2024-10-08T08:08:40-05:00 2023-12-31 202349670 DGN LLC PO BOX 947 TRAVERSE CITY MI 496850947 990 2023-01-01 831970895 COMMUNITY FOUNDATION FOR OCEANA COUNTY COMM 2318693377 388 S HANCOCK ST PENTWATER MI 49449 TAMMY CAREY CEO 2318693377 2024-09-20 1 1 HEIDI M WENDEL CPA P00721554 2319461722 2024-08-28 2023 2024-10-15 13:58:12Z TAMMY CAREY 388 S HANCOCK ST PENTWATER MI 49449 3316477 0 X OCEANAFOUNDATION.ORG X 2020 MI TO ENHANCE THE LIVES OF THE PEOPLE OF OCEANA COUNTY AND TO CONNECT RESOURCES WITH NEEDS. 16 16 5 130 0 0 2496750 2574715 0 0 522984 564745 0 0 3019734 3139460 828644 2462101 0 0 209313 179628 0 0 189983 142390 192654 1180347 2834383 1839387 305077 16693236 18794594 503053 569358 16190183 18225236 TO ENHANCE THE LIVES OF THE PEOPLE OF OCEANA COUNTY BY LEADING, PROMOTING AND CHANNELING PHILANTHROPY TO CONNECT RESOURCES WITH NEEDS. 0 0 2568909 2462101 564745 TO ENHANCE OUR COMMUNITIES THROUGH THE ISSUANCE OF GRANTS AND SCHOLARSHIPS. 2568909 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 5 1 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 0 0 MI X X X TAMMY CAREY CEO 2318693377 388 S HANCOCK ST PENTWATER MI 49449 RANDY WAGNER CHAIR 5.00 X X 0 0 0 JOE KLIMOVITZ VICE CHAIR 5.00 X X 0 0 0 FRANK ARVAI TREASURER 5.00 X X 0 0 0 EVA BERUMEN-REYNA MEMBER 2.00 X 0 0 0 KRISTEN CALLEN MEMBER 2.00 X 0 0 0 KELLIE FOX MEMBER 2.00 X 0 0 0 RITA GRANT MEMBER 2.00 X 0 0 0 EMMA KIRWIN MEMBER 2.00 X 0 0 0 LOIS LYDENS MEMBER 2.00 X 0 0 0 DR SCOTT KARAPTIAN MEMBER 2.00 X 0 0 0 STEVE PAULUS MEMBER 2.00 X 0 0 0 LUCY ORDOOBADI MEMBER 2.00 X 0 0 0 SARAH SCHLUKEBIR MEMBER 2.00 X 0 0 0 BETH SNIDER MEMBER 2.00 X 0 0 0 JULIE STIVERS MEMBER 2.00 X 0 0 0 JON VANDERPLOEG MEMBER 2.00 X 0 0 0 TAMMY CAREY CEO 40.00 X 87925 0 2580 87925 0 2580 0 0 0 0 0 2574715 126483 2574715 472350 472350 269412 177017 92395 92395 92395 3139460 564745 0 0 2217504 2217504 244597 244597 87925 8793 17585 61547 65443 6857 11838 46748 14477 5212 3040 6225 11783 4242 2474 5067 24605 8858 5167 10580 21287 21287 48133 17328 10108 20697 16391 3278 13113 22175 6865 13785 1525 2599 908 449 1242 6000 2160 1200 2640 4922 2461 2461 16923 8122 2369 6432 2804 1010 589 1205 3984 996 1992 996 POSTAGE AND PRINTING 9423 3392 1979 4052 MISCELLANEOUS 5889 2119 1237 2533 DUES AND MEMBERSHIPS 5595 1958 1679 1958 BANK FEES 1924 962 0 962 2834383 2568909 75491 189983 1844843 1120458 14017 12675 4146 1342 14844247 17672794 16693236 18794594 8072 9733 494981 559625 503053 569358 X 16190183 18225236 16190183 18225236 16693236 18794594 305077 1729976 0 X X 0 1 X 1 0 X 14623502 1266158 2496750 2574715 20961125 14623502 1266158 2496750 2574715 20961125 637396 20323729 281742 317529 355949 472350 1427570 25700 25700 51400 22440095 0.90570 0.94810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65 141 323221 2251495 