEDS, AND RAISING, MANAGING, AND DISTRIBUTION FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION, AND HUMAN SERVICES, 16 16 6 93 0 0 3154376 2873625 0 0 3102686 1650201 113022 181066 6370084 4704892 1162515 3205988 0 0 499916 458499 0 0 82772 341896 233957 2004327 3898444 4365757 806448 37263241 30931910 1451261 1406439 35811980 29525471 WE FOCUS ON ENHANCING THE HEALTH, HAPPINESS AND HOPE OF OUR CITIZENS THROUGH PERMANENT ENDOWMENTS THAT ADDRESS CURRENT AND ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING THE FUNDS FOR THOSE PURPOSES. 0 0 238507 238507 PROVIDING EDUCATIONAL SCHOLARSHIPS TO ELIGIBLE STUDENTS FROM LENAWEE COUNTY. 3475957 2967481 RECEIVE AND ADMINSTER FUNDS FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, BUT NOT LIMITED TO THE PROMOTION AND SUPPORT OF EDUCATION, COMMUNITY DEVELOPMENT, ART AND CULTURE, HEALTH AND SOCIAL SERVICES, AND CIVIC AFFAIRS. ALSO, PROVIDE INTERNAL PROGRAM SERVICES-GRANT MAKING FOR NON-PROFIT PROGRAMS AND CAPACITY BUILDING; VOLUNTEER LENAWEE; LENAWEE IMINGATION LIBRARY; HUNTERS HELPING LENAWEE; LENAWEE YOUTH COUNCIL AND LENAWEE YOUTH LEADERSHIP; AND SERVICE AS THE BACKBONE ORGANIZATION FOR WEEKEND SNACK SACKS AND LENAWEE COLLEGE ACCESS NETWORK. 3714464 1 1 0 0 0 1 0 0 1 1 1 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 0 0 0 0 0 0 0 0 0 1 7 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X THE ORGANIZATION 5172634696 1440 W MAUMEE STREET ADRIAN MI 49221 MERRI JO BALES DIRECTOR 1.00 X 0 0 0 DOUG GRAY SECRETARY 1.00 X X 0 0 0 CHUCK GROSS DIRECTOR 1.00 X 0 0 0 RICK GURDJAN DIRECTOR 1.00 X 0 0 0 DAVE HICKMAN CHAIR 1.00 X X 0 0 0 SCOTT HILL VICE CHAIR 1.00 X X 0 0 0 BEN NEGRON DIRECTOR 1.00 X 0 0 0 JIM KAPNICK TREASURER 1.00 X X 0 0 0 PAULA HOLTZ DIRECTOR 1.00 X 0 0 0 DAVID PRAY DIRECTOR 1.00 X 0 0 0 KRIS SCHMIDT DIRECTOR 1.00 X 0 0 0 NICOLE UNDERWOOD DIRECTOR 1.00 X 0 0 0 BOB VOGEL DIRECTOR 1.00 X 0 0 0 DAVE HERRIMAN DIRECTOR 1.00 X 0 0 0 JULIE GOLL DIRECTOR 1.00 X 0 0 0 PATRICIA GILPIN DIRECTOR 1.00 X 0 0 0 JOE WILLIAMS PRESIDENT/CEO 40.00 X 118924 0 23927 118924 0 23927 1 0 0 0 0 2873625 2873625 494753 494753 14950917 13795469 1155448 1155448 1155448 50784 0 50784 50784 WORKSHOP INCOME 96176 96176 OTHER INCOME 26659 26659 AGENCY FEES 7447 7447 130282 4704892 1780483 0 50784 2967481 2967481 238507 238507 118924 93950 9514 15460 222722 175950 17817 28955 89865 70994 7189 11682 26988 21321 2159 3508 62649 49493 5010 8146 6659 5261 533 865 21273 16806 1702 2765 14774 11671 1182 1921 1539 1216 123 200 13639 10775 1091 1773 50276 50276 29996 23696 2399 3901 REPAIRS AND MAINTENANCE 13116 10362 1049 1705 MEMBERSHIP AND DUES 11753 9285 940 1528 OTHER PROGRAM EXPENSES 5489 5489 BANK FEES 2794 2207 224 363 3898444 3714464 101208 82772 1002618 2186502 2000118 400000 126915 4625 278331 258731 1259782 312728 995794 947054 32528081 27350223 58299 57860 37263241 30931910 3544 120150 100000 186062 9540 662909 677129 400000 200000 284808 213558 1451261 1406439 X 34291051 28198738 1520929 1326733 35811980 29525471 37263241 30931910 806448 -7171618 78661 0 X 0 1 X 1 0 X 1675400 2930721 2403686 3154376 2041336 12205519 1675400 2930721 2403686 