301847 2159429 3970522 14254713 1 1 9480005 510648 1595607 684569 10901691 11615117 253325 -2014344 374093 9480005 10324678 429978 1478845 618384 11615117 9845336 972936 493594 10324678 0 0 14017 12675 1342 1342 FUNDS HELD IN AGENCY CAPACITY 559625 559625 X 4848149 1729976 1729976 3118173 21287 21287 3139460 2813096 0 2813096 21287 21287 2834383 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. THE FOUNDATION IS SUBJECT TO INCOME TAX ONLY ON THE BUSINESS INCOME NOT RELATED TO ITS EXEMPT PURPOSE. SUCH TAXES ARE GENERALLY INSIGNIFICANT. 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. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS ARE USED TO SUPPORT VARIOUS PROGRAMS AND ACTIVITIES FOR NON-PROFITS. 1 THE LADDER COMMUNITY CENTER 67 N STATE STREET SHELBY MI 49455 472123160 501(C)(3) 62200 0 GENERAL SUPPORT OCEANA COUNTY HISTORICAL AND GENEALOGICAL SOCIETY 114 DRYDEN STREET HART MI 494201105 237420760 501(C)(3) 59459 0 GENERAL SUPPORT TRINITY HEALTH OFFICE OF PHILANTHROPY MUSKEGON & THE LAKESHORE 1500 E SHERMAN BLVD MUSKEGON MI 49444 382113393 501(C)(3) 20814 0 VARIOUS EQUIPMENT TRINITY HEALTH SHELBY HOSPITAL OCEANA CONSERVATION DISTRICT 1064 INDUSTRIAL PARK DR SHELBY MI 49455 382059002 501(C)(3) 16639 0 VARIOUS CONSERVATION & EDUCATION PROGRAMS CRYSTAL VALLEY CARE FUND PO BOX 451 HART MI 49420 383194427 501(C)(3) 15529 0 GENERAL SUPPORT OCEANA COUNTY MEDICAL CARE FACILITY 701 E MAIN ST HART MI 49420 383146259 501(C)(3) 14550 0 VARIOUS MEDICAL EQUIPMENT THE MARRIAGE AND FAMILY CENTER DBA THE FOUNTAIN HILL CENTER 534 FOUNTAIN STREET NORTHEAST GRAND RAPIDS MI 49503 382132705 501(C)(3) 13337 0 GENERAL SUPPORT FOR MENTAL HEALTH PROGRAM EFFORTS CENTENARY UNITED METHODIST CHURCH 82 S HANCOCK PENTWATER MI 494490111 237421751 501(C)(3) 12690 0 GENERAL SUPPORT & COMMUNITY MEAL PROGRAM COMMUNITIES OVERCOMING VIOLENT ENCOUNTERS 906 E LUDINGTON AVE LUDINGTON MI 49411 382243550 501(C)(3) 10250 0 VARIOUS PROGRAM SUPPORT COMMUNITY ECONOMIC DEVELOPMENT ASSOCIATION OF MI (CEDAM) 1118 S WASHINGTON AVE LANSING MI 48910 383445097 501(C)(3) 10000 0 AMERICORPS HOST SITE FEES SHELBY TOWNSHIP 204 N MICHIGAN AVE SHELBY MI 49455 381885234 GOV 10000 0 DEVELOPMENT OF A DOG PARK CEMETERY WEST CENTRAL MICHIGAN HORTICULTURAL RESEARCH INC 5185 N OCEANA DRIVE HART MI 49420 832161386 501(C)(3) 8280 0 SUPPORT FOR OCEANA F.I.R.S.T. ROBOTICS TEAM UNITED WAY OF THE LAKESHORE PO BOX 207 MUSKEGON MI 49443 381426895 501(C)(3) 7412 0 VARIOUS COMMUNITY PROGRAMS CLAYBANKS TOWNSHIP 5987 W STONY LAKE RD NEW ERA MI 49446 382065441 GOV 7343 0 TOWNSHIP PARK DEVELOPMENT & FLOWER CREEK CEMENTARY LOVE IN THE NAME OF CHRIST OF OCEANA COUNTY 191 N MICHIGAN AVE SHELBY MI 49455 272466631 501(C)(3) 7167 0 VARIOUS COMMUNITY PROGRAMS OCEANA COUNTY COUNCIL ON AGING 4250 W TYLER RD HART MI 49420 382077479 501(C)(3) 6684 0 VARIOUS CENTER PROGRAMS & PROJECTS SHELBY AREA CHAMBER OF COMMERCE 518 S 44TH AVE SHELBY MI 49455 382894253 501(C)(3) 6500 0 DOWNTOWN DEVELOPMENT VILLAGE OF SHELBY 218 N MICHIGAN AVE SHELBY MI 49455 386007251 GOV 6000 0 GENERAL DEVELOPMENT SUPPORT MENTAL HEALTH FOUNDATION OF WEST MICHIGAN 160 68TH ST SW GRAND RAPIDS MI 49548 382822359 501(C)(3) 5375 0 BE NICE MENTAL HEALTH PROGRAM OCEANA COUNTY EARLY LEARNING CENTER 568 N OCEANA DRIVE HART MI 49420 386003167 501(C)(3) 5221 0 SUPPORT FOR PLAYGROUND UPDATE OCEANA COUNTY 100 STATE STREET STE M-4 HART MI 49420 GOV 1678926 0 SHELBY TOWNSHIP COMMUNITY PARK WHITEHALL TOWNSHIP 7644 DUNHAM RD WHITEHALL MI 49461 GOV 10000 0 DEVELOPMENT OF PICKLEBALL COURTS CITY OF HART 407 STATE STREET HART MI 49420 GOV 6000 0 GENERAL DEVELOPMENT SUPPORT ST MICHAEL CATHOLIC CHURCH BRUNSWICK 10224 MAPLE ISLAND RD FREMONT MI 494129116 501(C)(3) 5519 0 GENERAL EDUCATIONAL SUPPORT OCEANA COUNTY SHERIFF DEPARTMENT PO BOX 32 HART MI 49420 GOV 11969 0 DIVE TEAM EXPENSES 25 5 SCHOLARSHIPS 231 244597 PART I, LINE 2: THE FOUNDATION MONITORS THAT GRANTEES HAVE PERFORMED THE ACTIVITIES THAT THE GRANTS ARE INTENDED FOR. IF A GRANT IS AWARDED STAFF WILL, WHEN APPROPRIATE, WORK WITH THE GRANTEE TO DETERMINE THE APPROPRIATE MONITORING PERIOD(S) AND SUCCESS INDICATORS FOR EVALUATION. GRANT RECIPIENTS ARE REQURED TO SUBMIT A GRANT EVALUATION REPORT FORM AT THE CONCLUSION OF THE PROJECT. (INTERIM PROGRESS REPORTS MAY ALSO BE REQUESTED.) EVALUATION INFORMATION MUST BE SUBMITTED BY THE DUE DATE SPECIFIED. X 11 126483 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B OFFICERS OF THE FOUNDATION AND MEMBERS OF THE BOARD OF DIRECTORS AND AUDIT COMMITTEE REVIEW THE FORM 990 TAX RETURN AND OTHER FORMS BY REVIEWING EITHER ONLINE OR IN PAPER FORM BEFORE THE REPORT IS SUBMITTED BY DUE DATE, OR APPROVED EXTENSION DATE IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ANNUALLY. ALL CONFLICTS OF INTEREST ARE EVALUATED BY THE GOVERNING BOARD, WHO THEN DETERMINES THE BEST COURSE OF ACTION ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE EXCUTIVE/PERSONNEL COMMITTEE EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR ANNUALLY AND REPORTS THE RESULTS TO THE BOARD OF DIRECTORS AS A WHOLE. IN LIGHT OF THE EVALUATION RESULTS, ECONOMIC CONDITIONS AND COMPARISON OF INDUSTRY SALARY SURVEYS, A RECOMMENDATION REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION IS MADE TO THE BOARD ANNUALLY. THE BOARD APPROVES THE COMPENSATION FOR THE NEXT FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTERST POLICY AVAILABLE ON ITS WEBSITE (WWW.OCEANAFOUNDATION.ORG). THESE ARE ALSO AVAILABLE UPON REQUEST AND AT WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS PROCESS IN ITS OVERSIGHT AND RESPONSIBILITY FOR THE AUDIT AND TAX REVIEW PROCESS.