3154376 2041336 12205519 12205519 396703 415781 361692 451300 350424 1975900 31000 195743 184886 66215 83445 561289 14742708 0.82790 0.84210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28 221766 912387 2041251 1 1 0 0 21744225 2162219 -3464428 1411170 40669 412836 18577341 18445849 1312382 3060589 555646 27163 491786 21744225 0.19510 0.80490 0 0 119000 119000 1034900 265276 769624 105882 47452 58430 947054 CHARITABLE GIFT ANNUITIES 213558 213558 X -2466726 -7171618 -7171618 4704892 0 4704892 3898444 0 3898444 0 3898444 PART X, LINE 2: MANAGEMENT HAS ELECTED TO APPLY THE PROVISIONS OF ASC 740-10-25-5. UNDER THIS ASC, AN ENTITY MUST DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED ON TECHNICAL MERITS OF THE POSITION. AT YEAR END THE FOUNDATION HAD NO KNOWN LIABILITY DUE TO THE UNCERTAINTY OF INCOME TAXES. CHARITY BALL 50784 50784 50784 50784 50784 1 ADRIAN COLLEGE 110 S MADISON ADRIAN MI 49221 381357980 501C3 7000 0 EDUCATION ADRIAN COMMUNITY PRESCHOOL PO BOX 64 ADRIAN MI 49221 381860957 501C3 10510 0 EDUCATION ADRIAN MORNING ROTARY PO BOX 544 ADRIAN MI 49221 383549240 501C4 5500 0 HUMAN SERVICES ADRIAN PUBLIC SCHOOL 785 W RIVERSIDE ADRIAN MI 49221 386002265 SCHOOL 50100 0 ATHLETICS/EDUCATION ADRIAN SCHOOLS EDUCATIONAL FOUNDATION 785 W RIVERSIDE ADRIAN MI 49221 382760130 501C3 227259 0 EDUCATION ADRIAN SYMPHONY ORCHESTRA 110 S MADISON ADRIAN MI 49221 382435775 501C3 9000 0 ARTS ARGYROS FAMILY FOUNDATION 949 S COAST DRIVE COSTA MESSA CA 92626 953421867 501C3 5197 0 REFUND SURPLUS ASSOCIATED CHARITIES PO BOX 322 ADRIAN MI 49221 381304224 501C3 15816 0 HUMAN SERVICES BOYS & GIRLS CLUB OF LENAWEE 340 E CHURCH ST ADRIAN MI 49221 383558470 501C3 51314 0 HUMAN SERVICES BRIDGE BUILDERS COMMUNITY FOUNDATION 206 SENECA ST OIL CITY PA 16301 251292553 501C3 10473 0 HUMAN SERVICES CATHOLIC CHARITIES OF LENAWEE 199 BROAD ST ADRIAN MI 49221 381818593 501C3 29784 0 HUMAN SERVICES CHILD CARE NETWORK 3941 RESEARCH PARK DR STE C ANN ARBOR MI 48108 382160250 501C3 13191 0 HUMAN SERVICES CITY OF REFUGE MINISTRIES 903 STATE ST ADRIAN MI 49221 800844641 501C3 5333 0 FOOD PANTRY CITY OF TECUMSEH 309 E CHICAGO BLVD TECUMSEH MI 49286 386007206 GOV 211761 0 CAPITAL PROJECT CLINTON COMMUNITY SCHOOLS 341 E MICHIGAN CLINTON MI 49236 386002284 SCHOOL 91458 0 GOVERNMENT COMMUNITY ACTION AGENCY 400 W SOUTH ADRIAN MI 49221 381803599 501C3 12644 0 HUMAN SERVICES CROSWELL OPERA HOUSE 129 E MAUMEE ADRIAN MI 49221 386144993 501C3 68078 0 ARTS DAILY BREAD OF LENAWEE THE PO BOX 894 ADRIAN MI 49221 383531414 501C3 30940 0 HUMAN SERVICES DOLLYWOOD FOUNDATION 11 DOLLYWOOD LN PIGEON FORGE TN 37867 621348105 501C3 26433 0 LITERACY EMMANUEL LUTHERAN CHURCH 777 MOORING LINE DRIVE NAPLES FL 34102 591377616 CHURCH 18000 0 RELIGIOUS/COMMUNITY SERVICES FCCS CATHERINE COBB SAFEHOUSE 220 N MAIN ST ADRIAN MI 49221 381660960 501C3 35513 0 HUMAN SERVICES FIRST UNITED METHODIST CHURCH 1245 W MAPLE AVE ADRIAN MI 49221 381714840 501C3 25250 0 RELIGIOUS/COMMUNITY SERVICES GOODWILL INDUSTRIES OF SE MICHIGAN 1400 US 223 ADRIAN MI 49221 381646249 501C3 17445 0 JOB TRAINING HABITAT FOR HUMANITY OF LENAWEE COUNTY 1205 E BEECHER ST ADRIAN MI 49221 382886158 501C3 21110 0 HUMAN SERVICES HOPE BAPTIST CHURCH 6250 SOUTH AVE TOLEDO OH 43615 CHURCH 8845 0 RELIGIOUS/COMMUNITY SERVICES HOPE COMMUNITY CENTER 431 BAKER ST ADRIAN MI 49221 382177974 501C3 27785 0 HUMAN SERVICES HOSPICE OF LENAWEE 1903 WOLF CREEK HWY ADRIAN MI 49221 382414012 501C3 63850 0 HUMAN SERVICES HOUSING HELP OF LENAWEE PO BOX 692 ADRIAN MI 49221 383091170 501C3 20211 0 HUMAN SERVICES KAPPA KAPPA EPSILON SOROITY PO BOX 715 ADRIAN MI 49221 237173229 501C4 37738 0 HUMAN SERVICES LEGAL SERVICES OF SOUTH CENTRAL MICHIGAN 1118A S TELEGRAPH RD ADRIAN MI 49221 381845444 501C3 12268 0 LEGAL AID LENAWEE COUNTY EDUCATION FOUNDATION 4107 N ADRIAN HWY ADRIAN MI 49221 382644523 501C3 41961 0 EDUCATION LENAWEE DEPARTMENT ON AGING 1040 S WINTER HWY ADRIAN MI 49221 320129363 501C3 5170 0 HUMAN SERVICES LENAWEE HUMANE SOCIETY 705 W BEECHER ADRIAN MI 49221 381574080 501C3 25516 0 ANIMAL CARE/ADOPTION SALVATION ARMY 217 W CHURCH ST PO BOX 297 ADRIAN MI 49221 381370971 501C3 9330 0 HUMAN SERVICES SHARE THE WARMTH PO BOX 726 ADRIAN MI 49221 815143616 501C3 17049 0 HUMAN SERVICES SHELBY COUNTY UNITED FUND (SCUFFY) 126 N HARRISON SHELBYVILLE IN 46176 350953458 501C3 54206 0 HUMAN SERVICES ST VINCENT DE PAUL 415 ORMSBY ADRIAN MI 49221 270725997 501C3 7039 0 HUMAN SERVICES TECUMSEH DISTRICT LIBRARY 215 OTTAWA ST TECUMSEH MI 49286 320074887 GOV 10000 0 EDUCATION TECUMSEH SERVICE CLUB PO BOX 375 TECUMSEH MI 49286 386090100 501C3 17750 0 HUMAN SERVICES UNITED WAY OF PENNYRILE 1110-A S MAIN STREET / PO BOX 587 HOPKINSVILLE KY 42241 610567661 501C3 7694 0 HUMAN SERVICES YMCA OF LENAWEE 638 W MAUMEE ADRIAN MI 49221 381393859 501C3 19750 0 HUMAN SERVICES 38 9 SCHOLARSHIPS 157 238507 FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS EMAILED TO ALL MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW AND PROVIDE FEEDBACK. UPON APPROVAL PROPOSED CHANGES ARE MADE, IF ANY, AND FINALIZED FOR SIGNATURE AND SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST STATEMENT AND DLSCLOSURE POTENTIAL CONFLICTS. MEMBERS ABSTAIN FROM VOTING WHERE CONFLICTS OF INTEREST EXIST AND DOCUMENTATION OF SUCH IS DISCLOSED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE CEO/PRESIDENT COMPENSATION IS DETERMINED BY MEASURING THE SUCCESS OF ACHIEVMENT TOWARDS ESTABLISHED GOALS COMMUNICATED THROUGH A FORMAL WRITTEN AND VERBAL EVALUATION; BUDGET IS REVIEWED TO DETERMINE AVAILABLE FUNDING FOR A SALARY INCREASE; NATIONAL COST OF LIVING IS REVIEWED; A REVIEW IS MADE OF COMPARABLE SALARIES SURVEYED BY THE COUNCIL OF MICHIGAN FOUNDATIONS, THE NATIONAL COUNCIL OF FOUNDATIONS, THE MICHIGAN NONPROFIT ASSOCIATION, AND LOCAL SALARY AND BENEFIT LEVELS. THE EXECUTIVE COMMITTEE CONDUCTS THE FORMAL EVALUATION AND REPORTS TO THE FULL BOARD THE RECOMMENDED SALARY ADJUSTMENTS. THE FULL BOARD VOTES TO APPROVE WITH CHANGES, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO INTERESTED PARTIES UPON REQUEST. ADDITIONALLY, THE STATEMETN OF FINANCIAL POSITION AND ACTIVITIES IS PRESENTED IN THE ANNUAL REPOT WITH DISLOSURES OF HOW TO CONTACT THE FOUNDATION FOR COMPLETED COPIES OF THE ANNUAL AUDITED FINANCIAL STATEMENTS AND NOTE DISCLOSURES.